tv Mad Money CNBC January 22, 2018 6:00pm-7:00pm EST
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>> abbviee. they are all over me over here. >> that is the soundtrack of my life i think broadcom is good here. >> tesaro will get you done. we'll se s. >> 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 so call me at 1-800-743-cnbc or tweet me @jimcramer. even in this market, this beast of a market, you do get the
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occasional buy opportunity it does exist. but the window closes so fast, that if you blink, you will miss it still, if you're ready to pass, you can pick up some high quality stocks at discounted prices the dow briefly went into the red rebounding to close up 143 points you had it in your grasp when the market opened. yet, markets don't go up in a straight line. you still get dips but it is frustrating. no dips whatsoever the stock of netflix as analyst after analyst raised projection after projection denying everybody a chance to get in except for the bold
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people who dipped and bought many other visible opportunities where the window opens and you have to jump and jump quickly provided you did the homework. the brief government shutdown. will benefits be paid. doesn't a postponement mean we are going to be worrying a lot more over the next few weeks now, nobody would think it is good for business when the government turns the lights off. so the market opens slower today. why? investors digesting the news and that was your first chance because as sad and pathetic as it is, that washington pays for the military or the children's health insurance, the shutdown
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couldn't be related to stocks. it was as if an irrelevant government had nothing to do with the real economy. historically, if we have the delay in tax refund checks from the irs, it would cause week comparisons. if you had a chance to pick those stocks up into weakness today because it was the pattern, you had to take it. wasn't much of one of course area break in their rallies as the dollar stores able to beat amazon stores in price in other words, the shutdown gave you the brief window to buy the stocks of companies that could be hurt temporarily. if it happens again, which you know it will because they are a bunch of clowns. when we reach the deadline
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february 8, you will have your google map of what to do get this, this is just, here is a classic story about how moronic people can be. i am talking about slummer jay stop listening to the professors they are not on an arena the stock. we know that itstific management, last quarter nailed the bottom the company reported friday morning and met with selling although i don't know who some are, because it doesn't miss and
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it doesn't shoot the lights out. good forecasting knows what it is doing to make matters worst, the ceo said next quarter it will be a tough one. down there giving the stock the business hair trigger traders but it gave you the chance to buy the stock down at two bucks. chowder heads. seemingly out of nowhere, telling us the second and third quarter should be strong for a variety of reason latin america robust, the company bought a huge amount of horsepower the selling stops. the stock pir row sques.
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halliburton crushes the number you blink you miss the whole darn thing what else? get this, another one that came at you like i did everything, i am talking goldman sachs. goldman sachs reported last week its stock was slaughtered as to what was perceived to be a weak quarter. and not a lot of volatility. yeah, not enough volatility in the markets for goldman's trading ability to earn its keep this business is about reinventing itself i saw goldman reinvent itself when i worked there on the fly in the mid-'80s.
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boom, fell on hard times same with real estate. the company just put other divisions into overdrives and beat the numbers, and beat the numbers. and it was private then. the rest of goldman's businesses are on fire. not like they need to do that much reinventing my advice last week was that you should wait two days after the quarter announced as the window opens and then you buy now the window is closed boom, off to the races, up five bucks. i think it is possible that goldman could apply to amazing trading abilities. you are going to miss a ten point move like that actually could be much bigger than that.
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goldman sachs stocks too cheap to ignore. for months i have been waiting active vision blizzard to be activated. now the league is up and running. the business is on fire anywhere i can't tell you how many bullish club members just to understand the power it is finally happening and they are finally listening and coming together active vision blizzard stock. finally not long ago we got numbers. endless stories about how the people's republic were cracking down on atms you should buy wynn resorts and
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then to the company reports magnificent numbers. steve wynn talks about how he needs more capacity. if you listened to me, you caught a $30 gain in ten-days. it is not done they will take the stock up even as it is obvious anyone who watches the show we should be paid by them. the window is now closed tough to chase up 15 bucks unless it is netflix is it always this easy honestly, it is not easy at all. remember all of those dips, buy on dips, we are not getting a market dip you are getting moments, moments when certain stocks are weaker than they should be. we should instagram the moments.
