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tv   Mad Money  CNBC  June 8, 2015 6:00pm-7:01pm EDT

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around. >> cybersecurity. you see the names higher until the taped dragged them down. but proofpoint, made an all-time high.lee. thanks for watching. "mad money" is up next. my mission is simple to make you i promise to help you find it. "mad money" starts now. myojob is just not to entertain you, but educate and teach you, so call me or tweet me. on harsh days like today.
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first which stocks fly breaking traditional valuation restraints, i have a hard time telling you to buy buy buy. >> because without thor underpinnings. i run the risk of making a mistake. lots of stocks fit this mode. and ted la, okay. call the someday factor as in some day they're going to make a ton of money, and you want to be there.
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and even though i like palo alto and -- it's getting very difficult to justify them on any sort of earnings basis. as in the opportunity for the bad guys to hack everything that's so vast that you want to own to some of these plays in facts therein aentire etf devoted to the cause. and you can avoid -- indeed to buy the hack etf. this lifts off every -- and the break into the files and federal government has sent hacks soaring. that's okay. their end markets are -- it makes -- now i want to tell you about a stock that's soon to be
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a cult classic. not yet, but soon. named amberella. not to be confused with bashrb relia. the professional intellectual property -- the dash cameras, the drone in the hall monitoring cameras. i liked it the brains behind go pro for some time. it's been a horse, a real american pharoah of this stock market at least to an all-time closing high of 108.75 even higher at one point. last week. i watched it rally right into its -- for a quarter, and when it got one, the stock immediately hit a retaining wall and crashed right back to $93. i was stupid filled how anyone could tell stock off those terrific numbers.
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i became any moore adamant. what did i see? get a load of these numbers. revenue up in the -- earnings 71 sends. margins on the rise. the company's expected to earn $3.50. i think that could turn out to be outrageous oy low. given all that strength it was ludicrous that is this stock sold off, so it's no wonder it's rebounded tremendously since then. that's what we've got to talk about. it was the simple fact that's and up over 100% for the year.
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in 2017. remember, we talked about the out years on the show and you get 127.50 stock. i'll bet it goes there, goes there fast. i think the big number is totally doable. somebody else was trying to extrapolate what the numbers meant, that i think think missed the forest through the trees. they wanted to be thought of as a chip maker, especially drones. i don't blame them. think of the uses that ambarella, for instance in the "wall street journal" there was a journal about xiaomi phones selling out 40,000 phones in 15 seconds. that's right, 40,000 15.
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the story made it pretty clear that even though it's low-end phones, it wants to take over the world. 39 million more than last year. xiaomi is an ambarella client. big share in the korean and chinese automotive market. when you this i about body cameras, think about am intobarella. to quote the conference call u.s. service providers are interested in offering home monitoring cameras as part of the service. comcast begins shipping its high definition xfinity home camera. this is a weather resistant device that can be used indoors or outdoors. but those aren't even the real stories. the real next story is drones. where the company expected an astounding 1 million unit sold. a million unit.
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what's got the ambarella team more excited? a battery-powered camera that can last six months and wake up on a given event as the ceo points out, the next big use might be the doorbell so whether you ring the door the camera pops up captures video, sends it through the wifi to your tremendous phone, so if if you're not home you know exactly who shows up. that's one beautiful application. i think if that happens, he continues, it could be a huge opportunity for us, end quote. how do i justify pounding the table right here after parabolic move and nearly 115% gain here year to date. do i really have any standing here to jump up and down and say now is the time to buy ambarella? the truth is i have no choice but to say i buy it because it is doing much better than i expected. i have to own that i'm way late to the first move, and need
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to -- products that were talked about in the conference call coming out with that much competition. it wants to use the expensive stock to buy more technology. it doesn't -- unfortunately the darn thing will have to leave the fundamental evaluation. at that point it will be among the most expensive stocks that i follow. what do i do? where it's still not outrageous? do i bless the $200 number? understanding it might get there? either way, the bottom line is ambarella is about to become a cult classic. you do need to know that at these elevated levels it's all about momentum and not fundamental valuation. if you're comfortable with that then ambarella, queen of the stock galaxies for you. alan? >> caller: jim, how are you? >> all right. how about you. >> caller: thanks for recommending home gamers.
