tv Mad Money CNBC February 12, 2021 6:00pm-7:00pm EST
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final call chris? >> long pay web, china tech. >> mike? >> kay well call. >> tony. >> put credit spread on >> my mission is simple, to make you money. i'm here 20 level the playing field for all investors. there is always a bull market somewhere and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends, i'm just trying to make you some money my job is not just to entertain but educate and teach you so-call me at 1800-743-cnbc or tweet me @jimcramer. weeks of trading, huge volume,
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it almost felt normal today with the dow inching up 28 points and s&p advancing and nasdaq gaining .04% a good portion overf this marke may head to the danger zone. at the cannabis and pumping and dumping on the web keeps coming back, i may have to get more negative what's the game plan next week we come back from a three-day weekend with an in your face quarter by cvs karen lynch, cvs is a huge player in the business but has health care benefits division wall street is worried about we owned it for the travel trust for ages you can follow the moves by joining the actionalertsplus.com club so you can move ahead of me we held this one you know why it's one of the least expensive
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stocks cvs is challenged by amazon and health insurance side by a host of competitors if lynch can raise numbers and back that up with solid traffic projections, maybe a debt paydown, i can see the stock getting the traction it deserves also in the morning, we hear from zoetis. it's one of the most consistent companies out there. you'll see another round of gains in the humanization of pet stocks i'm liking this petco by the way, the brick and mortar pet health care business after the close the two big ones are ring central it competes with zoom and does very well. company is aggressive and grows rapidly and we liked it for many hundreds of points for oxidental, oil is going higher it's back to $59 a barrel. many predict the long bear market in oil is over.
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i'm not too sure too much supply. nobody is more bullish than vicki. we want to hear what the person who paid top dollar for petroleum wrecking the balance sheet has to say about it now that crude is climbing again maybe it can play, say, offense. also on tuesday, emmerson electric has a new management holding and analyst meeting where i bet we'll find out about the state of the world because this is a well diversified individual i want to listen to the china exposure i expect good things three of the fastest growing companies reported on wednesday and i bet two deliver selling amazing quarters, shopify, the engine behind e commerce i introduced you to about 900 points ago and then tulio. for the third, it's fastly they are rebuilding credibility. i think the problems are behind them but i'm less confident on this point still, i like it very much shopify will be the star of that
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day imagine. after the close we here from pioneer natural resources. that's the pioneer company, in terms of conservative nature they put on a conference call clinic, the dean of the oil patch. i don't recommend many but if you put a gun to my head to make me choose, i'll say put the gun down next up is boston beer parent of sam adams and the red hot selzer they are going up against bud, constellation brands and even coca-cola. you can get another good quarter but please, do not over stay your welcome when you have guns coming at you like those guys. the field is getting crowded thursday morning brings us the most important quarter of the week, walmart. has walmart evolved enough can they go head-to-head with amazon they have stores as warehouses i want to hear about initiatives and benchmarks that show us
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walmart is hungry after jet.com, remember, they bought it and did a fantastic job. we're buying walmart for the travel trust because it pulls back hard and it's a good setup into the conference call quarter and hmeeting. i'm a big believer in gold and the best one of those is barrett gold the ceo will give you the look and income growth i trust. it's a buy ahead of the quarter if you like gold i've been telling you about the worldwide semi conductor shortage because we don't have enough to meet the demand. our countries have to rely on producers and capital equipment makers i talk about and land research, the one that reports thursday which is applied materials. the stock is rallying like crazy because of the shortage but things are good enough to keep
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climbing since the biten den wh house recognizes the scale of problem. the service, aren't we due one the robinhood game stop comes to washington on thursday when congress tries to figure out what happened to the house and customers and storms in the barricades a few weeks ago the revolutions under belly will be exposed and will trust be restored i doubt it at the very least make good theater. people are looking for companies to truly shoot the lights out if their stocks had amazing runs already. they don't care. on thursday i'll give you two when my favorite streaming videos report roku and the trading desk they are kingpins designed for the new world of watching and advertising songs. everyone keeps wondering when their gains will stop. me i'm wondering when they expect them to stop when it took cable decades to broadcast tv, cable, yes. rabbit ears. finally on friday, those were things on your tv when i was growing up that looked like rabbit ears. friday morning we have two companies that sound boring.
