tv Mad Money CNBC January 12, 2022 6:00pm-7:00pm EST
6:00 pm
mineral exposure and diversify and guy? >> my animal instincts suggest that paul sankey's mpc will continue to go higher. >> nice. we'll se my position is simple, to make you money there is always a bull market some where and i promise to help you find it. "mad money" starts now hey, i am cramer, welcome to "mad money," welcome to cramer-america my job is to not only to entertain but to educate and teach you. call me at 1800-743-1600
6:01 pm
comparisons are constantly being used to scare you into taking no action even when you should be buying something when the market gets annihilated. let me give you the classic example, last talk, tesla verses ford when te-- tesla obviously had t be over valued and had to be sold it turns out tesla deserves to pass just almost every entity out there. if you sold it because of the ford's comparison. boy, you are missing out one of the greatest rallies back then you were told tesla should not have a higher
6:02 pm
composition than ford. at the time it seems self-evidence. they thought it was absurd the flip side is true. if you thought the ford's evaluation was tie oo high. all the people being left behind by this market it feels tragic and the stocks want to lift right now even when they are not supposed to i think regular investors will continue to be misled by the whole broker it sounds like they're out to get you, they're not neutrality can frighten you from buying something good. it's easy to scare anyone out of the way. take the obsession with the fed and we all have. the obsession.
6:03 pm
many commentators drop the ball and the american middle class is going to have to pay the price at the pumps and the super markets and the price at your portfolio. 7% higher than last year, i don't like that. i know a lot of people share this fear. many coming on tv to bash to affordable healthcare not being hog enough professionals coming on air talking about their blocks if you cell, i make a lot of money. as i see it, jay powell won't try to destroy the economy this time he's emphasizing things are too high. he said he was going to use common sense novel, right
6:04 pm
common sense i would not take him. this took a lot of hedge funds in the media then there is this supposed buy. all right, this one really bothers me we compare the dips. every time the market tumbles, we come into pick up some stocks these are widely missed as a alias. it's a pretty good strategy but you only hear it talked about. it does make me angry. it's possible that dip buyers come in too soon and even good strategy employees it's absurd that we treat dip buyers as a idiocy they're always described as dope
6:05 pm
who don't know any better. how unfair how about this idea? index funds verses individual pockets. you got a whole cottage out there for index funds. i go back and say what the hell happen how did that become the situation? you never go to index funds. the whole proposition seems of the investing club which we are gearing up with some videos next week is you can learn to be your own professional money manager side by side ownerships of index funds and individual stocks. the insistance of individual
6:06 pm
stocks is dangerous. finally, we have a lot transmissions, share forces should be avoided. we don't like fads here. that's smog iomething that i ca i don't know if you can do it. i bet you can. like cyber security and infrastructure and watching vehicle batteries or buzz itself, they make you feel like you are smart for investing in the entire hot sector. they tell you that you're avoiding single stocks risks not helpful and gibberish. we had a decent opportunity to make money and now some of it past, it was last monday it was for the moment a real
6:07 pm
good dip if you go back to the tape, you won't hear so many people coming out buy back dips. they don't want youto do it. not because they're trying to help you save money. but because they don't want to get caught on youtube saying anything positive in case the market keeps going lower and it will be used against them for the rest of their lives. nobody cares what the bears are wrong and you never see their case on youtube. as a result and average, most com com commentors are bearish because they'll never look bad on youtube. if you already have you're on, we invested in the travel club when your favorite stocks hit those prices, you buy them that's how you avoid of getting scared out of your wits by people who want to make you feel
6:08 pm
like a moran for being rational. let's go to jeff in alabama. jeff >> jim, thank you for taking my call >> quite welcome >> many thanks for in valuable information you have given out on your family newsletter. >> oh, thank you it's good. we'll have videos and we have our day where we do all of our action we let you take ahead of us. what's going on? >> well, a few months ago under the advise of my broker, i bought share of zoom and immediately the crisis and the stock share plummets after a period of time and enough tanking, i sold my share two weeks ago. the question here is a, what went wrong and zoom seems to be a pretty good company and where ever you go, people are zooming
