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tv   Mad Money  CNBC  October 2, 2009 11:00pm-12:00am EDT

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i'm jim cramer and welcome to my world. "mod money, you can't afford to miss it. i'm jim cramer. welcome to ♪ mad money."
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call me at 1-800-743-cnbc. you need to understand where we are in the life sukle of decline. in the first stage of this kind of nasty sell-off, everything goes down. after eight days of woe, i think we are wrapping up the everything goes down fate. at the end of this destructionive moment, the cops of stuff you eat, drink, smoke stand out. you saw that today. buoyed by these stocks. in this bottoming growth stocks. they sink apple which was up four points today because of the mobile tsunami rally hard.
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the stocks of company that do need economic growth continue to go lower. next third will happen next week. i expect the accidental high yields to bottom. while companies that make expensive things you don't need will still get hammered, the latter part, the last third most likely won't bottom until they go lower. that consecutive take a while. you go for the soft growth stocks and secular growers. we are clear to begin buying all these stocks and avoiding the others until they are cheaper. next week begins report card week for companies. any game plan must deal with
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that. you know what we do? we search for what is certain. i'm talking about a strategy tested by me when i used to invest $500,000 of people's money when we buy stocks that already told us they are getting a-plusses. in my experience, you only preannounce better than expected earnings when it looks better than your willing to say. especially they are now trading below where they were before you gave you this great news because of the all-go-down sell-off. it's a cheat sheet of what often works. i've got four for you. these are things you can start buying monday. the first is general mills,
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okay? cheerios. september 10th. the stock was around $60. it's now around $63 after blowing on to report a blowout. because the markets kept going down. general mills is taking share doing a fantastic job controlling cost. the stock i regard is many immunized with a big polarization. second, i like procter and gamble. i own for my charitable trust. it reaffirmed guidance. closed at $56. company had been a serial underperformer. it was reassuring to here, like
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a lovie blanket. the stock at 56 bucks and change was slightly higher than close at preannouncement. the company got its act together. broad weak dollar exposure which is good for stocks. let me give you two tech stocks as companies that announce p preexpected earnings. i just heard from xilinx. they said things were better september 23rd, my sister's birthday. when the stock closed $3.28, it's like a dollar store.
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it reports on october 14th. the it's down 200 points. teradyne closed downed a $8.20. the semiconductor business tends to pick up at this point in the cycle. this is aerospace, we want boeing, okay? ba. up accidental high-yielder, 3.3%. there is a lot of news coming out of the aircraft and air space. launching the dreamliner. boeing is crushing airbus. weak dollar.
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general mills, procter, xilinx and boeing. i like them here and i like them on through monday. let's talk about what you need to look for, particularly when we have companies with very questionable decisions. when that happens, we throw the red flag. tuesday, yum! brands. you probably know that as kentucky fried chicken. it could give the restaurant business a chance to redeem itself after darden this week. if yum disappoints, weakness in restaurants is part of a larger trend. don't do that. wednesday is an interesting day we'll be talking about does co-which already told you things
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are good and family dollar. both companies report. costco said great things recently. i already fast before i go there because of the free samples. how do you think i got rich? we need family dollar down. >> we want to listen to what
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monsanto says on wednesday. maybe we have to reevaluate the ag trade. we are negative right now. thursday, oh, boy. not an earnings story. thursday is macrodata. we have a claymation of numbers. retail sales, i couldn't figure out which was the retailer or predator. that's dreadlocks. we also have a v, jobless claims. we now how important they are, okay? we need to see something better than today. a bad jobs number will cancel out anything good from retail
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sales. here is the bottom line about next week's game plan. irneed you to stick with the safest, most certain stocks you can find. the ones that reannounced better than expected numbers, companies with huge stocks like boeing. jobless claims on thursday. only good retail and jobless claims numbers can rechange this number from bearish to bull usuish regardless of the bullish companies. eric in california. eric? >> caller: boo-yah from l.a. >> l.a. we haven't gotten a lot of calls from l.a. this is terrific. what's up?
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>> dagen: do you think yums is better than mcdonald's? >> no. i hope we won't have bad sales for more of them than taco bell. we are not going to be able to offset what happens in china. just to offset china. go to mike in illinois. mike? >> caller: hey, jim. >> doesn't illinois have a big game this weekend? >> caller: i don't know. >> i think you do. >> caller: i've got a big second city nonolympic boo-hoo-yeah.
