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tv   Mad Money  CNBC  November 28, 2017 6:00pm-7:00pm EST

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higher >> gomar going hire. pulte homes see you back here at 5:00 for more "fast." "mad money" with jim cramer starts right now 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, and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to make you some money. my job is not just to entertain but to educate and teach you so call me at 1-800-743-cnbc or tweet me @jimcramer. oh, how the mighty haven't fallen the market refuses to be brought down by news that would have crushed us at almost any other
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time in history. instead it rallies to new highs dow gaining 256 points s&p climbing 1%. and while that may seem crazy, there's actually some very good explanations let's start with the negatives, though first there was this morning's tweet from the president, meeting with chuck and nancy today, of course, chuck schumer, nancy pelosi about keeping government open and working. problem is they want illegal immigrants flooding into your country unchecked. are weak on crime and want to raise taxes substantially. you know at most times the story like that about a potential government shutdown would have sent the stock market into a complete tailspin. government shutdowns are synonymous with lower stock prices even if the democrats hadn't canceled their meeting the rally over this could take weeks,
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months secret that tends to weigh on the stock market. but not this stock market. instead we rallied on the news why? who knows. maybe it signals that the republicans don't need votes to keep it funded i have no idea all i can tell you is that the stock market no longer seems to care something that was incredibly as important as a couple of years ago and believes that the gop has the votes to keep the lights on without democratic assistance. something it will likely result in a more pro-business agenda and new tax code or how about north korea normally when they test a new missile the market gets slammed. [ train sounds ] >> today we took it in stride. sure, stock swooned a bit when we heard about the launch but then -- >> announcer: all aboard >> zoomed right back when we heard it fell into the sea the bank stocks will go down,
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that's practically been etched in stone that's a true correlation. it signals that the banks may not get as much fed rate hikes as they need as they need, remember, when the fed tightens the financials instantly become more profitable like they'll pay you more in your cd than what you're, you know, they make a lot more money on your money than you do. but today rates went lower and the bank stocks roared gets crazier wells fargo got hit with more bad news apparently more bogus accounts than we thought but its stock rallied. jpmorgan's stock is above 100. these moves aren't supposed to happen they're not correlating. now you can plead extenuating circumstances. jerome powell, president trump's pick to run it said rates should be higher. but is that really news? maybe for people who are obtuse. we also know the administration
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determined to neuter the consumer protection bureau the agency that did doggedly pursue wells fargo, again, that's not enough to boost the bank stocks that much. they should have gone today not up and rally is destroying the orthodoxy that says this is an inconceivable situation so much for that correlation what else. yes, trading influence analysts, katie huberty pulled the plug on western digital. this is a maker of disk drives and flash memory with a stock as hot as a pistol and argued it's peaking. normally that would have resonated for days as vefrs assess where the weakness in the tech food chain might be might be yet, you don't geta downgrade from huberty that's idle the tinnitus supermarket reported a simply fantastic number after disappointing the last time around they talked about smartphones, notebooks and security, for
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storage. it's basically everything that matters. and i think it blunted the second day selloff from western digital. after reading the conference call transcript, i felt particularly good about the run in apple which accounts for 16% of tech data sales i thought apple should have been up today at the same time, i think it gre gives the green light to buy broadcom that's not all we know there are too many restaurants in this country. way too many common parlance yet this morning buffalo wild wings got $157 takeover bid from arby's which is owned by oreoic capital trading at $100 near the end of october. pretty amazing bid not supposed to happen so now we have the restaurant brands savvy owner of burger king buying popeye, another chicken deal and this deal, tyson foods telling us they have
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tremendous chicken demand. haines celestial talked about the turkey demand. what does it mean? all these food companies will tell you millennials have fallen in love with protein and in particular they want it from poultry. regardless real money is chasing restaurant stocks here even when the jund lying companies being hurt by the stay at home movement and take-out movement the short sellers thought they shooting fish in the barrel has been caught with their pants down and it's not a good look. so let's talk about something that is the elephant in the room that did well today. let's talk about general electric the longer ge stay as the 18 and not lower the more likely this type -- finding a bottom at 18 times next year's earnings ge used to be known as a hj fund in drag because the company did so much financial engineering, financial business versus actual manufacturing that its capital arm started dwarfing its industrial arm after ge got in trouble during
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the great recession the company decided to sell off its visions and use the proceeds to move aggressive will oil and gas related businesses the problem they sold the financial businesses near the bottom and then made many of their oil, gas and pour he acquisitions near the top although they did afternoon down but the purchase of bakery used crushes you. this new ge it's now heavily dependent on higher oil and gas prices turbines need big utility orders and they're hunkering down worldwide. many encouraging renewable resources and higher on gas prices obviously benefit from higher oil or crude as crude has become a major cargo for the rails and also because they, you know, they're an alternative to gas fuel trucks more expensive. aerospace gives airlines incentive to shell out for more.
