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tv   Mad Money  CNBC  May 1, 2015 6:00pm-7:01pm EDT

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e yield, sell some weekly calls against it. >> it's like a twofer final call. looks like our time has expired. thank you so much for watching. for more "options action," check out optionsaction.cnbc.com, also the daily segment inside of "fast." see you next week at 5:00 p.m. eastern time. eastern time. 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 make you some money. my job is not just to entertain you, but to educate and explain this to you. so call me 800-743-cnbc, or tweet me @jimcramer. sell in april and beat the people who sell in may? i know it's not that catchy but it does seem to be a bit of reality after the rally today. aside from a momentary drop in
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oil, it's otherwise difficult to nail down any other real interpretation for today's positive action. where the dow roared 184 points s&p climbed 1.09% and the nasdaq fell 1.92%, breaking a many-day streak to the down side. i've got another explanation. bear with me. the one i gave you last night! apple. remember, i said if apple bottoms, we bottom. because this week's sell-off really accelerated with the decline and fall of the best of the best. apple came back to life right on schedule after three days of selling from that huge quarter and its monster $3.80 rally, emboldened people to buy all things tech. and with the help of an amazing quarter from gilead all things biotech, too. i don't think we're out of the selling woods, because we're in a conundrum here. most of the year, investors have favored the stocks of the companies just doing business in u.s. that makes sense since they
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don't sell overseas and weren't hurt by the fall of the u.s. dollar. but in april, the same stocks lost their tailwinds and, therefore, their luster. that means we see today investors have become wary of the same domestic stocks they loved just four weeks ago. at the exact same time investors had fallen head over heels for companies that benefit from cheaper gasoline. however in april it rose 25%, its biggest rally in years, so those stocks fell out of favor, too. nevertheless, it's another like the companies that sell overseas are doing well, at least not yet. the international plays have tremendous earnings risk. tut it all together and pretty much everything became treacherous during the seat change that sent oil up and the dollar down. no group fit into the script of what was in favor, so every stock sold off. that was the logic of the april sell-off. this pivot wouldn't be so painful if it weren't earnings season. every good number from domestic companies is either viewed as the last good number because gasoline's going higher or it's
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ignored because portfolio managers are itching to put their money overseas as soon as the earnings risk diminishes but not until this earnings season is over can they do tit. to put it in english, we left april believing no stocks are leading right now, no domestic no international. that and the fear of the month of may culminated in the culminates monday morning. it's the berkshire hathaway annual meeting. lately i noticed an amazing pattern. we get gloomy we sell. we start hitting stock and then we listen to the most important person in the investment landscape, warren buffet and he
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helps our spirits. i bet he'll be gloriously optimistic when he speaks with becky quick on can't miss squawk box. so expect buffet to work his optimistic bullish magic when we come in monday morning. you know how i said the markets turned against the retailers and restaurants? we've seen pressure on some of our favorite restaurant chains. jack-in-the-box, chipotle and sonic. yet they all have good money. when will this madness end? let's listen to what denny's has to say. if the stock goes higher tuesday i'll urge you to start buying one of these down and outers in the wake of what could be a very positive piece of news. now there aren't many companies that have consistently been viewed in a positive light during this period but two of them do report tuesday. este lauder and disney. the stock hasn't come in much so
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we may not get the pop. your best hope is that they both come down monday after the buffet halo gives way and then maybe you get to buy them in a weakness. otherwise you have to wait for both of these. wednesday, one big battleground. after the close we hear from tesla. i think that tesla stock which had run into the home battery initiatives elon musk announced last night is going to run into wednesday. i hated tesla's last quarter. it precipitated gigantic cuts. you tend not to get just one of these lousy quarters. you tend to get a couple. i like the car and not the stock. then there's another one that's hard. whole foods. they acted terrible for weeks
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now. it acted anemically today too. there's still a ton of competition space but they have already been inpunished a great deal. i suggest half in the quarter and half later if the stock sells off. i want you to own yahoo!. as a giant position in alleyibaba and you're pretty much getting their business for free. you want alibaba exposure go buy yahoo!. we also get results from tablo software. it has the single most expensive stock that i follow. even more expensive than workday we heard from in san francisco. they have the most growth of all the technology companies out there look for service now and work day to move higher if you want to play the pin action.