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>> yes. >> caller: i listened to a couple conference calls both time they emphasized as much as ten times more expensive than the competition? is that a good thing? and it's very active hiring government employees with security clearances. how meaningful is that when it comes to what may be a bunch of new government contracts? >> i think remember they will debt with visa and it has that relationship with homeland security. they're also great forensics. i have no problems can what dave dewalt is doing. that stock spiked today, and then came down. a lot of technicians will say you have to wait to -- but i think long term it's very good. check? >> caller: boo-yah, jim cramer. home of the great smokey mountains. >> beautiful, beautiful. >> caller: i'm long with norfolk
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southern railroad. would like to know if i should say on board, buy more or get off at the next stop? >> norfolk southern is a problem. it's got a lot of the problems that i don't like about the transports, and particularly coal. i think the stock has another ten points down. if you can handle the ten points do you i think it's okay but understand that norfolk southern has the wrong cargos at the wrong time. that's painful. all right. coal is not a curse word. sometimes it can be an opportunity. i think ambarella, ella ella is on the cusp of becoming a cult classic, which means it's about momentum, not fundamentals, but that's okay as long as you understand that risk. on "mad money" today, fresh fast-food player that's on fire can zoe's kitchen still bring the heat plus a company instrumental
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biotechs delivering life-saving drugs. can the stock give your portfolio a healthy boost? don't miss my take and stick with kramer. for the millions of americans suffering from ringing in their ears, there's no such thing as quiet time. but you can quiet the ringing with lipo-flavonoid, the number-one doctor-recommended brand. relieve the ringing with lipo-flavonoid.
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♪ ♪ ♪ at chase, we celebrate small businesses every day through programs like mission main street grants. last years' grant recipients are achieving amazing things. carving a name for myself and creating local jobs. creating more programs for these little bookworms. bringing a taste of louisiana to the world. at chase, we're proud to support our grant recipients and small businesses like yours. so you can take the next big step.
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look at zoe's kitchen, when it's going completely out of style at the fashion show. this is on fire stock up 11%, since they reported a fantastic quarter thursday night zoe's has been a real wide trader rocking
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up to 24 and change on the first day, peaking just below $40, then sliding back to the high 20s, since then though zoe's has been making a comeback. just 42 locations across 16 states at the end of march is one of the fastest growing regional to national stories in america, and in part it's because of strong results. better still posting a terrific 7.7 increase in -- imagine the robust -- 31 to 33 new company-owned stores. let's look at this with kevin miles, the president and ceo of the zoe's kitchen. welcome back to "mad money." most of the restaurants i deal
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with, when they reported their quarter, they either gave you disappointing guidance or said it would just be okay going forward. your confidence stems from what? because boy, you have it. >> it's really our customer this food is fantastic, great for you to eat, very good transparent, additive free lean proteins fresh fruits. >> but you've been ought it for a while. people with a great background in the business but you also use analytics. >> we do. >> probably the most sophisticated, can you tell us what the annual illustratics help with? the analysis of the numbers tell you? >> we really started back in 2009 started at the business intelligence side of it beginning this year to give us a real robust additive so they can make real-time decisions on what's happening in their business, whether it's sales, labor forecasting and the like
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which gives us a lot of information. also our brand head what is the customer saying? we roll that into our data, and later layer that over sales, giving us inside. >> do you set out to have that predominant woman buyer, or is that something that happens to be in sync? >> i think it starts with the freshness. 90% of the dining decisions today are made by women. you know that kind of helps drive in the consumer as they come in then men so up with their wives and co-workers. >> kevin, one of the things that we've been seeing is the difficulty of restaurants to get the right people to get them to move up. are your people do they start at lower end of the restaurant and work their way up? >> a bit of both. we have a lot of managers about -- a third of our system got promoted from within, meaning they started an an hourly or assistant manager position and moved up as well as others coming from outside,
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looking for better opportunities to grow with the company and grow their careers. >> how come you go with the company-owned? we've had some pretty good success with some companies that are company owned, and then others that are franchise model. >> we believe that we can control or culture, we can control the business teach and educate our team around living mediterranean, living the lifestyle of mediterranean. >> now, what's the sense of is the consumer right now? yours are a little higher prices. >> slightly higher but we're still under a $10 average check. this is what you would get for $11.49 a salmon kell bob or hummus trio. >> this is somehow the hottest food in america. how did hhummus take over?
