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tv   Mad Money  CNBC  February 5, 2021 6:00pm-7:00pm EST

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to use out of the money call options to helping a short stock position. >> time for the final call carter >> disney long >> tony. >> betting on mgm. >> mike. m i'm rooting for you, to bry. take it home >> have a great weekend. "mad money" starts now his cow
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reports after the close now that 5 g has come knocking and web x is doing better. cisco is gradually transitioning away from hardware toward more software and i think we're getting close to the inflection point where the stock gets a higher evaluation. can't wait for it to happen. you got to get in ahead of it. remember when twitter suspended trump's account there? at first we worried that would be bad for business but judging by the recent action in the stock, maybe they should have blocked him a lot sooner so far this is a great quarter of every internet brand from alphabet to facebook, that amazing quarter from pinterest twitter has plenty of room to run. wednesday morning we hear from general motors
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we got great numbers this morning from ford. marched by a semi conductor shortage if gm says the same thing now, maybe they won't be punished for it more importantly, i'm expecting an explosion in free cash flow and commitment to ending the internal combustion engine in a little over a decade you heard me i think the ceo has done remarkable things here creating a battery technology worth the price of the entire company. g.m. can use the sales and cash know to invest in electrics all she wants. i bet we hear great things should we still care about the stock of coca-cola of course. it's not often you can get the stock of a terrific company with a 3.5% yield, what bonds give you. it down in part because so many of the restaurant customers are shut down. once we reopen, that business will come roaring back for now, the stock is too cheap to ignore. after the close we get results from zinga, the mobile gaming play the video gaming business is on
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fire and rising tide is lifting off boats. if game stop had been smart, they could have done a big equity lifting and used the money to buy it but with the stock back in the 60s, they missed the opportunity or will continue to miss it. i want to get johnson on the board. on thursday morning, pepsi co reports and i think they will deliver an excellent number because the snack business gives them excellent consumer exposure than coca-cola frito lay. the last quarter was picture perfect because we got bored with the staples i never get board making money after the close, i get to hear the voice of america's best cfo christine mccarthy, the architect behind walt disney's moves that allows the company to play at a time that is reeling as i said many times, disney is my favorite reopening stock.
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i'm pounding the table again meanwhile, their streaming service disney plus won't quit because it's an incredible bargain. when you see how well this company does without movie theaters and crowded parks and sports at one point last year, what happens when that comes back i see this $180 stock headed to $200 do not pass go collect that $200. however, thursday's marcevent ie pal paypal analyst meeting i'd like paypal since it was spun off in ebay since 2015 and i think the business is about to reaccelerate this year because they already reported a magnificent quarter last week. i bet what you hear from the ceo, i recommend buying the stock before hand if you don't own it already it will be spectacular on friday, we hear from a forgotten company that could be about a get love again newel brands the stock is creeping up so much about this one mostly because of the board challenges and missed quarters.
