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tv   Mad Money  CNBC  March 27, 2015 6:00pm-7:01pm EDT

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us and pretty eventful friday show with the ellen pao verdict today. and we will leave you with a live picture here inside of that courthouse. "mad money" is coming up with jim cramer right here on cnbc. my mission is simplement. to make you money. i'm here to level the play ging field for all investors, and there is 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, and welcome to cramerica and some people want to make friends -- but i want to make you money. call me at 1-800-mad money or
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tweet me at jim cramer. today, some of the biotechs managed to reassert and balance themselves mildly. the s&p 500 gaining 2.4% and the nasdaq climbing 2.47%, and looking ahead, next week has to be one of the most bizarre weeks of the year, and that is because we have one superimportant pieces of news the nonpharma pieces of information comes friday when it is the stock market closed for business. so it means a week of muted trades before we get there. it is important, because sometimes when you are a stock junkie like me, you are looking for clues when there is not a lot of news. you can get the clues from anywhere and anyplace and on the slower days you try to bear down and get a little skinny that know one else knows.
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and that is why next monday, i want to focus on a earnings report report from somebody that you have not heard of aar, and it is a aerospace company that repairs and leases and are repairs planes, and you might say, a ha who cares about this company, come on, cramer? well the answer is you need to focus, because who is not concerned about the two big stocks this this space, the aerospace stocks and what we have the airline stocks. that they aren't doing as well as they were. perhaps because we don't have as much foreign travel and oil doesn't seem to go for 43. maybe some people thought it was going to go to 30. air could help us figure things out, more important now, i like to listen and take temperatures of the bull market.
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look at the companies we have to worry about. is boeing doing as well as it should and honeywell with the cockpits. can we get a sense of alcoa is doing, right about to report the quarter because it's about to start the month of april. don't forget why this is so important. the transports have been punk lately. whether it's because of the number cuts in the railroads or reduced because of lower coal shipments or worries in decline in passenger seat models the transports failed to confirm last week's rally in the s&p 500 and that was an excellent tipoff that you were getting greedy if you hadn't taken anything off the table ahead of the declines hence why we ran the clip of wall street michael douglas at the start of last friday's show next tuesday we get results from fresh pet. that's the natural and organic
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food company for your pets. the other day on twitter someone said enough already about natural and organic. i wanted to tell them to stuff it but instead i pointed out, two of the greatest stories of our era then i blocked the clown. i think fresh pet could have a similar story. this is the single most heavily shorted stock that i follow. that's right, there's more people betting against the stock than any stock i've seen in 2015. people must believe that fresh put is going to disappoint more than any other stock in ages. we have to look and see what they have to say before we leap in and buy the stock, we have to be sure we're not missing something before we pull the trigger. this is a hated stock. it's a mongrul. i'm getting concerned the whole agricultural complex is not coming through. the last time they spiked when
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warren buffett bought that position. i'm not sure whether monsanto will get, what i regard as being a biotech stock. let's just change form. you want crop protection may i suggest buying dow chemical on monday morning. buy dow. okay, why? because i think people don't understand the transformation of dow that the ceo is pulling off in front of our eyes. just this very morning, we learned that dow chemicals offloading the most cycle cal business to olan. that's because of expanded buy back and allows it to be much less economically sensitive and less hostage to the price of
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oil. when oil goes down dow goes down too as they demand discounts on plastics. but the biggest division that causes this linkage is being sold to olan and will cause people to want to pay for more the other earning streams like the agricultural one. i think it could mean the multiple for dow expands dramatically and the stock will vault into the 50s from the $47 perch, what makes me so confident and contrary it's simple. dow chemical is doing the exact same thing ppg did a few years ago when it offloaded its commodity business for a price that wasn't as good as the one that dow got today. ppg stock subsequently doubled once it was free from its cycle cal constraints. can dow double now that it sold its legacy business? i'm giving you a bold prediction.
