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tv   Power Lunch  CNBC  April 29, 2021 2:00pm-3:00pm EDT

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o'leary. supermodel petra olympic swimmer ryan murphy. steph link josh richards. professional poker player maria ho and tim seymour. who will take the top prize? >> you know how this works we gave our teams a list of 60 stocks and investments and before the first pick, s&p all-time highs stocks are surging what should the strategy be? >> i'm a huge believer to take advantage of momentary declines and talking about a period of now and the super bowl to find something that could be a coiled spring, something down right now because if you're going for
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something that's really up there you have to think many months out. it is a mistake to go for something running. >> the setup is interesting, too, with major earnings releases from certain companies with extraordinary reports and some didn't really react like apple. how does that change how these guys should think about the picks? >> seeing something like apple, scott wapner talked about the good as it gets theory so i'm looking for something where it's not as good as it gets i'm not sure whether i disclose my pick and looking at ty -- are you giving me the go >> if you would like to tell us your first pick would be - >> okay with this? >> i would love to hear it. >> i have to know that stephanie link is trying to trade up on the draft. she's trying to take ryan murphy it is not going to happen and not trading up.
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>> nope. >> i want to do ford motor. >> ford! that's an interesting one. interesting. absolutely they already gave the guidance cut the forecast there's the chime. >> there's the chime which means that the first pick is on the clock. there's a lot of game theory in this you have to the coiled spring. taking you from average to way above average. >> exactly. >> a big hit mr. seymour, you had the first pick back in 2019. this is your second time having the first -- back in 2019 you picked general electric. i just want to say that is like picking ryan leaf, ryan leaf in the nfl draft. sam buoy ahead of jordan, man. you have to do better than that. your pick this year is - >> i tell you what it wasn't easy
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there's no trevor lawrence out there, ty. it is an exciting time and just a player away. happy to say despite my cannabis bros hate me. >> e i'm taking the bitcoin talents to south beach number one pick. bitcoin. >> wow. >> wow, wow. >> look at john. >> i hear the groans. >> what is this? new york jets out there? >> only up 81% year to date. >> ultimately had a case - >> go ahead. >> you had a case where this was -- pulled back we pulled back 20% talk about coiled spring fed policy where it is look i don't love the fact and you know i like to buy the bombed out names to make the most money from terrible to just bad but in the case of bitcoin we have a nice pull back and we are very close here and this is a saferty pick for us.
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a case i expect a policy follow through beneficial to bitcoin. hang on a second i think -- yeah. stephanie, i already picked bitcoin. sorry. my phones have been ringing off the hook people have been chasing me down for this >> bitcoin is off the board urks jim. >> trying to call the cfo to sell the rest of my bitcoin. kiss of death. that's what they call him. i thought he would take a cannabis stock. >> ford is a tim seymour name. bitcoin to me as someone that knows tim that was an absolute surprise. >> can i switch from ford? i have other ones. >> i feel like that's one i say has had a bit of a run trying to go against the big runs. >> time now for the second pick. maria, what is your selection?
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♪ >> first of all, i have to say damn you, tim, because i was going to pick bitcoin. so i am really up set about that but you got to be prepared for these things to happen so we are going to go with amazon >> hmm >> hear me out i think there's a -- ah! >> go ahead. explain. what is your reasoning go ahead. >> i mean, okay. there's potential for a stock split which i think could cause a nice run-up. accessibility is nice and might make it more accessible and definitely a good proposition. hopefully a lot of potential fur that and amazon has proven the reliability in the pandemic. >> all right so that's maria ho's first pick.
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on the clock is olympic swimmer ryan murphy. >> what do you think stock split is interesting. >> gun to your head, right >> yeah. >> you don't want to pick something i think that in another two hours you could look like a bust. >> that's the strategy we doan know what they'll say. >> yeah. >> that's a big wild card. >> dangerous. >> all right there you go you guys are sort of down on the picks. let's go for gold with ryan murphy olympic swimmer, four time gold medalist world record holder. backstroke extraordinaire. welcome to the stock draft you're on the clock. what is your pick? >> well, first off, i'm fired up to be here i look up to you guys and i'm a little bit intimidated to pick in front of mr. wonderful. i don't want to give him an opportunity to just dump on my
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pick here but i think what i'm going to go with is ark innovation if i had an opportunity to get -- >> oh geez. >> jim is already giving me the heat but if i have the chance to get tesla, ro ku, square, shopify that's cool. to have an actively managed fund is pretty valuable. >> all right jim? >> well, i just think that let's just say a life raft is needed here my fear that this is beyond -- i like the coil spring list. but i think that right now cathywood is demonstrating a hand that i regard as cold and i don't know what would turn it into a hot hand. >> low interest rates? >> minus 5 need german interest rates to get her cooking.