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those issues are definitively behind them. newel has come back as real. i can't guarantee this week's run will continue. this was the calm after the thwarted rocket ship emoji emotion but we're back in the miss of trying to make money again by finding stocks of companies with good fundamentals nice change in pace. let's go to max in florida, max? >> caller: hey, jim, i just had a question to you about virgin acquisition. i bought on the news last week about a possible merger with 23 and me and now that the cat is out of the bag, i want to hear your thoughts on it. >> you know, look, this is one of those where the cat -- actually, you know what? you said it. the cat is out of the bag. i don't know what happens now. i think it's happened and you move on and find the next cat. best thing i can say how about sarah in texas, sarah? >> caller: hi, jim i'm a college student from texas
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and just starting to learn about investing and i'm a huge fan of yours so thank you for taking my call my question is about -- >> you're very kind. >> caller: i invested in j and j this past summer towards the beginning of the pandemic and i'm really happy with the return i've seen so far but i noticed that last week the stock price dropped by about 4% when the news of the vaccines effectiveness came out so my question is, what do you think? should i buy more or hold at my position and what do you see for the future of j and j and the vacci vaccine rollout? >> johnson & johnson triple balance sheet, huge in the world, you own that stock and if it comes down, what you do is this, buy, buy, buy. seth in florida, seth? >> caller: hi, jim, appreciate you having me on today. >> of course i'm glad you're here >> caller: so with the biggest betting day of the year sunday, it's timely to ask you about
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draft kings, dkng -- >> well, i know -- >> caller: legalized sports betting -- go, please. >> i know those guys well. i happen to have -- i'm sorry. i want to tell you, i have a -- i've always wanted to disclose this i have a deal with them called bull market fantasy. it a remarkable company. they are two ways to play gambling and gal blmbling is sweeping the country and not reflected in the price of the draft kings stock and unbelievable management team they have. i'm willing to say once again, buy, buy, buy. all right. it feels like we're back in business and boy, what a great feeling. on "mad money" tonight, i'm talking with the ceo fresh off earnings and my exclusive with estee lauder and how the business is changing with the pandemic. and could the partnership
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push the stock to new heights if they get it right? i got the ceo after earnings 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 to "mad momadmoney.cnbc.co. hi, i'm a new customer and i want your best new smartphone deal. well i'm an existing customer and i'd like your best new smartphone deal. oh do ya? actually it's for both new and existing customers. i feel silly. but i do want the fastest 5g network. oh i want the fastest 5g network.
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last summer we talked a lot about the great outdoors
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in the fall most of the stocks did fall out with people assuming they did go out of stock. i told you to stick with them. i thought the great outdoors theme trumped the usual seasonal story and players had learn inventories that seemed to make a killing. take brunswick the big boat maker you know my fav. a stock that worked 40%. it raised the full year forecast but you're basically getting the f fantastic quarter for free let's take a look at the ceo to learn more about the quarter of brunswick. welcome back to "mad money." >> thank you, jim. great to be here. >> david, i struggle this was maybe one of the most perfect quarters i've seen i was reading in jeffrey's note, they have different things what they like and didn't it got to what we didn't like. nothing. it was a clean quarter
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what do you do for an encore >> there is a lot more to come, jim. as we look at 2021 we're off to a great start. the momentum we have in 2020 is really carrying through and as you saw in our earnings release, we raised guidance for 2021 and for 2022 so we think we're real ly on a roll. >> now, you do have some spare capacity because i was worried, i saw you're down to 19 weeks inventory and the lowest in a couple decades but you've got florida, some mexico, some port gi -- portugal you have the aboility to meet demand. >> between the facilities you mentioned, jim, we added about 44 44 -- 4,000 units on top of the 4,000 we have. that will help us get off the pipeline if you think about last year, we retailed about 38,000 boats but were only able to make 28,000 because of the disruption in the second quarter just to get to 38,000 retail
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units or more this year, we'll be about a 30% increase in production and it won't allow us to make much progress with improving the pipelines. with that additional capacity, which will bring on progressively and really have mostly next year, will help us address the pipelines in '22 and a little beyond. we'll get down for that period. >> so david, do you ever worry, you know, i did for awhile, you've convinced me otherwise and i want people to understand once social distancing goes away and maybe things return to normal and we're vaccinated that boating will somehow go out of style or is it the hopopposite, people have rediscovered voting and it will be a much bigger part of the wallet of americans if not people around the world >> we think so, jim. we recently ly surveyed a groupf people that bought boats in the season and 90% rated that experience during that season of
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four of five stars in other words, pretty much everybody has a fantastic first season and obviously, that bodes well for the future. if you think of some other trends that come along with covid, what we think have legs, things like more arrangements we're seeing more people boating during the week versus weekends. that's very favorable. if there is any legs to the trend of the organization, it tends to put people in spaces with more access to boats. with a lot of carryover of people that wanted to buy a boat last year and just could not find a boat they wanted because of the low inventory levels. we believe they will look this season and next season to get their boat and that means long term stablility to the retail trends. >> you have the boat club, one of yours you know that, is that a funnel or is that just a great
