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tv   Mad Money  CNBC  January 15, 2021 6:00pm-7:00pm EST

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carter >> utilities will serve you well here buy xlu. >> tony. >> sell puts on gm >> mike. >> cover calls in uso. >> all right thanks for watching. have a great long week see you back here next friday for more 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, just trying to make you some money my job is not just to entertain but to teach and to put it in context so-call me 1800-7 43-cnbc or tweet me @jimcramer last night the president
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announced a stimulus, what happened the averages rolled over dow losing 177 points, s&p backsliding .72% and nasdaq falling .87% a lot of favs way down if you're scratching your head about this, the explanation is surprisingly simple. when an event occurs and the market gets what it wants but nothing more, it's treated as a reason to sell not to buy. biden's stimulus bill met expectations, it didn't beat the stimulus whisper so to speak and didn't help wells fargo, jp morgan and citi group reported and the numbers were panned good and bad. at the big banks are in trouble, well, that's a real problem. i think the market completely misjudged the results. jp morgan and citi group made a ton of money well wells fargo is doing better. i think he's lowballing, frankly. let me put it this way, if the
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bank stocks hadn't ran up, i bet jp morgan would have rallied and citi may have gained a point instead, all three got slaughtered and they're repealing earlier gains. my advice, why don't you wait three days, counting today, then buy the stock at jp morgan the best of breed or wells fargo, the worst of breed they will be able to buy back a boat load of stock this year and raise their dividends substantially, which is what the shareholder base really wants. you just need to be patient. now, i know patience is in short supply everywhere but that's what you must be if you're a bank investor. with that thought in mind, let's dive into the game plan. today we heard from the traditional deposit banks. on tuesday we'll hear from an investment bank that specializes in transactions and wealth management i'm betting the quarter will be a barn burner.
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i think they had a great trading but the matters may not matter plus, goldman stock is a juggernaut up from 190 to 301 now. in other words, it's coming out hot and i don't like hot with earnings season. based on revenue growth and expenses can put this stock to higher levels and we need a super duper raised forecast for this stock to rally. next up is bank of america, which is much more of a deposit bank the stock pulled back 3% today, i think we'll be hard pressed to rally much after the quarter after we intervened the ceo and he said business is terrific the stock is straight up since then like goldman sachs, bank of america is coming in smoking surged from 24 to 33 once again, when the pexp expectations are this high, it's not enough to be good. you got to be great. all over the map
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ever since the stock broke out above 500, i haven't given it the attention it deserves. i think netflix may be suffering from fatigue thanks to all the new competition these days it feels like everybody has a streaming service rather than betting on them individually, the best play is put your money on a steaming arm's dealer yes. like roku that enables the industry to stream it wants to get the groove back it needs to blow away the numbers but i'm not holding my breath now you could get a blowout on wednesday when you hear from u of h, i expect yet another incredible amazing quarter that still seems to surprise people i don't know how they do it. the company is a machine, money machine and i wouldn't be surprised if they raise the forecast very big, too the people think it's unexpected is really incredible i'm telling you what will happen how can it be unexpected if i told you to expect it. i'm expecting a picture perfect
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quarter from proctor and gamble wednesday morning. why not? it moves a ton of merchandise overseas and for the first time in ages, the numbers will be boosted by a weak dollar rather than hampered by a strong dollar speaking of terrific results, it would shock me if morgan stanley fails to beat expectations they had a couple months of e trade and bet we'll hear they are pounding the table for new ideas. the ceo navigated the broker waters better than anyone except people at robinhood. the only problem i see is with g g go gordman himself. i'll have to give him a jungle just kidding after the close, we'll hear from united airlines. when delta reported, the ceo painted a bullish picture. i like the interview but judging by the action in the stock it
