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tv   Mad Money  CNBC  October 29, 2014 6:00pm-7:01pm EDT

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here. now we're seeing option activity. giddy up. so i say hewlett-packard. >> don't go anywhere "mad money" with gym cramer starts right now. my job is not just to entertain you but to teach and coach you. what can i say on a day when the fed finally ended their quantitative easing program and that people sold stocks with the dow falling 31 points.
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and the nasdaq diving 3.3%. that knee jerk reaction should not surprise anybody. there is always a knuckle head that did not expect the most widely telegraphed action to happen. they think that stocks are somehow in a bubble. they're designed to boost employment. now that these things are improving, they're raising rates. the wisdom here is that better business activity does not counteract the federal reserve removing -- what do stocks need to do? they need to be lower. now that the fed has withdrawn their support. is that true? i think it is a dramatic oversimplification. there are genuine bubbles out there. you're not being compensated
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enough for the risk of owning some high yield bonds like the ones in the oil patch issued by companies willy nilly. to me that is the most dangerous part of the whole financial super market. i see a bubble in european bonds. the idea that the french tenure treasur treasury. those countries economies are in tatters versus our business environment. that is not the fed's fault. the equity bubble though? please. come on. air keeps being taken out of whatever is shot in such a rapid thought. they could be at risk. linking the end of quantitative
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easing to the stocks i follow don't work because they're profits will not be exacted and their valuations are often compressed already since they take into account the end of federal reserve friendliness that was so telegraphed that you had to be from mars not to know it. let me give you three examples of stocks that are supposed to be at the heart of the over valuation. thanks to the fed. sorry, boots to the ground, they don't add up to bubbles. first is clorox. they will report a quarter that shows little to no growth. now you think that they are a quintessential overvalued stock, right? make that case, but you can argue that the support of the company is a 3% yield that represents a better return than treasuries. when rates go higher in 2015 or 2016 there will be tons of sellers emerging for this $12
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billion company that is about to burst. will that be the case? clorox is a tremendous innovator of new products and they're not going away and they're not subject to disruptive technology. you have burts bees, i recently judged a barbecue contest and we had to disqualify a contestant because we think they used kc masterpiece. would anyone use anything but kingsford charcoal for a barbecue? it's like kleenex. clorox is the preferred way to kill ebola. why? it kills everything. it is just lethal to bad germs
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and viruss. so if this stock gets hit hard, would you want to sell? i think people will want to buy buy buy because of the brands and the cash generation. i don't think they will be a major casualty at the end of the fed's bond buying program. is more likely to be snapped up by a big consumers program. say the fed raises rates, you still want to own clorox. they could throw our economy into a recession immediately which is when you buy clorox. my second example, the biotax. celgene is up and before today's selloff they were trading at an all-time high, very scarey. but they have real breakthrough
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products, a new arthritis therapy coupled with a pancreatic cancer drug. it was once a terrible diagnosis that still is but is better. meanwhile celgene owns more they can snatch up. they have what seems like an astronomical $84 billion valuation. but, and this is the huge but, they should f earn more than $6.50 a share, maybe seven. it's selling at just 17 times 2016 earnings? that's cheaper than clorox. crazy cheap. i have come back and said that big buyers are probably kicking the tires on these little bio te
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techs that some people are shorting every day to see if they have any promising drugs. if you short them because dick fisher comes on and says the fed has it all wrong you will be crushed. finally tech itself. totally bogus. the only teches are dirt cheap. hewlett-packard is cheap. microsoft with a big buy back. 16 times earnings? i don't think it's the least vulnerable. how about the internet stocks, every research firm rolled out alibaba today. it sells less than earnings estimates. i think the estimates are too low. any stock less than it's growth rate is too cheap. that's how the stocks rallied from the '70s. alibaba is a chinese company. you can happily buy this thing
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all of way down. how about google? how dangerous is that really. of course you can argue that i'm leaving out the most scary group of all, the industrials, won't they get crushed? sure, but that's is a big reason why they're down so hard going into this earnings season. and today with eaton. they're not going away. these companies are lean, mean, money making machines thanks to endless restructuring down in the great recession. you get a little growth residential construction and truck building and earnings explode. let's not forget the largest component, the financials. the bottom line, yes there are plenty of worries about what the fed will do, but there are so many stocks poised for dramatic tightenings. i say it is simply not as dangerous out there as it seems
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and yet to buy this market when it goes down, not sell it, exactly what happened near the end of this session. can guy to joan in florida? joan? >> caller: hi, jim. i have been reading your books for decades. i started playing the market in 1974. and of course, it's fabulous now with these discount brokers. the question i have for you is what is happening with the crystler fiat situation -- >> yeah, first of all, thank you for the nice words about the book. i think fiat is real good? why? because it's incredibly well run. i want to be a buyer here, great call aerothank you for the nice words. ann marie in new york. >> caller: thank you for taking my call.
