tv Mad Money CNBC February 19, 2020 6:00pm-7:00pm EST
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on fedex dan takes it we'll do another one good times. >> final trades. >> i still have to choose fedex. number one. >> xhp. >> dollar gen, breyen. >> thank you, fie. 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. the averages rebounded nicely today thanks to the newfound hope that the coronavirus is something we can deal with.
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meet the new flu, same as the old flu, except it spreads faster and more easily the dow gaining 116 points, .47%, and the nasdaq .87%, record highs. but you know what, you know where the real action was, it was in the highest of flyers and the basis of speculative stocks. that's what withe need to focusn partly because of the coronavirus and the old guys will say, this is the top: i don't think that but i'm giving them their due what am i talking about, virgin galactic, plug power, and countless others that have become the darlings for younger investors. look at my twitter feed. read reddit, rather than reading the register for the news hour.
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speculation, i think it's good, even essential, essential to speculate on stocks, just part of your discretionary market you've got the retirement money, of which is completely wrong to speculate on, then you have a mad money portfolio, a group of stocks, within that group of stocks, you can have speculative stock. one or two i won't try to talk you out of treatment like this. only because that would make me a hypocrite. i never would have gotten positive and told you to buy the stock of tesla in the high 280s, i have a problem with speck haiti -- speculation, who believes it's not fair to make money in a stock like tesla, and you'd be stupid i don't feel like that that's many others who do. not me people went ballistic at the time i recommended tesla given that tesla is up 600 points from there, i think i did
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a pretty good job. the stock should stop being compared to the value of ford motor. in fact, i told you at that time to wake me up when tesla's market cap is more than double the capitalization of mgm taken together well, wake me up here we are. tesla is 168, gio with 50, ford worth 32 billion i think it makes sense right now, since we got picked at the level. now i think it is time you take a little off. a little, leave the rest tesla has reached my price target the thing about speculation, you need to be somewhat disciplined, i would sell as much as half here, and let the rest run why half because tesla has a spectacular move, up 120% in 2020, when a stock reaches your price target, you have to let some go. you can't revise that target up like a lot of antistalysts
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selling half your tesla, guess what will happen, lordy, you'll be playing with the house's money, which is the best way to invest you're working with pure profit, so you'll never be the fool. boy does that put you in good company because in the immortal words, and i'm not talking about warren buffet, i'm talking about the main ingredient, everybody plays the fool sometime, no exception to the rule. may be factual may be cruel, let everybody else play the fool i think it gets stupid that in mind, are you playing the fool if you buy virgin galactic, oh, my we got to talk about virgin galactic, spice of life. this one's tough i don't think you get the spirit
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airlines, i don't think that united goes. especially sir richard branson in orbit for the end of the year targeting 115 space flights in 2001 about to become a big thing. and from what i can tell, it's not an extremely full flight now, been incredibly thoughtful in this one, arguing that virgin galactic occupies extremely spares in the public economy last week they published a piece that the company might dominate or monopolize. how speculative is this thing. quite reasonable, when you look at the potential earnings for interest, taxes depreciation, amortization in 2030, that's right. they needed to look ten years out. in a clear day, with barbara streisand years ago, and since then the stocks rallied another 14 bucks
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yesterday i published a piece after the stock surged friday. this time i noticed gnat driv t driver was a not very important test flight. this thing has made a lot of people look like geniuses. credit suisse tried to bring you back to earth. published a piece, when the stock was trading at nine in november and you couldn't give it away. listen to this list of risk factors, given the unprecedented and untested nature of the business model, there are significant risks to investing in spice these risks include lower than expected demand, scheduled slippage of the first commercial flight higher than expected flight costs or an operational accident, end quote. people are very very very very very very very very excited about this thing i know this because i have seen virgin galactic pumped relentlessly my twitter feed and then on the incredible, let's just say, cannon of gospel, even of stock
