another undervalued name in the apparel space. i think this one is going to get its time in the sun as well. >> guy >> i think the qualcomm quarter and guide was fantastic. it's lower and i'm not sure it'r qualcomm on valuation. "mad money" 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 cramerica i'm just trying to make you some money. my job is not just to entertain you, but to educate and teach you so call me at 800-743 h-cnb or tweet me @jimcramer

remember when you were in school there were these smart kids who knew everything about science. you know what i'm talking about. the kids who if you saw them in your class you were immediately worried about your transcript and they would throw you off the curve? guess what they all work at alphabet, the artist formerly known as google advancing 224 points and the s&p gaining 4.5% and it's not just google we know that there are a ton of brainiacs at apple and microsoft and tesla, and amazon which reports tomorrow if they have a bad number you'll think they're idiots, but they're not and maybe they're not as smart as we thought as facebook, but we'll try to make sense of that, but if all these big tip companies and it's google that truly astonishes with its brilliance and its relatively inexpensive

stock even after the 200-.7% run today. they blow me away. i haven't met the ceo sindh ar, just to keep up a conversation with this man. in a world of far too glib and promotional conference calls, and i go through them all, these guys really are from a different order. i just want you to listen to how he started his conference call i'll quote, and our new ai models are creating information experiences that are multiconversational and personal a model or mum for short has improved searches for vaccine information and will search with images and words simultaneously, end quote and we wonder why they're unassailable what will the government do? make them dumber come on. their closest competitor feels like a search engine, no

it feels like a punchline. sundar, quote, in october we introduced a new ai architecture called pathways. they're trained to do one thing, with pathways, a single model can do millions of things from mum to pathway to bert and these deep ai investments are leading us to end quality. it rolls off the tongue so well. bert okay i'll take it mum, that's my mom, mum. how powerful is the supply he talks about deep minds, protein-folding system, you know, alpha fold which is the program for fig urg out the structure of proteins and it takes scientists more than 50 years to decode 150,000 proteins with its platform, alphabet plans to cover 100 million of them just this year alone. how great!

what's the steve -- terrific >> all i know is get me the hell out of that class. i could go on and on, and there are things i don't understand, but i know what they're doing. they're fighting inflation allowing companies to spend pennies to get all kinds of customers. they're making it so the world is smarter and better. i've never met anyone in business small or large who debated for a second that the valueproposition of being in google because it's right where you want to be and it isn't by apple's privacy screens. they don't talk down to you, they give you the straight stuff and i'm sure there are plenty of people that are into mum and let alone bert, and i'm into the numbers and youtube makes other things for networks, i want to be -- when i grow up i want to be google. yet the stock is so cheap i felt compelled to buy 50 billion worth of shares. oh, yeah, we bought 50 billion

oh, yeah, we fought 50 billion okay you know what? while i applaud these guys and i get upset when a government agency breaks them because they make my life easier, i don't know about you i want to say thank you to alphabet for something else they did last night and this is at the heart of what i want to talk and whether it be with meta and paypal i'll talk about that later these guys did something they really like. they announced a 20 for 1 split. sure, a few other prominent companies haven't split their stocks and apple and tesla, but this is different. google was the first the entire mega tech complex that hopefully embraced the idea of not splitting the stock. the stock's high-dollar amount was some sort of symbol of greatness and i remember in the old days as it went up i used to write the dollar amounts for each centennial mark on my knuckles and urged people to buy 300, 400, 600, the robert

mentioned an older movie i really liked unfortunately, as google reached higher and higher levels it started losing viewers regular investors want to own more than one share when they buy something so many people were priced out of the way especially when it hit 3,000 as it did today maybe it seemed to revel in the notion that was una tapettainab. the brokers figured out that they had to do something and the folks at robinhood started offering shares and some of the others do, too you say you pick up the phone, you can buy $8 hun worth of alphabet $200 worth of amazon the people at robinhood who have a good relationship say that is working and i think this stock split is a good idea because splits make it easier to buy multiple shares at once. before they criticize this versus everything else that i've been doing lately, let me acknowledge that it is all