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>> my pleasure. >> i bought mattel at about 36 and i love the dividends, i don't know if i should hold on to it or sell it s? >> they did bad, it was a bad conference call. it was just brutal. i like hasbro more. >> caller: i have a question for you, jeff blue, i know they made changing and the oil prices and everything -- >> i prefer spirit, that's my fa fav and after that i like american. it is not as dangerous out there as is seems, guys all over the play are worrying about what the fed will do, i think we can get something much more benign. we have a big announcement by hp that looks like it is straight
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out of the report that has a fantastic new 3-d system. i'll go straight to the source, it will blow you away. facebook is losing friends after reporting but should you follow suit? (receptionist) gunderman group.
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gunderman group is growing. getting in a groove. growth is gratifying. goal is to grow. gotta get greater growth. i just talked to ups. they got expert advise, special discounts, new technologies. like smart pick ups. they'll only show up when you print a label and it's automatic. we save time and money. time? money? time and money. awesome. awesome! awesome! awesome! awesome! (all) awesome! i love logistics.
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do not overlook a game changer. this month hewlett-packard announced hpe. today we have huge news from
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deonwiseler, the current executive vice president of hewlett-packard who will become ceo after the break up. the division did roughly 56 billion in sales. they sell two pcs and two printers every second. today the company launched its own 3 d printing ecosystem that i think will be a game changer in the business, just revolutionary along with a computer platform designed to create a seamless user experience. today i got a chance to check out the amazing science fiction 3 d graphics that is leaps and bounds ahead of everybody else. take a look! >> hewlett-packard was always the hub of innovation in this country and in the world. right now i am standing looking
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at blended reality. is it the heir to the tradition? >> thank you for having me on the show. it is great to be here. we are super excited. we just had an awesome launch. i think bill and david would be proud of the innovation and core of the dna. blended reality is all about taking things from a physical world that operates in three dimensions and blending it with our digital world and then back out to our three dimensional world. what we are looking to do here is move things from physical to digital in a very seamless way. >> there are two parts to this. i try to figure out what is available to the consumer, what is available to the corporation, when it will be and what we will do with it and how it changes manufacturing and is disruptive versus current technology. >> these are two awesome
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technologies. first, on the 3 d printing size we announced really break through technologies. we weren't satisfied with where the industry was sitting. we say we will never get into the market until we really solve those three fundamental problems. we have launched with multi jet fusion a product that prints at ten times the speed of the fastest product on the market. it does so with unbelievable accuracy and mechanical properties. >> ten times the expansive? >> absolutely not. and it has break through economics. we think it is three things that make it revolutionary. this could quite possibly be the trigger for the next industrial revolution. >> that is a gigantic claim and hp is largely still a regular computer company. that would mean it is a needle mover. tell me which companies would use it, what kinds of companies?
