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tv   Mad Money  CNBC  May 15, 2018 6:00pm-7:00pm EDT

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>> guy >> be careful out there in the storm, people. >> yes. >> it's dangerous out there. put my vinyl trade up there. anadarkowe de , llonby the way. >> thanks for watchin 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 save 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. where the dow plunged.
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nasdaq plummeted it pays to figure out where the bears are coming from. we want to get ahead of the nay sayers so prepare yourself. what will the grizzlies and the kodiaks maul us with tomorrow? >> how about this? f.a.n.g is dead. yup, facebook, amazon, netflix, google and alphabet have another down day caught a cold here, but it feels like the market wants to quarantine them for a bad case of bubonic plague. while their stocks may be heading down for the moment, none of them are dying no plague rats, no devastation
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like the disease that wiped out half cities in europe. let's start with facebook. what happened here lately to justify the sell off the story of facebook is a story of rapid adoption. they really didn't understand the platform whenever we talk about the 5g wireless roll out as my pal did, we are talking about something that will make facebook even more appealing to advertisers. they are probably listening to the interviews today and saying let's buy ads on something on the webs in the meantime, making many apologies and bringing in a committee of individuals, to examine political bias many will say, if it is good enough for kyle, it is good
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enough for me. on top of that, we know from the conference call, facebook is beginning to monetize what's app. competition, well their main competitor snap imploded pretty much from the redesign twitter is doing well but that is not taking away the business from facebook. how about amazon we know amazon is getting serious about advertising. the company is testing a technology that allows it to follow customers along the web alphabet google has technology and it is a threat netflix, always news here in netflix, this morning, piper jaffrey came out with an outstanding survey rise much higher and from the
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lose much business found that the company could raise prices from $11 to $13 and happily absorb the increase. you have to conclude the company is benefitting enormously from original content last week alphabet had developers conference in a huge number of ooh and aahs i think the upside from waymo is that it could be real numbers. let's do substitutions suppose the "a" in f.a.n.g starts for what? apple. a stock that is snapping down
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for three straight days. this morning, one of the most respected analysts on wall street came out and says he feels incrementally better about the long-term prospects. even though he dammed it with praise, he did say we now see apple likely to hit its bogey to foreni $49 billion. this was an astounding admission. really bullish it makes me feel more confident that apple is a stock that can be more in its weakness. why don't we swap out the beloved netflix. the more i dig, the better i feel about nvidia's prospect in
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the gaming center. let's say, esteemed themes in this market. i told actualownersplus.com members. if i am confident about these high flyers and doppelgängers what are they going down for in the first place. well, therefore stocks should all trade down that is true for stock with high dividends, if we are talking about clorox, heinz, those stocks are getting hit this is nothing to do with
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f.a.n.g. second explanation for the decline, north korea canceled talks with south korea in response to tomorrows. china is the puppet master did you see my old partner talking about the bromance between the two presidents, china and united states? this entire market is getting a well-deserved breather led by f.a.n.g. many of the sell offs start like this the next day we get a further down leg which drop when people are concerned about inflation. finally, on day three, we see the industrials and the banks crash. after down grades and nasty press, get ready to buy not sell
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the stocks that everybody loves to hate when it looks like they are going down for the count you are not going to see these stocks generate a lot of positive chatter because they are frightening when they go lower. will eventually give up and that is when you have to pounce if you can't take the pain yourself and get good gains, feel free to ring the register i need you to stay strapped to the mass as the sirens begin to blare that f.a.n.g is dead next time you hear that f.a.n.g is dead, here is the correct response long live f.a.n.g. mark in california. >> caller: north lake tahoe
