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tv   Mad Money  CNBC  December 14, 2020 6:00pm-7:00pm EST

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trade it or fade it, where we said trade whirlpool, which i like. not expensive here. i like the move. >> guy dam adami, what bottle were you opening? >> did large bottle ofvodka. my daughter is cooking welcome to "mad money." my job is not only to entertain
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but to earn you some money. call me at 1-800-743-cnbc. one thing's certain, the stock market does not carry about the vaccines anymore. sure the video of hospital workers getting vaccinated stirred hope. tod today's action says be careful. there is no end inci sight righ now. it is too i am to focus on the bad news total out of control of the pandemic. we have 300,000 covid deaths in this country. we are on pace to have 400,000. after weeks on focusing the vaccine, the good news is old nou news. now the outbreak is front and center. remember i know how to read the
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tape. it speaks to me. the chinese economy is red hot because they got the virus under control for months. south korea is a normal democracy, it did all the same. taiwan and singapore, no covid. either way, we can judge the strength of the global economy by looking at the commodity stock. they all rallied this morning and they rolled over. i want you to look at oxy. flying from $8 to 21. there is only so high that this stock can go. it had a big run but the price
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of oil is very slow bystanders. that contains a lot of oil. valet, not like at the restaurant or hotel. valet the iron producer. today they got hit. if you own them, here is what's time to do. it is time to listen to that great seminal stock trader and take some money and run. gigantic gain. take it out. next break down, the marginal retailers like kohl's, nordstrom and macy's. we know. there is got to be a chance of shutdown and not essential retailers. we have done it once. the vaccine is on its way. we can't afford to wait. these retailers have had gigantic move.
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time, they are better shape than in the spring. i also would not expect a bunch of rally talking about the weakness and commodity. that's how it starts. that's the roll over. how about the restaurant stocks? i like darden and cheesecake factory. we are averaging more than 200,000 new cases per day. restaurants are how these things spread. we know a lot more of covid transmission thanks to the incredible doctors. she's an expert. covid is spreading like wildfire across the country. without a stimulus package, we are looking at a ton of lay offs at the worst possible time.
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washington just fiddling and that's why this country burns. then there is the cruise line. every day the virus comes in. i saw people buying norwegian and buying royal. there is no business at all until we get the virus under control. today was the day the cruise stock finally reversed. we need it in our veins and it is not there yet. let them come. the stay-at-home stocks are roaring again. disney verses netflix. i read it and it was great. then the stock gains 20 points.
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netflix is in line with the market. disney stock got clobbered and netflix surged. i like disney,. for now home entertainment is magic kingdom.net fli netflix. i have not liked anything they have lately. anyway, you know what else rallies today? amazon. the stock has been buying its time lately. this new found fear of covid have bring in new life of the king of stay-at-home shopping. they could not get this thing down. the could wanter of urban trade back. lennar is flying ahead. it has a lot less to offer and
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all the restaurants and entertainment especially if you are working from home. what else? all the biotech because thanksgiving dthey're on the same et fs. social media stock is what you buy. facebook and scc, that went away quickly, did it? the stay-at-home stocks, do i have to tell isn't it true peloton, higher. it tells the market falling back. so many investors written about the semis lately because they want the oil. oh, that's over. the commodity stocks broke down. it is not done, you don't get a one day rally in the semis.
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tomorrow could be the opposite. this market has been waiting for this vaccine for so long it is not news. the only real news -- that's news and it will keep hurting us until we close the spread. at least we know how to play it. the faang and the semis. the recovery stock is handing back the baton. nobody wants to shutdown the economy. hospitals are overwhelmed and the horrifying death toll even the covid downers who thinks it is just a hoax are taking the virus seriously. stay-at-home stocks, a natural extension of their views that finally got through their heads that this is a bad disease.