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ge has become more more and their stock can bottom if oil continues its upward trend of 60 bucks. an oil company in drag, i swear that's all it really is. now, not everything is screaming resiliency the relentless climb in bitcoin could resonate negatively when it doesn't feel like the runup in the dotcom stocks back up to march of 2000 but a collapse in the crypto currency shouldn't have much influence on the s&p 500. the collapse in the nasdaq barely dinged the s&p. diversify away from tech you did just fine. if you have all your assets tied up in bitcoin, what are you watching the show for? go put on something, wrestlemania that's good, wwe it sells very well for take two. not denigrating that ww sells are good. waiting for stocks to obliterated by the bad news out of washington or out of korea or
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out of main street or out of retail or negative analyst calls and correlations that produced so many past declines i say don't hold your breath the mighty stand still tall and show no signs of tumbling. that's how strong this market really is. we're going to cal llen in washington >> caller: first time caller and recent grad. thanks for having me on. >> i'm thrilled we have younger people listening. >> caller: i'm interesting own something national beverage company. it's fizz. specifically for it in lacroix and been researching and notice the ceo owns 75% of the shares i'm curious what you think about this it's kind of a unique situation but i do believe in the product. >> what's happened and we should talk about it. the stock up, $5 billion company but a lot are betting it's going to fall.
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you're a younger person. why not take a chance that national beverage symbol fizz is the next big thing i can't do that. if it isn't i don't have the money. but you can because you can make it all back with your paycheck let's go to richard in new york. richard. >> caller: hey, jim. longtime viewer, first-time caller. >> okay. >> caller: thanks for your insights and market wisdom my investments is good and i'm improving thanks to you. >> i'm glad. we're making progress. what's up? >> caller: my stock is bzun. it had good earnings, beat ea earnings and is going nowhere. >> you know, i thought the earnings were good but gone up ten points since we had them on but the quarter as good but not fabulous when you have that kind of run you got to have a fabulous quarter to make it so that stock goes higher.
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but i do think under 30, that stock is a buy okay now, the mighty are just not falling. you can keep waiting for declines like so many others because of the negativity. does it have to go down? it's not happened. on "mad money" tonight, thor the stock is looking better than chris hemsworth as the marvel superhero. not that i would care. after a huge more can the company keep climbing? i'll talk with the ceo what a winner we have on our hands and retailers weren't the only ones and eyeing square. yeah, i know what you asked for on twitter. square after its sale yesterday. see if it's a bargain or red flag and palo alto networks is that back in the game? i'll sit down with the ceo after last week's earnings beat and see where it's headed so stick with cramer. >> announcer: don't miss a second of "mad money." follow on twitter. have a question, tweet cramer
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#madtweets send him an e-mail at madmoney.cnbc.com or call us at 1-800-743-cnbc miss something, head to madmoney.cnbc.com.