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but i do think the stock will work over time much higher buy back dividends, earnings will all increase, it's a homerun that was mistaken for a single in today's session. reaction was definitely disappointing, i expect many upgrades when the analysts find out how positive it is for dow. a big position but you know what, i wish it were even bigger. that's how good i feel about dow chemical and what andrew announced this morning. two stocks jump out for thursday. carmax and micron. the comments by carmax always insightful about the demand for cars. plus given how stocks at general motors and ford have stalled, maybe can brighten outlook for both auto giants. i wouldn't give up on them under
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though their under performance. as for micron lots of viewers on this one. when it's great, it's really great. can i also point out, when it's bad, it's really bad. and right now it's really bad. they make flash memory devices and d rams and neither is is that strong. we get the earnings miss from san disk and we know the personal computer business has been the grave yard of tech. some are saying micron is so slow it can't get any more. that's a terrible reason. it shouldn't be important given the market is closed. last month's employment report was strong. there hasn't been a single national strong economic number since the last employment report? isn't that amazing. we've had weak retail sales and home sales and weak industrial
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production and weak manufacturing. i'm sure some of you want to see a number consistent with the soft numbers i just rattled off because you fear the fed raising rates. let me give you a little head's up. don't feed the fed. fear the prospect from the 2.2 gross domestic product number for the fourth quarter today. there are a ton of industrial companies out there going to report in the next month. unless we see a pickup in business we're going to get real doozys because of that strong dollar. but if we get employment growth that will give us something to hang our hat on while we try to play through the pain of what i am now fearing will be a very disappointing earnings season. i usually don't say that, at least for those companies that need some economic strength. guy in new york. >> caller: originally from brooklyn brooklyn, how are you? >> i'm doing great. how about you? >> caller: i love your show and
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passion and energy. you speak faster than my cousin from naples italy. >> that's a high compliment with the euro so low, we ought to visit him. >> caller: i've got eye two-part question, what do you think about yahoo! and is the future of cable tv going to be an internet tv yahoo! tv station? >> i like yahoo! very much. i feel very alone. i don't know why it is so -- why i have to defend this, been one of the greatest stocks of the era and but people say listen all she's done is have a big stake in alibaba, do i care? how it gets from 45 from 18? i like it. after they distribute the stake, you're going to see the stock go higher not lower. let's stick with new york. carol? >> caller: hi. >> hi carol. >> caller: hi hi. i'm wondering in light of the recent energy volatility, what you think of the railroad stocks
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like cni in canada. >> we're going to stay away from the rails until union pacific bottoms. union pacific has not bottomed yet and that is my keystone rail. it can take down any other rail because it is so well run. let's be careful out there. i'm taking all new york and going to bob in new york. bob. >> caller: hey, jim. calling about dk you mentioned this last week in one of your shows. >> yes. >> caller: so it's a good -- what's going on with oil, it's still a good buy. >> i'm looking and liking cst brands, that's the valero spinoff, i like that one more got more going for it. economic strength matters and until we see a pickup in business we'll see earnings doozys, most restaurant stocks
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have been sizzling hot but not all are winners. what you need to keep the hearty returns coming? don't miss my take. plus we've got tweets. go ahead and tweet your question i might just answer on air. stick with cramer. >> don't miss a second of "mad money" follow jim cramer on twitter. have a question tweet cramer #madtweets. send jim an e-mail to madmoney atcnbc.com. or give us a call 800-743-cnbc. miss something? head to mad money at cnbc.com. at mfs, we believe in the power of active management. our teams collaborate around the world,
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♪ after the market monster pull back this week i think it's time to circle back to one of the hottest groups that had time to cool off a bit. i'm talking about the restaurant stocks. restaurants have been roaring of late courtesy of a stronger job market and cheaper gasoline
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prices and now that momentum has slowed, what a time to take a comprehensive look and see who's in the best shape and who we should avoid. and the best way to evaluate the restaurant, the most important metric for this cohort is their same store sales. or comparable store sales which tell how well the core business is doing by showing perform aeps of only stores open for one year. tonight, i got a two-parter. we've got first the restaurants with the best same store sales and after the break we go through the players with the worst same store sales. by my count, there were over a dozen restaurants reported same store sales growth of 5% or greater in the most recent quarter. that indicates genuine strength. however, believe it or not, the majority of these stocks are down from where they were trading before earnings reports and roughly half traded lower immediately after they reported.