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joe in new york. joe. >> how is it going, jim? >> i am fired up. i am all fired up today. >> i want you to not to worry, i took out my profits and let it rise. >> go ahead. >> i love this company. i am trying to get exposure and athletic apparel in my portfolio. what do you think is a better play? do i get into nike ahead of earnings on friday or jump on lululemon after their pull back report? >> lululemon pulled back a lot. i kind of like it. let's go to matthew in illinois. >> hey, cramer, thank you for having me. i am going to jump right into it. my question is about novavax.
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their vaccine could yield the highest immunization results on the market while overcoming the sub zero storage issue that pfizer have. and moderna's $62 million cap makes me feel that this company has more room to grow. the stock ace coupis a couple d. i am not going to go against to say they got the real deal. not when the stock is up almost $5 today and climbing. it is speculative and a lot of people are betting again. obviously it is going to go way down. the vaccines' arrival is great news. the market seems to be facing more lockdown. the vaccine is not news anymore.
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what could today's 50% move higher in pharmaceutical. i got the ceo. with the u.s. getting their first dose of vaccines, what could it mean for ppe demand? i am going to talk to under the radar. we have some interesting small cap stocks tonight. don't miss my interview and stay with cramer. don't miss a second of "mad money," follow @jim cramer on twitter. have a question? tweet cramer,
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help the world believe in holiday magic.thing
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i think you take something o off the table. quantumscape has pulled hard. as it gets cheaper, it gets
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better c better. let's check in with ceo of quantumscape, mr. sims, welcome to "mad money." it is heavier and they catch on fire and they don't get you enough distance and you on the other hand have got what? what kind of battery? >> yeah, actually so the quatumscape addresses the battery problem. it has good density and it gives you more power density and gives you faster charger that you referenced and it is safer because it consists of non flammable elements.
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you get all that without having to pay more. you put it all together in one change of going from the liquid base design. you can address all five of those invitations and that's why it is better. >> never before shared proof points. this gives you $100 million? >> that's exactly right. its data have never been shared before. people have tried to do it in the mid-70s. we are hitting all those requirements simultaneously. you got to get long life and all
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those things together is what makes it hard. experts call irt the end problem of battery. finally we are definitely putting over $300 million and not just $100 million. they're pretty much all in. they announced they're together with us manufacturing joint venture to help bring these batteries to the mass market. it is a very good partnership. >> our concern had been that the stock we recommended 3 billion north of 33. for us as a tv show with individual investors watching, we are always worried that somebody will lose money after a big gain. at the same time we are cognizant that you don't predict the real earnings break out until 2027. that seems to be far away. that's a sales break out actually.
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>> we don't claim to know what the stock market is going to do in the short term. that's your job. if we can get these batteries on the road in real cars, that could be a launch for us. we know the opportunity is stepping up to one of the biggest transformations and sector s in the world. there is no question in our mind the opportunity to create a multi billion dollars company if we can execute it under these batteries. i think over the next few years our investors are going to have an opportunity to see our products and the show data last week where the performance of these sales are delivering great levels of results. we got to take the building block to be made and make it
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into a multi-layer sale. our investors and your viewers are going to be able to watch us. if next year we don't deliver multi-layer cells then we'll take a hit. hopefully investors will get more confidence that works very well. that's all we can control is execution and we have a fundamental belief that if we execute then the long run there is an opportunity that can be realized but of course in the short run is just -- >> one of the things that, we had mike werth on from chevron. he's a firm believer that we'll not see mass evs in a short period of time. i read everything that you have done. i listened and i am looking at yours, i am talking about bill gates and i am saying to myself,
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the oil dpiguys may not know wh they're talking about. this may happen much sooner. >> we look at this very simple. we know the automotive industry, only about 2% of them today are evs. i believe the reason why is because today's battery are just not competitive. >> right. >> it is a combustion engine. there is no reason why evs can be 30% or 40% or 50% in the market. you need a battery that's competitive. >> that is what change the world. if you execute well, our world would not be the same. >> to be honest with you, that's what motivates the team. that's what the team is excited and working incredible hours and
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really hard. not just the opportunity to create values for r the investors which of course is a key part of our responsibility but really change the world for the better. we think that you can't address emissions problem without addressing transportation emissions, right? to do that you need batteries. to do that you got to be competitive. that's what it does. this is the first time tha that -- and i know look what can be done and we understand how much is ahead of us. at this point we feel that the technical validations and the commitment, part of the work of this car company to support us -- and the cash out that we have. we got all the pieces. >> you do. >> all right, i wish you the best of luck.
