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tv   Mad Money  CNBC  April 8, 2010 6:00pm-7:00pm EDT

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>> i'm jim cramer. and welcome to my world. you need to get into the game. these firms are going to go out of business and they're nuts, he's nuts! they know nothing. i always like to say there's a bull market somewhere. "mad money." you can't afford to miss it. hey, i'm cramer. welcome to "mad money." other people want to make friends. yerk i just want to make you money. my job is not just to entertain but to educate. so call me at 800-743-cnbc. over and over again, fabulous news, fabulous news from the united states of america! is being obscured and overblown
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by worries. like the trouble with greek bonds. greek bonds. it's trouble only the most sophisticated player, the guys who can flit from pounds to dollars to yen to euros actually can or should care about. every morning here in the u.s., every positive development these days is overshadowed by the shroud of athens. and it doesn't stop until the european trading day closes. eventually by mid-morning, we escape the downward pull and trade up on our own fundamentals. which is how the dow closed up 30 points, the s&p rose 3.4% today. it's not just the distress of the european territories that keeps us down. there's also an amazing ennoi of good news. we're anesthetized to anything
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bullish as investors just don't seem to respond to much enthusiasm, last initial ly, to positive stories. maybe now they see the good news as routine. maybe they're just bored by good news. either way, when you combine the ennoi with the worries of atlas, zeus and mercury, then listen up captain marvel, you get a lot of bargains. it ain't mercury, it's hermez. take today's session, we had a huge number of retailers who posted spectacular numbers before the market opened. spectacular! eye-opening! and you know what happened? they got bottled in some grecian urn and did nothing at the start of trading. the fantastic news was totally obscured with grecian formula.
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even though it's totally irrelevant to them. what kind of grecian formula is this? and there's nothing mundane about the amazing quarters coming out of retail. consumers are feeling fantastico, partially because they're "getting back to even" in their stock portfolios, which happens to be the only real variable here, other than the fact that people who just stopped paying their mortgage turned on the retail jets. anyway, it's not just retail. all kinds of stocks that report upbeat news just sit there at the eopening doing nothing, kind of hanging out like it's a way station. because the positives are obscured by greece, by grecian formula right in the eyes. as soon as european trading ends, the cloud is lifted and the stocks go higher. what a pattern. one that lets you buy stocks off of good news before it's reflected in their share prices. home gamers with time to spare between 9:30 and 11:30 a.m. can
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wipe the grecian formula from their eyes. oh, nasty. okay? and you can profit from the situation. you have to see the stuff to believe it. you know what i'm going to do? i'm going to show you seven examples, seven heads for seven brothers where positive news about a company was totally overshadowed by greek woes in the morning. and only kicked to the curb as european trading day came to an end, even though these stocks have nothing to do whatsoever with greece. they've got more to do with greece monkey than greece. tonight we're peeling off the grecian formula. where's the darn bdracma when w need it. take bed bath & beyond, it reported a killer quarter, earning 86 cents a share when wall street was expecting 73 cents. this is what i call a genuine beat.
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bed bath & beyond is a housewares company, for heaven sake. all we hear is about how bad housing is. but the velocity of the housing turnaround across the country is huge. that's what bed bath & beyond is a play on. so what happens? follow me. its good news is hidden by grecian formula. the stock opens down a coup pennies, despite this amazing number at 44 and change. then it's up to 46 in an hour! when the formula comes off. all right, let's go to another talking head. or actually not talking head. this one is tjx. which massively raised guidance this morning off of a 12% increase in same-store sales. sure, some of the strength is from easter, but that's just pure consumption. tjx, let's go over to the charts. look at this. opens up pretty much flat at 44,
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right? because the good news is obscured by that grecian formula. then it rallies to 45.50 an hour later. isle take that money any day. here's one where it's never on a monday. it's mandy to the rescue. oh, back to the heads! okay, how about goldman sachs? here's another company with no connection to greece, other than the fact that it's been in the forefront of predicting problems in greece. goldman is more likely to be short the euro and have contracts against grecian bonds than to own them. what did the stock do? let's go to the charts. look at this, it opens at 175 and change. of course, you're closes, boom. we get to 179.20 by europe's closing. what a bunch of bull finch! okay, back to the heads. same story with -- never put your back to the camera. memo. same story with eog resources, oil and gas company.