6:09 pm
and the question is what happened there and secondly now it's down a haunch of bitcoin, is it a good delay >> they have to diversify. they have to optic that. make serious investment, i think that zoom because they didn't get that deal done that's why stock is going down. people feel that we are not aggressive enough. let's go to jack in ohio >> hey, thank you for taking my call, jim. >> quite welcome >> i got in a few months ago before the run up with a good dividend yield, it had too much good news to take any off the table. is it okay to add more or enjoy the ride this year
6:10 pm
abbv >> all right, we twaul took some off. we had such a gigantic gain. if i am doing that, i can't account it if it comes back to the 100th area which it continues to do, we'll pick some up the stock that we shouold right now, right now no, i can't tell you to buy if we keep on selling. we need to go to denney in florida. >> hello dr. cramer. >> hi. >> thank you for the opportunity for the guidance >> excellent >> this is important, charles river laboratory represents 10% of my total portfolio, i am a retired veterinarian on fixed income do i continue to hold crl, sell a portion or sell all and move onto two or three of the trust funds holding for
6:11 pm
diversification. thank you, jim >> i think charles river labs is great. it's one of the situations where it's high growth and stocks and it sells at a high price it's profitable. buy on weakness and not selling. thank you for the great calls. i want you to have a list of stocks you like and prices that you think is good to buy buy buy them on "mad money" tonight on the volatile market, one of the most important thing is to hold a dive diversifier. how about the best stock of last year that's dividend energy it's starting on the faang
6:12 pm
i am talking with the ceo. stay with cramer don't miss as second of "mad money," follow @jim cramer on t-shirt twitter, have a question, tweet him at madmoney.cnbc.com, send him an e-mail or give us a call at 1800-743-cnbc miss something head to madmoney.cnbc.com, chworm . t your staffing plan needs a size. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire well, would you look at that?
6:13 pm
jerry, you gotta see this. seen it. trust me, after 15 walks... gets a little old. i really should be retired by now. wish i'd invested when i had the chance... to the moon! ugh. unbelievable. make fitness routine with pure protein. high protein. low sugar. tastes great! high protein. low sugar. so good. high protein. low sugar. mmm, birthday cake. try pure protein shakes. with vitamins and minerals for immune support.
6:14 pm
how not to be a hero: because that's the last thing they need you to be. you don't have to save the day. you just have to navigate the world so that a foster child isn't doing it solo. you just have to stand up for a kid who isn't fluent in bureaucracy, or maybe not in their own emotions. so show up, however you can, for the foster kids who need it most— at helpfosterchildren.com
6:16 pm
important to stay diversified. why don't we start with a tweet from @toddcfil@toddcfields my top five holdings are apple, --s okay, here we go. paypal, people hate the stock. it's in my portfolio and my portfolio by the way, this is the most challenged position but it's all about trying to be the thin tech company which we can
6:17 pm
get the coin base and you got healthcare there, let's get diversified industry i like honeywell we got rid of coinbase and we got rid of industrial. we got healthcare company and the rest is going to be fine and you got a good situation dan in ohio, dan >> hi, jim, this is dan from ohio long time viewer my five largest holdings are the southern company, so, verizon, vz, conoco phillips, cop, phillip morris, pm and union pacific, ump, am i diversified
6:18 pm
thanks, jim. good luck. >> .5. southern good yield. phillip moore? i like it more than yield. union pacific is going to buy back man than field it's fine. you got oil and transport and you got tobacco and you got utility, you got exactly what i want let's go to lewis in north carolina >> hi, jim this is lewis in north carolina. glad to be here again, trying to get my portfolio diversified my five stocks are: apple, thermal fisher, ford -- i know you like that one.
6:19 pm
mcdonald's, one of my long time favorites and a new one to give a lit zest to it is rocket lab >> oh, wow >> havevery interesting portfolo rocket lab which is a space system that should be much higher but it loses a lot of money. we'll poll lower, unlike the other spaces who want, it's not a hike job mcdonald's, we think is fantastic. quick serve restaurant we like ford and apple these are two owned trades thermo fisher is fantastic it really is it's a great analytical company. scientific based diagnostic. restaurant and auto and tech perfect.
