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tv   Mad Money  CNBC  November 20, 2015 6:00pm-7:01pm EST

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breakout and has been range bound and we think it breaks out. >> shop there all of the time. i would buy lows. >> tesla. >> like it but i like the tactical put. >> our time has expired. thanks for watching. check out "options action" my mission is simple -- to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere sand i promise to help you find it. "mad money" starts now. hey, i'm jim cramer. welcome to "mad money." welcome to cramerica. others want to make friends, i want to make you money. my job, not just entertain but teach you. call me or tweet me @jimcramer. who have thunk it? a week ago after a terrible tragedy in france sand oh many disappointing of business news who would have thought we'd have a tremendous week. dow gaining 191 points. s&p advancing, nasdaq up.
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this is one surprising week, and in this week the best of 2015, surprises for generally pretty darn positive. but can that trend continue next week? because this market is a week to week affair. we'll find out soon enough with two companies reporting next monday. lately they've been, let's say, more sources of disappointment than a rapture. i'm talking about gamestop and tyson foods. the heavily shorted gamestop delivered a darn good quarter. last week the stock plunged almost in a straight line. concerns from analysts, gaming hardware sales, sub-par. i don't know if it's true. there's so many short sellers gunning for these guys along with their analyst colleagues i think they're overdoing negativity. i like the ceo paul raines and how he's diversified are from being a one-trick pony. i'm looking for reasons to buy, not sell. gamestop will be something i will talk about on my morning show, "squawk on the street" and tell you what i think you should do.
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tyson foods. doing a makeover. becoming more of a full line food company, not just a chicken purveyor. less of a commodity company. the last quarter didn't fit that native and the stock crushed. can this be different? if it does well, remove it from the penalty box where the company belongs for that last quarter. also from one of the most controversial companies in the market now. here's a big phrma company in the cross hairs thought to have paid too much for quest corps. one drug, actvar, the druggal value and its ability to be reimbursed by the big health insurers. in the press for raising prices on drugs beyond what many consider reasonable. if the company quits itself on the call, this stuff could fly. coiled spring! so heavily betted against. call's bad, my prediction is pain! after the close monday results from palo alto members, a member
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of the cyber security group. palo alto best to breed in the hack space. maybe turn around a sector many have written off. fireeyes, gotten peeg zinged, close to a number of big data breaches. this is much less episodic. lately the market has been in a more forgiving mode with companies with lofty valuations. monday, less and tuesday a big day. kicks off, trying to be better. campbell's soup. of late this market embracing all line food companies with good dividends potentially becoming more organic and the stocks are coveted more than the companies politically and culinary correct but far more expensive stocks. and campbell's sold out of and bounced back hard instantly. be ready for similar reaction. the food company the people real
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like is hormel. another strike changer after its aqcquisition of applegate farms. hormel, which supports tuesday morning by far the moat of consistent member of the packaged food group, hence hit an all-time high today. i like the stock. buy it on any monday weakness. next up, market darlings to total dog, the economy improved and walmart woke up from a slumber. results from my 235i6y favoriter street. can the love affair with wall street be rekindled? rallies from 60 to 68, but as high as 84 earlier in the year and lately tgx roaring. did you see those? the breakout quarter for the place i like to buy my candy. the candy aisle in dollar tree, you could eat off it. how about this? reporting tuesday morning, tiffany's letting us down for ages, sig nit, we know is k,
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where kisses begin, zales and jared, where you have to go to jared, monster good. guess what i bet the pattern continues and signa talks about a strong holiday season. those of us engaged for 40 years, we always were dreading that, that, you know, go to jared commercial, because it made us feel like we had to take action. anyway, tech all over the place lately. people remain in love with phang! strong again today. and stocks a buy for katie group with the old line chip companies like intel and texas instruments shining and the newfangled companies, cell phones, avaguo and corvo. the semiconductor company totally redone. intel type and kwav cuervo type, go long into the quarter. after the close tuesday, we've got to begin a new era. hewlett-packard and hp inc. report.
