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tv   Mad Money  CNBC  April 29, 2016 6:00pm-7:01pm EDT

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thank you very much. i'm simon hobbs. go to our website options action cnbc.com. and the daily segment inside "fast money" every day at 5:40. see you next friday. 5:30 eastern. i'm here to level the playing field for all investors. tlbs always a bull market somewhere and i promise to help you find it. >> i'm jim cramer. my job is not just to entertain you but to teach you. so call me. or tweet me @jim cramer. we got through the week.
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now we are beginning to see some themes of think amazon and facebook. higher commodity prices. chiefly oil and gas and a weaker dollar. in the end though, after a day like today with the dow lost 57 points, s&p 500 plunged. it is all about profit taking and earnings. just say exhaustion rather than anything important. i know i'm making it sound like the market has a mind of its own with mood disorder, sleep deprivation. of course, the market is not a person but it has a personification in the case of large portfolio managers who get worried and then take action. sell, sell, sell. driven more by emotion, rigor or even facts.
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we start with warren buffett's love fest. the birk shire hathaway. buffett is not emotion and he has rigor in spades. like many of you, swh are trying to find inexpensive stocks of well run couldnlonies. so he is a welcome joy versus people who come on air and blast away and call tops all the time or seek to make their negativity. i like warren aplenty. i will be glued to every word on squawk box. here's something to keep in mind. the street did a study on after the annual meeting. that's a remarkable cause and effect. however historically it loses almost all the gain by tend of the week. the bounce doesn't last so keep
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that in mind when he makes feel downright sanguine about the stock market. when he speaks for a full three hours on "squawk box." we've been hearing some good things about the oils lately, you know they've been cloudy. i've been saying it should trade toward 50 because of the decline and supply, coupled with an increase in demand. the u.s. and china are using more oil and less of the stuff. the big surprise to me is how come the major integrated oils haven't yet snapped up any of the independents in the downturn? it is apc. after hearing from them today, it is called the down stream. and chevron, not as good but still good. just has more coming through. i want to know what one of the best of the independents has to say? maybe it will give us some
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inkling into why these companies haven't been picked off as oil climbed out of its $26 rut. really that this one wasn't bought. something is going crazy. we know that the sleeping giant has awoken thanks to the ceo. the value meals are taking shares from every one. same goes for the all-day breakfast. i want twloong the original value purveyor denny's has to say? it was like my second home. i wish it had a shower to go i know what the sink that i cleaned myself in. tmi. be to be confused with tmo. tuesday we get a couple contrasting companies reporting
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in the morning. col color dlox. and for patterns, do i that with these two. i'm surprise in the earnings season the consistent guys like chlorox, they give you less than amazing numbers. cramer fave kimberly clark did. the stocks of the big manufacturers, they've done the opposite. they can report any old number. because of a weaker dollar and some cost cuts, they pretty much all prosper. so you watch these two to learn the market's mood. if chlorox gets hit to the point it is cheap on the did i have denied, i find it intriguing. it has run so much of late that the big engine company that it is not really, it doesn't suit me at this point. but listening to the conference call. i'm sure they're going to cut costs and say things are getting better in china.
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an overall great industrial that has moved up too. for me. we just heard great things from amazon how many powerful a force is amazon in retail? is it so wide range that everybody is getting hit? let's ask larry merlot that question. right now they're banging out all the retails. after the fabulous conference call stxt threat for real? does it touch everything? let's find out when we hear from cvs. this is the most challenged of the major oil companies. and we need to hear the forecast. it might not be pretty. after the close we hear from whole foods. there's been speck place they will go private or not. the immense action in the coal market. i don't care about that. i want to focus on the new format. these little smaller stores and what it means for shopping for millennials. if these smaller format stores are good, the stock a steal.
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if they aren't, maybe the down side is not that huge. whole foods is buying back so much stock that it amounts to a very good safety net. maybe it can reignite with a new small format. today we saw a, the stocks have a bunch of companies bounce back from weekly quarters that they reported in previously. for instance, amazon, more on that later. two quarters ago wasn't that good. same with expedia and linked in. if any company will bounce back from a walker number next week, it will be activision blizzard. it reports on thursday. i think bobby is a fantastic business person. and it is not like more than one quarter. the last one was not great. i want to bet with him. not against him. we begin to hear about the real singlery of team digital. i'm looking for a terrific forecast top of a revenue and earnings beat.