alchemy, okay? you can google alchemy if you have a pencil and break it in half do you have more pencil no you don't get more pencil, but you do have two pencils, right slight of hand what matters is threefold, though first, a split is a sign to regular investors, regular investors that the company's doing well, better than we thought. that is always a you hear that and people always call like that, and i can tell you, hey, listen,you're dumb, you're wrong and i'm not bigger than the concept. success, individuals who don't want the clumsiness of shares and they're clumsy will start buying when they pick up ten shares of a juggernaut like google and finally, given what this company's brainiacs know about you and consumer preferences, this is a decision

that will have very wide implications alphabet knows you better than you know yourself. so if they think a 20 for 1 stock split is a good idea, they're going to be right. other ceos want to bend over backward to satisfy institutional investors hence this is institutional bias with high dollar amount stocks. remember, when money managers buy and sell stocks they pay commission by the chair so it will be cheaper to buy ten shares of google and 200 shares at 148 so the institutions have browbeaten all of the ceos and cfos into going their way and letting stocks get to prices that you and i can't afford and that drives me crazy that's good news to someone always trying to get in the stock market, and rather than call options or idiotic etfs i see them endlessly just to capture the flavor of the day.

i think that they are just -- they just annihilate your capital, at the same time, big tech companies that refuse to break the stocks are with ordinary investors ordinary investors make for a great shareholder base these people, including you who watch the show and this is who i'm talking about, of course, you don't dump the stock on the cost that the acquisitions has jumped or the self-driving car technology is delayed or google cloud didn't make an additional $50 million. you're in for the long haul. that's who they should want. maybe the companies are starting to get it through their thick heads that they should want you as shareholders. in the old days, the stock split was a badge of hopnor and it wanted to get sponsor ships from individual investors they go big on the announcement and they stay up i know it makes no sense mathematically once again, you do not get a larger pencil, okay?

but the stock market runs on emotion and not on math. the stock split like this tells investors that alphabet is rewarding people for sticking with it. you don't see the $10, 20 or $30, and the bottom line if a company like alphabet can split, all right? anyone can, and i think everyone will & the company who knows better than we know says split then we'll invite cohorts and investors for the market, people with enough disposable cash to buy ten shares of $150 stock and not enough money to buy one share of a $2,900 stock and let's go to questions and go to texas, paul. >> boo-yah, jim. >> boo-yah >> about tw o or three weeks ago you did segments for companies withec broen stocks for whatever reason they're broken down

about that same time humana put out a report that they were only going to get about half of the new members for their advantage medicare plan. >> right >> and they took a hit from about 450 down to $350, and they reported today they're up about $50 of the $100 drop so, one, is humana a good company with a broken stock, and number two, if i were to start a small position in it, would i do it now or would i wait for the first quarter report for 2022 to see how this new number plays out? thank you, jim >> very, very thoughtful question by paul in texas. i thought the humana quarter was good, but just to be clear, i thought united health and centeen quarters were great. unh isgreat at what it does in terms of technology, and suitor in that company, i prefer those, but humana's quarter was not as

bad as people thought. all right. if a star student like google who knows what mum is and is certainly excellent at bert and can do deep field because they want to do with the protein, if they're doing a stock split could -- on "man money," to see if the old adage can bring to wall street. can coterra energy be viewed as devin and pioneer, two winners i'll show you the latest oil and gas play and it's more than a $22 stock. and thermo fisher reported strong fourth-quarter results citing covid-related revenue, but what could that mean if covid rolls over why don't we talk to the ceo mark kasper to find out? stay with cramer ♪ ♪ don't miss a second of "mad money. follow @jimcramer on twitter

