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tv   Mad Money  CNBC  September 25, 2019 6:00pm-7:01pm EDT

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>> gio. >> talk about home builders i got nothing. >> nothing to add. >> what's your final trade. >> international business machines was ibm comes out. >> it does. >> see you back here tomorrow at 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 isn't just to entertain but to educate and teach you so call me at 1-800-743-cnbc. or tweet me @jimcramer. fool me once, shame on you fool me twice, shame on me fool me 11 times, well, shame on everyone
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that's how i felt about president trump's trade deal sooner than you think comment that exploded the market higher just when it looked shaky because of impeachment chatter trump makes remarks and turns things around again. averages bringing back up by magic. dow climbing 163 point, s&p gaining 0.62% and nasdaq surging 0.15% after the session yesterday. no one else remembers the last dozen times this has happened. maybe this time will be different. my sources say no. maybe the white house will get a deal to end all deals when the chinese. my sources say don't believe it. maybe speaker nancy pelosi begins the process of impeaching president trump she's working behind the scenes to pass the new trade deal trump negotiated with mexico and canada raises eyebrows. yeah, maybe the tooth fairy is ready to shove some bitcoin
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under the pillow of every kid who loses a tooth. maybe juul is deeply committed to stopping those same kids from getting hooked on vaping maybe the earth is flat. who can say? >> at times like these i like to look for things to hang my hat on so i can pick stocks without being held hostage to the on again, off again trade talks with china waiting for a trade deals a little like waiting for godot, that's not a stock, it's a play. nothing to hang your hat on with this trade war remember when the chinese lobbed the bomb at our negotiators and hastily canceled a huge trip to montana last week. >> no! >> it crushed the stock market on friday. only it turned out we were the ones who put the kibosh on the good will mission. things are so disorganized and hapless wall street thought an official government spokesperson was furious at china for the cancellation but in reality this person was a
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low level pr flack the agriculture industry the montana farm bureau federation sounds semi official and it's not like the media and stock market were alone in being fooled even the president seemed to believe the chinese canceled on their own until treasury secretary mnuchin disabused them of that notion and said what happened in an awkward press conference, we canceled it trying to game the negotiations is a mug's game so how do you immunize your portfolio against this craziness i've been trying to find companies that have nothing to do with trade in the hope their stocks won't be hurt badly if we learn that there is no deal and we have a connection to a flagging global commerce section. we don't want that we don't want to buy a stock no deal economy is slow. we get killed. but you know what i realized, that's the wrong approach. i'm not doing it right now i've come up with a new
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paradigm working backwards first figure out the worst case scenario for trade then see who has managed to tame the beast. as it turns out well you don't have to look very far because the situation i'm describe something basically nike think about it thanks to the trade war we know that in theory this should be the worst possible moment to sell iconic american brands into the people's republic of china and know tariffs of goods made in china are hurting margins for many companies and know the consumer worldwide is in worse shape than last year and doesn't want to spend a lot on footwear. do you think nike would bear the brunt of this? not only do they rely heavily on china it's one of the largest end markets in the crash strapped consumers is the last thing you want to have to sell and do yet nike managed to unare the gauntlet and did it with style. last night they reported and we learned that rather than being the most vulnerable to the trade war nike is the most in control of its own destiny that's why it rallied 3 bucks in
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change today we learned truly amazing things. in this mark parker derived clinic that blew me away, at one point parker noted as i said before, nike is the bran of china, for china and the results continue to prove it out we've driven double-digit growth in greater china every quarter for more than five years, end quote. and nothing has derailed this story. nike's greater china sales were up 27% on currency neutral basis. i wish -- sometimes i say i wish you knew how spectacular that was. how about this, the tariffs. the cfo' drew campion pointed out the current quarter will be the peak for tariff because nike has so many levers they can pull things should get better and better with each quarter in other words, they have the scale to be able to overpower this so they have the tariff situation quantified, dealt with, i'm not worried.
