tv Mad Money CNBC September 21, 2020 6:00pm-7:00pm EDT
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predict here but i would say xlf, you want to sell that thing and when you're done selling it, you sell it again. the banks look terrible. >> guy >> tim works out in equinox, and that being said fire eye 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 trying to safe you money. my job is not just to entertain but educate, teach you and put days like this in context. call me at 1-800-743-cnbc or tweet me @jimcramer. remember the stimulus? remember when the government thought about helping small
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businesses stay afloat until we get a vaccine? the market doesn't remember, which is why it got crushed today. dow plummeting down. the s&p plunging 1.16% and the nasdaq sinking 1.3%, nice comeback there forget another bailout there is another possibility of a government shutdown next month. stocks have been getting hammered for sometime now as i listened to the talking heads today, i was kind of autohear them suddenly recognize that the big tech names act terrible. like wow, holy cow these are down a lot we better sell i mean, of course they were also acting terribly last week and the week before so a bounce could potentially be in the offering one held by the amazing rebound in apple which at its lows today was down 25% from highs earlier this month. apple led the nasdaq 100 from morning oblivion drenched in red to bright green in a strong rally that nobody is taking seriously except for me. before i get into where we're
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headed, you need to understand why this moment is perilous for so many. we ran out of hope for a stimulus deal to keep businesses alive. the house and senate have been wrangling over this for months they are getting nowhere a big fight over the supreme court and hard to imagine anything getting done. that's a problem there are tons of businesses that will go under in the next few months without some form of government assistance. until we get a vaccine, the only way to contain covid is with masks and social distancing. those are two things that make it nearly impossible for smaller restaurants and smaller retails to make any money. i think our leaders are still in total denial i swear, i wish they owned a bar or restaurant. then they know what is happening. it's staggeringly sad and nobody in washington seems to care enough wait until it gets cold. we need to face the facts for public health reasons it's not safe to keep reopening the
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restaurants and bars every time they reopen, the virus comes roaring back not just here but madrid and the u.k. like we keep bashing our heads against the wall unfortunately these businesses will go under if they can't operate and there are 15 million people that work in this industry that are in big trouble. that's why that expand unemployment insurance and the paycheck protection program. they kept businesses alive but we let the programs expire we had nothing to replace them causing a small business apocalypse how is that possible in this great country? meanwhile, all things travel and leisure including the airlines are truly on the ropes they hadn't had the resurgence spending the covid worries haven't gone away and they are fine working on zoom. zoom stock rallied $30 today what does that tell you? as long as competitors are using zoom, there is no disruption may the best zoom presentation win. first class business travelers are staying first class hotels and not coming back, not without a vaccine. expect a lot of layoffs from the
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airlines they don't have enough passengers to justify this many employees. i don't think they are being unreasonable same for the cruise line stocks so beloved by the robinhood crowd, royal caribbean, norwegian. their rally is stillborn the robinhood are they hanging in not the ones on margin oh, and a huge percentage of renters have simply stopped paying rent. you don't see it in the numbers. you can see the stocks of the commercial real estate numbers the property group realty income and starwood properties among others. the real problem area is in residential real estate. tenants that can't cover the rent on their apartments there is a housing boom but a lot of people just aren't paying their rents. the owners can't oust them two different markets. the brand-new housing market and the renters in the city and that's doing terribly. two different ones second source of disarray, the sad passing of ruth bader ginsburg at a time when we
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really need congress to compromise, the last thing we need is a bruising fight throw in a contentious election, that's coming and the situation, well, it just not great. it makes you want to sit on your hands. not necessarily sell but sit on your hands not take advantage of the declines while the unemployed fret our government is focused on making sure entertainment site trk i--o tiktok is owned by america still, this is good news for oracle and walmart i'm always trying to find a silver lining when we're down a lot and that's resting control over tiktok's business and hiring 25,000 people, i would buy oracle and walmart okay it's that fabulous for them. it's great for our country but politically compared to stimulus, side show. next problem at least in the terms of the psyche of the market nikola that electric truck technologie
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lost the executive chairman and chief evangelist trever milton thanks to serious fraud allegations. milton paradise lost i've been warning about nikola for ages but it's another robinhood favorite and been keeping speculative stocks alive and the air is combing out for the balloon and a weird wave 06 corruption from foreign banks that can't stop doing business with criminals our banks are in better shape but joined at the hip thanks to the global financial system. now, this was a real shadow boxer because the banks weren't allowed to comment what a sandbagging deutsche bank and jm morgan. these negatives are real hard to refute we know there is enough going on you can't wade into the market and think wow, i'll make a fortune. but you know what? aside from the supreme court fight, there is not much new we noticed because stocks are down so long we feel beleague d beleaguered. so many pronounced the death of
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fang again now that apple hit bare market territory. people wrote off nvidia and a lot of stuff to worry about amazon and sold alphabet down. it's incredible it took a monitorous decline for people to realize there has been a monster. the time to sell was last month. as they turn bearish weeks ago because i thought we were getting greedy and told you repeatedly, it seems like an opportunity. we put money to work today for the travel trust because they got low enough to be attractive. how can you not be enticed by these. apple. i don't care up 50% for the year and any other stock and revenue and now that it's come down from the highs down 25%, do you sell it i think you have to buy it same for microsoft, amazon, alphabet we have a $36 million insider buy reported this everyone by the chairman of broad come you want to sell that?
