tv Mad Money CNBC February 6, 2019 6:00pm-7:00pm EST
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it is to win and win and win and then this morning out of nowhere ceo evan who seem to have matured beyond his years since it became public two years ago had a truly excellent quarter with nice stabilization as he explained and although 2018 was challenging in many ways we are proud of the cig nave casignifie to grow our business over the long term. we brought together and proved
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to better serve our community and build scaleable infrastructure for our advertisi advertising business h it was at a 43% clip year after year holy did you hear that? so much for the worries about snaps balancing. it is looking like a viable growth company shares closing up 22% in one day. i'm done criticizing them. evan, good job under trying circumstances. no longer will be slaged by me i'm done with that next up capri. i think it may have set them up far multi-year runway.
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remember, he made a lot of it to begin with he added jimmy chu he laid out a road map to turn these three into the envy of multibillions of dollars worth of sales i studied these and to me they never looked stronger. i think they are insanely positive it is the latest and greatest. seems to have overcome the watch business it is some of the most fun whimsical and outside the box luxury goods around. i can't tell you how many times hoping for new merchandise to give top influencer something but they never had anything new. drove me crazy now the lines -- lines, not people in line but the product lines are so fresh that it's going to cost me a fortune
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even after today capri making it one of the cheapest names in the group. i predict upgrade after upgrade after upgrade stock goes higher. president trump created his own worst nightmare by calling the failing new york times the failing new york times we took a look at it and we found out it wasn't failing at all. today showed how it has become the poster child yes. and the stock volted another short squeeze. i believe it has more room to run. the president is a virtual fly wheel. as long as the world continues to be crazy. i think they will continue to pull away the numbers. is there anything worse than
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being an iphone supplier they get slammed on every piece of bad news from apple today the company reported but it was better and more importantly it told a fantastic story. they got them to start focusing on the fact that it may be the dominant player in 5g. the next generation is just beginning to go out more so many peep have been blown out trying to ride the 5g wave sit the largest customer.
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remember, they all connected including intel which has been going up nonstop finally broke out above 40 that's unbelievable, right i will give you more later in the show that's how important the stock was. here is the bottom line. i know it seems counter intuiti intuitive but let's say it takes a ton of sense on a day that we could have been down a great deal and perhaps we even should be i want to go to gjim in new yor. >> long-time viewer here how are you? >> i am doing great. >> how can you help. you gave a thumbs up for clorox.
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i purchased some it gapped out monday on earnings but not in our accounts. i realized i bought cl not clx up short term over cl and it yields 2.6%. >> i think colgate, you're buying a great level it's how about this? it's not as bad as it used to be >> mr. cramer, my question is regarded the dry index which in the past 50% in the month so what does this tell us? >> it tells us the chinese new
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year makes it so i would tell you it's indicative which is that china needs us more than we need them. i'm telling you, china is doing badly with the exception of a couple of retailers. i recommend it because they are still spending the country itself is in i think close to a level of growth that is just the lowest in years in years. let's go to dan. >> boo-yah from caramel, indiana. >> what's up >> my stock is haliburton. i realized the stock was down and hit a low of 3521 after being as high as 55 earlier in the year on december 28th i jumped in at 2650 and i have been fortunate
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i'm up 20% in general the oil company stocks scare me to death >> they should these things are going to end up being like coal or maybe even like toe babacco. i like bp. it has a good yield. haliburton is okay i remember when it was a democratic company i don't want on the stock. all right. when a disappointing company surprises wall street you got to rocket mad money today tariffs get most when it comes to u.s i have to tell you something it's a difficult angle and a more positive one. you may hold the answer in the palm of your hand. can it change your portfolio it is companyiies no one is talking about. while it may not have been the
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>> when you hear about the trade war with cliechina it's usuallyh boycotts or who is losing business there are plenty of ways to try to profit from our government's ongoing dispute. i will tell you about that hasn't got nearly enough attention. it is less about tariffs or jobs or opening up the chinese marlgt
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and more about cyber security stealing our information it is a huge opportunity as the next generation networks are being billed out across here chinese kaens have be chinese companies have undercut the competition on price these two have been hit with damaging revelations i find them breathtaking including repeated accusations from the cia and the nsa that they a close relationship if you include their hardware your begging the communist party to spy on you. remember, they hacked marriott for heaven's sake. that's where the opportunity comes in if you have been warned off of
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huawei why would you buy a new technology i have an idea i have an idea ironically the two best players are both european. ericson and nokia. they have a chance to win the race for 5g. some times more would say it is lower quality. the majority might say that. you better believe they are pressuring their companies to spy on their customers they are like the swiss. they try very hard to be mutual. they invented a lot more last night i was talking with him. but in the real life it is one of the largest on earth. he advises the best of the best about what can go wrong about cyber terrorism. so why don't you listen what he had to say about huawei.
