tv Fast Money CNBC April 1, 2021 5:00pm-6:00pm EDT
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monthly reports. >> nice forecast, nice start to the month. >> yeah, for sure. markets continue to act pretty well below the surface there's still push-pull, lower volume, stocks going up, things to quibble with but the trend is very friendly and very much in tact right now. valt uation -- valuations have gone side ways for a year now because of earnings >> we're out of time have a good weekend everyone "fast money" starts now. >> i'm melissa lee this is "fast money" today's trader lineup, guy adami, tim seymour, karen fineman and -- big moves as we kick off a new quarter. plus president biden promising building ev stations nationwide. and batter up fast pitch on deck one trader thinks this e-commerce toing stock.
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is a total home run. s&p 500 closing above 4,000 for the first time ever. it's now up 7% this year but the big winner today, big technology alphabet microsoft. amazon all posting strong names these stocks have been on fire over the past week nvidia, nece tesla, net flip -- netflix -- >> yankees just lost their home opener, let's get that out of the way. >> pity party. >> good for bk who basically picked the bottom in nvidia, been on stock since he said it we talk about facebook, karen loves google google with a all-time high and
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facebook a whisper of it, both those stocks continue to own these stories are not about the broader market these are individual secular names that i think continue to work into april. >> and of course they hadn't been working in large part for the past six months. the context and back drop in which they are working this kweek week, bonawyn, yield were elevated today at 1.68 yesterday 1.74 it's not like we had a real pull back in yields and say ye because of ten-year yield went down and we're seeing a bounce in tech. >> great point they are elevated but they are off from their highs and the voluatility around rates slowed down to send shocks through various parts of the market a lot of the names are off 10, 15, 20% from their high. at last check what gets you in is cash and these companies are flush with it. glad to see people are taking a look, diving into financials to
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see value, 22 to 24 times forward pe you're in line with the market and makes a lot of sense. a testament to how far and fast and how much momentum these moves have run. >> karen, are you still short in igv? or time to pull the plug >> no still short today. it's a theory of race going up and that being bad for the super high flyer for the tech names you and bonawyn talk about those names i think of as value tech alphabet actually had hit a new high earlier this year but today it's an all-time high and to me it still represents great value. and even though the multiple has moved up it is nowhere remotely close to the kind of multiples you are seeing in other stocks. facebook same story but more so. facebook is cheaper than alphabet so i have a big
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position there as well i think part of what happened with facebook and google is that there was a lot of concern two weeks ago about apple's new privacy policy when it was implemented how it would effect their ability to do target marketing for facebook and google and i think peoplent do care, we got to use facebook and google to market so advertising will be huge there i don't know if that's all of it because the others, microsoft also up big on idiosyncratic news to them as well it's sort of the value spot. the combination of value and big tech so hanging on to those. >> the expectation for advertising remains strong and now it's sort of the rock behind the sequel upgrade of alphabet earlier this week tim, we asked this question before, we played this game, which people had an affinity for, that was, two stocks, with similar pe's, i will go back to
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general electric and netflix because as we end the quarter they do end pretty much at the same forward pe, 54, that under scores the notion that value has had a run and some of these tech names may be perceived now as value themselves so what do you think >> netflix is never going to be value to me. i agree with karen that google is value ge to me might fit in as a reopening trade. i think a lot of exposure to aero space there's some symantics there look, high-multiple tech that would have also include certain part of the semiconductor space. more notably things like peloton or zoom or covid stocks are a very different story so, ge for different reasons, especially because i think the balance sheet is much better than people think with ten-year that is higher they do better with higher
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interest rates we'll save that for another show on the ten-year, it's been two weeks in a range between 165 and 175. so settling into a range, maybe, maybe no either way, mega cap tech needed to see that. i would go back to semiconductor. this isn't just the last few days this is since the first week of march. the smh, the tract of the semiconductor sector has outperformed the s&p by almost 12%. semis have led all the way throughout this 150 psychele. i -- cycle i think you follow that. look at taiwan up over 7% sending a good message. >> year-to-date up 16% and they could be in the category of cyclicals category guy, my question to you, if we do see the ten-year yield stay in the range it's it's been
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in does it pave the way for big tech general do well alongside the cyclical trade can dogs and cats live together? >> clearly they can, not in my house. i have no interest in cats, first, cats are not pets they're dom domesticated wild animals, who w0 rather be outside hunting squirrels in this point, i think we're comfortable with 170-ish level in the ten-year in the last couple weeks. it were to go i'dw side ways to lower absolutely you could see it reaccessel rate but i think it will push to 2% in this scenario 170 for extended period absolutely the market could move higher. >> another interesting thing in the market was vix which today reached levels pre-pandemic,