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i bet deere for tractors and magna, we have a red hot auto market and they assemble cars for electric vehicle players like that. the bottom line, i regard this as the official, tons of good stocks to choose from as long as we don't get too crazy with side shows. the main event let's go to dalano in new york. >> caller: boo-yah, happy belated birthday, cramer. >> you're very kind. >> caller: first time caller, long time listener and i love you show as a young investor in college, i have a question for you. >> fantastic. >> caller: mgm reported the quarter on wednesday and i want to know how you're feeling about this stock for the reopening period. >> very interesting. thank you for calling. this was a quarter that i didn't
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think was as good as what wall street thought but they gave you good guidance and talk about good interesting gambling initiatives and i'm a believer in gambling being bigger than people realize mgm is good to own here. let's go to gary in my home state of pennsylvania, gary? >> caller: hey, jim, thanks for everything you do. much appreciated. >> thank you. >> caller: let's talk about grmn garmin ipo 2,000. did very well. but they were stagnant for a bunch of years climbing to the 90s last thanksgiving. vently recently the stock rocketed to 130. the glass panel aveiation but competition with the fitness wearable technology. with boeing coming back strong, av avionics in demand. >> i like garmin not just because i'm a proud owner of a beautiful whaler but
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we did a piece why i said that garmin will keep going higher. thank you for calling in mario in connecticut, mario? >> caller: thanks so much. airbnb is up more than 45% and seems to go more consistent in the upward movement than the reopening stocks i've been interested in the stocks and ipo and do you think the upward moves are a reflection of the fund maments or reopening news? >> i'm a huge believer in brian chesky and i saw someone downgraded because it moved up so much and i had no idea it moved up this much i was up for a bit airbnb is a great company. too expensive versus others? if you put it away for a long time, you won't think it's too expensive but as it looks now, i can see why someone might say i'm being a little greedy. brian chesky isdoing a remarkable job
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plenty of good stocks to choose from let's stick with the good, trade and true and not go crazy with the pumping and dumping. on "mad money" tonight, dexcom stock, could it be a red flag? i'm talking with the ceo then one of my top stock ideas of 2021 the company reported the decking company for a decline. we'll speak to the ceo and a company that works with walmart, ups and alphabet that you never heard of and man, do i like it one of the hottest spacs out there and one i can get behind it's called stem 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 madmoney.cnbc.com.
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delays on a new device around the time the market lost interest and the stock pulled back a few months ago dexcom started climbing again and getting traction to 412 since november which brings us to last night when dexcom reported a mixed quarter. backed out of one-time tax leading gain t on top of that, they have fairly conservative guidance because the company plans to scale up production on the glucose monitor. i like growth and invest in expanding overseas in response to the stock open down more than 5% today then the weekend cleared out and rebounded as it should finishing in positive territory. it's got dexcom is spending money to grow the business after this monster run, we have to dig deep with the chairman and ceo of dexcom. welcome back to "mad money." >> got to see you again. >> you're looking terrific we'll get to it. i'm watching the game and the
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dexcom ad comes on and say this is smart because this is a consumer device that people should know about. have they rediscovered >> yes, i've had calls from foreign partners this week and the first connection is i saw the super bowl ad, we saw the super bowl ad and it's been absolutely fabulous. we really need to drive awareness of this technology and get it to people and we really felt the way it was deployed and shown through nick jonas our spokesperson absolutely spoke to that. >> how does it light up? you can check clicks and the number of people that download but also, i mean, you're in touch and you have great just in time sales your drugstore partners, did they get some reaction >> you know, the way we've measured this internally, first
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of all, we have 11 times more searches than the average super bowl ad. we were the number one search engine as far as media impressions, those who hear the word or name dexcom, we have five more media impressions in one day than last year. >> wow. >> as far as leads coming into our system and people interested in the technology, biggest day of regeneration ever and again, the message got out there. >> i've been struggling. offers a superior product, i was in the hospital recently the check for diabetes whether you have it or not, that never happened to me i was checked every two hours for diabetes, i said holy cow, if i had this disease i could have to be monitored constantly. i had my phone and i could do it the opportunity is far bigger than the market cap now that i know what happens when you go a