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>> i tell them to be very careful. they warned about using those products there is a lot of warnings from different governments to use it. it amazes me the large corporations and governments still use it you cannot beat the attraction of low prices. >> talk about penny wise shame on them. it's also not what you want to hear consider what they have been hit with over the past year they banned u.s. equipment sales. they have been telling network supplies in north korea. can you imagine if an american company tried to do that that was lifted after it paid $1 billion penalty and replaced most leadership and allowed in a team of compliance monitors. if you're a wireless carrier deciding whether to buy hardware for your 5g the white house has
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shifted its attention. in december they arrested the chief financial officers she happens to be the daughter our government is try ing to get her extradited rolled out wire fraud, conspiracy to launder money and do business with them. this is serious. januaryov of last year. they cut ties warning they will be ineligible for federal subsidies if they keep doing business with these guys the fbi and defense intelligence
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agency told smart phones posed a security threat to american customers. they are cheaper so what. let's compromise everything for almighty dollar, just everything the trump administration has gotten very aggressive it'sworking. we are pushing the europeans to ban equipments on the grounds it may be a threat to flay toe. the japanese giant announced they will be whipping out the hardware and replacing it with gear from nokia and ericcson
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lately stocks started to turn around some of that is because sit a huge opportunity for everybody some of it is because our government is doing everything it can to shut out huawei. those products may come in with a back door that lets it spy on your data network. how do you put a price on that kind of liability? they will keep going which of these two is better delivering strong sales and management sounded very bullish. they already have nice momentum. i bet it's going to continue reported last thursday the stock got slammed, down nearly 7% over the next couple of days. why the weakness even though they told a good story they said they expected the bulk to come in the second
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half of the year because of the way they are staged or staggered. now, nokia's american shares are $6.05 which is crazy that's a few centing s where thy were trading from. both because it is too cheap here and has a better portfolio. i have not recommended since 1997 bottom line for years it is over now the u.s. government is doing everything it can to keep companies out of 5g wireless not just here but worldwide. it is a huge opportunity for nokia and ericcson
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faster networks it's only going to cost them hundreds of billions of dollars. it is an enormous pie. for example if you're a company this is your moment. last night reported better where they convinced investors to stop worrying about a slowdown in the smart phone market instead start foe ku focusing on the problems remember, these are all connected for the other chip makers with all of the ones that have exposure and it all had fabulous moves. we did that piece last week about the smh breaking out it turns out it is breaking out big time let's go through them one by one. why don't we start with sky
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works solution the thing is they didn't report a terrific quarter they missed with major line ite items some analysts expected far worse. it is better by the announcement of a $2 billion buy back by the way, they had no debt on the balance sheet. it gave some the sense that they were trying to call its own bottom about 30 points, that is stock has been amazing there was another factor here. makes radio frequency chips for all sorts of connected devices including the iphone it has not been a great business lately they were finally able to change the narrative. they stressed repeatedly the shift to 5g is tremendous catalyst as it will lead to a tsunami of new connected devices
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it predicted it will bottom and arguing that the risk reward is too attractive that's a gutsy call. i think there could be a long runway here. skyworks is back i filed it longer next up, there's intel i spent a whole segment explaining how they are to take place in the 5g space. communications has swon ex-plained ton latest 5g is
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qaulcomm 5g solutions. they reported 5g was mentioned 48 times on the conference call. we actually counted. they are in hand sets, next generation wifi. they are getting royalties galore thanks to 130,000 if the 5g business it would be the obvious winner of the stock has been pull varized because it is increasingly hostile with this largest customer never a good idea. it has a ton of exposure i'm optimistic but if you want to buy it i recommend building it over time or you know what? you may have to talk here. it could be a situation even though yes, there's a big dividend you could always play with the
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gigantic it is smart acquisitions nearly a year ago tried to require if a hostile takeover bid. they have wifi fro vied indoor coverage it is looking like it will work out. they definitely benefit. the rest of the businesses are on fire here i have long been a fan of the stock. it has run so much over the summer 5,276 even if it sells for ten times it is a fabulous ceo it is terrific if you don't already own it you
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might want to wait for a pull back finally, there is they xilinx. xilinx reported one of the biggest of the past earnings season the numbers were spectacular thanks in part to the 5g networks the start of this ramp is happening faster than we had thought and the strength for coming out of the gate is pretty strong this one really set the world on fire gets a quarter of its sales from china and doing darn well there. that business could be put in jeopardy it is one of the big lids on the stock far while.