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february, 2020 you will say it's a long weekend and volume at comes out of the market but in termans of the -- terms of the expectation of voluatility in coming week what' are you seeing >> we're looking at the absolute number 17, 18, and how fast that volatility number is changing. there is volatility to be had in this market, it's moving pretty fast to me. >> our next guest predicts some part of the tech trade will mak it rain in april -- julian, great to see you >> great to be with you, melissa. >> are you saying that you believe like the traders that the ten-year yield is settled 23450 a rangein into a range in terms of
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forecasting the tech trade. >> well it's been a big part of the story all year, for sure frankly, from our point of view we're more bearish on bonds in general than the street as a whole. always a heads of consensus our year end yield forecast is 10%. if you chythlook-sifsof at if you look at it, as tim po pointed out we are going higher rather than shooting 450higher frankly, that's a lot of the story in the month of march. i go back to the last thyme i was on your show in the beginning of march and it was very, very frightening for a lot of people. but we made the call we thought select big cap tech could do well, lo-and-behold people are starting to focus once again on the idea that staying in particular are secular earnings growers in an environment where the discount to the multiple doesn't need to be as punitive because you're
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not going at 2.5% whatever in a ten-year yield imminently. >> should investors be focused on the possibility of a corporate tax increase or is too early? >> no, it's not too early. history is pretty conclusive about this is that particularly when you raise both corporate and individual tax rates in the same year stocks tend to under perform. and so when you think about it from the broad index level we've already had a good first three months it wouldn't surprise us at all if within the context of large-cap tech continuing to do well that you do have some give back from this value trade that's groan a long way and -- that's gone a long way and leaves the index range-bound in the near term. >> julian, bonawyn here, early happy easter, thanks for joining. you mentioned health care might be an area of future strength
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and i think the pandemic situabdel fattah al-sisi situation has heiighlighted the pros and cons. >> if you think about health care it's a sector that is neither the value trade, per se', nor the growth trade. when you think about it in those terms, the next us is the fact that health care as a sector is intertwined with government oversight and government regulation to a very large degree, but the fact is, we're coming into an environment where the economy is going to open up again, things are going to normalize. you're going to have people starting to go to elective procedures more than has been the case for the last two years. there's certainly pent up demand there, as well, this new telehealth type environment is
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not likely to go away any time soon either. so we think there's really a number of areas including, if we consider that the rate of change of the ten-year yield isn't going to be too ownerus, large cap pharma tends to be a yield play and has elements of a growth play as well. >> hey, julian, we had a meme as guy likes to put it on the show, recently we had the dog, the dollar, tail, dog, you know. as it relates to yeeield and to the market. your view on the dollar, is at over sold levels or is reasserting itself because it has huge implications for multiple asset classes. >> it definitely does, tim if you think of the dollar rally in the context of the commodity market, the two tend to work together, and the fact the commodity markets haven't come off materially in the wake of
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the dollar strength tells us it's really much more of a position correction over sold bound that we think ultimately particularly adds the plans for president biden's next round of infrastructure spend come more into focus that the dollar down trend will reassert itself. >> jeujulian, want to circle ba to the selective names you like in theory. five names, selective on this list, only a handful of names at this point can you walk through what you're thinking about the percentages off their highs, all double digit off their highs, is multiple the degree to which multiples have compressed? how do you feel. >> when we originally came up with this concept at the beginning of march our view was the peak of value versus growth essentially was the beginning of september and what we saw is the
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broader market we saw substantial change and there was a range of name and some of the largest semi names which you talked about earlier in the show are included there as well is that they were down double digits in that time, at the same time the expectation is for double digit earning growth over the course of 2021 we weren't really too much concerned about the actual multiple at the time because by in large even though you could always say that these names are expensive. they're not expensive relative to where they were and they're not expensive relative to the point in time that a lot of people fixate on as being the risk points in time that being late 1999, 2000, think of it in those terms. >> julian, good to see you, thank you. >> thank you. >> julian emmanuel of btig he likes health care karen, you like health care too?