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beautiful thunderstorm booyah too you. experience with tocko defense and government my network peers tell me that palo alto network have no -- debt ratio and i am wondering if this movement we have seen in the last couple of weeks has got legs >> your friends agree with me, and palo alto has been a champion i like proof point when it comes to e-mail. bill in florida. >> caller: yes, this is bill recently, mcdermott international did an acquisition
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of chicago bridge and iron and right before that, they did a reverse split and working on some kind of a deal with saudi arabia and aramco. what is your opinion on mdr? >> i do fear -- no no way too many questions there, and not enough answers i saw upgrade of bank of america. vance in north carolina. >> caller: booyah. thank you for all you do for us home gamers. and i recently purchased trade desk
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a digital advertising platform they reported earnings that exceeded net incomes and revenues and like two weeks ago, increased 63% for me can't imagine that it is a buy i want you to take out half of the money you put in now, you say is there something wrong? no the comps call is extraordinary. but up another 5 points today. no stock is bulletproof. i will be able to sleep at night. f.a.n.g is not dead. long live f.a.n.g. on "mad money" tonight, sure it is easy to blame the weather, but does home depot have a point? >> is there more animal loved
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than mickey mouse? gambling can help bring the mouse back you might be worried about investing in the reits i have another way to play with real estate. cbre so 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 head to madmoney.cnbc.com. >> announcer: the earnings are relentless but cramer has burned the midnight oil and he is ready to run the gauntlet and find you a
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within seconds of home depot reporting a rare same-store sales miss this morning, we saw a flurry of articles about how will is a slow down in housing and even the orange big box chain couldn't buck the trend. pre market trading so i found myself saying on "squawk on the street" that it might pay to hear what home depot is saying before drawing conclusions. management explained how it was assaulted by bad weather pretty much everywhere in the country and then the selling stopped gave the cadence of the quarter, positive 5 .6% in pfebruary
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the long winner did a real number on the results in the incredibly important month of april. then tomay gave us the kicker. while spring was reluctant bride, she has arrived and our stores have the inventory necessary to meet demand watch a good thing as month to date for the company, our may comparable store sales are double digit positive. for a chain of 2,285 locations is unheard of. you can tell the loss business, mostly garden related will be made up during this quarter. you might be thinking wait, can't online which is up 20%
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year after year loss makeup. i quote, so there actually is an impact from the seasonal standpoint from the online business when it is snowing on the ground april, people aren't looking online for patio furniture how bad was the weather anyway in other words, it is crazy to look at these numbers from home depot and determine the housing market is stinking up. it is appalling. oh, and just to be sure, without even being asked, home depot note the the interest rate of the ten year broken up to 3% has not hurt housing remains incredibly affordable that means the contractor out there who love home depot let's
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them get in and out of the store rapidly or let's them get their stuff delivered. take that amazon, well they haven't seen any slow down the contractor boom is live and well obviously the market was terrible today so home depot's stocks got slammed still, when you actually listen to the conference call which i tell you you must, it is clear that the only read-throughs in this quarter are positive and not negative when a company as outstanding as home depot that blames it on the weather, it may be fair to give them the benefit of the doubt. next on disney i am sitting down with the one real estate player that seems to be working in the market don't miss my exclusive with ceo
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of cbre. stick with cramer.