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business and it doesn't need to be a funnel to buyers? >> well, it's a great synergy for us it's adjacent to our business. when we surveyed members, only about 5% intended to buy a new boat so we're really not cannibalizing any of the people buying new boats but the synergy is huge for us and when we bought the business in 2019 and had 180 locations and about 1800 boats, it now has 253 locations and about 3,200 boats. those boats turn every two to three years. it was an opportunity to sell more than 1,000 beoats every yea and just, i think a week or so ago, we actually passed the point where about 1,000 brunswick boats had actually been sold or ordered into freedom franchises we're thrilled about the way that business is performing and
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the synergies it provides not only for boats but customers. >> david, you also teased us when i was listening to the conference call. six days from now you say there is a moe mbig day for mercury. what can you tell us >> the product we'll be launching which is a propulsion product will be disruptive to the segment it's targeted at it's a combination of technologies never been seen before in marine and provides unbelievable efficiency and performance. the maintenance and service cycles are much longer than anything the market has ever seen so please tune in folks at mercury marine.com, you can register for the event it will be a fantastic launch. i cannot -- never been so excited about a product launch like this one. >> you did mention on the call these virtual events turned out to be a much better place to
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showcase you know i love your boat. i do go to them. i guess people just love the look, right? >> i think, you know, they really do and you're right, you know, of course, physical boat shows are a big part of the industry and very exciting but have really found and invest the a lot from websites to virtual boat shows to mobile experiences and that is certainly a place where we can meet new consumers and where consumers really want to be bet. we think kind of digital consumer journey is going to be a big part going forward independent of what happens with covid. >> you next david, one of the things people used to make the joke a boat costs too much i think it was because the technology wasn't good enough and the quality wasn't good enough is it possible, david, the boats you're making now are so expensive to run and maintain that whole notion that owning a boat is expensive is out the window >> well, i think we offer so many options now and our product is so reliable
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if you look at mercury last year, their warranty rates, repair rates were low as best in class from anything to consumer electronics to automotive. quality is absolutely fabulous reliability is fabulous so people can spend the time enjoying their boats on the water, jim i agree with you the cost of associated with boating has gone way down. >> look, i don't -- i don't hide it i love boats so much, and i love your boats, and i'm so glad you had a great quarter and there will be many more. the ceo of brunswick corporation, b.c fantastic having you back. >> thank you so much, jim. always great to see you. hope to see you soon. >> of course, you, too, "mad money" is back after the break. >> announcer: a new era for beauty as the pandemic changes consumer's retunes, skin care is
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emerging as a bright spot. cramer looks at the changing face of the industry with a company with skin in the game just ahead
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earnings beat because they did a great job of pivoting, cutting costs. that's why the stock surged 8% today. new all time high. estee lauder is my favorite reopening play to make a fortune once we're vaccinated and the world goes back to normal. if the stock is hitting new highs now, can you imagine what happens when makeup is weak doubling to 50%, just imagine what this company will look like when we beat covid don't take it from me. let's check in from one of my favorite ceos and he's on the show very excited about this. he's the president and ceo of estee lauder company to get a better read on this quarter. welcome to "mad money." >> jim, very nice. very happy to be with you. >> oh, i'm so thrilled you're here how did you have ten brands that grew double digit at a time when so many companies are struggling >> a lot of hard work and happy
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to discuss with you what happened but basically, a lot of hard work from the entire team. we have an amazing team. we have a great strategy and this is working. >> tell me something when we first met, it was cosmetics, cost memetics i said why do you bother to have skin care? this is a loser. you said jim, you don't understand my business and gave me a tutorialtutorial. sir, how did you know not only it's worth a fortune, the skin car because but where it's leading the company. >> i've seen in this moment in beauty around the world is first of all, skin care. there are consumers that use more skin care skin care is perfect for the use educations during the pandemic when most of us are working from home, closing our homes, we are time to pamper and need more
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skin care benefits and so this is working around the world. particularly in asia also skin care is working well because the asian populations are the most demanding consumers in terms of skin and they're driving also this global trend they are the big driver online as you can imagine, many, many people started shopping more online and we were ready we've been able to pivot to align around the world very fast in the last driver has been asia where the growth is stronger than any part of the world. >> now, i was very worried i have to admit. because when i was thinking about asia, i was thinking you know what? that's the selfie generation and it's gotten to here and as long as there are selfies, people want to look their best. i never thought that we would have another generation, it turns out we're now in the zooming generation. >> yeah.