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then friday we get the labor department's non-farm report. it will take rates up sometime this year if it gets really good data. that has everyone buzzing if we get strong numbers from that employment report we're likely to see a tightening rather soon. i think we're in a rock/hard place situation here. if that employment number shows robust growth we'll get a sell off in anticipation of a fed rate hike. however if the number is weak we could also get a sell off because people are starting to assume the economy is going to slow. it's lose lose. maybe somehow we thread the needle, that has to be the bull's hope. those that sold in april are probably worse now that we're in may. that will only accelerate when warren buffet says it's a terrific time to buy monday. we'll have to take our queue from what moves after earnings to figure out the right stocks to buy. don't worry, i'll be there to guide you through the final last
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week of what has been a, let's just say lackluster earnings season. let's go to jake in california. >> booyah jim. this is jake from california. love the show. >> thank you jake. what's up. >> caller: my 2-year-old wants to say a quick hello. what do you say to jim? >> booyah booyah! >> oh come on man. that kid's got game. that gets got horse sense. >> caller: you have a big fan in my son. i want to get your take right now on seadrill. i've taken a hit in the past. do you think it's a good long-term hold. >> i have to tell you, you have to go right along side of action owners plus.com because schlumberger is the name and it's still down from its high.
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i say ride down as it goes lower. let's go to donna in connecticut. >> caller: hey, jim, thank you for taking my call. >> quite welcome. >> caller: i watch you show every day and learned a lot. today i'm interested in your opinion of my favorite stock. illumina. they have a $2 ipad app. the stock has grown. i noticed a lot of insider trading activity as of late and my question is do you agree with my enthusiasm or do you think i'm a spending fool. >> i think your enthusiasm is correct however i have to tell you i look at this a lot with the research director of my charitable trust and we think that therom fisher is cheaper. but it's a very good company. alan in florida. >> caller: good nfl draft booyah too you. >> i would have taken mariota
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over winston but what's up. >> i heard you speak many times about the importance of an ceo but i have been following fireeye and that relationship is going well. they almost seem to be reinventing that space. like you said i listened to the conference calls and the earnings call but i want to know what do you think about their ceo? does he have what it takes to take him to the next level? do you know much about him? >> i was on that conference call and it was good. i think fireeye is a buy but you know mark was on the show earlier this week from palo palo alto. he's a convincing guy. if you want ceo that i think is best in show it's him and palo alto has my vote. i need to go to mona in ohio. >> caller: booyah. >> booyah mona. >> caller: i really enjoy your show and thank you for having our backs.
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>> of course. >> caller: i know that you like srgi. >> it's time to buy fiesta. i have watched this stock come down as if there's something wrong with fiesta. there's nothing wrong with it. these stocks all traded up because gal gast lean was going lower and now they're all trading down because it's going higher. fiesta restaurant group is at a good level. those that sold in april have sellers remorse after today. next week i want you to take your queue from the moves after earnings to find the right stocks to buy. only after you listened to warren buffet. on mad tonight, is the american economy soaring or stalling? and then del friscos steakhouse with a delicious dinner but the stock left in the cold. plus they can't get a dip since it reported. i wonder if this is the case of throwing the baby out of the bath water.
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i have the ceo. so stick with cramer. >> don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer. #madtweets. send an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. madmoney.cnbc.com. ♪ ♪ [ radio chatter ] ♪ ♪ [ male announcer ] andrew. rita. sandy. ♪ ♪ meet chris jackie joe. minor damage or major disaster, when you need us most, we're there.