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hospital these days. this is the number one disease they are worried about. >> there is no question. the complications related to diabetes span across the board as this ad for example brought awareness topeople who don't necessarily have type one diabetes or type two did bee tte tees -- diabetes looking to be healthier. they see this glucose continuous data and say i can do that we've been in the hospital the fda gave us the opportunity to go into the hospital during the covid times and we have a reg registry to gain data that and could be a great market. think about the time it took someone to come in and check you every two hours versus if they could see it on their phone or nurses' station or the number display on the outside of the
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device we have a number of great thoughts to take this technology everywhere you're right. >> the new one, i have a graphic of the seven and what it looks like it looks like a big fat quarter for the six versus a small dime for the seven. that's a big break for your customers. >> it will be a very big break for our customers and really responds to their needs. people want it smaller they want the same performance we've generated but everything about g 7 will be better than g 6 and g 6 already is the best product on the market. so we'll sell what we have today and move to the next one and be thrilled. >> you know, the other thing that i felt is you mentioned in your conference call, you know, the device -- there are many more uses. you just kind of put it out there in the call. you didn't tell us which ones. i think you're dreaming big things and one day we're not going to be thinking as dexcom connected to diabetes but the modern digitized way we keep our health together. is that possible >> glucose is a sign for a
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number of things, particularly overall health and wellness, nutrition. you learn so much about your diet when you wear a glucose sensor you wouldn't know it from me but i have learned all the bad foods that i eat, and even more importantly, the timing of the foods can cause my glucose to go up late night dinner is bad late night pasta is the worst. you can look at things like that and do things that lead to a healthier lifestyle. it is these things than just one type one diabetes. we're clear about driving customer experience through our team what we want to do is create incredible experiences based on this rock star technology that we've developed and we believe we can do that over time. >> good you had a rock star debut. i was very proud of you. i told my wife and i said i know dexcom they are the real deal it makes sense
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if people learned about it and i just want to thank you for coming on the show congratulations. i thought it was a tour deforce idea to do the ad and i'm sure you'll have a terrific 2021. kevin sayer, chairman, president and ceo of dexcom. great to see you. >> thank you "mad money" will be back after the break. >> announcer: with the pandemic spiking a boom in home improvements, can investors make a case for azec? the ceo joins cramer to weigh in on whether the renovation weighed can continue
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the stock surged from $35 to $47. that's a gain in a short period of time. this is not your multiple expansion. the relentless march liar is f - higher is fueled by highs. we got the full quarterly report and it was stronger than the reannor reanr annou announcement no wonder the stock jumped 5% today not just because my deck is done and i love the way it looks. the housing bull market has a long way to go do not take it from me let check in with the president and ceo of the incredibly well performing azek company to learn more about the quarter and where his company is headed. welcome back to "mad money" and thanks for making us look so good. >> jim, thanks for having me and thanks for really being a believer in the opportunity that we have in our company. >> how can i not be, jessie? three reasons why. yes, i am a customer
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i replaced wood two times in four years and now i have azek and looks terrific i'm going to go right there. the pledge you made in this quarter how about much you're going to take out of landfills, this is the ultimate esg story of our europe. you have the floor. >> well, we made an announcement during our earnings that we were committing to recycling a billion pounds of materials by the end of 2026 and i think for us, you know, we, as a reminder, remake decking products and exterior products using recycled materials. for us, that billion pounds is a mission for the company. it allows us and our employees to be focused on making a difference in the environment and it's also our way longer term of also making a difference against climate change so we're really, really excited by that initiative and we think it's the right thing to do and it's our way of really contributing and