6:20 pm
let's go to tina in michigan >> hi, jim, i am tina from michigan i am a long time viewer, my five stocks are: microsoft, ford, apple, boying and mvp. am i diversify >> i think microsoft is as i say this week is unsellable. keep it. we are going to allow them, why? apple is a hardware company. bp is not my favorite oil but capability and chevron for the travel trust, boeing is making a come back here there is great loyalty from the
6:21 pm
6:22 pm
♪ i see trees of green ♪ ♪ red roses too ♪ ♪ i see them bloom ♪ ♪ for me and you ♪ ♪ and i think to myself ♪ ♪ what a wonderful world ♪ a rich life is about more than just money. that's why at vanguard, you're more than just an investor, you're an owner so you can build a future for those you love. vanguard. become an owner. amazing. jerry, you gotta to see this. seen it. trust me, after 15 walks... gets a little old.
6:24 pm
6:25 pm
viacom exploded in the 2020 and early 2021 this thing had been dead money the thing is while viacom is a broken stock, i think the business got a lot to go for the stock is roughly nine times earnings with a 2.75 dividend yields, it starts to look enticing it's a good value play in a world that suddenly cares about value. let me give you some background and you will get into the details. i don't want to go too deep into the drama of the merger and remerger just watch "succession," it will give it to you insane amount of leverage.
6:26 pm
i got to tell you that frightens everybody and frightens people to not touch the stock viacom vbcbs is starting to go. it's the beginning of a move first off as we get further away of the di -- a lot of people puts viacom cbs for the do not touch list for the remainder of 2021 but it's not 2021 anymore second, the stock got hit late last year. it's not the end of the year
6:27 pm
anymore. third and most important, ever since the feds talking about getting more aggressive and fighting inflation, wall street's inferences have changed. and viacom cbs is cheap under any standard that you use. obvious we don't buy cheap stocks simply for the sake of their cheapness. that's how you get caught in a value trap this is getting better hardly anyone noticed because the stock was tainted by that cargo disaster these guys have beaten wall street's expectations for most sales earnings they are being consistently better than expected while we won't get the fourth quarter results until late next month, i am optimistic
6:28 pm
with fourth quarter, viacom had a full quarter of football cbs is looking right into saturdays which is kind of like the nfl and on sunday, the a as astros you know just today we learned that nfl viewerships was up 10% verses last year the best since 2015. perhaps so many launching online gaming we have not hit texas or florida or california, yet the viacom side of business owns cable business some that are newly popular like paramount network and spike tv and paramount network got a hot property did you know the season four premier of "yellow stone" had
6:29 pm
14. 14.7 viewers then there is the streaming business but it shows serious side of attractions. i don't regret it even if i had a painful but hilarious memory of my wife confusing jeremy renner with the star of "avatar" and perceiving to show him a p picture of our dog wearing glasses. when the ceo spoke in an interview in a solid interview, viacom cbs took a long time to get its streaming act together they finally got good content and a smart strategy how bad did it used to be in let's go back to "yellow stone." if you want to watch kevin
6:30 pm
costner, you got to go to peacock. why can't you watch viacom cbs' biggest show on their platform they want to be armed for other plat platforms. now, they're taking things seriously. and quality programming in every since the word, a hit back when it was on cbs and you get your nfl games on paramount plus 2. they even have "south park." that's one arm of the streaming strategy on top of that, they have
6:31 pm
showtime and also have popular streaming service. it's hard to know how to value this stuff in part because the company reports for streaming. the return formu movie business should be a big help at the same time viacom cbs has been selling real estate in order to raise tax deutsche bank upgraded for a buy a kocouple days ago. viacom cbs has been cheap for a reason there are signs that they got their act together and they're paying you to wait for their turn 2.5% is easily paid for yield. that's why i think it's a buy.
6:32 pm
vj in south carolina >> hi, jim, long time. a first time caller. >> excellent >> i appreciate all your insights over the year what are your part on roku, booyah >> let's talk about this this is one that a lot of people have given up on, roku the reason they're given up on it considering peloton and roku, all being at home and not making much money it does not fly, i am sorry. it's always sunny in illinois. >> happy new year jimmy choo >> happy new year to you, too >> booyah to you oh, whatever >> i would like to give a shout-out to all your users and
6:33 pm
tell them that my favorite book is "get rich carefully." >> thank you very much, i tell you you will like the members of this implying into the investor club. let's go to work >> i just signed up. >> very good, everybody should sign up. in another two weeks you will have to be there what's going on? i am thinking about investing in some media stock i know some of the bigger players are looking to get more con contact. can you tell me of your opinion of discovery inc.? >> they run by a great guy they got them really little money and they'll turn it around and they like that situation i am trying to figure out their own plus which is apparently really good. viacom cbs is a broken stock but more importantly i do not think it's a broken company. there are signs that they got their act together
6:34 pm
i like paramount plus, i like the stock. much more "mad money d" includi my ex cclusive with my best performing stock and strong dividend for 2022. i am thinking of the action and rapid fire call and the lightning round. stay with us, stay with cramer if you wake up thinking about the market and want to make the right moves fast... get decision tech from fidelity.