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let me share you my stock. later tonight i'll give you a list what else is working. when i see this, it's healthy. 2020 is a replay of 1999 when this market went up, up, up. it's not 1999. we didn't get these vicious declines back then it kept going. this is an object for everyone that started trading in march and thinks stocks go up. when they go down hard, it shakes everybody out maybe we can hang the bull of 1999 make a feast of them where is the italian butcher when you need him? good stuff i think the reversal today as i told some at actionalertsplus.com is your key to do buying, not selling. i said the same thing this morning on squawk on the street. i said enough. i said enough. the uncertainty, disarray is not going to go away this stuff is in front of us, ied a mii ed admit. bottom line, we're two weeks
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into the gigantic sell off and everything is sold away. better to buy when they are down than chase when you're up. i hope you have cash on the sideline to take advantage of the weakness the takes are down huge so one thing for certain, you sure aren't buying them at the top. justin in new york, justin >> caller: boo-yah, jim. >> boo-yah. >> caller: i want you to run for president and i want david favor as your v.p. what do you say? >> i got to talk to my wife. she wants me to be mayor of new york she asked me to run for mayor. why would i want to be mayor of new york she said you'd do better than that guy, which is true. go ahead, i'm sorry. >> caller: she'll get used to it michelle didn't want to be first lady my stock is recommended. i really like the financials and balance speed. can stitch fix go up with a tech sell off >> it's up i don't like the setup here. this stock is creeping up and you know look, when everybody despised this stock, i was in
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there in san francisco raving about it and now everybody likes it katrina is terrific but at its 52 5 52-week high i see so many stocks that are down those are the ones i'm going for but christina is terrific, christina, the ceo of stitch fix eric in michigan, eric >> caller: jim, i'm a big fan of the show. >> appreciate that thank you. >> caller: i bought norwegian cruise lines at $18 a share a few weeks ago. >> okay. >> caller: i'm planning on holding on to it for a year or two. do you think i can possibly see a double or a triple if i hold on to this thing >> well, look, frank del rio has enough money to last two years i think he runs the best and also had a remarkable fund raise that was so smart. let's put it this way, if you own a cruise line for two years, it's going to be norwegian nclh. there is a lot of bad money in the stocks and a lot of people were panicking and when they panic, what do you do?
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do you sell into it? no, you buy into the panic okay i know today was painful but the reversal we saw is your key to start doing some buying you have to. you want to bottom fish, not top fish there is nothing up there. don't be really aggressive and i think probably some people will flip what they bought in the last hour tomorrow morning that might be your opportunity. "mad" tonight, the fight against breast cancer and the latest and the as the populated hard selze spikes, coca-cola joining the ranks of hard selzer and with americans eating more meals at home, supermarkets are among the few traditional retailers to thrive how is albertson's stock fairing? not as well the company.
