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  • Josh Spencer, T. Rowe Price, provides a "bigger picture" play on Alibaba despite disappointing earnings. Also, Spencer has the trade on Qualcomm and explains why he "struggles" with Yahoo.

  • Bill Smead, Smead Capital, shares his thoughts on changes in McDonald's c-suite and why the dividend yield is dangerous for the stock.

  • Kenny G, musician, discusses his investment in Starbucks and offers insight into the stocks he owns. He was an accounting major, he says.