tv Mad Money CNBC January 24, 2020 6:00pm-7:00pm EST
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my mission is simple -- to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to save you some money. my job isn't just to entertain but to educate and teach you so call me at 1-800-743-cnbc. or tweet me @jimcramer. i've been warning you that investors have been way too cavalier about this coronavirus and that it would weigh on us like an anvil until china gets
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control over the outbreak and that's exactly what happened today. dow is slipping 170 points, longest losing streak since august, s&p dropping and nasdaq dropping what history teaches us, the averages could go lower still in the authorities don't put as lid on this epidemic in the end this market wants answers and the chinese government is not being forthcoming how this disease is contracted or how it can be treated if at all. while public health officials are adamant that china's handling the coronavirus better than they handled sars, which of course almost one tenth of the people who got sars died, i've got to tell you that's a pretty low bar. and all of the positive commentary about the transparency over there, reminds me, again, don't trust mainstream media on china. they're almost always too positive and therefore wrong we keep discovering whole new places where more deaths occurred when we thought that it wasn't happening now, going to next week this illness could eclipse the many
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earnings stories we have coming up it is a big week it's one of the biggest of the year and it's a week where i try to get no sleep that's right, no sleep now that i've rebranded the -- myself as jimmy chill that might be too aggressive. if we aren't freaking out about the coronavirus on monday we're going to be able to focus on something positive, earnings from dr horton the industry has seen a major pickup, since the fed cut, i bet d.r. horton is going to say the same thing if we have any sort of control over the virus, say sunday night, monday, this one could go higher and it could take the whole group with it. on tuesday, huge day, united technologies reports and we're going to get an update on both china where they have a gigantic business, especiallio tis elevators and boeing 737 maxwells talk about transparent, he is that maybe we buy some united
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technologies on monday if we have a coronavirus based selloff. i want to hear also how the raytheon merger is progressing can 3 m sustain weaknesses, let me put this way, many negatives are finally being baked in but positives have been obscured by this water contamination, which we know is horrendous. i bet you'll see positives, but i'm not jumping up and down. best chance of reporting upside surprise, a stock i don't talk about enough, hca health care. hospital chain it is a delivery machine, you have my blessing to buy it if the market goes down on monday after the close on tuesday we hear from the most important company on earth, yes, we hear from apple, which i told you dominates all indices now. as apple goes, so goes this market lately apple's been unstoppable. i worry it's run too much, i've
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seen many high flying stocks go lower on even the greatest of numbers. i'm expecting to pick up an apple services revenue stream and i want to hear appraisal of lifetime value of satisfied customers. we need that number. when someone buys an apple iphone, what can they be counted on to buy afterwards a chance the stock will keep climbing everyone knows the iphone 11 is doing well if management is all circumspent, i recommend waiting if you don't already own apple not changing my view to own apple and not trade it let's wait for a better entry point. we'll hear from amd, better entry points, another one that's rallied. can the ceo keep the amd train running? she'll need to deliver spectacular results. amd has advanced endlessly on every piece of news, great news
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from intel, a great quarter. their business is on fire. the last time this company reported, she delivered a great number but the stock did nothing, even dropped. i told you to buy it then hand over fist. it's 52, good call great expectations story, now, steel yourself, head fake that it was down, let the stock come to you can starbucks take out its old high last time it reported an inline result and then -- the head of commerce said things regarding it being slowing and we spoke to kevin johnson at the air force academy, he said the stock's gained $10 coronavirus, if you're barricaded in your house you won't be going out for a triple venti anytime soon how pad things are from boeing or how good. we don't know. we'll get it from the horse's mouth. david calhoun's first earnings