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as a side note, of ybviously, un more and more recycle gives us a cost advantage as we look moving forward. >> well, let's drill down on that one of the things that's kind of gotten really nutty lately is lumber prices. they can even out over time if prices come down the difference between lumber and a superior product azek is almost extraordinary at this moment. >> yeah, well, obviously, as you pointed out, a number of commodities including lumber had significant appreciation and we see some of that in terms of our raw resin usage but the advantage now is because we're primarily made out of recycled products, we have a cost advantage and more importantly, we had conversations earlier as people look to make a decision should i use a composite material versus a wood type material, you get all the advantages now of using a
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composite having the low maintenance and beauty that lasts 30 to 50 years and the cost premium continues to narrow. >> jessie, a lot of companies are making numbers by cutting back when i read about what jessie si i -- singh is doing, you're a true growth company in housing. >> well, we are absolutely committed to the opportunity we see long term in the market and as you look at the underlying trends in the market, you have the housing market, which you've obviously talked about earlier not only that combined with more focus on outdoor living, more focus on sustainability, we see this great opportunity ahead of us and against that, we're investing over $180 million to expand our capacity within the u.s. on top of that, we continue to invest in adding sales people, marketing and other capabilities to make sure that we're really doing a good job of servicing our customers. >> i'm trying to figure out what
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to do with the balance sheet you're outside of work i don't hide that. one day maybe you have a beer again. i don't know i would be saying i don't know, jesse. do you do a dividend do you buy back? do you keep plowing in the growth and have no debt? you are a seasoned corporate guy and when you try to figure it out, i know you wrestle with it, when are you thinking 18 months, two years? >> first and foremost, we love our business model and want to continue to invest in the business model so we get terrific returns on investments on capital with very, very rapid pay backs there. we'll continue to invest in building out the business but we also see selective opportunity with other companies and so we continue to evaluate the acquisition pipeline and we do believe that there is opportunities here to continue to expand on the outside of the home, maintain our margin structure, maintain our terrific value proposition, but also bring in some additive products and so we'll continue to
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evaluate that and then longer term, you know, we've only been a public company less than a year, longer term we'll evaluate whether there is other opportunities to add value to the shareholders >> your competitor i told you i like they are good guys they do a lot of interesting stuff with stadiums and arenas this is something obviously azek can play a big role in with the products, right? >> yeah, well, we do have a commercial business. we -- actually, our decking is in a number of stadiums across the country. we've got a modest business focused on the commercial side on interior repair and remodel but i think for us, probably the breath of our portfolio compared to our competitors is really what excites us. we have an ability to not only create outdoor living but go to other parts of the house and really finish the job outside while maintaining a sustainable low maintenance beautiful
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product. >> last question the numbers i'm seeing, i talked to doug from toll brothers the demand for housing is so exceeding supply the few number of days for housing, what does it mean for azek if people finally get their arms around the idea that this thing is not going to be -- that the housing industry is not going to have the usual boom bust, there is way too much demand >> if you take a look at the structural under pinnings of this, the millennial generation0 to 40 and we see a strong housing formation and benefit from that whether it's a new house, whether it's moving into the suburbs, whether it's upgrading your own house because you can't find additional stock out there to move into the focus on the house really gives us a long term benefit because we really benefit from people investing in their homes. >> you do a great job. by the way, the catalogs look better than ever
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i like to look at the catalogs you have a lot of cool stuff looks great. congratulations on your success. so glad you're sharing it with "mad money" viewers. great to see you. >> thank you for having me on. >> "mad money" is back after the break. >> announcer: coming up, investors everywhere are saying good-bye to fossil fuels can this company help you profit and be good to the environment cramer has got the ceo of stem next woo! you are busy... working, parenting, problem solving. at new chapter vitamins we've been busy too... innovating, sourcing organic ingredients, testing them and fermenting. fermenting? yeah like kombucha or yogurt. and we formulate everything so your body can really truly absorb the natural goodness.