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my name is jeff sheldon, and i'm the founder of ugmonk. before shipstation it was crazy, like... it's great when you see a hundred orders come in, but then you realize i've got a hundred orders i have to ship out. shipstation streamlined that whole process. the order data, the weights of the items, everything is seamlessly put into shipstation, so when we print the shipping label everything's pretty much done. it's so much easier so now we're ready, bring on the orders. shipstation. the number one choice of online sellers. go to shipstation.com/tv and get two months free. we're drowning in information. where, in all of this, is the stuff that matters? the stakes are so high, your finances, your future. how do you solve this? you don't. you partner with a firm that advises governments and the fortune 500, and, can deliver insight person to person, on what matters to you. morgan stanley.
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move over, chris hemsworth, there's only room for one thor in this town that's thor industries tho. the top maker of recreational vehicles and motor homes, truly amazing performer. up 36% year to date going into last night's earnings report but announced earnings and this company truly lived up to its name which is why it fell to over 13% thor posted a gigantic 59 cents earning beat much higher than expected sales of more than 30% year over year think about that these are amazing numbers. even for a couple with a history of blowing away estimates. thor's martin continues to expand very impressive backlog. now i've been recommending thor for a long time. we had the ceo on two months ago
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when it was 30 points lower. can it keep climbing let's check with in bob martin, ceo of thor industries to leaien more about where his company is headed >> bob, i've got to tell you it was so much better that i think all of your q&a which i know you do can be summed up by one thing, it's not cyclical it's not connected to autos. it's about a change in lifestyle and the change in lifestyle is driving the numbers. >> definitely. that's a huge part of it the change of lifestyle. it's a younger demographic it's an industry that's really reaching this younger buyer, you know, we're probably still ahead of the millennials but gen x and gen y and starting to talk to them but you can use an rv not to just go to a campground but
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kid's game for soccer, lacrosse, concerts it's a lifestyle piece >> yeah, you know, my daughter came back from a 2 1/2-month camping trip and still in the tent phase which you said is gateway to rvs in your note. but she emphasized that a lot of the places she went to were preserved areas like the national parks, where they all let them build hotels. are the hotels closing in september, the only way to see september she says is through camping and it's only 10 to $20 a night. that's a very big change for people >> definitely. i mean the gateway is tent campers and it's campgrounds of america have a great statistic they use and let us use over 30 million tent campers out there and those people are potentially our next buyers. we're the next phase to -- for the tent campers that hit about 30 and get tired of sleeping on the group and need something that they want a bed and
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air-conditioning and something comfortable and yes to see the national parks there is no better way than, you know a tent but an rv is a huge presence when you go through the national parks, i was in yellowtone this summer, hundreds of thousands of rvs as you're passing, you know, customers own rvs, cruise america's the rental units so many different ways they're using them. >> well, tell me if i'm wrong but, you know, my daughter comes home and says they're all glamping do you know glamping >> glamp something simply a term that people go into rvs and it's been typically some of the bigger motor homes that have a lot of just incredible amenities, huge refrigerators, stereo, tvs, it's a glamour camping, but we've taken a lot of those features and we've brought them down into more affordable units, smaller trail trailers so it feels like you're
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glamping and letting the buyer take all their comforts of home that they want you know, they're out hiking and fishing during the day but at night they can come in and they can watch tv and catch up on their e-mails through wi-fi. they still want a lot of the creature comforts and that's where an rv allows them to do. >> another thing that i'm getting a line on is that this is -- a form of airbnb it's called hip camp and what people do is they -- lots of peoplewith land will rent them to people who are your rvs and really cheap much cheaper way than a hotel that the millennials are spending on your vehicles and then everything else is cheaper and just on instagram. >> yeah, i mean, that is a new piece that's coming into the industry, you know, people are -- they're renting there could be a new rv or older one and could be a very affordable
