>> save the most boring for last so last week on "the final call" i said relativian. it's at 40 now and no overhead resistance look at that thing like a coiled spring >> see you back tomorrow at 5:00 my miession is simple to mak 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. welcome to "mad money. welcome to cramerica other people want to make friends. i'm trying to make you money my job entertain, educate, teach you. call me at 800-743-cnbc or tweet me @jimcramer. everybody knows the bear market is chapter and verse when i walk down the street to

get a haircut. i'm heckled about amd and n nvidia two of the greatest of all time. most of the semi conductor stocks got injected into the jelly stone national park ages ago. micron, corvo, sky works, tainted and colored the tape mighty red with a genuine bear bowling. we get it. on a day where the dow inched up 30 points and advanced 3.4% and nasdaq gained 7.4%, the semis are hurt by a slowdown in gaming, a beatdown in personal commuting and a bruising low in cell phones. these bear markets are showing of the moment because they're nobody's fault although it doesn't help china keeps locking down parts of the economy. they refuse to use the most effective vaccines when i say it's nobody's fault, too many people bought p.c.s

when they started working from home so now there is less demand the graphics card were perfect for crypto, the meltdown crushed them like 2018 nvidia is being punished for being too darn good because the government doesn't want wa.i. chips. these are impossible to ignore and it's the most visible bear market i've seen since the year 2000 but tonight, i want to introduce you to a host of lower profile bear markets in part because many of these stocks have come down to the point where i think selling them, let's say, no longer makes a lot of sense i actually picked an upday today. the market finished to do this piece, to start the show like this because i know what i have to say now is pretty depressing. let's start with autos okay the auto market, what can i say? is a group that's been beaten to a pulp by sellers that flock to

own one vehicle company, tesla the stocks are so cheap especially at 4% yield gm is doing incredible things with self-driving. ford is award winning electric vehicles, just not enough of them we hear how expensive this market is but stock sells seven times earnings, g.m. six goodyear tire trades six time earnings, too. do you think they hit rock bottom the hedge fund playbook says you can't earn the autos going into a recession. if use disagree with the playbook and i do, it trumps everything in this environment we're sticking with the travel trust. you know why i'll tell you why. we'll talk about it tomorrow you don't want to miss it. it's not easy to stick with any auto company that's got internal combustion engine business they call them ice like ice don't get me ice -- give me -- they call them bears electric cars absent tesla

aren't immune, either. even as i went by a showroom the other day, it was packed it's not what you can afford second, lower profile bear market, how about getting mauled at the mall? bears are roaming free all over the place in the shopping centers. you have the canadian streams when you invest in a mall retailer gap stores is having a crisis, game stop doesn't seem to be investable in carnation and even if if the apes love it. nordstrom, the off price business this week, i do like macy's but it's being pulled down by the cohort have you looked at the stock of khol's lately? don't waste your time. my travel trust got hit by the american evil ugly stick a lot of investors thought they would be safe in american eagle because it's usually 5% yield. it cost a fraction of the $200 million accelerated buy back that they did in june.

you know what? it was just an idiot move and i got to call it out it was an idiot move everybody gets away with everything in this thing let's not forget the suppliers pvh is crushed contour brands, levi doing well. common theme in the group and who can forget bed bath and beyond if only the apes that piled in the stores and not just the stocks, they might know what they're owning and change their minds. you want pain? >> the house of pain. >> i'll give you some pain how about the internet all way shapes and form? meta plat form is the poster child, a company with a stock that switched neighborhoods in a bad way from the land of the new high to the land of the new low. and by the way, the lows seem to be plunging on a daily basis pinterest just acquiring to sell yourselves already i mean, you can get it snap, i'll say snap. twitter might be rescued by elon

musk no take backs but without him, i wouldn't be surprised if this stock -- this is really enc incredible no wonder he wants out next bear market, a bear cave. i'll give you two in particular because they are so emblem they are throwing the woodchiper on a daily basis you can't go near the paint stocks how low can the stock of an incredibly great company stanley black and decker go? beats me whole aisles in the waste land of lowes and home depot. we've seen something similar, para paramount, comcast, verizon, att, they've all been trashed and mutilated but nothing like the much discussed and dissected, people love to talk about the media if they're not media, warner brothers discovery. this is one of the ugliest stocks we've seen. only t-mobile is unscathed,

t-mobile is like that. we got some bear markets, too like the one in steel. new core plummeted today on a weak preannouncement but not near the decline in cleveland where the copper company freeport it looks like it's a possibility, i mean, i'm not kidding, for the first time today the rails cracked. downgraded union pacific we might be on the cusp of a railroad bear market and how about 3 m? they haven't brought down the whole cohort but who knows what is next? maybe payment companies? keep moving, keep moving by the way, you might not know it but we have rules in the show about the size of companies we can talk about so many companies i follow and you know i follow -- i literally follow a couple thousand companies. crazy. so many companies i follow are too small to mention on air. literally hundreds of them are now too small.