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you'd expect a cash strapped consumer to weigh on pricing but that didn't happen we saw the opposite with some significant gross marriagen increases and much lower dress margins than i expected. excuse me. almost had to drink some pepto-bismol for the first time in a week my stomach didn't hurt. how did they pull this off now you get into the quarter that allows like to thrive in this environment regardless of how the trade negotiations are going. first there's innovation there's the joyride. that's an issue designed to encourage everyday athletes to get moving and new basketball shoes, the zoom freak and alpha dunk not to mention the comfortably cushioned airfax 200. nike is freshening up old favorites like the jordan brand. here's one can you believe jordans actually accelerated this quarter with healthy double digit growth across all growing eeing gras fy
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michael jordan retired way back in 2003. the many of the jordan wearers weren't even alive when this guy was playing. third jpmorgan retail analysts say their digital marketing scale in selligmentation is the class in the business. nike's up 42% making more money selling direct to the consumer than they do to selling to wholesalers. inventories are lean with just enough product to sate chinese day on singles day, my favorite holiday on november 11th where you buy things for people. nike's biggest inventory problem, they don't have enough markdown merchandise to fill their factory outlet stores. high quality problem when it comes to knowing their customer nike recently bought a little company called select which they mentioned several times in the call. here's how the cfo andrew campion explained. the digital demand sensing tools
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will help us predict demand. plan supply and sharpen pricing and markdown cadence, end quote. incredible have we come a long way from the old day when is my dad had to watch the now defunct gimble's department so he could count the unsold gabardine trousers. nike has so much going for it i'd rather list positives. i have a whole show to do. here's how campion sums it up. despite increasing dynamic and unpredblthable macro partials consumer sentiment and affinity for the brand remains strong and consistent, end quote. boo-yah. here's the bottom line, at a time when so many companies are wringing their hands and making excuses for all the obstacles in front of them look for the winners who seem 0 thrive on these challenges companies like nike don't complain about how the environment can making it tough for them to deliver.
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you know what, they just do it andrew in alabama. >> caller: jim, hope you're having a boo-yah of a day. >> this is one of the best boo-yah days in ages although the traffic is really bad and i was an hour -- i was 40 minutes late to a lunch. almost slit my throat. what's up? >> caller: i want to discuss u.s. steel stock i don't think the company is known throughout here in alabama of this a real estate arm called uss realty tremendous value -- not of land but tci acquisition over a hundred years ago and uss realty take care approach and developed master plan communities here in alabama and they have thousands of raw acreage shovel ready along the i-20 corridor. >> i know the plant and i've been there actually but i've got to tell you this there are other places away from there that aren't doing that well i don't care for the balance sheet and if you can't make money in the steel business
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right now, well, you ain't going to make it i think letter x is a ay and nucor is a yea but it's awfully hard in a global slowdown. >> caller: what are your thoughts on match group with the ftc lawsuit on mash.com's ad -- >> i don't care enough about that but i do care about is facebook coming in i think facebook is a level where it should be bought. told members of the actionalertplus.com that it was almost time to pull the trigger. let's go to arom in new york >> caller: hi, jim cramer. huge fan love your show i have a question about funko. the ceo was on in may. that's when i bought the stock i was wondering, recently he just sold 4 million shares and let out into the market. what's your take >> he killed the stock he killed the stock with an insider sale he crushed it.