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that is what you should concentrate on when i high quality dips lower for not a quality reason finding bargains in this bull market is a weak and rigorous. only a few seconds to think. if you are prepared ahead of time, you are profit from this pull backs and rack uptif terri wins i am going to steve in connecticut. >> caller: hi. the ceo from tellurian on a few weeks ago. >> go ahead. i'm sorry. >> caller: going to take time to build the infrastructure that he is talking about and if i understood him
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correctly, he said the price of natural gas on the u.s. futures market is slightly more than double what it is in other parts of the country and they are going to build an infrastructure, the transportation infrastructure to build that gap. >> what he is saying is natural gas is being burned off. he is going to find a use for this and he has the cheapest fuel and export it around the world the window of opportunity in the best market so brief if you blinked, you missed it. mad to want, revealing three best sectors and clue you in on the surprising winners on the average. the man, the myth, the shark, damon thomas from "shark tank ."
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come on in the water is fine. and 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@cnbc.com or give us a call at 1-800-743-cnbc miss something ado dmeynbcom. we use our phones and computers the same way these days.
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a new lg x charge. it's a new kind of network designed to save you money. call, visit, or go to xfinitymobile.com . when you have a beast mode market like this one, we've seen it now for eight months, you have to recognize there has been a gigantic sea change. what am i talking about? we have a different group of leaders that have emerged. in other words, what has been working now is different from what was working even a year ago. now sure, you can't take anything away from fang. look what netflix is going tonight. i am going beyond fang we are going to do it with a
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help from the charts this is a story where the picture is indeed worth a thousand words going chart by chart examining the winning groups in this era to show you the true magnitude of this transformation we are going to start with giving you a 30,000-foot look and then drill down. sector by sector and stock by stock. the start of the sea change is a group of resurgence that hasn't led the market for years i am talking about financials. like the financial technology stocks because long-term and short-term interest rates were so low they couldn't get the margin they needed on your loans and
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your deposits. longer term rates stay low thanks to pressure from rates overseas the insurance companies are far led dependent on the fed fund rate look at the gains in visa, in mastercard and they were all about consistent growth in an inconsistent sector. and no headline risk other than those two along with discover, wow, paypal and a bunch of financial tech facilitators, morning star, it was too risky to go into financial institutions there was no reason to embrace either the big banks or the regionals despite massive.
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new consensus from the fed last summer that the tightening cycle is on. and on for good because the health of the economy is no longer an issue. it is obvious the strength of the bank stocks. they embrace them rather than fear them. despite the endless chatter that rate hikes could spark a recession. the fact that the housing stock hasn't rolled over from at least we can tell, they plateaus last week we are still getting an economy that is robust loan growth i believe the bank managements are starting to take risks right as loan demand returning to many
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areas, consumer and small business loans and particularly in the southeast we have weaker construction and industrial loan growth another factor that is bossering and that is lack of supply all of these companies have stepped up their buy back. i can't stress the importance of the buybacks the banks are just getting back to where they were the banks are overcapitalized and a much larger share of the lending pie. jpmorgan, wells fargo, bank of america, citigroup
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may i just add that the founding fathere fathers would be so furious about the consolidation. they allowed bank of america, they allowed wells, that was incredible you will never see that again. that is why the stocks keep going higher techs only ever got a few winner and it was fang. i got to tell you, it was because we found the intense scarcity of rapidly growing tech groups, facebook, amazon, alphabet that is not changed at all as we see from the spectacular netflix numbers this evening of course apple has been a winner for ages. we know that that is not a surprise
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but as it keeps climbing, i don't see it as a tech stock i see it as a consumer products company. spearheaded none other by warren buffett and it would be a mistake to -- what is going on here he is proving pressure about the consumer product company witness how carl icon destroyed it what was that about, 80 points ago. and he made money anyway but buffet has spun a new narrative. with the terrific recognition of the razer, razer blade app business model something they don't get enough credit for app apple seems to have backed into the stream it is good to be lucky, but most