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the newly separated halves of the whole, opaque now. listening to best buy tell a story that wasn't complementally to printers yesterday, i'm not sure how i feel about hpacquisi. i suggest they buy this company. the one capped by meg whitman can paul off a good quarter out of the chute. both stocks cheap. i don't see you getting hurt by either. wednesday's all about agriculture and the king that is john deere. farmers haven't been doing well around the globe, grain prices under serious pressure. avoid deere entirely. we know it's not enough to drive earnings if your customers aren't spending. we've seen caterpillar, two other equipmentmakers fall under short-term pressure. deere could be the same. thursday, turkey day. every year i usually do this -- um, the -- it's not the telestrator? oh, you have to take one hand off. okay.
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this is -- time-honored traditional "mad money." our 2,200th show. the little gobble thing. anyway, this is a big day unless you're like my two vegetarian daughters, because we tafushg f. hope it doesn't fwourn the crisp the way hailty it last time around. black friday, next week the quota and the promotion spin. what people do. wants to know about promotion. raw stores, tgx, costco, home depot and lowe's. unless there's a frozen tundra moment i expect more pain from retailers who did so much to remind us we don't seem to just shop there anymore. although i'll be at the mall tomorrow because that's what i do. bottom line, headed into a shortened week known for its strength. incredible week just passed but we're in the home stretch for 2015 and home stretch often
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triggers more buying than selling. so perhaps we should use any weakness to sneak back into the winners of the last few days. shining from now until 2016. questions, callers, john in new york. john! >> caller: hi, jim. i'd like to know your opinion of under armour compared to foot locker? >> difficult. under armour, kevin plank, the man almost in control. i say almost, because parker runs nike and that guy's something. okay. foot locker more of a retailer. i prefer under armour for long-term growth. going to mike, mike, mike, in arizona. mike! >> caller: hey, jim. my question is about humana health insurance. i understand their stock is up over 3%. is that a buy or hold or sell? >> lay low from humana after what happened this week in the managed care situations in the affordable care act. seems it's the inaffordable care act. [ rim shot ]
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. ricky in pennsylvania. >> caller: thank you so much for taking my call. >> of course. go eagles. >> caller: calling on zoes kitchen. >> i like it. fallen out of favor. a good one, but like others, and i have to tell you, chipotle, i did know know obviously a problem. i think the e. coli problem, have to get it under control. i don't know how. they need to. i don't need to tell them. they're good guys. marcus from big mo. missouri. marcus? >> caller: hey, cramer. i'm a new investor. i never really invested anywhere before. i know computers aren't going anywhere. i'd like to nope -- what about for new investors. >> first $10,000 always index fund. don't mess with that. and turning microsoft around. euro cloud product good. listened to them talking how
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strongly microsoft. a fabulous buy. microsoft, and foreign stocks we really like, it's for me. mighty. how i describe next week. remember, in the home stretch. weakness get in on the year-end winners. poring through the best beverage companies you can find on wall street. should you double down on some of your drinks? listen, forget mo, the heck with sheff eastern larry. revealing the three real stooges in operation right now in this market. plus -- what a difference a week makes. i'm telling you how the market changed in seven short days and which stocks are playing the sweetest music. so why don't you stick with cramer! >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question, tweet cramer. #madtweets. send jim an e-mail to madmoney@c
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nbc.com or give us a call. missed something? head to madmoney.cnbc.com. don't let it conquer you. with the capability and adaptability of lexus all-weather drive. this is the pursuit of perfection.