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thinking, reddit, these are bad places to get information, but listen to some of this stuff, quote, virgin galactic going into orbit, have that one for free, cramer thank you poster then there's quote i'm up 300% in spice in three months don't you like the like. three months, thinking about dropping out of college. maybe you should or get a grammatically lesson encapsulates song. you can't make this stuff up anyway, this is what it says, quote, i don't know jim cramer, but i have a bad case of fomo and just bought some spice now, end quote, the amazing thing is the guy made a killing. he made a lot of money do you think he did? for all i know, space wars is a
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real industry. fomo guy and the enjoy thinking about dropping out of college, don't quit your day job either, chief, i think you ought to bring the register to some of this stuff don't get greedy i'm telling you, you don't have to do it all, but just some, and look, it's not just this one stock, you have end phase energy, up by a cool 42% why not, this is a company that makes micro converters turning solar power into electricity, and blow out quarter, 210 million in sales, 52 million of net income, and you know what, i mean, i know this was not done i would still trip a little. i think i could go higher. anytime you see anything higher, you also get to fellow travelers, you're never allowed to say anything about those. they advance this kind of news they are hydrogen companies, no one can resist them, if something good happens in alternative energy space i would recommend reading the register after these moves
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i know you wasn't. you'll hate me that's okay too. of course they aren't all full of hot air solar edge technologies is killing it worldwide with this innovative equipment they're having a hard time meeting demand, if you want to bet, if you want to bet, solar pin action, and then there's the very best, the golden calf, the yes, i'm talking about tesla tesla, itself, with the solar business that was supposed to be a meal stone, even albatross around the company's neck, turns out it's incredibly exciting, when you combine the tesla solar solution, the new batteries, you have the possibility of absolutely off that electric grid that is powered by 28% coal and all that gas
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all the things you and i hate if we keep the earth as a stake holder, those batteries might not need that much charging. when will we know more at tesla's quote unquote battery day, which is on some undeclared date in april. i bet it will be nuts. international battery day, call me in. okay very exciting they're a lot more interesting than something like sales force, nvidia, let alone, i'm not kidding, they're even more exciting than get this, z scaler, here's the bottom line, if you own a speculative stock that shot through the roof today, take something off the table and you have to buy yourself a beautiful cashmere sweater, as my mom always said you had to do after a big win at the ponies, you have something to show for it if the high flyers give back their games phillip in north carolina.
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phillip. >> thank you for taking my call, sir. >> my pleasure. >> i've got a sizable position in cedar fair, over five years this morning's earnings report was record setting in all respects, how do you feel about it, sir? >> cedar fair is a first class operation and against that, i would say six flags is a 6th best operation i think that the people who run cedar fair are going to do a good job, 6.8% yield, i like it ♪ heart play just like a fool ♪ >> there we are, the main ingredient, i thought it was the thing buffet and mueller put together, turns out no, it's exciting to watch high flying speck stocks take off. wing stop dropping after earnings, does the company need a wing and a prayer or is there another hope and buy and pay is changing, can the payment
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process turns plans to get into cash, find out, and is the coronavirus appears to be cause for concern, i'm buying one company working, don't miss my solution, ever bridge, stay with spice space, space, space, space, and stay with space >> >> 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 call at 1-800-743-cnbc miss something, head to madmoney.cnbc.com.