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fell on deaf ears and ratcheted down the group if we have a good vaccine day, the answer is yes, otherwise it will not matter. thursday is a mismatch important names. let start with union pacific this is strange. last time union pacific reported the stock fell more than 30 points and made up losses and then some. i don't know really good news is the rail is down no matter what and that's because of efficiencies and expense controls that had been lacking. after the close we get some of the most volatile story stocks out there and will lesson volatility going forward, ibm and intel. we think they will introduce the management team of newco i think the street will like what he hears and the big dividend plus small growth story that is ibm could intrigue more conservative buyers. then we have intel, it just shook up the new ceo after the company suffered multiple sales misses and tapped an old hand,
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engineer pat who has done a terrific job in recent years. i bet he will do a fine job at intel. i got to tell you, the selling competitor amd is way over done at this point. once again, i like what i see and grows stronger if it sells off in response to union pacific, got to be a buyer and this stock has become the shining star of the industry i don't expect the quarter to be strong but the recount is rising week after week after week and that is always good news for the stock known to slide even though you know how i feel about the fossil fuel related stocks just trades. not investments. it's tough to gain earning season but the bottom line is there are opportunities you just need to spot themfirst and figure out if they are trades or inve investments. with a trade you have to get out the moment they win and an investment, you wait for the story to pay off i need to go to shane burg in
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new york. >> caller: boo-yah jim first time caller, long time member of the alert club. >> we've had interesting ideas as of late glad you joined. >> reporter: the stock i'm calling about surged 236% and the company is on a tear since the georgia senate race and made an an emphasis on clean energy. i'm playing with house money is it a good-bying opportunity the stock is sun run. >> i like sun run but i like solar. i've liked every single solar including the red hot -- i thought you were going to say -- you know which one i thought you were going to say n phase which is another one i like i got to tell you something. these stocks can go down for a bunch of days. there are a lot of people that bought these waiting for an
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election result and now they are selling off because of that. you have to wait for a couple days until the inauguration to make this work thank you for joining actionalertsplus.com can i go to ethan in arizona, please, ethan? >> caller: how is it going >> not bad, how about you, e ethan? >> caller: not too bad glad it friday but i'm sad, too. >> friday seems like tuesday >> caller: fair enough. >> every day seems like tuesday with this dry january. whoever thought of stupid -- never mind off top pick what is going on >> caller: i'm calling for ghiv gores holding -- >> yes, gores holding. >> caller: okay. okay they happened to number two in whole sale but the last merger they did searched 200% i want to know your opinion on this spac and whether you think it's a buy or not.
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>> i kick this around and we decided we liked gores holdings which in many ways we likes gores, which means that could be the answer but that's not enough for you. i don't mean to gift you a short shift but hey, they are smart but sometimes that does matter at this stage. so ethan, my only contribution is to say i like them but the stock itself is harder for me because there are so many of these i haven't done enough work in got to be honest there is something like 100 spacs i got to learn dry january. kidding. you have to figure out if there are trades you got to go when you get the news or investments allows you to buy down. on "mad money" tonight, po porch isn't waiting. the company snatched up four companies yesterday. this is a rocket ship. i'm talking with the ceo about
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the move and a chaotic market, you must not miss my take and bring a pencil and paper or whatever you use to my 5 g revolution etf and i'm sitting down with the ceo of upstart to find how the company expects to bring the excitement of a.i. to the world of banking so stay with cramer. >> announcer: don't miss a second of"mad money. follow @jimcramer on twitter have a question? tweet cramer ha#madtweets send jim an email to cnbc.com or give us a call at 1-80 1-800-743-cnbc miss something head to madmoney.cnbc.com.
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last year we had scores public by merging with special purpose acquisition companies called spacs you hear in reference to electric vehicles but that's the tip of the iceberg we have more homework to do. take porch group, a home services network to help people find the right movers or contractors and offer software solutions to movers and contractors. thanks to the back end technology, porch gets a look which consupemers are moving attracting users to the plat platform it's kind of iningenius to me it will be more of a special purpose acquisition rollout to plan to make four acquisitions porch preannounced excellent fourth quarter numbers and raised the 2021 revenue forecast and the stocks surged 12%. i love bringing you into these spac related entities.