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after today's very positive session, let me remind you as soon as the federal reserve starts tightens next month, hard to see them doing anything else, not as easy to come out and do the show. don't fool yourself. we're already witnessing a host of downturns. biotech, ugly retail, you name it. some sectors are having a hard time, even as the bulls trampled the bears in this good week. and outperforms fed talk or not, and it can continue to dominate the market even after the fed takes its action. i'm talking about stocks. that's right. even if consumers aren't spending money at the mall anymore, sure aren't, and drug companies may never be able to gouge, excuse me, raise prices again, even if we get hit with an economic smackdown, people will keep drinking.
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in fact, this beverage bull market doesn't seem discriminating. everything potable is working now. soda, energy drinks, beer. if it's potable, it's good. that's why tonight i want to talk wb the unheralded bull market in the beverage space to highlight the biggest winners in the group that can continue to roar higher. start with soda and energy drinks and then after the break we can graduate to alcohol. i thought about mixing energy drinks with liquor, but after a certain age, you're looking a little silly trying to have that red bull and vodka. better at this age to have a mocktini. look at the soda and energy drink names two particular stocks jump out for putting stellar performance during a year. incredibly fugual for most sustained rallies. i'm referring to dr. pepper, snapple and monster beverage, up 23%, and 36% respectively for
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2015. in the soda space, coca-cola and lee lentless pepsico have charged ever higher, particularly the latter. dr. pepper snapple rocketed upwards. this company, which is the maker of 7-up, a & w root beer, sunkist, yoo-hoo, hawaii punch, who doesn't want one of those and dr. pepper and snapple consistently beaten wall street's estimates for, top and bottom, sales, too, quarter after quarter after quarter. and raising guidance, exactly what we saw when the company last reported two weeks ago. not just this company is good at executing expectations, dr. pepper is positioned for this particular moment. for example, its competitors, nearly 90% of its sales from the good, old u.s.! which means this company doesn't need to worry about the super freakin' strong dollar to its overseas business. coca-cola and pepsico are truly global companies and get half of
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their sales from the u.s. profits translated into fewer dollars. i expect the problem to get worse when the fed raises interest rates making the green barq stronger. and dr. pepper declining commodity costs, cheap royal, goes into making plastic bottles, fueling trucks th s ts deliver the merchandise. it's unfortunately but probably more oil in an a & w cream soda bottle than a & w cream soda and doctor pepper improving efficiency. fastest turnaround in the soda business and direct distribution to store market in america making it difficult for nation competitors to take market share from them and dr. pepper snapple incredibly shareholder friendly. i love the ceo. management committed to returning free cash flow to shareholders even at the stock owned yields 2.175%. a high quality problem. that low because railing
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steadying. the buy back is incredible. daily purchased 668 million dollars worth of stock. hey, equivalent to more than 3% of the mact cap. talking about a single quarter? put it all together and even though dr. pepper snapple is a point away from all-time highs the stock is still worth owning, 21 times next year's earnings estimates in line with coke and pepsi. beverage stocks works when the fed puts on the brakes. and not weighed down by the rest of the world at least currencies. now, how about -- monster bev ram! mnst. the number two energy drinkmaker -- a relentless march higher after the company had a spectacular quarter. sales up more than 13% one day. regular viewers know i've been a big fan of monster a long time.
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the energy drink market is a duopoly. 4/5 of the industry and red dog top dog for ages, monster is catching up in recent years to the point monster is the number one energy drinkmaker by volume if not sales. a big catch-up. what took them to the next level, partnered in coca-cola last year. 16.7% stake in the company. lots of money there to buy back stock and incredibly important worldwide bottling distribution network. this deal closed five months ago and paying off big time, we saw what monster reported and blew away wall street's estimates. a lot of guys short. guess what? gaffed! 2012, that's right. monster has accelerating growth rate allowing market share particularly overseas. by the way, salesforce.com to
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integrate that. this company gets roughly 80% of sales from the u.s., but international businesses in fuego, and a currency basis, latest quarter. more money left over from gasoline, you pick up some monster and still in the process of being rollaled out. not to mention monster hasn't begun to tap the gigantic chinese market yet. talk about a catalyst! this stock trades at 30 times -- sales expensive. far from cheap, consider monsters growth rate, i'm a believer in this company and recommend you buy some before a sell justify and some during. the bottom line, dr. pepper snapple and monster beverage have been roaring, and i think these are exactly the kinds of stocks big institutional money managers will fall in love with when the fed starts to tighten. so be ready to pounce on the weakness, but remember, dr. pepper, monster beverage and
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tequila. just don't mix. unless, of course, i'm behind the bar. much more "mad money" ahead. i've covered the mixtures, now time to crack open the liquor cabinet. this market may be driving you to drink. the stocks are doing a better job taking the edge off, so to speak, and three stocks to certainly become the stooges. moe, larry, sheff, and the markets put the bears back in their cages this week. i'm revealing how and i suggest you stick with cramer. >> announcer:? >> little's garage, all new, wednesday's at 10:00 on cnbc.