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so why is it that some restaurants with terrific same store sales went higher and others got pounded? let me take you through my list of companies that had the best same store sales. the absolute worst reaction out there came from one of my favorite stocks sonic, the burger chain. reported earlier this week and plunged more than 12% the next day. now, if you actually look at sonic's quarter, the numbers were impressive. there was no burger chain that came near this not to mention better than expected receive news. what happened to sonic? why did the stock get pancaked even though the company had a fabulous quarter? this is a two-part answer. we knew sonic's quarter was going to be good because the company we announced positive numbers on march 2nd and caused the stock to run up. we knew that they were going to report. what really killed the stock, when sonic did report
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management gave disappointing guidance forecasting low to mid-single digit same store sales for the second half of the fiscal year. that was a massive desell race from the numbers the company just reported. given the run-up and wet blanket guidance investors decided to take profits. i find sonic a lot more approachable and it's possible management was trying to be conservative because they didn't want expectations out of hand. three more companies had bad reactions to sales numbers, three you know i love chipotle fiesta restaurant group and pop eye's, all of which traded 3 to 9% lower right after earnings. all three of these companies turned in impressive quarters with strong top line and bottom line results. chipotle 16.1% increase that's the best of all.
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fiesta restaurant gave 7.4 increase and popeye's 9.8% growth. why did they go down? because all three companies punted on their guidance. that's what mattered. che forecasted low to single digit sales growth which is the kind of thing investors find discouraging and fiesta restaurant group didn't provide us with any guidance. and popeye's forecasted a distinct slowdown 3.5 to 4.5% increase for the full year. that is not what investors want to hear if you just gave them a 9.8% increase. once again the guidance gave investors a reason to take profits and all three stocks sold off. i really like the weakness in these three names, particularly chipotle and popeye's high quality stocks at a strange discount. i think management was in both cases simply being conservative.
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maybe under promise so they can overdeliver. that's not a bad thing. how about the companies that reported strong sales and saw stocks go higher. after the monster run in the restaurants, the companies in this cohort are ones that truly managed to surprise the market with their amazing strength. and the two that really stand out, cracker barrel which is funny -- like the -- and zoe's kitchen, the most natural and organic. investors simply didn't expect numbers to be so good. cracker barrel and zoe's gave accelerating same store sales growth along with positive guidance going forward. they gave you positive guidance you needed both of these. cracker barrel had the best reaction in the whole restaurant group. their stores dock the interstate highway system. the company is going to be a real beneficiary of lower gasoline prices. hence why crackle barrel managed to trally 8.6% the day after it
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reported and 13% total since the quarter bucking the whole trend. given the cracker barrel delivered 7.9% increase in sales and more than double the number they put up the previous quarter which management guiding for single digit growth going forward. that was the recipe for the best performance. zoe's is one of the few stocks that declined between when it reported its third quarter and fourth quarter earlier this month. when zoe's reported a nice acceleration from 5.9% to 7.8% in this latest one, the stock roared 6. 9%. zoe's not only surprised wall street with numbers it reported but gave robust guidance for mid to high single digit same store sales growth. the best in class restaurant names were companies reported good same store sales but guided free better ones like cramer
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uber phase, buffalo wild wings, fish -- oh, shoot man, febreze, buffalo wild wings and jack in the box. buffalo rallied even though same store sales growth decelerated down to 5.9. it didn't matter because on the conference call the company's bankable ceo sally smith stated for the first five weeks of the quarter her company saw magnificent 11.9% increase, even if this tails off, it suggests next quarter's numbers will represent a real acceleration no wonder the stock roored. after the recent pullback buffalo is up 14 points off its highs. that's a steal. that's way too low. last but not least jack in the box, it hit the trifecta. great report great quarter.