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when i saw that this was on the list i said, you know what that is the kind of situation i want because that's all or none. >> you're all in all in. >> i take that then as sort of a praise for the courage of making that pick. >> exactly i like gold because it is so good and this man knows gold. >> all right let's go to kevin o'leary, mr. wonderful, for his fourth pick in the 2021 pick in the stock draft. >> let me explain why this partial pick will crush the other stock traders like the cockroaches they are not to mention i've won this before because i have the power of the future and understanding how to unlock the value. it is going to be alphabet why? people don't understand youtube at all it will be a locked in value during this time period before
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super bowl by people understanding how many hours people are watching or an ipo and again then i'll take the crown. >> you heard it from kevin we have jay con frank on the clock but first, melissa, jim, your response? >> this is an interesting one. a case to report an extraordinary quarter and the stock went up and might feel better buying after the quarter. >> i am in agreement i remember the boeing pick and that he got out at the top what i like about this is the youtube situation because youtube buried within this company i had stanley black & decker on last night they buy tools and look at youtube videos and worth so much more than people realize i found myself -- i wanted to be atting logger heads with the man but i can't. i am on his team sub wonderful. >> youtube is a post television play, isn't it >> the views, the views.
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>> all about the streaming and youtube is there, baby all right. fifth pick now is jason frank known as the stock guy on twitch where he streams his day away. your pick. we are ready are you? >> i am. one thing i have learned trading lock long enough is that you never bet against the mouse and i'm going with disney. >> what do you like about it >> absolutely. streaming numbers right now. covid is ending but not over youtube -- sorry netflix is bleeding subscribers based on the last report and we know where they're going a main place is disney and disney plus. if the numbers continue i don't see a ceiling anymore and the cdc saying vaccines may take children into q1 of 2023 and kids will be home. parents want them to watch disney and waiting on parks to reopen marvel movies.
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"star wars." they don't have a ceiling for me right now and i'm not betting against mickey. >> let's toss it over. jim, melissa, what's the reaction there >> unless you think the use esches going to beach, the vacation or the mayan rivera >> i like this call. the stock basing in 180 after a remarkable mover i'm sure that jason wanted to pick viacom but not on the list but it does mean that disney will have a second leg and an excellent call from jason frank. >> wow approval of jim cramer himself. >> big time approval the pick now and wowed the crowd with mind tricks back in 2019. he picked bitcoin back then why what do you have for us this time >> this time i'm not going to the moon but all the way to the
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sun. invesco solar. i'm going to go invesco solar. they're pushing solar more and more with upside here. >> oh. >> ugh hey, icharus, give me a break. that's a call from four years ago. the first man on the sun >> jim, you could have all the money in the world but we learned that it is time that counts how do you spend the time? i got in your head two years ago why you challenged me on live tv i said disney. >> scary. >> this is bigger and better get on a plane and said going all around the planet and close your eyes and imagine you put your finger on a spot on the planet that you always wanted to go, number one place don't say it imagine yourself there can you do that for me >> right in my head.
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right now. the cortex cortex are you going to do alobotomy? >> i don't know if i can get inside that head analysis paralysis thinking of more than one place. two picks this year. i know what you think before you do look at me i think you debated. you debated. you debated. you said to yourself i want to go there and then another place. it didn't make the cut talk to me what was the number place to go? what was it? say it. >> want me to say it >> new zealand. >> say it. >> new zee land. >> where did you think of right before then that didn't make the cut? >> chile >> chile is what you changed your mind to and you went to new zealand. >> should we end the stock draft? why are we all here? >> he wrote this down. it is right here on the card. >> not possible.