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it is just under $0, ve veru inc. very impressive phase two data. breast cancer drugs and last week they presented terrific data for another drugs of prostate cancer and breast cancer. these are the ones that you have to try to cure.
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positive clinical trial data is the life blood. this one got me very curious. that's why we are digging deeper with dr. mitchell. the chairman and ceo of veru. welcome to "mad money." >> thank you for having me, i appreciate it. >> it is in conceivable that one would have it for prostate cancer and breast cancer including a pill that does not have a terrible side effect for women. tell me how you are doing this? >> from the beginning is can we get away from chemo therapy. people don't want to be in iv chemo chairs.
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being able to take something at home that does not have the same effect would be ideal. we embark in those journey to see if we can come up with some compound. and so breast cancer, what's been happening is they get endocrine therapy. they're taking pills and shots and reduces their estrogen levels. a drug that's been getting a lot of attention now that has excellent phase to data shows in fact you are able to get efficacy similar to what you see for the literature of therapy agent, but you don't have hair
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loss and diarrhea and furthermore there is some other benefits, for example, it starts the receptors, you can create muscles and build bones and women will have these lesions and will be able to heal back and the bones because their estrogens have been depleted. it could be the next go-to drugs. >> doctor, you have to do i imagine some big phase three trials. >> a lot of people may say they just have 10 million shares. >> we have the based business generating money and that goes out and we guided that we'll be
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paying for this clinical trial. fda signed off on the trial. it is a phase three trial and it is 240 patients, 18 months to two years to do. it is not thousands of thousands to go after to keep supporting it. part of the reason for that is the end point that we are going after something called radio graphic. we look to see whether on x-rays if the tumor have grown. that i am prooifs the quality of life for patients. >> let's go over prostate. the most common for men. 33,000 deaths and expected in 2020 alone. why should veru have something that can make this chronic or recede? >> first of all, again, same
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concept. it is an oral agent. men are castrated, their testosterone levels have gone down. cancer starts to spread and they get an oral pill. these are blockbuster pills that are out there from pfizer and johnson a& an johnson. they don't die but the cancer start to spread again. the answer is you have to go to iv chemo therapy, nausea and vomiting and all that stuff. we develop at veru of the new plan, we developed it to a great phase. what we are seeing in complete
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responses. this is one pill. a pill you take one a day. coniology can give it and the profile is different. incredibly well tolerated. again, the whole concept is for patients to be able to take the medicine at home and stay with the chemo chair and move into the mindset. diabetes, we treat it chronically and the idea is improving quality of life. we have two drugs like that. it is being positioned in breast cancer and these women all of them unfortunate have aggressive disease that's 15% of the population. >> anyway, look, we got to move on. this 70 million shares.
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127 million traded today. it is popular stock. how about that? >> all right, dr. steiner of veru. i have not seen that where you can have 70 million shares and it trades 127 million. it is obviously a stock that a lot of younger people i know are trading. do the this is decision tech. find a stock based on your interests or what's trending. get real-time insights in your customized view of the market. it's smarter trading technology for smarter trading decisions. fidelity.