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♪ ♪ what do you do with an economically sensitive stock when we don't have much visibility to where the economy is really headed and that is the conundrum plaguing waste management, the largest player in the north american waste, and it's a very well-run company and it translates into more garbage. this morning waste management reported a perfectly in line quarter and didn't give that much ammunition to the bulls or the bears. these numbers were exactly what wall street was expecting.

we need to go straight to the source we have to go to jim fist, the president and ceo of waste management for more on the quarter and where the company is headed welcome back to "mad money". >> jim, good to see you. >> i have to tell you, jim, you are a candid man and you say people don't want to throw trash in the trucks and at the same time you made it very clear, you have to find technology to take the place of people. how do you get the people to do those tough jobs and also get the technology >> jim, it was interesting i was talking to my 18-year-old and she said, dad, you may not want to hear this, but people aren't driving trucks at my high school and operating heavy equipment and that kind of hit me a little bit. we've been investing in technology now for a couple of years and looking at the uses for it in terms of these high turnover positions how do we automate some of those roles and take advantage of the attrition that we have and really, that's the object i have here to reduce the labor

dependency by taking advantage of these high turnover positions. >> but at the same time, i think just to pay people what they deserve to get them to work, there is real inflation going on in the system right now. >> absolutely somewhere in the 9% labor inflation for the quarter and that was on top of an even number for third quarter and i don't think looked and there's definitely coming up there quickly and we're doing a good to wrob and bringing labor that i mention >> so who is making technology that can help you? >> the buckets that we expect to use technology are places like our single stream plants and that equipment is made overseas. we'll see whether there are shortages there. we don't expect there could be,

but the delivery times are a bit longer, so as you've been to some of our single stream plants they're just tailor made for automation when you think of the sorters there and replacing some ever our old equipment with higher tech optical sorters and that enables us to reduce labor by as much as 40% or 50% one of the other is taking old-style rear holders that have been around for 50 years and replacing them with the asls with the automated side loaders and you take the weight off of the back some of it is just transactional type jobs that we replace with our customer service digitalization efforts >> i don't know, jim, if people understand how much you do in recycling, but also in recycled natural gas. and for the compressed natural gas, you are number one, number

one, number one. these are great for the environment and i don't hear you talk about it enough as someone doing morerecycling than anybody else and is really helping us when it comes to natural gas. >> i think, jim, one of the biggest stories which is 70% of the trucks are now with natural gas, and i was out at our skyline facility and new, natural gas and rng plans and it has also a landfill and a hauling company, and i was there a couple of weeks ago and so a tr in the landfill and we turn into pipeline natural gas that we turn around and put it back in the truck. it's truly a 360-degree sustainability story and i think you're right we don't get enough credit for that, but we're working on it. >> i know. i went to your camden facility where you were filling trucks and a lot of people feel like dirty trucks, horrible and how

about the fact that recycled, natural gas is terrific. you have insurance that is very low and there is, along with inflation some very good business going on around the country. you have some really big contracts and they're doing a lot of good things >> well f you look at '22, and i talked about it this morning and our guidance that we just gave for 2022 is darn robust. we're talking about 7%, ebitda and 6% rfr new and at the top end of the range at an investor and that's still in the face of a pandemic out there and yet we're at the top end of the range and it's all organic we really haven't bought anything of size in the last 12 months. >> i also think you don't get people and people don't realize that you're an aristocrat, people don't know that they can re-invest waste management and that's a big number to increase.

how did you come to that >> it wasn't without looking at the figures. we look at a lot of free cash flow and our dividend is based on a percentage of that and we try to be in that 40 to 45% baseline for cash. the business is generating a lot of cash, so hence the 30 cents per share increase 13% in percentage terms and at the same time we've authorized $is 1.5 share repurchase to the tune of an incremental 550 million so the business has thrown in a lot to cash. i've been a fan for stock well rary winner and i haven't seen you in a long time and way too

long and thank you for a really, really good showing and when a lot of people thought that maybe people had gone awry no they're good numbers thank you so much. good to see you. >> "mad money" is back after the break. coming up, cramer's got the lowdown on an energy company with a new look. can investors expect the same old profits? >> stay tuned to find out.