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the stock has been going down ever since he did that and you know what, it's maybe gun shy. candidly i'm gun shy hey, how about randy in vermont. >> caller: hi, jim how are you? >> i'm not bad how about you? >> caller: pretty good autumn is starting here in vermont. hey, i started a position in lockheed mart anyone 2004. and sold half positions at 100, 200 and 300% danes >> wow >> caller: as it now approaches 400% gain, i still like most of the fundamentals so at what point should i decide to hold all the shares and simply enjoy the dividends? >> you should hold all the shares and simply enjoy the dividend because you are playing with the house's money, my friend w. a very good stock of a very good company. you did it you did exactly what i say you can do and by the way, didn't you do better than your mutual
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fu fund how about when smart people make money. what do you think when that happens? thank you very much. in an environment like this one you need to create the worst possible scenario for trade then see who manages to tame the beast and the ant, nike. just do it on "mad money. is it time to give whirlpool a whirl. they got hit is it the spin cycle or could it be headed higher going off the charts plus a company allowing grocery stores to extend the shelf life of produce two to three types longer but first tech innovator twil has had a tough couple of months down more than 25% i'll sit down with the ceo and find out whether the drop is a buying opportunity or not. so stay with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question, tweet cramer, #madtweets send jim an email to madmoney@cnbc.com or give us a
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let's face it over the last couple of months there's been a vicious rotation out of the high-flying cloud-based soft care stocks i like so much this whole group has been crushed mostly because the market lost its taste for turbocharged growth stories. that happens it happens multiple times a year but there is a silver lining the best have become a heck of a lot less expensive to the point where many are too enticing to ignore take twilio. a company that helps app developers infrastructure into their own programs better connect with their customers remember, a customer driven company. if you've gotten a text message from airbnb or lyft that was powered by twilio. twilio is one of our cloud kings and the stock has been red hot surging from 25 at the beginning of 2018 to 151 in the summer once that happened it came plummeting back to earth down to 110 as of today. did it do anything wrong no when the company reported at the end of july numbers were solid and hence why we still own it at
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my charity trust i think this is a broken stock not a broken company do not take my word. jeff lawson is the co-founder and ceo of twilio. mr. lawson. welcome back to "mad money." always great to see you in perpendicular. you have a milestone to celebrate. you hit the billion dollar run rate, something that marc benioff tells me is very rare. how did you do it? >> well, by focusing on customers and growth the only way you can do it i remember talking to the company several years ago when we crossed the $100 million run rate and i pointed to the billion dollar number and i said, this is a market and this is a company that can be one of the rare companies to graduate from the hundred million dollar status to the billion dollar and so i'm really proud of what we've accomplished but at every step of the way all you can do is focus on customers and continue to be attached to a secular trend.
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that trend is every company out there needing to focus on building great digital experiences for their customers in order to compete in the modern economy and that's what we do. >> i own a couple of restaurants. i wish that people could just text me and find out the availability it is. you did it. >> right we just launched a new product actually a few months ago called conversations which is exactly this idea. that, you know, it's not uncommon today, right, a few years ago it was novel when a company could text you, maybe your table is ready for the restaurant or flight is boarding or any of those kinds of things and several years ago that was amazing and we luckily power a lot of those companies but nowadays we're starting to see companies where not only they can text you but you can text them. and that's the nature of a conversation and that's how you actually build relationships over time. it's two-way. >> it always bounces. >> yeah, how many of the notifications say do not reply.