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or celebrity oriented and enticing spac stories with high quality startups i don't want you to miss them. take stpk and early december we learned they are merging with stem in a bid to create the first publicly traded smart energy storage company in the u.s. i didn't know you could have one. the biggest obstacle is you still have electricity when the sun goes down. it was founded in 2009 sells storage systems with the a.i. driven software as a service that tells you when to swimp f - switch from on side to the grid, to the batteries since the news broke star peak surged from $10 to $39 putting it in the ranks of the best performing stocks. when we get closer to the closing, you can see volatility. that can create buying
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opportunities. let's look with the ceo of stem to get a closer picture of the company before it merges welcome to "mad money." >> thanks, jim great to be here with you today. >> john, i got the tell you, you're a sight for sore eyes and a breath of fresh air for me because i'm getting very, very tired of seeing spacs of machine chasing and merging with a great group of guys with a company i frankly wished i learned about earlier. i'm giving you the floor to talk about maybe the best of the energy companies that hit my desk in a long time. >> pleasure to be you. as you said, we're the first pure play smart energy storage company to go public and provide clean energy battery storage solutions to reduce energy cost, reduce carbon emissions and provide greater reliability for the grid all operated by an a.i. driven software platform and our
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customer base, jim, is really around commercial industrial, which are typically corporate to unpack that a little more, utilities and gridoperators an the large solar developers you eluded to earlier and i couldn't agree more this merger with the team and i'm fortunate enough to lead is really, i think, best in class and we're very aligned on the future strategy together i couldn't be happier. >> now, i am looking at customers, i'm looking at a walmart, facebook, home depot, united parcel, wells fargo amazon this is as good as it gets. >> it really is. >> what did these companies see in you did you do for you you're using them. >> our predictive analytics platform, the atheena platform is saving them 30% a month on the energy bill and because of the domain expertise in the markets, we know how to enroll in special programs and tariffs
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that exist they depend on us to continue to drive lower and lower energy cost and looking for an esg narrative and provide that because they can do market participation. we can actually enroll that system into the market, help if there is enintermittent on the grid it's the fastest on the market today. it really a win, win, win across the board for the fortune 500 and large enterprise companies you mentioned. >> i'm going to be a little pagaritive children here are involved in the spac, i look at your resume, 16 years at ge with an incredibly, incredibly good division and i know the division well because i worked at ge and i seen the things that you did before hand. this is aen iss seasoned team t decided i got to get money to give it away. >> i couldn't agree more when i hired the executive team,
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jim, this was a group of people much bigger than what they were when they joined this company and today, we're extremely well positioned we have the right team in place and we'll take this to the next chapter and have really best in class talent, whether it's software, depth, finance depth or, you know, product launch depth. it's here with this company. i couldn't agree more. my 16 years at ge were informative and i certainly lived all over the world with them and i think that will serve me well as we look at opening global markets with this new balance sheet we have on the other side of this transaction. >> i have to hope the president's team sits down with you and tries to figure out how to rationalize this. they need people like you to explain the grid to them so we get it to the point where we have the 30% reduction you're talking about. have you spent any time with the people in this administration? >> you know, very little to this point, jim i think they are pulling together the strategy and i would welcome the opportunity. i think that when you look at
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the cost levels now of solar and wind below fossil and look at the degradation curve of battery cost, this is a market that's going to be $1.2 trillion and growing at 25 times over the next ten years so they have got to engage around this. they want to put more solar and wind onto the grid, the west way to do that and inter mitt tant so we would welcome it and we'll certainly engage wherever we can to be helpful. >> many years ago i had a discussion with elon musk about storage. i didn't believe what he said could happen, which is basically what stem is doing how -- things are happening very quickly now in your space, correct? i mean, those who are using assumptions we'll be stuck on fossil fuels until 2040, maybe they're not aware of what stem is doing.
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>> yeah, i mean, look, it's one of our investors that is with the company. i think you have an opportunity to displace a lot of fossil generation with storage and the reason is you have the ability to be strategic on where you place this resource and asset. so if you have a contrstrained area in the l.a. basin for example, we can be perspective where we put the systems to help wii we've done that. last year we had 20 thousand calls on those systems in los angeles alone and when we saw rolling blackouts in california, we delivered 50 mega watts on august 14th, the equivalent of 20,000 homes this is a very material part of the grid and a very material part of helping utilities operate with much more renewable assets. >> i'll have you -- add you to the group of spacs i like like draft kings that i have a relationship with a real
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business and not just money chasing money and in the end lets the people hold the bag honor to have you on the show. ceo of stem. great to meet you. >> thank you, jim. eureka, we found one "mad money" is back after the break. >> announcer: coming up. >> it is time. >> announcer: cramer takes your calls. rapid fire, the lightning round is next.