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♪ ♪ the better part of the last two years, energy has been by far, far and away the best performing sector in the market ever since crude oil briefly went negative in april 2020, remember that? it's become a real juggernaut.

with our handful of players in the industry we consider the go-to names. chevron is my favorite integrated oil they reported on just last week and the stock flew up anyway for the charitable trust and talked about it a lot in the morning meeting and it's the best of breed exploration and production and devin energy both of which are known as bountiful dividends. that's a great been and you should be following our meeting on friday and we'll talk about how good that is i've even warmed up to conoco phillips and it's snapping up shell's assets and yes, diamondback energy the real faang as with pioneer devin and more on the symbol of buybacks and dividends. over the past few months i've been hearing more and more about a new name for an old company. i'm talking about coterra

energy this was formed last fall when the old cabot oil & gas which was a northern pennsylvania company merged with simmeraxe energy we just got a call from this one from jay in wisconsin a cup emof days ago so i thought we should open the books for a company and that question lit a fire underneath us and you know we're interactive and had to be when i looked at it, omh, man, and this only is intriguing it was an all-stock merger and makes it similar to pioneer and devin. pioneer acquired parsley energy that closed days after devin completed its acquisition of wpx energy and rick moncrief is highly regarded. these transactions worked out incredibly well. when you look at what happened in tech you think about what was happening in the past, and devin

and pioneer. in the old days it was full of cowboys and they cared more about production than profitability. every time the price of crude rallied they'd drill like crazy and fund the marker in additional supply and pushing prices all back down many of these companies have adopted a new, more discipline thank heavens that russia and brazil is happening. rather than drill, baby drill, the only thing they wanted to do was maximize penetration and that's why devin and pioneer have been incredible performers and coterra, ctra, is merely taking a cue from them ctra, but before i get into this i want to explain why this stock took a hit even though it was an all-time high. let me give you background so you can understand where i'm coming from. first off, you need to know that when the old cabot oil & gas decided to move with simmerex, they were cramer fife devon

energy and in the wake of the px deal and announced a dividend policy this was a true merger of equals with tom jordan and he's a terrific ceo of simmerex, and the ceo of cabot taking the executive chairman spot. where coterra differs from pioneer and devon is in its holdings unlike the other two, coterra has extensive exposure to natural gas, in other words, not as much in the oil company and they also have a lot of acreage in oklahoma's anadarko basin and not to mention the marcellus shale in the northeast they went on and on about the ability to generate cash and it was a variable dividend funded by 50% of the free cash flow it was created by an all-stock deal and it's got a clear balance sheet. the market didn't like this one.

their stocks got hit on the news and it was curious and then slid steadily over the following months and wall street couldn't get their head around why cabot focusing on the marcellus shale would merge with simmerex, and they're just different cultures and advancing the oil and gas prices soared over the summer and then the deal closed over the summer with a special dividend a few days later. over the next few weeks the stock caught a wave of upgrades, coterra was at 14 and change in the august lows to $23 today that's a roughly 60% gain and devon has doubled over the same period i think coterra has room to play catch-up here as the stock was only a few bucks from where it was trading and oil and gas prices have surged and this was under the radar screen coterra has delivered some solid

reports and the production beat expect eggs and they got caught with their pands down and that's what i was worried about and it looked like they weren't doing that well and coterra gave bullish guidance, and they were accelerating the dividend rollout which wasn't supposed to begin until the first quart every this year. they decided to give you 60% guess what they gave you a 30-cent payoff for the third quarter. if you analyze that number it's a 5.25% yield. how does this stack up versus pioneer and devon? the most important distinction is commodities pine or is 60% oil and coterra is 75% natural gas and it is up very big today with the rest split between liquids and gms and oil. now at the moment, given the state of both commodities and the existing pipeline