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all right. come on. how bad can things really be if a major u.s. industrial company gives us an amazing report card and it's all a's for the united states of america. he told us residential construction, nonresidential construction, aerospace, cars and trucks are all going strong that's a major part of our economy performing well. nonresidential construction is a
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gigantic source. businesses picked up and construction is driving a lot of jobs. lower oil prices is a principle driver and why crude rebounded last month it's still way below a year ago. then there's the auto market which is a huge force in the economy. auto sales at this levels remain incredibly robust and that's terrific for auto nation and car max. i can't say it's for the auto makers themselves because as you can see from how gm's stock reacted from its better than expected april number which is is pretty muted it doesn't matter. right now it's about europe where gm is performing terribly and latin america that's fallen off a cliff. i can't stress enough just how much latin america is hurt anything u.s. company doing business there venezuela rivals russia as one of the worst places on earth to do business. even if they're about what's happening overseas the strength of the auto market is a good
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tell for the u.s. economy and then there's trucks. he believes we can build more than 300,000 trucks this year and that can only be viewed as an extreme positive for the u.s. economy. i think it's one of the reasons the truck engine maker was up so big and able to shrug off a downgrade earlier in the week about china sales. it's a driver for the economy. nothing is accelerating. great news. in fact, the only area that's been weak is oil and gas. that segment has been a huge net positive for the rest of the economy. we're largely a consumer economy nation and they have nothing to do with how the consumers do. it has a lot to do with hiring and belief that jobs are plentiful. we know from yesterday's jobless claims figures that they are which brings me to the area in the stock market beginning to make no sense to me. sure oil was up big in april but
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everything else i just went through trumps a bit of a bump in the price of gas. i do expect to see it during the month of may. get the retail stocks until today have been whacked and whacked endlessly. given the comments we have been hearing broadly about the u.s. economy and specifically from that last night my bottom line is its time to start recognizing this gloom about the consumer because of a slight rise in the price at the spumppump is way overdone. they're putting in a bottom that can hold and there's plenty including the home improvement companies and big box stores that will be baug now even if you missed out. believe me they have much further to run. let's go to liza in new york. >> caller: hello, jim darling. so happy you took my call. >> i'm glad you called. >> caller: i have been watching
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tal international. they reported earnings and there's a concern about declining leasing rates. the stock closed down at about 3%. it's got a gorgeous 6.9% dividend. should i pull the trigger? >> you know that was a severe disappointment. it really was. they did not deliver the number. if you're going to pull the trigger pull it on tuesday because more estimates have to come down and i do expect more downgrades. let's be careful on that one they did miss the quarter. thank you for the kind words. how about bill in south carolina. bill. >> caller: jim, how you doing today? >> not bad. how about you? >> caller: i'm doing good. it's a beautiful day out here in greenville south carolina. thank you for taking my call. >> i love south carolina. i love it. good barbecue there. what's going on. >> caller: i would like to know your opinion on westport innovations. >> no, westport has been a disappointment for years and years. i got off the stock when it was
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much higher and i'm not going back. as much as i think natural gas engines should be in use in this country it ain't happening. carl in my home state of new jersey, carl. >> caller: how you doing, jim from jackson, new jersey. >> of course. >> caller: i'd like to know your current take on chesapeake energy. >> it will report next week. it will have a great quarter. why do i say that? chesapeake is more nat gas than oil and nat gas is still not up despite yesterday's rally so i think there are better fish to fry in the oil patch and we'll hear from them next week. retail is down big but it could be an overreaction to what's happened at the pump. i think it's time to pick among the retailers. i say you look at the home improvement stores and department stores and big box chains. much more "mad money" ahead. including del friscos. their steak may sizzle but stock is cold. plus is it time to go for a swim with pool corp?
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i'll dip my foot in the water when i talk to the ceo. plus we filled a bathtub full of mayo and a stunning shift happened across the globe. let's stick with cramer. s stick with cramer. when a moment spontaneously turns romantic why pause to take a pill? and why stop what you're doing to find a bathroom? with cialis for daily use, you don't have to plan around either. it's the only daily tablet approved to treat erectile dysfunction
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we've been watching restaurants closely this earnings season to gauge the strength of the consumer but
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while most restaurant stocks roared earlier this year and pulled back lately in response to the rebounding price of oil i can think of one name that lagged the group. i'm talking about del frisco's restaurant group. it runs three chains. with 46 locations across 20 states. for the last few months they have been flat lining around the $20 level. $3 above it's 52 week low but the company has steady organic growth story as it expands across the country and the stock is fairly inexpensive. now they have reported this wednesday and while the company posted a 2cent earnings beat some people think the revenues came in light rising 12.7% year over year with slow but steady 2.2% same store sales growth and expanding up 130 basis points year over year.