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>> i didn't want the president to go to copenhagen. how i do play this? >> you can't. i used to trade off everything. i would buy morten stault. there are some events you don't trade. it don't work. we are not going to trade off brazil. all right. i've given you my game plan. you can go in the next week with confidence. i need you to look for stocks that already preannounced better than expected numbers already. stay close to a lot of the earnings. next week is report card week. "mad money" will being back. >> it's friday. that means cramer is digging deep. to buying you on the weakness
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help you make bad money? >> bud light. >> coors light. >> profits are up as the battle of the beers brewed up a winner. don!
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what? we don't need these minutes anymore. we got that calling circle thing everybody else has. it's at&t's a-list, don, and it's not the same. we get unlimited calls to any 10 people on any network, but unlike everyone else the minutes we save, we keep. so? so why save minutes with your calling circle if they just expire at the end of the month? you're using that one. (announcer) introducing a-list with rollover. unlimited calling to any 10 numbers on any network and keep the minutes you save. only from at&t. 100 years of engineering excellence is right on time. it's gmc truck month. shop sierra 1500 slt with the 403 horsepower 6.2 liter v8. it's the most powerful half ton v8 in its class. step up to the best. it's gmc truck month. get 0% apr for 60 months on 2009 gmc sierra or get $6,000 total cash back on select 09 sierra 1500 extended and crew cabs in stock.
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and in all of my years of investing i've never gotten three -- i mean, the best way i know to keep your attention on stocks is by speculating, owning small high risk high reward names. i'm not kidding. because i need you to keep interested. although no more than 20% of your discretionary portfolio, meaning your non-retirement portfolio, should ever be in speculative stocks. speculation is the best way to keep you from sticking your head in the sand when you see the market get walloped day after day in all of this miserable jobs data. it keeps things fun, keeps things a little light. adds a sense of, yes indeed, gambling to the whole process of investing. of course the odds are much better than gambling, where the house always does win. fun, excitement. these are actually integral to successful home game investing. although i am the only coach out there who says this. i'm the only coach out there, period. i must keep you interested in your money because the key to your success, as i say in getting back to even, the new
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book that comes out in ten days, is to stay active with your money, stay engaged with. don't delegate it to index funds or others who may not have your best interests at hart because those strategies have failed over the last decade. and tonight for speculate friday i've got a way for you to speculate. not gamble. on gambling. wms industries, or just wms for all you home gamers. here's a company that makes gaming machines. everything from one-armed bandits to the high-tech, high-quality, and high-priced new video-powered machines. very exciting. wms is a great position now. not because we think the consumer is in terrific shape and ready to flock back to casinos. that could take longer than expected given today's nasty job numbers. it's a play on two different things. the casinos' spending cycle, their capital expenditures, and budget strapped states allowing gambling in more and more locations because they've got to raise money. there's been a lull in the replacement cycle for slot machines. they've got to get new stuff.
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but the credit freeze has now thawed, giving casino operators access to new capital. they're going to spend it on the casino floor where they actually do make some money. buying the best most up-to-date machines to boost foot traffic. they like to excite people with new machines and people are excited by them. there is serious pent-up demand for up-to-date machines with the most innovative games. historically slot machines have been replaced every six to ten years but as of the end of 2008 we're running closer to a 14-year cycle. that's not going to work. that's a lot of operators with a lot of machines that should have been replaced already but they were out of money. especially as states roll out new gaming machines in new locations. hey, i went to the sands casino resort in bethlehem, pennsylvania recently. i was of course by far the youngest person. and places like this with
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neighboring states have to update their machines or lose their customers. once some casinos start replacing their old slots with state-of-the-art equipment, their competitors can't afford to stand still. i think wms is the slots manufacturer that's best positioned to take advantage of this upcoming casino spending cycle. i got this idea from brian ashenberg who runs the fabulous breakout stocks newsletter at thestreet.com where i'm chairman. breakout stocks is breaking out from the pack. i want to tag along with brian because he's so hot. beyond the fact that casinos can once again raise money and spend it on new machines, states, which can't raise money because taxes are high already, have been making changes to their gambling laws. in order to roll out more slot machines by taking advantage of their citizens. the citizens' late stage capitalism at its best. in illinois, by the way, which is playing penn state this weekend, the governor's announced he's signing a construction bill with a provision to install video game machines at bars and taverns throughout the state. creating an opportunity to sell between 75 and maybe as many as 75,000 machines, low end 25,000. this legislative proposal set to
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be made next year, massachusetts, arizona, new hampshire, possibly kentucky, to allow more gambling if n. one form or another. ohio referendum next year on installing 2500 video terminals at tracks. now even the white house is considering allowing indian tribes to built casinos on land far from their reservations. these are all natural-born customers. even as slot machine players may be natural born suckers. all this means more gaming machines are going to get sold. but why am i going with wms as the way to play it? i think it's the best in the business. even though it's expensive. and you know i love best of breed. and i will pay up for it. wms has been generating solid cash flows, taking share left and rye right from its competitors like igt and bally technologies. it's got the best performing and more importantly the most desired games on the casino floor.