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can this keep roaring? let's take a closer look with the founder and chairman and ceo of porch group to get a better sense of where his company is headed welcome back to "mad money." >> it's great to be back, jim. >> you've done something amazing here because you've kind of made it so that all the things i hate doing when i buy houses and we've bought a bunch overf them will be taken care of and the people that benefit are the homeowner first and then everybody else walk us through that and these acquisitions that make it so it's a fly wheel. >> you got it. it is a fly wheel. we provide back end software to companies and help those companies grow like home inspection companies or moving come u companies and they introduce us to homeowners or buyers. we're making the experience for anyone moving into a home feel like it does to a ceo where you get a corporate relocation and
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everything is handled and magical. we think that should be the experience everyone has across the country. we get a channel of consumers every single month we get to help with create services like insurance that would be a key focus. >> so how to be certain because we were looking at the site today that you got the best that consumers might want what's the secret sauce here so that i feel confident getting, using the players you have >> the reality is that we help people through that move with all of the options that they might want to select from so let's say that you are moving into a new home, you're going to need homeowners insurance. so we've gone and partnered with a variety of carriers so you can see every price in the matter of a minute or two and started to layer in as of yesterday
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a insurance company that's ours. you need a mover if you want a couple people to carry heavy stuff, we'll show you all the options and pricing and reviews and integrate with the moving companies and storage truck companies so we'll help you with any move. tv, internet, security, if you need the tv mounted for the first weekend movie, it's a comprehensive solution for the consumer. >> let me ask you, matt, you have a software as a service let's use the roofing one. it's a good example. it not just like the old days you call someone and they get -- you've got what -- let's say what mark does with salesforce.com for roofing. >> that's exactly right. i mean, at the core, our business is a vertical software platform we go and we sell software to home services companies. so just as an example, 28% of
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all of the home inspections that happen in the u.s., if you think when you make an offer on a home, you have to get an insp inspection, 28% of those are managed through the software platform that we provide and sell to those inspection companies. we do that exactly right in the moving category and roofing category as of an acquisition we announced yesterday to help these companies grow and provide a better experience to their consumer. >> my principle concern is time. i'm blessed, fortunate enough, descent job for the money but i do not have the time if i found a house in someplace i really want to go to do any of these things can i literally go almost auto pilot to porch and get all this done >> that's it imagine if you're moving, the third most stressful time in people's lives behind death of a family member and divorce, imagine if that is now easy.
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everything is taken care of. we'll get your insurance set up for you no problem we'll go ahead and get the movers coordinated no problem it will happen for you behind the scenes we'll get your tv and internet set up and electricity set up and electricity set up we'll make sure little tasks are taken care of that come out of the inspection report to help with the consumer and by doing that, these companies we partner with, these 11,000 companies we provide software to, we make them look good to the customers and stand out from the competition. >> i understand why this -- why your stock is doing well you have a really great, really great product that everybody benefits from using including me the next time i move founder and chairman ceo of porch. >> this say good one i got totell you, we followed his career and what they're doing and one thing you have to do is go to their site
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you can see how simple it is and you'll know exactly what they do i urge you to do that before you buy the stock. "mad money" is back after the break. so, what should we do today? ♪♪ [sfx: beep beep beep] should we just go see a movie? yes! go rogue in the all-new, fiercely reimagined nissan rogue.
