tv Mad Money CNBC March 13, 2015 6:00pm-7:01pm EDT
6:00 pm
spread just buy those july 36 puss puts. >> dan math jathn. >> yeah jpmorgan april 60-55 put spread. >> looks like our time has my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends, i'm just trying to save you a little money. my job is not just to educate you but to teach and to entertain. so call me at 1-800-743-cnbc or of course tweet me @jimcramer. first, before we get started, i want to thank everyone for the tremendous outpouring this week about the shows we've done particularly the guest segments culminating last night with tim
6:01 pm
from california. tim! who turned out to be tim from cupertino, also known as tim cook. from apple. we're not done. tonight, we have mark beniot and taught me the importance of social, mobile the cloud and now connectivity. let's not get ahead of ourselves. this market just doesn't act the way i want it to. it was down really big at one point. i don't like the way it's intraday acting either. this whole week big moves up and down then up then down. and boy, we were down today at one point a couple hundred. and we tumbled 146 points at the end. s&p sank .61%. was down a full percent at one point. and nasdaq fell .44%. and that's just not what a strong market does. it doesn't gyrate like that. what's ailing us? well, here's the good news. it's nothing here in the united states or at least nothing we can feel. which is what makes things so darn difficult.
6:02 pm
it's the strong dollar that you wouldn't even know about unless you went over to paris or something that's shaking everything up again. the big hedge funds and mutual fund managers along with the companies that do business over there they've been caught with their pants down. it's not that they didn't see a strong dollar coming. when you go through all the conference calls and the companies with big overseas sales, you know, they were all figuring the euro would get weak and they would have strong dollar head winds globally for some time. but that's not the problem. it's the incredible speed of the move that's surprised them. it's how quickly the euro's going down. and, a lot of other currencies with it. see, these managers they just can't stay ahead of events. and where's the worst ping? foreign companies with tons of u.s. denominated debt they're afraid to pay interest on because of their own weakened currencies.
6:03 pm
other issues as well. like the falling price of oil, which actually closed at $44.99 today. it dropped precipitously all week after that brief fling with the 50s. petrobas an astronomical $100 billion in debt and that can be difficult to repay given the low price of oil. why do we care? right? it's down there. no, listen a whole bunch of u.s. bond funds, including ones you may own. they own this crummy paper. these own these bad bonds, which they bought in a real dumb attempt to get a bit more yield. they reached for yield. i always tell you not to do that, and that's where the contagion will hit. remember, i'm not trying to bore you with the bond talk. i'm trying to get ahead of the news so you'll know where the pressure mointpoints are in the system. i don't like surprises and this stuff is going to surprise a lot of people when it unravels. it matters because these kind of events pull all stocks down when they happen. which, well, what does it mean for you? simple.
6:04 pm
it means it gives you a chance to buy the stocks of unaffected high-quality companies at a discount. especially because you'll be ready because you'll have heard about all of it coming which brings me to my game plan for next week. take regeneron. here's a classic example of what shouldn't be impacted by petrobas bonds, but will be believe me. earlier this week the ceo came on, the first ceo we had on "mad money." said might show a conclusive benefit by taking regeneron's new drug that lowers your bad cholesterol. competing drug from amgen. but i think regeneron's ahead of amgen's. if the dollar strength causes a deep enough correction, the stock might actually open down on monday morning. even if the data's good. that might be your chance to pounce. we also have a footlocker analyst meeting. now, this is a terrific company. i mean really really well run. and they sell a ton of nike shoes.
6:05 pm
now, nike reports thursday. so again, let's think this through tactically. if footlocker says things are good for sneakers especially for nike and nike's down because of the strong dollar on monday, that might be a terrific trade. now, i do worry about what's known as nike's futures orders. but think about this as an opportunity. similarly, we know from speaking to kevin plank, the ceo of underarmour right here on the set earlier this week that his company's been aggressive in fabulous foodtwear. that too, could be a very good one to buy off of the footlocker investor meeting if underarmour's down because of the strong dollar. and which pulls down all stocks in the s&p 500 and the rest of the market. tuesday, oracle reports. and this company's really being aggressive in the cloud. trying to take business from everyone. it's anxious to win, and who is it targeting? microsoft, ibm, s.a.p. and salesforce.com.