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you make toy soldiers and lego. what is the difference here? >> you are right. we have to remain true to our core. we are a $57 billion division. we are the market leaders in printing and personal systems. we have a tremendous core from work stations and desk tops, lap tops, tablets, laser ink and graphics. we have to be awesome at all of that. we have to continue to innovate and reinvent. so i like to think about innovation in three waves, the first wave being core products but then starting to really dig into what are the next things that are going to change the way we work, live and play? and the third wave is the category creation. wave two products is really for us target in the commercial space. we think that is where the action is when you can produce high quality parts at low cost
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at really break through speeds you start to really trigger a truly disruptive play. >> let's talk about the blended reality. what is available this weekend for people to go to the store and check out? >> it takes us to the other side of the business, the announcement around sprout, a new platform, a new emersive experience where we get rid of the -- it democratizes the creator in all of us and enables us to take things from our physical world and bring it to the digital world and manipulate it. with blended reality take it back out to the digital world. sprout you are able to see that across the united states in best buy stores and microsoft stores, hp.com this weekend. folks can take it for christmas. i think they are going to love the experience. >> i understand it's an ecosystem. it's not just a piece of
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hardware. >> it is a really important nuance. the traditional thinking is create a piecef ohardware. if you want an emersive experience you have to develop the entire ecosystem that blends break through technologies that we have within the product through the depth censors, a new canvas, a new way to manipulate or touch the product. seeing is believing here. i'm sure we are going to do that in a moment. >> i need to understand democratization. we have people trying to figure out, i want to make something and sell it. the gigantic ways that things are distributed i'm overwhelmed. how can a person be empowered? how can they be empowered by blended reality? >> this is actually the vision. they can visit one of the stores, a microsoft store or a best buy store and for 1,899 they can bring the product home
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and this brings them the power to move from thought. take anything from the physical world to digital world to manipulate it and take that product into an ebay store or out into a market place and it enables the creator in all of us. why should only the selective few be able to have access to this kind of technology? everybody was born with hands and imagination. this product enables you to do just that. >> switching to 3 d. there are amaze things here. it is not just gimmicky. you can make things with actual strength. give me an example. >> great question. here is a really cool example. this is a quarter pound link that we made. we connected this one end to a crane and the other to a 10,000 pound car and we lifted it off the ground. >> how is it possible? it is just a 3 d item.
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>> so through multi jet fusion we created this part in about half an hour. and with the 20 micron precision we can build a part that is incredibly strong and powerful. >> how about detail? >> this is one application. you can do super intricate things. take a look at that. look at the detail on here. we can effectively print -- when you consider our technology it has 30,000 nozzles that spray 350 million drops of liquid every second at 20 micron accuracy about the the size of a human hair. >> not to pick on any individual player in the space. how much of a revolution, not evolution, is it from the
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current available commercial 3 d products? >> some might have speed, cost and quality. i don't think anybody has been able to put the trifecta together. it is really important when you want to move into this very important commercial space. >> i think this is truly disruptive and truly break through. the future president and ceo of hp ink which will be a publically traded company. stay with cramer. got to have faith? investors are unfriending facebook after it recently warned of slower growth. should you really join those ditching the social network? or is it time to start liking it at these levels? don't miss cramer's take.
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sometimes it just comes down to trust. do you trust mark zuckerburg and his team at facebook to spend fortunes to make bigger fortunes down the road? do you believe dick costelo can figure out how to keep twitter growing at a pace. do you have faith in larry page
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at google? do you expect that virginia remetty will do anything but buy back stock? i think they have to be dealt on a case by case basis. let's deal with facebook down 6% today. this company reported beautiful numbers last night and you can make a case for multiple years of growth ahead. when we only knew the headline figures the stock was hovering around 80. once management spoke on the conference call. all people heard was facebook was going to ramp up expenses to keep itself growing over the next five years. investors wanted to hear about terrific growth with lower expenses. they hated the fact that 178 million shares from the company's acquisition would hit the tape. i ask you, what do you want from facebook? do you want it to just coast? do you want it to buy back
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stock? listen to what mark zuckerburg said not that anybody could hear a thing once expense is mentioned. we have a number of services which we think are on the way to reaching 1 billion treatment. once we get to the scale we think they will start to become meaningful businesses in their own rite. i can hear the average hedgefund managers say you pay 2,000 times annual revenues for what's app and gave them the store and this is what you bought, an idea? then he answers that charge instantly and i quote again, i can't think of that many other companies or products that have multiple lines of products that are on track to reach and connect 1 billion people that have a clear path in how to turn into businesses. let's not forget this is exactly what zuckerburg did with facebook itself. he waited until it was everywhere and then started monetizing it.
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it worked with facebook. zuckerburg is saying expenses need to be ramped most in the form of compensation. is that really so bad? apparently the market thinks so and maybe it has to go below 70 where i know my charitable trust will buy more even though it will be above the trust basis. you have to have faith in this man. look what he has created. let's contrast facebook. ibm set out five year earnings targets. ibm planned to increase not through revenue growth but buying back shares. twitter, all i can say after listening to the incoherent conference call is i wish it had a plan. this is one where i thought there were 1 billion users on tap. trust got scalded in this one but after a second day of pain i sense it will reach the 30. it could get interesting again.