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it also had very strong guidance. that's why that stock rallied 7.4% after it reported. jack's saw the agogregate sales and 14% increase and guidance call for mid to high single digits. that is a real vote of confidence. in the last week jack pulled back three bucks from a hideous week. that may be all you get in this incredibly high quality name. let me give you the bottom line. i'm trying to teex you how to run a restaurant stock. i say all the time the same store sales are the most important metric but when you look at these numbers, you have to understand that the trend is more important than any single quarter results. what we want to see is an acceleration in sales and strong guidance and indicating there are more good numbers to come. that's how strongest stocks rallied this quarter. that's the recipe for instant
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wellth creation. one that we'll return to time and again whenever we evaluate these kinds of stocks. you know what that's much more ahead, we're going to do a little more restaurants and two names that i wouldn't touch with a fishstick or 10-foot pole make sure they are not lurking in your portfolio. it's been a brutal week for biotech, but is the worst of it behind us or a begigger problem here to stay. tweet me because i'm answering all of them on the air just ahead. stick with cramer!
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♪ >> the four horsemen of the semiconductor industry and the four horsemen of biotech stood their ground today and it could bode well for real stand in these two leadership groups that have just been hammered of late. and frankly they're weakness was the proximate cause of the whole week's decline. one week ago today proved to be the peak in biotech as over enthusiasm crested and rapid sell-off began. why so i'm glad i told you to do registering and all of the names last week. what caused the the top? we had seen mergers and acquisitions and by a
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conservative company that left two other companies rumored to be at the altar ready to do another big biotech deal. we got amazing results out of a new class of anti-cholesterol drugs and biogen had a study that could reduce alzheimer's and taken up in the wake of this terrific news flow. the overheated companies didn't issue a lot of equity when they were up there and a bubble of sorts has been become evident in small drug developers with phase one and phase two compounds that may never pound out. the ability to stabilize yesterday and rally today after the smackdown, what can i say? it's definitely a positive sign. nothing like a little activity rumored to gaffe the short sellers and get the juices going. is there a bottom in biotech? i call it enough -- i would say
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a much needed shakeout that's running its course. we saw a parallel crushing of the best of the semiconductor stocks, the ones the with the most content link to cell phones and connectivity nxp semiconductors, there's been carnage for months that accepted those but there's real blood letting in intel, micron companies like intel and micron are seen as too linked to personal computers. they don't have the leverage to connectivity that the big four have. the core cell phone division seems to be slowing along with real complications in its japanese business. earlier this week we got the negative report from sandisk, but taiwan semi, an untalked about bow heel oj too much is
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the bain of any company's existence. they sent traders scurrying away. to that breach steps david aldridge, ceo of sky works. arguably the best of the bunch who gave you a terrific reassurance last night right here that things are very much on course and red hot as ever. the new cell phones are so my indicated that the gross margins for chip makers are going higher. that's a difference than the old days. $5 of content in a new iphone which means their business has tremendous momentum. made it clear that the trend is long term. he likes to say he's following the money. all sorts of connected applications, cars home medicine defense, among others. i came away thinking the stocks can bottom too and each have their own issues that don't bleed into the semiconductor
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horsemen. altera doesn't hurt either. isn't that funny biomare rinne, makes people afraid to short stocks. the bottom line it's clear the leadership semiconductors and buy yoekioteches asserted themselves and that makes it clear the weak hands are exiting and firmer hands are taking over. that's what needs to happen if they power beyond their highs from a week ago. with this calvary charge you can't help but feel better about both groups which looked like they were on the ropes a few short days ago. let's go to terry in ohio terry. >> caller: jim cramer hi this is terry from cleveland, ohio. >> we think it's a tribes year. >> caller: yep. question i had to ask you on
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glax sew smith, did they justify this high dividend based on earnings? >> well, you know it doesn't have the sales and people want it for the dividend and to me that's like they wanted astra seneca for that. i think that stock is fine i want more than a bond so i'm not going to recommend glaxo. let's go to michelle in california. >> caller: hi, cramer big booyah from san francisco. >> thank you so much. what's up? >> caller: i love your show and tape it so i never miss it. >> thank you very much. >> caller: you're welcome. so i'm calling because in december of 2013 i bought a thousand shares of hewlett-packard when you were recommended and kept it about a year and sold 800 shares at a very nice profit. thank you very much. >> you're quite welcome.