6:06 pm
more on that later. and, an aggressive oracle can make it tough for everybody to make money. i think oracle is practicing t.o.t.o. no unfortunately not the dog. turn off the oxygen against the competitors. also has a hefty business of receipts. be prepared for revisions based on the strong dollar. fedex doesn't just give you the numbers, gives you the view of the world, which is the reason why i say in "get rich carefully," it's a must listen to. you can always read the transcript. u.p.s. was the last to speak about how the shipping business was doing and delivered distinctly subpar results. i don't think you'll get anything like that from fedex. but any global company's going to say negative things about a strong dollar and it's about as global as it gets frankly. here's a curious one. we caught rumor this week local papers in minneapolis that general mills might be shopping one of their great legacy businesses, green giant. something that by subtraction would make them more natural and
6:07 pm
organic. maybe we can get the whole skinny when the company reports next wednesday. right now, i think general mills is distinctly out of step with the times. although not as bad as the fellow travelers because it did buy annie's, the snacks company last september for 820 million in cash. i think that's not enough. and that the company should go out there, make a giant acquisition, white wave, in may, when the tax consequences are favorable. remains the organic offering terrific franchises and plant-based beverages, fresh salads and organic milk and snacks. buying overnight would change the complexion which right now is way too pantried when the millennials are all depantrying and going fresh and natural. they have the borrowing capacity to pay $55 a share for white wave, which currently trades around 42. i would pick up white wave at a discount here but not big "g." you know we like these domestic plays at a time when there's so much international currency turmoil that i don't want to hear about but i have to put in
6:08 pm
front of you. let's pay attention to william sonoma with the name sake chain and pottery barn on fire. hit a 52-week high today despite the downward pull of the averages. urban outfitters are all trading pretty much in lock step higher these days because business is good stronger dollar helps them import goods, less money. thursday nike and, remember last quarter, not a top-notch quarter. that's okay. nike's a terrific long-term investment. that said, i care about what price you pay for stocks. why not be sensitive and try to pick up nike it may be below 92. that's where the risk/reward is very good. as long as footlocker says positive things on monday. classic american company darden restaurant chain you know as olive garden and a couple other things. last night, chipotle told us that the millennials want natural and organic food. on the other hand, the former ceo came on the show ages ago, during a period when gasoline was threatening to go higher. and he made it clear that darden is very sensitive to the price
6:09 pm
at the pump because it impacts the consumer's disposable income so dramatically. i think darden's worth buying dipping below $60 next week currently $63, because it would yield more than 3.5% even if the quarter's not so hot, you'll be paid to wait for better numbers. and i think the quarter's going to be good. bottom line we're very concerned about the impact of the strong dollar and so many of our company's stocks not just the exporters. i say be careful and wait until stocks come to you, especially the stocks of domestically oriented companies. then you can pounce but only then following well worn disciplines gleaned through ten years of saying hey, i'm cramer, and watching "mad money" at 6:00 p.m. on cnbc. calvin in new jersey. calvin? >> caller: hey jim, how are you doing? you know i love you, right? >> yeah! i love you too, calvin! what's up? >> caller: listen we spoke around three months ago. you kind of were sour on this one stock. it's up over 20%.
6:10 pm
since then. now, i want to know your current thoughts on blox. >> those guys delivered. they did deliver. you're right. i didn't think they were going to deliver, and they delivered. and, you know what i was too negative on infoblox. sometimes i'm too positive sometimes i'm too negative. i'm only human. sometimes i'd like to not, but i'm human. strong dollar strong problem. listen, the strength of our dollar affects many of our companies. so be careful. wait until they come to you. and then you can -- buy, buy buy! on "mad" tonight. salesforce.com, put the power of the clouds in your hands. will the apple watch take it higher? it's a bright one. i've got the ceo and then a brutal winter chewed up streets across america. but i've got a stock that can tear off wall street off this pothole problem. plus the top ten stocks over the past ten years and how to make money for the next ten. why don't you stick with cramer!
6:11 pm
don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. take a deeeeep breath in. . . and . . . exhale. . . aflac! and a gentle wavelike motion... ahhh- ahhhhhh. liberate your spine... ahhh-ahhhhhh......aflac! and reach, toes blossoming... not that great at yoga. yeah, but when i slipped a disk he paid my claim before i knew it. ahh! so he had your back? yep.
6:12 pm
in just one day, we approve and pay. one day pay, only from aflac. [duck snoring] can't say thank you enough. you have made my life special by being apart of it. (everyone) cheers! glad you made it buddy. thanks for inviting me. thanks again my friends. for everything for all your help. through all life's milestones our trusted advisors are with you every step of the way. congratulations! thanks for helping me plan for my retirement. you should come celebrate with us. i'd be honored. plan for your goals with advisors you know and trust. so you can celebrate today and feel confident about tomorrow. chase. so you can.
