tv Mad Money CNBC March 25, 2022 6:00pm-7:00pm EDT
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selling a call vertical spread. >> is mike khouw. >> three ways to use call spreads i like what tony is doing with pepsi and buying verticals in j&j dgolsiana. >> does it for . my mission is simple to make you money. i'm here to level the playing field for all investors. there is always a bull market somewhere and i promise to help you find it. mat mon mad money starts now! hey, i'm cramer. welcome to mat money welcome to cramerica my job is not just to entertain but to teach call me at 1-800-743-cnbc. traders ran the register on big tech all morning
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next banks, oils, drugs, industrials. i have no reason to worry about profit-tabling as long as the money stays put. that's how the dow gained 150 points the nasdaq dipped .16% that's a nice comeback it's an encouraging day and week for the averages it was an odd mix of winters, given interest rates continue their next rides this is when they buy industrials and drug stocks. i think we had this gloom, precisely because traders are afraid of not being in stocks right now. that is a very nation change from the nauseating selling pressure we've gotten quite used to, since the fed declared inflation. some are tattered, down, 40, 50, 60, 70% from their highs the market seems uncomfortable given what's happening in ukraine. i'm not sure something our intelligence agents hint at.
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as the day went on, russia started making noise of focusing on the eastern part of ukraine, where they have been backed to separatist closests for years. putin has given up on kiev that's a good thing. who knows when he will declare neutrality and a pledge to become a key warsaw pack remember the warsaw pack of old. just like 1990 with the invasion in kuwait. money managers were hopeful saddam would pull out, a crazy assumption back then it's equally crazy thinking putin will throw in the towel. that's not his style and russia can't beat ukraine in a conventional way at least not that matters with the chech myians and bros nia, meaning they can't have colonial sub jugation so now traders are terrified
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they won't own enough stock in the unlikely event that peace breaks out over the weekend. in other words, they cover the shorts this is what happened endlessly in 1990. with that in mind, what's in the game plan for next week? there is not much in the way of earnings on monday i am hoping to get a flag on the retail sector. melissa showed before me, it's awful. dave and busters they're both restaurant stocks and retailers. some people think, seem to think that high inflation is destroying these two cohorts i don't know, let's hear what they have to say tuesday is packed with companies that can rock and roll the market we get mccormick, the spice company, i think it will deliver an excellent number and surprise once again we keep hearing the hyper force is here to say that means people continue to cook at home i bet this time will be different. after the close, we hear from
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two companies that stand at the crossroads of this market, micron and lulu, lululemon mik micron seen it plunge. it can held a story about command without enough supply to upset pricing. to me micron, not intel, is the real he. >> reporter: if we look at the message of production, have at it it will be micron. as for lulu, well, apparel has been in the cross-hairs of the cellars as most of these companies are holding up pretty well, lulu is the best operator. if sellers keep surfacing every too imthe stock lifts, maybe they can extend the selling call i want to know how they are doing, the smart home gym, also bear markets to be able to get remarks, a parent of calvin klein, which is being clobbered by the soaring price of cotton every commodity seems scarce these days especially the ones that go into
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apparel. i'm not looking for a big course so maybe something happens is pos positive speaking of stories that haven't worked out, rh, which has just delivered, deliver, deliver, deliver, this is an experiential high-end chain with gorgeous stuff, doing amazing things to entertain and entice its customers into its mansions, palace, whatever you want to call it. it's accepting the stocks into the stratosphere to see it drip down drip by drip until the next quarter, when everything happens again. here 23 r. it's not a furniture chain. it's a series of destinations that you buy incredible stuff somehow wall street doesn't stand it, manitoba you l. wednesday morning we find out how america's small business pay master is doing when we hear about paychecks, it's long ration, they have become a partner and many resources need
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for small-to-med yaum enterprises, they have beaten race quarters with this red hot labor market, i doubt they can disappoint at the same time, we get five below, lots of analysts have been praising this lately. i suspect they will have good numbers. because wall street hasn't been as enthusiastic about a retailer this is a great concept, kids love it. family safe, sadly, much of the merchandise i believe will be destined for the landfill. the alliance reports, i am hoping for something here the performance gap has gotten absurd, which on its flip, it moves the dow. we all see cvs morgan and cvs bought larry merlot, motor idea. it became a healthcare destination. the decision looks very smart once covid came along and one lost long-term business. what will they do to challenge them i don't know, let's find out finally on friday, big, the