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>> dnr >> did nr. >> have a question, email us i'm right here in the text message but the leading companies are figuring out if you create the dialogue it creates great customer relationships and ultimately creates loyalty in customers when they feel connected to you and there's all these companies, you no he, nordstrom as an example where i've been able to text with my sales associates and when i -- i needed a suit and i was able to text them and say i need a suit in a hurry and did the whole thing over text message, stopped in, tried it on, perfect. boom it was amazing and we're seeing that repeat, think about tesla tesla is a company where you can text the service manager if you actually need help like your car is in service like they might try to call you and your phone rings, you don't answer then they can text you. we need to replace that. it's going to be 100 bucks is that okay the companies who understand how to build a great customer
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experience are figuring out text messages not just one way is just the beginning and building the relationship is a two-way thing. >> you must be very proud. you have 161,000 customers that you're doing this two-way, right? >> right. >> this is extraordinary i remember when you told me, jim, beware of our concentration, you told me to be beware of the concentration, i didn't have to till, that's done, top 10, 13%. the thing you told me to worry about is no longer an issue. >> we did that by building the customer base quantitatively, 161,000 customers but growing the nature of all those accounts and tipping to grow the revenue around them. >> you continue to try to teach people how to code quest 3. you care tremendously everyone knows how to code the single gaining factor between the haves and have notes >> this is up a cool innovation. we challenged our team to say how can we make it easier for developers to learn twilio and
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even if it's their first time writing code learning how to code and our team built a literal video game that you can download to your computer called twilio quest and absolutely fun fickal universe where you have to -- you have to defend the cloud against the enemy which is the legacy systems and you actually in the process of doing it you learn how to set up your development environment, you learn how to write code and send a text message and all tremendous amount of fun we've been hearing from people as young as kids using it and as old as a 79-year-old developer who is now retired but he's keeping up his skills and he's playing it to learn the latest stuff and building apps and have seen a wide variety and earned 5,000 experience points by doing these questions. >> i wish people knew how important it is to know code younger generation people who watch the show, learn how to code and also look for companies that are charitable, that subscribe
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to a 111 plan. you do >> yeah, we took the 1% pledge several years ago before we went public and what that means is that we've committed 1% of the equity of the company to create good in the world around us to fund twilio's social responsibility efforts just recently we launched a program to help twilio power hotlines that are bringing out crisis response and prevention in the world so we noticed organically a lot of these organizations like rain who helps victims of sexual assault or helping people in their moments of mental crisis or partnership for drug-free kids were using twilio to power communications for people who need help and the moment they need help so we committed $5 million to help fund and to get these organizations with modern infrastructure to be able to use voice and text messaging to help the most vulnerable people in our communities. >> my daughter was that until
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she recently started teaching, suicide counseling it's not a lucrative job and need the best people possible. let me ask you, obviously the group's been scary business just goes along it's not like you did that secondary but was to be able to raise money and did acquisitions, astounded at the fear that people get for twilio even when things are going so strong >> well, we just focus on the long-term. for us we focus on customer, helping customers achieve their goals and focus on attaching to the biggest trends that are going on in the industry which is every company needing to use digital to connect with their customers. when times are good, when times are bad every company needs to focus on growing their business, making their customers happy and making their customers repeat customers and loyal and that's the business we're in. >> last question, kind of an odd co-indianapolis dense, jeff immelt joined the board. actually at the time when the stock hit the high what does he bring
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because you know i follow lahr which culp and ge and ge has become controversial some of the things mr. immelt did seemed controversial is he additive >> jeff is amazing he is a world class leader think about the number of people in this world who led organizations as global as complex as enterprise focused as jeff has he brings a wealth to the table. as twilio continues to penetrate the enterprise he brings a tremendous amount of experience to the table and already in just the three months or so he's been on the board been tremendously additive and valued. as a ceo and the whole company. >> i'm glad he's helping great to see you thank you for doing all the charitable things. thank you for teaching people how to code which is again the way that the -- this country has to advance, everyone, including me because he showed me to learn somewhat how to code and get better and better. jeff lawson, co-found, ceo and chairman of twilio "mad money" after the brake.