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some stocks just can't get the credit they deserve. even when the underlying
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companies they can't get traction on wall street. walt disney, even with a strong quarter last season, two of the biggest movies franchises in history that have become blockbuster machines, and the acquisition of 21st century fox. it could be a game changer the darn thing still gets no respect. and so the fundamentals don't seem to be in control, that means we need to go offer the charts to see if the technicals can get a better read. as collins has it, few loved animals than mickey. the problem, no one seems to
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care that disney's movies keep breaking records disney's marvel studios will have taken in $3 billion in global box office receipts this year and then there is the new title. throw in the fact that the company has been a voracious buyer of its own stock puzzling that this market seems to be focused on one thing, subscriber losses on espn. give yours some skin in the game and they will have much more incentives to watch the games. we need to look at disney's charts there is one pattern that does pop out and it is obvious to everyone from mickey, to minnie
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and donald and even goofy. remember, head and shoulders is just a higher peak in between lower peaks that looks like a head between two shoulders according to collins, the neckline of this pattern sits at 99 bucks and extends all the way back to last september the idea behind this thing is that if disney breaks down below 99, it could have another point of down size collins embraces this line gives it this very clear point where the bears could be wrong if disney pulls back below its weekly basis, then collin thinks you should sell this stock basically, this head and
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shoulder pattern if you buy disney, he thinks your risk is clearly defined. why does he think you should buy disney in the first place? in part it is because the stock is close to invalidating this whole entire head and shoulders pattern. disney pressed up with the line in shoulder. if it rallies a buck from here, the bearish pattern is finished. collins thinks there are a bunch of short sellers if disney can advance one buck from this level and not just that the stock is on the verge of resilience. take a look at the few oscillator at the bottom a few weeks ago, it made what we call a bullish cross over, black line goes above the red one. at the same time they are
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picking up from extreme oversold territory meaning the stock went down too far too fast. collins think it is due for a nice bounce. last july, the stock caught a small pop. when they did it again in october, then a rally of five to 7% respectively. possibly even before autumn. i will take that why don't we do this let's confirm these. let's go to the short-term daily chart. look at this how different it is collin sees this picture and says you might see some similarity a grim head and shoulder pattern holding over your head disney was pressing against
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ceiling of resistance. above 102 the chart becomes more bullish. on top of that, the stock has had multiple closes above the 50-day moving average. this is something that disney stock has struggled with ironically while the averages got punished today, the relatives were fine. disney got hit high volumes and this is something that the bears might use to argue that the stock might want to go lower sure disney had a big spike in volume, but these sessions were immediately followed by a nice bounce to him it looks like many of the weak hands got sold out. look at how quickly the relative strength, surged to new highs during last week's mini sell
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off. this it is what is called a positive divergence. disney made up all those losses and then some. on the daily chart collins sees the near term column at 105. he is talking about something that could happen in the next few weeks at most. remember as collin sees it, disney is well defined wants to be a seller, because that could signal a much bigger break down above 103, eight cents above from here, and expects disney to gives you a big break out. ready to make the bulls some of the happiest traders in the market personally, i have to tell you, if it does get hit because of any of this technical stuff, call me a buyer.
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disney stock when it goes down, it gets cheaper. dennis in michigan. >> caller: i am calling about mgm. recently down over 5% and today another 5% and now with sports betting, this should be beneficial. your thoughts. is it a buy now? >> you bet it is i think the stock is wrong i would be a buyer here. and if it dropped down from here, i would be buying more i think you want to buy mgm. pooja in illinois. >> caller: hi, jim, amy questio is about cbs corp. what is the potential impact of the recent lawsuit for the via
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com merger that has been in the dark for a while. >> i listen to david faeber and there is going to be a hearing to get a temporary restraining order and nobody knows which ways it is going to go despite the fact that some people are claiming that they do and that means it is a dice roll and we do not invest in dice roll in cramer the chart suggests this could make you really happy. i say buy it much more "mad money" and including real estate giant cbre 30% higher over the past year and see if the move can continue then, have you been to mcdonald's or wendy's, then your
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food is cooked up. stick with cramer.
