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tv   Mad Money  CNBC  March 1, 2019 6:00pm-7:00pm EST

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>> facebook. get long >> mike. >> you know, i like what elon is doing but i think tesla has some problems so i'd use calendar put sprets. >> dan. >> western digital, bearish to bullish reversal >> that does it for us here on "au money 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. i promise to help you find it. mad money starts now welcome to mad money welcome. my job is to entertain and to educate and put it in con tegs call me at 1-800 or tweet me at jim cramer march got off to another great
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start today. nasdaq climbing .83% what does the future hold? at least to the immediate future i do know that the most significant event has all -- we have to leap all the way to here this is what's going to control. that's right we are going to start our game plan the one thing in the way of continued rally other that be the possibility of a blown trade deal is this the numbers are always the most important piece of data around this is rocking higher it has become a sleeping dog we need to let sleeping dogs lie don't we got annihilated when he barked at us about the need for a series of rate hikes sense then the market has paid
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back nearly all of its losses. it may wake the sleeping dog there are so many jack ls hounding again i hope powell won't be swayed. he seems to have a good handle on things. it could be deadly given the run we have had. that's why i expected there would be profits going into the labor report okay the fear may become palpable there are so many so called experts that don't care that inflation which means there's no reason for the fed to raise interest rates it may cause a hiccup if they believe jay will be listening after that report. 840 will be there. be aware that it awaits.
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it gives the fed more of of a reason to tighten. we are predicting one rate hike this year. i hope jay powell agrees with me that's what worries me they all live a fabulous and raise numbers. their stocks will pop big and at the opening bell all three reversed with workday closing in the red i was shocked. down 4%. 4% it closed down $5 from the highs. i think it's the partnership with amazon web service that helps companies. that's what they do. it is something they heard about last night who is the head of amazon web services. that was a dynamite interview.
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even if i say so myself. so will it be workday? i fear it might be more like the latter the stocks run so much they will be eager to reign the register it if you look at this it will go up like this. so be very very careful. we aren't going to trade this. it would be wrong. it is an investment. if you don't already own sales force can i suggest you wait you might get a better price results from target, kohl's. i think brian cornell will tell, kohl's tends to rollover into it during the conference call given how much it has run i wouldn't be surprised if you get a pull back. it is that management is
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sensational. ross has been busting out. i bet it continues it has become value play and at this moment it has little love for value. wednesday we get results from one of my absolute favorite companies, dollar tree i wonder if it will be hurt by the shortage i'm not kidding. i always buy my holiday at dollar tree. so do millions of other customers. if it happens i hope it can the shortage remember they bought the chain and turned out to be not as good as we thought. since then the stock has been a horse. i spent more then there's the maker that lost more than half of the value in the last two years brought down by weaker sales. it will get costs under control and sales will turn. camping world is expose today the same end markets
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it caught a nasty downgrade today. some times stocks are too cheap to ignore. this is very little different than i talk about here wednesday este lauder holds. i say prepare yourself for the brilliance of this meeting it is one of the smartest i have gotten to meet he has his younger associates that get to be the bosses of the older, the normal regular bosses in order to help their elders understand how the modern world actually works think about it is that clever it is a cosmetics company. you want the younger employees to be the boss of the holder employees. that's what he does. it is so refreshing. thursday morning we'll listen to
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what kroger thats has to stay. be careful you don't need to be careful at burlington stores. i always threaten him and be taken to brooklyn. yes. you'll get another sharply better than expected quarter i believe. you'll get a better than expected in costco too good call. it's the only stuff i use. we also have an analyst team from etsy. i don't know if the stock can continue i wouldn't bet against it though we have been up for an awful long time. we are probably due for a break. don't get me wrong, i still like this market. most circumstances i tell you to buy it but we have been up for 11 straight weeks without a dip. maybe it is time to proceed with some caution don in massachusetts
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>> hi. how are you doing? >> i'm doing well. how about you? >> i'm doing great, thanks g jim, i would like to know what your thoughts are on nutanix >> if you're really the first quarter of the conference call everything sounds great then you get a little bit of an outlook the outlook was bad. the outlook was weak. let's go to randy in michigan.