6:35 pm
6:38 pm
devon energy these days the oils no longer spend like drunken sellers now the rest of the industry taken pivot copying them really like copy cat you may think devon may be due such a breather on the run but oil is already on the rise up 10% beginning of the january. it does not hurt that the stock got nearly 7% yield base reality maybe be higher than that do not take it from me though. let's check in with the president of the ceo of devon to get a bedtter read on his business >> welcome back to "mad money. >> thank you very much, it's great to be with you again
6:39 pm
they look like the proctor and gamble company big repurchases and authorization through year-end of buy backs and i am mprovemen investment and best balance sheet. how did you come up with this and yet it did not harm the growth at all? >> you know jim, it has been about 15 months, last september when we announced and a well-thought out merger with a well-thought out plan. it was not a 50/50 deal. it was 57-43 it's a merger vehicle of the first one we seen in the s&p sector for some time bottom line is and one of the things we laid out in september was we plan to generate a lot of free cash flow
6:40 pm
our priorities, the first thing we would do if we would fund our based dividends which is 28 years. the second thing is to implement a variable dividend where we would take up to 50% of the remaining free cash flow and returning it to shareholder and anything above that, we need to entre keep it on the balance sheet or fund the fact the matter is the company was performing so well, we implemented and accelerated variable dividend. now we are in january of 2021. it has been well received. we did continuously broke in good dividends throughout the year in the market, it's responding
6:41 pm
appropriately. >> there are a lot of runners and gutters in the oil performance. i imagine you are attracted to investors that you can never have in the old days >> well, there is a lot of truth in it, jim running a gun, i would say number one is we were being compensated at that time for growth i think the sector did perform much better from a productivity standpoint than what any idiot could have thought you saw a dramatic broken point. dips starting to take place in our sector before the pandemic and certainly the pandemic accelerated that you are seeing more and more companies reinvesting a lot of their free cash flow
6:42 pm
for us it's about 35%. they really set up for stability and volatility out of the picture and then you know these dividend yields are very impressive when you are investment grade, you can pay those sorts of yields and we have a balance sheet that's driven our debt, ibita going lower. >> well, your break even is very low and with oil going higher here, 81 bucks you are making a ton of money. >> well, our break as you point it out, we do have assets when you put the two companies together as a result of a merger, 80% of our capital is going through the premium base and the asset we have is second to none. it's going very, very well we do have a break even price
6:43 pm
now in that low 30s, a range $30 per barrel when you start looking at dear point, it's improving fairly dramatically as we come back from the pandemic then we certainly, it helps. now, i would say jim that last year we were about 50% so we perfected 50% of the volume with the low $40 a barrel this year we are at a 20% edge today. that tells you we have 75% of your barrel being exposed to current market conditions which is as real plus. on top of that we'll have a four-year impact of synergy.