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labor department non-farm payroll comes out. i fear it will show the tightest labor market in 50 years talent is not plentiful. price inflation heads into an endless spiral many of you think full employment is a high quality problem. but the federal reserve has to balance job growth with price stability. now the goal is to stake-out inflation, plain and simple. which means a strong employment number will slam the brakes on the economy harder than they seem to want to. if you are a bull, you have to disappoint the labor report or perhaps you think this is the last to strong one and you want to buy off of that if fed chief j. powell doesn't catch a break, it's 50 basis point rate hikes i think that goes against powell's instinct. but at this point long-term interest rates have gotten to high vs. where they were a year ago, i think the bond markets pricing into very aggressive
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short-term fed hikes for the fed. the bottom line, if we get lots of inflationary data, i think it's reflected in the stockmarket as we come to accept the fact that the federal reserve is on a mission to kill inflation now. something that the market is deciding might be better for stocks than we ever thought possible even one month ago let's go to max in illinois, please max. >> hey, what's up, jim >> not much, how about you, max, what's going on? >> me too, happy friday. hey, interested in stocks that had a huge run-up in 2021. they have record q4 earnings they beat estimates and their future forecast is above expectation. quality franchise and terrific ceo where it was before. what do you think of dick's sporting goods >> okay. i have been talking about these companies that sell things, profitable returns, money to shareholders this is what i am talking about. that is a part of the bear
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market since november. high quality retailers, eight times earnings that makes no sense to me. i totally agree with you, i think it's a buy >> let's go to steven in california >> hey, jim, a huge fan from sacramento >> man, the old days, kevin p, what's happening >> caller: hey, my question for you is, given today's current market, would a debt-free company be able to outpace given its ties with supply chains for businesses like pal lan tier >> i think it's possible i am not recommending stocks, there are so much money in that. 'palo alto, i'd much rather have you do that. i admit, the companies losing money are not going to have a friend with jim cramer of mad money. let's go to michelle in new hampshire. michelle >> caller: hey, jim, great to meet you >> oh, the same, michelle. thank you so much for calling. >> caller: first i want to say thank you.
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my husband gave me get risk carefully days ago, i know, not so romantic. but it was a great gift. it helped me a ton so thanks. >> it's not anna koran something to do. thank you. >> caller:' here's my dilemma. i am staring down the barrel of a 25% loss in the value of my position in -- clorox. i can recover or i can cut bait and put that money to work elsewhere. my question for you, jim, is -- blx, should i hold or sell >> this is hard. clorox is not doing well so many division, they don't have a good grilling season. it's going to be tough they've got a good balance sheet. it only yields 3-and-a-half and rates are going higher i have to say it's 50-50 on this, this is a push
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i feel badly about that i think linda reynolds is doing good, i don't her portfolio, plain and simple we get inflationary data next week, i think it's reflected in the stockmarket, unless the market has a huge ride into friday we don't want to see that. mad money, locals on payment process through emerging companies, the company is if uruguay. i am learning more about the process. then there is a new utopian mess out there. we will get a conservation energy group to see in this largely power produce could help your power portfolio a lot of powers there. one of the diversification portfolios i know, gary gensler told me that am i diversified 23 will play it tonight, see if your portfolio passes the test stay with cramer [ music playing >> announcer: don't miss a second of mad money, follow @jimcramer on twitter. have a question?
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we have been talking a lot about the end of the bear market i talked overtime with scott wasn'tner. it made me safe, some of the companies down so big from their highs. so tonight i got a new 21, i'm trying to deliver these because they're so low this one is called d local it's uruguay based probably nothing in your portfolio from uruguay
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like so many others, this came in high surging to 73, but it wasn't my fault. at its peak last september the financial stais space started rolling over so anybody who did the dip buying, done, they're out. plane out. they grew 193% the earnings increased year over year the group remains out of flavor i fave. still it does deserve a premium valuation. we're trying to figure out what that premium should be so is it too late or too soon let's check in the with the ceo.