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>> congratulations on the promotion. >> i got to e bay thing right. >> caller: home of grand valley lakers i'm a shear holder of ge sobbing in the back ground i received a spin off of wild check shares should i buy more of this position, hold it or sell it zbli think it's an excellent idea >> caller: how are you >> my stock is planet fitness. thanks for what you do for us. i'll be listening.
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>> i had a debate with my daughter today i said how many of your friends go to planet fitness she said i don't know a soul who goes to planet fitness i have to tell you, you know what it said to me it said who are the 10 million people i think it is a buy. sorry, em, i disagree with you hey, but she had the etsy right. she is into sustainable clothing all right. we are due for a break mad money today a company up nearly 2,000% over the past year how did your index fund do i'm sitting down with the ceo. you'll love this story are you afraid to get back in the game i'm helping you get over the fourth quarter blues by pointing out some of the biggest since
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the bottom house of pain but could p e pipelines be a profit? stay with cramer i wanna keep doing what i love, that's the retirement plan. with my annuity, i know there is a guarantee. it's for my family, its for my self, its for my future. annuities can provide protected income for life. learn more at retire your risk dot org.
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obvious winners i should have been more aggressive about pushing to none of it comes close to gains. and no longer that medical device it is called tandem. it is rocking from $3 and change to $69 today you heard me that is an astounding gain of 1,900% of 12n months.
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it has apps that help people predict their blood sugar levels i have been asked twice during the lightning rounds the stock had run so much and i was wary of chasing it it keeps delivering numbers. a big revenue in the surprise profit management gave you a broader than expected broadcast. this is a very intriguing story. it deserves a much deeper look let's go straight to the source. he is a long-time ceo stepping down as ceo to become executive tenure welcome to mad money >> thank you very much >> have a society. >> in the flesh for you. >> this is the kind of return i always tell people you can get if you own stocks. it is something my friend said maybe we are dinosaurs
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you pick it and you could retire congratulations. can you tell people what you do and how you're really the only game in town >> yeah. we make the insulin pump it is only one in the marketplace. we can remotely update that software like the iphone we are down to two competitors, ourselves so when we entered there were four or five players. >> so there was a j and j player >> that's correct. >> it is -- >> unanimous >> they will tell you they have some issues, right that make it so that you have got that market right now. >> yes we are doing very well we are getting those patients and data. you. >> you are not a competitor. you walk with them >> we are a partner. they enable us to have automated
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insulin delivery we are converging as we brought out our basil-like -- basil iq this is a more sophisticated >> we are big fans and what's your relationship with them? >> there isn't one >> come on how is it fabulous >> i have known him for a long time they don't have c gm yet >> right >> it is less expensive. >> it is a great replacement for finger sticks. it is probably a blend of a type two and type one product i view it as sort of like training wheels for getting onto a fully automated system >> is there a way to integrate it with the apple watch and not just the phone >> sure. >> to me the greatest thing would be the watch
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i love the phone i was going to say i could bring this out and measure it. i could go with this and be less awkward. these are all -- we had someone to talk about epilepsy even one that is as uncommon as this 16,000 pumps and 1.5 million might be using it? >> yes >> that's 16,000 now and maybe 1.5 million? >> 1.6 million use pumps >> right i'm saying this is your market >> yes you can expand it. only about 27 or 30% of type ones are using pumps because they have been so difficult and they are embarrassing. we tried to go to apple route, consumer, make it simple because it is intuitive interface. ultimately where we want go is our sport product. it is running your system so you
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really don't have to do anything you watch your control on a watch or phone >> i'm fascinated by this. first of all i have to tell you, the stock comes out of nowhere you have been in this business for ages how did this just happen how did this set of circumstances happen that you -- this little company can dominate the fastest growing illness in america? >> i went to church a lot. >> whatever it does we all want to do it >> we had a series of misfortunes in 2014. if you remember united health terminated coverage of us. >> i know. >> and got approval a year and a half early we traditionally have a sales ramp like this we did this because the market was frozen they could market the data it was very compelling the user experience was not well known. so during the course of 2017 as that became known we got our
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integration with the g5 it was an industry first. we saw it and we saw our numbers rush bac return back. >> all of these dez c, we have t finance our way out of it. we had great fourth quarter results. we had great second and third quarter results. we did another offering, paid down our debt and we are a debt free company we created a market evaluation i would never predict. my prediction is we would be last des that was my prediction >> okay. you were certainly conservative. >> bold. >> i would love to see you merge with apple that's not up to you right >> no. it's not up to me. you have to say for the last two years we have been essentially dead it will be interesting to see how it will bring different