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way to discover the rv lifestyle and so i am seeing more of that and we're very open to it. i mean that's another gateway to the lifestyle because once we feel that once people try rv'ing they typically come back and then they like to do it for longer trips and then part of the beauty of having an rv you have all of your own things so they may rent a couple times or may, you know, use a website to book one for a few nights but if they like it they may buy an rv because you have your own linens and all your own food. you have your own comfortable pillow and own fan just your things that are always in your rv, so many of the rental sites i think are great gateways for us to capture a customer in the years to come. >> but one last thing, winnebago are much, much smaller than thor but did make an acquisition. you made that acquisition was was one of the most brilliant things i've seen a business
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person do. are you bumping into winnebago with that or is there room for anybody? >> for them it's different but winnebago has always been more motorized with their acquisition of grand design put them on pace with travel trailers but for us we've always been a bigger travel trailer company, about 75% versus 25% motorized so it's very competitive industry but for us we definitely feel that our products are taking market share and with the numbers that we see in our backlog in our growth from over the last year, we had great confidence in the products that we're producing are really fitting the customers and what they're looking for. >> fabulous. bob, i guess when you're tailgating or glamping or seeing the country you are in the sweet pot. bob martin president and ceo of thor industries. this stock is not done it's a big long trend and people keep thinking it's typical it's a trend, people and it's going higher stay with thor stay with cramer zar: one of our investors was in his late 50s
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right in the heart of the financial crisis, and saw his portfolio drop by double digits. it really scared him out of the markets. his advisor ran the numbers and showed that he wouldn't be able to retire until he was 68. the client realized, "i need to get back into the markets- i need to get back on track with my plan." the financial advisor was able to work with this client. he's now on track to retire when he's 65. having someone coach you through it is really the value of a financial advisor.
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every year after thanksgiving we get to lose with discounts. go to any retailer sale after sale after sale for black friday and cyber monday then on through the holidays, some are terrific bargain, others only look like bargains because of the markdowns. we understand this in the real world and tonight i want to apply the same insight to the stock north korea so let's talk about a company i know you want to hear about and undated my twitter feed with. let's talk about square. sq the payment technology company with a very popular mobile credit card reader and stock got put on sale big time yesterday losing 16% of its value thanks to a downgrade from a research firm btig. before that decline it was one of the hottest around. the darn thing has tripled since the beginning of the year and launched into the stratosphere
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two weeks ago when management announced they'd be experimenting with a pilot program and let users trade bitcoin. from the day that broke the 15 through friday square sprinted from 40 to 49 virtually nonstock as the ceo jack dorsey ceo of twitter said customers want a way to trade bitcoin and he's going to give it to them and the downgrade and it stumbles to 41 and square came back up today it's still well off its highs and located the bargain of a lifetime here or could square be one of these, a fallen knife sure don't want to be on the other side of that, do you no all going to die billy, great scene anyway, purely in terms of the fundamentals i've been a fan of square for a long time i think it's a fabulous story nailed this at 12 and been negative on the way down but i also recognize the stock got
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overheated because people are desperate for any publicly traded way to play bitcoin we should have a duck come down for the roof like with groucho marx any time anyone says bitcoin. it had little to do with the fundamentals of square square's pilot program wasn't that big of a deal it will take years before it makes a difference something the cfo sara fryer pretty much stated when she came on our show a couple of weeks ago. but like i said this thing stopped being about the fundamentals two weeks ago, all about emotion and momentum and that's why we got to go off the charts but off the charts when you don't know and something is really emotional we're going to tim collins, brilliant technician at realmoney.com and get a better read on their real trajectory. as far as collins is concerned you need to be very careful with this one now even if you're today's rebound when a stock that is speeding down the highway slams into a retaining wall you don't buy it hand over fist at the first sign of stabilization like we had