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call as ceo. i care about the cash flow one thing to say they'll stand by -- another thing to have the cash flow to back up the dividend i want to hear what happens in terms of borrowing if things don't go as planned with 737 max. most importantly, boeing got late day good news that the faa may have approved the max to fly sooner than expected, a story that turned around the stock and also the entire market it is very encouraging to hear that the faa is pleased with anything boeing does we hear from general electric too, and a bunch of analysts are warming up to this one obviously it's got some problems with long-term care and an ailing power business. let's say under control. they have 737 max business but one of boeing's biggest critics say the stoppage could be good for ge earnings. we have a turnaround this year,
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not necessarily this quarter after the close on wednesday, we have facebook and microsoft, the best reports this whole quarter. pushbacks, i debated replacing netflix with microsoft that's how much i like this one, to give us a whole new acronym since it's now alphabet, not google, you've got an "m," an "f" and three a's. what can you do with those letters on twitter facebook stock has soared here i think instagram has become the single best way for advertisers to reach pretty much anyone. planning, google, and amazon hard for facebook to keep the expectations but they probably need more capacity everywhere to keep up with high demand it means more spending don't forget goldman sachs has its first ever analyst day on wednesday and i think it will be
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beyond illuminating since apple already reported they may give you -- lift the skirt a bit on this apple credit card i have $48 i spent yesterday on it this is the new retail oriented goldman sachs could get a higher price -- finally able to explain what's driving the bottom line, which has been obscured by the old reporting strategy that by the way existed when i was there. thursday's chock full of opportunities, coca-cola reports, i bet it will be a great number interesting stock to buy if we see huge coronavirus induce declines that's a real possibility. china wouldn't be imposing this big quarantine if they had it under control. viewers looking for a steady source of income -- after the close, we get amazon they're in spending mode, for same day delivery and for india, and wall street can never get its head around when they're in spending mode. if amazon gets hit, gift upside surprise you'll get one
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from western digital strong demand for flash memory, it's cheep, it can go higher finally on friday we hear from exxonmobil and chevron few things are more hated than oil right now. the executive takes climate change incredibly seriously, but at the end of the day he runs a fossil fuel company in a world that's turning against fossil fuels. bottom line, we've got a huge number of companies reporting next week but the biggest story by far will be the coronavirus outbreak, i expect it to give us a nice buying opportunity if a high quality stock gets slammed and that stock has nothing to do with travel or with china, then use the overall decline to pounce on it go to chuck in tennessee, chuck. >> caller: yes, jim, thank you very much. >> my pleasure. >> caller: chuck in nashville, tennessee. we are the cardinal of stocks. >> all right >> caller: i have a large position in walmart. i've had it for about 14 months.
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however, in the last 52 weeks it's down about 14 points. i know it trades next month. do you think it can gain some traction >> i think walmart's fine, doug mcmillan has done amazing things i think it's not really levered to what's happening with the coronavirus. i'm actually tempted, i was actually tempted to recommend the stock. i want to see a little bit more decline because it's such a big part of the market and maybe come down because of the krona dominic in california? >> caller: my grandson has a question for you. >> sure, man >> caller: i'm a 14-year-old vet, i love watching your show i'm calling about a stock doctors 12 special difd dend, january 23rd, yesterday, a pay date of january 31st i picked up a lot of shares a few weeks ago, wondering if i should buy more or take -- >> no, rick hill ran that
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company. rick hill was charmed that everything he touched is going to be good i had a corporate governor es conference where he said he would make it great. he walked me through the norton life lock. extraordinarily good don't sell, we're buyers lots of earnings next week, but they'll matter less than the coronavirus. if you get a selloff, i don't want you to fear it. it will ultimately be a buying opportunity. this will be solved. but not until the chinese are more forthcoming ""mad money" tonight, who is the winner in the banking -- lchlt brands was fifth worst performing stock what is the four upgrade so far in this young part of 2020 single for the stock close look stock up over 600% in less than 3 1/2 years, i'm reveal the name and what you should do when i turn in my homework.