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this is more than just a town. this is our home. and small business saturday... is more than just a day. it's our day... to shop small at the places we love... with the people we love. for stuff we can't get anywhere else. and food that tastes like home. because the money we spend here... can help keep our town growing. on small business saturday, let's all shop small.
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for the neighborhood, the town, the home we love. on november 28th, shop small.
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on a good day like today i want you to think what will happen eventually when the federal reserve slams on the brakes and the economy slows down, possibly sending many stocks into a tailspin. that occurs, you want to own safe, high-quality companies that don't need a strong economy to beat the numbers. companies like the beverage place. i just gave you the rundown on the best performing soda and energy drink stock, dr. peppers monster. the same applies to the beer business. in fact, beer might be even better, because it's got one big positive going towards it the other beverage categories don't. i'm not even talking about alcohol. i mean the consolidation in the industry, and acquiring miller
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in the gigantic deal. whenever you get a merger this big its common to sell at bargain basement prices to appease the regulators. tending to give fabulous performance's that explains some of the strength in the beer industry's two biggest winners. consolations brands, and lately, molson coors. start with stz up 39% year to date. which is both the number three beer brewer in the united states, as well as being the world's leading premium wine company. you might recognize consolati consolations, other companies, names, three biggest sellers, as well as some of the harder stuff like -- robert mondavi wine and the recently acquired casanova, or casa noble they call it when they don't know anything. the best tequila other than the other ones and my small plate
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mexican restaurant in brooklyn has it right in the middle when you walk in. a well-run company, acquisitions and helping expand margins. best example in 2012 when's one company sold off to pass muster with regulators in the country and constellations snapped that up, helped the growth ever since. look at the chart. like this, then -- most recently the constellations getting into the craft brewery space with a purchase of a ballast point for billion dollars, i've never even had ballast. you guys had a ballast? all right. they have. and on fire in this country and ballast point in particular growing like a weed. with sales expected to double, double, in 2015, versus last year. that's just one acquisition among many. constellation is a big deal, the company rolled out their own venture capital arm to identify
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in fast growing new categories in the spirits industry. rumchoda? constellation is not just a serial akwaier. a well-managed company knowing how to double down and push its most lucrative brands. something they've been doing in the wine business with powerful efforts. and as we saw from constellations later phenomenal quarter last month, these efforts are really paying off. in fact, there's so much demand for constellation's products, particularly its beers, that the company is dramatically expanding their brewery capacity to keep up with the consumer demand. a huge issue on the call. buy all the bottles and cans cans. look, cans! shooting the can -- no. anyway, but constellations, its stock making another new high today. still only trading as 23 times. darn cheap.