6:14 pm
when you catch a downdraft like this one, you have to look at it as a fabulous opportunity to buy the stocks of high-quality companies that have nothing to do with what's causing the decline. i'm talking about stocks like salesforce.com, crm for the home gamers. specifically late november of 2008, when it seemed like the world was ending salesforce.com ceo mark benniof came on this show and said not to worry his company was doing just fine. since then the stock has given us a monster, 1,058% gain. talk about a buyable pullback. >> buy, buy, buy! >> let's check in with the visionary co-founder and ceo of salesforce.com to get a read on
6:15 pm
the cloud and a sense of where they're headed. welcome back to "mad money." >> always great to be with you. and congratulations on ten amazing years. >> thank you. last night we had tim cook on who called in. tim from california, tim. he had some pretty interesting things to say about the watch. can i give it a listen to you and maybe you comment? >> you bet. i also watched the interview. it was terrific. >> oh, thank you. >> your watch will show whether my blood pressure spiked which it did, by the way, when you called because i had no idea you were calling. but we will have from your watch diabetes, maybe blood pressure maybe even cancer detection because of the great app system you have. do you think this is within the realm of our lifetime? >> i absolutely do. i absolutely do. and, you know, discovering and curing some of these diseases will push our life expectancy much longer than it currently is. and so we'll be able to enjoy "mad money" 50 years from now.
6:16 pm
>> i don't know about the "mad money" 50 years from now. what did you think? pretty cool, right? >> jim, this is amazing what is happening. and you know this you remember when you came to dream force and you had james park the ceo of fitbit on who is one of the pioneers in this area who has a watch that today provides me with not just my steps but also my heart rate minute to minute. this is the here, now, the future of health. >> well on a recent the bus tour, the morgan stanley bus tour, one of your people said we've seen tim cook talking about the new watch and saying salesforce is rolling out amazing apps to run on top of the watch. can i hear what those are? >> well, jim, we took our amazing new way of analytics cloud and we have it running today on the apple watch. and, in fact, you can run your business right from your wrist. we've been talking about how do i run my business from my phone. now i'm running my business from my wrist. and it's as easy as you know being able to touch on the
6:17 pm
critical graphical features that you need to immediately get that data and say, maybe i approve something, i get notified about something, or maybe i need to make a critical business decision that's available to me all the time. >> well, let's talk about the way of analytics. you've taught me. i said this last night on the show how much you taught me. you taught me social mobile, taught me cloud. i put those in the book. and you say now it's connectivity. when i read through the most recent documents, whatever you're talking about, i always hear a.i. artificial intelligence. is that the fifth? is that the next thing i'm supposed to be talking about? >> well connected has evolved. and connected has really evolved into data science, jim. and data science is at the heart of what tim is talking about, which is that when we're wearing all of those sensors on our body and as our phone is collecting all of this information, it's going into these files, that are just big files that kind of have data of all of our information. and from that information, today through data science, through deep learning through
6:18 pm
artificial intelligence, we're able to know what is going on minute to minute and make very critical decisions that honestly just before we weren't able to make. and this is really the breakthrough that's about to happen. we're about to see how all of this data gets put together in a very smart way and everything gets a lot smarter. >> well one of the things you've been saying. actually, i was quite surprised about it. you've been quoted as saying lately that really there's still many people who, you know i'll quote you. if you look at the number of salespeople in the world using any crm system today, it's still pretty small. how can a ceo let it be that it's still small given what you just said? ceo's irresponsible if he's not using. >> well i mean you can see it and it's not just salespeople. all customer interactions and customer touch points are evolving at a rate that we've never seen them. you know that, jim, because you talk to all of these amazing ceos every day.