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today. that's too risky first you need to take a step back, consider the carnage so let's start with this weekly chart of square slowing a crucial series of fibonacci levels he discovered a bunch of ratios that repeat over and over again in pinecones and bizarrely enough in the stock market you apply these ratios to a tock's past moves and they give you a sense of where it's likely to change course in the future remember, this is predictive that's what collins gets the red and green lines. the red lines represent replacements from square's february lows, the green lines show retracements of the run since may. two high volume peers where a lot jumped on their bandwagon. how does it work based on the most recent swing the green lines, the pullback in square might stop at $38.79. represents a 38.2 retracement or
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if you go to 35.64 that would be a 50% remacement or fall away to $32.48 a 61.8% retracement. those are all fibonacci ratios so he expects square will be able to find a strong floor to support it either 35 or $38 level. too low from here. if you look at the move you'll find a 38.2% retracement and would take square to just under 37 very much in the ballpark so let's just say it's going there. all right. do you want to buy that now 42 it's going to 37 no now collins is absolutely not saying that square is going to 35 for all we know the stock actually might have bottomed today and it is part of of a longer term move meyer if this bounce turns out to be short-lived again these are the levels he thinks you should watch. with that in mind check out this chart. collins points out square hasn't
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traded beneath its 13-week moving average all year. recently it caught fire and pulled further away from its movie average currently at $35 right around that support level that collins gave us so if he's right, square has a floor somewhere in the mid-30s which is not very reassuring given the stock is $42.55. kind of a danger zone there. again, collins is not predicting that square will trade down to those levels immediately he simply saying if it does go into a tailspin and stocks that have this kind of dead cat bounce, they can continue to fall he wouldn't recommend trying to bottom fish until it sinks to mid to high 30s. if square can lose 16% of its value over a single downgrade might happen again from a technical perspective square not a bargain okay boom all right, so if calling a bottom in square is too risky what kind of bottom loss collins like take a breather.
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one tough chart i'm about to show you take a gander at the weekly chart of none other than the killer drug stock. allergen the fast growing big pharma company with a stock that spent the last couple of years just getting slaughtered. we own this one for the charitable trust it's been brute a here's a stock that's fallen from more than $300 to $172 today i mean, needless to say we're doing this like every other day with this thing. there's not enough linoleum. oh, i spent a lot of time on the cheaply yell yum floor speaking bad scotch because of allergen and felt like wall street has an irrational hate tread for it it never seems to get credit for delivering good numbers and just -- it's just proportionately punished when anything goes wrong. the knife just came into my mind there. however, based on what he sees in the chart, collins believes that it's gotten too excessive
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and could be due for a bounce. why? the stock has come down hard and after this move it has a tendency to bounce see these two green circles in may and november look at this okay in both cases it sold to the point where the stock traded through the bottom of its bads a tool that measures volatility. both times the stock which i worry about every time it goes down, even though it was still in a long-term down trend it broke down through the bottom of its bollinger and it expects another 15% bounce can you imagine with this thing? on top of that it is very, very oversold how do we look at that the full oscillator that measures when it comes up or down too far too fast right now this indicator is in an extreme oversold position the last time it got that oversold wasn't december so you can see, boom, all right proceeded to rally 20% put it all together and collins thinks it could be 35 up and 5
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down man, that's a great risk/reward. i was going to tell you i have to agree with them but maybe that's hope speaking here's the bottom line, bottom fishing could be dangerous so before you pounce on the tock that sold off hard try to fathom the potential downside the chart is interpreted by tim collins that that suggested it's a lot safer than a dinged momentum numbers like square where the downside can much harder to get your head around as much ace like both right now i'm siding with collins. allergen is a buy. square, not yet. john in new york, john >> caller: how are you, jimmy? >> iram doing good happy thanksgiving >> caller: thank you so much to you and your family. your staff is great and you are great. so anyhoo, i did a lot shopping with franken sales and brought fresh prosciutto and italian bread. come on over >> i like that i got to get the wife on the phone.