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>> it's a nutrient-dense option with it being -- >> especially with the younger children. >> they really do love it. >> they really do. >> last time we were talking about what regions. why not boston right now? why not new york? it's so ripe. >> well a bit like our culture. we want to control our growth continue to bring long-term shareholders value so geographically really building on our brand and connecting our states geographically for us is a smarter decision. one day we'll be in boston but we want to continue to grow -- >> that makes sense. once you're in the area you really go for that area. >> absolutely. >> when i real that mcdonald's wants to go more fresh and natural, do you ever wake up and go, everybody is on to us? >> not really.
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we're marches or own path. we believe in what we're doing. for 20 years we've been priing fresh, mediterranean cuisine. the nice thing is zoe's been doing it now for 20 years. >> it's not like there's five other guys doing burgers right now and you're the sixth guy, even though the burgers seem to be in sync there will be a time when burgers peak. this is not peak just nice and steady. >> i agree. >> you've done terrific since we've seen you last. this is a great concept. it's also excellent execution. "mad money" is back in a moment. coming up a new tune. >> today we're announcing apple music. >> it unveiled a new streaming music service that will give hundreds of millions of customers a new way to rock out. is it enough to keep this stock jamming on the street? don't my kramer's take.
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yes, it's true. i did tell victor espinoza the winning jockey on triple crown winner american pharoah, that he should own, not trade apple. i whispered it into his ear, and he won going away this weekend. this is the same mantra i passed on to the philly fanatic, and before i threw out the first ball. you see a pattern? it's a totally superfluous comments, and a conversation opener, but i feel a powerful need to quit trading certain stocks and just own them. my iphone 6 happened to be front and center as the wife and i went to belmont for the sthax race. before we got out of brooklyn i desperately went from news -- for a copy of the daily racing form. i couldn't imagine going to the track without looking at the
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horses, any end, why don't you check apple's app store, and maybe you can download something there, and i decided to play the exacta. but in my iphone i would have been out of luck instead i made a heck of a lot more money than going to the movies. today was an important day from apple, with an indication of the software writers with at cottage trying have up their sleeves. apple is a vessel that smart people can write programs for. it's an because i can link my apps with nigh new phone. i love the pictures i was able to take right on my phone and then on my watch in the afternoon. i can't get over how i can respond on my watch without whipping out my phones. i think of the developers conference as a flea market where smart people can come together, direct different programs to make these devices
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more valuable than they already will. i've said repeatedly i like the apple watch, but also because i'm intrigued by the new programs that will be written for it. what else can it monitor? the developers' conference is about that. i'm always fascinated on what people are working on with these devices. i know the focus on apple and music today. i'm not as enthused by that as much. that's a flea market stand i'm walking right past quite frankly. i do know i would like to see more software that makes apple pay systems more successful like for my restaurant. right now we're too small to fit in the pay scheme but this pay reader developed by square that might change the equation. mostly i want to marvel what people come up with and discover
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what they app means and why i can't live without them. that's why i break the ice with people i don't know. it's a way to say there's something bigger going on here. and it will keep getting me excited about the devices they create. here's the bottom line own, don't trade the biggest company on earth. own it in a very tough period for the tech stocks. i can see it's going down you can see it's going down i just think there's value. ellen in massachusetts, ellen? >> caller: hey, jim, how are you? >> i'm real good. how about you? >> caller: good. i dvr my show every night. >> thank you very much. >> caller: my question is about google. it's been trading sideways for a long time and then they had the lawsuit thing going on and i'm just wondering what your thoughts are about it. >> my charitable trust owns it. i go back and forth about it with the research director, i don't like the way it trades. i'm only in it so there's -- if
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she can't, i'm cutting if and just going. it doesn't give me the up side that i like in a technology stock. anthony in new york anthony. >> caller: hey, jim, big fan of the show. my question is about yahoo. it dropped under 40 on reports that the i.r.s. will tax spinoffs. they believe tbl be taxed at zero. it boggle my mind how undervalued yahoo is when you add up the sum of the parts. baba worth 36 billion,ia hue japan at d. and yahoo cash five which equals $47 billion or $50 a share. that values the core business at zero. what am i missing? why does baba softbank or other companies just don't buy them out? >> you're not missing anything. it really is ridiculous. i think yahoo is very undervalued.
