It's been a good year for LMFAO in 2011—in all likelihood, the best that they can reasonably expect to have in their careers. Hard to blame the guys for making the most of their allotted time, then. While still owning commercial breaks at sporting events through the hamster-and-robot dance to "Party Rock Anthem" that Kia evidently thinks will help them sell cars, LMFAO now also appear themselves in a new Budweiser commercial, counting down the Twelve Gifts of the First Day of the NBA Season with co-stars Luke Wilson, Emmanuelle Chriqui (Sloan from Entourage), Dallas Mavericks owner Mark Cuban, NBA announcer Steve Kerr, the Chicago Bulls cheerleaders and Go, the Phoenix Suns Gorilla.

Simply put, the commercial is a disaster. None of it is particularly funny or clever, with the possible exception of "Five Gold Rings" giving Steve Kerr an opportunity to show off the hardware he collected with the Bulls and Spurs, and the whole thing is oddly unmusical—why bother even having Luke Wilson show up if he refuses to do more than talk auto-tunedly? The most frustrating thing about it, though, is undoubtedly that the song skips the number seven for no obvious reason—maybe Budweiser decided to do that because they thought it'd make you keep watching the commercial every time it was on TV to make sure that they did in fact skip the number. (It does, damn them.)

Great commercial, guys. Hope you got Emmanuelle Chriqui's number out of it, anyway. (Or Cuban's, at least. Dude has stories.)

Real Estate Sector Analysis

Analyst Wire August 30, 2006 ERIN BURNETT, CNBC ANCHOR: Well, we have another downgrade in the homebuilding sector this morning. So keep an eye on Hovnanian (HOV). The rating being slashed by JPMorgan to a neutral. They had actually had an overweight, maybe a bit late for this call, but the firm saying current valuation is out of whack with estimated earnings per share growth. So they certainly think it is going to get worse. And you can see how bad it has been. Shares of Hovnanian off 52 percent over the past year.

Now, Guy, this is an interesting thing. I mean, we look at these, the residential homebuilders, I mean, off 40, 50 percent pretty much across the board. But you see some plays in housing but not necessarily on the residential side. web site cnbc fast money

GUY ADAMI, CNBC "FAST MONEY," EXECUTIVE DIRECTOR, CIBC WORLD MARKTES: Yes. It is the non-residential housing I would look at. And a lot of analysts, especially the guys you read, our guy at CIBC, Chris Glynn, thinks that we are in first 18 months of a five-year non-residential cycle. That is.

BURNETT: So you are talking about commercial specifically, things like warehouses.

ADAMI: Commercial real estate, absolutely.

BLITZER: . offices.

ADAMI: And this usually a very strong cycle. And, again, you are in the - - probably in the first, you know, 15 to 20 percent of this. And there are two plays that I would look at here. Genlyte (GLYT), G-L-Y-T, it is a pure lighting fixture play. And I know that sounds ridiculous, how sexy is that?

BURNETT: There is a company that is publicly-traded that does lighting fixtures only?

ADAMI: Pure lighting fixture play. And 75 percent of their sales come from non-residential construction. So, again, it gets you away from housing, it gets you into the non-residential, an area that we think there is going to be growth in. Another stock that we look at is Capital Trust (CT), C-T. That is basically a REIT, but again focused on commercial real estate. Great dividend with this stock. It yields about 7.4 percent. Great growth, great management. I mean, the stock is up over 200 percent I think since it came -- you know, about 2002. That is another name I would look at. It has probably gotten a little ahead of itself the last couple of weeks, but any pullback in CT, I would be a buyer of that.

BURNETT: It is really interesting when you think about this. Because, you know, Steve Liesman has been saying, you know, you can look at home building, construction, big picture, real estate is about 15 percent of the U.S. economy. But on the residential side, it is only 5 percent.


BURNETT: . which gives you the perspective that there is a lot more out there, that is outside the Hovnanians of the world. web site cnbc fast money

ADAMI: See, the problem is, you know, everybody is tied to the housing market. And that is the headline you see all the time. But as you just said, it is only 5 percent. And again, some of these housing stocks, especially the homebuilders, I mean, they are only trading at a 4.5, 5 times multiple. Probably at a forward basis, maybe.

QUICK: If you believe the earnings going forward.

ADAMI: If you believe the earnings. On a forward basis, probably a little bit more than that. But they are not going, I don`t think, that much lower. JPMorgan is playing catch-up today, clearly. And these stock will probably come off on the back of that. But there is probably opportunity there too as a trading play.

QUICK: All right. Guy, we will have more with you throughout the rest of the show.