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producer. it was showered with number bumps today and recommendations galore. based on its switch from natural gas, which is falling to oil, which is off the charts. eog. what does it do? look at this. it opens at 104 virtually unchanged and hikes its way to 107 after europe closes, held back by greece. it's not the time or the place or the motion to be kept down by greece. take the grecian pressure and grow it away. here's another one. wynn resorts. it gets blessed with a major price target boost by ubs on its amazing macau handle. don't forget, there's only a couple of casinos allowed to play there. does the stock soar at the open in no, obscured by greece. the stock opens at $81. then it goes right to $85 when people shrug off europe and recognize that the action is in asia. snake eyes? no, 7s. stop worrying about the grecian
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urn and start thinking about how much money you could earn by forgetting greece. okay. you can see it in head number six. rost stores. this morning, rost raised earnings guidance between 1.14 and 1.16. you can make a case the stock should have been up. >> curt: ga>> curt: gan-- gigantically on that. what happens? all right, last talking head, number seven. target! target! this company is finally getting it together. it said its first quarter earnings would exceed the
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expectations. yet, anthony quinn has a chokehold on the opening. unchange the. unchanged at 54.30. then it hits 55.60. and the irrelevant cloud dissipates. do you even think they have a target in greece? the bottom line, look beneath the grecian formula. as long as people are ignoring fabulous news from companies while europe worries hold sway at the beginnings of the trading day, i think you've got a chance to buy bed bad & beyond, tjx, goldman sachs, eog, wynn, ross stores and target. for less than they're worse. put your faith, not with the greek regime, but with plutus, the god of wealth. he's got your back. stevea
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stevarino in pennsylvania. what's snup. >> caller: it was a thrill meeting you at the fifth anniversary show. and i need some retail detail tonight. >> sure. hit me, i got it. >> caller: retail stocks like macys pull back during the dog days of summer after a big spring run-up? >> everybody said that today. could you find one more person who could be more blahs, can you see people be more blahs about the sales? maybe macy is doing well. j. screw is a hot one. no, man, things are good. the stock market is up, people start spending when the stock market is up. let's go to kurt in washington. kurt. >> caller: jim, what's going on? >> i don't know, kurt. they're bossing me around like usual. you know, the puppet master, you know how it is. go ahead. >> caller: well, i want to give you a massive university of
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washington huskies boo-yah from the great pacific northwest. >> wait a second. [ dogs barking ] okay, stop fooling around. let's go to work. >> caller: all right, here's my question. you mentioned a good method to track stock market futures was to track the baltic dry index because it showed how much raw goods china was importing. can you explain what we should be looking for when we actually evaluate the baltic dry index chart? >> the problem is it's ceased to work really effectiveness right now. it literally is not reacting correctly. it should be much stronger. i think it's taken away the meaningful ratio we used to follow. but that doesn't mean that things aren't getting better. all right, don't let greece distort you. wipe the grecian formula from your eyes. look beneath the formula to
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what's underneath the heads. bed bath, tjx, gold man sachs, wynn, ros stores. it happens every morning. it's driving me crazy. "mad money" will be right back. >> >> coming up, golden growth? is this elemental stock the key to a successful portfolio? cramer's one-on-one with el dorado's gold ceo on the executive decision. and later ♪ california here we come sneend. >> rags or riches? while the state could be broke within months, there could still be opportunity to shine. plus, stimulating profits? with health care reform passed, is this stock ready for a refill? cramer's exclusive with the ceo of allscripts on the rx revolution. all coming up on "mad money."