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what just happened to wing stop, the chicken wings chain has been a terrific performer in recent months, the stock rebounded from the low 70s in november to 101 yesterday. thanks in part to a strong analyst meeting. this morning, wing stop reported a confusing quarter that sent the stock down nearly 3% while they delivered a 3% earnings,
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sales were phenomenal, up 12.2% year over year, you saw the same thing with the full year forecast, system wide, growth this year, excellent but they're also breaking same store sales growth and that seems like a market deceleration, after opening down a couple of bucks, turned positive and ran out of steam, finished in the red, you got to wonder, who was right, the buyers or the sellers. the stock has been a big winner over the years, let's check in with charles morrison, the chairman and president of wing stop, more about the quarter and where the company is headed. welcome back to "mad money." >> good to be here, jim. >> all i can think of is you have confidence in your model because you have incredible industry leading margins and that's what i care about when i'm in the restaurant business so explain how much better you are than dominosd we
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do have some of the best margins in the industry no matter how you compare it, and a lot of it has to do with the strength of our brand and the continued growth we've just finished our 16th year of positive same-store sales growth, our core commodity product, chicken wings has been very stabl of years that's good for our brand, our franchisees are reinvesting with 600 restaurants in our domestic pipeline we continue to see the outlook for growth and the levers we have in front of us to drive this brand for a long time to come. >> meantime, i was shocked, 39% digital already, no one is near that >> no, in fact, we exceeded 40% in the first quarter alone, and if you look at the metrics a little deeper, jim, you'll see about 160 of our u.s. restaurants already are over 50% digital and handful over 6 #0%,
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wing stop a clear second in the race but growing fast. >> how is that door dash deal working out for you? >> fantastic we have a great relationship with door dash in that relationship, we have been able to make sure that each of the two companies are benefitting from the strength of wing stop's format for delivery. we have a high check average that's great for door dash we generate a lot of tip revenue for their drivers. that's great for the business and in turn, they deliver a high quality occasion, very consistent, delivering on the expectations of guests, which is most important for us, it's been a big win. >> i look at the proven and portable brand slide, what i'm struck by, you have ten in pennsylvania, 19 in new york, you have 5 in oregon i mean, you could multiply all of those by ten if you wanted to. >> we have a lot of whis spate e you hit on the keyword, portability, our brand has had success in any market we go to the key is establishing
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ourselves in the right areas, major metro areas, fortressing those by having great penetration that creates scale, leading to consistent restaurant performance and if you look overtime, our restaurants continue to comp up each and every year from the day they open all the way through their history, even our oldest restaurants in the system, so we have a lot of confidence in our ability to really penetrate those markets in the future. >> you have a lot of information about people i know you use sales force it seems like whoever owns your stores has really a good sense of who's coming in and what they need >> they do in fact, we leverage crm as a key capability to engage our core guests, we don't rely on loyalty systems, engaging, understanding what it is to drive their occasion and continuing to make sure they are taking care of their needs first and as we continue to expand our national advertising format, we're gaining new guests, people, coming into the brand who haven't used our product that's fuelling our same store sales growth, as we engage with
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them, that application is ready to go, and engage them for future occasions as well, which increases frequency and drives the long-term performance of th company. >> you talk about the possibility of 6,000 stores. this travels very well overseas, doesn't it >> it does i got back from europe, looking at restaurants in london and southern france. our performance has been fantastic out of the gates we opened our first dart kitchen in london. great success, the brand is resonating and taking off in that market. in france, people love chicken it's one of the highest and best chicken consumption markets in the world. we have had a great start. i'm excited about what our footprint and international are internationally. >> people have to understand, you can't just knock on a door and say listen, i want to own a wing stop. i have talked to you before because the restaurant business is hard. you have to earn a wing stop, don't you? >> well, you have to earn it, and the people who have earned it the most are existing brand