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in a chaotic market with lots of confusing cross currents you need to stay focused on the secular themes or failure of another huge stimulus bill and as 2021 gets rolling, few themes are more exciting than the arrival of 5 g yeah, 5 g wireless network is the next generation could be up to 100 times faster than the 4 g networks most of us use are being rolled out in a meaningful way. this is more than speed and people keep confusing it 5 g is the first wireless standard to be optimize for the internet of things and connect
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devices using 90% less power so much more battery life we've been getting ready for the big 5 g buildout for years it got rolling last year but now has momentum we need to invest it so tonight i want to give ways to play it which is why we've created the "mad money" 5 getf made from ten of my favorite 5 g names to boil this list down because there are many we could have put in but we want them because they are important. we got to use t-mobile that's been the best performer in the group thanks to the leadership of the former ceo john legere and the sprint merger that put it equal with att and verizon like they pleaded. more importantly under the new ceo, t-mobile laid groundwork putting them in a great position going forward. right now, the consensus among experts is that t-mobile has the
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most widely available 5 g network although verizon has the fastest speeds if you're lucky enough to have coverage. the company covers 280 million people across 1.86 million square miles and announced agreements with ericsson and nokia to expand the network. i'd feel nervous with t-mobile, the darn thing rallied 72% last year but the stock pulled back a quick $8 from the highs so that's a good day to day just on monday it went down for no particular reason you're buying opportunity. we need a good cell tower of play and i like one that's not been good. crown kracastle okay i bought it from the travel trust you can follow along by joining the actionalertsplus.com
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club the key is crown castle spent many years for ultra fast 5 g networks in densely populated areas. the bets haven't quite paid off yet so the stock is kind of a bow wow but as more and more 5 g enabled devices get sold, that could change practically overnight like we saw with the rollout of 3 g not long after the original iphone launched in the meantime by the way, the great thing here, 3.4% yield the stock was up today because real estate investment trust and it is an interest rate play so when all the -- i don't know if you saw the yielding stops like american electric power went up including crown castle it trapped between real estate investment trusts and rates and the actual business it's in which is cell towers how about harbor the most obvious play here of course is apple and it's always going to be apple. why? because it's just launched the 5 g enabled iphone 12 back in october, which i just got. you know my feelings on this
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one. own it, don't trade it i think apple is benefitting from a huge 5 g upgrade cycle and asking for 95 to 96 million iphone units this year up 30% from 2020 and 5 g isn't even widely available yet it's doing well in china, much better than people realize as networks get better, the story is more attractive and making apple into more of a consumer product story and the success of the air pods and watch and ratcheting down with tensions with china that i think will happen almost immediately with biden it doesn't mean the stocks pulled back but very, very heavily traded today in a negative way and that was despite we got two different number bumps and the reason why it was down was the tech if you're looking for more speculative hardware play, you go with a company called inseego. they make hot spots you can buy
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from verizon or t-mobile we covered it a year and a half ago. since then it's been a gigantic winner the story has only gotten better and better they did a couple capital raises and stocks down 20% from the december highs for no particular reason of course, you can't have hardware without components, which is why we need a bunch of semi conductor names for the 5 g g etf. there was real duking out about this one because we had different views but that's okay. we resolved it and let me give you my four favorites. there is marvel technology at $17 was the best 5 g playthat makes chips for networking, communications and storage we own it for the travel trust we're sticking with it here is a company with explosive 5 g growth the only problem is supply constraint because demand is off
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the charts they are firing on all cylinders to develop the new line of in house server chips but the key is the 5 g buildout. when you see the stock you say nose bleed but remember, it was way, way down because of a very co c convoluted reorganization. next up is qualcomm. their technology platform is essential to worked a as ver t - advertised qualcomm is in everything and fighting customers in court including apple with the 5 g buildout heating up, we're approaching the pay off period again, it's rally from 60 to 157 over the past ten months and eloque still sells for less i want you to think about where stocks are going speaking of that how about sky works solution sky works, which makes cell phone components, power amp amplefiers that nable
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connectivity straightforward. a 5 g phone needs a lot from the content than a 4 g phone they're a huge supplier to apple and can't talk about that on the calls and that's why a lot of people are confused they have an l? they're not allowed to talk about it this stock doubled from the march lows but spent the last week selling off giving a nice entry point. what is our history? we recommend the stock at $5 when david aldridge was one of our first guests the fourth chip maker -- a patriots' fan so i'm sure he's just miserable the fourth chip maker, taijuan semi conductor this is the largest and strategically in the world $650 billion company they don't design them but a huge out source. think of it as a play on the volume they announced they're boosting