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a rebound in domestic slot machine replacement market means more business for the company with the slots that gamblers at casinos actually want. that's wms. recent quarter was dynamite. delivered a 2 center earnings per share beat on what the street was expecting. and the company has said they're seeing people loosening the purse strings at big multiunit operators. looks like the replacement cycle is ready to come back. trades at 23.4 times next year's earnings. that may look expensive but it grows at 26%. i could see growth managers paying a lot more for this name but they would think it's too pricey. how about a catalyst? we've got the g2e, the big trade conference. which is why i'm recommending it, ahead of the big trade conference. here's the bottom line. don't gamble. speculate on gambling with wms. the best way to plate slot machine replacement cycle. and moving across the country buy state governments that use one-armed bandits to fill in the holes in their budgets. this one a play on the exact weakness you saw this morning in the employment numbers. you are speculating on one of the biggest negative trends out there. the potential bankruptcy of state governments everywhere.
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after the break, i'll try to listen to some lady gaga and make you even more money. ♪ poker face >> announcer: stay tuned. after the "lightning round," the great cramerican challenge begins. you could win a trip to see a live taping of the show, meet jim cramer, and even kick off the "lightning round." for official rules go to madmoney.cnbc.com.
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i work with a partner. this is mine, blitz. i can't do this job without him, and he can't do it without me. to keep him at his best, i only feed him eukanuba with prebiotics to promote strong defenses. you know he means the world to me for a lot of different reasons. he's more than a partner, he's family. [ female announcer ] ask an expert at your pet store which formula is best for your dog.
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let me tell you about one of the great untold stories of this market. perhaps one of the best untapped opportunities out there. i'm talking about the end of the beer wars! that's right. after years of crushing battles, suddenly we have a virtual
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oligopoly in the beer market. and the truth in the discount wars has been declared. among the players. as much as we love to quaff the stuff and have done our best here to support the prices, these companies have been competing for every sip. and you know how much we hate competition on the show. the true enemy of capitalism and the nemesis of profits. you had coors and molson, bud. you had corona. you had pabst. you had miller. dos equis, heineken, all fighting with each other for market share. it was a really nasty eight-way war fought over inches and yards
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of space. at the tap, the supermarket, the liquor store. then bud, which was clearly both the share leader and price cutter, gets bought by heavily indebted in bev while coors and molson merge. miller was once owned by philip morris, which used to spend fortunes building the brand. now it's owned by a south african company, s.a.b. doesn't seem inclined to compete on price. on top of the merged molson-coors situation they formed a joint venture with miller. miller coors. combining all u.s. brewing operations and ending a vicious light armor beer battle. then last night we learned that heineken -- i've always felt heineken was skank beer but i liked the light ones. we learned that heineken and s.a.b. miller are interested in buying the brewer division of femsa which makes dos equis, sol, and tecate. cerveza. these are three of my personal favorite beers along with every other beer i've mentioned so far. that's some serious consolidation.