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apple shave club, wouldn't that be something i have got razors up this high most of the analysts can't get their hands around what is happening here the cycle, the cycle, it is endless. i say own it, don't trade it cheapest consumer product story i follow back to tech tech as a whole. not getting the recognition. suddenly we have a host of winners beyond fang. in some cases better than fang the internet of things iot, taken over. long-term rather than boom and bust the strength as transcended the cell phone, breathing new life into the personal computers of all things yeah, these are hot, hot, hot. they do cool things too. i feel like brady -- no
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i want to beat brady thanks to a new cloud based software model, the connected car, the connected home, the whole tech sector has been roaring. three cohorts, the texas instruments, analog devices. nvidia, then the adobe, amazon, vm ware microsoft group for the cloud. broad com. all three are on fire. witness adobe's pre announcement of better than expected numbers this evening typically safe from semi conductor companies. lamb researcher is going to be
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monstrous. service, other than our show, we put workday service now. these are real companies why do people like sense yur i say it can go to 200 this is where ibm needs to force themselves to be more relevant i can't leave out cybersecurity. fortnet and proof point are winners. surprising strength in health care from the drugs to the drug distributors, the hospitals the insurers after republicans took over the white house, we figured they would be hell bent in making this sector ir vel vant.
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but investors ran back into the sector normally in a booming economy, the health care stocks would fall by the wayside. instead, it is the exorcist. think about these stocks that were heavily shorted even cardinal health, they were getting killed just not even that long ago and now they are back. the drug stocks themselves are not the leaders. j and j we are going to get the quarter from them. the life sciences and medical sciences are working and they really stand out as an odd leadership group there you go, biotechs are under represented with the exception of am jen.
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leadership groups and that is the financials, the broader tech and health care. investors are still trying to get their heads around first are the retailers. for years the assumption was that nearly everything in retail was dead meat. the only merchant that mattered was amazon destroying everything in its path we figured this would become a zero sum situation that has changed since the holidays do you know that even the latter is turning boo a decent speck. the pit of misery is almost empty. consumer spending has been so robust that there is finally enough business to go around off and online on top of that, the remaining retailers have figured out
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strategies to fend off ecommerce initiatives where they get a lot of help from sales force. we hear that talked about all the time and the big data consultants like the two that we had on splunk and tableau software. long inventories -- resurgence in a target in a kohl's. and we have to mention walmart shrinkage in stock supply too. i am never going to stop, this is part and parcel of this rally. in the freight forwarding business led by fedex and united
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parcel as people continue to invest in their houses, go down the aisles of lowe's, of home depot, everything you see is working. stanley black & decker down today. anything kitchen, anything paint. sherwin williams, i wish they split the stock four ways. the hurricane gave them a nice boost. bby, best buy, other than kohl's and amazon, the hottest business in the group this evening, thank you mr. president, spiking whirlpool. i think it is too early to crown individual leaders with retailers outside. dollar tree, dollar general, they stand out because they can
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beat amazon on price i am going to throw in costco and you may have all you need. thin inventories and a nonpromotional background to retail, vf corp. meanwhile, the consumer strength is spreading to the experiential we have shortages all over the place both in terms of investing opportunities and the shear quantities of stock that have been brought back. did you see that quarter from wynn today plethora of younger people who discovered the cruises and they make great background for yes, the insta rattos, the instagram people who can't stop taking pictures again, for the experience, for
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the selfie you need he ise lauder to make the stock work speaking of surprises, we have been seeing remarkable resurgence in our machinery, our manufacturing and commodity and resources. we have so many cycles going on, it is hard to catch them all write them down, first we have discovered so much oil and gas in the last few years, under the protection of the umbrella from opec and the shut down of venezuela, it has allowed for dramatic expansion also new mexico now, as well in the southeast where oil and gas guess refines and shipped over seas we went from being at a deficit of natural gas from being the cheapest and world's natural
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producer we are the lowest cost producer and that has triggered a boom. on page to top almost every country on earth when it comes to oil and gas we can't get our arms around it because it has never happened. in terms of stock, the move is not particularly broad based at least not yet. look at those stocks the nation moves, and the growth independent producers which continue today and even the partnerships and transfer going above 20, the possibilities are endless. meanwhile, the need for more horsepower in every form you can get, it is commons, caterpillar, unstoppable stories.