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>> unbelievable. >> just not possible. >> crazy, man. >> i know what you're thinking before you are, jim. >> all right with that kind of performance invesco solar, we'll see. >> for certain. >> all right the 2021 stock draft is off and running. six picks so far i'm sure some people on the board there who wish some names were still left. we have a nba star we have got a slash tech investor and a tiktok star but up next making the final preparations for her is supermodel petra nemcova and next you will see her making her stock pick as the stock draft rolls on hey lily, i need a new wireless plan for my business, but all my employees need something different. oh, we can help with that. okay, imagine this... your mover, rob, he's on the scene
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hi, everybody. welcome to the cnbc stock draft. six picks in the books we have another round right after the first. as we look through the names so far we have the likes of bitcoin, amazon, ark, alphabet and a lot of high fliers so far. >> a lot off the board and still about 55 different selections that could be made and it is now time to hear from a first-time player petra nemcova
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she is an entrepreneur and all hands and hearts is the name of a charity. welcome and tell us what you like. >> thank you so much so happy to be here. the team petra picks airbnb. >> oh. >> please go ahead. >> there's a pent-up demand for travel post-pandemic so airbnb will be a direct beneficiary of people's desire to travel the world again and they're a wonderful supporter of heart and arms they kash about planet and people and it is about i believe share economy, circle economy and 20% down from the 52-week high but it just got started in december so there's a great potential upside.
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>> you have done your research thank you for the pick josh richards is on the clock. jim? >> what i love. >> a coiled spring >> yes exactly. terrific ceo the cohort is down with gig information that has nothing to do with it i do think that it turns out to be an amazing bargain. now they will go full out. this is the kind of stock that works in this contest. >> pandemic and post-pandemic. >> yes. >> as i understand it now this is off the board for one of our other players who already made the pick tim, you have to look elsewhere. airbnb is off the board. >> maybe josh richards wanted bitcoin. now 19 and making millions on tiktok and going into business and why the team is animal capital. great to have you here what is your pick? >> thank you thank you. i don't know if you hear the murmuring on the street but they are calling me mr. wonderful jr. now so i'm ready to come in here
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and i think take the championship spot this year. >> too much hair. >> for the 2021 draft i'm going to go with amd i think that they have come out and said they're in growth mode. the fundamentals is great and in the shortage of semiconductors i think they're the best positioned to win that war. >> any other reasons let me ask you, would you have taken a name already chosen? would you have taken bitcoin >> yeah. bitcoin was where i was going and definitely was the one that was on my mind for the first so got to pick first and what i expected eighth pick unlucky but it's all good. >> andre iguodala is on the clock. now see what they love. >> you love lisa sue. >> they reported a great quarter. i'm sure what josh is taking into account is the xilinx
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close. not as familiar as i should be with josh's work but obvious youth is not wasted on this man. i think it's a brilliant pick. >> highest compliment. >> amd is a high pick. one year not a winner. last time it was and drove a player to the top spot or number two. josh richards will have a hard time getting dates >> poor guy. >> poor guy. >> lonely. >> welcome back, andre u you have been a friend of the program for years. came off a win last night beating the spurs 116-111. congratulations on that. you are an investor and an author your book is fantastic welcome back what do you pick >> thank you glad to be here right now. got the ninth slot which was my number the majority of the career but i'm going to go with
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lennar. >> wow. >> what is your reasoning? >> interesting, interesting. >> it is a tech oriented real estate firm and if you look at low interest rates right now, no home building, purchases, the flight from the city to the suburbs, this company is a sleeper who i feel started in single family rentals but transitioning into what will be one of the leading home builders locally. i feel like also the innovation is -- that department is a big sleeper as they back some of the top companies that have gone public in recent months and one being a company hippo, home insurance company blowing the tech sector out the water. >> here we go with lennar. hardly a fashionable pick in the context of a bitcoin we should mention that andre is
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a venture partner at the venture fund and now stephanie link is on the clock your reaction to lennar? >> not a sleeper in terms of performance but the fundamentals that have driven it to this point could continue post-pandemic. >> creative. stewart miller, old friend, great job. used to help handle leonard miller's money at goldman sachs. this company's always been a step ahead of the rest toll hit an all-time high today. i like the pick. the digital aspect andre researched it more than the analysts i think this is a creative -- not going to call it genius but very smart. >> excellent there we go. the pick is in the last pick in the round, right, ty? >> that's right. it's stephanie link. portfolio manager with
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hightower. stephanie? >> boeing. >> oh! >> will not surprise jim at all but the stock is down 45% in the past two years this was a $440 stock back in march of 2019. it's now 230 it is a reopen ultimately and also a fix a fixer upper. they have gotten the 737 max fixed. they announced on their call yesterday that they'll produce 31 a month starting in 2022. they have the 787 fixed. producing five a month in 2022 and the 777 on track, as well. i think they have done a good job making sales southwest is one and so i think they are going to see better inventory levels and leads to better free cash flow if a $21 billion in liquidity so they're fine so i like it and contrarian. >> oh. >> she's on to something. >> you like it >> i love this call.