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partners, our franchisees, 90% of the restaurants we open come from our existing franchisees, 80% of our pipeline are from people who already own restaurants and are developing those. it's great to see our existing franchisees continue to reinvest it's the easiest way to sell is to sell to an existing customer and that's the way we have done it at wing stop and we're going to continue down that road. >> what i like about your model, at a time when it's hard to find labor, and you have to have people that haven't had much work experience or experience that wasn't good work and your labor model is so easy you're not trying to tell them to do a beyond chicken and a chicken and a drumstick and a wing and a boneless, how did you know to keep it simple >> well, when you have a brand that's positioned like ours and it's in a category all by itself and you really don't have a true competitor, it's easy to keep your model consistent, and introduce it to people who don't
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know it, and keep providing that product that people crave to our existing guests in a high quality format because our restaurants are so small, and 80% of our business is takeout, it's easy to operate and staff thes lot of great ten our restaurants, people who have been around awhile and that drives quality. >> the last thing i love about you, people say, well, i only need to be an a, you know, not everybody needs to be in a palace your beam walls work better than an awol for you. your rents must be pretty good. >> our presents are great. what other people might refer to as b minus real estate, it's low cost, a lot of availability of the real estate. we can expand over the years if we need to it's been a great strategy for us to hit the markets in the core, work our way out into the suburbs, and then continue into
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some of the tertiary markets around the u.s., especially, but for us, any site is a great site, and as we continue down our path we'll be looking for more strategic sites where we can capitalize on delivery, a growing part of the business and a big lever we're going to pull this year to be more stealth, perhaps, in our location strategy >> well, look, congratulations, charlie, i mean, you just keep delivering if i focus on a three-week period, i missed the gigantic move and i know better than to do that. charlie morrison, chair and president of wing stop great to see you. >> thank you, jim. guys, this is a long-term winner and when it's down is when you buy "mad money" is back. next on "squawk box," what fed vice chair sees ahead for the interest rates, the u.s. economy and the global impact of the coronavirus. a "squawk box" exclusive, tomorrow, watch and listen live on the cnbc app. - [narrator] at southern new hampshire university,
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that's why we're keeping our tuition the same through the year 2021. - [woman] i knew snhu was the place for me when i saw how affordable it was. - [narrator] find your degree at snhu.edu. doprevagen is the number oneild mempharmacist-recommendeding? memory support brand. you can find it in the vitamin aisle in stores everywhere. prevagen. healthier brain. better life. and when you open a new brokerage account, your cash is automatically invested at a great rate. that's why fidelity leads the industry in value while our competition continues to talk. ♪ talk, talk what do we do with some of the hottest stocks in this market that just keep climbing higher that a lot of people are
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mystified by how about the payment processors, think of the credit card kpaencompanies, pay pal, bs keep backing up the trucks for these stocks it's relentless. they belong to the financial tech cohort that gets a boost when the actual goes out of style. one area to another. a lot of hedge funds trying to mirror the sector waves, s&p 500. owning the thin tech, let's them have financial exposure without the risk of a real bank. i love payment processes, i think they have great stories. people continue to switch from paper to plastic it's possible the next generation won't carry cash in their wallets. why bother when you can pay with your phone there will always be transactions, handled bill visa, mastercard or american express the only problem, these stocks have huge runs, magnificent ones
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b you know what, while my gut tells me to be careful here, my head tells me to take a more quantitative, imperical approach we're going to the charts look at the tape with the help of bob lang, founder of explosiveoptionsdebt.net, part of the all star duo behind the street.com news letter, writes with me and the author of "know your options" because he can give a better read on where the stocks might be headed and he has had a great reputation with us, does a lot of public speaking, does a very good job if you see him around. lang has visa, mastercard in trifecta, and we own mastercard for charitable trust, follow by joining the club where we talk about it endlessly can these names keep climbing. let's start with visa.
