>> procter & gamble yes. apple own it don't trade it. microsoft breakout year, eli lilly.nd then john deere, not a great quarter t that's okay. farm equipment tech drug consumer product tech intech, can we handle it? i will bless it because they are the two best. i will make an exception tay. let's go troland in louisiana. >> what's going ? >> i'mosing my voi. i haot lost it in the last couple weeks, if anyone can findt louisiana let me know. >> i am a saints fan and i'm stressed out. let me tell you first and foremost, i appreciate everything you mentioned. video was a home run. >> you got tt right. >> tsm, i have lucid, i have, rc u.s. and obviously nvidia. >> i am worried here bause these guys make the chips for these guys. not enough diversification. dupont, terrific name, they are great they have this great business with semi conductors that will turn big. lucid, i would actually, i prefer tesla. i think it's safe. high risk market, we have room for that. what we ha to do is i am gog to recommend caterpillar. i do not think there is any overlap with caterpillar we hav

procter & gamble done a little bit but because of its administrative, microsoft doing fantastic.avorite for the trust. and that leaves amgen, i don't want amgen because that conflicts with eli lilly, i would like to ee i would like you to see, i want to see honeywell here, because it is a cyclical stock that is still not blazing through at 52 high, you make that change and then you will be diversified. let's go to michael in california. michael? >> hello, jim. >> how are you doing? >> good, i just wanted to get your quick opinion >> sure. go ahead. do you have your portfolio? >> -- >> if you have five stocks sir? >> yes, sure, >> tesla, alto, hathaway, hawthorne and >> alto, tremendous retailer, we have berkshire hathaway, that is a conglomerate run buy warren buffett, ralph lauren is a company that is doing far better than people realize, tesla is an auto/tech company and derek is a gold company, so we have gold, retail, diversified oh, is ralph lauren the same as alto, i'm going to call this apparel, not retail and then we will be able to save it and then you can keep the gold

stock is always recovered but i think it's become the ultimate defensive stock at the new techworld of procter & gamble. >> the evaluation looks high 30 times earning given their dependence on china with 20% of their sales. >> i think china is a concern it's a good point and not that they cell but they make their products is something definitely worth watching tim cook is there and they're worried about them themselves. i would also say all of the techworld needs china and if something goes wrong and sanchez could do that both across-the-board. >> what is the path the growth that massive resources they take so many shots on goal we see it with her services in emerging markets we could see with aim search and there's a lot of opportunities in there been other times apple has seen the sales and they make a big recovery. >> with all this on tim cook there's not been a lot of innovation with the past ten years or so. >> you don't think apple pencil is enough. i think that's a fair point arguably tim cook's biggest moment as in the air pods maybe the apple watch what the market loves him the stock

stock is always recovered but i think it's become the ultimate defensive stock at the new techworld of proctere. >> the evaluation looks high 30 times earning given their dependence on china with 20% of their sales. >> i think china is a concern it's a good point and not that they cell but they make their products is something definitely worth watching tim cook is there and they're worried about them themselves. i would also say all of the techworld needs china and if something goes wrong and sanchez could do that both across-the-board. >> what is the path the growth that massive resources they take so many shots on goal we see it with her services in emerging markets we could see with aim search and there's a lot of opportunities in there been other times apple has seen the sales and they make a big recovery. >> with all this on tim cook there's not been a lot of innovation with the past ten years or so. >> you don't think apple pencil is enough. i think that's a fair point arguably tim cook's biggest moment as in the air pods maybe the apple watch what the market loves him the stock is up 17

stock is always recovered but i think it's become the ultimate defensive stock at the new techworld of procterthe evaluation looks high 30 times earning given their dependence on china with 20% of their sales. >> i think china is a concern it's a good point and not that they cell but they make their products is something definitely worth watching tim cook is there and they're worried about them themselves. i would also say all of the techworld needs china and if something goes wrong and sanchez could do that both across-the-board. >> what is the path the growth that massive resources they take so many shots on goal we see it with her services in emerging markets we could see with aim search and there's a lot of opportunities in there been other times apple has seen the sales and they make a big recovery. >> with all this on tim cook there's not been a lot of innovation with the past ten years or so. >> you don't think apple pencil is enough. i think that's a fair point arguably tim cook's biggest moment as in the air pods maybe the apple watch what the market loves him the stock is up 1700% si

stock is always recovered but i think it's become the ultimate defensive stock at the new techworld of procter> the evaluation looks high 30 times earning given their dependence on china with 20% of their sales. >> i think china is a concern it's a good point and not that they cell but they make their products is something definitely worth watching tim cook is there and they're worried about them themselves. i would also say all of the techworld needs china and if something goes wrong and sanchez could do that both across-the-board. >> what is the path the growth that massive resources they take so many shots on goal we see it with her services in emerging markets we could see with aim search and there's a lot of opportunities in there been other times apple has seen the sales and they make a big recovery. >> with all this on tim cook there's not been a lot of innovation with the past ten years or so. >> you don't think apple pencil is enough. i think that's a fair point arguably tim cook's biggest moment as in the air pods maybe the apple watch what the market loves him the stock is up 1700%