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>> you look a proud papa over there, jim. >> the linkster and i have been buddies for ages this is a game theory pick you have to go two quarters before we get travel back so this is not a pick - >> not for today or next week or next month. >> not for when andre's in the final round of what we see the warriors explode no this is about gaming it to the point where you have two qu quarters and then the orders come through i think she knows about a big order from china. >> this was a pick of mr. wonderful two years in a row and so it's got the history in the stock draft. >> it was in the winning portfolio in one of the years. we'll see if it carries her forward there. it is not just jim's opinion to know we want to know what you think about the picks so far weigh in first round in the books
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right now the teams are ready for the second picks and a quick break and then tim will kick off the second round you are watching the cnbc 2021 stock draft. don't go anywhere.
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welcome back to the cnbc stock draft right now. let's get a quick check on markets. the nasdaq is positive the dow up about 171 small gains for the major indices and round two is about to start tim seymour is back on the clock. let's send it to melissa and jim for thoughts. >> we couldn't have the draft without guy adami and want to bring him in on the first round so far here's the ten stocks off the board, guy bitcoin, amazon, airbnb, lennar and boeing what do you think so far of the picks? >> listen. google to me, i make a case and a $3,000 stock and jim would agree. the quarter is ridiculous.
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throw up a 30 multiple on the stock but my favorite pick and might be added from people airbnb got initiated with a $250 price target off that 219 high. i think there's a lot of real estate there looking for names i'm surprised palantir isn't off the board roblox right in the wheelhouse, jim that's what i would be looking for early in the second round. >> i think the numbers are incredible there they guide and don't get the publicity we a direct listing and gets adherence it is an unstoppable trade. >> completely. you know what else is unstoppable? that o's guy got to be kidding me with chile and new zealand. brilliant. brilliant. like you are, jc
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brilliant. get on "fast money "we have to do a crossover just for all time's sake. >> couch action. right? >> the floral couch back there >> yes. >> is that a bosh? >> floral pattern. >> great. >> quickly, of what is left on the board what do you think? >> i think one that people won't go for and i don't care. >> when have you ever cared? >> nvidia will get arm holdings or won't if it does it goes up 300% if doesn't it will go up 150 >> the round two begins right after this thank you. >> thank you. >> seymour is on the clock what could he take next? stay with us confidence is at the heart of everything we do at carrier. our systems fill buildings and homes with healthy, clean air. we detect and put out fires, and help people stay safe and secure inside.