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i know the thing was just down and out. that was crazy. >> caller: that's the nature of my question i've got 200 shares left. it's down quite a bit. should i hold or sell? >> i want you to hold it, now they are going to split the company into two but then you'll have to sell because i don't think either one of the pieces is where you want to be in technology. you want to be social mobile cloud and connectivity and they don't have enough of any of those. leaders stand their ground that's what we're seeing with the strong semis and bioteches, they saved the week at the end and both groups we thought lost their mojo. the restaurant names that are leaving a foul taste in your mouth. make sure they are not lurking in your portfolio. then go ahead, tweet me #madtweets and i'll answer your twitter questions on air. and a look back at the week that was and your calls on a special friday edition of the lightning round. stick with cramer! .
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can it make a dentist appointment when my teeth are ready? ♪ ♪ can it tell the doctor how long you have to wear this thing? ♪ ♪ can it tell the flight attendant to please not wake me this time? ♪ ♪ the answer is yes, it can. so, the question your customers are really asking is can your business deliver?
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♪ welcome back to jimmy's diner. earlier i explained how important same store sales growth is for the restaurant
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cohort and how good comps can propel the best of the restaurant stocks much higher. now it's time to look at the losers, the companies that reported housy same store sales growth while most of their peers were taking off. the kintdsds of companies where you never know what you're going to find in the food. drop your pants for -- geez. when things are going right in a company it's easy to get your head around the story, but underperformers, you need to do a lot more analysis to figure out what went wrong. sometimes there's an ugly data point that signals larger trouble. sometimes a good economy will stumble and stock will get its head slammed creating a honest to god fabulous opportunity. now i want to look 'restaurants that reported the worse numbers to see if those are indicative of a poor overall performance and whether it's not too late to get out of the stocks.
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we were focused about getting in. now we're going to be talking about whipping up some sales. let's start with the don't touch group with bad news that i wouldn't touch with a 10-foot pole or a 6-inch potato strip. first there's noodles and company which doubled on first day of trading after the ipo. but since then it's been a total dog with the stock now trading slightly below its ipo price. in the latest quarter, 1.3% increase in sales which was an especially awful result considering how well other restaurants were doing over the same period. this wasn't just one bad quarter. it was the fourth straight quarter of hideous comps and at this point it's become clear that investors have no reason to trust noodles or people running it. it's no wonder the stock plunged
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31% after noodles reported and the stock is still expensive, 32 times next year's earnings it's quite possible those estimates again are too high. it's the sandisk of restaurants. not every restaurant with awful sales is in dire peril that needs to be sold aggressively. there are special circumstances where disappointing comps don't mean anything at all. two of the largest restaurant chains out there fall into this category. the first is mcdonald's and the second is young brands each saw same store sales decline by 1% this past quarter. they are going through high level strategic changes that make near term results less important than what management could potentially accomplish over the long term. normally i would say i would not touch these stocks even with holy cow, a 10-foot pole but the fact is when you're this bad, things look up to you. when mcdonald's reported the
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latest quarter. this was one heavy 10-foot pole they shrugged off declining same store sales with the stock getting dinged when it reported. the reason mcdonald's didn't get slammed, part has to do with -- not likely this quarter -- was not a surprise. meanwhile, many investors were betting that another bad quarter would cause the company ceo to lose his job, which is exactly what happened. thompson resigned a week after the quarter and steve easterbrook was named replacement. given how poorly they performed under his tenure it couldn't be touched with a 10-foot pole and desperate need for turn around. a not so hot quarter led to a pretty positive development. one last reason why they didn't get crushed, it has a monster dividend. when a stock is yield support and dividend as sakecred as mcdonltd's, only so far it can fall before buyers swoop in.