you have, look, you've got procter down. you have starbucks from $107 to $95.'t know about ge. i think like that. sometimes, the stocks are ahead of what people are saying and when laxman narasimhan says, listen, starbucks, china, not coming back as fast as, maybe you should say to yourself, that's why it's been going down, and buy some, not sell some. there. >> we had this conversation yesterday, and you know, you were sort of saying, listen, things are okay in china as far as your checks were aware. 12 straight days down for starbucks, by the way, coming into today's session. not particularly good, jim. >> no, look, i want to be -- make it clear. when they reported the quarter, laxman narasimhan didn't give us a feeling that china could have this slower recovery. that's why this was a bit of news. somewhat disappointing, david, i admit. somewhat disappointing. but maybe the street is enough punishment. i think the punishment's been meted out. we would like to buy some if we weren't restricted in the travel trust. >> about 7.5% loss over the last month. here's

let's look at the dog winners if we put them up on the board, merck, chevron, verizon, walmart and proctere big winners. s&p winners, do we seek uber? no but this is the first day on the big board. baker hughes company, marathon oil up, as he is up and what is that? eot. >> eqt neck non sequiturs if we can switch to those, we have baker hughes, also nasdaq. netflix is up, we heard the talk about that earlier. diamond energy, adobe systems and illumina which we spoke about and the ten year if we can see that, except for basis points, still trading yield is below 4% at 3.95. check old, now $2000 -- $2036 for an ounce of gold. but crime is down but they been on a roll so they can take it, down about $588, down to 41000. oil up significantly, $2.40 to $73. gas is up a fraction as well. coming up, jason smith called out the two-tiered justice system when it comes to the hunter biden investigation roll tape. >> if you or i or any other american would do that, we would be prosecuted, it's clearly two-tiered justice system, the fact that he is the president's son doing that is creating a very seve

is procter & gamble a goodbye and? >> absolutely. the strong dollar crushes them. we lost $1 billion and they've got their own costs coming down . they've got those low-price technologies. proctors the one you want. john in illinois. >> how are you doing? >> not bad how about you? >> i'm just trying to get by. i'm looking at a stock called arm holdings plc. looking at this for looking at this 420 24. >> i think that the ceo is tremendous. we like the stock in the 50s and we liked it in the 60s. i'm not backing down i think that the stock could go to the 70s. if you've got a huge game, i think you should take something off the table even though no one wants to sell in markets this high . the affirm busters, they like to cover 100. the stocks are going one day higher but the dow and nasdaq are in their ninth straight day of gains. i'm sitting down with the ceo of bancshares to find out what the feds move means for regional. under the radar player aiming to disrupt legacy brands. don't miss the sit down with autodetect. stay with jim cramer. >> d'tiss a secondf mad mo

the dow, procter & gamble, the consumer goods giant announcing it is going get to incur $2.5 billion of charges related to its buyback position of razormakers gillette and restructuring opposition in several markets. down 6%. png is voicing concerns that it will get worse more than it gets better. if you want to add field to the china fire, moody's cutting the credit outlook down to negative citing lower growth and property risks. the hang seng index tanking in today's session closing 2% and the shanghai markets clipped by 1.5%. isaac, of toymaker mgm joins us live. the goobers of the heart many first collectibles inside them, the sizzling demand for what is expected to be one of the most popular toys of the season, ngas, kylie jenner breathdoll. what appears to be from the jolt so far a cooling american labor market. one would think, markets would love a miss in the jolts, real indecisiveness in trading. >> maybe transitive works, took longer than the fed and everybody thought but what the thought process is, bad news has been good for the market, the reality is setting in, to see t

procter & gamble. and there is apple. this is the biggest. the marketing got apple wrong. the stock opened down $2 as part of the market wide decline. even as bank of america said today come that the plans are ahead of expectations. and fox con had the second-best november ever pick up 18% year over year. so about which companies use the cell phones. we know the strongest division cited is the one that makes the iphone. most research has been hyper focused on how many days it takes to get a new cell phone. the longer the wait, the better it must be selling they say. what if apple is simply making enough phones to meet strong demand. what if it is focusing on how the market is doing. apple stock reversed only finishing up nearly $4 like eli lilly. the market was monumentally wrong at the opening and maybe these are not the best ways. what else? for days, we have been worried about the commerce secretary's new crackdown on ai chips. and it must impacting the bottom line. stocks have been stumbling. it turns out that there are no real changes or new rules. all of the fighting