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simple. easy. awesome. call, click or visit a store today. sick and tired of overvalued stocks this would be a great time to buy maybe a bank stock a group that sold off hard even though most of these companies reported fantastic earnings. city dpr citigroup, all being hammered mercilessly. not a good time for the overall market i want to focus on fhn, first horizon. memphis based regional bank run by brian jordan, ridiculous how cheap this stock is. if you don't know first horizon, watch it more often. bizarre dichotomy going on
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withering on the vine. the financial technology stock is like a mastercard visa, square, paypal, much higher valuations. no matter what first horizon does it seems like this market has no taste for a well run regional bank with a 3.4% yield. fastest growing regions and does it cautiously and well so i say forget -- do this consider utility for a second. one that grows 2% compounded clip first horizon doubled its dividend very little economic sensitivity. didn't go down when the federal reserve cut rates. they saw it coming first horizon is in memphis. hottest banking market in america right now. tennessee has caught fire since tax reform killed the state in local tax deduction, making it
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more expensive to live in high tax states like new york or new jersey or illinois it's taken over iberia bank, no question brian or-januajordan we running the show another high quality area we love, the l&g area, the exports that are coming, yeah, louisiana, texas too small but in the right spot. and they picked up some divested sun trust and bbt branches in virginia, north carolina and georgia and they already had a solid footprint in florida that gives horizon, right here, this is pretty much maybe the best area in the entire country to be a banker at. contrast that with utility we like, the largest transmission, a.p. 6% growth rate. lower than first horizon, unlikely to buy another utility
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to boost its growth. expensive, sells at 23 times earnings first horizons sells nine times earnings what world does that make sense? only in the mad house. problem, first horizon trades with the rest of the accursed regional banks one bank simply can't distinguish itself from another. on top of that the market is overly in love with financial technology and overly disgusted by the regional banks. unlike any other industry the regionals get zero credit for faster growth relative to the rest of the financials brian jordan, one of the best bankers in america cannot distinguish himself in the eyes of the stock market. so most money managers he's just another banker we wouldn't put just another banker on this show, believe me. can you take advantage of this anomaly? at one point i thought the market would change its stripes. i was wrong, not anymore jordan can't take first horizon private either too big to be acquired by another bank, except the majors. the regulators would step in to block that the only way i think that first
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horizon can stand out is to pay a much higher dividend for all that, brian would have to sacrifice some of the dprout that would make the stock appealing in any other market. given growth investors aren't biting here it might be the right thing to do. stop fretting how the markets are overpriced and start looking for anomalies, that are way, way too cheep. there are more first horizons out there. than you think stick with me. ♪ limu emu & doug
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♪ a funny thing happened over the last few weeks, the analyst community has fallen in love with one of 2019's biggest losers, company called l. brands, the parent of victoria secret and bath and body works fifth worst perform, s&p gained 29%. l brands is the kind of mall based retailer mightily struggling in the recent years store sales are atrocious. the future looks grim. the ceo lesley wexter faltered of late, lost the touch.