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i'm talking with the fourth largest grocer 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 call at 1-800-743-cnbc miss something head tmaon.cc.m.o dmeynbco we got no free pass. everything we have, we've earned. the unmistakable lexus is. get zero percent financing on the 2020 is 300. experience amazing at your lexus dealer. did you know liberty mutual customizes your car insurance ta-da! experience amazing
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covid is making a come back. take eli lilly with a stock that roared higher in june with terrific breast cancer data. couple weeks later the stock surged to an all-time high when it reported an excellent quarter and promising data this month on the covid-19 treatment, not to mention cardiology, cancer drugs. today was maybe the worst of all. last night they reported more thorough data on the breast cancer drug everyone got excited about in june. turns out when you take this thing in combination of the current standard of cage, it's 25% for high-risk types of breast cancer and that's huge. on any other day it might have sent the stock flying. instead it went to $151. that's strange and temporary don't take it from me. let's check in with the chairman and ceo of eli lilly to get the r
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recent developments. welcome back to "mad money". >> great to be with you, jim thanks for having me on. >> dave, i think a lot of people may say just a 25% improvement what does that mean? there is another company pfizer that has a drug in there, too. can you explain to people how monumental 25% save rate really is here? >> well, it's obviously significant. this study enrolled patients who have what's called receptor positive, her two negative very common form treated by physicians and trying to prevent the cancer from coming back. when you added this drug it reduced the 25% chance of the cancer coming back this is the only improvement we've seen in almost 25 years on the background standard of care and a 1 in 4 chance your cancer won't return is meaningful in a
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high-risk population great news for breast cancer patients will is there is no other drug in this class and we'll submit to the fda in the sec half of this year. >> while we are on the subject of your franchise, it seems to get better and better. recent approval non-small cell lung cancer. this is an amazing franchise that you have built and really rather in a short period of time tell us about the other successes. >> yeah, we've been working hard over the last three years to really invest in the oncology business it's an area where science is really breaking. new targets are emerging and we all know for those that have been touched by cancer, loved ones, family members, how devastating the disease can be and investing here makes good sense. we acquired a company last winter incorporated their great minds into our company and really accelerating early stage
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pipeline from that acquisition came a drug that was just approved this spring and launched first drug we launched during a pandemic. it's indicated as you mentioned for several types of cancer including lung cancer if you have a ret mutation and certain kinds of thyroid cancer. you don't take background chemo with it and it has a very high response rate, very exciting development for patients with that ret muni tigtation exciting. >> it's targeted, not knocking you flat and not able to let you lead your life, which is rather remarkable you were doing things with n neutralizing antibodies and maybe more important than the vaccine because you can -- it's a wide range of even potentially user friend including prevention
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and i think we spent too much time talking about vaccine and not enough time talking about your flneutralizing antibody franchise. >> we announced data last week it was early data from an interim look at a study but we believe it's proof of concept and neutralizing antibodies could have a key role and patients that suffer from covid and helping us get out of this situation we're in with the pandemic this drug works by targeting directly targeting the virus we believe the proof concept data for any drug designed to arrest covid we started this program in march of this year and just six months later, we have clinical data that demonstrates proof of concept. that's incredible speed. frankly, the volunteers in the study deserve a huge amount of credit we're also looking at combinations of two of these
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things and more data in the fall and we hope this will turn into theory that will be useful this one was patients who were newly diagnosed with covid and we had a number of high risk people in that study and a reduced hospitalization by 72% which is obviously a key met trick. we've also studying this in patients already in the hospital as well as patients in nursing homes as you're mentioning where if one of your co-residents is infected, we treat the other residents and prevent the spread of the disease that's another use for these w neutralizing antibodies. it works hand and hand with vaccinations this is an important news the last week with neutralizing antibodies. >> can you give us a peek of the nursing home study this would be so important we lost so many people in the new york, new jersey area because of nursing homes. >> exactly i think the data in the u.s. is roughly 40% of all deaths have
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been patients in nursing homes it is a huge problem and here you have people close together who are, as we know at the hire highest risk stopping outbreaks in these homes is taking extraordinary measures in terms of infection control and humans are humans and we make mistakes sometimes and when those mistakes happen and there are dire consequences. what we've done and the study is interesting. we equipped rvs here in indiana as mobile research units and so when we learn of an outbreak in a home, we send the rv we run a clinical study not in a hospital or doctors office but on the site of the nursing home bringing the study to residents and within watching to see if treatment with this antibody or placebo can really reduce the spread of infection in the home and as you pointed out, it such an important place to study a medicine like this. >> it's monumental and you're a
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competitor with amgen but you're working with them and be able to manufacture enough antibodies. this is again, like you started in march, you're doing things differently to beat this illness. >> speed is a hallmark of the industry's response. i don't think most every day listeners understand we develop this antibody and the proof of concept in six months usually that's more than six years. cooperation is another hallmark teaming up across the industry to share our data and one of the reasons we publish this data last week is for competitors who are also developing neutralizing antibodies so we get them sooner and manufacturing which is a huge problem one draw back of neutralizing antibodies, they are safe with good effects they are very hard to make. >> incredible. >> angen like lily is a biotechnology power house and we're proud to partner with them to bring more volume to the
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fight so that more people around the world can benefit from the therapy like the ones we have preliminary data on. >> thank you for everything you're doing remarkable company so hard to have these successes. that's david ricks, chairman and ceo of eli lilly great to talk to you. >> you, too. >> right now they are throwing stocks away. right now you buy them because it's not going to stick that way.