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even though the market managed to stabilize and work its way higher today you know what, come on. we're still in a precarious position i think you need to look out for stocks that have been able to hold up when the average gets hit. there is a real possibility we'll experience for main of the we're still overbought just barely and that's why we're going off the charts with the help of tim collins. a brilliant technician, my colleague at realmoney.com to get a better read on a name behaving surprisingly well, household name, whirlpool. they've gotten hit with a pair of negative comments by analysts whirlpool held up fine in fact, collins thinks this minor selling actually ended up creating a more bullish
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technical setup that could give it an up ward trend of 10%, maybe for. their weekly chart it paints a pretty clear picture of what's going on over the past year it has been a whirlwind of volatility. the stock has bounced around between 100 and 100 which is a pretty wide range. since the start of 2019 though collins points out it made a series of higher lows. we'll get to that. see, but it's going, going, going and look at this this is what's really important. even had a hard trouble breaking past 150 so a rising floor of support, all right a flat ceiling of resistance creating what is known just so you know because if it's new to you you want to know this is called an ascending triangle and that is a reliable -- not the strongest formation in the book but a pretty reliable pattern and when the floor of
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support is rising it typically leads to an upside breakout so you would expect this to happen. when you see that pattern. after today that breakout may actually have finally arrived. the full stochastic oscillator down at the bottom, very important, momentum indicator. it just now made a bullish crossover where the black line crosses above the red one. every time that has happened in the last 12 months whirlpool has rallied. nice sign but the oscillators only at 55 and that is a lot of room before it gets too overbought i fear overbought stocks there is another way to look at whirlpool's weekly chart late last year the stock made a w-shaped bottom. see? and then the steep decline followed by another decline and even bigger bounce looking at the recent action here collins thinks we're repeating that same "w" pattern.
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in fact, right now we are already in the second bounce which means whirlpool could have a lot more room to run second bounce here, second bounce here. so how high could this thing go? check out the daily chart. over the past couple of months whirlpool has been making what's known as a cup and handle formation. and even more reliably bullish pattern than the other one where it pulls back and bounces forming the cup. the cup with the "o" line and after that rally it trades a little bit in the time channel forming the handle for the last two weeks whirlpool has been macing a handle and expect it to break out to the up side which normally happens after this select pattern there is even a formula for this based on the depth of the cup whirlpool believes -- collins believe they could trade as high as 170 up 20 points from where it's currently trade the. worth buying options for
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the weekly chart is a little less bullish you still get to 167.50 when you average them out one more thing if you look at the left-hand side of the chart you see volume by price bars, typically they don't cover this. they show us where the bulk of trading has occurred over the past four months a ton of stock changed between ha hands 148. second with the stock at 150, most miers are now in the black. that means we don't need to worry about them selling aggressively into the next rally. they're not trying to escape from a busted position collins told us that he wants to see whirlpool close above 150 or 152 before he's will to go pound the table. today we got that above 150. that means the stock could be making its move. once the breakout starts and may have started already collins thinks it will be smooth sailing to substantially higher levels
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collins is saying buy whirlpool. he does point out if it pulls back between 144 wait for a steeper decline or below 135, abandon ship it looks like it has started for now. above 150. could be on its way to 165 or even 170 bottom line, whirlpool recently got hit with a downgrade and the stock barely blinked now collins suggested it could have a lot more room to run you could do a heck of a lot worse than owning this number one appliancemaker that has a greater than 3% yield. charles in maryland. charles. >> caller: yes, good afternoon, mr. cramer keep up the good work you're doing? thank you. >> caller: very much so. listen, quick question regarding home depot and lowe's. home depot's valuation is significant and lowe's is in the same arena this they are my question is, we've had a home
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depot defection to loews, would it be an equal play to go from one to the other in terms of picking share prices pfizer, i have a position in, is it worth holding on to >> the problem, the problem, these are two great companies. and you know that home depot is running incredibly well. i think that marvin alison is doing great things at lowe's but it's in the early phase of its turnaround i will bless lowe's as a turnaround and home depot as one of the consistent companies made up of walmart, home depot and the unassailable ones. >> how are you doing in sacramento, john >> caller: you're a mind reader. we got an issue out here in sacramento with the foothills and the pg&e and power being shut off on everybody. thousands are without power for
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days at a time, restaurants and everything hospitals, everything, so my question to you, i investigated, did my homework and decided they have a generator in your house, blah, blah, blah, hooked up to power -- natural gas or propane so we didn't get generac but got tearx. what do you think of it as being a competitor of the up coming generator of electricity in california from pg&e >> i would say okay. too much of the business is not from here and the business also has other add peblgs that people say you must sell in a slowdown so i will have to say -- >> don't buy. >> i like the thesis but the reality may not pan out the way it's supposed to the chart suggests you got to give whirlpool a shot. doing surprisingly well. those who are option inclined maybe take a shot at it.