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distracting connection to the late jeffrey epstein but so far this month the stock has been on a roll, caught not one, not two, not three but four upgrades, right now, including a rare sell to buy double upgrade from barclays yesterday. we've got to look at what's happening here what is going on first, understand why these upgrades caught me by surprise l brands is disaster, stocks plunged from $98 in 2015 down to $20 and change today they have a major presence in shopping malls all over the country. the steady decline of the mall has crushed them their location is bad. we've seen this story before, mall based retailer can't adopt -- rarely ends well. it's not just that, the location companies also made serious blunders over the years. recently as two years ago management was opening shunning digital expansion strategies, the ceo finally predicting that america's obsession with their
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smart phones would fade away bad call worst of all, past two or three years the victoria secret brand has collapsed, already struggling but things have gotten much, much worse. it doesn't really fit in the current -- they cancelled their annual fashion show last year. remember how hot that was, all the guys in wall street would sit around in terminals, pathetic there's a ton of new competition, from companies designed to operate online, like third love, true and company, trust with two t's, not all that familiar with those, but my cracker jack staff filled me in that's right this has been going on for a long time. management attempts to turn things around, repeatedly failed sold off their canadianling ray business, fired ceo of victoria
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secret worth noting that bath and body works, which i like to shop at, by the way, doing very well. the overall business is a dog. you've got to ask yourself, where are all these bullish analysts coming from i think the bulls, they need prove to be ill advised. they've got a thesis ten months ago an activist hedge fund got involved, sent a letter to the ceo demanding changes in response the company appointed a couple new directors, recommended reforms and prevented a proxy fight. l brands reported a better quarter last may analysts were quick to point out the results were by heavy -- clearing the inventory by august l brands was able to
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deliver a bottom line beat but the store sales were down 24%. guidance was terrified stock got slammed. in september.management held an analyst meeting people were excited about. after that the stock started bouncing in november the company reported better numbers in the most recent results reported two weeks ago, downright disappointing. l brands did not have a good holiday season kohl's, c-o-a-l-s, no, k-o-h-l-s. the bath and body works has been remarkably consistent, maybe even resilient is a better word. if you could own that separately from victoria secret, it would be a great stock no wonder the activists at -- i think bath and body works is thriving because it appeals to the millennial love for
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self-care. a brand that's as in as victoria secret is very much out. i want to own a stand alone bath and body works but we don't have one. on january 3rd, bank of america kicked things off upgrading l brands to buy. they're arguing, say bath and body works is a best in class asset and they believe management has different opportunities to unlock value here i totally agree with that. they're hoping for a bath and body works spinoff as for victoria secret, positive catalyst if it gets so bad that management has to completely rethink the brand. next, on january 10th, deutsche bank took l brands for a whole new buy. now this is one of those outright it is so bad that it's good call. as they see it the weak results make it break up more likely the activist firm i mentioned, barrington, expires next month,
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pushing for a split, very important for the zeitgeist of the analyst. this past tuesday key bank upgraded l brands from equal weight to overweight argument may sound familiar, quote, we believe the stark differential in performance between victoria secret and bath and body works and lack of any discernible turnaround for victoria secret value transaction more likely. end quote. let's do a piece on this barclays came out with a double upgrade yesterday, get a sell, directly to a buy, don't go to hold, do not pass go and they're making the same case as everybody else. here's how they put it, i'm going to quote we believe change is afoot while we cannot be certain what form change will take, the status quo is not an option, end quote. and look, i get where they're coming from. l brands is cheap, trading at nine times earnings. and a spinoff to unlock the
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value of bath and body works would be a home run. i do think something is in the works here or you wouldn't get such a flurry of upgrades, doesn't happen here's the problem turnarounds take time and you can lose a fortune while you're with waiting for management to do the right thing i don't think it will happen overnight and i wouldn't be surprised if there's another dividend cut the pain from victoria secret is so severe. if it gets any worse i think the business will be losing l brands money. of course, if you're going to bet on a turnaround, get in early before there's any significant evidence things are getting better considering the recent track record of l brands, at this point i'm a tad wary about jumping on the bullish bandwagon. analysts upgrading the stock, calling it overzealous bottom line, i'll bless it after the upgrades, but turnarounds can be very tough and only buy this one gradually
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we've got this thing, options, actions, the show. do it with calls i don't recommend calls at all, but you're downsize protected. go back to the one i've been recommending since, i don't know, '13, go back to bed, bath and beyond that's another struggling retailer much further along in its turn and it has a clear flight path and better management to steer it there bbb. why? okay let's go to charles in new york. charles. >> caller: hey, jim. i was wondering if this is a good time to get into the gap. they decided they don't want to spin out old navy, is it a good entry point here >> i did a lot of work on it my problem is, why would you buy a faltering retailer that has a existential crisis too many stores in this country. some are l brands. another part are gap i like the gap i did a thorough deep dive on
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gap when i was in san francisco, that's where it's from i bought a lot of jeans and shirts and it was expensive and no one said a thing about it they looked and it was like, yeah, i feel like, it's like -- you've got to get more than ha i'm looking at my producer, i spent a fortune at gap, did she ever say, wow, wow, jimmy, you look good. no, nothing, nada. i wish i hadn't spent the money. i should have washed the jeans i had. there you go what does she say? nothing. >> nothing. >> nothing. >> nothing. >> jason in pennsylvania, jason. >> caller: hey, jim, jason, long time viewer, first time caller here. >> good. >> my question is about target the other day i was going to buy them at the dip, after looking at their three month chart but then i pulled up their six month chart, getting ready to buy it and i saw your classic head and shoulders chart.