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after a huge move higher, how can you tell when a stock has more room to run or maybe it's just finished and you've got to walk away? that's the question we have to ask when it comes to allscripts, mdrx. that's the health care technology company that makes the software doctors and hospitals use to modernize their practices with electronic filing, electronic claims, prescribing systems. we've liked allscripts a long time. it's up 159% since i got behind it on january 2, 2009. i was looking far play right when president obama was inauguratinged. it's up over 97% in the last 12 months. the company, which reported a terrific quarter yesterday is a big beneficiary of both the stimulus and the health care reform bill. the stock trading 28 times next year's earning, got to ask, is the stuff already baked into the share price? i don't think so. the stimulus bill included $36.5
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billion in incentives for hospitals and physicians to adopt electronic health records where allscripts is the market leader. 21% share of physicians, 7% share in hospitals. and the strongest distribution network in the industry. not to mention customers it picked it up when it made the acquisition in 2008. doctor will start receiving checks from the federal government in 2011. so if allscripts was able to meet expectations before, imagine how it will do when the cash starts flowing. i expected it to take out its high. so i've got to figure out, is the steam running out? or is this huge "mad money" winner just resting. let's hear from the ceo of allscripts to find out and learn more about the company's quarter and its future. welcome back to "mad money." >> thanks very much. happy to be back on. >> there was some concern you
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weren't booking all the business you should have. this was just a perfectly clean quarter, wasn't it? >> it really was. when you look at sales, when you look at revenue, when you look at the bomb line, you see a story of execution. sales have had about $105 million, which i think put to rest any of the questions whether this market continues to accelerate. we were 5 million above the street estimates. and on the bottom line, we exceeded the street's estimates by a penny. we were pleased with it. >> are you guys worried at all there's a freeze going on. there might be money coming and some of the doctor and hospital companies don't want to spend until they have the federal checks in hand? >> well, it's clear -- it's clear that some of the physic n physicians are waiting, but i think that's good news for us, because as you mentioned, the fact that we're posting this kind of growth, it's 25% sales growth year over year, and the
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stimulus hasn't completely hit yet. that's good news for allscripts. it's giving us time to put together our distribution channels who are ready and waiting to take advantage of that increased demand. we said every quarter it's going to get better and better and better. that's what we see as the stimulus dollars click in. >> all right, i just came back from egypt, came back with a bug. had to go to three different doctors, all connected in the same system. once again, it was all handwritten and then passed down to another guy, handwritten. another guy. three years from now, am i still going to get that at one of these great hospital systems in new york? >> you really aren't. when you look at the $40 billion-plus stimulus, what you see is that in those numbers, 70% is going to be spent in the next three years. your number is great. physician practices, hospitals and the like have to go out, have to acquire these systems. and then penalties are going to
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click in. so we have a carrot and a stick. we're seeing rapid adoption, stronger interest and buying all over the place. we're very bullish. >> hca has been public, i used to own it for my hedge fund. don't trade it anymore. a $4.5 billion valuation. i have to believe once they get this money, they will turn the jets on. >> keep in mind, we're working with ambulatory physicians throughout in the market. everyone wants to connect with these physicians. each physician is worth about $1.7 million to hospitals. so they want to be connected. they want these physicians to be automated, using electronic health records. we do business, but we don't do as much as we would like to. >> i like that.