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look at this will you. this stock has been roaring and surging to a new all time high today. visa recently broke out from a bullish flag pattern, a formation, and that's where the stock consolidates after big move by trading sideways, big move, sideways, once you break out, you have a substantial move higher i don't think this one is done, right. meanwhile, visa's volley has been solid for weeks, the shake in money flow down here, measures the level of buying and selling pressure the si buying since late november and they keep doing it i want you to look at the moving average convergence, we call it the mac d line that helps technicians detect changes in the stock's trajectory before that happen. lang points out that visa gave us a mac d cross over where the black line crosses above the red, and it's one of the most
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reliable in the entire book. after today's move, the stock at 213, easily could see it go up to 230 before it runs out of steam. how about mastercard, the big position for action alerts, full disclosure, we sold a little yesterday, why, it's just gotten too big. we can't have the mastercard fund excuse me. this cough has been bugging me no, it's just a cough. mastercard, you have a similar chart from the other credit card titan. mastercard experienced a powerful break up on very strong volume in recent weeks it was almost surreal because nothinthe same buy signal we saw in visa. see the cross. same robust shake in money flow, going back to the flow, and the cloud, it's a green space on the chart, technical tool we talked about before, use a bunch of moving averages, give you a read on the whole excavation in a glance, when the green cloud is
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expanding, can't use two fingers at once, idiot, we like what we see. i saw it with mastercard, the stock is likely to head higher, when i saw this work with bob, i said why didn't i hold on, talking about a mastercard for the trust, but maybe we were being undisciplined by selling something. stocks worth 3.45 today, made a new high 3.60 in the near term. what can i say, i think he's going to be right. that thing is a horse. here's one i thought would go down because of the coronavirus, and the lack of travel, american express. and this is one of the daily charts a little different. am amx reported in late january, the stock exploded higher and quickly pulled back, okay, so you can see this, higher and then pull back you know, that's -- excuse me -- usually a sign it's going to go right down i mean, really i hate that pattern. since then, though, and this is when i thought literally that this was going to be corona,
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that that was the big leg down for american express no, it started gaining momentum, a bullish decrease over right here right now, and the stock has been climbing robust, and expanded, it's green and fat tells you it could have a lot more upset 137 is up 6 points quietly it can breakthrough it high at 138. when this goes to s10, you know how many people are short of american express thinking travel is going to go down. the hedge funds are set against this stock and the chart is supreme. i sense a squeeze coming then there are the more technologically inclined payment place, why don't we start with pay pal. there was more to it here's a stock that seemed to lose mo jo last summer, ever since it bottomed in late october, pay pal has been red hot. the stock pulled back and that turned out to be a fabulous buying opportunity, right here
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ouch, i did nothing, because i had gotten a little more negative i mean, the illness. look at this it didn't skip a beat here, even if you missed that chance, the option traders have been all over this, with strong call buying in march contracts, meaning they believe this thing is not done. i like that. really great shape look at that that's really fabulous institutions can't get enough of this stock get your moku cloud, real good, with the stock's recent break out, lang sees this going to the 130s i agree. the weekly charter square, which i'm concerned about, shopify is moving against them, payment technology company with a money lending ticker, small business clients, collect directly from the receipts had a roller coaster year in 2019 because remember sarah fryer who we love so much left, go to another company, the squares come roaring back, people are putting that in the rear view mirror
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until the last few days, the stock has been pushing against a strong resistance. yesterday's square through a strong ceiling, now people shorted off shopify, believe me that's what happens. the money flow is fantastic. the moku cloud just turned green. i actually had to, i inspected it for you, plus he tells me the call volume has been very strong of late, the option traders. 100 bucks, 16% run, yeah, shopify, if they want to come in, it's not going to be quick enough to stop this monster. bottom line, as much as these payment stocks have run, the charts, bob lang, visa, mastercard, american express, pay pal, and square have more room to run. i think he makes a good point. you know what, i like these aims more, subtle with mastercard, what can i say, these are best
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in show. i'm going to marietta in virginia >> hello jim, how are you? >> i'm good, how about you >> oh, just great. i'm a long time investor, and i watch your show daily. >> thank you. >> and i want to ask you about bar bank of america, should we sell, should we hold or should we buy? >> i don't really like the bank stocks to be honest because they seem to be trapped wi this ridiculous yield curve bank of america is not an expensive stock. i think warren buffet will say good thing about it. i think you're fine with it. the oils and the banks can rally here but as they rally, cut them back i think you have to do that. they're just not as good as other stocks, what can i say the payment processer stocks, they are red hot, and bob eink says it could get hotter negs ti next time there's a pull back, i think you should buy
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much more "mad money," who says this isn't the most interactive show in television the ceo joins me tonight, is it too late to get in and out and in with this market, i'm going to give you my take, a real lesson about what you can and can't do, and rapid fire, tonight's edition of the lightning round, so stay with cramer (janine) i used to be a little cranky. dealing with our finances really haunted me. thankfully, i got quickbooks, and a live bookkeeper's helping customize it for our business. (live bookkeeper) you're all set up! (janine) great! (vo) get set up right with a live bookkeeper with intuit quickbooks. i am totally blind. and non-24 can throw my days and nights out of sync, keeping me from the things i love to do. talk to your doctor, and call 844-214-2424.