infrastructure with the exposure if you start hearing about companies getting energy out of the supply glut or lack of pipeline capacity then coterra would be over devin and pioneer. we keep building more nat gas export terminals and you need massiven fra strucksures and most importantly, europe is hostage to russian natural gas and the woenl way they can play free liquefied from the united states and it was going to south korea or to tasha. cabot's now koettera, give them the stated payout ratio and it could have a 7% yield which could put it between pioneer 7.75 this is what the game is about where coterra stands out is valuation. devon and pioneer have

enterprise multiples of 5.6 and 6.1 respectively coterra is substantially cheaper and is at 4.2 and it doesn't hurt that they have the best balance sheet of the three this one is so good i want -- i don't know, i have to bullpen it into the charitable trust because this is the kind that makes it easier to sleep at night. the bottom line, when picking among oil and gas exploration product companies i prefer oil to natural gas and i would still go to pioneer or devon which my charitable trust owns and we talk about on friday, but if you like natural gas more that hurts oil more than gas and you think this problem with germany and it is intractable, coterra is the one you need to buy. andrew in wisconsin. aun andrew >> how are you doing how are you doing, jim >> i'm doing well. >> boo-yah to you. >> thank you >> i would like to talk about

the enphase and it's a good stock and i believe the quarterly is go coming out and i bought it at 145, and it's going 118. i think this is a monster. what do you think? >> look, i have to tell you i like enphase for a long time and i think it's the best solar play and i know some of the firms that i follow are sayings that bounce is over already and you have to be careful, but i think -- and i know this sounds like a cop out and this is the only way to play solar to the home they know about, so i share your enthusiasm. let's go to andrew in connecticut. >> thank you for taking my call. i just want to say something -- >> boo-yah, jim! >> oh, man >> i learned from you that whenever you have a chart make

the "w" pattern you buy it, so with the fear of rising interest rates and now owning earnings in mega-cap tech it seems sentiment could be defensive for a while i know your preference has always been american electric power, but the technical teams better in my choice. going into earnings, how likely do you think the utility sector would be to deliver good results and specifically con edison? >> okay. my problem with con edison has much more to do with politics. i know con ed is great i don't trust the state of new york, frankly. that's whyi like american electric power because i like the different states that they're in, but look, i've felt con ed as a company is terrific and you will do just fine, and i think you've got the right attitude thank you albert in connecticut. right now i prefer oil to natural gas and oil hit being high and natural gas has two which basic basically still likes pioneer or devon which you own for the trust. you see it being exported to asia and europe, or you know

what coterra is the way to go that's the one you should be looking at my exclusive with thermo fisher and after reporting the top and bottom for the fourth quarter, you know it's been a big winner and not all disappointing results are equal. are you looking into the differences. in tonight's night ling round, so stay with cramer. staying up half the night searching for savings on your prescriptions? just ask your cvs pharmacist. we search for savings for you. from coupons to lower costs options. plus, earn up to $50 extra bucks rewards each year just for filling at cvs pharmacy. (inspiring music) - [narrator] at southern new hampshire university, you can finish your degree faster,

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since the beginning of the new year we've seen a horrific sell-off in all sorts of sector growth names and not just the high-flying stocks with though

earnings i think a lot of babies ended up being thrown out of the bathwater. things like thermo fisher equipment and we affectionately call the arms dealer to the life sciences industry. here's a stock that peaked at $671 at its lows last week at this point it was above $600 and it's still down from its highs. this morning we saw thermo fisher doing fine. the company reported a blowout quarter and an enormous top and bottom line, and yet the stock barely reacted at all because thermo fisher has a covid testing business and it doesn't have an appreciation for omicron-related gains. doan take it from me, though, let's check in with mask caspar, the ceo of thermo fischer. welcome back to "mad money." >> thank you for having me today. it's great to be back with you >> it's funny. i always think of you as the one that was straight the whole way