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i just got the ipad, all right? i've got to tell you, it's pretty amazing. one of the thing is oom hearing from my apple friends is we've never been able to crack into doctor, but we think this ipad is going to be the way they prescribe. do you have applications all set for the ipad for allscripts? >> we do. we're running today, not only on the iphone, but on the blackberry as well as windows mobile. but i'm excited to say that sitting on my desk back at the office is an ipad. it's running our application today. we want to do more with it and we're excited to work with folks, university of south florida, a great development partner, to take advantage of that device. another thing i was concerned about is that -- i'm trying to figure out the health care bill piem not kidding. did you see anything in there
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that was different than last time? it's not "war and peace." it's not compelling. >> the president underthat you have to have electronic health records in order to take advantage of all of the savings and all of the qualities. that went into effect almost a year ago now. and the health care reform bill was more about payment and coverage and the like. it removes uncertainty. but our dollars are set, the market is moving and the time is now, as we say to physicians, but i would also say that to investors as well. >> one last question. when you -- i want our viewers to understand better what you do. i do know -- a lot of times what happens is i'll know something, you know something. but they've got to understand. let's say you go to a 20-doctor
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practice in a suburban town. do you say to them look, i think this is good for the patients or do you say it's good for the patients and i promise you, we will save you $10,000 per doctor? >> well, this is one of those great cases that you get from electronics and computerizing any industry. this is a big win for patients. it's a big win for physicians. gives them better information. it gives them better efficiency and it gives them better connectivity. what we're doing is we're bringing the internet to health care. think of it like that. like the verizon of health care. >> is it going to be -- do you ever bump into salesforce.com as a competitor? >> we don't. salesforce doesn't offer applications in our area. it's unique. you've got to go out and cell these physicians practice by practice.
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we know how to work with physicians. folks like henry shine who go out, have an enormous sales force who every week visits physician offices. >> excellent. i think the next three-quarters can be better than the last three. i'm still looking it. we've been right. we're sticking with the story. stay with cramer. >> coming up -- rags or riches? while the state could be broke within months, there still could be opportunity waiting to shine. cramer's got the plays.
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>> looking around facebook today, we see since adding kip as a friend, kyle's stock is plummeting. he has 215 friends this morning, he has is 11 this morning. the rumors are now becoming more than that. jimmy and bebe has decided to now share their friends.
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chick friends are worth triple what dude friends are. >> we're talking about california tonight. land of surf, sun and nearly bankrupt cities. if this were erik cartman's acclaimed facebook podcast, mad friends, i would tell you to dump the garden state from your friends list right now. but on "mad money" we don't care about making friends. although we dig the shoutout on "south park" last night. wait a second, we did pick up one of the nifty devices he had. >> merger. merger. merger. >> these things are great. i have to get myself my own show. anyway, if you're going to make money, not friends, you need to look past the woes of california, the state -- >> merger. >> -- and focus on the fabulous recovery happening in california, the world's eighth largest economy.
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all week we've been focused on how to play this turn in our california cation/going to california/california here i gom. highlighting the sectors that benefit most from a statewide recover -- retail, homes, banks. and today we have another area that works -- commercial property. we've been hearing about the impending commercial real estate apocalypse for an eternity, one that would devastate california. but as the bears wait and wait for the commercial real estate collapse, the real estate investment trusts that own this property have gone to new high after new high after new high. and now we're getting signs the commercial real estate in california is on the mend. oh, for you less savvy when it comes to theatricals, if you're looking for a symbol, gudeau is more of a play character than a
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stock. >> merger. >> looking at industrial, retail and apartment property, it's looking up. financing for deals has returned. supply has been much tighter during this downturn than during the dot-com bubble. in southern california, the l.a. county economic development corp has been a very realistic group said business expanded more than 10% across the region, particularly in orange county and san bernadino. "l.a. times" reporting the increase in office vacancies is slowing. the increase in vacancies slow before we start getting rid of the vacancies. apartment market expected to improve throughout the year, led by san diego, where rents should rise and vacancies fall over the course of a year in 2011. we went over the strength in retail. how do we play? how do we play it in this state without buying an office building or apartment complex. there are a lot of great real estate investment trusts or reits.