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we're going from competitors absolutely killing each other to a slop-happy international beer oligopoly where even though sales are down profits are up because all we've been saying is give beer a chance. they're not warring anymore. how about twisting the words? because i want to show i'm a little more current. of the buffett-like jordin sparks. i remember phillippe. that's how old i am. that beer is no longer a battlefield, a battlefield. and you do not need your armor. if you want to know how great things are in the beer game, right now, why don't you take a look at cramer fave pabst? pabst blue ribbon beer. there was a great article in "ad age" recently about how sales of pbr are up 25% this year. we know pabst has a reputation, false i believe for being a cheap beer but in fact they've raised their prices to where they're more expensive than the
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value brands from bud and miller coors and the company's still doing well even though it hasn't spent a dime on media spending. at least in the first half of 2009. you know what i call it? it's a peace dividend now that the beer war's over. that's why i've got this beer castle. not a beer-amid. and i am raising the flag of peace. naturally made out of beer cans. i've got to go this way for halloween, don't you think? to signal the end of this fight. plus these stocks are defensive. that's what you want to own when we get slammed with an ugly jobs number and the market isn't doing so hot. when you add in the raw costs and distribution businesses being down year over year, you have the making of some great multiyear profits. and what do we want to do with it? we want to buy molson coors, or tap for all you -- who drank these beers? thanks for inviting me, pal. why do i like tap the best in
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not just for its ticker, t-a-p, or tap. or that it was down about a dollar today but because the company recently reported a fabulisimo quarter. a 14% earnings beat. the street expected molson coors to deliver 96 cents of earnings. they came in at $1.11. why? because the beer business took its cue from the beatles and did decide to give peace a chance and raised prices rather than engaging in any more nasty price wars. people aren't buying more beer. volumes were weak at molson coors with canadian shipments down 2.9%, uk shipments down 2.4%, u.s. shipments down 1.1%. but volumes didn't matter anymore because pricing is up huge. up 2.6% in canada. up 19.8% in the uk.
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man, it must cost a lot to get drunk there these days. and up 3% in the u.s. all this more than offsetting the volumes, the lower volumes. plus, tap has seen major cost savings from its joint venture with miller, miller coors, where they combine all of their beer operations. the benefits of peace. now, you may never have heard of neville chamberlain and peace at any price. the beer oligopoly is giving us peace at a higher price. post-labor day volumes seem to be holding up and the pricing's getting even better. deutsche bank did some channel checks. they found out the pricing for miller coors, the u.s. joint venture, was up around 3%. volume's up about 1%. their contacts in the industry expect prices to continue to rise over the next six months. and that seems to be true even in canada and the uk, which have been tougher markets for molson coors.
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hey, canada, both labatt -- where's the labatt? thanks for making me look real good. labatt, which is bud in bev, and molson coors raised prices by 45 cents per 12-pack. we've never seen these price increases we've been at war for so long. the beer index which they actually keep has accelerated from 1.5% in may to 5.2% in august. in the u.s. bud, the price leader, is expected to raise prices in october. who's raising prices? do you know anyone who's raising prices other than the repo man? bud is leading the way for the rest of the brewers like molson coors to raise their prices. looks like we can't afford to drown in our beer anymore. better stick to the cheap stock on the dirty linoleum floor. if you want another great way to play beer, high yielder, higher yield than the 2% you get from tap, do not forget that altria, which has a 7.8% yield, still owns 28.6% of s.a.b. miller. about a $10 billion stake. which i don't think it gets full credit for at all in its share price.
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as the beer industry improves the stock should give it more credit. and even though altria recently denied its selling of stake -- its stake in s.a.b. miller, the company also said it would evaluate its options. if altria sells its stake back to s.a.b. and used the money to buy back stock, that would give its earnings per share a 5% boost, probably result in the company getting a higher price to earnings multiple. it's one of the key reasons why i've been building up my altria position for actionalertsplus.com, my charitable trust, where i send out bulletins every day about what i am doing for my charity. here's the bottom line. the beer business has gone from total war, absolute just annihilation, world war i, we're done, to a slap-happy oligopoly where competitors can aggressively raise prices and not get punished with lost market share because everybody's doing it. i like molson coors, t.a.p., for the pure drinking play, but if you want drinking and smoking, total vice play, don't forget
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that altria owns a nice chunk of s.a.b. miller and has a notoriously b.i.g. dividend. and remember, be responsible. don't drink and buy stocks at the same time. why don't we go to david in my home state of new jersey? david. >> caller: hi, jim. a big boo-yah to you. >> well, a boo-yah right back to you, david. >> caller: thank you. my question is about diageo. the stock has rallied nicely since late april. it's now around 61 versus $46 back then. was wonder field goal you think the stock is still attractive at 61 given the -- >> no, man. this stock has moved way too much. and diageo used to be a close personal favorite of mine and
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not just because they make johnnie walker black, which happens to be a close personal favorite of mine. but i happen to think the stock has had too much of a run versus the earnings. i'd rather have you be in beer than i would diageo. now, why am i not negative diageo because it's got a 4.7% yield, which is pretty good. i don't think it has much down side. but t.a.p. molson, that's got more up side. i'd like to go to robin in texas, please. robin. >> caller: hi, jim. i love your show. you make me laugh. i think you're crazy. boo-yah. >> boo-yah. yeah. i don't know what would make you think that i'm crazy. but that's okay. >> caller: you know, because it takes crazy to love crazy. that's why. >> oh. okay, wild one. hit me. >> caller: all right. well, listen, i don't mean to take up so much of your time. i am a neophyte in -- >> i've got all day. >> caller: okay, cool. i'm a neophyte investor. i'm a musician. i bought one of my first stocks in march. i bought cedc.