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there was nothing worrisome at all. so can they get the groouf back? let's take a closer look with the ceo of the restaurant group to learn more about the quarter and where his company is headed. welcome back to "mad money." >> a pleasure to be back here. pound-for-pound your place is the best and i go where ever it is at any city i'm at. at what point do you get i'm not getting what i deserve. we don't need to be public. >> i don't decide what the stock price is going to be but you hit on it jim. exactly how we feel. we pose a great upside. we're a growth company. we grow at 15%. we're growing 15 to 18%. we have a lot of white space. we have a ton of regular fans who are devoted to our three brands. so we think there's a great
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upside and still a great story with dfrg. >> so i know you're emphasizing the grill which is absolutely terrific and i love them but why that? because these other places -- the other ones have a little bit better same store sales and i can't imagine you saturated this country with that yet. >> we haven't and we're still growing the double eagle. we're going to open one this year and one or two next year and we'll expand as we go. but with the grill, let me tell you. same store sales were negative. 3.5% for q-1 but six stores for most of the quarter. by the end of the quarter we had 7. we're talking about a small amount of stores. we saw it start well. p-1 the very beginning we were positive across the board and rough p-2 and p-3 but if you take out two stores we were positive for the quarter. opening new stores doing very very well. we have a great pipeline for this year and beyond.
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so we don't think there's something wrong with the concept. we just think we need to keep moving. going through our initiatives and we'll be fine. >> one of the things i love why can't you put more up near colleges? there are people that have student debt but there's also there's a group of people that want to have a date. >> that's true. >> and i think the grill is the ultimate date place for people in their 20s. >> yeah. i love that. people have debt. we're okay with that too. but the grill is a combination of a restaurant that's good for gen x. everyone has forgotten gen x and that was the original point of building the grill. be there for gen x and when they grow old they can transition steak houses but we wanted a concept that is also good for millennials and we think we have that. >> you do. people feel a little bit robust. a lot more employment and things are getting better but food
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costs have gone up. how do things shake out between the amount of traffic which is good and the expense of the food itself. >> well, i tell you what that's one thing the strength of this company is our controls and that's basically because we're the best team in baseball. all our chefs and general managers that do such an exceptional job every day but meat only accounts for 33% of our cost. so we're not into the commodity basket. if you look at our cost you'll see tight controls throughout the history of this company. first quarter we were down 130 basis points from last year without any significant price increase. >> also how levered are you guys to gasoline? >> not us. historically steak houses not whatsoever and the grill hasn't hurt us or helped us when it goes up or down.
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>> it's a connundrum for me. >> i love it and i think the stock should be higher. >> there's a lot of folks that think your way and we'll prove you right. >> i bet you will. it may be one of the biggest bargains in the whole sector. "mad money" is back after the break. >> coming up making a splash. what's this bathtub full of mayo have to do with the massive movement happening in your grocery aisle. the answer and the man behind the start up disrupting the food business when our series defining the future cons. ning the future cons. ♪ we will rock you anthem ♪ ♪ ♪ ♪ ♪
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>> just a week or two ago we were down right salivating over my company levered to the housing market but thanks to the change i've been telling you all week the damage from rebounding gasoline price and the potential for rising mortgage rates, everything that was hot a couple of weeks ago, except for today not hot at all. which brings me to pool corporation. that's pool for all of your home gamers. that's the dom nanlt provider of pool starts supplies in the u.s. in the last week it pulled back from a high of 72 down to just
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under 66 as of today as this stock is going out of style on the wall street fashion show i talk to you about. heres the thing though. thursday of last week they reported a terrific quarter in which it beat wall street expectations and also reaffirmed it's guidance. they delivered an excellent 5 cent earnings beat with higher than expected revenues that climb 10.8% year over year. in other words pool corp. reported a top notch quarter and jumped from 68 to 72 but then started pulling back close to around $70 and since then continued to get slammed again as money managers rotate out of everything domestic and housing related or consumer discretionary spending. are they throwing the baby out with the bath water? is it the kind of stock worth buying at weakness since we know the underlying company is doing well? let's check in with the president and ceo of pool corp. to find out more about how his business is doing and where it's headed. welcome back to "mad money".