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she's busy, something at the vet. something with the vet i don't know what's going on? >> caller: speaking of the family and the vet, named the dog tranche. >> i like that, nvidia was hurting. >> caller: and today i bought some more. pbi, pitney bowes. >> that dog can't hunt at all speaking of vets, now, i don't know we ought to have this guy back that's one nasty stock i can't tell you to buy it here. i can't tell you buy it. it has 7.3% yield and that is indeed outsized. it's a total red flag. now we're going to ken and my home state of pennsylvania ken. >> caller: hey, jim, it's great to meet you but i've been following you since the days of the street.com >> holy cow now talking about 20 years, let me help. >> caller: you're talking about 20 years i want to thank you. your willingness helped my
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daughter graduate from temple with zero debt >> my folks went to temple what's going on? >> caller: fantastic wanted to ask you about usat, usa technologies i started to buy the stock back at 2001 for 2 cents a share as a speculation play and they're trading now right around 8, 8.50 and accumulated or excuse me acquired cantaloupe systems. i wanted to find out whether it's a future takeover target or -- >> ken, we got to do work on it. seems from malverne, p.a., the rich side. i was from the poor side that was a nice part of town i was like, wow, can we ever move to malverne, mom and dad. are you kidding? let me do some work on usa technology that's a payment processing company and you know we like those. all right. bottom fishing can be dangerous. when it comes to the cases of allergen which has no bottom and square which seems like if has no top the former could be the safer bargain here according to collins. now, much more "mad money"
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including with palo alto networks it sent shares careening lower but could support last week signal the company's turning that i got to talk to the ceo. no miracle on 34th street. does macy's have enough magic to get it out of trouble in this market or is the parade officially rained out i'm eyeing the company's chances to redeem itself and your calls rapid-fire of the lightning round so stick with cramer
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what does it take for someone to get their groove back we have to ask about the cybersecurity stocks for years it was higher. the company that pioneered the next generation fire wall. by late in 015 it peaked and for a long time afterwards seems to stagnate even the huge equifax data breach couldn't ignite a rally that's how out of favor they have become. yet last week palo alto delivered a phenomenal quarter 5 cents earnings beat higher than expected revenue up 27% year over year pretty spectacular even better management raised
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top and bottom line for the full fiscal year and looks like the fiasco is causing companies to invest more neffly into security and translates into more business for palo alto which why is jumped the day after it reported so could this be the beginning of a much longer upswing? maybe a new cycle. let's take a closer look with mark mclaughlin, the chairman and ceo of palo alto networks. find out more about the quarter and his company's posture. welcome back to "mad money." >> nice to talk to you, jim. >> mark, before we get started, again, i want to thank you we visited west point and saw the executives that did so much for others that went through west point and wanted to thank you because you were someone that we have to highlight as being a great graduate and done great things since >> thanks, jim a privilege to serve and i really appreciate everything you're doing with the vets >> thank you okay, so let's get started this is clearly a quarter where a lot of things came together. some of it was the stuff you apologized for right up top.
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disappointed in the previous quarter but because of your platform looks like you were starting to get competitive wins you mention a seven-figure competitive win against cisco and virtualized datacenter deal and cisco displacement security, they talk about a symantec displacement and checkpoint displacement very big deals how come you're winning them >> well, you know, jim, we've been winning at a high rate for a very long time we're one of the largest security companies in the world and still growing much faster than the market itself and all the competition. you know, the reason for that what we're bringing to the table is highly automated prevention in a real platform that is super important these days because we're fighting a very automated adversary who is sophisticated you can't use legacy technologies, you can't smash together old technologies. you have to take a new approach and start over which is what we did a decade ago and paying off ever since. >> when someone -- when you win over a customer that's been using someone else and use the
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platform i mean is that a land and expand or literally rip out what they have and put in your platform and everything is built on it? >> well, most companies are going through digital transformation right now and the flip side of digital transformation is fantastic productivity gains are the concerns with security, right? you have to have both of those things so what we do is get the student to come into a company and say, on your journey of digital transformation to grow your productivity we'll take you as safe as possible from a security perspective and let us show you the difference between what you've been using for one, two, five or ten years time and what we do, we usually get the chance to do something for that company and once we get in we've shown a great proclivity to grow over time and expand throughout the company if that's why you have thousands of customers, not just a hundred -- not just 100 or 200 really have a very big roster. >> yeah, well, we have over 45,000 customers now we've been adding anywhere from 2500 to 3,000 a quarter for awhile so the rate after adoption is high on a global basis. >> one thing i thought was