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(text chime) (text chime) (text chime) (sighs) (text chime) (chuckles) (text chime) it's the biggest week in television. watchathon week is your chance to finally watch shows you missed for free. now you get to talk about them with your friends, no matter what time it is. say "watchathon" into your voice remote and watch for free welcome back to the 2021 cnbc stock draft tim seymour, you're up first and picked bitcoin first last round around and broke hearts on the
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panel. prompting jim to threaten to sell his bitcoin not a vote of confidence as i said taking the pick from a few other people so we all ask what do you have in store for us this time? >> it was a safety pick and petra with a deft pick with airbnb i draft the best athlete available and yeah may not be the company and the sector i want by it's tilray a vote for cannabis. you got growth, innovation, demographics, macro. i run a cannabis etf the merger making it a global player as we have seen as the news gets good even the canadian names have rallied so again cannabis pulled back dramatically. i'm in the middle of this sector
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we drafted the best player available from the sector. it is my pick in the second round. >> your friend guy knows you well what do you think? >> not a surprise at all. >> true. >> in his wheelhouse i love this pick the merger will be done and gets the november elections. >> that's true. >> it always wins on the ballot. this is great and could cause president biden to say let's just go with it. i think that -- as much as i was confused by the earlier pick this i'm all in on. >> all in on tilray. and now maria ho picked amazon in the first round maria, time for the next pick. go ahead. >> all right listen i feel good about this one we are going to go with draft kings. i feel like it's pulled back from substantial highs with room
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for growth still and legal markets are opening. timing could work in our favor just because this competition ends afterthe nfl season and draft kings is the partner of the nfl. >> the gambler goes for gambling, jim. >> interesting. >> i like this because nfl is a sweet spot and you are talking about -- remember. talking act super bowl gambling. that could be the peak for the stock and she is going to get there right in time. inspired. >> that's where the strategy enters. >> brilliant not worried about this next. >> not the quarter after. >> didn't like the first pick but they like draft kings. now to ryan murphy with ark innovations etf in the first round and jim said you might need a life raft for that pick what pick are you jumping into now? >> i know how to swim so i think
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i'll be good if we're drowning but i'm going to go with a different theme. marriott if people saved up they're planning vacations and i think more comfortable doing that in an established brand like marriott than someone's house with an airbnb. >> these are all the picks you get but there are some names orion the board. netflix and tesla and zoom why marriott did those tantalize you at all >> with netflix i think disney is better. my theory was going one more high volatility and i felt like i did that with ark and one that's more of an established name with marriott. >> a good strategy that we have seen by the way mr. wonderful on the clock but a good strategy
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that we have seen people employ. >> basically owns tesla with ark. >> i like it we are going to hear soon from o's the mentalist. this is frankly ryan the incrementalist it's an incremental pick i think you could take 15% and that's act about it and without the pizazz you need to win the contest. >> let's go to mr. wonderful on the clock. the pick is in jim was very excited act the first pick alphabet. how will you top it? >> what's more valuable than plastics or gold or silver data that's what's valuable that's data? palantir it is beaten like a baby seal. it is just terrible what happened to it and it's my coil. it is the spring it's something to tpush me back
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up when people realize how important it is to mine something. it's data. palantir. >> there you see it basically flat for the year. so this has that coiled spring attribute that jim commentedon at the top of the show, kevin. >> yeah. it does. look this is a risky pick because when you miss you miss big and get crushed. the sachl tichl does the investment premise go away no everything is about data you go here to get that. so i think it will be recognized in the next few quarters and blow through the old highs why you need a coiled spring i'm taking a big risk with google but i know the power of what's going on with youtube will be bigger than netflix in every measure. >> when we were off on break
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there you said -- melissa or kelly asked, what stock are you sur pridesed wasn't taken and palant ir is it. >> i regard it as a black box but getting -- this is the meme name in the group now that no one picked gamestop. it is the best of the memes. i'm for it. >> the best of the memes >> it's a real business and not hanging on by the fingernails. >> not much of a coil springed >> not enough to do the job. >> all right the fifth pick is in jason richards who picked disney in the first round saying don't bet against the mouse and so, what is your second choice >> i mean, kevin just made an enemy for life
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palantir was my go-to. there's always play out there and i will take not only do i don't never bet against the mouse you never bet against starbucks. round two. they were beat up but moving into asia and china and meatless options in the breakfast inside the store. they're on olli express why not only seeing that but starbucks killed it during covid with the drive through, with takeout, delivery and whatnot the biggest thing with covid that hurt them was the lobby so i think that with the expansion that we are seeing and with schultz as a go-between i'm going starbucks and could see
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150 by end of year and taking that as the second. >> let's hear what you think about this pick. >> i haven't heard of that theory of howard being the go between. diplomat. >> i like that aspect of the pick. >> bringing a latte across the ocean. >> i like to have a -- skin wet and the quarter down $3. classic knee jerk. up 2 today doing a great job. 5,000 stores now in china. europe has a turn around 75% finish with this closing of the not so great stores and makes a ton of sense. >> thank you we have much more to do on this special edition of "power lunch. we know that jim can't wait to see what he does for his encore and today is the beginning it goes until the friday before
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the super bowl next february you can follow all the action day by day cnbc.com/draft pick we'll be right back after this
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all right. welcome back to the 2021 cnbc stock draft. it is oz pearlman's pick now he went with invesco solar in the first round and jim called him icharus. what do you want this time >> what do we do this time this is the first time we see eye to eye because i had it in the back in the trenches i'm going roblox the ipo was gang busters so much room for growth i think through the pandemic the user engagement is through the roof with 8 million developers on the platform next year you'll say why didn't i buy back in april? >> jim >> could be a double could be a double. hess on to something not kidding. >> he knew that you would say
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that already. >> little annoying. >> i knew. say something original. >> what am i doing for dinner tonight? >> going steak medium rare >> no. but yesterday's kfc bucket is pathetic no i know. >> see what happens. >> might have a steak just to -- >> already been eaten. >> prove him right. >> wow. >> all right we like roblox as a possible double. >> and that sound means it's time to hear from petra naemcova guy maybe said it was his first favorite of the first rouchbd. let us know where are you going now? >> thank you so much, kelly. guy, thank you for the thumbs up and sorry, tim, for stealing your pick. this time around i will go with zoom hmm. >> oh yes. >> wow.