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food waste costs $2.5 trillion a year one company that is really trying to solve the problem. then it may be the one that got away but i'm explaining why benioff and iger let twitter go and all your call, rapid-fire in tonight's edition of "lightning round" so stick with cramer. do you have concerns about mild memory loss related to aging? prevagen is the number one pharmacist-recommended memory support brand. you can find it in the vitamin aisle in stores everywhere. prevagen. healthier brain. better life. a new kind of credit card. created by apple, not a bank. with a better way to track where you spend. a new level of privacy and security. daily cash you get back every day. and no fees. not even hidden ones. oh, and if you happen to be somewhere
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wow, i got to tell you something. this is one of the most exciting stories. we spend a lot of time here with incredible opportunities in the plant-based meat business. they're terrific but not the only interesting technology going up that could upend the food industry. appeal sciences, privately held company, number 48 in the disrupter list it takes left behind plant materials, leaves and peels and blend them into a shield to spray on fruits and vegetables and doubles the time before it rots no wonder some major players like costco and kroger have already started selling their avocados and now apeel is working on asparagus and it
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saves awe -- you a lot of hassle james rogers is the founder of a apeel to learn how it works. welcome welcome to "mad money. a lot of times you have disrupters have you an interesting idea and hope to get it into a big outfit you just landed kroger this is for real. >> 2500 stores, kroger, the larger grocer in the u.s. >> what they get enawe get. >> well, the key with apeel we use food to preserve food so what kroger gets out of it when someone walks into their stores they're able to pick up apeel avocado and get something better for them and their family and better for the planet. >> tell me how it works. my friend, ben, a research director says you use the scraps, stuff that would be thrown away and wrap it. how is that possible >> yeah, so every plant on the
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planet has a protective barrier on the outside so we take that material and we recycle it back into a barrier that we apply back to the surface of the produce and that allows the fruit to slow down the rate that it ages by a factor of two, three or four time. >> an avocado, we use avocados for my small plate restaurant and you have to throw them out all the time because they don't last long. >> they've reached internet meme status the joke of the volcano, noavoct now, not now, too late >> are you actually selling these wares or do people call in and like did costco call you >> we go director to the retailer and set up contracts with them then we go out and power their supply network with the apeel application systems and that allows them to deliver 52 weeks of fresh produce.
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>> you had a grant from the bill and me linda gates foundation. how did they found you. >> we found them the idea was we could find a way to reduce the amount of waste that was happening on the farm all the way to, you know, people's tables and the challenge is that today in the developing world, most people don't have access to refrigeration and refrigeration is the tool that we've used in order to get waste down to the 40% numbers that are still alarmingly high so the opportunity to use this plant-based solution to reduce that perishability from farm to table is how we win. >> how big is the applications avocado. asparagus. >> yeah, asparagus is a huge deal most people don't think about it but asparagus is the most polluting vegetable because it's air freighted. we grow it and put it on a plane and so the opportunity with apeel we now apply the product, mutt it on a boat and ship it into the country, a tenth of the cost, eighth of the co2
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emissions. >> how do you make money >> waste waste affects everyone and -- >> i mean like why would i pay you and say listen, i want to you do this out of the goodness of your heart. >> that's the core of it, right, is that this -- right now one in nine people are going hungry that is a problem that needs to get solved but it's not charity. the waste right now we're growing food, we're shipping it and there's a big fraction of it that's going to waste. >> what is the raw cost of how much -- shield's cost versus what you can sell them for. >> no additional cost to the consumer because there's so much waste in the system today. we're able to reduce the amount of waste at the store to an extent grocers can pay us to apply the product and able to maintain their cost or reduce it to the consumer >> okay, so i know that if you're in costco and you're in kroger you'll be everywhere. should i expect one day that it's going to be walmart
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it's going to be -- i'm listening to you if walmart is listening which they do they have to say, why are we spending so much having stuff go bad when we can use apeel? >> this is an issue that goes beyond walmart $2.5 trillion problem internationally. this food loss and food waste issue. if we can make the slightest dent in this it's a huge business. >> the last question i have, the most natural is amazon whole foods. where are you with that? >> so we've been working across the grocery sector you can imagine this doesn't just impact the walmarts and costcos and the krogers of the world but because the materials we use are found in every bite of fruit and vegetable it stays organic so perfect solution for the amazons and whole foods of the world. >> a matter of time before they recognize split just the like categories we work not a matter of if but when. >> don't you like what he's doing.