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interesting was that you started talking about we know that the federal government had kind of had a pause. you know, some people felt when you mention that as a problem was like, objection, give me a break. the federal government always spends but it really is very clear that suddenly the federal government came back in the picture and chose palo alto. >> well, you know, the federal sector has been a really good customer base for us not surprisingly given their mission and, you know, how we can help them fulfill that mission. we have seen in the fed space for awhile anxiety because there's been a lot of open seats in the administration so spending decisions have been taking a while but a return to normalcy great for us. >> well, i mean you talk about the way to protect our life in the digital age. that made it sound like it's not just money it's not just bitcoin being paid off. you're talking about life or death. that that could be in unfortunately what's in store for us if we let the states sponsored actors keep having their way. >> well, it's very important mission statement as a company has been to protect our way of life in a digital age and that
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soups very ambitious and it is but also very important because everything that we do in business and our personal lives is increasingly digital in nature that's great drives a lot of productivity but like i said the flip side is all the security anxieties and concerns that come with digital technology and we feel it is our mission to make it as safe as possible for individuals but companies as well. >> i know you have a broad panably. if i said i've used you for a long time. i've been hacked and it's ransomware and they're telling me to send $100,000 with the bitcoin using that 1-800-bitcoin desk what did you say if i come to you? >> well, depends who you are if it's you jim cramer you need to pay them. for companies we tell them to say first thing is let's try to make sure that doesn't happen again by taking a very strong prevention methodology secondly have a backup plan for your data and make sure your data doesn't just exist on one device, put it in the cloud,
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back it up is what the economic trade-off is. >> you're still seeing ransomware i mean guys are getting through and foreign actors, i understand that i mean i think in this country we have better disclosure but using block chains so it's a way to be able to make it so you're not ripped off but they are paying. other people aren't paying ransomware >> well, you know what, what's happening there is they come in and basically freeze the data so if you encrypt it you can't use it, can't read it. it's prevalent in companies, hospital systems and individual level where you can't see your pictures anymore if you let them get in, that's where prevention becomes very important and haven't backed up your data somewhere else then you're really in a bind because that's the only way to access information is pay them. as i mentioned last time you and i spoke that's a big business unfortunately. >> one last thing north korea launched a missile we're trying to do that the government is trying to do some sort of cyberterrorism to them
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i have to believe they're doing it to us when you do the federal government is this -- are you finding people like north korean state sponsored arcs trying to get into our files >> well, you know there's a lot of kind of cyberthings going on out there. one for sure is nation states and i think in any situation where you have increasing tension on the kinetic side where ships are sailing and planes flying you'll definitely see some cybertexas well in advance of that stuff. >> so you will shall worried if you had an autonomous driving vehicle it could be hacked >> yeah, i think so. anything -- anything that's connected back to a network somewhere is basically just a computer, right. so it can be hacked just like a laptop or cell phone could be hacked >> hate to leave it on that note but i don't want that 18-wheeler to be hacked driving next to me. kind of -- >> yep, things are changing? >> all right well, that means -- help stop it, that's mark mclaughlin, palo
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alto networks chairman ceo doing his best to help stop all the terrible things he has talked about. mad money is back after the break.
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>> announcer: lightning round is responsible tored by td ameritrade
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it is time start the lightning round. and then the lightning round is over are you ready skee-daddy clayton in california. clayton. >> caller: boo-yah ow are you doing >> well how are you? >> caller: my stock is on semi conductor. >> i own it in the sweet spot. you know i like the semis like that and all like capable of merging with each other. john. >> caller: hi, jim, a big boo-yah from beautiful alabama thanks for taking my call. >> of course >> caller: stock i'm calling about today is california resources corp crc. >> that is way too risky that's a spin-off -- i don't want you to nbr that one at all. i think it's up a lot. and you can take advantage of it
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and blow out of. samuel in virginia samuel >> caller: yes, you're a good man, mr. cramer so thanks, happy thanksgiving, boo-yah to you same to you and your amelie. how can i help you >> caller: yes, sale chain it dropped and when is a good time to come back. >> i think right now i wish i could say 100 but let's not be greedy. i'm a buy or sell. how about sam in texas sam. >> caller: hey, miami sound, i want to get in -- >> southwestern is not a high quality company anymore. they spend too much money. i don't care for the natural gas companies and say no to southwest. maybe get a point but that's not and that, ladies and gentlemen, conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade you mean after that? no, i'm talking before that.