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i got it low and i made a bunch of money on it. it kept going up and up and i didn't understand why. i bought it at under $9. it kept going up. i sold on the highs. i bought on the dips. and then i eventually divested of it and, you know, i made a big chunk of money and bought my first house. >> you are terrific. you are just a true home gamer. i would say -- i would even go a step further. robin, you got horse sense. >> caller: so anyway, i called a few months ago and i was going to see if i could buy some more because -- >> no. we're moving on, robin. we're moving on. we're buying beer now because there's a big, big peace dividend coming from the end of the beer wars. i think that molson, symbol tap -- if you only remember one thing, tap, i think you've got a good pick. and congratulations on a fantastic run that you've had. i'm raising the peace flag on the beer trade. i mean, without a doubt i'm raising the white flag on the beer -- where's the white flag? anyway, i want you to tap the model and twist cap on molson coors.
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symbol t.a.p. don't forget about the altria and buy stocks responsibly. stay with cramer. >> announcer: try to keep up with cramer as he takes your calls rapid-fire in an all new "lightning round." plus, e-mail us at madmoney@cnbc.com. and jim could answer you on the air on an all new "mad mail." all coming up on "mad money."
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pothole:h no...your tire's all flat and junk. oh, did i do that? here, let me get my cellular out - call ya a wrecker. ...oh shoot...i got no phone ...cuz i'm a pothole...so....k, bye! anncr: accidents are bad. anncr: but geico's good. with emergency road service. ding!
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it is time. it is time for the last "lightning round" of the week on cramer's "mad money." rapid-fire. you say the name of the stock, i tell you whether to buy buy buy or sell sell sell. just to be clear, i do not know the caller or the stock ahead
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of time. the staff prepares the graphics on the fly. we play until we hear this sound and then the "lightning round" is over. are you ready, skee-daddy? it is time for "lightning round" on "mad money." shawn in massachusetts. >> caller: i want to give a thank you very much for taking my phone call boo-yah. >> a very you're welcome boo-yah. thank you. >> caller: listen, my father and my girlfriend taylor watch your show all the time. we appreciate all you do. i'm looking at amd, advanced microdevices. >> thank you for saying those kind words. we recommended amd at 2 and change, then it goes to 6. what are we doing if we stick to that? we're being greedy. you should have taken a little off the table. that said amd at 5 i think it works its way higher.
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i wouldn't pull the trigger because i already pulled the trigger at 2 and 4. keep that in mind. lj in georgia. >> caller: jim, a great gugaboo-yah. >> i don't think we've had that from the peach state before. couple upgrades had week hpan. i know there are some very big properties coming up for sale in that area. i think hpan is raising up capital to be able to contribute. we also had the ceo of fnfg on. that stock's making a nice run off its offering. i'm giving up hpan and fnfg. now we're going to brian in indiana. brian. >> caller: jim cramer, hey, i want to give you a gargantuan boo-yah on behalf of my lafayette jefferson high school. ba-ba-ba-ba-boo-yah. >> how early can you get in the game? the answer is never too early because of compound interest and compound dividends. and you can be a little more speculative when you're younger. how can i help? >> caller: for sure. go broncos. i'm 18 years old and i'm in jec, jacobs engineering.
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and i've been getting slaughtered the past few days. >> you know why you're getting slaughtered? because it's now becoming clear that congress is not doing enough to be able to do infrastructure. which means you've got to take a little off the table. you're 18. come back and congratulations for younger investors. but i do think the next move in that stock is continuation of weakness. helen in north carolina. helen. >> caller: hey, how are you? boo-yah! >> holy -- >> caller: i'm helen from pirate country. >> argh! >> caller: hey your show is wonderful, and i never feed my husband dinner until after your show is over. >> i like that. you're fasting during the show. i think that's gp. >> caller: what about allergan? >> remember we had the ceo.