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welcome to mad money >> hi, jim, how are you? thanks very much for having me. >> sebastian, i have to tell you, i think this is an incredible company where does dlocal fit in when they buy something it is commercial than individual >> sure. great vintage. we have the end user we build infrastructure for global companies to reach emerging market consumers. so nigeria will use it they say i bought from amazon, from microsoft, shopify. we believe there is an infrastructure and we are providing for them >> so now one of the reasons they are excited, we both know, it's one of your shareholders, we heard from uruguay and as a little boy, i heard listen, there is the two best
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democracies in the world are the united states and uruguay. you are the best person. the truth is you are based there. you are really a global company? >> totally so any given day, we will find people from the local working from china, from south africa, from bangladesh, from the u.s., obviously, from uruguay, which is where we started. the nature is the sense that we are building an infrastructure from multiple emerging markets we operate in 35 companies e countries. we are proud to be a brand and proud to be global. >> now your growth is really quite amazing. we're starved for growth it's 20/30% right now from our major companies. your growth is five/six times that how is that possible >> so, we have been very lucky to grow last year. we almost three-fold our business our revenue has grown there are consequences to the value we are adding to our commerce we make sure we find complex
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companies navigating in emerging markets. there is a reality most of the growth for u.s., chinese and european companies are coming from latin america. and we are leveraged to that growth so i want to make sure we roy them with infrastructure we are lucky to have commerce and we are different types of growth >> so i was talking to someone about you. they said if mastercard wanted to do that wouldn't they be wiped out? i presume you are actually partnering with companies, not competing with companies like that >> totally so both vis za and mastercard play a difficult role. they have been building great infrastructure their reality or the main challenge is that irs in emerging marks do not having a says to mastercard, 5% of our transactions are done over a non-cashed base. so these are cash methods, local wallets, those are becoming more and more relevant. visa and mastercard have been great partners >> j.p. morgan when people say, well, that
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seems interesting. they use a phrase that i'm not familiar with. they say dlocal offers pay in and payout services to its clients. what is pay in/payout? >> sure. so payment users are buying from a company. let's say they want to buy any product, we call a pay payout is the opposite flow. payout is over airbnb or paying host, a creator, a driver. if fundamentally it's different use cases, infrastructure, providing it's exactly the same. it's important to do both side of the question. that's where the real value comes in global companies need to be local in emerging markets. it's also extremely important to pay back and send funds into those companies. >> now, when you reported last, i know that there was an analyst who felt that up 193% year over year, wasn't that good because you were only up 2% sequential and the airport was amiss.
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now in the world i'm from, that isn't anything but a miss. there will be people to say, jim, you will like the stock, it's going down a lot. i am saying your business is quite strong that's unrealistic if you will grow 10% sequentially. no company can do that >> jim, obviously, we are proud to be held to a high standard. we have done well with our deal. we are on top of our deal. we have been able to grow, but we have also been profitable i guess this places a closer, very special thing we build this company from the ground up. we have this dna where we like commerce paying for our services we like to run a profitable company. we obviously focus on growth we believe 198% growth, bring us healthy numbers. we will pursue growth. we need to beat them it's a healthy way of building for the long term, which is what we try to do
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>> would you ever come to new york i would love to have you on personally, people are saying, we do a lot of talk about emerging markets in russia, in china. these are repressive countries that do things that we would never allow in our country i would like to buy emerging market stocks in countries that i feel comfortable going with, myself i think where you are from, would that be an accurate depiction? >> jim, first of all, i appreciate it. again, i am super proud you are right. we think we have a unique story. hopefully many to come yes, i'll be in new york in three weeks. i will be happy to be there. >> fantastic i think you have a great story i am not far into what works down there and i think it's just thrilling that you came on this show the ceo of dlocal, symbol dlo. guys, a lot of these companies that come down a lot have a lot of great growth.