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a few weeks ago, i recommended an exciting company called ever bridge, and these guys make critical event management software, you're going to learn what that means, allows enterprises and governments to stay in touch with employees, customers, business partners when something horrible happens, think about, yes, a terrorist attack, natural disaster since then the stock has caught fire with most of the moving coming today after reporting a beautiful blow out quarter last night, sent the stocks surging 13.5%. also issued an open invitation to the ceo to visit us, explain what his business down in his own words. a closer look with david murton, with everbridge, get a better read on the company in the wake
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of the magnificent results good to see you. >> gothank you, sir. >> we knew your earnings were coming up, so we're always reluctant to say this is good but we looked at the company, and i hate to say it but there are enough crises in the world, there are enough worries about terrorist events that we figured it kind of had to happen, and it did. >> well, jim, thanks for having me. >> sure. >> we're a mission-driven company, and our mission is to keep people safe and keep businesses running faster. so that's why we're all here that's why we work so hard and unfortunately because of what's happening, if you look back from 2000 until now, you see a 30 x increase in manmade attacks, a 20x increase in cyber attacks, 2x increase in natural disaster, so increasingly it's not a question of if a company will be impacted by some sort of a critical event but when and how severe, and how raerprepared can
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they be. the thing that's really exciting and why we're seeing a lot of adoption accelerate is because now that the system is in place as a unified operating platform, we're able to drive business returns, return on investment through a lot of different use cases, the system is on and running, helping your company be more efficient, in addition to helping your employees it's good for your people, and also good business. >> so let's use a crisis, the coronavirus. i don't want it. nobody wants it. a company might get it what do we do? >> yeah, so the coronavirus is very serious, and we're getting a lot of activity with our everbridge network and our customers. in recent weeks we have had almost 6 million communications or messages specifically about the coronavirus with our companies, especially our multinationals trying to coordinate, manage their supply change, making sure there's not a disruption in the supply chain, trying to look and see where their employees have been, mapping where the viruses,
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having people work from home it's helping our companies and i want to thank you because the show and cnbc has been out in front in educating the public on the coronavirus. >> thank you let's take that a step further tim cook, i've got employees all over the world, i've got six or seven factories that are suppliers to me this tharea of wuhan, which you can't get to. how would i use my, you know, let's pick a client, goldman has employees in china, what do you do, how do you contact them? >> so let's talk about critical event management. >> okay. >> start with what is a critical event. a critical event, first of all, there's things that you care about. you've got your employees, your assets, your offices, your supply chain, your customers and your brand, because these can ultimately affect your reputation as a company. those are things that you care about. on the other hand, you have things that can affect those in a negative way, could be a natural disaster, weather, could
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be coronavirus, so what we do is first of all, we have a single pane of glass with over 22,000 risk data elements that are certified. >> okay. so we're getting data from all over the world, social media, the weather, the cdc, the everbridge network of customers, so we've got people monitoring one expert's monitoring 24/7 in multiple operations around the world. we have artificial intelligence and machine learning going through all of that data. >> verizon couldn't do it. i was thinking, hey, get this alert, there's a storm i mean, that's not sophisticated, you're talking about very sophisticated. >> it starts with the data you've got to know where are my assets, i've got a supply chain in china or people that are traveling to another country, where are those people and where is the threat, and when those two overlap, that is a critical event. so we start with 22,000 data elements and then we take all of the assets of a company, so a goldman sa
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goldman sachs or a microsoft, and here is your supply chain and employees, and we're able to keep track of the employees even when they're traveling, so right now today we're integrated with a hundred other software providers. when i checked in today at the building with your visitor management system, we're integrated with the visitor management system. if you have an active shooter detection, we're integrated with that. >> active shooter, what would it say on my cell phone, how would i know about an active shooter or a gas leak? >> so we communicate through a hundred different modalities, it could be through a message, it could be voice, it could be through the app. and so if there's an active shooter detection system that's triggered that's automatically going to trigger a digitized set of protocols for what happens when you're in that situation, and the system kicks in and does it in an automatic way and you'll get the message right away. >> why would my life insurance not insist i have this, as a caveat to be able to keep me from a terrible tragic event