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the stock was in the low 40s. fine stock. telling us to buy it. no one believed him except me. why? because i think in the end what they make is not just botox but they've got a lot of products against obesity. they've got like a dry eye thing going. i saw that commercial with that woman, brooke shields or something. and i've got to tell you, their business is strong. you've got to buy allergan. i don't want this "lightning round" to stop. do you know what my life is like besides this "lightning round"? yeah. everyone knows other than the people at the elks, you still know -- all right. let's go to eric in south carolina. none of that. >> caller: thanks for taking my call. this is eric. greenville, south appalachian gamecock boo-yah. >> i bet the barbecue is good there. i smell that smoke. go ahead 37. >> caller: i'm looking for some medium to long-term investment opportunities counting on the global recovery. can you give me your opinion on honeywell -- >> you couldn't get a better company to play with. a dynamite ceo with a fantastic plethora of business a great mosaic afghan a pastiche of industrial companies which is why i own it for actionalertsplus.com, my charitable trust where someone praised it earlier. good yield. solid company. i say honeywell is terrific. let's take one more. i say we take one more. i say we go terrapins.
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david in maryland. >> caller: jim cramer, a big fat chesapeake bay maryland ba-ba-ba boo-yah. >> i give you a national bo bohemian beer boo-yah. that's how old i am. brewed on the shores of the chesapeake bay. >> caller: i'm trying to figure out what to do with my position in -- >> tnp. it used to stand for take no prisoners. now it stands for sell sell sell. by the way, i also want you to check out tonight's trivia question. cnbc.com. and throughout the weekend until monday i want you to stick with cramer! ♪
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>> caller: i want to give you a motor boat b-b-b-b-b-boo-yah. >> there's a yacht next to me called boo-yah. >> i've got one in new orleans, one in florida. >> caller: this is dominik from queens. >> i like queens more than any other borough. except forever brooklyn, bronx, staten island, and manhattan. >> what a wild one. a total, yes, yo-yo. i was never good at -- the economic fundamentals are a push creating the yo-yo action, which i refuse to use again because i couldn't even do cat's cradle. >> let me just try it again. yo-yo. ♪ ♪ whoa >> i want to show you the
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greatness of my pick this weekend. take the snaps. next play. take snaps. then take snaps. take snaps. take snaps. >> over there. >> right. he was really awesome. ♪ i want to fly like an eagle to the sea ♪ or how much you have in your account? at td ameritrade, there's only one price for online stock trades--$9.99. now matter how often you trade. no matter how much money you have in your account. straightforward pricing from td ameritrade. independence is the spirit that drives america's most successful investors. due to diabetes it would frustrate me.
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>> jim, i know you are positive on apple from an investors point of view. my apple product, mac pro book. mack book pro and iphone and ipod are manufactured by overseas subcontractors. this doesn't help much the 15 million unemployed workers in the u.s. my golf clubs, tv, and cam ares are made in china. is this because the u.s. no longer has the manufacturing capability to build such items, or is it a strictly commercial decision? have you tremendous influence. i urge you to lobby to bring manufacturing back to the u.s. >> first of all, on am. i was listening to the street high. here's a guy from ubs comes out
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today, and he goes to $265 target. you know that was just the best, cramer. jobs, jobs, jobs. dan dam eco and i, the fabulous ceo from newport. we talk about this all the time. the reason why we do not have the manufacturing capability is because we don't create enough jobs and don't grow fast enough. the real economy is away from here grows faster. i implore congress to fix on creating jobs. not on health care. not on cap and trade. jobs. here's one from maury in california. dear jim, wanted to thank you and say i recovered all the money i lost in the big crash last year. how great is that. i retired in 2008 and started watching your show every afternoon with a cold beer. in march of this year you gave me the confidence to take control of my investments. on april 1st i made my first trade with you, and ow i'm now back to even. watching your show every day is equal to fdr fireside chats to me. thanks for the entertainment and education. i'm hoping santa will bring me your book for christmas this
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year. lori, thank you. getting back to even comes out in ten days. thank you so much, lori. you did it right. you came in when it was low, but let's not get greedy. fdr is one of the greatest presidents so, i wish i could put myself in the seam sten as him, but that's not fair, but thank you. here's one from john. imented to ask you about two companies that are developing drugs to fight obesity. vivus and orexigen. vivu is -- what's your opinion of these two companies? these are highly speculative companies. i have been reading a lot of great coverage about these two by a guy named adam foreststein. he knows much better than i do. i suggest you read adam. he is the go-to guy. i think they're both too speculative for this guy. mad money is back after the break.
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xwlo i'm jim cramer. have a great weekend. i'll see you monday.
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