doing great things with this disease with covid to help people and find out what they do, and never lost sight of the fact that you have a tremendous growth business away from this it looks like the growth business particularly with contract research is growing incredibly strong and i want to spend time on that rather than talking about omicron and covid. the numbers looked very strong to me. >> jim, we had a spectacular year in 2021 and it's a credit to our colleagues for doing amazing work every day we are able to grow our company by over 20% and a major role in helping support a pandemic response and fueling our base business and doing the largest acquisition in our business and we're excited going into 2022. >> would you say the acquisition that you made is that levered to more biotech company and that is the need for the drug companies to come up with innovation

was that a company that was good i'm counting on thermo fisher to take it to another level >> when you think about ppd, one of the leading capabilities in contract research for the biotech and pharmaceutical industry and really to bringing a scientific idea, and we're excited to have that in the sx company and we're excited to do the great job supporting pharma and biotech for a great business. >> let's go over covid versus core there's no doubt in my mind that we're not done with covid even if everybody wants to say they are. what permanent infrastructure is needed in this country and the world to be able to deal with what we now know are pandemics and unfortunately, may be the way of the future? >> a lot of it is continuing

around to have surveillance, sequencing and the molecular diagnostics so that you can identify early any of the emerging pandemic issues and pathogens and continuing to have really strong investments in the vaccine and therapy development that should we face another challenge that the industry can respond once again very rapidly to bring out solutions to that challenge. so i think for tools and diagnostics and contract manufacturer it will be incredible times ahead because we enable that and we think the growth will be very strong in our industry and we are well positioned to serve customers and governments around the world. >> sowe have the vaccines and they've not been that good a business and when someone comes up with a formula for vaccine, they don't have the capability to be able to figure out if it works, correct >> so the role that we play in

the vaccines and therapies in a number of ways one, we're involved in the clinical trials and a look at the efficacy and the look of the actual trials to the packaging mark and the logistics of those trials and once it is something successful our technologies are actually used to make the vaccines and our factories can be used to actually produce it and we played a role in the response to the pandemic and many other aspects of healthcare in terms of our network to produce life-saving medicines and vaccines so we play a broad role and we're a key enabler of that for the industry >> i think people have to know you are, of course, an american company and the numbers that you're putting up in europe, 25%. asia pacific for over 20% and just under 20% in china. those are actually the -- they're the strongest numbers around the world how come they're spending like this >> so if you think about what's

going on in our industry from a global perspective, you have really strong investments in the life sciences research and you also have strengthening of the infrastructure to respond to the pandemic so you're seeing that across the world and the team has done a nice job of supporting our customers globally and enabling the pandemic response and the base business has been spectacular in terms of the normal activities across the world and it's been a strong '21 and we enter this year with incredible momentum. >> when you look about what this unfortunate illness has done for your business, do you feel like you just got a whole new war chest? because i know that some companies that are doing what you're doing are trying hard to put that money to work so people don't think that they're just nothing but omicron covid. what's your next move? >> yeah. so one of the things that we did with the pandemic response is we dramatically increased our investments outside of the

pandemic-related activities and we took our normal investments, and that's new capabilities and new capacity to improve our growth to 1.4 to fuel a pipeline of new products and associated with the pandemic response has allowed us to increase the growth outlook for the core business from 5% to 7% coming into out of the pandemic and it's been very tangible and we did the largest acquisition in the most active year during the pandemic and we'll take some of the cash flow re-investing it and further strengthen the company spending $24 billion last year on m and a >> finally, where do you think we are in this country in omicron and covid in general because you've been with us the whole way, you've been involved with the president and the government where do you think we are in

terms of our own security? >> yeah. so one of the things that i know are a priority is to continue to ramp up the therapies and that helps us get to a new phase which is if you contract the disease you know you can get a therapy and that increases the anxiety and disruption and that's the short term challenge that society faces and we're helping in the production of that, as well. >> terrific, mark. you've done a lot to be able to make it so this illness is being contained and delivered again. another quarter. what an incredible stock the president and ceo of thermo fisher scientific, tmo and we've behind this one for hundreds of points thanks so much for coming on "mad money". >> thanks for having me. >> just a great american company. just a great american company. "mad money" is back after the break.