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the budget by 50%. 25, $28 billion because they've got -- they're part of that chip shortage you keep reading about but making a killing from 5 g. the united states better get in there and protect this company believe me, when you hear about china wanting taijuan, they have to waratchet that down. they need security in a world where everything is hooked up at the cloud. you need cloud native plays and choosing cloud strike. every new 5 g device on a network is a point of vulnerability. businesses need solutions that can scale and this is it crowd strike had an incredible run over the past year up 264% like many of these, it's pulled back in recent weeks i said buy it on pull back when it pull back happens, i say act, doesn't just sit there. we want them to have exposure to what is known as the edge. the technology that makes up the last piece of the network where it connects to your phone which brings us to the controversial
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next generation content delivery network that helps digital media companies submit content finally, here is why ipt con it's controversial. when the trump white house cracked down on ticktock, it's regained half the ground and shocked people when it happened. it got a new president taking over and it will change when biden comes in he's much of a threat to tiktok. even without tiktok exposure, it will be worth owning time to take it out of the penalty box and i welcome them back on. here is the bottom line, i can think of terrific 5 g plays but if you want a diversified basket, go for t-mobile and that's for the whole network, crowned castle which we know is for towers, apple, qualcomm, marvel tech, sky works solutions, we have different suppliers that's the outsource
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and crowd strike and fastly for the edge joe in new york, joe? joe? >> caller: i'm interested in learning a little more how short term game tacks plays a role in your decision to sell stocks i've owned data dog for eight to ten months now and more than 100% of my original investment and leading towards lessoning the position and not too thrilled about giving uncle sam 25%. any thoughts on how to proceed >> i'm looking in "jim cramer's world money" i say don't fear the tax man. be far more worried about taking a capital gain -- or less than gain you think data dog is going to have fundamentals that turn south, you should sell it but i've got good news i think they're going to be good so you can hold on staying focused on big sector themes is key like the arrival
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of 5 g and now you've got the "mad money" 5 getf some firm will go make tens and millions of dollars from my etf and like agent sam gerard, i don't care much more "mad money" ahead. i'm sitting down with a former google executive to find how the company is revolutionizing lending. then, why the private sector could be the answer to all the covid vaccine troubles hey, yeah, my plan and all your calls, rapid fire tonight's edition of the lightning round so stay with cramer our retirement plan with voya, keeps us moving forward. hey, kevin! hey, guys! they have customized solutions to help our family's special needs... graduation selfie! well done!
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this market loves thin tech,
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financial technology stocks. a month ago upstart lending platform became public at $20 and since then the stock has been on an explosive run surging to $69 a couple days ago for pulling back to 56 today i think it's worth taking a closer look now that it's cooling off. upstart uses data. they don't lend money themselves they're a marketplace that matches borrowers and lenders. unlike red hot ipos, the borderline profitable, can you believe it an and it's growing like a weed but is it worth paying up? maybe you want a pull back let's check in with the co-founder and ceo of upstart. we'll learn more about his company and prospects. welcome to "mad money." >> thank you, jim. >> because it's your first time, i want you to be able to walk our viewers through what upstart does because they won't go to
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upstart bank so it's more opaque but i bet you can explain it in a way that's more interesting. >> upstart is an artificial intelligence lending platform. we help banks originate consumer credit with the power of a.i. and what that basically means is much higher approval rates, much lower loss rates and a whole lot of automation so that their lending programs can be more profitable and larger and grow quickly. the interesting thing about upstart is we're actually both a consumer and enterprise company we market under the upstart brand and refer them to our ai enabled bank partners. >> b to b to c. >> that's right. >> now, there are people, you told me to look at this. you got to ask about how the partner concentration and lead in concentration and whether you can get them broader because to me the model works for -- it can work for every institution in
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this business. >> yeah, you know, our view generally is all lending is headed toward the use of a.i. because the economics you can improve are pretty dramatic so we started really in our first several years working with just one small bank and really just refining the consumer experience in getting the a.i. models and learning and growing quickly in the last couple years, we've been ready to take it out to the market there is ten or so banks on the platform today and that's kind of our future, not to become a bank like other fin techs are doing but really to become a partner to banks so that they can really move into this very sort of game changing technology a.i. lending. >> i was trying to figure out how big this could be and i came across a commencement speech from google, he gave a speech. i'm not sure if you know his work from google at the school of engineering at colombia and said that there are millions of people right now getting loans, a.i. in china and that the loss
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ratio is dramatically lower than any bank in our country. >> other parts of the world, china in particular are at the forefront of these because they don't have credit burroughs and other standard normal ways to do these things and in some sense, it's been a strength that we have these things but also a weakness in that the u.s. market has somewhat lagged so we're really the first or among the first to bring a.i. and much more aggressive approach to modernizing lending to the u.s. market in partnership with banks. >> well, that's where i felt a lot of people are always looking for something that can scale when i looked at your company, i said you probably have many, many years and the total adjustable market for your product is gigantic and we're getting in literally on the ground floor from upstart. >> yeah, i mean, really we're in -- we started in personal loans. we're just expanding into auto loans. but we're really just in one country and in a couple market