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>> that was another one jim mentioned. >> why >> andre looks like -- >> one way or another why what do you like about it >> well, there is -- there might be a bit of a zoom fatigue but i believe that businesses will still want cost effective hybrid solutions for workplaces so those still are virtual work spaces and ilove that zoom cares about people, the environment important to us and they're really part of a solution to combat environmental crisis and they have been down 45% since the last 52 weeks so they're going to bounce back. >> do we see andre iguodala? >> he was doing the whole like i wish i could have picked zoom but petra got to it first reaction but jim, a lot of stocks out there where you have to believe there's hybrid work from home in order for them to continue this is definitely one of them
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if you believe that you have to believe in zoom. >> i think we tasted the idea we don't have to go on a plane to go everywhere why say you're on a nonprofit board three meetings will be on zoom and learned the lesson too expensive and a case and another thing i love about another thing i love about this, we have not heard the second act. right now we've got zoom what is zoom 2 going to look like i bet it's a heck of a lot better than we do now. i was watching kelly's show before -- >> physically we look better >> yeah. >> younger and thinner and better looking, more hair? >> why not filters. >> i'm all for it. >> i think zoom will make us look better, not worse eric is a thoughtful person, that's what's going to happen. >> you know what i thought was interesting there was petra's point that this was an environmental play in a way because people won't be getting
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on planes. >> maybe esg. >> and spilling carbon into the air. interesting point. >> josh richards is on the clock and he's ready now tiktok star also known as mr. wonderful jr josh picked in the first round amd, jim loved it. your second round pick is? >> for the second round pick, i'm going to have to go with uber >> uber. >> yeah, i think people getting back outside now, people getting more comfortable being in other people's cars, we'll see a spike there. also i'm hoping that the prop 22 doesn't pass so they don't have to pay payroll taxes >> this is the josh brown favorite i want to know if josh richards follows downtown josh brown's picks here >> i mean sadly i didn't but it just happened to be the follow, i guess. great name, though guy's got a perfect name. >> this is the kind of thing i'm
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talking about. >> the closing price today, it is down $4. >> this is what you want. >> the strategy part of it. >> this is what you want when you find something, it's to be efemoral. i have not spent a lot of time studying josh's work, but i do think this is an excellent idea. >> you'd have to spend a lot of time on tiktok. >> absolutely. >> but really the point is he's going to get that lower price -- >> exactly. >> -- today. >> as of the close today. >> it's like he's being given four points. consider it like it's draftkings they're giving him four. josh gets four, i like that. >> let's move on to miami heat board andre iguodala who is back up you chose lennar last round, called it a sleeper. cramer called it creative and a smart pick what are you choosing now? >> i'm going to go with a
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household name and go with tesla. >> i've been waiting for tesla i've been waiting for that. >> andre, why tesla given this is one of those stocks that people are a little scared to be long after its run >> i think elon musk is genius everyone has been talking about their picks, the art innovation where you get a lot of different variables within the stock you get -- tesla fits into it. we talk about the effect any time elon tweets anything, dogecoin has become a billion dollar market and you see the crypto space going up. you can actually buy tesla with bitcoin. the data, we talk about data being keen right now and tesla being at the forefront of the potential autonomous vehicles.