6:19 pm
and the way that you interact with your customer just has to change. it has to change in how you sell to the customer, service to the customer, market to the customer, how you build community with a customer, how you build interactive apps with the customer could be on the watch, on the phone, could be in the store. and also it's also about how you take all of that data and make sense of it. and that's the breakthrough that we have. and we want to do all of that not on our pcs but on our phones. >> right. >> and this is a huge new area. and that's why you see sales force growing at some amazing rates. last year jim, you probably saw we grew at 32%, and we were the fastest at 5 billion in revenue. and we said at the end of this quarter, we'll be the fastest ever to $6 billion in revenue. >> one of the things you're talking about in terms of salespeople. i was kind of blown away. mary dillon from ulta who is really one of the great forward-looking execs in this country right now. she had six pillars of how she
6:20 pm
did her business. three of them were you. they were derivative. they were about customer relations, they were about analytics, they were about knowing what the customer wants. you must be working with her. because they had 11% comps. that's the strongest comp number in the country. and she directly said it's because we know what our customer wants when she walks in. >> i'm very proud of our success of our customers and that you know that's a great story. i think the home depot story that we have talked about all year is only getting better and better. you heard on their last call how they're able to bring now at a higher conversion rate than ever customers from the website right into the store. they thought before that the customers were moving from the store into the website. that's all from you saw no community.homedepot.com, the social experience, the interactivity with the customer. that's what i'm very excited about. that, you know they know their customers and are connecting
6:21 pm
with their customers in a way like never before. >> all right, mark. it's always great to talk to you. i want to thank you for what you've done for cramerica. so many people bought your stock for watching the show. >> well, congratulations on ten years. i was just looking back. i think our stock was $3 ten years ago. and it's been quite a journey with you since then. >> we've been with you on the journey the whole way. and you are going to continue on the journey. first to $10 billion, i'm sure. founder, chairman and ceo of salesforce.com. thanks very much, mark. >> great seeing you, jim. >> crm. it's going higher. coming up -- potholes? no problem. the brutal winter season wreaked havoc on america's winter streets. but could the bad news for your wheels be a blessing in disguise? cramer's got a stock that could get a big boost from the bumps in the road.
6:24 pm
now that the country's finally thawing out from the coldest winter in recent history, all the snow and ice melting at last. one thing has become crystal clear, the roads are terrible! after all the snow and salt and plowing and subzero temperatures, many streets and roads have been almost ripped apart. especially in my home state of new jersey. let me set the stage for you. imagine driving to work in the morning and your car slams into a pothole not once, not twice,
6:25 pm
but three times. everyone's complaining about it. what do you do? well, you can sit there, feel sorry for yourself maybe call your state senator to complain. although, in the corrupt legislations in new york and new jersey, i'm sure they operate on a pay to play basis. you can go to the nearest auto body shop and get your car's rims fixed from the beating they've taken, as i'm doing. or you can take the "mad money" approach. look around, realize your car's getting beat up on all these potholes left in the wake of the past winter, then everybody else is probably experiencing the exact same thing. and everybody needs new rims, that means all these potholes aren't just a problem, they're an investment opportunity. this power of observation as a way of making mad money is something i've been trying to teach you ever since we started doing this show ten years ago. as long as you're a keen observer, you can always find clues in your everyday life that
6:26 pm
if you do the right homework can lead you to some terrific investments. and when you've been doing this thing as long as i have, you start seeing the whole world through the lens of opportunities and implications for investing in stocks. how do we play this massive increase in potholes? you can take the direct approach, that's the aggregate companies that make the concrete asphalt and cement use to build and repair roads. however, the truth is even though there should be a lot more repair work this year, that's a somewhat small piece of the business. now, you know i like martin marietta. we had them on the show. i thought they were absolutely terrific. that's more of a play on general economic expansion in this country because the rock stocks are still very cyclical. if the road repair angle doesn't work, how about the auto repair side of things? you drive over enough potholes and, believe me your car or truck or suv is going to need some work done if you want to keep having a smooth ride. with the roads in such awful condition, we're seeing cars breaking down, parts broken. all of that means more demand
6:27 pm
for auto parts. which means, it's time for you to get into the zone! auto zone! because that's my favorite retailer of auto parts. we always do the homework to make sure the investment idea fits our pothole thesis. sure enough auto zone reported just last week. and when you read through the conference call it's clear they agree with me that the big thaw accompanying the arrival of springtime means more repair work. let me quote the call directly from william giles, the chief financial officer. he said and i quote. from a maintenance perspective, we think as we obviously, this has been a longer winter it's dragging on. but clearly, spring will be here, hopefully in the next couple of weeks and then we'll get back to our core maintenance categories and the things like that and we expect those businesses to perform well. so we'll have to get a little further down the road to look into the rearview mirror to see exactly what the impacts are of gas and weather, but we expect it to be favorable in the spring, end quote. let me unpack that for you.