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ser market they also amount to major corporate reorganization including layoffs. will it be enough? james quincy, the chairman and ceo of coca-cola to get a sense of what these changes mean for the company. welcome back to "mad money". >> thank you, great to see you again, jim. >> all right so james, i've got a bottle in my hand. i think this is more symbolic. making a move into having spiked topo chicco is the thing that says james quincy is breaking tradition and changing with the company. do you think that's harsh? >> maybe, maybe not. i think what it does say is look, we'll follow the consumer. you know, in the old days people
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were much more worried about the categories they stayed in and there wasn't so much blurring by consumers of mixing and matching categories i think these invasions we seen includi including hard seltzer is taking this opportunity as inspired by great success of topo ch iriccod hard seltzer later this month and coming to the u.s. sometime soon. >> we want to hear it, september 28th is the date when can you bring it to us? there is a surge of this stuff because it's so loved. without the alcohol. >> yeah, the hard seltzer is a great product. we believe it will be in the
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u.s. the first half of 2021. the category is very hot in the u.s. at the moment we think it will be an interesting addition obviously, the topo chicco brand has tremendous relevance with a millennia millennials. this will be a great opportunity. it's great for the coke system globally we'll experiment with a number of cities around the world, just one of the many things we're going to really focus our portfolio to be very consumer centric and drive for those brands that can create scale for us. >> james, i think that what is happening during covid for coca-cola is remarkable. i'm seeing digitization go to an incredible speed platforms and hitting financial targets, in part because you're working as a network that is not what i think of coca-cola or didn't but i guess that's how i should think of it now. >> absolutely, jim
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a lot of these things were doing were on our agenda coming into the year and you just really saw covid as a call to action, a call to be bolder. a cattle list of really driving these initiatives forward. we want to get focused on our portfolio, really be ruthless and bringing down to those brands that have long-term potential to resonate with consumers and remove the rest so we believe by through this process by the end of next year we'll have actually taken out half of our brands and really got focused and we're going to back that up with an evolution the way we do march redding. and a lot of companies will work on a much more of platform basis that will allow us to be faster, to be more agile and work with commerce to not just be consumer centric but also be customer
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centric and really help those businesses rebound from covid as you mentioned, many are away from home businesses suffered in these months but helped people rebound and really help create value and create brands and products that people love. >> i know you're slimming down but when you take alcohol, which is something i thought coca-cola never would do what else can you do is cbd a possibility would you think of something that goes with hard seltzer. it sounds like, james, you're willing to let's say break the idles. you seem like you're willing to do what is necessary to get coca-cola back to the days of a great growth company. >> we're focused on a growth company and happy to break the ice because broken up ice goes great in a coke and hard seltzer. we're building on the experiments we did in japan with
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alcohol. it was very well received by consumers in the initial cities and we expanded it nationally. we're definitely seeing things there. in terms of other opportunitieo, of course, first of all, ingredients have to be legal and safe so there are lines we're not going to go over. >> right. >> but other than that, we're looking for things that are consumer centric and that have capabilities we know there is no point of us trying to get into great ideas that we have consumers and yet, not building on capabilities that we the company and model has. there has to be some connection to what we're good at. there is no point that fanaticizing we're good at things you don't have an idea to do today really, we've opened it. we set beverages for life so there is some kind of boundary on beverages, which we know most about. let's be open minded about what really works for consumers and be open minded on how we reach them and that's about to