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look out. we could get a good number and that means we are chattering about it in june. after a long time, you know what? i finally figured out how to play this guessing game in 2016. you go buy the banks. we may be on the verge some of rate hikes. why not go with something like jpmorgan? you're now in a house end cycle for these behemoths thanks to higher oil and the prospect of higher rates. i like this. i think the home of putting in the wake of this weeks earning's insanity. i had them break down dozens and dozens of things thank your lucky stars that you don't. that said there are themes in the highlight, matched to themes i'm focused on longer term to help you make money.
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brighten up. uncle warren is coming your way with some good news. for the traders among you, lighten up. stephen in california. >> i'm good. how are you? >> so my question is, back in january, a rumor started that cabbello's was going to be bought out by bass pro shots. there was a report saying that bass is teaming one goldman sachs forbade to buy the stock. do we want to get it now or wait to see if there is an actual deal on the table? >> i have recommended stocks on the base of the takeover. this stock has a lot of takeover. if it doesn't have a good quarter, then what will happen. you're going to end one a stock up on takeover so let's wait on this one.
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mark in virginia. mark? >> jim, thanks for taking my call. fantastic show. considering the increasing use of health care, i'm looking at health care. particularly btr. a history of respectable growth. over 25%. nearly 5% for the last quarter. some analysts have downgraded it. what do you think? >> okay, thank you for, you're obviously very informed about the situation. i thought it was a terrific conference call. i thought she was the most bullish i've heard in a long time. i think they don't understand the greatness of her model and i think you should own, buy. jack in california.
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jack? >> caller: hi. thanks for taking my call. i have a bunch of ford stock. i'm wondering why it isn't doing any better than it is? >> i was going over. this i thought that mark fields put up a terrific number yesterday. i like everything about it. i like the cash flow. the comeback in europe. i like that asia was good. and then merrill lynch comes out and down grades it. i thought that was not in keeping with what i think is the beginning of a huge turn in ford motor. i want to buy mike fields. it all begins with buffett next week. while you might boost morale, don't count on it. "mad money" tonight. the summer blockbuster had theater is coming. so how do you benefit? i have a different way to plan. then do amazon stellar
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learnings? and from winner boots to down jackets, columbia sports wear can help protect you from the elements. after the warmest winter on weather, is the stock feeling the chill? stick with cramer! don't miss a second of "mad money." follow at jim cramer. have a question? the send jim an e-mail. or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.
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what do we do with the real estate trust? higher interest rates make the juicy dividends attractive. single then it has become clear that the fed is being slow and deliberate about any additional tightening, the group has bounced back with a vengeance.
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properties like mega plex movie theaters, golf complexes, ski parks, water parks and charter schools. recently began to dim their toe into the casino, space. now it has rallied 16%. it is new projects. not to mention a bountiful 5.9% yield. the company just reported yet another excellent quarter with the operations, the read equivalent of ratings. higher than expected revenues. at the moment the stock is a couple points off. although it didn't do much. so let's check in with the president of epr properties. hear more about the quarter. welcome back to "mad money." >> thanks. glad to be here. >> since we spoke last, we didn't have any clarity about the casino properties. and i think it is such a kicker. we're getting far along.
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tell people what would it mean to epr properties. >> well, for us it is truly a very successful story here recently. the property that we owned up in upstate new york received a gaming license. empire resorts through its operating company. it has now received the gaming license. they've started construction. what it means is a $600 million casino facility built upon our ground. they've raised all of their equity within the last quarter. approximately $300 million. they're under construction right now. and it is vex a positive outcome for us. >> and what time frame should we look at? this is obviously a multiyear proposition. >> yeah. it is generally about a 24-month build cycle. along with that, it is a whole development. we've got a water park hotel going on. there is an entertainment retail area. so it is really a full service kind of entertainment and
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leisure resort anchored by the gaming facility. >> i'm trying to figure out. i think when people see acquisitions. we had adam aaron on our air. when you see a change, and in your world, what does it mean for you to have ability more runway? >> for us, it is always positive in the sense, as we see the opportunities, whether by divestitures or they want to have the theaters, we're very excited about what that means. it means more opportunities for us. which allows us to deploy capital. raise the did i have denied. as we've done before and continue the growth pat person we've been on. >> have any of the cinemas done the cool things that i want to you explain to people? >> yeah. they've not really invested in it. amc has been a leader in the category. they've led the way. i think that is one of the opportunities that amc sees with
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the transaction. to deploy additional capital and raise the high amenity theaters. we're talking about luxury seating, fully reclining, enhanced food and beverage. it has changed the value equation. it has driven the results year to date. so this kind of revolution that is going on in the theater business is actually allowing us to reinvest, i know what the operators, generate great returns for our shareholders. and feed a i'm that line that we think can stretch into the future. >> trying to figure out some of the things about why your stock has been so much better than the others. one of the things i've been thinking about, we've talked about what millennials do. they're not as materialistic. they don't go to the mall them tend not to buy a lot of clothes. they want spear yengs opportunities. >> thank you.