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>> thank you, jim. glad to be here. >> i am looking at a chart from your deck which shows we're still building fewer -- almost a third of the pools that we used to build. you are predicted a return to normalized levels of pool building. when will that occur do you think? >> we believe that will occur early in the next decade. we believe giving the financing environment and consumers propensity to invest in their home and recovery of that investment, that will begin to kick in gradually over the next two to three years. gradually increase and get back to normalized levels early in the next decade but as you said we have a lot of wind behind us given that we're only running at about one-third of the pool construction levels that existed ten years ago. >> were you able to take advantage of the fact that a lot of the mom and pop builders were not able to make it through the depression in housing.
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>> certainly a number of our customers were affected. to varying degrees and there was some fall out. but what we do in terms of helping our customers whether they be pool builders or service companies, what we do to help them grow and succeed has resulted in our customers being intact and we continue to gain share because of the value we provide to our customers. >> excellent. now we all know that california and i know it was brought up in the conference call they have water restrictions and people are supposed to cut back a. what does that mean for the pool construction business? >> we're doing well in california. it's the largest pool market in the country and the world. to date we have not seen any impact from that cut back. when you look at pools, pools are not a net consumer of water. you have evaporation and you
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have filling in but there's many opportunities they have to cut back on water other than cutting back on new pool construction. just let the prices go to market. eliminate subsidies and you're there. we also be on the way on the irrigation landscape part of the business sell smart irrigation products. and with that they can be much more efficient in water use and that goes a long way to solving california's water issues. >> i was also surprised when i read the deck. weather is more important than employment. weather is actually a big driver of your business. >> well, weather effects us primarily in the seasonal markets so where you live when you open your pool is in large part by weather outside. this coming weekend you'll have a great weekend and if you haven't opened up your pool you should have.
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so therefore that effects our business in the sense that the earlier pools are opened. the more pool products they're going to consume and that's good for us. so hopefully you're enjoying the outside and outdoors this weekend. >> last question. i know that chemicals are important and are you worried that the chlorine industry is getting too concentrated for your company? >> no. ironically the chlorine market on a worldwide basis is oversupplied. there's many manufacturers in china, japan and spain. three examples other than the united states that are large producers. the oversupply conditions enable chlorine to be an efficient sanitizer for water for recreational water as well as commercial proper the is.
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>> terrific. they'll come back big in the next four or five years. i think you're right. that's the president and ceo of pool corp. thank you for being on "mad money". >> thank you, jim. >> look these stocks go out of favor rather fast. they'll come back in favor just as fast. "mad money" is back after the break. the break.
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there's some facts about seaworld we'd like you to know. we don't collect killer whales from the wild. and haven't for 35 years. with the hightest standard of animal care in the world, our whales are healthy. they're thriving. i wouldn't work here if they weren't. and government research shows they live just as long as whales in the wild. caring for these whales, we have a great responsibility to get that right. and we take it very seriously. because we love them. and we know you love them too. 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.
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let's go to mike in washington. mike mike mike. >> caller: hi jim, greetings from seattle. >> good to have you on the show. >> i'm concerned jim about it other than the bump it got today it's been dropping every day for about the last couple of weeks. >> that's true but remember the whole cohort has been coming down. this is part of the comosticdomestic situation. it must be viewed as a longer term situation. let's go to omar in new york. omar. >> booyah jim. omar from new york. my question is about linn energy. >> remember we backed away from linn when it was higher. we like energy transfer partners if we want to be in that because they reported a really great quarter. let's go to richard in delaware. richard. >> booyah jim, how are you
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doing today? >> i'm doing pretty well. how about you? >> caller: doing great. my stock is pg therapudics. >> we had him on the show. go with that one. john. >> caller: hi. congratulations on your marriage. >> oh, thank you. >> caller: i told you this past year just celebrated 50 years i celebrated in jerico turnpike in new york. >> fantastic. there's a good diner there. >> caller: yeah. anyway, jim, my stock i'd like your input on dvax. >> that's hep b. it's been all over the map. the stock doubled and it's come back down. you're owed a longer explanation just than i think it's okay. i'll come right back. susan in california, susan.