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james rogers founder and ceo of apeel. making it so that more people can eat. we need that certainly "mad money" is back after the break. tv announcer: it's just as powerful as the lexus rx... as many safety features as the rx, the new... the lexus rx has met its match. if they're talking about you... you must be doing something right. experience the style, craftsmanship,
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>> announcer: "lightning round" is sponsored by td ameritrade. it is time it's time for "the lightning round. >> buy, buy, buy >> sell, sell, sell. [ buzzer ] >> and then "the lightning round" is over are you ready, skee-daddy. time for "the lightning round. romani in california how are you? >> caller: i'm doing well. i love your show a question about the health care stockwell tower. >>i don't want to invest in senior real estate unless it's have ventos and deb cafari. >> john. >> caller: i retired five years ago from long island, new york
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and i'm doing pretty good with my mutual funds and stocks. >> good. >> caller: and i never cashed in my dividends i just roll them over. my problem is my wife owns stock in dollar tree and it's doing really good but she's had the stock for 20 years and never got a dividend >> well, but it's a great growth stock and it's doing really well and we just spent time with dollar tree and merged with family dollar. i think it's a buy i think you're doing well and she's doing well daltrey in georgia >> caller: how are you doing >> i'm good. how are you. >> caller: i'm doing well. i'm calling today in regard to hall by hurten, ticker hal. >> we are not buying any oil or oil service stocks eye not putting you -- >> the house of the house of pain >> i need trudy in oregon. trudy, trudy, trudy.com i hope you know how much we love you. >> thank you, trudy.
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i love oregon too. what's up? >> caller: good. come and see us. here's my question i was -- i'm really mad at myself that i sold shake shake at 75 and it's up over 100 do you think i should buy back in >> let it come down. it's about too hot since they reported last quarter. it has time to come down i'll caution against buying it and take a pass. julia in new york. julia. >> caller: hey, jim. my question is on crowdstrike. buy, sell or hold? >> i like crowdstrike. i was a little let's say thrown by -- it came up in a press conference with the president. i wasn't sure whether they were thinking crowdstrike or -- strike i need joaquin in california >> caller: hey, jim. boo-yah. >> boo-yah so, yeah, the stock i have is six flags.
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what do you think about adding it to a dividend portfolio >> i think six flags is fine i think it's fine. it's going to do okay. this group has been problematic of late. there's some weather issues. i do like cedar fair more just so you know and that, ladies and gentlemen, is the conclusion of "the lightning round." >> announcer: "the lightning round" is sponsored by td ameritrade cramer's exclusive ceo interviews, full episodes, analysis, even your own sound board. plus special access to "mad money" 101 with rules and techniques to break down the market for all investors. >> the red flag that makes me drop a stock immediately is -- >> it's everything you need right when you need it the new "mad money."cnbc.com ♪♪
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back in 2016 when twitter's stock had been beaten down to the teens and the company was there for the taking, two of the smartest executives in america chose not to buy it. both bob iger, disney and mark ben yacht at salesforce passed on it even though the social media company made a remarkable comeback since then. they stand by that decision. are they just fooling themselves or do they have a point? look, this fall we're blessed
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with two incredible autobiography's iger's ride of a lifetime and benioff's trailblazer. they save the juicy stuff until after they retire. normally with this kind of title the only joy to the process is, well, the book party, i'm 0 for 1 on that and occasionally salacious anecdote told and retold during the order use book tour but these aren't like that. both iger and benioff have written living breathing judgments of their own careers worths and all into their autobiographies, they're remarkably candid. the decision not to buy twitter in the fall of 2016 when the stock had collapsed to the m midteens thanks to a severe drop in the business and the dysfunctional unwieldy amalgam of extraneous properties they both passed on twitter and i'm not sure either of them are truly getting the negative implications of not pulling the trigger themselves i don't think they -- i think they're wrong.