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seasons, i feel this market has been take well built. that is the crane company back in 2016. now you know i have been a fan of this break up belongs under this same roof as well built grills. yet, even though the restaurant stocks have caught fire this year, well built hasn't got enough of that love. down 18.5 for the year when the company reported a solid quarter in february, a week ago well built reported again. i feel like wellbilt is not getting the credit it deserves
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let's dig in deeper with the president and ceo of wellbuilt there are some imperatives, whether they are labor saving, energy, these are things that make it that restaurants have to upgrade. >> it is not a cyclical industry, it is stable industry. and we are stable. and all good news out there. if you look at the trends that you mentioned. you see that the general market, all the qsr's are coming back and we are bull ishon the market opportunity this year. and bullish on ourselves as well coming back, and we saw that and
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we had several roll outs starts by the end of last year and also on q1. so that is a very positive news for us and of course for our shareholders. >> you have big international change, mcdonald's, starbucks, they are putting up stores. >> they have invested in the past in the front of the house, digital infrastructure, connectivity, use your iphone today to order food. and now they make in the back of the house in the kitchen, they invest in connectivity and automation and we are seen as a leader in connectivity >> one of the largest costs for restaurants is electricity and you need to have machines that are farm more advanced than they used to be. and that is another upgrade cycle. we are investing heavily into innovation and also into energy
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efficiency we have been five years, or six years in a row energy partners. >> i want to talk about innovation next generation procurement really important but the zoom partnership is amazi amazing particularly because people like to stay home and they like it hot and fresh. >> zoom is amazing in the past we said 50% of disposable income is spent on eating outside of the house. and today we say inside of the house. zoom is trying to optimize the delivery model the pizza is in transit 30 to 45 minutes and it gets cold how can we optimize that last
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mile of delivery so how can we put kitchen on trucks some of if you are in the silicon valley, your order goes into a truck, the truck drives to the place and while it is driving to your place, it is baking it fresh. you get it without preservatives and we are extremely proud of that partnership and they created platform. so they didn't want to do it exclusively for zoom pizza so establish that platform for other. and also for other products. great opportunity for us and again, we are exclusive with them. >> one day i have to believe, i was watching in phoenix. an autonomous truck. >> the pizza is baked au
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automatically. >> your company is doing so much innovation, i just love what you are doing and i think this is a great opportunity. you are the best at what you do. that is muehlhaeuser, ceo. "mad money" back after the break.
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welcome to holiday inn! thank you! ♪ ♪ wait, i have something for you! every stay is a special stay at holiday inn.
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save up to 15% when you book early at hollidayinn.com >> announcer: lightning round is sponsored by td ameritrade it is time it is time for the lightning round on cramer's "mad money." that's where i take your calls rapid fire -- and then the lightning round is over. are you ready, skee-daddy? it's time for the lightning round on cramer's "mad money." let's start with tony in connecticut. >> caller: booyah. what's going on. >> caller: i am thinking about chesapeake energy. >> just keep thinking. do not keep buying that is natural gas, and we have too much of that
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kirby in florida. >> caller: booyah. made about 50%, should i sell it or hold on >> which one >> caller: adap. >> oh, come on, this is not, you speculated, and you won. let's not get back to the well bob in illinois. >> caller: good afternoon, jim, love your show and your advice was wondering about investing in icon enterprise. >> i like eikahn. i don't know what is in the stock so i can't opine or recommend the stock. tim in florida.
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>> caller: thank you for sharing and caring >> let's keep going, how can i help >> caller: my stock is bristol-myers. >> right now does not have what we are looking for in terms of the cancer franchise it is going to merck and i have to tell you, down here with a 3% yield it gets attractive, but with the interest rates going higher, i have to take a pass for the moment erin in virginia. >> caller: hey, cramer, thanks for taking my call i want to know my thoughts on quad graphics. >> i am taking a pass on that. jack in connecticut. >> caller: hey, thanks for taking my call i own expector energy, and i want to add in my position. >> if it were oil transit, i would be two thumbs up
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it has a 9% yield. it is worry some for me. right now, i am taking a pass. brian in texas >> jim, how are you today? >> i am good how about you? >> caller: sports is certainly alive in philadelphia, isn't it? >> yeah. >> caller: okay, jim, my stock has god awful equity ratings i am originally from brooklyn and i love new york. my stock is consolidated edison. >> mr. ed is a buy, buy, buy i am giving this man a twofer. throwing in american electric power. by the half if it goes down again. this stock is a high quality utility. going to ostap in pennsylvania.
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>> caller: booyah. your opinion on l brands. >> down 44%. but like another caller that we had about quad graphics. i am not in this business to be able to over pay for yield so don't buy don't buy. mike in california. >> caller: jim, what is happened to clorox. >> caught up in the vortex of the ten-year treasury. it has great growth possibilities. you can buy half now and then if it goes down to 4%, you buy, buy the other half and that, ladies and gentleman, concludes the "lightning round"" >> announcer: lightning round is sponsored by td ameritrade
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(indistinguishable muttering) that was awful. why are you so good at this? had a coach in high school. really helped me up my game. i had a coach. math. ooh. so, why don't traders have coaches? who says they don't? coach mcadoo! you know, at td ameritrade, we offer free access to coaches and a full education curriculum- just to help you improve your skills. boom! mad skills. education to take your trading to the next level. only with td ameritrade.