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>> listen to me, jason, listen to me, that was bad what happened at target brian cornell, who is a good guy, has to come on "mad money" and explain a little more how this was the second christmas in a row we went and -- by the way, this was a major gaffe this was not a little miss this was a major gaffe i want brian on the show why? he was kind enough to admit, listen i didn't do it right. walk us through it, brian, let us go through that fabulous story you have and lay out the case about why it's okay to be in target. right now, i don't have one. i'd rather see you in home depot or walmart the analysts are suddenly in love with this thing, this l brands, got some decent things, but the main thing is it's got to break up. don't know when it's going to happen a turnaround is really hard, do it, buy gradually. not saying no to this, just
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saying we're a little late much more "mad money" ahead. school's back in session i'm turning in tonight's homework, and it could make you money. there's a real good stock that lauren recommended alw, like the law. does your portfolio have what it takes to handle the unknowns in the market let me be the judge. play the most popular guy, playing it for 19 years. it's called mi diversify rapid fire in tonight's edition of the lightning round she never looked at the gap clothes i bought, and i spent $200 stay with cramer coach saban convinced us. we are committing to aflac. why aflac? because health insurance doesn't always pay it all.
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one of my new years resolutions for 2020 was to be better about doing my homework, answering rg questions that stumped me in a timely manner, being more effective tonight i want to highlight a pair of names i got asked about on7th. first, lauren in connecticut wanted to know about ever bridge the symbol is ebvg i said i would circle back
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it's a close based software company since it became public in 2016. it ipoed at $12. now close to $90 we have to stay focused on these ipos it came roaring back with the rest of the industry in the fall i mean, that's good money. easy to see why lauren likes this one ever bridge makes critical event management software. basically they help organizations respond rapidly to emergencies, both to keep people safe and to keep their businesses running under adverse conditions when something horrible happens, a terrorist attack or natural disaster, clients can use the platform to keep in touch with business partners, leading player in this business, serving eight of the ten largest cities in the united states, pretty fantastic. we covered this one in homework item about ten months ago. i told you to wait for a
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pullback and then pounce the fundamentals were very strong but the stock ran up substantially. a few months later you got your buying opportunity look at this sometimes you have to wait but i say, listen, i want to wait for a lower price, i mean it, you got your lower price maybe wouldn't go back down otherwise but i want you to wait for the sweet spot that's a hanging curve what do we go with everbridge now? it's reported three terrific quarters in a row. growth rate is moderated just a touch. 33% to 35% pretty robust. plus side they have profitability. i don't really care for those, i like actual earnings that's been happening since the second quarter of last year and expected to generate positive earnings per share next time they're in port and brought in a new ceo. most recently he served as the chief operating officer at rack
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space, and that's a cloud infrastructure services company with a great reputation. most important, everbridge keeps winning important clients who have pedigree and have enough money to take -- search anybody and pick the right one they recently got an expanded role in florida's hurricane alert system, working on the emergency alert program in los angeles. and get this, goldman sachs chose them for all their critical event management software needs i've got to say everbridge remains very impressive business how about the stock? even though it's run up dramatically, actually cheeper, not cheap, but cheaper than where it was trading ten months ago. down more than ten bucks why? the forecasts have gone up and the stock hasn't kept pace everbridge now sells for nine times next year's sales estimates and less than eight times the 2022 numbers i know you're used to earnings