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benioff describes how he waded into salesforce because he loves the company and the shareholders, they didn't want this thing to happen at all. pretty spot-on met that for that falling for the way the investors reacted to the idea. iger looked hard at twitter. he couldn't reconcile the clash of styles between the gentle and sweet disney and mean-spirited harsh world of twitter both of these extraordinarily successful ceos are glad they dodged the twitter bullet but was there really a bullet to be dodged feels like they dodged a big pile of money. they were considering an acquisition and twitter's fortunes seem to be declining by the day but manage thement putting a turnaround strategy in place that ended up making fortunes for any shareholders wise enough to stick with them the idea, what would disney have done with twitter?
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it would have made espn plus indispensable to fantasy football players, gamblers and men who doesn't care to play the direct tv season ticket price. twitter's sweetheart deal with the nfl made this a no-brainer for disney as far as the meanness of twitter, i don't see it as a deal breaker, you could use artificial intelligence to clean up the platform. it can work. how about marc benioff at salesforce he had two ways to win first buying twitter would give his sales cloud an unbelievable proprietary database of what's trending and what's working at that very moment so he can help his customers. that's the whole theme of his autobiography. twitter's direct messaging system would have give viewers instant access to all banks important to his book of business how many times has your credit card been declined when you're overseas because you can't prove who you are. secure direct messaging would change that instantly. think of twitter as its fabulous
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306-degree support class at the end of the day they both botched this iger's case he missed the twitter opportunity because he saw an image problem benioff, he couldn't get the shareholders on board. still acquiring twitter would have been a huge win for either of them and not just because the stock skuubsequently caught fir. they shouldn't be talking about how twitter is a bullet they dodged in reality it's the one that got away stick with cramer. (in dutch) tell him we need this merger. (in dutch) it's happening..! 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. man: can i find an investment firm
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that has a truly long-term view? it begins by being privately owned. with more than 85 years of experience over multiple market cycles. with portfolio managers who are encouraged to do what's right over what's popular. focused on helping me achieve my investors' unique goals. can i find an investment firm that gets long term the way i do? with capital group, i can. talk to your advisor or consultant for investment risks and information. talk to your advisor or consultant by the way, she's the it wasnext mozart.g day. as usual we were behind schedule. but sophie's enthusiasm cannot be dampened. not even by a run-away donut. we powered through it in our toyota prius. because a star's got to shine, no matter what. it's unbelievable what you can do in the prius. toyota let's go places.
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but we're also a company that controls hiv, fights cancer, repairs shattered bones, relieves depression, restores heart rhythms, helps you back from strokes, and keeps you healthy your whole life. from the day you're born we never stop taking care of you. two good quarters tonight. we have j bill, a contract manufacturing company. very important for the whole chain of tech. really good number and k.b. holmes remember, we've been thinking the housing stocks have been terrific so far we are really hitting it right. i always say there's a bull market somewhere i promise to find it right here for you on "mad money. i'm jim cramer 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." ♪ ank are entrepreneurs with an easier way to make fire. -ooh. -oh. fire. hello, sharks. i'm konel banner. and i'm frank weston, and we're from riverdale, utah, and our company is insta-fire. and we're seeking $300,000 for 10% of our company.

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