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do you have things you want to do before you retire? oh yeah sure... ok, like what? but i thought we were supposed to be talking about investing for retirement? we're absolutely doing that. but there's no law you can't make the most of today. what do you want to do? i'd really like to run with the bulls. wow. yea. hope you're fast. i am. get a portfolio that works for you now and as your needs change. investment management services from td ameritrade. we are the driven... the dedicated... the overachievers. we know our best investment is in ourselves.
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has macy's gotten out of trouble? or at least out of amazon's blast radius has the retail death star moved on to greener pastures, maybe the drugstores, those stocks looked okay or parksretailers. did we maybe get too negative about the mall itself and retail given the gap, abercrombie, foot locker, children's place up another quick eight points and even game stop reported sharply better than expected quarters and those are mall-based stores.
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that's a setup for the beginning of the holiday rush that kicked off black friday and continuing till yesterday and cyber monday. two stages to redemption for macy's, the company. the first is a recognition that the dividend seems too outsides versus the actual earnings which therefore need to be augmented by real estate sales which they can do with alacrity. enough debt has been paid down including the $400 million tender offer just last night for some higher coupon debt and enough weaker stores closed that the cash flow going forward will be voluminous which is how they get out of a jam and starts going up again granted the strength of amazon makes me queasy about recommending any retailer than walmart or home depot the two larger chains performing relatively well, not spectacular in the case of home depot. ah, but there is a budding sense in the industry and talked to enough people you know what, i've got some ground here that the new ceo of macy's may have
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gotten his arms around the styles needed to win for now and meanwhile, he's cleaned up the stores for christmas so they look bet ever than they have in years. check them out on top of that he started a loyalty program something they need given their attention to regular customers over the years. the problem is that of the chains i follow only panera, the restaurant chain and sephora both not investable because they're not public anymore the sephora is cosmetics have really pulled off good loyalty programs even starbucks loyalty program has stopped showing the growth i want that said i think it's possible that he can bring shoppers back from amazon. i notice vf corp and pvh both hit new highs this week. both, that's astonishinging given the big discount retailers and department stores all fighting for the business of these two behemoths. maybe that's macy's perhaps the biggest stages for these two suppliers doing better than expected we're going to get a clue tomorrow when pvh reports.
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i bet it's good. i know macy's numbers are supposed to be down for the year which is another reason it's fallen -- 6.8% yield way too much, it's too big always a red flag given its distance from the norm of most companies. but here too the news could be good retailers supposed to miss badly this quarter they got like foot locker, instead miss by less than badly and their stocks experience gigantic short squeezes. macy's is more liquid so short squeeze is less likely that said if you take a possible dividend cut worry off the table, [ buzzer ] >> it signals all is well for black tri and the weekend despite reports of jamming registers you might have a stock that can continue the trend higher from here in the end we need macy's to raise its earnings forecast and pay down even more debt if its stock is going to have a sustainable run back to 30 that may be too much to ask of a single executive like him but i
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wouldn't be surprised if he can pull off something like this now it's time for gannett to play offense where it's too difficult for them to do buy online, pick up in person in that much of a voluminous matter because of the parking concerns, the merchandising in the stores themselves remain a heck of a lot more attractive with retailers with all these reasonable prices. should you buy the stock of macy's i know it sounds crazy but, yeah i think it's worth a shot. stick with cramer.
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>> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ with a product inspired by his daughter. ♪ my name is travis perry. i'm from dothan, alabama, and i have invented a product that allows you to play the guitar instantly. put that finger there, okay. now strum the bottom four. ooh. that hurt your fingers, didn't it?

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