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consider the merger with s.a.b. miller putting assets up for sale at bargain basement prices and able to snap something up like years ago. if you really want to win from a.b.'s gigantic takeover of miller beyond the stock itself with the aptly ticked bud, look no further than molson coors brewing. the equally tickered tap. the number two brewer -- in the u.s. and canada, with a stock up 24% year to date. in addition to molson and coors, these guys make blue moon, i thought until tonight was something made by four guys in a bathtub. keystone, i knew better than to think about four guys in a bathtub. irish red. i thought it was irish! i knew it was red. and then the numbers best with brands like beranek, caffreys irish ale among others. now, i've repeatedly said molson
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coors is the biggest from the merger ever since the deal in september, because tap has a joint venture with miller. millercoors, in e own 40% of. if anyone asset was going to have to be die vefrted for bud's acquisition of s.a.b. miller i figured s.a.b. miller 58% stake in millercoors. sure enough, last week we got the big news we looking for. molson coors reached agreement to acquire s.a.b. miller's 58% stake in millercoors for $12 billion in cash. the portfolio throughout the u.s. and retain -- retain the rights to the millercoors brandsith the u.s. how important is this? consider the venture was the second larger in the u.s. now the tap is buying out miller. they're going to own 100% of coors light and miller lite. second and fourth biggest brands in the country.
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worth noting miller is in the craft space, too, and that also belongs to tap now. my favorite kind of acquisition. it's basically for sale. they had no choice but to sell their stake in millercoors or the gigantic merger would have been blocked by antitrust regulators. why rather than demand a premium for the 58% piece of millercoors they sold it to tap at a prit in-line with the rest of the industry. molson coors has full strategic control over its biggest are and best brands in the biggest market, the u.s., along with overseas. consider the numbers here. molson coors expects this to boost its cash earnings per share by more than 25% in the first full year of operations. they say it will bring in $4.7 billion in incremental revenue and more than $1 billion in additional earnings before interest, taxes, depreciation and amortization. at a minimum, planning $200 million in annualized cost
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synergies. such a home run. so the stock's been roaring higher since we got wind the deal might be in the works, rallying up to $92 as of today. how do you play it? listen, recommending it a long time. tap planning to did a big equity to pay for it. when that secondary comes, get a piece of it and buy at a discount. bottom line, next time we get a big market wide sell-off, remember beer stocks work in a rising interest rates environment. within that group, constellation brands and molson coors will continue to be fabulous, fabulous winners. let's talk to chris in texas. >> caller: from texas. >> i couldn't agree more. i have to say, there was a rant by the dallas cowboys announcer that you have to download. unbelievable. that's all i'll say about it. go ahead. >> caller: okay. my question relates to haynes celestial, declined by one-third
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over the last three months. what has happenhappened? and is it time to double down and buy in again? >> simon was critical of himself and talked about issues that the company has. and that made me think, penalty box until the company comes out and truly does say, we've softed o solved our problems. do you feel you need a cold one like i do right now? get constellations brands in molson coors. they continue to win. so much "mad money" ahead, it's scary. the commodity market crushed, stocks that are dumb and dumber and even dumber. then in the last week of november, what a week it was, i'm going through the ups and downs. a little clip that you're going to laugh about. stick with cramer. come on in pop pop.
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happy birthday. i just had a heart attack... and now i have a choice. for her. for them. and him. a choice to take brilinta. a prescription for people who've been hospitalized for a heart attack. i take brilinta with a baby aspirin ...no more than 100 mg. as it affects how well it works. it's such an important thing to do to help protect against another heart attack.
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brilinta worked better than plavix. and even reduced the chances of dying from another one. don't stop taking brilinta without talking to doctor. since stopping it too soon increases your risk of clots in your stent, heart attack, stroke, and even death. brilinta may cause bruising or bleeding more easily or serious, sometimes fatal bleeding. don't take brilinta if you have bleeding, like stomach ulcers. a history of bleeding in the brain, or severe liver problems. tell your doctor about bleeding, new or unexpected shortness of breath, any planned surgery and all medicines you take. i will take brilinta today. tomorrow. and every day for as long as my doctor tells me. don't miss a day of brilinta. one of these days i'll tell you, you'll know where -- ooh! >> i'm sorry, moe. it was a loose board. >> a loose board? i don't see any loose boards. >> here! >> ooh!