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google, what can i say? google said some of the same things that facebook said on the call. the stock immediately got hammered almost 10%. it came right back. why? because you were getting growth at a reasonable price. i think facebook will follow in google's foot steps. facebook has a plan. if you have faith as i do then you should buy, not sell into the weakness and accept that the increased expenses are the cost of doing business the facebook way. lower unless they get serious right now about what they want to be and who the heck they are. google. >> rick in georgia. >> caller: i need to know if i need to sell or hold on the sirius radio? >> we are long term believeers. everyone wants to trade that thing. this is a play on automobiles. it's a play on the way people have managed and able to handle
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their car and what they want on the dial. the numbers were fine. it was in line. they did a good job. let's stop trading and start owning it. kenny in new york. >> caller: how are you doing today? >> giant country. i'm 3-4. how about you? >> caller: we are about the same place. on that correction that we had fyna what do you think about it right now? >> i haven't looked at it in so long. it has been way too long for me. the stock is up very big. let me do some homework on it. it used to be a big position i had on my hedgefund. it all comes down to trust. facebook's spending plans may have gotten a little thumbs down from wall street. i would believe in the plan and you should, too. you buy the stock on the way down but not until they hit 70. much more "mad money" ahead
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including my exclusive interview. polaris spinning tires. will the winning season give the stock some traction? i'll ask the ceo. can industrials start building gains again. this one is fresh off of company's earnings today. your calls just ahead in the brand new edition of "the lightning round." on "mad money." hands.
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they've always done amazing things. they helped us touch the sky and explore what's beyond it. they create beauty, emotion, wonder, hope, joy. they can bring imagination to life, save a life and change the world. we believe all hands can do something extraordinary. and we can't wait to see, what you'll do with yours. roll up your sleeves and create like never before. introducing sprout by hp.
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today's the 60th anniversary of polaris, the maker of all terrain vehicles. reported a week ago and the company blew away the numbers. management raised guidance which is exactly what we like to see here on "mad money." in honor of the anniversary the top dogs were down at the stock exchange to ring the "closing bell" and show off their new models giving me an opportunity to speak with the chairman and ceo at the exchange. take a look. >> i'm a big believer that the real technology is being done in this country is stealth technology by companies like you. can you show me the technology
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and innovation that is making it so you are able to grow. >> it is certainly not a no growth environment if you don't allow it to be. it works to make growth happen. this is our new trail razor 900. we have a patent on this that allows us with the placement of the engine and the drive train to keep the center of gravity low and lets the consumer ride extremely hard and very safe and comfortable in this vehicle. >> halloween you have an actual festival involved. >> we have camp razor. our raisers are just phenomenal products. we did one last week in tennessee. the consumers are just passionate about the products and what they can do with their family and friends. this is our largest segment. the offroad vehicles is a $3 billion part of our portfolio. it is growing globally. really exciting time for the business. >> how much cost? >> this is $12,999. >> how about this one? >> this is single seat product,
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ride in atv. you have seat belts and a steering wheel and gives a lot of people -- it allows us to address a new demographic. >> i am hearing the consumer is strapped. i do not need this. how come i am buying it? >> we go after the 99%. what drives them even though the middle class has not done as well as they should they are passionate about the products. we give them such a good product and such good value this is what they spend their money on rather than a country club or perhaps a cruise. >> there is innovation in terms of saving the electrical vehicle. pennsylvania is passing a law allowing your vehicle to be driven on certain roads. >> we work hard with legislations. it is the best neighborhood electric vehicle. pennsylvania was helpful for allowing consumers to be green. >> in terms of great ride i see
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something that is actually reminding me of my souped up john deere gator. it has much more to it. >> this is the ranger xp. you get the hardest working smoothest riding vehicle and a chance to look at our cab system which is fully integrated. this is part of our parts and accessory business. it is growing faster than the overall company. we have also been able to do a couple of great acquisitions to allow us to reach more customers. >> who is your core customer? this versus that? >> this -- we are reaching a lot of women and older people with the new ace with this vehicle. >> women? >> of course, you have to do something. many, many multi acre homeowners, small farms, people that have land. you talked about moving hay. this is the perfect vehicle to do that. hunting, fishing. it is a wonderful vehicle for so many purposes and it will go anywhere.