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ideas. >> you're a straight shooter i want to congratulate you it has been on the show for years and years. he is the executive chairman today is the first day of tandem diabetes thank you. stick with cramer. after months of wearing only a tiger costume, we're finally going on the trip i've been promising. because with expedia,
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it sticks with you i get it the averages have come roaring back with s&p up more than 19%
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from thelows thf is back to the dark daysover deg. i think it's a huge mistake. the federal reserve caused the market and the fed got us out of the stocks were in the high category only a dozen are down of the 500 stocks in the s&p, if you have them, there are 500 stocks 250 are up more than 20% 91 will up a staggering 20%. a select group up more than 50%. all of this in just over two
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months if that's not enough to grab your attention i don't know what is if you're going over all of the top gainers i have left out a lot of stocks. i want to pick the ones that still make money the best since the bolt tom tto coty it is up 80% most of that came after reported that sent the stocks surging followed by another 12.5% gain they announced it was holding a 20% stake in the company i think it's crazy so many short sellers bet against it they own 40% of the business you never short something that can be taken over. next going through the list of the biggest winners i like
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xilinx since the december lows you it's up 58% the company reported amazing results and the stock really caught fire. what's driving this one? it is a key chip supplier including 5g that is about to take the world by scorn it's a little high risk but i did rename bob marly we named him xilinx of this. it is unstoppable which is why we sent him to obedience school. what else is up? how about chipotle we talked about this one before. how it takes 18 months for a
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fast food restaurant to recover from a food scare. plus new ceo has been doing a great job. we had it for lunch today. i had a burrito. i feel little bloated. we spent a lot of time talking about leadership of larry colt he has plenty of problems especially the ailing power division the company's finally being honest about what it needs to do to turn around $21 billion this week. we'll take some of this off of the table. the chief nemesis doubled down on the negative ge call this week ahead of a march 5th sit down he is doing maybe you want to wait for the
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cell reiteration about long-ter care violations. it is to learn more. i think it got major upside. let's see how it reacts and maybe wait around. who else we have netflix up we know this is a huge boom and bump stock i think it should never have been down so much in the first place. the netflix sold off with light guidance of january. i like this company here any company that can raise prices has something good going for it now, obviously you liked it more i think it is okay to buy. next up the 12th best since up 49 plkt. it makes sense it is one of those industrials that sold off way too hard because of exposure to china as i have been telling you there's to so much demand that china needs boeing more than boeing needs china since they are taking market share from
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airbus all over the world two huge wins. people just yawn many more prc orders are coming. then there's best buy rallied 42 42.7%. after being written off as a little more than a showroom for amazon joly breathed new life by offering customers more value added services and also by makes best buy one of the few carrying apple products when they started freaking out about a slowdown everyone was worried about it best buy stock got it the bears were dead wrong as a host of other appliances took up the slack from the weak cell phone sales. some of them were apple. earlier this week and the stock from 60 to $68 it is down 16 bucks from its buy.
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next up, e-bay made the top 25 they have been trying to turn itself around for a while. right now i begged the leadership to work together and last night we learned that's what they are doing. i think e-bay stock has a lot more room to run i would buy it right here. finally norwegian cruise line it stands out to me because it's the biggest winner among the cruise lines it is a group that's been left for dead back in september investors feared that lots of new cruise ships would flood the market now, nor wee norwegian put those concerns to rest it has been booked for 2020 they booked a third of it it is at higher prices i like this. it doesn't hurt oil prices have
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come down since sent and fuel is in the biggest cost. bottom line, you want any of these stocks when people were fleeing from the market. remember that the next time the averages go into a tail spin we are going to start with chuck in california, chuck >> caller: hey, jim, what's up >> not much, how about you >> doing. >> caller: doing well. it seems some want universal medicare some say it will put the insurers out of business i hold united healthware r care. it was up a little bit today i was curious about unh. >> the first is the pain isn't
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over people genuinely believe is going to fail. we both know if you buy the stock now and you think it's great you could see 235, 236 but i want you to buy it i'm telling them we have been waiting for this we will buy buy buy very shortly. sidney in maryland >> caller: hey, how are you? >>. >> caller: i'm good. i wanted to give a shout out to mr. mark and i'm wondering if you think i should buy or stay away from the stock? >> twitter, it doesn't correlate with these leks. i used to think it did it doesn't i have tremendous faitd. i would put this one away. i think it is incorrect.