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absolutely actually, the makeup category is the softest categories around the world because it's about education and people go less to their offices for business they go less to parties, less in restaurants so there are less makeup use education but there is one education which is new and booming which is exactly being on zoom, being on web x, we call it the user education you and i are leaving in this moment so that's an of pportuniy to use makeup and in fact eye makeup that is booming and only come back when covid will abate. >> well, let's go back to china because their covid has abated more than other places the comeback is rather extraordinary and also seems the brands that people are buying are your highest level best margin brands. people don't seem to stint on
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makeup when it comes to estee lauder. >> no, absolutely, but particularly in asia and china, the luxury of skin care is doing really well and makeup does well and people are going from mass to luxury more and more and the d demographic is in favor of the population what is happening, we call hero products, the products that have the highest repurchase rates meaning the people love to repeat and buy regularly as you know, in the consumption industry, the consumer industry, profitability is very much into the repeat into the products that create loyalty. trial is an investment the success in the repeat of loyalty, and the hero products that create the highest level of repeat now, how do you create a hero
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product? the answer is quality. because i know many people that will try new products because of marketing but they will repeat it and become loyal only because of quality because this product is performing and that's where estee lauder company has an enormous amount of resources and i believe we do it pretty good job is in the quality of our product creates repeat and loyalty and that's behind our success all over the world and in this period particularly in asia. >> well, look, it's remarkable quarter. is there is so much. i always say, he puts on a clinic but conference call is the single best conference call i read everything you need to know about what this company does right including the global reverse mentor program it all there i would -- you give away the secret because the confidence that you have in the knowledge and the brand in your work is really extraordinary president and ceo of the estee lauder company, remarkable
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quarter and remarkable man thank you for coming on "mad money." >> thank you "mad money" is back after the break. >> announcer: coming up, in a pandemic world, what biotech stock fits best in your portfolio? find out why the ceo thinks something in his pipeline will be a game changer. >> i've been in the industry for a long time. this is once in a generation medicine. >> next. stay restless with the icon that does the same. the rx crafted by lexus. lease the 2021 rx 350 for $429 a month for thirty six months. experience amazing at your lexus dealer. nice game. your crosscourt shots are killing me. give any thought to that proposal i sent you? v 7 x 9 7 4? semi colon 8 d 3 f lowercase p uppercase t, you know?