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>> caller: booyah. i love you. i read you on the internet and watch your shows. i'm an apple investor because of you. it's mastercard. it's been stagnant. i've listened to what you have been saying. two analysts upgraded it to about 100 or 104. >> my charitable trust owns it. thank you for the kind words. look he just completely delivers. he knocked the ball out of the park. a.j., come on this show. mastercard. uniquely fabulous. let's go to dino in connecticut. >> caller: booyah jim. thank you for taking my call. my question is nokia. >> i didn't like the quarter. that quarter was just not that good. wasn't as bad as some of the social media but not that good. we'll take tom in california. >> caller: booyah. >> wow. refreshing. >> caller: from studio city here in california. >> what's up? >> caller: i'm looking for memp.
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memorial partners. >> i'm throwing a red flag. that has the highest dividend of any company i know. that means the dividend is at risk. i'm saying no. let's go to josh in pennsylvania, josh. >> caller: booyah professor cramer. a big congratulations to your lovely new wife and for all you do at home. >> she looks good in that people magazine piece. >> caller: i'm intrigued by black stone group llp. >> you should be. it's a buy. they have a lot of properties that haven't been monetized yet. i'm really starting to rack up. come on i'm like hopping around here. that ladies and gentlemen is the conclusion of the lightning round. >> the lightning round is sponsored by t.d. ameritrade. t.d. ameritrade. working 24/7 on mobile trader, rated #1 trading app in the app store. it lets you trade stocks options, futures... even advanced orders. and it offers more charts than a lot of the other
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competitors do in desktop. you work so late. i guess you don't see your family very much? i see them all the time. did you finish your derivative pricing model, honey? for all the confidence you need. td ameritrade. you got this.
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while i was out in fransisco earlier this week i got a chance to check in with a couple of companies at the forefront of innovation in their fields. it's not just limited to technology companies. take hampton creek foods. it's a privately held business it's riding the healthy eating by creating a plant based egg free alternatives for mayo and cookie dough. you might have seen the products in the local grocery store. the just mayo and just cookies brands being distributed by compass group. now i got a chance to catch up again with josh. he's the founder and ceo of hampton creek foods earlier this week. take a look. >> if we're talking disruptive
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technologies we have to talk about food. you're reinventing food. you're going through algorithms and finding the right kind of stuff. the best success so far you had is mayonnaise. we talked last time. since then you won a big contract. >> it's the biggest food service company in the world. 4 billion meals a year they serve. the reason it's such a big deal is the impact. over a billion gallons of water saved and it gives us a national distribution impact. >> compass provides food to a lot of different places. you packets. >> we have packets. we have pumps. i have a special packet to show you. this is the flavored mayo. you can put it on anything you want. veggie sandwich or hamburger. >> why did they switch to you? >> a couple of big things. we asked this question as a
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company, what would it look like if we started over and if we did the good thing the thing better for the body and the environment and would taste better and it does and it's also a little bit less. >> i want to figure out the company raised a lot of money and at the same time the new york times said you had some lay offs. director of people operations senior scientist trying to reconcile howell you're doing with the layoffs and whether they're actual layoffs or changes you made. >> it's just changes. we're hiring a ton of people. we just hired 7 people in the last 30 days. we're hiring more than we're letting people. it's a process of becoming a better company. >> you must have other things in mind. >> pasta. you know that scramble egg that you tested a little bit ago. >> you said it wasn't ready. >> it's still not ready. we have many more flavors of cookies, custards and yogurts.
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>> tell me about walmart and costco. how much business do you do with them? is it big? >> it's big. the big thing is expanding the category. so we're expanding the category about 25%. so people that weren't normally eating the stuff before because they didn't like it or didn't think it was good for their body are now coming into the category and that matters for these retailers. >> are you up into the natural food area or are you right next to mayo? where are you? >> the biggest reason why they filed a lawsuit against us is because we're resistant to being natural and alternative and substitute. we want to be the main thing. so in all of these retailers that's exactly what we are. >> where are you on gmo? i can't imagine there's much preservative in this. >> there are 400,000 plants around the world. we try to find the great. we don't think you need to synthesize or mess with it.