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you want apartment exposure? here's one that survived the late '80s, early '90s. bre properties. 83% of its net operating income from california. 24% from the very strong san diego market. they weathered everything, these guys. occupancy rates are higher than the historical average, 4% yield. i like that. ess, the largest investment real estate property trust. another one with a fat 4.3% yield. retail, there's mac, the biggest western mall owner and manager. 21% california, but 6% yield. although around 90% of the dividend is paid out in stock, not cash. i like reg. it yields 4.9. but overall, i think the best opportunity is in office and industrial properties. if you want to play it safe, you can buy ps bismarks.
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30% california but also owns properties in d.c., florida and other markets. they've already made occupancy gains in many of these markets with the exception of l.a. that's got to come back. real fav one here, one that cartman and i are in total agreement about is kilroy. yeah, that's the name of it. krc. it owns and managers office buildings in southern california. it's 100% california, mostly in san diego and l.a., while its industrial buildings are in orange county. why is it so special? there's a huge variance between kilroy's occupancy rate and its historical occupancy rate with 93.1. most potential upside. i'm calling it a c student becoming an a-plus or b-minus material.
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4.3% yield while you wait, i bet they could even improve on that yield by raising the return. no past tense, kilroy is here. the municipals in california are brown and gray, but when it comes to real estate, i wish they all could be california stocks. despite the recent jump, judging by the two-year chart, you have years of huge appreciation ahead of you for kilroy. john in washington, john. >> caller: jimbo. here's a well deserved boo-yah to you. >> thank you very much. i appreciate that. what's on your mind? >> my question is based on what i thought was a missed opportunity when plum crick went to an reit. what's your risk assessment of buying weyerhauser now?
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>> buy it, buy it. i can own stocks and give money away. this one is terrific. it's inexpensive. the real estate trusting issues ahead of it. and housing is turning. wy is a terrific play. i would pull the trigger right now. wayne in illinois. >> caller: boo-yah, mr. cramer. i came across a stock that i think pays a pretty high dividend. i need your opinion on shimerch. >> i don't like. it's run by a very good guy who also running annaly. it was meant as a terrific diki of play on a turn in real estate that had not happened yet. i'm just not going recommend it. i think it's too risky and it hasn't worked yet. and i don't know when it's going to work. although doi trust mii do trust
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don't want to recommend chimerica. i did once and lost people a lot of money. i'm not going back. phil in arizona. >> caller: i have a question on bank bank of santander. they're in a bidding war. given the typical m&a impact and the financial troubles in greece, sit wise to keep my current position or sell out? . >> i think so. i think spain does have problems, but i'm sticking my neck out. i think that yield is okay. i'm not backing away from this one. i know it's a risky name, but i'm not back age way, not at $1. when it comes to commercial property, i wish we could all be
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in california. i wish they could all be california stocks. my favorite is kilroy. krc. i like bre and some of the other, but kilroy properties stands the most to gain. stay with cramer. coming up, jim goes high voltage in an electrifying fast-fire lightning round. boss:hey, glad i caught you. i was on my way to present ideas
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about all the discounts we're offering. i've got some catchphrases that'll make these savings even more memorable. gecko: all right... gecko: good driver discounts. now that's the stuff...? boss: how 'bout this? gecko: ...they're the bee's knees? boss: or this? gecko: sir, how 'bout just "fifteen minutes could save you fifteen percent or more on car insurance." boss: ha, yeah, good luck with that catching on! anncr: geico. fifteen minutes could save you fifteen percent or more on car insurance.
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a stock that's ramping today. no doubt it was due to the "south park" episode last night. now it is time for "the lightning round" on cramer's "mad money." rapid fire stocks, i tell you whether to buy, buy, buy or sell, sell, sell. i don't know the stocks ahead of time. when you hear this sound, and then the lightning round is over. are you ready skee-daddy? it's time for "the lightning
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round." tony in pennsylvania. tone tony? >> boo-yah jim. is now the time to buy nike? >> you know what, the problem with that is that we're really -- look, i think that's a great little data point, obviously. the reason we want to buy nike is the worldwide incredible resurgence by consumer spending, particularly in china. i think that nike is a screaming buy. i would buy it all the way up to 90. i'm not kidding. that was some quarter. carroll, i'm a grandmother, you just made my day so boo-yah. >> what do you got. i'm trying to make money for my grandkids' college fun. jim where do you buy your pants? >> i don't know.