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i like it so much i took the ultimate measure i renamed xilinx he answered last night because i had a piece of filet mignon in my hand. if you're goichk to buy the stock at theesz levels understand this is the high risk high reward way to play 5g let's take them down we have this and the xilinx. they got the investors focused on the future but you can make the case for all five. why don't we go to jay in arizona. jay.
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>> yes call about my dividend machine phone. it seems the same sentence with huawei the next one is due in august. i'm thinking look between now and then >> i think you're taking a 6% yield. it is kind of like att and you'll say it's fine i don't know about that. remember, look at the century link how many and is buries yburies e skyworks is my favorite. you can make the case for all five we have -- this is maroon 5. it says pennsylvania there is much more mad money
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if he is the chairman but more about the quarter and where his company is headed. welcome back >> thank you >> great to see you. >> i like to read conference calls in quiet at home without looking at the stock i said okay. 52 week high >> no noise in the quarter no noise in the year executing buying hospitals in madrid everything we are doing precise. numbers good >> constructional contract, that's a brilliant idea. >> yeah. it's just it's what i talked to. today i took a hit
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an analyst said target price $80. >> i said this guy must hate the stock. i remembered this. it is -- >> it is 160 >> okay. >> i swear it may have hurt you. it looked like -- let me ask you something, on the conference call you said something. i watched the president last night. we are -- you're not a comedian by trade, right? >> no. we are hopeful this divide in government leads to a greater constructive dialogue when it comes to health care policy. i thought that was >> people were worried what he was going to say and try to do
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we have to move from policy away from politics. >> right >> was anyone listening to you >> some do i'm hoping at least now it will provide some protection to our business >> the governments, i was with the governor yesterday he understands his costs were lower. >> you're going into idaho right? >> yes >> it is like the state of oregon you come in and save the state and everybody gets health care what is wrong with this picture? >> i don't know. it's the most frustrating thing for us you see somebody get a hit they deserve. >> how about this one? this clinic acquisition. they don't have these. i have 15 ready clinics. there's no ready clinics
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>> what these are good for, if i have a place where they are underserved i can move them in and we'll have access for people it's all about access, high quality care and lower costs that's what we are focused on. >> i'm focused on apple and the watch. if you could get people in your area to go and start looking about afib would it be something? >> we have a system now. it could look at all 14 million files in less than three minutes. if somebody's potassium is moving up it sends an e-mail saying he is at risk for a coronary event we are doing all of these predictive things. the apple watch takes a lot of technology >> you have to be in favor of
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something to save lives. >> why are you doing the thing i like the most which is splitting stocks don't they understand that retail investors are the people who buy and own and don't flip and don't trade? why does anybody not understand that either? >> i don't know. it is important. we are at 27, $28 billion market cap. to have $400 million is not much i like there's a retail market >> yes >> how what do you think about it >> i think there's a lot of talk about it we can't afford it >> how about the middle of the road fellow howard schultz >> way too expensive we can't afford it >> okay. there's agreement here on these issues the watch i like the split i like >> i don't like it either.