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that's i think you should own yahoo, because you have that $8 cushion. your math is dead right. i want you to stick with your thinking. ruth in california please. >> caller: hi, jim. bless you, i inherited a portfolio stocks from my husband, i'm particularly concerned about ibm. is it a buy, sell or hold jim? >> i think ibm is inexpensesive. it has to do a lot of things right this quarter and then it would start going down. i think they have 29% of the business i like very much. they have to make that 40%, i think you're fine. not -- not buying it, but i don't think you should sell it apple, don't trade it, own it. much more ahead, including what i like to call the arms dealer for biotech. i've got the ceo. and then hot space and it's just made a position that's potential. why is the to be so cheap? find out when i unveil the
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nonest -- plus and a very new edition of "the lightning round." stick with kramer.
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i keep telling you in this market up more exposure for all things health care. regardless of whether or not the fed stops i want to take you further up the health food chain. i'm talking about thermofisher scientific, tmo. it provides laboratory customers with everything they need to conduct real science. they also have a substantial diagnostic division and,
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courtesy of the transformational 13.6 billion acquisition which closed earlier last year. think of it as an arms dizzier for biotech and pharmaceutical companies. they reported a very good quarter, even as the company took a strong hit. now this company has a long history of making smart acquisitions. this budgeted $10 million for 2018 which had bolster the growth here given the stock is only up a little more than 2% i think this could be untapped up site. don't take it from me. let's talk to the ceo. mr. casper welcome back to "mad money." >> good to see you, sir. >> thank you for having me. were you surprised that people were so hung up on currency when a lot of other companies had been given a pass? >> i think all of the multinationals are facing it but, you know we're navigating
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it effectively we should have 4% to 6% earnings growth despise headwinds. i've heard 4 to 6, and then it's actually minus 2 or 3, but yours will be positive. >> actual this year. >> there was an issue with the japanese contract. one guy said on the conference call, am i missing something? but in reality, there is a lot of japanese business. has that settled down to where the orders keg put in the bills paid? >> as a company, half are our business is global. in the first quarter, the government actually didn't pass a budget so it slipped into april, so momentum has actually rebuild in japan. the good news is because of our global footprint, we've had good growth. >> a lot of companies have seen the slow down in the acceleration -- your chinese business is getting stronger year over year. >> it is.
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china had strong growth and we build a strong business. second largest mark after the united states. we use our 4,000 colleagues to create a great customer experience, and you know it's been an area we've grown about 30% on average, and we're looking for reasons growth. >> how, how much of that is pioneering grout? we're very well aligned. when you look at the chinese economy, you know it has the ebbs and flowing, but the technology we provide for government is absolutely critical to make sure that society continues to progress. >> i saw that you won an award in the magazine. i went to the magazine to try to learn -- frankly it's over my head, but can you tell mu how much of your product didn't exist four years ago. >> about 20% of our revenue would be from products that have been launched in the last four years.
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we spent more on r&d than anyone in our industry and it's one of our key enablers of growth for us. >> i looked at your highly complimentary -- and certain customers in large and growing markets. i was trying to figure out how much when i see biotech companies go public should i try to extrapolate it should be thermofisher? >> every time we are clearly in a strong biotech funding environment. we equip their labs, right at the beginning through the launch of a drug. we would be their largest supplier, if a company is successful we could have relationship that should be $50 million or more. >> do i have to worry that it seems like there's a shrinkage worldwide for academic and government, that the governments are cheap around the world, academics always seems to be cut back or is that constituent pretty consistent and i just don't -- the pain that iism seeing is not that bad? >> jim, actually academic in
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government has improved the last year. it's a growth market for us and we're returning back to that kind of growth again. an sequestration and some of the things in the past those are behind us. the u.s. has been a good market china continues to improve, so academic in government is an area that we feel okay about. >> you generate a huge amount of cash. you money up rather quickly. >> sure. from a cash flow perspective, we generate about 2.5 billion in cash. we deploy in a very disciplined way d. buybacks different, but also aggressive on the m & a front. we talked about $15 billion the money to deploy and capital to deploy over the next three years, over there $10 billion over the m & a side so lots of opportunities to deploy capital. are you seeing actual competition or there's situation
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where nobody is going up against you anymore? >> from the m & a landscape, we are in a huge business. we only have $17 billion in revenue, so lots of small players, and very selective on what we buy. we see great opportunities for growth we use our strict criteria and make sure we have good returns, and we see great opportunities to deploy capital to build the company further. >> i kind of feel like it's not -- it's been a long time since the stock has rested and then starts taking off again. i think that will happen against, soon. the ceo from thermofisher. "mad money" is back after the break. 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.