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>> i want to show a line that we are about to see of motorcycles. i want to preface it by saying you spent hundreds of millions of dollars in things that could contribute but are currently detracting to your bottom line. show me what 2015 will start making a lot of money. >> we have been in the motorcycle business. we just got into india and launched the bikes. this is our road master. it really rides like a dream. i was able to ride it this year. and -- >> you want to show me? >> i would take it for a ride now if i had a helmet. we only ride with helmets. this is a wonderful motorcycle. this is a high end. on the floor of the stock exchange we have our scout which is a much smaller bike. we are able to offer customers five new indian motorcycles. we have almost a $400 million business to start contributing significantly to the
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profitability. >> there is a company called harley davidson. it is the king. how do you go up against the king? >> you have to make great bikes. they are a tremendous competitor. they forced us to make great bikes. the new magnum here, the green motorcycle was voted by hot bike magazine. here is another accessory. we offer a saddle bag with a great sound system in it. we are allowed to reach two different customers, the vintage customer and then the modern performance customer. >> not seen here, snow mobiles. it's pretty darn warm. i know in europe last year it was too warm and it did hurt the sales. if we don't get snow what is going to happen to the polaris? >> always parts of the country get snow. it is how much snow and how often. my favorite to ride is mountain snow mobiles.
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i'm pretty sure every year we get a chance to do that. we are expecting another good year. we have the best sleds in the industry with our new axis products. i am excited about what the future holds. >> a lot of people talk about the fact that military budgets are scaling down. your military sales are ramping up. why? >> we are offering the same value that we offer to the consumer to the military customer. special operations command found we can deliver quick and fast value, the speed of innovation. our new dagger which is the nine passenger, tremendous offroad vehicle for the military. >> you have completely delivered for shareholders. you have double digit gains. if you can give me a sense of the american consumer because i know that in the conference call you did inject the notion that the election day is important. upcomi upcoming election day you think is important. >> it has not grown at the pace we would like.
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if washington addressed immigration reform and tax reform and take a little bit of pressure off the american consumer, we have done pretty well with the slow growth u.s. economy. if we can kick it into a new gear we have a new level of performance to reach. >> chairman and ceo of polaris industries. today could be the day. the day we give you hope. relief. a cure. today, we believe every life deserves world-class care. as one of the top four hospitals in the nation, over 100,000 people from around the world come to cleveland clinic for care each year. and we're ready for you with a second opinion or a same-day appointment today today today and everyday. call today, for an appointment today.
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lightning round is sponsored by td ameritrade. it is time! it is time for the lightning round. and then the lightning round is over. are you ready? time for the lightning round. vinnie in delaware. >> caller: hey, mr. cramer. shout out from delaware. >> you have good governors and quarterbacks coming out of there. what's up? >> caller: i have a question about invn. the stock tanked. seemed like they geared up for two new massive partners. are investors missing -- >> i think there is suspicion that they have real bad
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inventory back log. if they want to come on the show to explain the situation they are always welcome. let's go to burt in florida. >> caller: hello. thank you for taking my time. i want to ask you about czrr. >> that yield is 15%. i regard that as a red flag. i am challenging that yield and i get two challenges per show. let's go to daniel in jersey. >> caller: thanks for taking my call. i'm a 22 year old. i recently got involved with the stock market. so i could use your help. one stock that i bought was pfizer. i know it has competition right now with other pharmaceutical companies. >> you are 22 years old, how can you not take risks? how can you not own a celgene? step up to the plate and go for
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it. you have your life left to make it back if it don't work. i'm going to greg in texas. >> caller: big, bad jim! >> yeah. >> caller: thank you for helping us small fries swim with the big fish. >> we all be small fries but i appreciate that. how can i help? >> caller: el paso pipeline partners, do i sell? >> you don't need to sell. el paso pipeline partners is fine. what is cheaper is kmi. my charitable trust owns it. you can go to john in new jersey. >> caller: thanks for taking my call. igt. >> igt. i feel very badly about patty hart because she is a chicago bears fan and that team is imploding. she got the best bid possible for shareholders and it is time
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for you to chaching. let's go to richard in california. >> caller: hey. like to get your insight on applied materials and their pending merger with tokyo electron next year. >> i think the magic word there is pending. i don't know if that deal will get done. that does present antitrust questions for a lot of different countries. i say stay away from applied materials. that is the conclusion of the lightning round! >> the lightning round is sponsored by td ameritrade.