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>> yes i'm very in sync with julian don't know if i've been this in sync with him ever, a lot of what he said makes sense to me i don't normally like the dividend yield but the pe's are low and dividends are high not because people are afraid they're going to get cut, they're legitimate dividends so i have increased my exposure a lot. >> we'll talk about that more later on i feel julian might be blushing out there. guy, in terms of fans name which names would you like here? >> facebook it pains me. >> every time you say that. >> pains me to say it. but facebook, listen, it's right there now at the all-time high and by the way, i don't know what the difference between a meme and gif is a lot are
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sending them via twitter vis-a-vis cats, loosen up it's a joke and i think justin timer lake is blushing along with julian. >> i'm sure. coming up. ev stocks, president biden with plans to build a nationwide charging network the names that could power this trade. and seem falling as ceo pushes for another stock sell are there other companies that should raise money right now we name names next "fast money" back after this um, you're not ava. yeah, this is gary, i invested in invesco qqq. a fund that invests in the innovations of the nasdaq-100. like this artificially intelligent home system. you don't have to be an ai voice architect to help dictate the future. any other questions? yes, when will you be leaving? become an agent of innovation with invesco qqq. ♪
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back to "fast money" check out amc n'kea shares taking a hit after saying this. >> we're asking for shareholders to authorize another 500 million shares the company could issue if it wishes there's a lot of benefits to our shareholders having more authorized shares out in the market, will be sensitive to delusion issues. >> we seen similar moves at a
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gamestop viacom priced to $3 billion stock sale we've seen pretty crazy moves higher karen, personal clarification on gamestop we know they were considering it they hadn't done it because they didn't have the most recently quarterly results. they posted results, they're considering it now where are we on this >> well, considering it? what are they waiting for what do they need, 300, 400, why consider it. i guess maybe it takes time to get it done but i think they should absolutely do it. they don't they don't have dire need for the money adam has worked tirelessly to save cnbc, i understand why he wants to, good for him, he got lucky to sell stock at a great price. i don't know what gm is waiting for, they should at least sell at $1 billion and take out
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their debts. i don't get that at all. >> tim, you own the stock too. >> draftkings has shown twice in 15 months that they can raise money. in october after 400 move they issued 16 million shares at discount at $52 a share. investors have been rewarded it's a growth company. not a broken company it's a growth company very much with the tailwind behind its business and it is about market share grab, that is rewarded, not in a broken company, where i think they're trying to take advantage of the conditions. >> there could be some argument that some people out there might make some people whose name includes a cat that gme is not a broken company but a growth company at this point there's a lot of executive changes going on in gamestop,
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guy, they just hired an executive from amazon, these are hires and changes at a company that obviously has plans >> without question and maybe they'll get the last laugh, gamestop, in terms of not doing the secondary. we've all been waiting so long and there's been silence on that front. maybe they do know more than we do i compare them to the 70's cosmos with all of the international superstar they are bringing into the lineup maybe they wind up victorious and the wall street and red it crew -- maybe the silence speaks volumes. and another micro strategy -- every time they added something, added bitcoin to the balance sheet they've been rewarded by the marketplace. >> you could sell stock,
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buy more bitcoin karen, go ahead. >> just on gamestop. they had the last laugh. the stock's at $199. >> true. >> right, they had the last laugh already. i don't know what they're waiting for. they could giggle a little more if it goes to $500 i don't get it. >> all right we're just getting started on "fast money. here's what's coming up next. >> ev stocks are plugging in and powering up. we'll tell you what's behind the charge higher. plus don't change the channel before take off airport tv's are getting a media make over. when "fast money" returns.
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welcome back to "fast money. ev stocks surging today as president biden lays out $2 trillion infrastructure plan to build out a nation-wide charging network. phil >> melissa, when you look at what president biden is proposing a big chunk of the $2.2 trillion is allocated for electric vehicle infrastructure. $174 billion will be outlined in consumer incentives for you and i to not buy gas-powered but electric vehicle also for auto industry to make the conversion to build more electric vehicles. there's also a plan to build 500,000 ev-charging stages you might be saying that's great news for the ev-charging stock that's why when you look at couple of them, blink and charge point, they both moved higher on the expectation they will benefit ultimately from this plan the cost for ev charging station
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depends on the level of the charging network and what they're doing. could be $10,000 to $15,000 per station. there are 41,000 -- approximately 41,000 ev charging sites. remember each site may have multiple charnging ports so you could have more than one vehicle at each site compared to gas stations, there are just over 145,000 of those the expectation and what's driving all this for the biden administration is that we see greater sales for electric vehicles between now and 2025. last year 125,000 pure ev sold in this country expected to move up to 1 million in 2025 and will only be 6% of the market tesla is expected to report q1 deliveries some time in the next couple days and what to focus
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on, not necessarily what they did in q1 we know it will be record quarter in deliveries, what guidance will they give this year. they've been vague about how many vehicles they expect to deliver. >> phil, may i ask a question, for the e vrks charging stations are there universal ports? as i understand it each car has its own plug in. >> generally speaking. you can't take a vehicle to a tesla charging station and say i'm going to plug it in. you can generally speaking at most of these it's universal, whether it's chevy bolt or another brand going to ev ghost station you can do that. that's one thing people said over time, you need to have these be universal that's where you will see the value, benefit and conversion take place in terms of everybody saying okay i'm ready to buy ev.