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thank you so much for coming on the show. >> thank you so much, thanks for having us. >> we need to start thinking of companies that went down a great deal that are doing terrific and have been given up on. i think dlo has been given up onp i think it's a mistake mad money is back in a couple minutes. > . coming up, can personal answers to a looming energy crisis also be solutions to your portfolio? if your eyes are on imaging, tune your ears to cramer next >>
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my philosophy is best expressed by sunra and the outer space, when they punch that button, your assets got to go. obviously, you don't want a chernobyl or fukushima daiichi situation. i slept in my car across from rancho seco, a power plant in sacramento no one seemed to mind. it was an experience in husband history. i felt safe sleeping nearby. who knows, maybe it had some lay tent impact. at a time when so many world leaders want to reduce dependents on fossil fuels, nuclear power is the easiest way to make that happen to scale i think it's finally registering with governments around the world, no longer they want to be hostage to nuclear gas it's called conservation energy group.
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ceg. here's a company founded off by exelon in a deal in early february i think it's a stock that time has come some say it's time has come because it's moved a lot listen to me, constellation is the largest power in north america. they have hydro electric, wind, solar exposure it's like this thing was designed for the current environment in ceg fund. why do i say that? first of all, we're headed for a federal reserve maniac slowdown. you and i know that when the fed is tightening, hedge funds like to hide with utilities constant inflation energy is perfectly fit. it's the perfect mantra. a real company, with real earnings, reasonable evaluation and although the yield is a little more than is% here. it's better than nothing this is the kind of conservative business that works through times of uncertainty i think going green and freeing
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our allies from natural gas created a perfect moment from nuclear power. in canada, they've embraced it in small form. it's going to happen this time, finally, we know president biden is traded all in on liquified natural gas exports, imagine how much we can free up that will embrace nukes, the ones that can be built let's take a closer look at this one. it's actually a publicly traded company before until it was acquired by excon a decade ago, they decided to spin off its non-power assets as new constellation energy at the time nuclear was looking less competitive remember, you come to rely on federal, state subsidies to remain viable. natural gas is so plentiful in the country. fast forward to a little over a year later, it's become spauvenlt not only do you get $6 billion in nuclear subsidies from biden's bipartisan bill,
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conservation energy seems to store in the state of illinois giving them an additional payola by shutting down the nuclear plants in the state. i moo then obviously in the best possible way in the same time, the natural gas soared, making nuclear more competitive than we ever thought. as an independent power fuels 20 million homes and businesses, providing all the clean energy on the u.s. electric grid. they have legacy fossil fuel assets 11% of the output. they phase it out they plan by 2030, thank you. nukes, constellations have three in new york, one in maryland and new jersey, if you like new power, this is your one. now, this company belongs to a small group of independent power generators there used to be a bunch of them the other an or can i and vista energy of the three, it comes close to a pure clean energy. they have the cleanest balance sheet and they benefit from various state level nuclear subsidies. you know the big difference is
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energy gets the bulk from commercial and discrim commerce. these guys get 95% from retail from commercial and industrial that carries lower margins hand the supply and residential power. it's much more predictionable. they are locked into bulkier products than wall street is craving like this. how about financials you want to watch the earnings report, interest, tax, depreciation and amortization. you have to take out book-keeping costs, a nuclear power plant depreciates a ton of depreciation this company is expected to have consistent high single ginl it growth over the next few years, whether looking at ebitda, it trades to its peers. it's a bit more expensive than nrg, which have much higher dividend yields, but the constellation has a much stronger balance sheet they have poised to pay off 2 billion of that, roughly 1
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billion this year. another in 2025. they have no major desks until 2025 they have room to make acquisition and award shareholders and buy barks the analysts that covered this for goldman sachs, the company can retire 28% of its shares between next year and 2025 it can't stay at this level if that happens at the same time it deserves a premium. there are three publicly traded independent power producers and of the three, it's the only one within striking distance negatives. all right. right now wall street is worried about two things, the future of government around the outlook for uranium pricing giving russia is a major producer hey, you got to buy uranium, russia is in trouble listen to me, i'm not worried about the substance. i think the war in ukraine has been a wake-up calm for policy-makers around the world wind and solar aren't ready to fill the void.