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per share. it can be viewed as sales per share. does not mean we're not rigorous still pricis but the last time we looked the stock was selling more than ten times sales. and customer profitability reassuring to me in my view, lauren, i like it. i think -- remember the cloud stocks can be incredibly volatile started selling off badly today. if you like everbridge it's a very good chance to buy some but i bet you'll get a better entry point later this year. try to be patient. and the new ceo, meredith, we'd love to have you on the show to hear more about your business. it sounds like you've got an exciting, well run company we need you on "mad money." next up, that same day robby in my home state of new jersey asked me about isee. and i said i would get back to
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him. a biotech company with white hot stock. new drug for retinal diseases. isee phase two clinical trials, multiple applications, testing it in macular degeneration, very big market, and something called star got disease, inherited retinal disease that can cause blindness. never heard of that until i did the research working on gene therapies, but extremely early, not in clinical trials yet can't count them when i look -- this is it, i am late to the party. i have no edge it's moot. this is a stock trading less than a buck last october, before exploding to $7 as of today. if you caught the move, i say congratulations, ka-ching, ka-ching what drove this? positive data on the lead drug,
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and over the course of three days it surged from 93 cents and it's continued to roar when you're dealing with small stocks like this one, ask yourself, did i miss the move? conveniently for me, initiated coverage, a $15 price target, allowing the stock to rally another 4% but, man, these analysts got to have nerves of steel i'm not comfortable making this kind of recommendation it's way too small, way too hot and too speculative, too risky to chase stocks like this, my discipline says you missed it. if you want to speculate on biotech, i prefer accomplished moderna doing the vaccines in san francisco, or -- beat on that one, still real good.
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it's okay. you missed it. "mad money" is back here he's a systems quarterback. where's the truck? what? parked it right there. male voice: what did i tell you, boys? tonight we eat like kings! (chuckling) you're a genius, gordon! brake! hit the brake! uh, which one's the brake? (crash, bottles smashing) stop! stop! sto-o-op! (brakes squealing) what's happening? what? there's a half of cheesesteak back there. with geico, the savings keep on going. just like this sequel. 15 minutes could save you 15% or more on car insurance. raccoon: i got the cheesesteak! apps except work.rywhere... why is that? is it because people love filling out forms? maybe they like checking with their supervisor to see how much vacation time they have. or sending corporate their expense reports.
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it is time and then the lightning round is over, are you ready. start with fidel in florida. >> caller: this is fidel from miami, florida first time caller, thank you for taking my call i also look the pledge my question is about american express. >> oh, that quarter was beautiful. the stock, i know, was up, and i don't want you to chase because i think that somebody's going to say, wait a second, it's too linked to the virus. but wow, and they did it with millennials, really signing up 50% of the new cards that business is great quarter is a good number go to -- up 8% or better growth. richard in new jersey. richard.