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it is like you're a part of my earnings call yesterday. because we said with the growing recognition of the experience economy, especially the millennials, we started our call with saying welcome to the party. if you look at our portfolio, be it entertainment, recreation, education. we partner with some of the greatest providers of experiences in noum. these are the times of experience that's millennials desire. they build memories. it is what there new segment of demographic shift is looking for and we're at the front edge and only see that growing and being more valued by investors as we move forward. >> i think that is a great point. you are at the forefront. they tend to be concentrated with a couple retailers. to me that's far higher risk than what you're doing. >> we look at i similarly. the economy of stuff, as we talk about, is really moving to the economy of experience.
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we've been very successful with it. we're seeing the trends grow. remember what i said. our operators are not sitting back on their laurels. they continue to change and it reinvent themselves with some regularity so the experience changes. if you're in the movies, it changes every week with content. so this is something we're not simply dependent on. a retail category that comes in and out of favor but we have constant content renewal. we think it makes our portfolio very unique and valuable. >> i know there's been concern. we have the warmest winter in ages. you didn't skip a beat, right? >> we didn't. we talked about it in the call yesterday. all of our ski operators have fully funded the reserves. meaning we have our rent until next december, into an escrow account. we're fully funded. we talked about, we planned for
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this seasonally. we understand how to underwrite it. it won't impact us. >> still one more good quarter. you keep making money for our viewers. great to talk to you, what they do, you have excitement at. i want a company that goes higher that is unexciting. and i think it fits both. coming up, wet, wild, frozen and fashionable? the columbia sports wear is tested tough. but after a strong start in 2016 the stock is getting challenged on wall street. with the stalwart of the sports aisle weather the decline? don't miss cramer's exclusive.
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that's what the market is saying. i know it is possible the key of my retail is cutting into everyone else's business. i'm addicted to it. even used it for things like, i used to buy it at the drugstore. why not? why lug bulky tissue and paper towels, bags, you know the big things from the store, even if it is just across the street when amazon will deliver it to my house same day? i shudder when i heard them talk about how little penetration they still have versus what they plan on having in a very short period of time. here's the thing. the idea that am amazon can assassinate every reterrell, that's a little overdone. maybe simply untrue. sure, it is a vicious competitor. people will still go to the store. they are still going to try things on. they're still going to stop on the way home from work. this has been under pressure for
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a variety of reasons. we know from the aggregate numbers personal income is up 17% while spending is up just half. that we know the consumer has been trading down. we expected the consumer would be trading up and spending more money in general. because hiring so robust. la but millennials have showed a real an hornls toward spending on. they. they like experiential spending. they'll pay for their cell phone. they'll use uber but they are not traditional shoppers. those cell felonies to are their own personal malls. it is where they do their shopping. that eliminates the impulse buying when you go to the store itself and that's where the real profit margin is. amazon is a legitimate disruptor. kit make so much money that kit spend more on same day delivery or buttons placed on dish washers and washing machines
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that will go to amazon so you can buy more cascade or tide when you're running low. i love that stuff. in fact, amazon upset the apple cart everywhere. with better sales in the hard aware. there is a swipe. and making netflix feel bad. i don't know. plus we're well aware of how disruptive the entire internet food chain can be. last night linked in, the online career bulletin board showed how the web is taking share from so many businesses this was the quarter that it really happened. link in the's issues from the previous quarter, the one that sent it from 194 to 100 in a matter of days solved. jeff told us this morning, execution is better. i don't expect the success of those outfits to go away any more than i expect facebook or google might disappear. nevertheless i see the overreaction right now. all retailers are getting