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did did the french pharmaceutical get its groove back they got a new ceo to turn
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things around. making a series of small acquisitions but they got cl clocked by covid and their initiative is disappointing. however, this morning sanofi reported a solid quarter coupled a strong earnings beat and gave you incredibly bullish guidance for 2021 and put up strong growth and that's why the stock jumped more than 2% today. could it have more upside? this morning we got to check in with paul hudson, the ceo oveovef sanofi welcome back to "mad money.." >> great to be back after the successful year and strong fourth quarter. >> yes, we have to address that because sanofi delivered close to double digit growth you're not a startup you've been around forever what components gave you such a strong number? >> you know, everybody is focused on this transformation we're a big organization but more agile than people think and
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helping patients with difficult diseases our own attitude to reallocating resources and putting together comparatives we're starting to move with speed and this transformation is fully underway. >> you know, paul, i've been thinking about this. i see the numbers. i'm starting to think it may be one of the biggest and greatest drugs of all time and yet, people are just discovering it can you talk about all the possible manifestations of this wonder drug? >> you know, it's for me at least i've been in the industry a long time. this is a once in a generational medicine i talked to patients and doctors about the benefits this medicine brings we're privileged to be working with it. we go from copd, asthma, bronchitis, we're pushing on the type two inflammatory diseases and a lot of these patients are struggling with over lapping illnesses and not only that, manyeing effectiveness but
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safety profile and seeing it grow over 70%. the physicians are happy to start it for patients who really need it because they know it's safe and incredibly effective and we think it's game changing for the patients and indeed, ultimately for the company. >> i think that people when they hear monoclonial antibody, it seems like each month there is some new thing that this thing works for. that's not the way we're used to seeing drugs is it like a living, breathing organism that goes after different things >> you know, we follow the science and we look at the patient need and we talk to those patients with auto immune diseases and challenges from am immunology perspective and as we keep exploring and opening up populations, we can really help. we're willing to step in and do the work it's so important we can
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transform the lives. we keep pushing forward. i told you, i got letters every day about somebody's life that's been transformed and we're just getting started. you think about its role in our transformation and think about the rest of our pipeline coming in behind and how 80% of it is going to be best or first in class, we're really building something here you know, am i adding to it in terms of our acquisitions last year building immunology. we really think we'll have what patients need going forward and importantly, really helping to transform this great company. >> now, you also are the leading vaccine company. 14.6% record growth for influenza but at the same time, i know you were disappointed to some degree with your initial covid, one of the two you have trials but you're going back in. you also have one for messenger. i got the moderna shot i got another one coming how are we looking in terms of covid because you're the premiere vaccine company in the
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world. >> so, you know, we're really proud of what we're doing in covid. we have two medicines we put forward. we're running two vaccines we are doing things in months what we were traditionally doing in years and we're going to be that we're going to be there later this year with we think one of the proven platforms there will be patients that need it as there is a booster or patients that need to get started or patients in developing nations we can't rest, right we're purpose driven the team set a high bar infectiveness so we should we spent a bit of time making sure or vaccine would be a winner when it comes out of course, we'll have to wait and see the biology but we're all in we haven't blinked on top of that, right, we're partnering with -- >> let me ask you. we have the south african strain we've got a strain from latin america. astrazeneca talked about the british sprain are you encompassing all those threats to the human body?
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>> we in our vaccine, we will help the body get stimulated to fight. we think we'll have great coverage on the individual strains and as that evolves, we again want to play a big part on that another point that's worth saying, jim, is that we're also making a vaccine for a traditional competitor of ours mrna and the reason we're doing it put simply because we have some capacity. we have some time, and we're purpose driven you know, how could we not step forward? we bring 100 to 125 million doses of another competing vaccine before the end of the year i think that says a lot about how we operate here, how committed we are and how we're pushing everything in to bring this pandemic under control. i'm proud as heck of this team at the moment. >> one last question i know you're very proshareholder you're been taking aggressive cost cuts, huge savings again i think will make it so those of us that like good yield and like solid companies are going to be able to find there is money
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falling to the bottom line that also rewards them for being patient with paul hudson. >> hey, we're ahead of our share. we said we'd save over 1.5 billion and we're 85% of it in a year early we've added to that. we're not a cost cutting company. we're about redeployment of the capital into cutting edge science trying to get the breakthrough to make our patients happy but also investors can see make sense cutting costs for the sake isn't enough in our industry it not why we joined if we get this right, some will drop to the bottom line. the rest of it goes to absolutely fueling the science and leading from the front you know, we're really doing something different here we're a great story to watch, and i have to say when you look at the numbers from '20 and how excited i am about 2021, this transformation is scquarely underway and it will be hard for people simply to the no see them. >> well, you make me feel