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america's leadership in aerospace unchallenged boeing obvious honeywell charitable trust united tech. i am talking ten-year cycle. what is interesting and frankly sad to note is if you look at the two cohorts, the natural investment will be general electric throw in their health care business three areas that are enfuego ge a handful of companies with balance sheet too -- that were irresponsible, you get the picture. someone should have stopped t-- they need more money dividends too big. sell more assets
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given the strength in oil service, you think ge could be the greatest stock on earth, but this company cannot be given the benefit of the doubt yet because we don't know about its balance sheet. i count 3 stock in the s&p 500 that had balance sheet there is an endless game of leapfrog in the defense sector, raytheon, lockheed martin. round and round she goes finally, there is a cohort -- it is adp, remember i told you that combination is great man power, stocks go hand in hand with an economic expansion which is why they will not quit. if you own a stock that is not
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covered by one of these themes, you are in the wrong place at the wrong time only a handful of stocks like pepsico or tiesson or colgate. you head firm managers out there, you will lose here is the good news, lots of mini rotations and sell offs you have just been given the only guide you need to pick among the winners for the best choices. it is very much for real and it is based on the fundamentals and their spectacular which is only gotten even stronger, now that tax reform is finally kicking in jeff in new york jeff >> caller: go eagles.
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>> go birds! i tried to restrain myself this show. >> caller: i am mohawk, strength in the natural market. good growth, strong chart. i am wondering how the margins are going to fare. >> i am not concerned. you and your boy are in the right spot the only play on carpet, the stock has pulled back. time to buy. don't underestimate how much the world according to the market has changed. a different group of leaders and now you have the guide to pick the winners. it is not all fang stick with cramer. >> announcer: netflix by the
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profit from it i am glad that we have had a chance to check in with daymond john the founder and ceo of fubu. this, this is it this is rise and grind and i got to tell you, this comes out tomorrow you should read it as soon as it comes out. it is about what we preach on "mad money." perhaps most important no one who understands hard work and achievement and what it takes and those traits are exactly what we need to get our heads around i am excited to have daymond john on "mad money." i love you so much >> g-r-i-n-d what the grind is. >> we got get on it. repeat
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insist we have to navigate. >> navigate through the challenge. >> drive, desire, and discipline >> are those things that you can say i don't have them, i will never have them or things you can do. >> mom and pop you can do it let me ask you something, what are the first things you do for the first 90 minutes of your day, because you know, i don't know how you do it, so i want to know. >> i hit the gym at a quarter to four hit it hard. hour and a half trainer comes in gets the worst part of my day. bang out a piece get to the city and bang out an article and then i have a quick, deep dive for squawk on the street come back write another piece. lunch with the ceo we come back and finish this show this show is finished at 6:00 and we start the next one.