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they're non-gmo products. we don't take a stance as a company on it but we don't think we have to mess with food to make it awesome. >> someone said to me after i did a segment with you before, mother nature makes perfectly good eggs. i had eggs laid by a hen the other day. they were so good. how do you compete with a hen? >> in the same way that a car competed with a horse and buggy. you make it less expensive and taste better and whether you're making mayo or cookies or pasta if you think differently you can make it better. you don't have to do it the same way you did before. >> costco periodically takes something in and then it goes out. are you being consistent with costco? >> we have been plowing away for them and the key is two things. one we have a new trial. we have our own people. creekers. >> yeah. >> they share the stories about what we're doing and actually we're one of the least expensive mayos in costco so it's the
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philosophy of breaking through this alternative nonsense and reaching everyone. >> now it's a hot day. i remember when i was running track my mom made me a sandwich it was a tuna sandwich and she told me if it gets hot don't eat it because of the mayo. can we take a look to see what you've got here? it's bacon mayo. >> i'd love to make you some. >> we're not going to get salmonella. >> not only are you not going to get salmonella you're not going to consume any cholesterol. >> you like how it tastes and you want turkey and cheese. >> i like turkey. >> no, you probably want a lot. do you mind holding the lettuce? give me the slice so i can put the mayo on there. perfect. get a good amount for you. and again the whole purpose is
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jim, i want you to enjoy good food and make it a little bit easier. >> all right. let me taste it. >> i know my mom said never talk with your mouth full but founder and ceo of hampton creek foods. i'll tell you something, i can't believe it's mayo. >> this is what we call the nano tainer. it's a small tube designed to replace the big viles you take out of your arm when you draw blood traditionally. >> what does this mean for the traditional way we do diagnosis. >> we believe the future of health care is enabling the individual to have the information they need to take ownership of their health. >> one day, i won't even be able to see the chip. it will be more powerful than the mainframe. >> this button is actually a computer. >> you have to remain curious and critical. if your curious in business and curious in life you're learning every day. if you're critical you feel
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objective enough to look at your best work and say how can we do it better. >> they're coming from all of the other carriers because we're doing my followphilosophy of business. listening to our employees and customers and shutting up and doing what they tell us and so far the uncarrier is resinating with customers in a big way. >> everything we do is digital and threat is to the digital age so if we can't get this right maybe we can't get it compartmentalized into something acceptable the way of life may have to change. >> i had eggs laid by a hen the other day and they were so good. how do you compete with a hen. >> in the same way a car competed with the horse and buggy. make it better. make it less expensive and taste better. whether it's mayo or cookies or pasta, if you think differently about things you can make it better. >> we deliver within one hour two hour same day from your favorite stores. amazon delivers the next day with their amazon fresh program
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and from their warehouses. customers want the groceries from whole foods. >> the idea is what if you can use the city as a warehouse. >> imagine how beautiful that is. >> why do i need hotel tonight as a consumer and why do i need it as a hotel. >> for the consumer side we make a great mobile app that makes it easy to snag a room at the last minute. 40% of all hotel rooms in the country in the world are empty right now. we can help them fill those rooms. it's a win win. >> the business of business is business and stay in the guard rails and i think there's been a pretty big shift. the business of business is improving the state of the world. world.
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good. very good. you see something moving off the shelves and your first thought is to investigate the company. you are type e*. yes, investment opportunities can be anywhere... or not. but you know the difference.
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try zip recruiter for free today. i want to thank everyone that made our week in san francisco be fabulous. there's always a market somewhere. promise to try to find it for you right here on "mad money." i'm jim cramer. see you monday. see you monday. >> a modern american miracle -- your neighborhood supermarket. 48,000 items under one roof. >> oh, boy, it's just like a playground of food.
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>> you're looking at the abundance of america, in a way. >> absolutely. >> you've got to see what i found over here. >> a half-trillion-dollar industry that touches us all. >> you are empowered to make somebody's day. >> did you find everything you needed today? >> take a deep breath, because we're gonna wow you. >> a billion and a half dollars worth of groceries sold every day, reflecting what we want and who we are. i'll bet most people think they're pretty good shoppers. >> and i can tell you they're

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