6:44 pm
you put those two together that's why we are forecasting over 40% >> i know there will be people who say look i don't care what they are doing, they're still carbon it does seem like you are addressing this problem head on and the things you can do when it comes to flaring or being clean as possible. i think devon is second to none. >> we are proud of our results we'll continue to be very diligent we have driven down volume dramatically and emissions are way off. we'll continue to look for opportunities to drive in the lower end. some things we are doing, jim, not only are we deploying new technologies to help us but we actually, hats off to devon in the prior years invested capitol
6:45 pm
and developing new technology. that fruit is coming in bear we are really pleased where we are at that's going to continue you are right, it's a big issue for us we'll do things, we'll do the right thing. >> well, will you tell us about this quarter, hard for me to believe it won't be a good one rick, you are the leader of the new oil and gas people in this great country. thank you so much for coming on "mad money." >> thank you very much for your time, take care and stay healthy. >> devon, what can i say it's the best. "mad money" is back after this
6:48 pm
6:49 pm
all you have to do is schedule delivery. go to capsule.com to get started in 15 seconds today. are you ready? tom, in new york >> hello cramer and booyah >> booyah, tom, happy new year to you i am glad you are feeling better >> thank you very much >> you are welcome, bud. with the infrastructure bill and ev sales is on the rise, this company has revenue guidance two times in the last year what is your take on charge
6:50 pm
point? >> charge point is part of a challenge group. i am soul searching and a lot of research on this group and there are too many players there have not been any consolidation, avoid it. >> robert in california. >> booyah, jimmy, how are you doing? >> what's up >> hey, i saw the segment where you had protein on and i picked out the stock and it's down now, man. do i buy >> i like it i think they have a positive alzheimer's formation and they have other things. i do believe so we are clear about it and told people that lily is the winner it was not looking for big money and it had more prestige within the brain and the community. frank in new york. >> booyah, jim, what's going on? >> hanging in.
6:51 pm
whatever >> first time caller and long time listener, i want to give a shout-out to my pop. question, where is the taker, designer website >> i don't know. adobe. i am not in this direct listing. no support on wall street. >> gee in missouri >> hi, thank you for taking my call i am calling about bile. >> should i be worried? >> yeah, i don't trust it. i think real is as better company. >> let's go to sameer in florida. >> hey, mr. cramer thank you for taking my call
6:52 pm
my mission is to save deals. infinity thank you for everything you do. >> you are welcome >> my question is about alibaba long-term. >> short term is sea bouncing. >> president xi is doing this smart thing, he's walking away and letting all the stocks go up he'll hammer you again when they move up. scale out. that's what i recommend. he's going to let it go up and it's going to hurt you as you get it >> market isle >> booyah, charter member from the cnbc members >> what's going on i hope you and nvidia are doing well today >> oh yeah >> i am sorry.
6:53 pm
>> go ahead. >> chkeeping your advise, i cale you a year ago of the stock and the next day hell brooke broke loose. >> now, it's from 3 companies. >> one is top ten luxury car and the other one is volkswagon. that's who you are opinion >> it had tractors and i got to tell you it makes me very worried because i want to see volkswagon takes a new stage. >> the lightning round is >> the lightning round is sponsored by the
6:54 pm
i'm searching for info on options trading, and look, it feels like 2-d amirtradeng time. that's why td ameritrade designed a first-of-its-kind, personalized education center. oh. their award-winning content is tailored to fit your investing goals and interests. and it learns with you, so as you become smarter, so do its recommendations. so it's like my streaming service. well except now you're binge learning. see how you can become a smarter investor with a personalized education from td ameritrade. visit tdameritrade.com/learn ♪
6:56 pm
6:57 pm
commodity. you don't hear much prices increase they don't have much stocks in a container ships waiting in line long beach second, they don't have factories where things can go wrong. third, most tech companies don't have exposures to the semiconductors data center of all the chips they need because they are high performance and intel nvidia -- tech companies are not static other day, research talking about amazon may be doing something unusual. why? they figured amazon may have something big in the hopper,
6:58 pm
they call it other bets. especially i like many industrials, they cannot pivot it like that they're too busy finding people in operations. now investors are going to take their cue from their turn to make a cap sale. that's a missake all tech, tech that's mature enough to be profitable. it's way too dangerous to own stocks that's just on sale ls. those stocks all reverse today by 10:30 all the stocks i mentioned, they may go higher for the moement i recommend using those moments to sell. the price of sales stocks already lost one last one, right now we got raging inflation, if you want to
6:59 pm
keep costs down, tech is the most important way to do it. i can tell you about the bad quarter from bed bath and beyond so much went wrong they need to fix everything. they can't do it themselves. it's a huge buy if they get to tech right every rate hike cycles i have seen, there is been layoffs and closing. so maybe before you throw all your taxes, are they profitable? if they are you know like numbers like today, cpi, up from 7% from last year. real earnings are the best way to protect your portfolio. like i said yesterday's stocks do not belong in bushes. they're not like commodities they'll be putting a bushel, all
7:00 pm
144 Views
IN COLLECTIONS
CNBC Television Archive Television Archive News Search ServiceUploaded by TV Archive on