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>> oh, forgive me. here. hit me with that, we'll all be even. >> no, i couldn't hit you with that. but i can with this! >> oh! >> hey, anyway, everybody knows that when you find yourself stuck at the bottom of a deep hole you need to stop digging, yet some companies can't seem to grasp this simple idea when things are bad, rule number one, not 20 make anything worse. how i feel about the three giant minerals and mining outfits that happen to be the world's largest supplier of iron orr. a commodity in free fall and trading off its ten year lows. talking about the three stooges of the iron business. a/k/a larry, and a/k/a moe and worse than curly, the dreaded shemp. just like shemp, valet, hapless to the core. over the last two years these stocks brutally punished. down 32% or more.
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a big portion spent, okay, not their fault. the whole commodity space collapsed courtesy from huge customers like brazil, russia and especially china. and nothing they could have performed well with during this particular period. you know what? these companies could have done less badly. why? while the price of the commodities they produce have been in obvious free fall. there are still plenty of things that these stooges could have done to soften the blow and contain the damage and help you as a shareholder. most importantly, they could have cut production. it doesn't take a rocket scientist to figure out when the market's cluttered with iron, mine less of the stuff. but that is not what bhp ryo tinto or valet did. they failed to recognize, even though everybody and his brother knew it, severity of the problems, produced metals and created a destruction scenario. if nobody blinks everyone will be in serious trouble. in short, the larry, moe and shemp of the natural resources
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businesses found themselves at the bottom of a deep hole and decided to keep digging. allow me to explain. we knew the commodities companies were getting killed. iron orr issue for wages and copper and coal declined last year. given they've been around a long time and navigated. a downturn, you think they would know what to do in this situation. did they cut production to reflect the new reality of lower prices and rationalize? nope. in cases they did the option. increased production despite an already glutted market. when it comes to iron ore, hardest hit, increases production over the last three quarters. consider after the price of iron was cut in half in 2014, bhp raised rts iron ore production by 20% in the first calendar quarter of 2015 and continued to
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boost it up 7%. what are these bozos thinking? i mean that in the most respectful way. bhp held after increasing coal, only copper, bhp has done the smartest thing and cut production. down 3% in the latest quarter and 7% in the prior one. the crazy thing, it's not one company being stupid. it's all three acting like total stooges, even ryo tinto, somewhat responsible when it comes to cut back on production of copper down 24% in the late effort quarter nevertheless continued insanely production of iron ore all year including up 12% this past year. i don't know what to say. clearly they know prices are collapsing's when they collapse you cut back on the supply of a given commodity because they're doing it with copper, but they must think iron other is different. though i can't understand why. moe knew more than that. i saw the episode. valet takes the case with truly
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shemp-like idiocy. a benchmark of idiocy. the price of copper has gone into free fall. what do they do? boost production by 21% in the first quarter, 30% in the second and back by 5% in the third quarter. and that way producing more up 15% in the first quarter, 19 in the second, 14% in the third. you have to wonder what world of these people living in? did somebody slip something in the water in valet headquarters? have the board of directors been leading lead chips? no wonder they're a worse performer than the three stooges. i'll tell you something, curly -- kurmy -- would be a step up at chairman of board and some of the most egregious examples. these behaviors ruin us. declined by 21% last quarter and net income strength by a whopping 86%. the first half of the year ryo tinto presented 82 decline in income. valet, first few months of 2015, strength by more than 30% and
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underherb lining earnings, discontinued operations, restructuring charges nevertheless swrung to a $666 million were loss, bad luck, down from what was gained same period the year before. all companies pay sizable dividends. i think they're in danger. bhp, my yield of 4.2%. management's refused to cut the dividend paying in dividends for every $1 of earnings. unstainable, when you consider $31 billion in debt on the balance sheet. ryo increased by 12% when last reported bringing its yield up to 6% but paying s 46 cents of every $1 brought in. underlying earnings number, ryo the safest of the bunch, i'm not comfortable with it. valet cut their dividend twice and given the level where it's trading sports a 5%-plus yield.