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>> caller: jim, neighbor, a huge boo ya from chatham, new jersey. love how fast you speak, my friend, great. >> thank you >> caller: i'm actually calling on a stock in insg. >> i do not know inseego, wish i did. less in north carolina >> caller: long time listener and a first time caller. >> all right. >> caller: we're looking to invest a little bit more in the medical sector with penumbra. >> hot as a pistol, $170 stock that i do not know it has just been fantastic i have to do work. i know it's involving strokes but that's not what you need
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you need better than that. i'm going to give you better than that. i'm returning on homework much faster bone stone and i will huddle john in massachusetts. >> caller: first time caller and i really love the show. >> oh, thank you >> caller: what i'm calling about is i'm a little bit perplexed on teledine technologies. >> i've liked it for many years. instrumentation, electronic, stuff, really good stock, i want to own it. and that, ladies and gentlemens, the conclusion of the lightning round. >> announcer: "the lightning round" is sponsored by td ameritrade i'd like to say -- i have an important programming announcement i've always wanted to say that i know this is "mad money," i
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know i am jimmy chill. >> allow me to break the ice. >> it is -- >> jim, great show, been a big fan for many years. >> i am a rock star. did you have something behind me >> yes, yes. s totally customiza, so you focus only on what you want. okay, it's got screeners and watchlists. and you can even see how your predictions might affect the value of the stocks you're interested in. now this is what i'm talking about. yeah, it'll free up more time for your... uh, true crime shows? british baking competitions. hm. didn't peg you for a crumpet guy. focus on what matters to you with thinkorswim. ♪
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the coronavirus has reared its ugly head on the average today and with several questions still unanswered, including maybe the chinese would tell us a little bit more about what's going on there's uncertainty the market can't seem to handle when you have a threat haunting the market an existential threat it's a reminder to have a portfolio to be defensive. and one of those ways is diversification. call me and tell me your top five holders i'll tell you if it's diversified enough we have a tweet from william on twitter, who says #am i diversified, apple, six flags, gilead sciences, smile direct club and chewy my friend, i don't particularly like this portfolio. first of all, smile direct is a short squeeze at this point,
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they added new product, people got excited, forget it i like chewy for long-term growth gilead is stalled. buy abvy six flags is the real problem. i mean, they have -- the china thing didn't come through, the balance sheet's in tatters, that must go right now. i mean, now. go with starwood properties. we like that guy starwood. and then apple, yes, that's good the only two i really like is this incredibly speculative chewy and apple. instead of smile direct, i don't know, a lot of good stocks that are, let's say, be a little conservative i like this clorox right here. they have something that kills all germs, all right, that could come into play clorox is the way i would go make those changes, please. next up, a tweet from kristen on twitter who
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says @"mad money," apple, main street capital, microsoft, amazon, store capital, #am i diversified. oh boy i mean, people are taking too much risk. there's too much risk. all right. all right, so store capital, i want it to be an epr, got a better yield and we've had them on, entertainment properties, it's better, similar situation. microsoft, we sat down with them last week, they're fine. main street, don't know anything, way too risky. apple, which is a stall wart, and amazon and microsoft, a lot of people will say these trade together they're separate companies i do not think amazon will shoot the lights out, they're doing same day delivery.
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this is a spend quarter, don't get down if they don't make the number the stock is acting as if they won't. there is google and microsoft pressure from azure. i'm willing to go with all three. give them some little -- go with america north, go with coned hey, go with first horizon, okay, please make those changes. that's way too risky can we go -- richard in new york richard. >> caller: booya sir jimmy chill. >> more chill today than he's been all week, my daughter from spain said she likes how i'm doing twitter. >> caller: it's all good listen, high honor to present my portfolio to the am i diversified show. >> absolutely. >> i'm playing along, and thanks to your years of good guidance, and clear understanding, these are withhat i'm left with going
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into my retirement the five are, facebook, netflix, apple, boeing and united health. >> you, sir, have game you've got game. i like this portfolio. apple, you know we talked about that, reports next week, expectations are high, the stock's run, i'm okay. i want to own, don't want to trade. facebook, i think they're going to have a monster quarter, and they're doing some good things that i think are making -- no longer public enemy, whatever, i think there's good things -- stop with the music, i'm not done here. i happened to like the netflix boeing, good news from the faa, could be approval and united health, monster quarter, health, aerospace, social media, we have a great tech company and we have entertainment. that's what i want
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a little risk, also got some reward, not all crazy. good job and happy looking forward to your retirement and by the way i'm still reeling from the -- who called yesterday, i'm so happy about that made me really happy she tweeted it go to my twitter file. gina -- shawna giana. like the box i don't know sorry. i made a mistake stick with cramer. ships. when you use location technology, you can see where things happen, before they happen. with esri location technology, you can see what others can't. ♪ doprevagen is the number oneild mempharmacist-recommendeding?
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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." ♪ neur with an easier and more appealing way to drink healthy beverages. hello, sharks. my name is carter kostler. i'm from virginia beach, virginia, and my company is the define bottle. today, i'm seeking $100,000 in exchange for 20% equity in my company.
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