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it is time, it is time for the lightning round. buy, buy, buy, sell, sell, sell and then the lightning round is over are you ready, ski daddy time for the lightning round let's start with alex in new jersey, alex >> caller: hey, jimmy, how are we doing tonight >> jimmy be chilling zoom is good it's down 20% for the year but having a good quarter and think about this as more than just an opening or closing trade it's a staple. i need to go to roger in michigan, roger? >> caller: boo-yah, jim. how are you doing? >> i'm doing well. thank you. how about you, roj >> caller: doing great happy birthday, by the way. >> thank you. >> caller: i want to ask you about the stock i've been
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wanting to get into, i've been really patient on it i know you said a lot about it looking to get into the chemical field. what's your thoughts on dd, dupont >> for action alerts, the club we own it. i probably should have done the other way. there was something going on we ended up with a big position in dupont and sunk. i think the stock is right to buy. we sold stuff at 86 and buying it back here you should be a buyer of dupont. i need to go to david in south dakota david? >> caller: hello a frothy cold south dakota hi to you. ed eagle aerial systems. >> yes, yes, commercial drone and i happen to like this business by the way, if you want an easier way to own them, honey
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well they have ballard drone business i'm not against exciting stocks. recognize it as the stock it is. ioush in new jersey. >> caller: boo-yah, jimmy chill. i'm rutgers business school and a long time listener. >> thank you so much for calling in thank you. young people doing their work. i love this. what's up? >> caller: back in january i invested with a great run but after beating earnings many peck t dr -- expectations -- >> they are doing good yesterday paypal took a big shot at affirm. not knocking affirm but they are doing a similar business affirm is an excellent damacitizer and you'll do well with the stock anthony in new york. >> caller: how are doing, cramer love the show and appreciate the insight. >> thank you, buddy, thank you >> caller: real quick, just
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calling about ge. >> well, i read their annual report today it's really quite good and playing a lot of offense now, much more than they're used to i didn't believe it before you need to have travel and if you get travel, you get orders from boeing, you get orders from boeing, ge goes to 15. big supporter of the efforts and cleaned up the balance sheet own the stock. brittany in maryland, brittany >> caller: boo-yah jim thank you for your guidance. as a 29-year-old action alerts member. >> oh, good. >> caller: yes, i took your recommendation on advi would you recommend adding to the position >> yes, it's interesting a reason it stalled is botox is a big part of the business and people aren't using botox cosmetically as much as they'd like because of the pandemic but it's very good and i think their migraine franchise is amazing and the drugs replacing are on target
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it's a very inexpensive stock at eight times earnings and you know that and i think you can buy it with that 5% yield and feel good. it's a bargain i need to go to sammy in louisiana, sammy >> caller: boo-yah, jim. >> what's up >> caller: our birthdays may have come and gone but i hope you had a happy birthday like i did. >> it was good joe stone crabs, it was fantastic. what's going on with you >> caller: i hope as fine as olive garden. >> all right. >> caller: we went to eat at olive garden. >> i love the garden. >> caller: you do? >> i wish they didn't put those things on the table. i feel like it's a barrier >> caller: i know what you mean. >> it's a barrier. i want to look at my daughter and eat my salad. >> caller: i agree i like looking at harry townson while eating my salad. what do you think of at&t?
