Nathan said Chipotle Mexican Grill ( CMG) could be benefiting from middle-class consumers, but if it starts to break down it could head much lower and very quickly. International Business Machine ( IBM) was the featured stock on the show's "Street Fight" segment. Najarian said the company should get a boost from its cloud computing segment, saw its backlog jump 3% and also provided strong guidance. Adami argued the stock has been missing on top-line growth while only growing the bottom line with share buybacks. He added that the company has limited organic growth and weak cash flow. Guess? ( GES) was the first stock on the show's "Pops & Drops" segment after it popped 13%. Adami said investors should take profits in the stock, not chase it. Campbell Soup Company ( CPB) dropped 3%. Nathan said the valuation was too high for the current earnings growth rate. After falling 2% on a negative analyst note, Najarian said the cloud space is hurting Seagate Technologies ( STX). U.S. Airways Group ( LCC) was up 4%, but Kelly said he would avoid the name. The Fresh Market ( TFM) dropped 12% on weak guidance. Mike Khouw said this is what happens when companies with a rich valuation, disappoints investors. In a CNBC exclusive, guest Gary Schoenfeld, the CEO of Pacific Sunwear ( PSUN), said the expectations for management execution are higher than ever, with teen retailers experiencing some recent headwinds. He added that his company's focus on consumers in their late teens and early twenties, combined with new brands and styles, has significantly boosted sales. Adami said the stock might be worth a look, especially with declining inventories -- meaning margins could improve. He added that if the guidance was intentionally "sandbagged," then the stock could be interesting on the long side. Najarian said he likes National Oilwell Varco ( NOV), which is a play on shale. He added that he also likes the energy sector. Kelly likes Suncor Energy ( SU) and said the stock seems to have significant support near $30. Nathan is a fan of Wal-Mart ( WMT) because of its yield, consistent earnings and low valuation. For their final trades, Kelly was a buyer of Apache Corp. ( APA), Najarian was buying Myriad Genetics ( MYGN) and Nathan said to sell short or take profits in Tesla Motors ( TSLA), depending on your current position. Khouw said to short The Fresh Market via short call spreads and Adami said to buy the Homebuilders ETF. -- Written by Bret Kenwell in Petoskey, Mich. Follow @BretKenwell Follow TheStreet.com on Twitter and become a fan on Facebook.