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optimistic maybe -- i don't want to get too optimistic about covid but you're still working on things, a lot of people are still working on covid do you think there will come a time where we're all jabbed and have our life back >> in some form or another, it might be seasonable maybe like influenza, perhaps not as big. where we stand as a company, when you don't know, you can't have regrets we push on and push in what if there isn't supply we can't have that if we can protect an additional life by doing something now rather than waiting until the end of the year to find out, we have to take the chance. we said from the beginning it wasn't going to be easy and we said we'll get everything we have we're a proud vaccine company. we know what we're doing we're going to bring a great vaccine forward. in the meantime, we'll help others bring their vaccine forward because we need to get back to normal
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we got to play our part. i think others should play their part, too. >> paul, you made a series of commitments to the viewers and exceeded every single one of them and congratulations on a remarkably great quarter with tremendous growth. paul hudson, ceo of sanofi great to see you thank you for coming on "mad money." >> thank you. >> we'll be back after the break. >> announcer: coming up. >> it is time. >> announcer: cramer takes your calls. rapid fire the lightening round is next
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it is time, it is time for
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the lightning round on cramer's "mad money." buy, buy, buy, sell, sell, sell and play the sound and then the lightning round is over are you ready, ski daddy it's time for the likening round. let's start with davak in arizona. >> caller: hello, jim. how are you? >> i am good how are you doing? >> caller: very good very good, thanks. all right. the ticker is pen, it's a medical device company last five to six months, the ticker has been a little volatile and a matter of concern for me. >> well, it is -- look, it's a heavily speculative stock and i say that because remember, when you're dealing with some of these medical device companies, you're not dealing with med tronic the revenues aren't growing like i like but it's a descent speck.
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>> caller: hi, jim, i hope you're feeling better. >> oh, thank you so much for saying that. it's been a tough couple days but i'm back what's up? >> caller: you have a good nurse. i live in a household with three teens that literally snap each other or their friends they no longer make phone calls. wondering if it's still a buy? >> yeah, i mean, this morning on squawk on the street the stock was down five. 5 billion snaps a day you have to buy it and i praise the company. you want to own this it was boiler plate they said negative things. it's been terrific and it's not done it goes much higher. i'll go to nathan in north carolina, nathan >> caller: jim, thank you for taking my call. >> nathan. of course. >> caller: ticker ncno, i think -- >> this company -- >> caller: long term revenue growth -- >> i could not agree more.
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i think this is a sensational situation. it's only $7 billion and a fantastic stock. we had them on from wilmington, north carolina it is such a good company and it is a buy i need to dgo to shree. >> caller: boo-yah, jim. big thank you to you i have benefitted from your advice how are you doing? >> i am doing well thank you. how about you? >> caller: i'm good. thank you. i have a question, i've been long on it and it hit 23 should i be holding on to it >> maybe it bounces but those were disappointing results period end of story. there is really -- i can't put a good -- i can't put anything good on those numbers. that was not the results i wanted to see. let's go to william in month mo montana. >> caller: this company announced a special dividend on
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q 2 at $18.17 a share and closed at $44.66. should i get a position in the communication company, ticker shen thanks. >> william, you cut me to the quick. i do not know it let's go to kyle in pennsylvania kyle >> caller: boo-yah, jimmy chill. how are we doing first time, long time. >> go birds! go birds carson wentz, come on. get a little happier there what's going on? >> caller: right i'm talking about a new company. they just completed their merger about a week, two weeks ago. i believe someone actually mentioned it before, which was united whole sale marle mortgag. i'm just unsure. >> they reported amazing quarter and the stock didn't go up frankly, this is a group i don't really want to be affiliated
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with i'll have to say you should put your money elsewhere derrick? >> caller: hey, boo-yah, boo-ya' happening? >> caller: nothing first time caller honored to be on the show talking to a legend. quick question about renewable energy group about -- >> i like that company i've liked that company. we like these guys we know them we think they're terrific and anybody that does what they're doing is doing the earth a big favor up 39% doing terrifically. i say own. let's go to joe in connecticut, joe? >> caller: what's up, jim cra cramer i want to know your take on exp reality. this stock has taken off like one of elon musk -- >> yeah, look, cloud based real estate what do i say? i can't fight that i can't say i don't want you to be in cloud based real estate
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but it's up 100% i say let's just do -- because i feel like we've missed a lot of it and that, ladies and gentlemen, is theconclusion of the lightening round >> announcer: the lightning round is sponsored by t.d. ameritrade coming up, stock today may have left investors more than a little huffy but in the race to profits, cramer has the yellow jersey and sharing ten speed ideas how to pedal your portfolio around the pandemic uncertainty, next.