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>> phil, thanks, let's hear from the traders, which part of the chain could you like, bonawyn, in terms of charging station, batteries, the components for batteries. where would you go >> i look at two companies, neo and charge port. and charge port because if you look at ev to sales the numbers in these names are low to beyond reason given the environment we've been in i want to move with caution as we establish position there neo just blew deliveries out of the water. those two allow you to cover a large part of that vertical and set you up well in terms of further developments in the space. >> phil cited tesla, an interesting move in the intra-day guide, guy, you have it up as we speak.
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>> you're scaring me you know tesla, listen, obviously the deep end of the pool trade is tesla. as tim correctly pointed out for literally the last year, if you like tesla you got to love general motors you put a 12 multiple on a company that will earn $6 a share you're talking about i $72 stock. i don't think you have to play the tesla game anymore it's as easy as what tim's been saying for a year. >> for general motors we talk about the re-rating withgm because of the ev portfolio and strategy, yet on this news we don't see any sort of pop immediately, not like in the ev make ers karen, i'm wondering when you think the stock actually goes along with some of the e vrks makers ev makers. >> well, i think the stock has been rerated for last five years however long
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i've owned it. it doesn't happen right away, it's not a knee-jerk reaction. i agree with the guys, gm is the way to play it i also think part of what's driven the move up, no pun intended, in gm is the low multiple as we have higher rates low multiple making it relatively more attractive. i don't think we've seen all of the ev move yet. it's slow. definitely the tortoise in the race. >> yeah. i will go to the source of the quote, tim, gm is still the way? >> yeah, i mean, call me the tortoise gm has doubled since october what do you call that? >> well, it's moving i agree. the re-rating has happened we talked about on the show, in terms of finally moving big like neo or tesla to fully give it credit for the ev-maker it now
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is does that happen >> sure. i think the reason you brought up the question to guy on tesla and he didn't answer you about the intra day chart is tesla reversed to finish lower on the day. the number one ev producer of the world people think of tesla whether it's accurate or not the point is tesla should be soaring on this. and the chart up 11.5% so the point's well taken. and to the chart's point, the company is growing the subscription revenue we just got their first quarter reporting this is a spac, a deal that's been a bit of a roller coaster, but if you're buying it, you're buying with $174 billion of ev incentives announced two days ago by biden for a company near the bottom of this range before this move when it was never priced on value asia anywhere. it's interesting it's a real business
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>> let's move on to a market flasher on morgan stanley. >> that's right we got an update on the bank, the company ceo saying in a shareholder letter that the bank intends to hike dividends guys federal reserve lifts restrictions it placed on big banks in the wake of the pandemic the fed said it will have to wait until june to revisit dividends so morgan stanley is the first big bank taking action and acknowledging plans to raise that dividend when the time is right. back to you. >> kate, thanks. i expect we'll hear this from a lot of banks. >> ye, i think so. i think we'll see some very, very big bank earnings even with the surprise of them not extending the exemption. i think we're going to see buy backs, and big earnings.
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good for morgan stanley. i'd like to get more clarity on who lost how much money where. that will be interesting >> yeah we need to know that before we write the movie version of this whole thing too. tim, i want to circle back to yesterday, we played a game off the cnbc q to stock survey, three out of four traders said jp morgan interesting because all of the traders own and like jp morgan so where do you stand even though you think it's a crowded trade. >> it's a crowded trade. it's so exposed to everything people are talking about in terms of reopening that could be a reopening trade. look, i like the fact we know what's going on with net interest margins and with their core banking business and with the mortgage market and from a credit perspective if anything remember how many loan losses they put on there.