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segments, yet we're growing very quickly and as i said, all flavors of lending are going to move to a.i. and the reasons are obvious. when we talk to a bank, our story is we can help you increase approval rates two to three times your current model with the same loss rate and that's not like a ten basis point improve 789. th that's a massive 100% or more imp improvement and that's how impactful a.i. is to lending we think it will be everywhere eventually. >> is there any way anyone else can have the amount of data points you have it seems like you have a tremendous, many different parts of the moe. >> with enough time and energy and the right team, you can build an a.i. model but can't shortcut it. we have over 1600 data points on every app -- applicant and when
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somebody makes a monthly payment or late. tesla has 3 billion miles of autonomous driving on their platform and tesla is that far ahead of the market. so a.i. is a data game and it's a training game and this is just in shortcutting that you need the data and time for the machines. >> that is the real mode dave gerard, founder and ceo of upstart. great to see you thank you for coming on "mad money. very interesting company when i hear something has been scaled for ears, it makes me like it. "mad money" is back after the break.
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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. bran ddon in virginia, brandon >> caller: big boo-yah thanks for having me, jim. my question is for american airline stock. >> which one >> caller: prepandemic the stock is around $30 a share and dips all the way to a helow of 8 las year and today hovering at s15.5 with the vaccine rolling out, do you think it will be a bull or bear >> a giant equity offering they had to do it and raise money. i don't know how much money they
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are losing delta is still losing a lot of money. buy the stock of boeing. if it comes back, everyone short planes and needs them. that's my idea i want to go to craig in california, please, craig? >> caller: hey, jimbo. hey, how is it going there, buddy? >> real, how about you >> caller: doing all right doing all right. i'm looking at a stock down considerably from it's 52-week high sports a 2% yield. been real busy lately. made a big purchase of telephonic and i like insight wireless what's your long-term stock on amt? is it still an atm >> very funny you say that i always felt that way now i'm not so sure. i like crown castle more in a travel trust you can follow one we've been buying crown castle stocks way down. the reason it is going down is because like crown castle, it trades off interest rates. these are great companies but that happens
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i would prefer you to be in cci than amt keith in indiana, keith? >> caller: boo-yah, jim. >> boo-yah >> caller: first time caller been watching you since the c cudlow cramer days >> holy cow. that's when tvs had rabbit ears. >> caller: i hear all the time about this company it seems to be in a 3 to $5 range for the last five months is 2021 going to be any better for opco health? >> i don't know what to say, keith. i'm glad you brought this up bio reference labs is having just a killer year some of the other things that they've got and there are amazing, dr. phil is visionary but won't get out of it way. i've looked at the stock every day to say is this the day is this the day? i'm beginning to believe, you don't want to hear this but the day is not arriving at least any
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time soon. angel in florida, angel? >> caller: hey, jim, boo-yah. >> boo-yah back. >> caller: first time caller here thank you for everything you do. i'm a new investor and recently got into general motors, ticker symbol gm. i want your thoughts. >> i cannot agree with you more. i have decided, you know, i went positive on the autos. the travel trust bought ford buyers doing an amazing job at g.m. that company could be worth far more it won't be the next tesla enough it real good that's me in my head tesla, tesla, tesla because if you're in this business, it's the tesla business let's go to brian in sweet home alabama. brian? >> boo-yah, jim. >> boo-yah. >> caller: hey, thanks for taking my call and sharing your wisdom so we can get our money to work for us. >> okay. >> caller: what is your take on
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surface oncology with all that we've learned through the covid pandemic, could surf become a bull with the work in geonomics. >> it's goncology and genoms. if you want a speculative stock, it seems like a very good place to be. can we go to isaac in colorado, please >> caller: mr. cramer, thanks for having me on love love the show. i purchased a stock in early november of 2020 and since then it's been under per poforming including today. if i do my research to discover why, i can find no reason. this company has an impressive track record over the last decade and currently my third largest holding in my portfolio. my questions are why is it experiencing this downward trend and two, do i increase my position, hold or sell
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the stock is st sbgi. >> i think sbgi is remarkable. it's great some high growth companies started to rollover. people are scared. i think you should actually buy some spgi. let me tell you how crazy i was about this when i saw it was going down, i was searching and searching and realized that the guy who is the ceo is doug peterson i think they confused him. i would buy that stock and that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightening round is sponsored by td ameritrade it's a thirteen-hour flight, that's not a weekend trip. fifteen minutes until we board. oh yeah, we gotta take off. you downloaded the td ameritrade mobile app so you can quickly check the markets? yeah, actually i'm taking one last look at my dashboard before we board. excellent. and you have thinkorswim mobile- -so i can finish analyzing the risk on this position. you two are all set. have a great flight. thanks. we'll see ya. ah, they're getting so smart.