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clipped. i'm not going out on a limb today and till time to buy retail. too soon. you don't get a walmart down a couple bucks on a sleepy friday without more selling to come next week. so what i say is give this movement a couple of days and we'll remember that retail is not being totally demolished by amazon. some retail is okay. pounce on the shares when they get so oversold that it is too tempting to ignore. that's not the case yet. not after amazon shocked us last night. but brick and mortar is not going away. it is. those who department will buy the shares. those who don't adapt are done. >> caller: i have a question about idti. with the earnings report coming out and all the talk coming to the market. >> they're in the penalty box with me. they have had such an amazing
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couple of quarters. and we are all excited about it. they're doing the big buyback. the last quarter was a real bomb. and i think when you're in the penalty box, we have to see the next quarter. we can't predict it will be fine. linked in came back, you're tempted. am zonl one week. but not with them. bob in new jersey. >> caller: from new haven. boo-ya. >> what's up? >> caller: nokia. the internet of things. closeett time or just untable? >> i'm not going there. nokia is reinvenling itself. if i want to do an internet of things play, there are so many
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others that are far more in sync with that. and for instance broad com. that would be bear place to be. james in california. james? >> caller: hi, it's jaymes from california. i'm a first time caller because ten-year fan of the show. house of pain with semi conductor. $12.32. i would like to put the money to better use. should i buy, sell or hold? >> you saw t.j. rogers resign. i always associated him with being cypress. we want him to come on and talk about what happened. i'm not willing to give it up. i said cypress and fit bit are two longer term. i think i'm going to be right. but they had that big move up. what i shouldn't have done is say sell, sell, sell. come back on the show and explain what happened. i know you're moving. on but you're also staying to some degree. right now you're witnessing a retail overreaction. don't jump in just yet.
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there will be better time to buy best of breed companies that won't beat that amazon. the company shares are up over 17%. and they just reported record earnings. then looking for a play that could keep the lights on during the reason bout of volatile trading? online. see if it can pay in a tough market. and thank god it's friday. we have a special edition of the lightning round with the week that was where i always look so terrific. maybe not. stick with cramer.
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sometimes this market can be confusing.
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consider the company behind columbia and other brands. it has a history of strong performance and last night it reported another spectacular quarter. it's huge on, top of a monster revenue beat with all the earnings. the stock today went down $1.59 or 2.64%. the only rational explanation i can final, management's commentary may have been too conservative. they're talking about some bankruptcies. mentioning more cautious orders. i believe the ability regardless. when every other retailer is being crushed by the warm weather, they blew away the number. they did it again today and i bet they continue in the future. let's check in with tim, the ceo of columbia sports waiver. welcome back to "mad money." >> jim, thank you very much for
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inviting me. great to join you as always. >> i want to say that i was regarded as a miraculous quarter. you had a couple of company that you supplied that went bankrupt. and it really didn't matter. you're such an honest guy. you spent a lot of time talking about it in the conference call. >> it is interesting. this is not a disparaging comment but people get fairly myopic. thinking it is a u.s. company. we want all of our customers to do well regardless of geography. we have a big business outside the u.s. and we like our customers to do well. we're not strictly dependent on u.s. customers. >> it is and clear from this conference call that you're far less dependent than many of the company i deal. with be. >> we have a great business that we've been growing. direct to consumer. we consider ourselves to be a supplier of wholesale merchandise to customers that
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have their own stores. and many of our stores frankly that we operate do well. but our customers always generally much better at selling merchandise to retail than we are. we want to make sure we have a proper balance on that channel mix. and of course, the electronic commerce part of our business and our customers' business is really growing and making an impact. >> i talk about some of the new things that you have. and the history of them. we talked last time. the history is interesting. can you tell our viewers what that started at? >> we beat that company out of bankruptcy in 2000. it was strictly a men's utility weather dependent winter boot business. the biggest business was walmart.