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digitalization we're driving about the channels and the partners and helping them prosper so we really are starting from growth so the focussing of portfolio, reorganization, the experimentation in categories like we're building on the platforms we created it's all about being open minded and driving for scales so we can get growth in our relationships with consumers. >> so james, you've got two brands that are the finest in the stable of carbon you have zero, which is just an unbelievable druink and you've got mexican coca-cola. can you blow those out we know those are huge growth brands. >> yeah, well, as i'm speaking to you today from mexico, certainly we'll be focussing on continuing to grow coke from mexico you know, we're going to focus on coke zero has a really strong
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crisis it's done much better proportionately versus the rest. i'm convinced it will be back to robust growth next year. we have invasions in the pipeline on coke zero. i can't tell you exactly what they are today but put yourself a place holder down that we'll be talking about coke zero in the months to come and getting into next year so we're definitely going to be betting on coke zero, it's got momentum and consumers love it and it's got a lot of long term momentum we see that. the brand coca-cola is a driver of growth going into the future. these experiments lead to other brands and categories. coke can and is powering the growth to allow us to expand the portfolio into successful other scaled brands. >> i like what i hear. i like the aggressive nature i like the products, you know i do james, chairman and ceo of
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albertsons rallied because the lockdown made a comeback and that means people might be stockpiling again. i think this came public at a bad time for the industry but now that it's six times earnings, if they can come close to making the numbers, the sock could potentially have a ton of upside so let's take a closer look with the ceo of albertsons with a tremendous long history in the food business and get a better sense how his business is doing and where it's headed. welcome back. >> jim, good to see you again. >> the day you came public, i said that this is an incredibly cheap stock and sells at seven times earnings it sells at six times earnings this is inconceivable. you're not supermarket business and well trained at frito lay and have a tremendous skill set. what is happening that this is not attracting more interest because i can't be this wrong.
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i can't. >> i feel the same way, jim. i can't explain that but i can tell you that the business is strong we are gaining market share. we're adding customers every week, new customers and their spending more and consolidating the basket with us and i want to tell you that we're in the early innings of a transformation. we have so much head room in our business, so much more potential and it's giving me comfort when i see our numbers that our strategy is working and our foundation is really strong. so i agree with you on where the stock is. >> now, i mean, i have actually lived in every single one of our areas. acme is my favorite. safe way was my favorite when i live in boston, shaws was -- these are really unbelievably good names. to me, they resonate with consumers. were they somehow before you got there not treated as well as they should have >> not really, jim in fact, over the last several years, we've put a lot of money into these stores, built a lot of capabilities.
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you're right, these brands, people have grown up with the brands shaws has been around for 100 years and i think you combine the brands with our fabulous fresh portfolio, great execution in stores, super charging that with the agenda, e commerce and loyalty and productivity program that put more money into them and you should know these brands, very entrepreneur culture. >> at the same time you intend to take a billion dollars in cost are there really that many costs you can take out >> yes, jim. technology is a fabulous enable l er of productivity if you take the last few years, the companies, safe way and albertsons came together, we spent the last four years integrating the company. common systems establishing a culture. we have common systems and data.