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a vaccine, a vaccine a kingdom for a vaccine. everywhere i go i hear people tell me they would trade anything for a shot in the arm you might as well be ripped from a production of richard iii. that's why i'm thrilled biden picked dr. david kessler the head of the fda under clinton and bush to run the rollout. he's terrific. we we need someone to real lize th kingdom is at stake. when biden rolled out his plan, i was torn more vaccination sites and paying the states to bring in the national guard and boost
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production but how about common sense, however, they're trying to build on and improve the current program. i think we needed a clean break from it. we have to accept the decision to pass the ball to the states was pure idiot if you're trying to ensure the vaccine got to the fewest people as possible you hand it to 50 cash strapped governments in way over their heads because they know nothing about public health they have got enough on their plate. they can't handle vaccine distribution reimbursing them for national guard mobilization is a smart move but i'd like to see the states taken out of the equation federalize it should be administered by the military and takeover high schools and jab people around the clock from now until march when the cdc predict es the fasr spread will be the dominant strain ideal, yes, i would make it so
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the federal government ran the whole thing but if that's not possible and we have state involvement and we're stuck with it, how about public private partnerships there are better and worse ways to do it what's the better or maybe best way? we spoke to the ceo of charlotte north carolina based honey well and he's as fed up as the rest of us about this way that things are being done pick up the phone and call the management of the carolina panthers and say let's solve this in north carolina and brought in atrium health, local company, 42 hospitals and they planned to vaccinate 10,000 people a day in the panther's stadium. this morning i talked to the owner of the panthers and asked why he got involved. he made it clear the vaccine could be a game changer. you want irony i interviewed him last year the day before the super bowl and he made me realize the pandemic could be a catastrophic game changer. he wants to get as many shots in the arms as quickly as possible like you and me. even if it means him doing it
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himself. he was confident they could make it happen because nobody knows how to get people in and out as fast as possible better than the owner of an nfl team think about that, right? it's about through put the ability to vaccinate many more people at once. that's the answer here so i think dr. kessler should call the owners of every sports team in the country. they are all rich and have them coordinate to get people vaccinated in their stadiums like in north carolina in a perfect w0rorld, wehave the military do everything we trust them. sadly, the federal government alone is more cash strapped than companies. over the past 40 years, we've shrunk the government so much i don't know if it has the capacity to do big things. if the feds can't do it, they should bring in private industry like north carolina like honey well and the nfl franchises have a greater breath of knowledge to know how to do supply chain management and more scale than the government itself if they
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can't print money. believe me, a private industry wants the pandemic to end. the businesses depend on getting people immunized they have every incentive to help so let's put them to work there is always a bull market somewhere and i promise to help you find it. i'm jim ""mad money."" the news with shepard smith starts now the threat of violence across america i'm shepard smith. this is the news on cnbc we don't take any of the measures that we've taken lightly. >> a nation on edge. a people divided threats growing. and security increasing everywhere tonight, we are on the ground, across the country, where they're preparing for the worst. inauguration rehearsals postponed. the president-elect's travel plans canceled and more troops flood d.c.

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