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the view on the benchmark ten-year treasury. it is worth remembering there are other ways to play this booming business remember cbre group. cbre help real estate investors by giving them outsourced leasing. a long with a lot of helpful technology 40% last year, this stock has put on another 4.8%. giving us a darn good quarter. even as the first quarter tends to be the slowest time of the year down about 3% from its high. let's check in with president
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and ceo of cbre group. bob sulentic congratulations on still one more great quarter you can be a real estate investment trust and be at the mercy of the ten-year and 30 years or be involved with a company like yours that are not tied up to the ten-year at all. >> that's right. we have two big customer groups, occupiers of commercial rates and investors in commercial real estate occupiers are out sourcing more and more services to companies like ours. since i have come into the business, investors have put 5x, five times the amount of capital they have in real estate that is the biggest name, and the biggest customer base, that has been a real positive for us. >> and if people are worried
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about inflation, is there a better hedge than being in commercial real estate >> what is helping these customers are secular trend and long-term earning growths. we expect to grow earnings double digit again this year. >> you cited both germany and japan as strong. japan is doing well, huh >> a long-term positive run in japan and across asia. we can serve our clients around the world. that means japan, india and china and upgraded our leadership in those markets. strong run across asia for the last couple of years. >> someone asked on the call if you recruit that is the secret of how you can have great numbers. >> recruiting has been a big
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opportunity for us and like clients that come to us, brokerage professionals want to be somewhere where they can do more they can come into our business and make more money here than they make elsewhere. >> i like the advantage that you are giving people with big data, including predictive analysis. can you give us example of what you predicted for customers. >> we manage five building square feet of space around the world. office space with almost 9 million people occupying that space. a lot of information about what goes on in those buildings, the operation of those buildings, what the users of those builders want and we have now started to build an application called cbre 360. an experienced app for the users. and using the data to help
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collect use occupants collect data more efficiency >> let me get your feel for some of real estate i was over at this robin hood terrific foundation yesterday. and the hudson yards, the biggest project i have ever seen downtown real estate is there too much real estate in new york or any other markets or all going to get filled. >> in my entire career, approaching 35 years now, never been so deep in this expansion and have little vacancy. when you look at new york, you see all of this new space that has been added much of it has been spoken for before being built the amount of office space that plans to come online in new york over the next couple of years, only adds 2% or thr3% things are generally in good
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space. >> i am worried about overbuilding that is a sign that we have to be careful from my point of view of the stock business. from what you said, makes me feel better. i want to thank bob sulentic "mad money" is back after the break.
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>> announcer: what is better than "mad money" how about more m"mad money." follow on facebook, twitter and instagram. >> what other questions do we have is you have to start with an in. >> announcer: get more with guests and go behind the scenes with the most interactive show on television. >> if you can't explain in three bullets why you are buying a certain stock, don't buy it. >> announcer: follow "mad money" today.
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i can predict some of the future and that is if the f.a.n.g stocks go down, you are going to hear people say you know what, i told you f.a.n.g was over, apple moved too much too. this is the way of all things. it is what happens and what you have to do is take advantage of the absolute corners inquest that is about to occur with these and pick one i don't care which one you buy the largest position of my travel trust is amazon and i think the fact that it is well below where it traded after that big spike at night makes me think that may be the one that you should start liking into i like to say there's always a bull market somewhere. i promise to try to find it just for you right here on "mad money. i'm jim cramer, and i will see you tomorrow
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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." ♪ he's hoping to whet the sharks' appetite with his idea. hello, sharks. my name is les cookson. my product is the carsik bib. i am seeking a $30,000 investment in exchange for 15% of my company. now just imagine for a minute, that you're driving down the street with your beautiful little child here

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