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this has been a great year for companies that help us cope with the pandemic. what happens when we all have access to the vaccines? this one of the only businesses in the united states or the world capable of manufacturing filtrati filtration masks. now they're coining money. the stock is running from $5 to $29 today. now people are starting to be vaccinated, how long can they keep this up? let's take a closer look with carol greenstein. welcome to "mad money." >> thank you, i am so excited to be here. >> oh, thank you for saying
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that. >> how did you know this is what you should spend so much time and money on because you really put a lot of effort into this. >> absolutely, first and for most that who knew face masks would be the best armor that we have to fight against this pandemic. i will tell you what lydall do. many can take face masks but it is especially for protecting people. our frontline workers able to fight against the pandemic. we took all the available capacity that we have and we deploy it making ppe. we doubled down and we invested in $40 million, triple our capacity to make that, something that nobody ever heard of in advance of covid.
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this is not about face masks. there is a huge massive structural shift towards better in-door air quality. today is about viruses but think about it. there is allegens and spoke and wildfires. we now care and think about the filtration and mechanism in the places that is we live, work and gather. this capacity that lydall puts in and combining of the materials that we have is going help the surging and sustainable demand. >> you should point out and talk about your relationship with france and europe. you are the only company that really has this technology. >> that's right. >> again, when this pandemic hits, the world realized that it all needed the same product. most of the world's ppe was
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really made in one country, china. china really prioritize their needs first. so it is a wake up call for countries around the world. we have been in with a lot of them. we announced partnership with united states and france. but i can assure you that many countries are looking to make sure that they have a safe and sustainable and local regional supply. it is becoming a matter of national security and health. it is not just the masks. it allows the n-95 respiratory masks to do their job and that's what lydall has done for years. >> once the vaccines start, lydall can be done.
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we can't be dependant on china anymore. you are the only one that got us going. >> i will tell you what, we are 150-years-old. large global manufactures and filtration system or ppe, it is the lydall engineered solution t a critical component in a lot of these products. it is because of that we are able to quickly respond to globally, to this immediate and surging demand but also be responsive to what we all know what's coming. it is an exciting time. >> am i wearing a lydall mask? i don't know if i am. the masks are not -- this is lydall. how do they know? what they're going to say is i
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want a lydall? i hope so. >> i hope they say that. that's the nature of as you can understand a small cap in the space, we are the secret weapon behind a lot of larger cap companies, earlier in year and the midst of all of this. i had a ceo that was on your show often. when we have engineering problems that no one else can solve, somehow you guys do and it is the combination of expertise and experience. the know how to manufacture it and i am bed it in our customer product development to be able to solve the problem. it is not just to limit or ppe. as you think of this transition from combustion engine and
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hybrid vehicles or electric vehicles. we are part of the engineering solution to help see that transitio transition through. it is technologically driven play and plays the results out. >> i want to congratulate you. you expanded what a lot of people have expanded. you have hired people and you have done a remarkable job. sara
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it is time. time for "the lightning round." and then "the willing roulightn" are you ready? mike in alabama. >> your enthusiasm and analysis isamazing, thank you. >> thank you, do i look thin? >> pu know this thing is too hot for us. come on mike. that thing is sizzling. come on. let's take it off the table with atkins. let's go to chad in montana. >> booyah from montana, jim.
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>> all right. i am one of the young investors and i don't believe reddit and i don't use robinhood. i am hoping to invest what i know. >> if you have been a sportsman and you like it, it is definitely worth buying. dick's is colding down. it may be attractive. let's go to angelica. >> good afternoon mr. cramer. i am calling you about at home. >> i like it. we are not going into recession. it is a place to get furniture. i liked him. i thought he had horse sense. let's go to kccal in new york.
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>> booyah, jim, thank you for taking my call. >> of course. >> my question is what's the relationship between parsley energy and pioneer energy? >>. >> the only two oils i am recommending are pioneer and chevron. by implication i am recommending it. >> travis in ohio. travis. >> what's up, cramer? >> expects the purchase of $825 million worth of stock by 2023. cramer, is bed bath and beyond a buy here? >> yes, it is a buy. they're doing such a good job. it is an amazing thing. he got a lot of money in and he's doing accelerated buy back. buy! >> brandon in new jersey.