6:28 pm
auto zone is a domestic auto parts store. once the bad weather breaks after a hard winter, that's when the do-it-yourself auto repair business comes alive. it's like christmas time. there's no point in fixing up your car until the winter ends and the ice melts. you don't want to damage your car the next day! auto zone is the mecca for this do it yourself business. roughly 85% of the sales come from do it yourself customers. that's part of the reason i like it more as a play on potholes more than competitors which are balanced 50/50. and when it comes to the consumers who like to fix up their own cars we know they have a lot more cash in their pockets courtesy of much cheaper gasoline prices. that's causing them to spend more money than they otherwise might on souping up their own vehicles. again, that's a real boon for auto zone. of course, plenty of people take their cars to a mechanic and while autozone has the least commercial exposure in the group, the company's expanding the product assortment and reaching out to mechanics to let them know about the new
6:29 pm
offerings, which has bolstered the professional business allowing it to grow rapidly, giving a boost to the same store sales. we also know that cars have gotten old in this country. the average vehicle on the road is either 11 or 12 years. we keep getting different figures. but the cars they need more work. plus, the auto parts business is one of the few segments of retailing that's almost completely immunized. no one is buying a new carburetter from amazon. on top of that been enormous consolidation among the retailers. that means less competition for auto zone. but the main reason i like auto zone is the ploy to play all the damages, it's an incredibly well-run business. there also happens to be one of the most shareholder friendly companies i follow. autozone has phenomenal track record. the company's been able to grow the earnings per share at a 15% to 18% clip for the past 11 straight quarters. its most recent quarter last
6:30 pm
week, same store sales 3.6%. i was looking for 2%. and with spring in the air, the numbers going forward should get even better as they mentioned on the call just the other day. i really like that call. plus, on top of everything else the single best buyback i've ever seen. i'm not kidding. not hyperbole. when "mad money" aired its first episode ten years ago, autozone get this maybe you write them down. autozone was an $85 stock, $85 with 79.6 million shares outstanding. now, i want you to fast forward today. autozone has shrunk its share cap by nearly 60%. 6-0 to 32.5 million shares. that would be incredible. like the company's gradually taking itself private. not only has the buyback been aggressive, but very well timed. they started these purchases with the stock well below $100 and now trading at $655. don't be put off by that. remember, if you get scared divide it by ten mentally. okay. no company comes near that level
6:31 pm
of commitment of buying their stock, which is why i've been recommending the stock for most of our run. even up here autozone continues to repurchase shares with $544 million in the buyback. it's probably why the reason the stock managed to rally $1.90 even on a hideous day like the one we had. you have to understand that a buyback this big provides a huge boost to the earnings per share simply by shrinking the number of shares. it's basic division, people. and i bet management considers it inexpensive. it's got double digit growth earnings growth. here's the bottom line, on a nasty day for the market we can still pluck great investment ideas right from our everyday lives. that's the "mad money" way. and with all the potholes on the roads, i think autozone is a terrific buy, especially if the stock gets slammed by the weakness in the broader market that has nothing to do with autozone. don't worry, the company will be right there buying with you. management knows that potholes here have not much to do at all with the peso or the euro for that matter. they just have to do with the profits that this company brings
6:32 pm
in quarter after quarter after quarter. darren in louisiana. darren? >> boo-yah from oil and gas country, jim. >> yeah, man. there's some hope there in the oil patch. what's up? >> okay. yeah. also i made a small fortune recently in the auto parts space, and i was looking, in particular, at o'reilly they look to be a little more expensive than the others. they've all been red hot. do you see some upside here should i ring the register? >> o'reilly is very good. greg hensley is very good and i'm not going to tell you to sell that stock. it has had quite a run. it's one of the best performers but i've got to tell you, it is so well run, i would stick with it. congratulations, darren. john in my old home state of pennsylvania. john? yo, john. you're up. >> caller: hey, jim. hey, if oil stays down or goes even lower, all right, and europe shows the growth will
6:33 pm
this be good for goodyear tire? >> it should be good for goodyear tire, but that means you have to trust our government to be able to prevent these other countries from dumping their product in our country. i happen to be a protectionist when it comes to tires because i see them dumping them year after year. and i want to preserve our companies. but i don't want to buy our stocks because we tend to fail when we do that. you don't need me to tell you this, the roads are terrible it's my job to help you find what could benefit from our everyday lives. that's the "mad money" way. and the way to do it is the autozone. i think it's time for you to get in the zone. thanks to all of you out there in cramerica for sending in your incredible videos this week. i've been so touched by all your inspiring stories. i've got to share some of them with you. take a look. >> boo-yah, jim! from new hampshire. >> can you see over my shoulder i have some of my ex-brokers mounted on my wall. >> you, mr. cramer took me and my $5,000 from disaster to a comfortable life financially.