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remember it has to be windy or sunny. those turn out not nearly as many up in germany look at what happened to germany, they spent the last decade trying to ween off nuclear power in an effort to go green. i don't see what's so green about replacing emission-free nukes with russian fossil fuels. that looks like a colossal error. the price of you rainium has jumped at the end of the day, i'm not considering hearing. they only have 80% of the world's reserves, the world's top two suppliers are australia and canada i don't know, democracy, close allies i like them. quoting the constellation, they have enough to fuel reactors from multiple years. they typically procure this three years in advance the thing analysts are worried about, stocks are into fabulous, maybe two hot. it moves from 43 to 53 in one
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month's time, sow may have to wait for a pullback. here's the bottom line on this if, like me, you believe that many earthquake is finally ready to go to nuclear of all that's happened, i think it's worth paying off for conservation energy that said, i'd like it below 50 on a pullback because it's had such a move from one year ago. and in indiana and. >> caller: jim, thanks for taking my quality. i'm a quad member. >> yes, thank you. >> caller: so, after getting back to even on buying options, i bought a chevron deep in the money call >> okay. >> caller: in the cams but the way it trades, can i just say exponentially up and down, you know, chevron's had a big run. can you give me a little coaching on trimg or exiting >> well, we know as in the book, if the company has a big dividend, we don't want to be
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deep in money casualties i think you could, if you wanted to, sell a call above it that means it does lock yourself in not only in the club you know in the club, we took half our chevron off, because it had such a gigantic move i told members of the club to do that so i come back to you and tell you, first, thank you, you are a member of the club i hope everybody watches you will really like it. but i think that's your best course of action and remember, you want to take that dividend, because it's big let's go to jerry in missouri. jerry. >> jim, as a founding member of your investment club, i want to thank you for all you do for us. >> thank you thank you very much. thank you. this home energy solutions company is right in the middle of its 52-week range it has a nice flow the last several weeks. but i want to know if you still see significant upside and, if so, how far it will go stuck on top that is inphase.
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>> okay. we need obviously the country to be a little bit more oriented towards this, enphase. it is in the middle. you are absolutely right i think it's good for a spec by the way, it is profitable it just happens to be at a high multiple again, thank you for being a member of the club people say, jim, you keep showing for the club i think the club is the most educational thing i've ever done what am i showing for? for you to be smarter. okay guilty, kill much. i mean, on twitter only. philip in michigan >> boo-yah, jim. >> boo-yah >> first time, long time, i'm a member of the cnbc investing club thank you retail investors i filled my home and investing time frame of three-to-five years. largely on the fund of my investings so in my home, i have heavily invested in the market with your hope i have been able to outcase all three major indices.
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>> wow >> today i am calling about one of the best rated utilities. consolidated edison. i bought shares six months ago at $75 a share i pass surprised by the dividend and headed into a march decline as i know these are savings stocks at the time, it was not far off the 52-week low. the stock now has a 52-week high we have capital depreciation about a month ago. should i sell it or pivot? >> it's had a really big move. i don't like the state regime as other states sell half. you got too big a game gain. if you give back that gain, i will never forgive myself. i thank you so much for your confidence in me and my view all right. i think it is time for the u.s., i believe they could have a chance when you talk about general electric, they are getting orders in canada it could happen. it's finally happened.
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look at what happened? the whole world changed because germany doesn't have enough energy i think it's worth paying up on consolation energy i prefer under $50, because it just shot up from 43 one month ago. much more mad money, including cramerica favorite iputting your portfolio to the test we didn't have significant earnings report today. what do people talk about when there is no earnings they talk about fang. also the lightning round so stay with cramer. c'mon caleb, you got this! and if you don't, there are other options! umpire: ball! good eye! good eye! eyes are good for lots of things. like reading! be the best, caleb! statistically impossible, caleb.