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they run the foot wear business realized, there is something going on. we tone know what it is. he has worked diligently with his team to make sure that the brand was much less winterized. much less dependent on weather. frankly today it is much less dependen on men who are not necessarily the best shoppers. it is 70% women's business today. it has been thriving. >> if you had on look at the most, the brands that you have, do you think sorel could be bigger than the columbia name sake? >> i think so for sure. we've been working to make it less weather sensitive and less men, it is still 50% men. they are around 70% women. and women just buy more
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merchandise. the important thing is they have to resonate with them and make products that are important to them. so i can see those brands being bigger than the columbia brands at some point. for the outdoor rock climbing. these are also your. >> your wheel house. >> that's where the roots are. in rock climbing and yoga. >> when i look at what happened in korea, is that something i need to worry about in i didn't quite understand it in the conference call. >> it has been a very profitable business for the last 15 years. but the business, the industry of the outdoor apparel in korea grew in a very rapid pace. and invited lots and lots of brands into that market. some brands be even in the
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outdoor space decide that had they were going to enter and offer outdoor products. it just got overblown. we're right sizing the business. we have the balance sheet. another thing investors occasionally miss. we're going to be there for the long term. the balance sheet good. we have a great manager there running the business. we have to make some adjustments to make sure we're in the right place. we're going to be there the long term and it is a terrific market. pun that will grow again for sure. >> so many good things are happening there. great to sigh. tim boyle, ceo of columbia sports wear. >> this is the growth of the industry right now. i think it was object secured. you x'd them out and you had a warm winter.
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it is time! lightning round! are you ready, skee-daddy!
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we'll start with donna in texas. >> caller: boo-ya, jim. you're in fine form. >> thank you. >> caller: you're welcome. my stock today is pure storage. i know it is just recently had a buy and the $17 target. pste. >> we did a piece about how we liked equis. if you listened to abbott last night, you had an inkling. any way i think it is interesting. i like mine better. let's go to tony. >> caller: boo-ya, jim, from west lake, california. should i hold to to american tower -- >> no. when you see like john come organize you have to own the tower stocks. i've been hanging in.
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come back on the show. roger in maryland. >> caller: hi. always appreciative listener. >> fantastic. thank you for calling. that was not a good quarter. oh, gee. here's what we have to do with this group. stay away from it. we have to stay away. we won't be able to make any money. will in florida. >> caller: thank you for taking my call. general dynamics. raytheon was not as bad as the analyst toos took it down. it is not my favorite. lockheed martin. lmt. i hope to see it this weekend. let's go to lee in california. >> caller: boo-ya! >> right back at you.
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>> i like blackstone. we're getting a better ipo market. i would rather be a buyer. frank in michigan. >> caller: good evening, professor cramer. >> hi. >> caller: i'm wondering about haines. >> they report next week. i think the stock is down so low that it might be okay. but it is in the penalty box. >> with see the how it does before we pull the trigger. and that ladies and gentlemen, is the conclusion of the line round! >> the line round. sponsored by td ameritrade. the. >> tom in ohio? >> caller: listen to you in the morning and the evening. >> can't get enough of me, huh? talk to my wife. she's had it.
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to phil. >> caller: your thoughts on buying harley-davidson? >> i was on one this weekend my friend michael haley who just bought one and it was just great. i am giving you permission to go buy a hog like the one i was on. and i tweeted it. and i looked pretty good. the speakers were great. not the stock. this is about as sexy as a shark can get. this one is -- this morning on "squawk on the street," i said i wanted to run twitter. i know i can swing that. i have a sleeping disorder any way. >> you get up at 3:00 a.m. >> i would get in there and fix it. >> what would you do? >> run it. >> when you run twitter, can you make sure david and i remain verified? that's really important. >> i can take care of all of that. it is not a problem.
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and i'm going to add 50 million users instantly. i have a lot of ideas. i love this show, guys. >> can i say, i love it? >> cut my paycheck in a second. i like it okay. no. it's all about understanding patterns. like the mail guy at 3:12pm every day or jerry getting dumped every third tuesday. jerry: every third tuesday. we have pattern recognition technology on any chart plus over 300 customizable studies to help you anticipate potential price movement. there's no way to predict that. td ameritrade.
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after spending 2016 heading steadily higher, the rotation out of safety stocks into cyclicals and then better from
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the global economy is improving. and we seem to be in the market wide sellout. here's the thing. as long as the federal reserve stays down and driven and deliberative when it come to raising interest rates, i bet utilities will be able to bounce back. it is one of the reasons we own it. they have a giant generation portfolio serving more than 5 million customers across 11 states. let's not forget that it sports a bountiful yield. however, it was just record yesterday and the quarter was less than stellar. with the company earning a 2 cents. on the other hand they did maintain the full year guidance which suggests that the next few
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quarters could be better. the stock has gotten dinged. does it have more upsiders? just a did i have denied man. so let's dig deeper and final out more about the quarter. welcome back to "mad money." >> great to be with you, jill. >> a lot of people are confused by the quarter. it is the cleanest quarter i have to ever talk about. >> first, describe what happened as a result of the weather and tell us whether it is anything that is permanent with regard to electric power. >> it went according to plan for the first quarter. remember our weather was off 11 cents. we have other the warmest winter in 30 years. the sixth warmest and compared against the second coldest winter we ever had in 2015 in the last 30 years. when you look at the weather impact. it was substantial.