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>> how is it going? >> i am having a blast with everybody tonight. even the people i like on twitter. >> okay. so i got into yum brand, $89 a share. and now it is up to $106. do you think is a buy here? >> no. no, i am not going out. that's the big new term. let's wait. let's wait. >> gavin in nevada. >> booyah, jim. i have a company called ameron. i am wondering your take on it? >> i think it is hype. i know piper thinks it is not hype. it is a good firm. it is $5. >> oh, like i am really done? let's go to joe in new york. >> booyah, i am from wonew york.
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i got in the stock at 1050. that's one of the only -- i like to hear your opinion on pic? i know him for 45 years. he's a moneymaker. how about cheung in new york. >> booyah, jim, how is it going? >> going well, how about you? >> i got a quick question for you. small biotech company developing or r oral vaccine. >> vaxart.
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i am not going there. >> booyah to you, my good man. >> that's fantastic. >> what's going on? with the pandemic, you have been my golden goose, i can't tell you how thankful i am. >> well, thank you very much. >> which one? >> can someone help me on that? no, no, i love this guy, you said nice things about me. i'm searching for info on options trading, and look, it feels like i'm just wasting time. that's why td ameritrade designed a first-of-its-kind, personalized education center. oh. their award-winning content is tailored to fit your investing goals and interests. and it learns with you, so as you become smarter, so do its recommendations. so it's like my streaming service. well except now you're binge learning. see how you can become a smarter investor with a personalized education from td ameritrade. visit tdameritrade.com/learn ♪
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if you want to know what the world looks like in six months, just look at casino stocks. we flow the market already betting big on stores. once again people are vaccinated and all in a herd immunity and things, the economy will start to go back to normal and people will start gambling again.
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that's why casinos will have a huge year in 2021. they'll be up against some easy comparisons once be get closer to herd immunity. we have an entire country going crazy that desperately need a vacation. vegas, here we come. remember the "hangover"? that's my prediction of 2021. funny movie. that's a great setting for the "hangover iv," personally i think trump's trade war was the right one. people been breaking the rules. wall street hated the trade war every step of the way. biden is going lower the
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temperatures. tonight we'll move off the charts with the head of bob lang. the author of "know your options." you got to get a better read with the big three casinos with a lot of business in macao. they already started. i don't know if you missed anything. take a look at nguywynn resorts. that's the next spike. and it made a series of higher highs and lows ever since. this is all because of china and biden verses the way that trump treats china. look at the balance at the bottom. this is really interesting. you see indicator of biden, it
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is trending steadily higher. we have a new content tonight because lang is always trying to teach us something. it shows a strong up trends the last few months. what else? a golden cross, holy cow. we love that. that's where the 50-day moving average went above the 200 days. this is a holy grail. it shows the trajectory is getting more bullish. the stock currently at 107. it is headed back to $200. management is fantastic at this company. mgm resorts is a domestic plan. they got a few property in macao, too.
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the only balance i am buying is steady. just like wynn, mgm makes a golden cross in october. this one where the vaccine is in place and people feeling safe to gamble again and we are cooping up. there should be a lot of gamblers gamblers. that's where they get the bulk of the vision. this is a nearly $57 stock. the thing about las vegas is you are betting on the biden's administration easing up on china quickly with less exposure of vaccine. these casino stocks making it crystal clear that americans are ready to gamble again. the charts don't lie. these charts are screaming at
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the chinese trade war is about to beover and so is the pandemic. i think china is driving the bus right now, the vaccine will follow up but not so fast. i still think the end of the first quarter we'll have a glut of vaccines. i like to say there is always a bull market some where and i promise to always a bull market somewhere. i'm jim cramer. "the news with shepard smith" starts now. >> i'm shepard smith. on cnbc, and this is the news. such an historic day as we hopefully see the light at the end of the tunnel of this horrible pandemic. >> and healing. finally delivered to the american people. now the largest vaccination effort under way as we pass a tragic milestone. more than 300,000 covid deaths in america. >> hackers het you where you least expect it. major cyber attack. the target? u.s. federa

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