procter & gamble down 2.3%.king a more than $2 billion and charges for limited restructuring angela impairment. guy, let's bring it over to your side of the pond with exciting stuff. that is the dax. looks like it is set to close at a record high. i record closing high. i'm not sure how it makes sense. maybe one of these other spikes was at an all-time high. possibly a closing high. guy: absolutely. july 28 was the previous closing high. if we close above that, we take the box. abigail, thank you. let's talk about the labor market. speaking earlier to bloomberg television about what he sees happening, about the weakening he sees in the labor market. >> a number of job openings has been coming down. the workweek has been coming down. wages has been converging. no longer as much bargaining power if you change jobs. combined with people changing jobs, the conclusion is we still have more a more evidence pointing in the direction of the labor market softening. guy: but in a goldilocks way. maybe. which comes back to

sentenced to three years in prison for a case with similarities to stanford sexual assault case, for which procterble serve only six months. so right off the top, judge persky didn't sentence raul ramirez. ramirez was a plea bargain, judge persky was not the judge who accepted the plea bargain, and he was not the sentencing judge. but to the recall people, it didn't matter. >> judge persky has shown a clear bias in favor of men of privilege, in favor of people who abused women, rape women. and we are asking the commission to take action to remove judge persky. >> the commission on judicial performance, the body that disciplines judges if they misbehave, if they engage in misconduct, did a thorough investigation into judge persky, into his track record, and into the five cases alleged by the recall people to show bias, as well as his handling of the proctor nor case. >> the commission on judicial performance cleared him with wrongdoing, with no clear evidence of misconduct with his ruling. >> there was no bias. it wasn't even a close case. >> i absolutely think that white privilege informed the bro

also to securities including companies like procter & gamble.t has a gigantic exposure to currencies that have been hurt by a strong dollar. take a look at this chart of the crude oil futures going back 30 years. you can see that tip of the oil turns bullish in a second or third week of december. sound familiar? take a look at the monthly chart of the west texas. garner says oils mostly stayed within a giving trade within the bottom of 2015. take a look at this. still supply is hanging out here. but is more with covid and the invasion of ukraine. unless we get another black swan type of event or highly unlikely, like ukraine, she expects it to hold above the floor of support which is at 68. after today's beat down, we might be looking at the lows. dimming below that level before things turn around. accrued hold above $60, garner is betting it will go higher. around $100 hauber would be strata. and i would not be so great for the stock market. it would be easier for oil to get there with treasury yields and the dollar both getting weaker. by the

it is hard to roll with the well-known consumer group plays procter & gamble, pepsico rated the bestto join the cnbc investment club and watch what we do. at the same time you want to give your kids something with more juice, like the great growth stocks of the era, i'm talking apple, teslas --. if you do set up an account for your kids, may i suggest going with a uniform gift to a minor act account. i'm going to call it ugma. you can give children money that can accumulate somewhat tax-free overtime. the rules have changed when i set up a mutual fund for my kids. i love them because they were trust that you did not need to create. check with your broker for the latest rules for you. they do differ. i think it is one of the better tax breaks around. i know tax rates may not sound exciting but that's how you take care of your family. who does not want free money? if your kid is planning to get financial aid in college you want to be careful because that ugma money can count as theirs and it might get them disqualified depending on the institution. i believe gold is a terrific insuranc

it was 1995, i was all business after college prayed i worked with procter & gamble. i went on a mission trip and i had one of those god moments. i began to set the next few years of my life up for that. when ellie and i got married, we ditched corporate america, took about a 70% pay cut. and then we both came on staff at a church, doing young adult ministry missions, in atlanta. and then a tragedy hit my home. i thought i would never put on a suit again. i thought i would be a pastor in michigan the rest of my life and that was just 24 years ago. i brother was killed by a drunk driver 22 years ago. we prayed -- my brother was killed by a drunk driver 22 years ago. we prayed. god spoke to us again. he said this is part of your journey, you will pastor again. we took that step. that's when i got my mba. ellie has had similar moments. the ball -- bible talks about his workmanship and handiwork and he has a plan for us. you know what we don't know beforehand, we don't always know the last chapter. but we know he has something special and we are navigating these journeys.