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you talk about the everyday tesla taking over the bmw series in terms of value on the streets, and then the cyber truck is coming soon too so a lot of excitement. you have a cult following. i feel like in nine months it can jump up again. >> melissa noted that you seemed to react when petra took zoom. do you wish you had petra's zoom >> that kind of hurt me deep down zoom 2.0 as cramer says coming very soon, very excited about that eric is an amazing founder and disrupter in spaces where you see the stock leaders already in video conferencing and i'm sure he's about to do it as well. >> jim, what do you think? >> awesome, awesome inspired pick either the austin plant is open or the berlin plant is open then you're going to get 300 points one of those two has to open
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if both open, you're going to catch a double and win the whole shooting match this is all about austin and berlin. >> the stock reaction to earnings, which was a mixed bag, enough for the bulls and enough for the bears is pretty disappointing. it's been down pretty much since it reported. >> but that's an opportunity in this contest you've got some time and that berlin factor, i mean come on, right in the teeth of bmw? it's going to be smashing! >> there you go! an endorsement for tesla all right, let's go to the last pick of the draft. stephanie link has it. first round she picked boeing. jim called it a game theory stock step what's your next pick? >> las vegas sands the stock is only up 2% year to date it's totally lagged wynn i actually own wynn but i like this story because they just sold their las vegas properties for $6.2 billion and they're going to put that money into
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asia macaw, the premium ask is really, really strong. total revenues were up 15% sequentially so i think you're just beginning to see the recovery and it's another reopen name. >> amazing we could ask you about that, stephanie, but there's -- i almost want to show everybody up here, and rattle off some of these names that are still on the board. we don't have a third round, but if we did, i mean we've got macy's, mcdonald's, amc, we've got apple. no one picked apple today. >> entertainment companies, paypal, visa there's a lot out there. but there's a case for las vegas sands. jim, what do you think >> i think if i can be like the mentalist, i think it is absolutely true that steph would have sggone with wynn but i do like the idea of macaw i like the idea of gambling and
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the reopening. it's good. >> is it good enough for this co contest? it's a contest. >> the answer is no. i think i can say that i think i've known stephanie won't take umbrage if i say no >> let's cut to the bottom line. we go from closing price today to closing price on the friday before the super bowl. who has got and it's average gain, who's got the best two picks here, jim? >> best basket. >> wow, the best two picks you know what, i know not just because it's in my head about new zealand, but i have to tell you in terms of thein kridible optionality it's going to be -- one of the other is going to double and that's what you need. if the other stays there he'll catch a double in ron roblox.
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i think roblox is a double. >> is there a pick that is effectively the tom brady of the draft, in other words, the sleeper pick that's going to be great? >> your ford was never chosen. >> and that's disappointing. i think tilray a walk-on pick, frankly, right like michigan. i mean decent. good blood lines. >> of the ones that are left that kelly mentioned -- >> there are a lot left. >> other than ford, which would you like >> what is a jim cramer basket can we run a parallel contest? >> he's the roger goodell of this. >> well, they are going to let me pick ford and then i am going to go -- i'm going to go with amc. i'm going to bet it's the only movie theater company left. >> the only one left in a year >> of the majors, yes,
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absolutely >> all right >> that's my thinking. >> oil anyone want oil? >> ford and amc. >> 65. >> it's a contest, kelly it's a contest you've got to go with that size move. >> and we're looking again, you have facebook nobody picked up on, general electric that pick is history, goldman no one got excited about. >> how about macy's with a teenager stock that would be a great play on a big holiday season >> i might -- if ie had a pick,i might have gone with visa or paypal folks, i can't thank you all enough everybody from mr. wonderful to tim seymour to ohs to petra to everybody. thank you so much. jim cramer, thank you as always. you really are the commissioner. guy adami, i'm going to call you the charles barkley of this. you have the commentary and makes us laugh
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if you missed even a moment of today's festivities you can watch a replay at cnbc.com/pro we're going to slice and dice this year's draft. meantime let's welcome in sara and wilf for "the closing bell." >> we just want to join the fun. it looks so good it was awesome to watch. the music is awesome guys, the winner for the best team name goes to stephanie link the strongest link wilfred has a really good name for his team. >> if i was ever asked to compete, frosty the stock man. >> mine is eyes on stock. >> great show. i thought mr. onderful's picks stood out the most to me, and tim seymour is either going to win by a mile or lose by a

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