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>> all right listen, you made a lot of money from people. that's michael he is the chairman and ceo i'm telling you, it was an ir rational move. he feel this is way. it made no sense to me mad money is back in a minute. your brain is an amazing thing. but as you get older, it naturally begins to change, causing a lack of sharpness, or even trouble with recall. thankfully, the breakthrough in prevagen helps your brain and actually improves memory. the secret is an ingredient originally discovered... in jellyfish. in clinical trials, prevagen has been shown to improve short-term memory. prevagen. healthier brain. better life.
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instead of yext let's clahange h letters around i'll give you yeti >> i want today ask you about canada goose >> i'm surprised that the stock acts so badly. i'm wondering if it was much more of a winner play. ann in indiana, ann. >> i listened to the conference call on the 1st. >> yes is everything okay >> yeah. it's been cool look, the stock is like this
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how about david in texas >> how are you doing >> doing well, how about you >> doing great i love your show i live in beautiful galveston, texas. since live on the gulf of mexico i was interested in a company called clean harbors >> i won't raifr above about it. i know it is the third coast and i know it's beautiful. i would love to take the show there. they keep me chained to my desk where ever i am right now. let's go to bob in new york. hi bob >> hi son just started working for the wicks corporation. he has an opportunity to buy stock in it. can yougive a short and long term -- >> first of all i want to congratulate you and your son. i think it's a great company second, i'm a client
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you cannot make great web sites on the cheap meaning without having a lot of money unless you use wicks. you should be very proud of your boy. let's go to amy in nevada, amy >> how are you today >> i'm doing quite well. >> thank you for taking my call and all of your valuable information. >> thank you >> i need your information i'm calling regarding the electric chinese car company >> we looked at nio. i cannot recommend nio that's the lightning round i don't know what's going on. i've done all sorts of research, read earnings reports, looked at chart patterns. i've even built my own historic trading model. and you're still not sure if you want to make the trade? exactly. sounds like a case of analysis paralysis. is there a cure? td ameritrade's trade desk.
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the stock is trading below where it was this was the quarter where we are realized you plead to pay the piper to get sales on the internet in most cases it is alphabet so many have said the same thing. the strength comes directly from going direct to the consumer when you hear some saying direct to consumer you should immediately think facebook, amazon and google.
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the ads are how you sell things to the consumer. they talked about their spending they pointed out how his company has cost 5% of his advertising is now digital that's where the buyers are. digital is all about buying when you need it, when you need it, where you need it. point of maximum engagement. you'll end up with bleach. there's an article that mentions clorox you're going to see simple green in super markets there's an amazing equivalence on the web with a brand right there at the point of purchase if you don't at advertise somebody else will take that business from you. as much as they have spent i
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think clorox will have to spend more to keep business going in the future ralph lauren made no secret. as you know direct consumer are number one priority. number one priority. he goes on and i quote in the third quarter the company increased investments by 18% he adds we continue to shift to channels that matter most to consumers today mainly digital and social digital, again, think google you might think amazon ralph lauren is that well known. it is thanks to all of the influencers on instagram some have to check it literally hourly yes. it's that compulsive some have millions and millions of followers he call his digital spending an investment do you know he used the exact
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same word? it's now an investment, now an expense. it is captured over 35 demographic that left the brand. it is all about young people but particularly the 400 million chinese millennials who are best reached. we heard something similar from lulu lemon they have invested there digital which represents a quarter of their business online traffic up 35%. it is astonishing. lulu has a real brand. you might go directly to their site or end up there after searching sports apparel danchal digital is a future for retail go walk down 5th avenue, the
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most expensive shopping district in manhattan you know what you'll see nobody with bags everybody is looking and buying online sit simply where all of the shoppers are i like alphabet so much into today's pull back. stick with cramer. you should be mad at forced camaraderie. and you should be mad at tech that makes things worse. but you're not mad, because you have e*trade, who's tech makes life easier by automatically adding technical patterns on charts and helping you understand what they mean. don't get mad. get e*trade's simplified technical analysis.
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i have got my no, ma'am nmi. it's electronic arts it's how not to have a good quarter. they did seem to go -- i'll tell you, it was almost as if they went out of the way to screw up. there were so many mistakes made at least they owned them and i appreciate that but there's no way i can recommend that stock i would like to say there's always something for you right here i'll see you tomorrow. male announcer: tonight...
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