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11 cents a share. we're through with winter and moving into summer. we left guidance the same and reconfirmed the 4 to 6%. >> a different set of charts this time. you're talking about what, certain regions of the country are doing for you. coal region is bad. why do we have this in the book? it certainly means the country is dramatically. we have our midwest territory. in the midwest it is growing faster than the u.s. economy now. and as well when you look at the south central part, being heavily impact by the job losses. even though it continues to increase at 9% which is what you mentioned earlier. >> having to sit down with dow kept. they're building new facilities. taking advantage of natural gas.
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a big electric american power customer. are you seeing many others doing the same thing? we know there may not be as much drilling. the companies are moving in and building in your area. >> sure. car manufacturing. leisure hospitality. kept manufacturing continues to improve. their taking advantage of her on energy prices. it really makes a lot of sense. >> i hesitate to do it but i have to. i did it for three hours. there was a ruling that came down about a particular part of your business. and i can't ignore it. the whole conference call was about it. if could you explain why people should not worry, it would give me bear sense of calm.
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>> we have been working on ohio. we offered up an arrange many which was approved by the ohio commission. but the federal energy regulatory commission had concerns about it. it tended to move into federal jurisdiction. so in order to avoid a federal jurisdictional dispute, it made the case that adp is moving forward to be the regulating utility. our foundation is built upon transmission, infrastructure and regulated generation. so in ohio, we're goingo a process with the unregulated generation. that provides volatility. and our investors aren't interested in that. they want the earnings growth. part of it is being brought back into play in ohio.
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that's why i said we want to reregulator we go through the strategic proses. we're going through it regardless but we want to make sure that we move toward an environment where we can invest safely and invest in maintaining and in renewable resources of the future. >> last question. i have to wrap this one issue up. there isn't anything i just mattered makes me think, the greatness of the did i have denied stream, meaning it goes up over time. will be impacted. we have a view of consistency across the board. it is not changed. it is 60 to 70%. we continue to evaluate the did i have denied on a regular base.
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they continue to see the earnings growth. good to see you, sir. >> thank you. >> they can do this well with a weather-related incident, namely that it was too warm. you don't have to worry about this one. it was very hard to understand and i want you to be apprised. and why stop to find a bathroom? cialis for daily use, is the only daily tablet approved to treat erectile dysfunction so you can be ready anytime the moment is right. plus cialis treats the frustrating urinary symptoms of bph, like needing to go frequently, day or night. tell your doctor about all your medical conditions and medicines, and ask if your heart is healthy enough for sex. do not take cialis if you take nitrates for chest pain, or adempas for pulmonary hypertension, as it may cause an unsafe drop in blood pressure. do not drink alcohol in excess. side effects may include headache, upset stomach, delayed backache or muscle ache. to avoid long-term injury, get medical help right away
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all on account...of penelope. but with the help of at&t, and a network that scales up and down on-demand, this hospital can be ready. giving them the agility to be flexible & reliable. because no one knows & like at&t. we've got to talk about the elephant in the room. i think one of the causes of the sell-off was apple. did it port a good quarter? no. it reported a not so good forecast. the quarter itself was fine. here's what you need to know. until we get more negativity, more analysts down grade the stock, it won't find a bottom. there is always a bull market somewhere. i promise to find it for you. i'm jim cramer and i will see you monday! when you find something you love,
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you can never get enough of it. change the way you experience tv with xfinity x1. if y'all have got "billiothe edge, i want it. i swoop into the city of angels, where i'll give two small companies the chance to take off. wow. very nice. a couple's caught my eye with their innovative soap... you're the only ones who have this process? we're the only ones doing it. but this deal might be more slippery than i expected. my first impression, was just a little greasy. a self-serve beer business could bring me serious buzz... i would definitely go to your bar if you had this. all right, i need to get in y'all's business. but if my glass ends up empty... well, what the ( bleep )? their pockets will be, too. right now, let's just focus on getting the network back up. one order from me could catapult these companies to new heights... i would go through 100,000 of these a month. but losing out could mean they stay stuck on the ground.

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