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is that enough is that ddd? >> here is why i wrote the book. i got all of these shark tank companies, a two-year-old, a fubu business. and a life and i reach out to people and i say how do i maximize my day. we hear about hard work, hard work go and practice, what is his method of operation. what does he do every single moment to jump higher. and i study 15 people like you and like i am catherine zeta-jones to a man who climbs kilimanjaro with no arms, no legs they are selfish so whether they are writing a piece or send it out, they weren't answering the rest of
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the world problem, they took care of their adrenaline and their health first. >> you know who has that same view the dalai lama you are describing an age-old thesis that has been lost. why is this lost >> because we have given up our power to everyone. we wake up and answer a million e-mails. talk to the kids and say i will talk to you later, and you never see your kids because he didn't schedule them. then you get on the car you listen to the radio, the whole world blew up last night so you are worried about that and then you get to the office and doing what the boss wants or what you want your employees to do you aren't taking a chance for
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yourself >> to teach. teachers need lesson plans. >> everyone says you got to work hard, but i want to know what is the minute by minute by minute action also the goals you are going to set. you know how many people start off the day think being what everybody else wants and not what you want in your life you take away lessons. i love the show because i know that to diversify my portfolio is the only way to get a free lunch. you have to have discipline. and if you do this discipline and repeat it often through your life, you are going to be successful. >> now, how, during that whole kind of really in the now analysis do we find time to see what the trends are and be able to capitalize on it. >> that is offense that is when you are doing your
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research, surrounding yourself with like minded people. do you remember -- ten years ago did you open up your mail all during the day why do you do it now you open up your mail from 4:00 to 5:00. everything needs to be discipline i realized i wasn't taking care of my health, and as soon as i started doing that, i found out i had stage 2 cancer in my thyroid and i got it taken out. >> i need this >> you told us apple was cool. i don't know if still is you told us certain things were cool that we didn't know about i need to know, just give me not a stock but something that you know is hot that i think doesn't even exist yet. >> oh. can we go back
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>> whatever you want apparel. >> a subscription model that is going directly to the customer who is a subscription model? >> netflix, comcast. >> amazon. >> now nobody is advertising and by creature of habit >> the book is "rising grind." these people can be you. that he is are not people who were born with anything other than actually things tougher than you had. >> born with zero. health and determination. >> best selling author
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"rise and grind ." directv has been rated number one in customer satisfaction over cable for 17 years running. but some people still like cable. just like some people like pre-shaken sodas. having their seat kicked on an airplane. being rammed by a shopping cart. sitting in gum. and walking into a glass door. but for everyone else, there's directv. for #1 rated customer satisfaction over cable, switch to directv and get a $200 reward card. call 1.800.directv successful people have onthey read more.on. how do they find the time? with audible. audible has the world's largest selection of audiobooks. for just $14.95 a month, you get a credit-good for any audiobook. and you can roll your credits to the next month if you don't use them. audible members get free, no-hassle exchanges...
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round on cramer's "mad money." and then the lightning round is over are you ready? are you ready, skee-daddy? >> hi john. >> rich in florida. >> caller: booyah. calling you to do about terradyne. >> i like. let's go to jack in ohio >> caller: yeah. i am a long time holder of southern electric. >> that's a shame. i prefer southern company or dominion wow that is the end of the
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special eagle extravaganza lightning round. >> announcer: lightning round is sponsored by td ameritrade jj, will you break it down for this gentleman? hey, ian. you know, at td ameritrade, we can walk you through your options trades step by step until you're comfortable. i could be up for that. that's taking options trading from wall st. to main st. hey guys, wanna play some pool? eh, i'm not really a pool guy. what's the hesitation? it's just complicated. step-by-step options trading support from td ameritrade
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call it to sate the beast. not this time. this time hardly any ipo anailuate the investors. the latest insult, the ipo of a company that was not so hot the last time publicly traded. i am talking about adt looking to sell 111 million shares between $17 to $19 a share. but they couldn't do the stock immediately broke down today we got even more pain. adt down 7.5%. i remember this country when it was public and the issue was always churn if anything now it is worse. security is going to be included in that.
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this is an internet of things played a company that is vulnerable to smart home in a way it seems unimaginable two years ago fortunately adt is not as bad as blue apron came public. and plunged 72%. turns out there is not proprietary about selling people food and now it is under siege from its imitators after this adt black mirror adventurer of an offering, if this is the only stock they can create and coin here, they won't flood us with stock. bull market 1. bank market 0.
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mom would be proud. with blue apron, any night is a chance to see what cooking can do. you myour joints...thing for your heart... or your digestion... so why wouldn't you take something for the most important part of you... your brain. with an ingredient originally found in jellyfish, prevagen is now the number one selling brain health supplement in drug stores nationwide. prevagen. the name to remember. thank you philadelphia eagles i'm jim cramer, see you
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tomorrow >> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a gre idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ to the dreaded parking ticket. ♪ my name is david hegarty, and i'm from san francisco, california. my company is fixed, and we are seeking a $700,000 investment for 5% equity stake.
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