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i got these at neiman's. >> my grandkids buy their uniform pants at the pant stores, sears, what's up with shld. >> i get my tires at sears. here's the problem with sears. i used to recommend it all the time. because i have great faith that andy lampert is doing the right thing. i like the stock. i think it's a great play on the recovery in america. i'm bullish. however, the bears make it like they're alone. i like sears and i like the buy back and i like lampert. >> caller: i want to give you a big i i'll boo-yah. what's on your mind? >> raintree sources. rrc. >> they've been killing the thing. of course, what we need are some
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mergers in that area. here's the problem. everyone decided natural gas is below. it's a short. eog resources say they're going to get out of natural gas. i am going to tell you, you should buy anna darko right now. i can't tell you to buy rrc until i see a little movement in washington. now i'm a septic. bobby in new jersey. >> hi, jim. boo-yan. >> my stock is gap, gps. >> it's an up stock, it's most improved. i like buying slacks there. it looks better than ever. i think the stock goes to 30. and that one on route 10, gap store management has got some nice people working there.
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how about george in florida? unshooin, george. >> caller: hey, jim. boo-yah to you from vero beach, florida. >> i wish i was there. i'm stuck here. what's on your mind? >> caller: i have a two-part question, if it's okay. i was wondering if 13 and change is still too high to buy it? >> listen, cowboy. jdsu is not too high. that is one of the best plays along with akamai on high-speed internet. i've got to tell you. by the way, mlb.com, why don't you test your system the other day? you were completely out. had you used jdsu, at least i wouldn't have been -- i might have been able to catch that first game. how about mark in iowa? mark. >> j >> jim, a big, bad boo-yah from iowa. >> what's on your mind? >> caller: i'm thinking of dumping bank of america. >> you're wrong! you're wrong!
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you're wrong! you're wrong! bank of america, i just picked some up. you're selling it to me, partner. stand up and take your medicine. let's go to jeff in michigan. jeff? >> caller: hey, how you doing, jim? >> not bad. >> caller: big boo-yah. my question is lvs, las vegas sands. the stock seems to have no end to it. >> i think it's a terrific stock, but you know i like wynn, which also has no end to it. wynn is the better of the two stocks. but i want to thank him. he put a lot of money into a sad memorial in israel, but he did great work. i have to mention all his charitable work. he's amazing. let's take one more call. eric in d.c. >> caller: jim, b-b-b-b-b-
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b-b-b-b-b-b-boo-yah. >> i like that. hit me, hit me. >> caller: what's going on with skyworks? >> it just staaled at 15. it's a way station on its way to 20. i think that this stock is a good one and it's cheap and i would buy skyworks. if you own it, i would stick wit. and i would stick with cramer! coming up, golden growth? is this elemental stock the key to a successful portfolio? cramer's exclusive one-on-one with eldorado ceo on this "executive decision."