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still some could come off the books here so some of these provisions are also a tailwind. i'm very happy owning jp morgan. >> coming up, shares of uber driving higher after one analysis calls it a top reopen plague we'll bring you the ultimate reopening names. first we got a fast pitch on deck one trader saying th eis commerce stock is a total home run. he'll make the case when "fast money" returns ♪ ♪ ♪ ♪ ♪
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♪♪ ♪♪ apex fintech solutions. ocean spray works with nature every day to keep you healthy welcome back to "fast money. happy opening day, baseball fans everywhere rejoicing we thought it would be the perfect time for a fast pitch. you're a "fast money" newby here's how it goes, one trader throws out their best trader investment idea and you can vote on our twitter poll at cnbc "fast money. get ready. taking the mound for tonight's pitch delano, go get them. what's your pitch? >> thanks, melissa my pitch is shopify.
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looking at the total adjustable market is increasing there's $4.4 million increase in new business created in the past year which is a trend we'll see over time it's not just pandemic related with a lot of jobs it's way easier and less expensive to start businesses now. if you are looking at other areas of actual increase for this company you're looking at the valuation we obviously know price earnings trading over 400 times look at the top line where growth investors are going to focus on growing rapidly at the top line and something i think will increase again over time and management is really, really focused on making great products for their users, right, looking into investing into these products and capabilities going forward. i like shopify.
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>> guy. >> at some point valuation matters, in low interest market not so much but as rates move higher, does this valuation concern you if rates continue to move up? >> that's a great question, guy. we've been battered in the past couple months. the valuation is definitely going to be a concern. rates will still move up over the short-term and i think we'll level off over the long term that's the opportunity in q3, q4 for growth rotation back into play definitely concern for short-term investors. >> thank you for that. time to vote are you buying the pitch on shopify? guy? >> can you read my smart board, melissa. >> harley finklesteen # genius. >> yes, interviewed by jim cramer told a compelling story
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about shopify, it's a great opportunity. well done delnao. >> is tim seymour. >> yeah, if there's a baseball that says buy, i'm buying the pitch for shopify you're not buying the val ewation but on the e-commerce trend and you're excited about that and the consolidation i think a lot will be theres. >> bonawyn, looks like you're putting the finishing touches on your white board how do you vote? >> i am. i'm buying it with a caveate i look in to -- >> karen. >> it's a great pitch. he's a lot smarter than i, i wouldn't have owned it until the
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last thousand dollars. my dna doesn't allow me to buy 400 times earnings even though it's growing nicely, i think it's reflected 400 is optimistic so i'm going to pass. certainly wouldn't short. >> three out of four ain't bad dleenl. >> not at all. >> we'll see how the viewers vote, you out there, get on your phone and pc, are you buying the fast pitch on shopify. vote on our twitter poll we'll bring you results later in the show up next, ultimate reoppening play this is the stock to be in as things get back to normal. and later a million reasons investors are loving miley cyrus today. we'll explain when "fast money" returns. walter, did you know geico could save you hundreds on car insurance and a whole lot more? so what are you waiting for? world's strongest man martins licis to help you break down boxes? arrrggh! what am i gonna do to you box?
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flight ridership company strength and delivery. read about the call on cnbc.com/pro bonawyn, what do you think of the call >> i do like lyft for all of the same reasons but it's more pure reopen plague. uber has a lot of other things that bode well for a pandemic situation. lyft clearly focused on ridership with the same investment thesis without all of the other thrills that will gap to the beta outside the reopening. >> yeah in terms of the ultimate reopening trade, karen, where would you go >> you mean, not lyft. >> aside from that, yeah. >> aside, right. i really like big cap pharma because it's not so clear why is a reopening trade but because people haven't gone to the doctor in the last year and a lot of previsions that didn't get written that i think will when people go back to the
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doctor it seems more compelling to me than some of the other reopen trade that's are much more clearly reopen like a livenation those have run up so far, reflecting such a strong reopening which i believe we'll have but i think it's already priced in for a lot of them. trading at values greater than in 2019 so risk/reward reopen in big cap pharma with the pe grow, the dividends there, that's where i've been going as recently as today. >> all right coming up. speaking of reopening more travellers get time to get back in the air, brand new slate of content at the gate. we'll talk to the company that inked a major deal with u.s. airports of and still time to vote on delino's "fast money", are you buying in on shopify go to our twitter poll we'll have results at the end the hour
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some say this is my greatest challenge ever. but i've seen centuries of this. with a companion that powers a digital world, traded with a touch. the gold standard, so to speak ;) i really hope that this vaccine can get me one step closer to him. to a huge wedding. to give high fives to our patients. to hug my students. with every vaccine, cvs is working to bring you one step closer to a better tomorrow.