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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. choose the app that fits your investing style. ♪♪ ready to shine from the inside out? try nature's bounty hair, skin and nails gummies. the number one brand to support beautiful hair, glowing skin, and healthy nails. and try advanced, now with two times more biotin.
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we know old habits diehard what about the newer ones? we spent nearly a year adapting to this pandemic so what happens once we senter the post pa
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pandemicer ya? th peloton is a company that makes smart exercise machines and sells subscriptions for on demand classes that's where the money is. they are having trouble meeting demand with covid related production problems. that's why the stock got hammered today even though management delivered a set of spectacular numbers, 128% revenue growth and earnings doubled what wall street and speng expected and 1.6 million subscribers with 134% year over year we can't overlook the supply chain issues not everyone is getting vaccinated, right? the company is spending an extra $100 million to get the bikes out. management assured us it's not causing demand issues but what happens when everyone is vaccinated and gyms reopen and spin classes come back will people still work out at
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home when they have other options? call me spectacle. take hygiene, last night we heard from the terrific linda, the ceo of clorox, they delivered 26% organic growth that's a staggering number for mature consumer goods company. clorox has a similar problem, though they won't be able to meet demand for wipes until the end of the year like the people running peloton, they are convinced the world is changed meaning people won't switch back to the hygiene habits once covid comes to an end. nobody liked the quarters. they may have a point but wall street doesn't seem to care. these two stocks give you a crystal clear view of the post pandemic setup, don't they peloton is an exercise machine company with a software and service kicker but the bottom x is making it harder to grow the installed base and demand can fall off when gayms are safe again. clorox can still sell wipes post pandemic but might not be enough to move the needle which is why the sector is in the dog house
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since the big vaccine breakthroughs in november, just look at the charts you'll see. so what do you have here what do you do i know i'm supposed to have an opinion on everything but in all honesty, it's too soon to tell there is no way to figure what is going on here because we're living in unprecedented times. what happens when new habits come into conflict with old hands? people love the convenience of working out at home but love going to spin classes. peloton is a gamble and given the company is struggling with production bottlenecks, that makes it too risky for me to tell you to buy. peloton is building up a huge base of exercise machines to produce revenues for years to come for the digital subscriptions. with clorox, they are selling for wipes and hand sanitizer there is no real reoccurring component from software. while the stocks come down from the highs, it's still up $30 from where it was before the pandemic in short, clorox and peloton are intriguing exercises and crowd psychology but since we don't
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know which way the crowd will jump, they're also battle ground stocks i say stay away from the battle grounds. there are much easier ways to make money i like to say there is always a bull market somewhere and i promise to find it here for you on "mad money. i'm jim cramer see you monday th the news with shepard smith starts now should the former president get intelligence briefings president biden just said no. and at last signs covid disaster relief is coming. i'm shepard smith. this is the news on cnbc vice president harris's first tie breaking vote in the senate. it clears the path for covid relief as president biden vows to keep a promise. >> i'm not cutting the size of the checks they're going to be $1,400 period >> when americans can expect cash in hand vaccinatio

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