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>> gold stocks take a pause in march. they are coming back in april. you know i always favor bullion. i also think the etf that tracks gold is terrific. but how about the stocks? i've been partial, cramer getting back to even. great growth. and given the stock is up 73% since i recommended it on february 25 of last year and up
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32%, it definitely deserves that ego, ego happens to be the symbol. it's outperformed the other gold stocks we've preferred for ages. so far in 2010, el gor rdorado lagged. is it time for this one to play catch-up? let's find out from eldorado gold ceo paul wright. welcome to "mad money." how are you, sir? >> very well. you've got the best production growth of every company in the world. it looks like it could be as high as 50%. how confident are you in reports. reputation. i think we developed a reputation of largely doing what we said we're going to do. i see no reason for that to
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continue. >> you did have -- some people felt you didn't need estimates. you explained it as being a one-time charge involving the chinese government. is that all done? >> that's correct, yes. in terms of targets for both production costs for the year -- >> you were in a lot of places that i think people would be worried about. can we trust the chinese government as a partner in -- because that, you are really the biggest in china. >> yes, i think we can. our experience to date would give us no reason to not believe that the chinese will be good partners in terms of the development of the sector. they are the largest producer of gold, the largest consumer in gold. i think in a modest way, they look forward to us participating and rectifying that situation. >> what's relationship with china. do they buy some of the gold that you produce, or do they allow? are they copartners in terms of gold? i know they are the most
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voracious consumers of gold right now. >> all of our gold is sold in china, refind in china, and sold through the shanghai exchange. there is a huge demand internally for china, and the country itself has urged the population to own gold. and you see that visibly in the marketplace. >> there is -- one of the reasons why i first favored your company is that the production costs were very, very low. last year they came up, is there a chance now that some of these mines are really starting to produce, that your gold production costs can come down again? >> they will. this year, certainly 2010, our costs will be higher than 2009. that's largely due to one of the mines we acquired in 2010. the production that we're bringing on this year, which consists of about a quarter million ounces, which we'll see adding to our production in 2011 is actually being brought in at cash costs of $250 an ounce. >> with gold at these prices, it's incredible? >> that will bring our average back down to the low 300s.
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>> what do you see worldwide with china? >> i think there's a very strong interest in gold both on the central bank perspective as well as the consumer. >> a lot of gold in turkey? >> there is. there's a lot of gold to be found in turkey, that's why you continue to devote a significant amount of expenditure until turkey. and i just, on exploration, this year, the company is going to spend approximately $35 million on exploration. and you can trust that with historical levels around 10 to $12 million, you can understand our enthusiasm for discovery this year. >> how much gold is there left to be towned? >> very good question. >> i don't think there's enough to fill this room, frankly. >> it is becoming scarcer, it's becoming more difficult, it's becoming more expensive. and i think the reality is, companies to build gold businesses are going to have to take on new jurisdictions.
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>> are there places like antarctica. you could go to the poles. wouldn't those places be prohibited? >> it's not in the top ten jurisdictions for me, that's for sure. >> i know you have operations in brazil. i should have asked you, you have a potential for other materials you are developing besides gold. >> our focus in brazil is gold. when you look at gold you may come across other metals. we're not adverse to developing other metals. but our focus will continue to be for gold. >> i know one of the reasons i like this company, shawn comes on tv and says, we'll be turning stocks to shareholders. is it the right focus to think about dividend? >> dividend discussion is topical right now, certainly,
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when we look at the performances of the company, we look at metal prices, our low cost structure. the reality is, we're accumulating cash, and certainly in terms of the company going-forward, the payment of a dividend is something that is indeed -- >> i remember in the 80s, i used to buy these gold stocks from south africa they paid 8%, 9%. it could happen again, right? >> yes. >> excellent. remember, the fastest growing publicly traded gold company in the world. after the break i'll try to make you even more money.
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hi, ellen! hi, ellen! hi, ellen! hi, ellen! we're going on a field trip to china! wow. [ chuckles ] when i was a kid, we -- we would just go to the -- the farm. [ cow moos ] [ laughter ] no, seriously, where are you guys going? ni hao! ni hao! ni hao! ni hao! ni hao! ni hao! ni hao! ni hao! ni hao! ni hao! ni hao! ni hao! [ female announcer ] the new classroom. see it. live it. share it. on the human network. cisco.
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we had two ceo's on tonight that i totally believe in. this is the season for gold. i like to say there's always a bull market somewhere, i promise to try to find it just for you right here on "mad money." sometimes we're about getting some friends, right? see you tomorrow. a retail sales blowout. greeks are having a run on the bank. why didn't rubin apologize, and why are some neurotic millionaires asking for higher taxes on rich people?

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