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in the case of mcdonald's, when it goes down to the $90 level, near 4, investors start treating this as a bond market equivalent and the stock rebounds. when you're as big as mcdonald's declining same store sales are one piece of a much larger story and stock you wouldn't touch with the 10-foot pole suddenly becomes something you can't get enough of. how about yum brands parents of taco bell and pizza hut. it's stock rallied in response rising 2% the next trading session and now up 6% since it reported. yum's week comps were a known factor. in the previous quarter it got anile lated in reaction to bad meat in china. we knew the company's reports wouldn't be so hot. this is a case where low expectations can really soften the blow of weak numbers. with yum, the stock actually rallied because the news wasn't
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quite as bad as people are expecting. what happened is they had lowered the bar so much that it was easy to get over. it wasn't like one of those, like limbo, you know what i mean? you get it? all right, one more thing. shake shack just reported last week. they delivered 7.2 increase in same store sales. this one got a mixed reaction. this stock got pounded into hamburger meat. ultimately ended up closing plus 2% higher that day. it was happening right there and continued to climb. that's about a bar being set for the newly public company. while i like the burgers, i think it's a rat race out there. now with the benchmark, shake shack is a part of it. from here on in it will be judged by the number not the taste of its burgers. that said i think the bar has been set low enough by this report that i bet shake shack will be a keeper in the way
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chipotle was when it first started. after analyzing the same store sales, winners and losers from the latest quarter, you can't look at the numbers in a vacuum. that's what determines whether or not the stock goes higher. i would stay with jimmy.
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♪ it is time for the lightning round! then the lightning round is over. are you ready? we'll start with carlos in new york. carlos. >> jim, long time no talk. >> way too long carlos. what is that about? go ahead. >> caller: before i get to my thought, my stepfather doug sanders is a long time fan, says hello. >> thank you very much. keep watching. >> caller: my stock is adbe -- >> no no that quarter was no good, man. come on we got to stay focused,
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that was not a good quarter. stay away from adobe. ed in new york. >> caller: hi jim. thanks for taking my call. love your show. >> thank you. >> caller: i know you like the box ipo, i'm wondering -- >> look honestly i would have told that story much better narrative this should let me do that conference call stock would be at 22. i'm not kidding, he didn't know how to tell the story and amateur at the beginning of the conference call and once they got to the q and a, they started weaving the story. wrapped up into red hat, that's what they have to do. that's my -- that's the way i would play it. how about yanile in florida. >> caller: i'm calling in regards to rocket -- getting crushed lately. >> i don't know now the proof is in the pudding, the last two calls weren't -- last two
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conference calls weren't that good. people feel they don't need rocket fuel they can give the money to google or ad agency. let's see what happens there. >> no i want to go to olga in ohio. >> caller: hello, this is a repeat call from cincinnati. >> cincinnati we like the reds. go ahead. >> caller: about a month ago there was an infection in an l.a. hospital and you introduced us to ttph. >> yes. >> caller: and i'd like to know what you think about it. >> i like it. i happen to like that space because a lot of people feel merck overpaid. i think antibiotics are something people are circling back to. that's my thinking that the super bugs must be killed. let's take one more. junior in high home state of new jersey. >> reporter: as good as class a.