6:34 pm
>> thank you so much for all of your advice throughout the years and now i'm looking at buying my first place. >> cramerica, this is steve, and he has something to say for you. >> boo-yah, jim, love your show and thanks for all of your help. you've made me money for my als. >> love you. at ally bank no branches equals great rates. it's a fact. kind of like mute buttons equal danger. ...that sound good? not being on this phone call sounds good. it's not muted. was that you jason? it was geoffrey! it was jason. it could've been brenda. ♪ building aircraft,
6:35 pm
the likes of which the world has never seen. this is what we do. ♪ that's the value of performance. northrop grumman. so, how do you feel about cash back? i would not say i'm into it. but let's see where this goes. [ buzzer ] do you like to travel? i'm all about "free" travel, babe. that's what i do. [ buzzer ] balance transfers -- you up for that? well -- unh. too soon? [ female announcer ] fortunately, there's an easier way, with creditcards.com. compare hundreds of cards from every major bank and find the one that's right for you. creditcards.com. it's simple. search, compare, and apply. [ ice rattles ] at ally bank no branches equals great rates. it's a fact. kind of like shopping hungry equals overshopping.
6:37 pm
♪ every weeknight for the last decade, i've come out here and told you that there's always a bull market somewhere. and i'm here to find it just for you. tonight, in celebration of this anniversary, i want to look back over the last ten years and show you that these bull markets have actually been a lot easier to find than you might think. a huge chunk of the financial industry is built on the idea that picking stocks is incredibly difficult. that you're not smart enough to do it. that you'll never be able to consistently outperform the broader stock market on your own. now, while i do think index funds are a terrific tool, you know that, just a great low effort relatively low risk. low-cost way to invest. i've also been on a mission from day one to prove that you can beat the performance of an index
6:38 pm
fund that mirrors the s&p 500 as long as you're willing to take the time and do the homework. and we've described endlessly what the homework is. so in celebration of that notion, that individual stock picking can be incredibly lucrative, i want to look back at the best performers from each of the last ten years. but my goal here is not to show you you could have made a killing if you stumbled on to one of the biggest winners for a given year. no, just the opposite. i was doing my research for this segment, i realize that if you bought these stocks after they'd already been the best performers in the market for a year in other words, if you came in once these stories had become incredibly obvious and it looked like the easy money had been made that in the vast majority not the majority but the vast majority of cases, these winners continued to make you a fortune. as much as this industry praises being contrary the truth is that you've been able to make a lot of money by simply going with what's obvious and not
6:39 pm
overthinking it. these are high-quality companies that dominate their industries. after all, you don't get to be the best performer in the s&p 500 in a given year if you're not doing something right. and i think many of them are still worth owning. there's nothing random about the stocks i'm about to mention. you don't get into this pantheon unless you have long-term gain! first in 2005 the best performing stock in the s&p 500 was monster beverage. up 332%. back then monster was a red hot organic and natural juice company. given the gigantic move in 2005 you might have been scared away from this stock. in 2006 you know maybe too dangerous, but, in fact monsters continue to be an amazing performer and the nine years since 2005 it is up another 1,275%.
6:40 pm
you know what, i think monster's not done. i think it's got more room to run. remember, this is the company i believe coca-cola needs to buy the entire company in order to reignite the growth. and it's a terrific play on cheap gasoline as it sells a ton of merchandise at gas stations and convenience stores and generates a huge amount of cash. in 2006 the best performer was intercontinental exchange, i.c.e., up 196.8% which at the time was a commodities trading power house. even doing some real damage, this stock has rallied another 112%. these days i.c.e. is a power house from the stock exchange world taking by storm in 2013 and taking a lot of costs out there. that also means a lot of jobs which i'm not happy about. this company's a classic consolidator that i think can go much higher as i believe we're headed for a world where there are a handful of exchanges and
6:41 pm
far more lucrative than they are now. in 2007 the best performer was first solar. the revolutionary solar power company that rallied 795%. low-cost producer at that point. now, first solar's a bit of an exception to this piece, it has become a real dog. even though it's a best of breed company that's rebounded in the past couple of years and it's even spinning off a yield co in the near future. i can't give first solar my blessing right now with oil prices this low, even though they are terrific. see, cheap crude is the bane of alternative energy. consider it by far the best house if not the penthouse in a real bad neighborhood. in 2008 dollar tree was the top performer with the stock rallying 61%. since then the stock has climbed another 489% another obvious winner you could have caught. i've been hammering this stockholm to you endlessly it's the one to buy. dollar tree is buying family dollar. it's an inferior business they will improve dramatically. i love this company. i love the dollar segment. dollar general reported a better
6:42 pm