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i think the advertisers want more than just facebook. all right. i want you to bring your class here it would really be, you bought it you would have made a killing. they were there to be had right now. could the pipelines be the key to easing the blow here? pliting at the seams i'll tell you why it could be a positive all of your calls tonight's edition of the lightning round stay with cramer ♪
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♪ save like a hero with synchrony bank, and catch marvel studio's captain marvel in theaters march 8th.
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so with the united states practically overflowing with energy you would think there is a great line of profit from it, right? it's not that simple the thing is that it tends to push down prices which is why crude is selling for $55 but if you can't really play the u.s. oil producers what about the pipeline stocks? the pipeline stocks. they don't care but what matters is the volume. more volume, more money.
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we have been hearing about a shortage, the region that's at the heart of the current production move. they must be able to charge it right? you think it would be a golden opportunity for pipeline companies. think again. we have taken a hard look and it turns out that the situation is a lot more complicated than it might seem at first glance there are tons of pitfalls after evaluating the whole group there are only two i'm willing to endorse here. just two why? the u.s. produces nearly 12 million barrels per day, even though we are overflowing in many places that's not the whole story. in theory the pipeline operators have a lot going for them. someone needs to take oil and gas where they are producing and bring them to the rest of the company. it is the only way to transport natural gas.
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it is much less expresenensive railroads or trucks. it is capacity constrained because there wasn't enough pipe in theory the owners should be making money in theory. what about this? owns the pipeline has been a terrible investment. the group is miserable first most have high yields. their income oriented stocks when the yield went over 3% they got oblaiterated crude plunged to 45 at at the end of december. the dramatic decline from the highs it doesn't actually help
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lower prices tend to depress oil and gas reduction. it is one is at 55 at least in our country. still, there has to be something worth owner here isn't there bank of america downgraded it is an extremely well run pipeline arguing that they are facing difficult competition at the same time they are worried about pricing. i almost did a double take pricing? i thought we had a pipeline shortage in this country so i reached out to the president and ceo. he is an old friend that had an incredible track record. there is a lot of new building going on here is the issue. suddenly everybody starts building a pipeline. you end up with lots of new capacities when a company tries to
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renegotiate customers have a lot more bargaining power. last year we didn't have enough. having done some digging it looks like there's tons of new capacity coming on this year perhaps as much as an 80% increase that is bad news for the operators that haven't locked in long-term contracts. which of the pipeline operators could be worth owning here there are a bunch of them. the ones that people most talk about are product partners and energy transfer part ners. we remain a big fan. that's the one they confirmed is a true gym en the company was able to establish in the region itself when it brought a big pipeline but also exciting growth
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projects that will begin contributing to thissier a year next they have two big gas pipelines this year and next it has exposure to other regions which are getting hotter arkansas we are a believer now far couple of reasons the most important one doesn't hurt he has been buying his company's stock hand over fist this is amazing. just since late january he purchased more than $50 million mostly in the 17 to $19 million. i recommend them because it is capacity this is no longer, i don't find it invest bable the bottom line, the oil and gas renaissance has been great for our economy. it doesn't necessarily mean it is a great way to profit from
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it the intense competition and limbed pricing power i think you need to pick your spots very carefully when it comes to these stocks. it is incredible there are 25 mad money is back after the break.
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that's what happens in golf nothiand in life.ily. i'm very fortunate i can lean on people, and that for me is what teamwork is all about. you can't do everything yourself. you need someone to guide you and help you make those tough decisions, that's morgan stanley. they're industry leaders, but the most important thing is they want to do it the right way. i'm really excited to be part of the morgan stanley team.