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i think it's pretty clear that the big industrial companies have gotten so beaten down with such low expectations they can blow away the numbers. we saw this yesterday with cummins and got etn, power management systems, hydraulics, truck transmissions. this morning etn reported first really solid quarter in a little bit of time here. the company posted a 6 cents earnings beat. in line revenues grew at 5.7% clip. etn saw strength in vehicles. it was much improved.
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margins are higher, bookings are stronger. this company has become a cash machine perhaps as early as next year you can put that money to work in a lot of very positive ways. after jumping 3.5% yesterday another despite the sell off. could this be after a string of quarters wall street viewed as less than stellar? let's take a closer look at the chairman ceo of etn to learn more about the quarter and the company's prospects. welcome back to "mad money." >> thanks, jim. good to be with you. >> i saw strength in trucks and in the businesses and in aero space. and closing comments you said the strength is continuing. does that mean we can get a little more confident that 2015 could continue a very nice trajectory that you introduced this quarter? >> jim, we were pleased with the
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quarter and i think it sets a great base not only for the fourth quarter but going ahead next year. we are living in a very different world than prior to the recession and the world growth has been growing 2%. it means you have to have a strategy built around not only converting but the self help. the cooper acquisitions continue to go quite well. you saw that through the electrical business. we had a balanced quarter. we think it sets us up well for next year. >> a lot of strength came from the united states. how would you describe? data centers, where is the real uplift coming in the united states? >> i would say we think about the world and you are exactly on point. we think of the world being two different stories today, the 3% growth in the u.s., 1% growth outside of the u.s. generally in the u.s. except for ag the story is pretty good
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whether light vehicles or trucks or residential, these markets are good. we see stronger growth developing in the u.s., not a situation where it is rocketing ahead. each year marginally stronger. that stands in contrast to the mixed bag we see around the world outside of the u.s. >> i think your conviction level i like to measure by your sharing purchase. 3.4 million shares. $225 million a stock. that is aggressive for you guys. clearly when the stock got to low 60s that was an attractive level for you. >> we are clearly quite bullish on our future. if we think about this lower growth environment that we think we are likely to stay in going into next year we have $150 million of savings coming from our acquisition. we have another $35 million of savings coming from the restructure we did in our industrial sector. those are the kind of self help activities that drive great cash
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flow. as you mentioned by the middle of next year we will be in a position where we start to have increased option ality around doing repurchases and/or acquisitions. i think that opens up opportunities to create real value. >> you have always been pro dividend. could that be a possibility down the road? >> our board normally takes that action in february of each year. we have been increasing at almost a 15% rate. we have said our dividend practice is to increase in line with expected future earnings growth. i think you will continue to see a handsome dividend from eaton. that all just adds to the growth story within the company. >> kind of a tough period in some of the electrical problems. you kind of solved it. whatever was the margin issues, they are behind you. >> we had a disappointing second
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quarter. we spoke directly to that in the second quarter. we said that we had a game plan of activities we were undertaking to get that resolved. we thought it would take us third and fourth quarter to do that. we got it done. i am proud of our team and the job they did to get that addressed. we were back at 14.6% margins. that electrical sector is our systems and services sector. we think that is likely to continue for the balance of this year and build a good base for next year. very much back on plan. >> terrific. we needed that good quarter. thank you so much. sandy cutler, good to see you, sir. >> thanks very much. >> strong company, had a couple of quarters that didn't equal what the street wanted. looks like it is back. a lot of good things happening in 2015. etn. stick with cramer. to show how many years that amount might last. i was trying to like, pull it a little further
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facebook joins twitter and a couple of engineers left twitter tonight. when the top guy leaves twitter in the mid 30s that is going to be a buy. facebook at 70 buy, buy, buy. lemonis: tonight on "the profit," i visit swansons fish market, a multi-generational landmark located in fairfield, connecticut. is it always this busy? gary: yeah. lemonis: but after a tragic fire, these owners are struggling to keep their heads above water. how are you surviving? gary: we'll take money out of the deposits. i'm put against the wall. lemonis: and morale is at an all-time low. larissa: i've just been through a lot trying to help everyone, and i just don't know how much more i can deal with. lemonis: if i can't throw them a line, this historic institution may close forever. gary: it's the only hobby i really have. sue: it's ridiculous! lemonis: my name is marcus lemonis, and i fix failing businesses. if you don't like money, don't follow my process. i make the tough decisions.

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