number than i thought it was going to report this week. you know what, dollar tree though, has something the other guys don't have. it has the best candy aisle in the world. and you can eat right off the floor of my dollar tree in neptune, new jersey. that's probably not something you'd want to do. in 2009 the best performers were general growth properties up nearly 800% that was a one of a kind restructuring. not going to count. and xl group managed to rebound 395% the following year. since then xl's rallied another 97%. this is a very good -- and, you know what it just doesn't have the growth that it wants to. just the steady eddie player in the great recession. 2010 was the year of netflix, rallied 218% streaming video took the country by storm. netflix is a terrific example of how great stocks keep on winning. even if they encounter some turbulence. the stock has climbed another 150%. it was also the best performer in 2013 when it stormed international shores. remember, netflix got crushed in
6:43 pm
2011. people feared the growth was unsustainable. but since then the stock has been on fire. and as a cult stock, netflix is not judged by sales or earnings. but by the number of new sign-ups worldwide. it's very hard to value here. but i look at it this way, why i condone, i'm not recommending but i understand why you want to. netflix, i believe, could double the price of the streaming service and no one would balk. it's become crucial like amazon prime or your costco membership. and that's what attracts me to the situation. 2011, c.o.g. took the number one spot in the s&p 500 up 101% because people discovered they had the cheapest natural gas in the world in the marcellus shale. chiefly in northeast pennsylvania. and while the stock continued to roar in 2012 and 2013 another easy win. lately, it's been a very hard slog. in part, that's because the gluten of natural gas is killing them and the company has too much capacity and needs more pipeline infrastructure to send it to new england. oh, it'll come but until then
6:44 pm
no, i'm not a fan. the top performer in 2012 was long time cramer fave regeneron. since then the stock has climbed another 151%. and you know what this isn't done either. i think it's got more room to run. oh, of course it's given us a magnificent yearly and i'm actually saying this number you can check with my executive producer, 25,000% gain. since we interviewed regeneron ceo ten years ago. that was our first ceo interview ever. well the stock's now 429, and the stock was trading below 5. that's how you get that. we just heard earlier this week. and we know there's data coming out this weekend on the new anticholesterol drug. if regeneron somehow falters because of petrobas or some other thing going on in turkey, i bet sanofe snatches the country up outright. i mentioned that.
6:45 pm
but he says i'm just doing my job. hey, it could happen. how about last year? 2014, the biggest winner was southwest airlines. that's symbol luv. up 125% as the whole airline space roared thanks to consolidation and decline in jet fuel. it will be stable low levels for a long time. there's a glut. and the competition has been curtailed by the wave of mergers and acquisitions. that's terrific for southwest. and as we heard from boeing earlier this week, there's a very long line for new planes which makes it very unlikely that any new kpecompetitors can crack into the luv markets. if you look at the biggest winners from the last ten years companies with long-term ambitions, plans for dominance that consistently execute and are totally worth owning here. exception of oil and gas,. let me give you the bottom line. if this list teaches us anything, it's when you find a truly incredible company, don't
6:46 pm
get scared away when its stock shoots through the roof. the best run players like monster, intercontinental exchange, dollar tree netflix, regeneron southwest air to name a few, i think these winners are not yet done. this list shows that winners, indeed, do actually continue to win. and their stocks are fabulous places to go as we get smacked around by forces well beyond our borders and certainly beyond our control. after the break, i'll try to make you more money. "mad money," celebrating ten years of american industry and innovation. tonight, salesforce.com marc benioff. will the apple watch take the company higher? "mad money" tonight at 6:00 p.m. eastern on cnbc. to actively uncover, discuss and debate investment opportunities. which leads to better decisions for our clients. it's a uniquely collaborative approach
6:47 pm
6:49 pm
"lightning round" is sponsored by td ameritrade. >> it is time -- it is time for the "lightning round" on cramer's "mad money." you say the name of the stock, i tell you whether to buy or sell. play until this sound -- and then the "lightning round" is over. are you ready, ske-daddy. time for the "lightning round" on cramer's "mad money." start with mark in california. mark? >> caller: hey, jim, mark. what do you think of david busters before the earnings on the 17th? >> too risky for me. i remember the inconsistency of the old days. i know it was better than being
6:50 pm
public it is last time. i can't go there. rose in california, rose? >> caller: hi jim. i'm looking for your thoughts on acadia pharmaceutical. >> too dicey for me. they've had management turmoil there and a test pushed back a little. i'm going to stay away. mark in pennsylvania. mark? >> caller: b-b-boo-yah, jim. >> fabulous. >> caller: tell me a little story about electronic art. e.a. >> oh electronic arts. good. electronic arts is doing very well. but take two has come down a giant amount and evolve is so good. and you know, i really believe this is a good situation. i say take two. let's go to bruce in wisconsin. bruce! >> jim, my stock has gone from the mid-90s to 120 in five days. it's blue. should i hold it? >> no, i want you to take a little profit. it's got a little overheated. you know, we liked it. we liked all the plays, but you've got a really big gain there. and that ladies and gentlemen, is the conclusion of the "lightning round."