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>> that is the first question i asked, jim, when i joined the company. we're reaching out to the insurance companies to talk about this is something you want to factor in just this last quarter, one of the leading consulting firms around risk management, called control risks, they launched a new practice called critical event management practice area, so this whole category we pioneered about three years ago, but it's growing very rapidly, and more and more, if you're on the board of directors or if you're the ceo of a company, people are saying, are we prepared when something happens that we're not ready for. >> let's take marvin ellis. >> in the case of lowe's we're doing operational use cases. we're integrated with their i.t. management, so we're able to hopefully prevent the i.t. outage or dramatically reduce
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the down time, and the numbers we're seeing at lowe's already are very significant in terms of the improvement. it's incredibly expensive to have down time through your operation, and that could come from a cyber attack or it could just come from other type of i.t. outage. >> one last question, david, who are your competitors >> well, it's a great question so we pioneered this space, critical event management, and usually when we go into a company, they're trying to piece it together themselves, so they're getting five or six different pieces, they're trying to do it we mainly have point solution providers, so one of the things we have really gotten good, if you look at the last quarter, a break out quarter for cem, doubled cem deals. >> critical event management we're replacing three or five other vendors with one platform, and it's a cost saving and now we're doing it, jim, for entire countri countries. in the fourth country, we have won the country of peru, four countries in europe, australia, singapore, peru, and the
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european union is going to mandate all eu countries have to have a platform like this in place for june of 202. we are well positioned. >> you have a great road map you have built a terrific company. more people get in this stock, which is what they should do because you're very early. "mad money" is back after the break. man, i'm thinking tacos. hey hey! you guys look like foodies. would you like to try our trashy back ribs? oh, that sounds great... everything is locally harvested, farm to dumpster to table. uhhh, what do you... what else do you got? (stammering) w-we have a melon rind stew. comes with a pork and bean reduction. yeah, we're going to just do a lap and we'll come back. okay. well, we'll be here. man! why isn't this working? my mouth is watering. i think that's just your rabies flaring up. with geico, the savings keep on going. just like this sequel. 15 minutes could save you 15% or more
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>> announcer: "the lightning round" is sponsored by td ameritrade it is time for the lightning round. and then the lightning round is over, are you ready. remember, let's start with joseph in new york joseph >> yeah, jim, would you recommend lam research. >> the stock has had an unbelievable run, fantastic run. we did sell it too much of a run. want to pull back, bye bye bye how about carol in new york. carol. >> hawai jim, what are your
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thoughts on bro these days. >> which ones? >> they are doing fantastically, risk management. that is a great business to be in right now how about bill in new york >> booyah, jim. >> booyah, bill. >> thanks for taking my call. >> of course >> since we all love pets, my stock is fresh pet. >> i just did the announcement of fresh pet this weekend because i can't believe where the stock has gone it is doing so well, and it is not done although once my stepson did eat some of the fresh pet that was in the refrigerator, it looked like liver wurst, i wouldn't have eaten that either gianna in california >> jimmy c, thank you so much. you and your show are brilliant, i really enjoy it. >> we've got smart people making me look good i'm a marion et, what's happening. >> last year i loaded up on legos at 50 bucks and i still own it, so thank you so much >> thank you a nice spin off.
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we got that one right. go ahead >> now i want to load up on aristea networks. >> the last quarter wasn't so great, and cisco is gunning for them i guess i could make a case for it, but there's better fish to fry, so to speak, and better chips, too let's go to dean in oklahoma dean. >> hey, jim, long time fan booyah >> noice, what's up? >> hey, what do you think about fcc's smile direct club. >> battle ground don't get me into that no man's land, i can do without that. i'm not going over the top and that is the lightning round. >> announcer: "the lightning round" is sponsored by td ameritrade ♪
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try to win by attacking, now, we know the trump strategy- distorting, dividing. mr. president: it. won't. work. newspapers report bloomberg is the democrat trump fears most. as president, universal healthcare that lets people keep their coverage if they like it. a record on job creation. a doable plan to combat climate change. i led a complex, diverse city through 9-11 and i have common sense plans to move america away from chaos to progress! i'm mike bloomberg and i approve this message.