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given that valet is losing money and has 28.7 billion in debt, starting to look dangerous i bet the dividend goes lower though they like to say it's safer than ever when they talk. making it worse, a disaster the couple weeks ago, terrible thing. joint venture between vale and bhp, miners died, some missing. awful. these companies can't catch a break. bottom line, when times are tough, some companies try to do whatever they can to survive and even thrive, but some behave like morons. that's the case with bht, treo tinto ap vale. the three stooges with all the zaniest of the originals but not of the yuks, at least not for the shareholders. " ""mad money" is back after the break.
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it is time. it's time for the "lightning round"! "lightning round," are you ready? "lightning round" question. start with jim in illinois. jim!
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>> caller: buy, tell or hold. >> pg goopg. mark in vermont. mark xl. >> caller: boo-yah from burlington, vermont. >> on your way, partner. what are you thinking? >> caller: jim, tell me, what do you think about this match group ipo? >> i like it. priced to move it. it's a good idea. let's go to francis in new york. france? >> caller: thank you, jim. i've owned siri nearly two years. is it time to sell? >> no. hold on to siri. going to cars actually. go to dave. >> caller: thanks, jim. boo-yah. >> boo-yah, dave! >> caller: i've got applied material at 16. kind of hanging around. >> no. it's good. turn the corner, but i like it. let's go to -- bill in delaware. bill? >> caller: thank you for taking my call, jim. i'm interested in sparks,
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therapeutics. >> checking it. biotechs bible looking at. i got to come back on this. one i looked at before. got to find out and freshen things up. tyler in new jersey. tiyle tyler? >> caller: cramer, amplified snack brands. >> no. going mong ga liz if i want snacks. tom? >> caller: boo-yah! >> talking about been in business for a photo century. >> i think they're undervalued here, because people have written off american industry. that's a mistake. charles in colorado. charles? >> caller: hey, a big boo-yah from the ski lanes in colorado. >> i like it. what's your question. >> caller: digimark a water marking process. >> interesting. don't have enough to go on it.
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i like that packages space. go to john in new york. john? >> caller: hey, jim. thanks for taking my call. wonderful staff. i put together, i have a portfolio of stock and one i just can't put my finger on. a company, raised dividends. should i buy, hold for long term johnson control? >> i think it's too cheap. not getting satisfaction bullets but i like the stock. >> and that's the conclusion of the "lightning round"! >> announcer: the "lightning round" is sponsored by -- >> caller: i watch both of your shows. >> spending serious time with claimer. i'm going to tell the wife. she'll be jealous. don't worry. she doesn't watch any of my -- she doesn't know i have a show. she likes to watch dog videos.
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[ barking ] >> just like to quote a line from the great movie "jerry maguire." jim, you're my ambassador of kwan. >> really? >> caller: yes. >> i'm going to tell the wife that. she doesn't think i'm kwan-like at all. >> hi, jim. watched from your very first show. a long time. >> from the howdy doody show when i was in the audience? i was in the facebook context before they went to bed, which was soothing. >> a moon thing. what was that? that -- no. good night mark. >> tell me when.
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gopro, the stock, something that makes fitbit better than gopro. the stock rebounds and not just, this thing doesn't happen on that. the hump day edition of the "lightning round." stay with -- cramer. see ya tomorrow! >> there was music underneath. we have to do it again? ♪ here at the td ameritrade trader group, they work all the time. sup jj? working hard? 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 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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and then santa's workers zapped it right to our house. and that's how they got it here. cool. the magic of the season is here at the lexus december to remember sales event. this is the pursuit of perfection.