6:53 pm
6:54 pm
>> coast to coast, across the country. this week america fixed its eyes on an icon. but it all started with the ringing of a bell. wrong bell. ♪ >> on behalf of all of us at starbucks, congratulations on your ten-year anniversary. >> ten years congratulations. >> oh, thank you. >> wonderful to be here. amazing. >> let's check in with the bankable chairman and ceo of pepsico. the bankable co-founder and ceo of regeneron pharmaceuticals. chairman and ceo of walt disney. the co-ceo of chipotle. >> happy ten-year anniversary. i want to congratulate you on ten years. >> the terrific ceo of boeing. no! no! sherman!
6:55 pm
are you on "mad money"? >> i am on "mad money." >> tim in california. tim? >> caller: hey jim. i'm calling from kooupcupertino to be exact. this is tim cook at apple. and i want to congratulate you on ten great years of "mad money." >> wow. that's a good call! ♪ attention investors! vectorvest mobile is here and it's free! make faster, smarter better trading decisions with vectorvest mobile. the most powerful app or managing your portfolio from the palm of your hand. only vectorvest mobile analyzes ranks and graphs...
6:56 pm
6:57 pm
♪ help join a continent with nearly 3 million rugged square miles with a single broadband connection. when emerson takes up the challenge it's never been done before simply becomes consider it solved. emerson. hey, jim, thanks for being an inspiration to all of us. i roll my sleeves up to you, to ten years and to many many more
6:58 pm
years of success. >> also get the veins popping outs because this stuff is so tight. >> i'm not sure i have the arm. yours are better. >> congratulations on ten years, jim. >> happy to have been with you from day one. >> now, let's get down to business, roll up our sleeves and start telling stories. >> here's to ten more years. >> out of all of the jims i know, i've got to say, you're one of my faves. >> make sure they go above the elbow. >> rolling up my sleeves for you. >> here's to ten years and another ten more. >> i've fixed these sleeves a million times. >> i would have worked out today if i knew i -- >> does he do the tie? the knot? >> i can't get them up quite as much as you do. but this is a start. >> i don't think i should do this. >> congrats to ten years and here's to ten more. >> good luck and here's to another ten years. >> hey, jimmy, congratulations on ten amazing years. >> here at cnbc we're bullish on you. >> we love you. >> boo-yah to you. we roll up our sleeves and say, congratulations. >> honestly the shirt's a little tight, i don't think i
6:59 pm
could roll up the sleeves without ripping it. >> boo-yah. >> boo-yah. >> here's to another ten. >> boo-yah, jim. >> boo-yah. >> boo-yah, ske-daddy! >> boo-yah. >> boo-yah. >> boo-yah, jim. happy ten years. >> boo-yah, jim. >> jim, happy ten years, maybe not ten more, but maybe five or six more. >> boo-yah! >> many thanks to our fabulous guests this week. howard schultz, starbucks, mark fields ford, kevin plank, underarmour, bob eiger, disney tim cook, apple, and marc benioff from salesforce.com. and i want to thank all of the people who have helped many eded me do the show for the past ten years and thank you for watch ling. there's always a bull market i promise to help you find it right here on "mad money." i'm jim cramer! see you monday!
7:00 pm
>> narrator: in this episode of "american greed"... kwame kilpatrick... the youngest mayor in the history of detroit. >> i was elected mayor at age 31 years old because i dared mighty things for the citizens of my city. >> there were many people who believed that he was the next generation of leadership. >> narrator: a leader who many hope will bring the swagger back to the motor city. >> he was the hip-hop mayor. he was hanging out with the athletes. >> narrator: but his outrageous temptations lead to unimaginable corruption. >> from the day he walked in this was about, "how can i make kwame kilpatrick, my family, and my friends richer?" >> the mayor had $840,000 in unexplained cash i
206 Views
IN COLLECTIONS
CNBCUploaded by TV Archive on