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you can harness that to drive productivity buying. we're putting ordering systems in that learn and make the order even better, personalized pricing. promotion productivity all areas of business we're looking at productivity enabled by technology and it's there we're making great progress. >> i bet you your competitor stores, you have to. you're from pepsi co is kroger doing something that you at six times earnings aren't doing that you can change? i don't get the disparity. >> yeah, i don't get the disparity, jim i always measure marketplace performance on share and we are winning market share. i look at dollar share and unit share. so when it comes down to with what's happening with customers, we're winning there. that's how i measure it. we have all of these improvement programs that will make us even better i talked about productivity. you should know the
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productivity, it's new to us it not new to the world. so we are adopting things that we can drive and dust the potential in our business. >> how about your own brands of which i, again, like and feel they are the same brand s as a branded product and i think they must have great margins. >> yes, jim. thousand basis points more than the national brands. okay 1,000 basis points the old brands, not like ten, 15 years ago. the brands are innovative. do we know we have the number one selling frozen pizza as our own brand? we're the number one seller. we bring invasion all the time we fill in gaps that a branded manufacturer might not want to go for but we'll compete head on in many categories it's a quarter of our business and growing faster than the baseline of our business today. >> what's different about your stores now, let's say, six months into the pandemic are you offering that you didn't
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offer and what have you had to take out because of issues involving the virus? >> yeah, so jim, we have always been strong and fresh. really strong. we are mix of fresh is higher than most other competitors. by wide margin and that place, you know, people are cooking at home they are cooking and grilling and decorating and when you cook at home fresh matters so much. so that's significant part of it we've had to take out, there was a period of time we took out the salad bars and olive bars. we packaged those and brought it back and people are engaging again and we're going big into meals. if you're going to eat at home, we want to make feels convenient and exciting for you. >> what are you doing to make stores more local? >> that's a heritage, jim. our stores are primarily local see, we think of every store director as the c,eo
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i was in seattle, okay one store, if you look at onions, one store i walked in had mostly red onions. you typically see white. three miles from another store that store director knew they were selling more red because the community around them. they adapted we love adapting locally because we give people freedom to do that. >> i know, for instance, you owned philadelphia, acme owned philadelphia and somehow i think that maybe it was because walmart came in with grocery or target i felt that you reseeded take that back. >> there was a time when acme did receive, right so we bought it. remember, we bought acme and added it to the franchise a few years ago. acme is doing really well now. in the northeast overall is doing really well. during this pandemic, sometimes
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some teams move fast in a disruption and that's what this team did they were on top of safety and supply before many others in the marketplace and those customers are still sticking with us. >> last question, you can take the debt down significantly then >> we did. so our net debt to ebitda ratio is 1.8 it was 4.7 two and a half years ago. we feel we're in a good place on debt but part of the algorithm is continue to pay down debt and pay a dividend on top of the performance of the business. we feel good the debt is not an issue for the albertson's companies anymore. >> you and i are both in the same boat. i think this is one of the cheapest stocks in the entire market that's the president and ceo of albertsons people say there is no more cheap stocks 30 million customers 66.5 billion in sales. 2, 052 stores.
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of those ready for the next challenge. today, we are translating decades of experience into strategies for the road ahead. we are morgan stanley. it is time, it is time for the lightening round buy, buy, buy, sell, sell, sell. and then the lightening round is over are you ready ski daddy? time for the lightening round. let start with jason in indiana, jason? >> caller: boo-yah, jim. >> boo-yah >> caller: hey, my question is diamond peak holdings. i'm up 51%. >> this is an ev speck we saw what happens with some of
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the ev specs you're up. i want you to take half off of it tomorrow. you'll thank me. i'm not kidding. you're never going to be upset with me. take half of that off. let go to jay in florida, jay? >> caller: boo, boo, boo-yah thanks for taking my call. >> of course. >> caller: calling from sunny, florida. i want to hear your thoughts on ticker -- >> i'm a little bearish on the illness and virus and a lot of other people perhaps because i own small businesses and i see what can go wrong. i'm not a fan of marcus. joseph in illinois, joseph >> caller: boo-yah, jim. shoutout to airmen serving around the globe at the u.s. air force. >> definite recall call my stock is the high yielding gio group. >> this is a private correction facility i don't like this business and i've been right for 15 years greg in minnesota, greg? >> caller: jim, good to be with you, sir how are you? >> i am good, how about you?
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>> caller: handling it the stock is sienna. >> that was a terrible quarter for sienna set a lot of other tech stocks with it. how about jim in illinois, jim >> caller: how are you doing, jim? i hold a position in smith and we wessen it's been down 30% should i hold it >> i would hold that sadly, i would hold it this is a tough one to own but i understand the demand is very strong let's go to pete in delaware, pete >> caller: hey, jim, i hope you're doing well. >> all right how about you? >> caller: good, good, thank you. i want to get your opinion on one of my favorite holdings. republic services, rsg. >> that's a very good company. very good company. i like the way the companies thrive during periods of residential construction that is one of them. i think you got a winner let go to demetrius.