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after last week's huge market value, now is a time to look at your portfolio you want to find out if you should mix up your holdings or keep them where they r. remember we are always looking for companies that are profitable and throwing out the ones that want let's play am i diversified. you tell me your top holdings. i tell you if you are diversified. omar is our first caller omar, what have you got for me >> hey, jim, omar from stratton island, new york i want to contact you about our investing company money militia. with appreciate everything you do my top five portfolio holdings are amd, advanced microdevices, aapl, apple. ko, coca-cola, jpm, j.p. moroccan chase as well as ual united airlines. would you say i am diversified thank you again. >> first of all, thank you omar for those kind comments.
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my wife has been away, i a am trying to do all this stuff by myself the savior is how excited the market s. iglad this gentleman clearly caught it. he has a very diversified portfolio. you might say amd and apple. no, amd is a semiconductor apple is my watch or mr. whether it be your music or my credit card so we're going to say apple is a technology delivery company and amd a semi conductor j.p. morgan not my favorite bank my favorite bank is morgan stanley or wells fargo, j.p. morgan is very good. united would be my favorite in the airline business actually jeff marks and i were debating putting coca-cola in a portfolio of the charitable trust. it's being very well run that's a nice portfolio. why don't we go to zach in my home state of pennsylvania zach >> hey, jim, big boo-yah from
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eagle's nation, zach in pennsylvania i want to know if i'm diversified, the top five holdings are microsoft, home depot, duke energy, waste management and visa. thank you so much for everything as you do, go birds. jim, am i diversified? >> go birds? i think about waste management, move to the 150, 118, like that. duke energies a quality utility companies, it's co-reliant visa, i got to tell you, visa and mastercard are two unbelievably great stocks. home depot, i'm not worried about the stocks coming down it is planting season. microsoft, in this last decline, we bought more for to the charitable forecast. we have very much, you can call it zrishlgs you have a great financial, great utility, terrific retailer, that's really perfect. of course, needless to say, go birds! let's go to jennifer in ohio,
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please, jennifer >> hi, jim my name is jennifer, i'm calling from ohio. i'm a pioneer member of your cnbc investing club i would like to play am i diversified and my five stocks are microsoft, moderna, united reynolds, invidia and apple. jim, am i diversified? >> first i want to thank you for being a pioneer member i am going to have to be a little tough this time i see tech delivery. okay i am calling that i see semi, but i see another purchase teak that's like this so we have to make a change there. you have a healthcare, moderna i prefer eli lilly, united rental that's nice when the economy comes back i think this is the kind of portfolio that needs a raythe worst is on or coca-cola, raythe worst is on being military and coca-cola a great staple
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looking for different ideas and mix up portfolios a little bit then i want to thank everyone for being pioneer members of the investing club anyone that knows, knows that jeff marks and i are just passionate we do hope you will join and don't forget our 1020 morning meeting every day, including when i was on vacation mad money is back after the break. zblmpbls stick around. >> may i make a suggestion >> the lightning round is coming up next. may i make a suggestion >> the lightning round is coming up next. > stick around. >> may i make a suggestion >> the lightning round is coming up next. your shipping manager left to “find themself.” leaving you lost. 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
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it's time, it's time for the lightning round. it's mad money, and then the lightning round is over. are you ready, ski daddy walter >> caller: yeah, boo-yah, jim. >> boo-yah >> caller: we're in for a military line judgment i watch the show every night i have for many, many years. >> thank you >> thank you for taking my call and for the financial advice you give us every night. >> most appreciated. thank you. >> caller: i am an experienced investor, but i am confused and need your advice >> okay. i'm here for you. >> caller: i have a substantial investment in bank of america and the last three days it's been up and down however, today it closed at 43.70 up 65 cents. >> right >> many financial analysts save
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the best bank stock. one is at 66 my question for you. is it a stock? now, i say deep and it will appreciate in the next month or should i sell? >> no, i don't want you to sell it raising rates does well, sells at 12 times earningles again one of these companies not expensive with very good management that i want to own. michael in delaware. michael! >> caller: boo-yah, jim. >> boo-yah >> caller: i started buy figure fall of 2020 alcoa. i'm now we're trading at 92. >> i need you to cut this decision in half then you play with the house's money. i do not want you to give up money. straight line like this that's an unusual parabolic move for that company i know they're in short supply you sell half, let the rest run. don't need to worry about it ray in texas