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that helps you build a future for those you love. vanguard. become an owner. lightning round is sponsored by t.d. ameritrade ♪ ♪ it is time -- it's time for the lightning round -- [ indiscernible and then the lightning round is over, are you ready skee-daddy betsy! >> boo-yah, jim from north texas. >> good to have you on the show. >> so glad that you're available to help us home gamers >> i would like your opinion on boxed. b-o-x-e. >> we are being very harsh on companies that are a spac even ones we like so i'm withholding let's go to george

go ahead, george >> hello is this mr. kramer >> it is jim cramer how can i help >> oh, yeah! corporate executive on three weeks ago. very impressive. graphic packaging. >> i happen to like the packaging business packaging whh is really good and that, ladies and gentlemen, is the conclusion of the lightning round >> the lightning round is sponsored by td ameritrade coming up, not all bottoms are equally bottomless how deep does the rabbit hole go for paypal cramer investigates next

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♪ ♪ not all disappointments are equal. some are much worse than others. >> boo >> the last time we had a textbook example of bad and worse. paypal andstarbucks both disappointed and the stocks plummeted when we saw the headline numbers and stocks bounced back after tumbling three bucks in after-hours

trading. paypal on the other hand, immediately fell ten points and then 20 points and only it fall even further during today's trading finishing down $43, 25% and even more in the later hours. yes. facebook what is the difference between a viable dip like starbucks and paypal that we have to make decisions about? simple with starbucks the disappointment happened during the quarter. it was a thing of the past and with paypal it was what they had to say about the future. it's a chinese business that plummeted as people's republic plummeted. at the same time the u.s. business had unprecedented cost increases and starbucks told us that in the u.s. stores where omicron has blown through, their numbers are up niecely obviously, omicron is doing horrific damage and in many areas it's peaked and they're seeing sales down stronger than ever the company had two increases to offset the damage and those price hikes haven't at all put a dent in sales.

to me it means it could be an upside surprise and we have to get a handle on what happens in china. now how about the disaster that is paypal, one i'm way too familiar with because we own this for a charitable trust. can't win them all paypal had a good 2021, lots of good customers and a digital wallet that could be the consolidator 20% growth isn't bad and it was in the cards for the foreseeable future and unforeseen issues for a decline in the rate of online sales at least for them although facebook meta seems to have suffered and they cut into paypal sales and led to a dramatic reset rather than seeing 50 million new accounts coming it might be something as low as $15 to 20 million not good paypal, $750 million users and they laid out investor day a year ago scrap, so paypal's a growth story, and even if some of it is because of lost business and the

next quarter could be disappointing and something that could cause further disillusionment and it's not over for paypal and they could go by robinhood, andmore monetization, and maybe paypal will buy back massive quantities of their own stock if they think it's gotten too cheap which they definitely do. maybe dan schulman buys a lot of stock and takes the same page as netflix's reed hastings to prove that the fat lady is not singing. when high-from file stocks are roaring we can't forget the lash of a mistake and it was certainly a mistake that i made when i decided not to dump paypal for the trust the moment i heard they were taking an interest i own that do not sell it to an emotional vortex i will talk about this friday at the 12:30 club meeting and i am more inclined to buy the stock and not sell it because it has a gait balance sheet at this point paypal has no friend, no supporters and no

hope and that's more of a reason to purchase than to panic. yeah, as i told club members i would rather be a buyer in capitulation and not a seller as painful as it is for me. there is always a bull now we're sending americans to push back against russian aggression i'm shepard smith. this is the news on cnbc and we'll get to that and the rest of the news beginning now so good evening, thousands of american troops are heading to russia's back yard, as vladimir putin masses soldiers, tanks and artillery on ukraine's boarder with no sign of backing down, president biden deploying about 3,000 u.s. troops to poland an