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so you're a small business, with every vaccine, cvs is or a big one.ng you you were thriving, but then... oh. ah. okay. plan, pivot. how do you bounce back? you don't, you bounce forward, with serious and reliable internet. powered by the largest gig speed network in america. but is it secure? sure it's secure. and even if the power goes down, your connection doesn't. so how do i do this? you don't do this. we do this, together. bounce forward, with comcast business.
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screens in over 100 airports, as the surge of demand for travel let's bring in our guest i think this content deal is fascinating. want to hear what we should expect to see when waiting for our airplanes i want to get your sense of the reopening, how strong you think it will be because you actually make more money the more people are in airports. >> of course, the more people, the more money we can make, i think it's worth noting we're seeing a resurgence faster than what people thought. the expectation was we'd be at 65% of 2019 numbers in the fourth quarter in the last 18 days seeing 1 million plus travellers every day and over 60% back in the last 8 to 10 days straight the vaccine roll out is
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contributing tremendously to that and airlines are hitting numbers pre-pandemic. >> wow as i understand you are concerned airlines are not adding capacity back fast enough. >> i think they weren't expecting this 45 days ago the expectation was we're going to be at 45. creep to 50. 55 and slowly come so it was prudent for them to actually, you know, move planes around, take certain planes out of their rotation because it wouldn't make sense financially. now all of a sudden demand has picked up faster than anyone expected and the vaccine roll out faster than expected and we're pent up, ready to go that's a big factor. >> in terms of adami rates, yo . >> in terms of ad rates what are they like and how much have they increased? >> for us the beautiful part about, i think people are realizing,
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understand the impact that global traveller has on global gdp, on jobs, and i think by the way, global gdp ten% all global gdp is based on travel 330 million jobs based on travel i think the people that travel are such pacemakers and such the explorers, they're the ones that drive what we do i think there are people value whether it's 1 or 38 million people value more than ever. that's a big thing for us. >> lynnwood it's tim thanks for joining us. i was looking through some of the notes on your company. 12 billion ad impressions this year you're expecting for reach. that type of engagement, getting folks in an airport, you have a
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unique engagement dynamic. what's it mean for advertisers you talked about high-profile and luxury brand what is the traditional advertiser profile >> our advertisers want to reach the high-end, the decision-maker audience what's happening now they want to be more intergreated in -- grainted in to be more integrated in we focus on being truthful and positive we don't get into politics we keep things moving quickly and we tell great stories and brands want to be integrated in those story and or be next to the one or two -- stories that represent that brand. we're pretty excited about it. this it based on reaching 50% and we're crossing 60% i see fourth quarter 75% or 80.
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>> wow would love to have you back. thanks for your time ceo of reach tv. good pulse guy on ad rates on travel. where you want to go with this >> well, i mean, if you think about it just connecting the dots the e and the hope trade expedia should explode on the back of this it has been, stocks within a whisper of an all-time high. go back to where we started the show, facebook and google. so they all win. i think he speaks to exactly what's been going on in the last three to four months. >> coming up miley cyrus coming in like a wrecking ball to your portfolio. big news that is got retail laaders rejoices and st call on the twitter poll is shopify a buy. head on over to cnbc fast money to vote. we got the results next.
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social accounts. if you're lucky she will award you some shares. let's be clear this is miley cyrus not katy per y we confused the two the other day. miley is doing this promotion with the cash out. good or bad, karen >> i love miley cyrus, i love dolly parton, she was aunt dolly on miley's show "hannah montana" whatever that was. it's interesting i don't know, seems that jack dorsey is getting involved with some big music talent. it's interesting good for her i'm a little afraid it won't work out great is one person? >> i think it's multiple people. >> tons of people. >> yeah, yeah. so >> how bad could it go wrong. >> exactly time to find out if viewers are buying the fast pitch on
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shopify. looks like a strike. 56% not buying it. time for the final trade we go around the horn, tim. >> eem. >> bonawyn >> lyft. >> karen >> pfizer. >> guy >> inbegin. >> have a great weekend. "mad money" with jim cramer starts right now 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 kram erica i'm here to make you money, my job is not just entertain you but educate
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