it was 1995, i was all business after college prayed i worked with procter & gamble. went on a mission trip and i had one of those god moments. i began to set the next few years of my life up for that. when ellie and i got married, we ditched corporate america, took about a 70% pay cut. and then we both came on staff at a church, doing young adult ministry missions, in atlanta. and then a tragedy hit my home. i thought i would never put on a suit again. i thought i would be a pastor in michigan the rest of my life and that was just 24 years ago. i brother was killed by a drunk driver 22 years ago. we prayed -- my brother was killed by a drunk driver 22 years ago. we prayed. god spoke to us again. he said this is part of your journey, you will pastor again. we took that step. that's when i got my mba. ellie has had similar moments. the ball -- bible talks about his workmanship and handiwork and he has a plan for us. you know what we don't know beforehand, we don't always know the last chapter. but we know he has something special and we are navigating these journeys. t

procter & gamble has been hurt. they're said to be $800 million hit.in commodities. they got crushed in argentina, moved out of that. this is the company that has a good yield, a dividend aristocrat, will do well. today it's an a-student. in the end you come back to the honor roll and this company is summa cum laude. >> no worries about pricing pour power? >> no. they've been able to take price consistently. it's not the kind of stock people want now. i'm mindful of what david was saying, they're buying stocks that if, you know, trying to buy something the algorithm is saying buy it and have someone take you out of it. i like a stock like this because it's for sale, and it is the biggest beneficiary of the big cap stocks of a weak dollar. >> how about tonight? >> i have a stock, chewy, which takes pictures of your dogs, is a company that prospered for a long time and then amazon came in and i think amazon crushed them. i think they have a good business model and we'll have them on tonight. >> what a wild day. >> it is kind of crazy. >> it is. >> russel

it was 1995, i was all business after college prayed i worked with procter & gamble. i went on a mission trip and i had one of those god moments. i began to set the next few years of my life up for that. when ellie and i got married, we ditched corporate america, took about a 70% pay cut. and then we both came on staff at a church, doing young adult ministry missions, in atlanta. and then a tragedy hit my home. i thought i would never put on a suit again. i thought i would be a pastor in michigan the rest of my life and that was just 24 years ago. i brother was killed by a drunk driver 22 years ago. we prayed -- my brother was killed by a drunk driver 22 years ago. we prayed. god spoke to us again. he said this is part of your journey, you will pastor again. we took that step. that's when i got my mba. ellie has had similar moments. the ball -- bible talks about his workmanship and handiwork and he has a plan for us. you know what we don't know beforehand, we don't always know the last chapter. but we know he has something special and we are navigating these journeys.

. >> like, procter & gamble and unilever and kraft and coca-cola and mcdonald's and starbucks, i meannvest billions of billions of dollars in their brands. >> jacoby: mm-hmm. >> they spend countless amounts of money to try to connect with consumers. but all we want to do is make sure they understand that their brands are being, you know, flighted up on these sites next to, i don't know, swastikas. >> jacoby: mm-hmm. >> or next to white supremacist content, or next to other hateful content. and then, look, if mcdonald's thinks or coca-cola thinks that they want their ads up against, you know, horrible racist content, they can, they can do that. >> the day elon officially took over, the use of the n word on twitter shot up 500%. >> and so there's this question of whether or not trolls or, or different people are testing the limits of what is appropriate on twitter. >> and i think it tells you all you need to know about how musk's messaging and his signaling has been received. >> jacoby: as hate speech continued to surge, musk cled in yoel roth, who was now leading twitter's trust and sa

. >> like, procter & gamble and unilever and kraft and coca-cola and mcdonald's and starbucks, i meannvest billions of billions of dollars in their brands. >> jacoby: mm-hmm. >> they spend countless amounts of money to try to connect with consumers. but all we want to do is make sure they understand that their brands are being, you know, flighted up on these sites next toi don't know, swastikas. >> jacoby: mm-hmm. >> or next to white supremacist content, or next to other hateful content. and then, look, if mcdonald's thinks or coca-cola thinks that they want their ads up against, you know, horrible racist content, they can, they can do that. >> the day elon officially took over, the use of the n word on twitter shot up 500%. >> and so there's this question of whether or not trolls or, or different people are testing the limits of what is appropriate on twitter. >> and i think it tells you all you need to know about how musk's messaging and his signaling has been received. >> jacoby: as hate speech continued to surge, musk called in yoel roth, who was now leading twitter's trust and sa

is an investor in boston selling a block of stock because they think ozempic will impact procter & gamblethat was what was happening from august through the end of the year. i think we got through some of that now, but i think there was a big concern about how much of an impact these new drugs might have on the long-term implication for packaged foods. if we take a step back, i do not think it will have an and norma's impacts. it will be modest, slow and steady pressure over a number of years. we will not be falling off a cliff, so we have to put that concern to one side, but there might be pockets where there might be more pressure. as some ozempic patients reports, they are not eating junk food or greasy food as much. there might be areas across more pressure than food as a whole. caroline: could that mean consolidation? alexia: it could be. we saw 3g trying to consolidate the fact -- packaged food market. that experiment did not work, ultimately, but if you look at u.s. packaged food companies, it is the most fragmented consumers staples segment in the developed world. we might see mor