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i'm justin rose. we are morgan stanley. it is time and then the lightning round is over are you ready? steve in new jersey, steve >> hi. how are you doing? >> i couldn't be better. >> i'm interested in disney. >> all right in candor the stock rally and we trimmed a little it had gotten too big. that's why we had to raise a little money for distribution i would tell you coming up i did
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a little trimming. i have to be honest. let's go to dee in minnesota >> caller: hi. this is dee. how are you? >> yes >> i'm just wondering if the changes they made in wells fargo, if you consider it a buy. >> i do. i think we have to understand hearings coming up on the hill and the hearing will be tough and he will have to -- i think it's march 12th. you to be ready for that the fact that it has done nothing in ages, buy, buy, buy >> okay. i want to go to mark in wisconsin, mark. >> caller: my stock is in the solar panels, it is involved in a big way. they developed technological package that goes right into the
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solar panels the name of the company is emphase. i would like to have someone from the management team come son so i don't get hurt on this. let's go to beverly there new jersey >> hello this is beverly. >> nice. what's up? >> caller: i'm 63 years old and i just bought my first individual stock >> okay. >> sit as a long term hold for for kids good idea or no good idea? >> brilliant idea. kevin kevin johnson is a winner and he is doing a fantastic job if it pulls back you buy more. scott in arizona, scott. >> hi jim, thanks for taking my call >> of course >> i'm a couple of years away from retirement.
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i own marriott international stock. >> you're doing great. the stock, a quick 14 points you own it, don't trade it let's go to ben in illinois. >> i wanted to get your thoughts on a company that -- >> it is up too much this year and it is a wild trader. i can't do it. i just can't do it >> don't buy >> the that's the conclusion of the lightning round.
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my bologna has a first name. it's kraft and they talk about that dif dent dent look, anything can bounce. what do you look for when you trade? dent look, anything can bounce. i want free access to research. yep, td ameritrade's got that. almostanything i want to know what i'm paying upfront. yes, absolutely. do you just say yes to everything? hm. well i say no to kale. mm. yeah, but that seems likench it a lot of work. no hidden fees. no platform fees.
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no trade minimums. and yes, it's all at one low price. td ameritrade. ♪
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they decided to stop wasting their time it is just what that thbanana r. in response stocks screamed higher i know it may seem like this to men. you shuffle it around and they are worth more money i think it is a fantastic idea
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frankly it's about time. old navy is a nice business it is a god send. sit this last quarter. that's terrible. given how fabulously it is doing 30% growth clip. it used to be the premier growth retailer even hip as my parents would have said.
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old navy, we are incredible growth stories you adjust for stocks. it took over in 1983 and peaked at $52 what a spectacular run coming from the rapid expansion of old navy right before the turn of the century. i mean why waste money on huge buy backs when you so much great growth ahead of you. that's why the companies that are growing not just companies that are buying back then we had a recession. so it was booted in 2002 i thought it was wrong it has been all about the buy backing. the difference is pretty straight gap started getting really aggressive they shrunk vacuuming up more than half of the shares outstanding. how did that work for you gap shareholder? before today's rally you had
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about a five point gain since early 2008 this is a pathetic chart of what you do when you don't grow terrible gap's performance is a sobering reminder you can't repurchase your way to greatness. even then it was paired with a nice growth spurt. they increased by 50% and had good comparable sale growth. in response the stock rallied from 140 to 932. in short buy backs don't mean squat. they want to change it in one fair swoop if they can close the stores that remain under the gap umbrella i think you would see a dramatic comeback. it reminds me of the old days. they sold off the old department stores i don't think gap will sell off the remaining businesses but i
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think a spinoff looks a lot like target in the old days think of it as addition by subtraction. we have seen it work time and time again i think after a lot of analysts poo pooed it the new gap could have a lot more upside stick with me.
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hey, how ya doing? uh, phil. are you guys good with brakes? we're ok. just ok? we got a saying here. if the brakes don't stop it, something will.
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that's not a real saying. it is around here. i wrote it. just ok is not ok. especially when it comes to your network. at&t is america's best wireless network, according to america's biggest test. now with 5g evolution. the first step to 5g. more for your thing. that's our thing. i sympathy it will be this that will be the one that may be the place to be. it has versaci and the watch division is on fire. i'm jim cramer i'll see you monday.
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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." ♪ is a product designed to promote a healthy lifestyle. ♪ hi, sharks. my name is martin dell'arciprete, and i'm from philadelphia, p.a. my company is smartplate, and i'm seeking $1 million for a 15% stake in my company. whoa.

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