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>> both classes are terrific. i like berkshire, i think they should be bought because you have to get deals and can't do it yourself. that is ladies and gentlemen, the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade. >> i'm always telling you to do your own homework especially during earnings season and i'm not soupy sales but couldn't resist. ♪ >> in case you have a one-off issue causing the market to misjudge results entirely and that's what happened to cramer faf williams smoem ma even though the company delivered inline earnings the revenues came in a bit light. oh my life savers.
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>> boo-yah, first time caller mr. cramer. >> why don't i go to frank in california. [ crickets chirping ] >> frank? >>. >> caller: yes. >> frank, you're up. >> caller: okay hi this is frank from california. >> hi frank. >> still there. you can see how twitter formed a very impressive wedge formation. this isn't a perfect head and shoulder big head like chunk from the goonies, if you run two fingers at once it doesn't work. twitter is -- one at a time.
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stick with cramer.
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it's important just my incredible staff out there tweeting, as much as i like looking at a giant image of my face along new york's west side highway, we should probably get to the other tweets you're sending me at jim cramer
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#madtweets. let's start with ultimate jazz fan who thinks the fed needs to cut period. cut what? i mean they are like at zero. what minus .25? no. we're done with the fed. forget about the fed. the fed is fine. let's focus on earnings and focus on the economy. that's the old days. we want the economy to do better now. that's what we need. okay, there i've said it. at daniel risk wa 4 u wants to know mad tweets buy, hold, sell? of the big defense companies, i like lockheed martin and northrom begunman and ratheon and harris corp then would i get to l3.
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next at tyler tweets what does departure poreat people thought i called it borat, i always said porat mean for ms? >> morgan stanley stock has been hurt by this which is a mistake. porat, the stock goes down and google stock goes down and that makes no sense to me. i think that they have a big bench at morgan stanley and both are biased. hi, jim, green mountain coffee is way down. is it good to pick up now? i so much enjoy reading confessions. >> i think it is a perfect time to buy. i think coca-cola will snap them up otherwise. i'm hearing that the soda machine coming out is going to be the gift that everyone is
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giving for the holiday season. stick with cramer. 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... ...over 16,000 stocks worldwide, everyday,...
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...and gives you clear buy, sell, hold recommendations... ...on every stock; anytime, anywhere. vectorvest mobile comes free with your vectorvest trial. get it now! visit vectorvest.com/mobile to get started ♪ ♪ ♪ (under loud music) this is the place. ♪ ♪ ♪ their beard salve is made from ♪ ♪ ♪ sustainable tea tree oil and kale... you, my friend, recognize when a trend has reached critical mass. yes, when others focus on one thing you see what's coming next. you see opportunity. that's what a type e does. and so it begins. with e*trade's investing insights center, you can spot trends before they become trendy. e*trade. opportunity is everywhere.
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sometimes things happen and people don't get it. two days ago i said kraft is going to go up many more points than it was and then subsequently climbed 28 points. i'm telling you now that dow chemical only up a buck and change is going to go up dramatically over the course the next six months. why do i say that? because when ppg, when chuck bunch sold his commodity chemical group, i came out hard for it. i said this is the opportunity that you're not going to get otherwise and ppg jumped. ppg is not at this point as good as dow chemical. i think dow is the one you want to buy. away from that david aldridge thank you very much, the ceo came on the set and ignited his own semirally. i'm jim cramer and i'll see you monday!
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>> narrator: in this episode of "american greed"... marcus schrenker. remember this guy? >> the plane crashed in milton, florida, sunday night. >> narrator: he was a stunt pilot... >> basically, it's a very high-g routine that has a lot of gyroscopic precession. >> i've seen him do a few things in the airplane that were, "boy, this guy knows what he's doing." >> narrator: ...and clients say, a con man. >> people trusted him, in some cases, with a million dollars. >> narrator: ...who had the country wondering for days whether he was dead or alive.

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