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>> caller: my question is about ceasers. they are getting together -- >> i think it's made a miraculous run back. how about rick in california, rick >> caller: yes, sir. thank you for taking my call. >> of course. >> caller: cody. >> well, i got a broken record here wow, that's another -- no, you don't go that's not a good stock. not a good company that's right they can come on and tell me why they are a good company and i'm always open for that let's g to brett in missouri, brett?o to brett in missouri, brett? kaulg ca >> caller: thanks for taking my call. >> of course. >> caller: i want one of the best companies with licensing and partnership agreements with johnson and johnson and amgen. arrowhead pharmaceuticals.
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>> i agree with you and thank heavens i got one stock of that in the lightning round that i'd actually buy and that, ladies and gentlemen is the conclusion of the lightning round >> announcer: the lightening round is sponsored by t.d. ameritra ameritrade i have an idea for a trade. oh yeah, you going to place it? not until i'm sure. why don't you call td ameritrade for a strategy gut check? what's that? you run it by an expert, you talk about the risk and potential profit and loss. could've used that before i hired my interior decorator.
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lockdown trade it is back covid is making a come back. 17 states making a comeback. the schools worrisome are open worse, the bars and restaurants are open and we know they are breeding grounds for the virus because you can't wear a mask when you eat and people are sitting and standing too close together inside. the u.k. and spain lost control of the pandemic again and headed back in a lockdown our future doesn't look as great. buyers dump everything with any sensitivity and go into the
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lockdown in the package food played abandoned for weeks why not? the uptick in cases means we're not going back to work any time soon fill the pantry again. you have to sell stocks like the parent of oliver garden up 20 straight points and that needs people to dine indoors to have a hope of generating good numbers. swap in a change with a terrific delivery program like wing stop or dominos as for the pantry plays, we had mark on the show he told a shift about millennials embracing snacks like goldfish like never before. let not over think the move, people you can buy amazon that got hit hard in the open and bounced back and finished positive that said, i prefer walmart because it's doing an amazing job expanding e commerce and got a great tiktok wind fall walmart will sell goods to 100 million viewers and that gives a tremendous advertising platform and one of the hand full of big box retailers we know can
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thrive i like the e commerce enablers december shopify ended up in the green. it got a sell slapped on it. small businesses need paypal and square they need to get the word out. the market didn't care for adobe last week but the buyers can't resist docusign is on fire and a ton of people buying real estate in the suburbs. my best contacts are saying b i multiple offers above the asking price is common as renters in the city default you can circle back to cyber stocks and the ones that we talk about, palo alto, z scale, they are working. finally, the trade and true which is zoom video. people return to the office. zoom is back in style. the covid spike again. who could guess going back to work would cause the virus to spread other than anyone with a brain. it's not safe to go to the gym
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so we're back on the pelotons and roku hit an all-time high. what else do you do when you're stuck at home? i can tell you to buy the cramer covid-19 index but the drug companies are under assault. they are hard to own because both parties have to bash big farm farm m phar ma rrk pharma you get profit taking by 11:30 tomorrow and they get picked up. we've been through this twice now and the pattern is clear the lockdown stocks keep roaring until we get a sustained period where covid cases go down and businesses reopen. as long as there is a big line to get in elevators at an office, you can keep expecting cases will climb, which means we're right back where we started from stick with cramer.
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every curve, every innovation, every feeling. a product of mastery. lease the 2020 es 350 for $359 a month for 36 months. experience amazing at your lexus dealer. you see the straight down opening plummet, that doesn't mean we're not going to retest but if you take a look at the stock of apple, people are throwing it away why? nobody knew. the only news was a guy who raised his price target. i need you to take advantage of when we have these giveups because that's the only time you can really get in this market and it did slay the 1999 beast i like to say there is always a bull market somewhere and i promise to find it here on "mad money. i'm jim cramer and i'll 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." ♪ this is "shark tank." ♪ a young entrepreneur with big aspirations for making the world a better place. ♪ my name's nate berkopec. i'm 19 years old, originally from eagan, minnesota, but i'm currently a business student at new york university. the goal of my company, the factionist, is to be
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