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can you get out of the market and get right back in is or is not worth the effort to sidestep the downside. earlier this week, i got to tell you, we got a wake up call that apple is going to have a disappointing quarter because the quarantines are messing with the iphone supply chain, i have been wondering if it's worth trimming some positions in the world where the stock market does have much position. in this one buyers keep popping us up. to put another way, investors keep buying stocks because it will eventually run its course, and most people that get sick
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will recover, just like the normal flu the best of the best, dr. tony fauche, sadly flu season is having a weird second leg right now. i don't know why there hasn't been a discussion about why children seem to escape unscathed by this coronavirus, those in their 20s, 30s, 40s, are getting the disease and stay at home until they have it beat, and some fraction choosing to go to the hospital if it gets worse. wall street is becoming less afraid americans are seeing exactly what it means that the people's republic of china is a dictatorship, it wasn't just a buzz word to make them look bad during the trade war, this is an authoritarian regime china hasnot handled the outbreak, but they have 15 million people quarantined this the stalinist, like the famili famine that rocked ukraine in the 30s.
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there's so much stimulus injected into the chinese economy if this outbreak is solved the whole country is going to be on steroids propping up their economy by any means necessarily. the former head of the central bank, how often do you hear those two guys mentioned in the same breath. maybe we have faith that our drug companies will be able to come up with a treatment they say there's absolutely no success whatsoever, and that they can't figure it out at all. let me put it this way, if this coronavirus outbreak is slowed or more importantly if we can convince wall street that it's no worth than a flu season, easily caught, something unspeakable a week ago, you can get a rally of immense proportions, even with the speculation going on that's a possibility it makes sense to stick with this market even if you're worried about a pull back if that happens finally, gets talked a lot on china, i think the hard liners may be out or at least lost their way. there's too much up side not enough downside. the selling you might have
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expected, should have expected, hasn't materialized. therefore it's too late to sell and try to buy back later. that is the conventional wisdom. i think it's wrong for the stocks to be directly impacted by the outbreak, i would sell that at the moment, the market seems to disagree even on those stocks stick with cramer. we ended up creating, as you all know, so much more. peloton is truly a category of one and we're just getting started. now, let's do this. together, we are going further than we ever thought possible.
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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. i'll let you in on a little secret. they don't. by empowering employees to manage their own tasks, paycom frees you to focus on the business of business. to learn more, visit paycom.com whatever happens out there you have the hilton app. will the hilton app help us pick the starters? great question, no. but it can help you pick your room from the floor plan. can the hilton app help us score? you know, it's not that kind of thing, but you can score free wi-fi. can it help us win? hey, hey! we're all winners with the hilton
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price match guarantee, alright? man, you guys are adorable! alright, let's go lose this soccer game, come on! book with the hilton app. if you find a lower rate, we match it and give you 25% off that stay. expect better. expect hilton. stay right there you don't want to miss a cnbc special report on the coronavirus outbreak hosted by my friend willford fau faust, what can i say, it was the most speculative day i have
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seen in ages yes, it makes me nervous, i am blessed in speculation, i am really blessing take a little off, go buy yourself the equivalent of the cashmere sweater. just imagine what that is in 2020 times i always say there's a bull market somewhere good evening we are 52 days into the global health crisis. new warnings the virus is a major risk to the global economy and u.s. stock market and more passengers are finally released from that docked cruise liner in japan >> senators speak up demands the united states government do more to protect the country from the coronavirus. tonight, details on what they want and whether it's enough new video tonight of what's going on inside makeshift chinese hospitals filled wit
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