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it is time time "the lightning round. are you ready skee-daddy? >> let's start with donna in pennsylvania. >> caller: boo-yah, jim. how are you? >> i'm real good donna.
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how about you? >> caller: great. my question pnc bank i like it, buy, sell or hold. >> you you're right to buy it but it's hit a 52-week high i think it's headed down a bit, but it's a great place to be. >> caller: i'm imperial beach, san diego, buy or sell or hold rcl, please? >> i like -- i've got to tell you, i sold carnival corp last weekend. i prefer you to be in that one. how do you find out about american axle? >> i think it's a good place to see, you prefer hear in that business, but axle is a good company. gar in texas? >> caller: university of texas hook 'em horns, boo ya jim. >> going your way. >> caller: i have a question about fireeye and palo alto. >> these stocks did an reversal
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today, they opened up big, went down. that means the technicians will be fleeing from them for a couple days so understand they'll be understand pressure. that's the way technicians trade. how about john? new hampshire? john? yes, sir. nice to talk to you. >> same. i'm interested in blackberry. >> all right. i think it's one up one down. i've got to get more juice than that. that's not enough to get me involved. jim in south dakota. jim? >> caller: yet. go ahead sir. >> hewlett packal s -- >> unlikely. i hi hewlett-packard has its own issues. i think that frankly means that they'll be doing nothing on the acquisition side at least for the rest of the year. how about tom in illinois?
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tom? >> caller: how are you doing, jim? thanks for sharing your wisdom trinity industries. >> too many issues i want you to stay away. they have a lawsuit it's really hard to fathom. carl in massachusetts? >> caller: hi jim, thanks for everything you do for us nonprofessionals. my stock is american capital agency. >> no that deal is not protecting you from -- that yield was a classic -- it's too high, i don't trust that particular yield, and i want you to stay away. and that, ladies and gentlemen, is the conclusion of "the lightning round." "the lightning round" is sponsored by --
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here at td ameritrade, they're always working. yup, we're constantly making thinkorswim better. like a custom screener on your desktop, that updates to all your devices. and you can share it with one click. wow. how do you find the time to do all this? easy. we combined every birthday and holiday into one celebration. (different holidays being shouted) back to work, guys! i love this times of year. for all the confidence you need. td ameritrade. you got this. ♪ ♪ ♪ at chase, we celebrate small businesses every day through programs like mission main street grants. last years' grant recipients are achieving amazing things. carving a name for myself and creating local jobs. creating more programs for these little bookworms. bringing a taste of louisiana to the world. at chase, we're proud to support our grant recipients and small businesses like yours. so you can take the next big step.
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i keep telling you, that we seem to be in a no-win environment when it comes to economic growth. for our economy continues to slow, like we saw in the first quarter, businesses will be pretty lousy, but if we get more data like friday ease jobs numbers showing the economy is doing well the federal reserve
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will view that as a reason to raise interest rates, slamming the brakes on commerce and causing the super-freaking strong dollar to get even stronger versus other currency which would put out exporters -- put our exporters at an even bigger disadvantage. we're going to get clobbered either way. because the growth has already slowed up we have these two scenarios is likely to become the reality, neither is actually bullish for the economy. but as i told you yesterday, a low-growth environment can be good news for certain types of stocks typically the stocks with consistent growth that investors flock to as more people realize an economy that's -- i think we'll see a rotation sending huge piles of
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money into these secular co -- during the slowdown and continuing this we started just last week my favorite secular growth right now into this rate hike is health care cost contain muppet. we know that health care in general is one of the most consistent sectors out there, as medicine and doctors' visits are textbook examples of necessities that people don't cut back on buying food water and toothpaste hopefully deodorant. with this this group, the cost containment plays are some of the fasters growers, runaway health care concerns have become a huge problem, which means there's a lot of money controlling this cost. that's more true than ever, adding millions of people to -- and becoming increasingly dominated by senior citizens who las a rule need more attention than any other demographic.
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you don't believe a guy this age can be this limber without modern medicine and science, do you? last week i revealed i'll bell rolling out a accident difficult health care control names. we've already gone over the pharmacies. we mention as part of this idea of the roll-up of drug stocks. now time to play it from a different angle. i'm ticking down my three favorite wholesale drug distribution companies, which play such a huge role. i'd like this entire group, but we'll start with perhaps maybe at this moment the least compelling cardinal health cah, a very inquisitive company, a wholesale supplier of both drugs and medical suppliers, including everything from gloves to surgical apparel, and fluid management products. cardinal is also the number one during this timer and operates the world's largest networks of nuclear pharmacies that aid in the early diagnosis and treatment of tons of diseases.