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>> it doesn't offer any peace of mind so i'll say no. olive garden, it's not fun we want to look at each other and have our salads, okay? bud in ohio, bud >> caller: boo-yah ski daddy this is your long time finance bud in ohio hoping your back is feeling better >> thank you for saying that long day for me but it's coming around let's put it that way. it's on the mend thank you. how can i help >> caller: i'm celebrating joining you in the vaccine club. i got my first jab today and you're right, it's liberating. >> my mind feels very different ever since i got my second jab and by the way, it's moderna and i'm on day two and knock wood, it's been okay what's going on. >> caller: yeah, that's my brand, too this probably would have been a better question for yesterday but i'm wondering if given it's mediocre rise, is it time to trade nvidia >> it's funny. jeff runs the action alerts with
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me and we were saying you have to take -- this morning we had these companies saying they don't want nvidia to merge with arm. why? because nvidia is maybe the crown jewel, the crown jewel semi conductor company in the world. who does not want to own the stock of nvidia? that is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade coming up, a social media users pivoting to scivility how being nice could be good for your portfolio next civility how being nice could be good for your portfolio next a thirteepivoting to civily how being nice could be good for your portfolio next 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.
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thanks. we'll see ya. ah, they're getting so smart. choose the app that fits your investing style. ♪♪ 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. are we actually doing this again? it's not complicated. only at&t gives everyone the same great deal. like the samsung galaxy s21 5g for free when you trade in.
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my wife has a sign on refrigerator that says be nice or leave for a lot of my life, i was broad around the edges but i'm dril chilling may way towards nice. people have the same attitude about the internet, they like it gentle, nice, safe which means how advertiser wills spend their money is determined by that. sooner or later, what those advertisers do will affect the stock market in their portfolio. we learned microsoft might be
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courting pinterest, that social media platform for hobbiests maybe after failed by tiktok last summer. pinterest would let them kill two birds with one cloud t they can pray a customer away from amazon and don't have a bunch of consumer data they have been a rocket ship since tiktok sailed and 20 times sales. make it one of most extensive stocks in this stock market. less than two years ago, this was a $10 billion company, it's now a $53 million company. i like the microsoft to buy pinterest story line silverman really does personify the be nice or leave attitude that's sweeping the nation that's a reason i like him so much the whole country, the whole world is moving toward a kinder gentler internet thank heavens
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watching the videos from the capitol riot feels violent to me people are migrating to the sites that create a sense of community. not just pinterest tiktok is at the end of the spe spectrum, too. how about twitter? when they banned trump, a lot of us thought it would cost them money but since the crackdown on the more inpoliflammatory usersh stock is going higher, not lower. it about interaction, not i inci incitement relying ochon ker verconversatin that's what people want. i didn't get my 1.5 million followers by screaming and yelling at everybody it okay to say nice things it was incredibly telling snap saw a decline in ads around the time of the failed push because traditional consumer companies pull the horns be nice or we leave i guess you could say. snap snapped back when it was in the rearview mirror. when i talk about the social media sites get friendly, the
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big out liar is facebook they want lighter moderation there but you end up with ugly stuff. i like facebook's small, medium sized businesses they are the real deal i think zuckerberg is a great businessman. let's give him that. at the same time, the lack of moderation is costing the trust of many and earning that trust back could be difficult if not dwa dw daunting advertisers won't pay as much for users of facebook as they will pinterest spend your money on pinterest and your adds may be close spend it on facebook, there is a risk of advertising of a blood sport. these days, that's a good enough reason for the food, drug cosmetic restaurant and beverage advertisers to pivot to the kind l er, gentle r internet keep in mind, sometimes the stock market can be a judge of the actual world, not just the prices but the world and the
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fact that buyers would rather pay 21 times sales for pinterest than 24 times earnings for facebook, pretty much tells you-all you need to know about this market. i like to say there is always a bull market somewhere and i promise to try to final it here for you on "mad money. i'm jim cramer i'm jim cramer "the news with shepard smith" starts now the defense rests. the questioning is over. now the stage set for final arguments in the vote. i'm contessa brewer. this is the news on cnbc the article of impeachment now before the senate is an unconstitutional act of vengeance. lawyers for donald trump accusing house managers of wagging a campaign of hatred against the former president. coast to coast we've got winter weather advisories and warnings. >> reporter: from sea to freezing sea tracking a brutal weather system that's hitting nearly every state in the nation
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