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ray! call >> caller:, yes. dallas cowboys, what do you think of anc >> no, agnc is one of these companies that absolutely forever it has that yield, everyone is crazy for it and then nothing happens and i don't want to be something i don't understand what it's in. so i am saying no to that. chase in california. chase! >> caller: good afternoon, cramer, long-time fan. >> excellent thank you. >> caller: so my question's on archer aviation. i have been following it for a bit. millennial investors like me believe it's a long-term growth. >> i'm not going to go there, even though i take risks i think taking risks is different from losing money. losing money is what i think that company will do in spades before it has any hope let's go to brian in pennsylvania brian! >> caller: boo-yah, jim, thank you for taking my call >> what's going on >> caller: a few years ago, met
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life dropped off brighthouse final. it's done nothing since, should i hang on it or dump it? >> it's an inexpensive stock i don't know what can make it go up from here that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade coming up, buckle up cramer has a not so secret solution to the market's daily plus and here's a hint. it starts and ends with companies you already know and love stick with cramer.
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right now we're in a vast wasteland of news about individual companies that does not mean there is nothing to talk about. whenever it's back, commentators barely dom back and praise, what, well, yes, fang, my acronym for microsoft apple and google when fang stocks go up you tend not to hear a good thing about them not one word the same way every loves it and nobody wants to go to bat for these massive dominant texts and when it guess down, analysts wonder, they immediately know what i am about to say, they
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wonder, is fang dead seriously, how many times have we read this reports of fang's demise are always greatly exaggerated this is from someone who wrote obituary obituaries for a living let me tell you what i heard a random day about fang today, sorry about artest formerly known as facebook now known as met is that platforms, it's no relation to meta world peace ceo mark zuckerberg plans to use reels to block tiktok, itself. you want a new piece of information? apparently his strategy is already working. did you know that? that can be worth 50, 5-o points to the stock, which is less than half lost in the recent soft court. this is a very exciting development of facebook. i think they can do that by the
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end of the sempblth third quarter, throwing everything they can do, please go watch that keynote by jensen and you'd see, they could have an upside surprise come fall next up amazon the first day, just got a boost from analysts that say the stock is so cheap, the sum of the parts, you should own it, if you broke it up, you will practically get retailers for free amazon isn't going to break it up when you look at the earnings power of the web services division, i agree the stock is under value how about the second a? apple. it looks like they are finally coming around to my idea they need to amalgamate all their services, as someone in the secretion business 72 years. i am confident if apple gave you a bundle, you could easily calculate the subscribers. this has been my dream ever since i have the management to break out the service revenue is
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a separate line item it's makes the greatest technology apparatus created it spawns a different earnings use, on twitter last night, there was someone trashing me. six people trash me and this woman is saying, and who is, who are you to have a picture on your phone what is that about you are a loser. this is me and my wife if i'm a loser, call ne a loser! next up is netflix we just learned they're acquireing a third game company, a mobile game developer called frost bite entertainment, which asks you to take video games seriously. i want to rub it in that clown's face jimmy cho. finally the alphabet is offering an ad service with generous terms for people that means men content creators will sign up quickly and make a ton of money
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google will make ton of money. these innovations the next time a wannabe person pronounces fang dead on arrival. that will be the perfect moment to do some buying. i promise to help you right here on mad the russian war machine bruised and battered now signs of a new war goal for vladimir putin i'm kelly evans in for shepard smith. this is "the news" on cnbc russia losing control in ukraine. a once-captured city now contested. the defeat as president biden addresses u.s. troops in poland. >> help those who need help. that's why you're here [ explosions ] >> the shelling is very close. >> sky news' alex crawford on the ground in ukraine. witnessing russia's attacks on
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