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here's a company that provides resources to more than 75 percent of all u.s. hospitals, all with over 20,000 u.s. pharmacies and over 1.5 million patients in the direct-to-home division. businesses are on fire thanks to health care insurance being brought to millions of previously uninsured americans. cardinal was founded originally as a food distributor, but over time it moved into the drug distribution business they sold off the entire food division focused solely on health care. smart idea, then went on a serious spending spreer making a series of acquisition. the cardinal today is a $29 billion company, it gets more than 87% of the business from pharmaceuticals, with the remainder coming from medical supplies. within its wholesale drug distribution business it established a joint are joint venture with cvs, the largest
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generic drug sourcing that means now is negotiating the lowest possibility prices on generic drugs, on top of that 200 hospitals across the country outsource the management of their inpatient pharmacies to cardinal, because the company has a proven track record of improving safety. cardinal once again embarked on a takeover streak. it announced it bought cordis for nearly $2 billion. it will boost with a portfolio the cardiovascular and endovascular products while expanding the international presence. while the deal is expected to knock off as much as 15 cents from the 2016 earnings, by 2017 they expect it to boost earnings per share by more than 20%. managers anticipating at least $1 million of operational synergies by 2018 meaning last friday we learned that cardinal
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is snapping up the harbor drug group for 1.115 billion in cash. this is a privately held pharmaceutical distribution company that will expand cardinal's reach when it comes to generic drills and over-the-counter products. the harbor drug group deal that will boost cardinal's earnings be 15 cents, more than 20 cents in 2017. expected by the end of 2018. card 23458 has established itself as a serious consolidator in the drug distribution and medical supply space. these two deals should help the company grow for years to come. if the company makes these small, but very meaningful acquisitions, then i think the stock could ultimately trade much higher. cardinal reported what i thought was a terrific quarter at the end of april. i was kind of shocked. the company posted a beat off the 1.13 basis higher than expected sales up to 18%. what's not to like?
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full-year guidance for 2015. however, the stock got pounded on the news falling from 88 down to 84. that was in part because the shares had run up into the quarter. everyone loves cardinal but also back it was viewed as disappointing. i think that's ridiculous given more than 85% of the sales come from the drug distribution business, up 20% year over year, plus the acquisition should help bolster that side of the company, since trading back to 87 and change but getting to a slight discount. that makes the stock a steal, it's not bad. you know this stock trades at 17.9 -- here's the bottom lines. you need to know this drug distribution business is just ripe to own here. it's perfect. i think cardinal health is a buy at these levels. book, i think it will be the right place to be. the cheapest name in the space. these companies are loved to
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death by the big institutional money managers out there. i see plenty of reasons why their love will be requited for the rest of 2015. stick with cramer.
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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.
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the pursuit of healthier. it begins from the second we're born. after all, healthier doesn't happen all by itself. it needs to be earned... every day... using wellness to keep away illness... and believing that a single life can be made better by millions of others. healthier takes somebody who can power modern health care... by connecting every single part of it. for as the world keeps on searching for healthier...
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we're here to make healthier happen. optum. healthier is here. look today was a really bad day. a bad day once again because of the transports. i keep emphasizing that the airlines with the leadership we had, and we lost that leadership. once again we saw a number cut, but when i look at the airlines there are still ten major firms recommending buys. until we see the numbers cuts from all those guys and lots of downgrades, that one-time leadership group is going to continue to hit the market. in the meantime, technology is terrible, i know you're thinking when is apple going to go higher? just hold it. i always try to find a market for you, i will seal you tomorrow. i'm jim cramer.
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>> the following is a cnbc original production. >> it may be the most recognizable brand on the planet -- coca-cola. >> the heritage of this company is equal to none. there is nothing as global as coca-cola in the world. >> a $67-billion empire... sold in 206 countries... enjoyed in every house... and we mean every house. found in the most remote corners of the globe, melissa lee reports on the brand with a buzz. >> there was a wee bit of cocaine in the original coca-cola. >> and it's more than just coke. >> zico is 100% pure coconut water. >> 500 different brands to

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