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one week ago, one short week ago, the market looked like it was finally ready for the big rollover. winners have been narrowed down to a handful of names including phang! my ak crow name for facebook, and google, and al if a bette and strong stocks signaled that the bull was on its last, tired legs. [ groaning ] >> terrible back-to-back numbers from macy's and nordstrom's crushed the retail sector. adisappointing outlook from cisco mutt a damper on all things tech. crushing valuations of the drug stocks. the consumer packaged goods companies were roller over. fed hike seemed inevitable. the oil stocks were in free fall as the price of crude plummeted
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back towards $40 and zinged esa strong dollar. with only general electric showing a pulse, worse as the market closed last friday we learned of horrific terrorist action unfolding in paris. a week lightater, one of the mo amazing transformations i've seen at looking at the market in all my years. when it catches its breath it's a sign of limited love leading to lower levels's not this time. this week we saw a dramatic broadening of the stocks that went hard. think about the positives. when home depot and lowe's reported terrific numbers we found out the consumer was indeed spending. just not at the mall. both companies told a strong story of housing demand. entire cohort, sent it skyward. going lower but oil stocks hung in there. instead of general electric the only rally, a diverse set of names from emerson, honeywell, 3m. health care rather than rolling
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over was reborn with both old pharma and biotech on the mend. didn't hurt pfizer was trying to tie a knot and a valiant bottom that shot up and companies like biogen and eli lilly barely bruised bounced back with a lack krity and because of warm weather jumped on a monster buyback dividend boost and split by nike. transports, well, they suddenly were energized by the take overoutreach by the rail company. meanwhile, the packaged goods distributor famously balked at a bid from air products five years ago got an offer from its french offer, too juicy to pass up. $143 per share, more than double, okay, the size of the earlier thwarted hostile offer from air products, and even the increased offer. even the consumer products companies with their 3% yields performed well. once we heard from the most hawkish presidents who said one
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hike and weight has been the mantra meaning the fed isn't going to raise interest rates on autopilot. even december seems like liftoff and, oh, phang warded higher anyway, with reports from none other than than apple, two big firms pronounced in for the duration based and channel checks with suppliers and historically more wrong than right. more justification for my position to just own apple don't trade it. google, netflix getting up there. yes, a remarkable week. came in narrow and limping. and went out wide and strong. the market energized by everything from mergers to earnings to the fed crushed the bears just when it seemed they finally had broken free and were ready to roll anything that moved, or to put it another way -- long live the vol. stick with cramer.
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an optometrist in golden colorado. a leader of the shop local movement. she and the town have plans for small business saturday including a 5k race and parade. for more, watch "your business," sunday mornings s at 7:30. st a. st a. this is our home. and small business saturday... is more than just a day. it's our day... to shop small at the places we love... with the people we love. for stuff we can't get anywhere else. and food that tastes like home.
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because the money we spend here... can help keep our town growing. on small business saturday, let's all shop small. for the neighborhood, the town, the home we love. on november 28th, shop small.
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you know, the hoopla about the widening market, let's not lose the fact that facebook continues to be great, amazon is going to be an amazon holiday season. netflix, did you see the breakout there and that's about expanding into europe and google, yes, al if a bette, all timed high today. these stocks are still good. some people question whether the netflix end should be made into the nike end? and find it just for you on "mad money." i'm jim cramer and i'll see you monday!
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>> narrator: in this episode of "american greed"... there's no place like home and no investor in homes like geoffrey goldman. a man of confidence and bold ambition, goldman says he has an innovative new way to save desperate homeowners facing foreclosure. >> nobody was better than him, and he was going to rule the real-estate world. >> narrator: but this white knight is actually a brazen bandit. >> thwas my home. it's not my home anymore. they took it from me. >> narrator: and later... young upstart aaron vallett wants to see his name in lights in nashville, tennessee. >> he saw himself being the next edward jones. >> narrator: he takes $5.5 million into his investment funds, but his clients don't see the dark soul behind this shining facade. >> unfortunately, the best crks

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