they're that pathetic. i love to roast the description companies charging stocks or spacs but almost all of them collapsed to the point they're too tiny to talk about here. if there weren't size restrictions, i don't know if i'd be able to say anything about the companies because there is no way to describe them without using the kind of profanity. that doesn't belong on a family show like this so, why mention all of these houses of pain i am not trying to make you miserable. there are enough commentators that feel like that's their professional duty. i bring them up because i'm sick and tired of hearing how we're at the beginning of a giant rollover, the beginning. beginning? i'm going with all that. now is the time to get the calls. where the heck were you ten months ago when it mattered? it's not the post covid kiss of death, multiple kisses, multiple fatalities other stocks can and will follow the meters down. after listening, can we say the devastation is broad the loss is used

the relentless selling horrific. we'll see layoffs at so many of these companies. it drives me nuts when people talk about how the market is crushed and has much more to fall look at the areas laid to waste. there is so many more. here is the bottom line, we need to accept the winners in this environment are robbing peter to pay paul but man, we're a year into the decline i wish the so-called professionals would act like it and look for companies that are doing well to buy rather than markets that are too weak and have to be sold. you know what i say? i say -- oh. beth in georgia, beth? beth >> caller: hi, how are ya? >> i'm good, beth. how are you? >> caller: i am good. >> good. >> caller: i thank you for all your wisdom.

>> you're very kind, beth. thank you. what's going on? >> caller: i'm a second time caller and i have a question i made a lot of money in mongobb a year ago i pulled it over 500 and it's down to 247. i've been watching the revenues grow but their losses are growing, too is it time to get back in and hold it? >> we cannot be in companies that are losing money. beth, just rule on the show. kept us in the game. others who aren't in the game. keep it like that. don't go back. congratulations. great call by you. it drives me nuts when people talk like this market hasn't been hurting. it's about to get crushed. are you kidding me we're nearly a year into this market decline and i wish the so-called professionals would be more imperical and less anecdotal. with another hot cpi number, could today's bounce at oil be

an actual red flag in the hopes of taming commodity inflation? i'm going off the charts to find out. with a tough market, could reads be what you're portfolio is looking for? i'm taking a look at good companies. so stay with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question, tweet cramer #madtweets, send jim an email to mat m madmoney@cnbc.com or call 1-800-743-cnbc miss something head to "mad momadmoney.cnbc.co.

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in a bear market, that seems between broken stocks and brebreoken companies. broken stocks get ahead of themselves they've been hit hard. at the end of the day they belong to functional businesses. there is a level they will be fantastic buys but there is no level if you got a broken company. how do you tell the difference tell etsy, the platform for all home made goods. this is too cheap that's worth owning for years and years but maybe you have to wait for the smoke to clear in july the stock jumped 10% in response since then it held on to gains like many other stocks as the market pulls back hard how the heck is etsy managing to do well in an environment tough for commerce and retail in general. let's check in with the president and ceo of etsy. welcome back to "mad money." >> thanks for having me back great to be here. >> great anomaly

your retail, retail is doing poorly for a lot of stores you're doing great you are e commerce, there is a lot of rollover in e commerce, you're doing great you were covid you've done better post covid. what are the three secrets of your company >> well, look, it's clear that during the covid pandemic, etsy had gail force tailwinds you couldn't shop offline, you couldn't travel. you couldn't dine out. the government was funneling a lot of stimulus in your wallet and so people were stuck at home etsy sellers were shipping as normal no supply chain issues etsy benefitted maybe more than anybody. i'd say for the better part of two years, people had to shop on etsy but now they're coming back because they want to shop on etsy they had an amazing experience they realized they got great products at great value from an actual maker who they built a connection with and that's really special so i think the secret is that

etsy sellers do something really different. everyone else is trying to sell you the exact same thing for maybe a penny cheaper or ship it a minute faster, the etsy sellers made something with love, make it just for you, do it really well and deliver it on time and i think millions of people got the chance to see that that is actually true and now they're coming back again and again even though they got unlimited choice. >> what you're describing for people at home is something i almost never see in business called personization at scale. those are supposed to be anthetical how do you have a business that's personalized? >> etsy has 5 million sellers with 1000 million items for sell each seller makes a few things with love and care they're really good at but across 5 million of them with 100 million things for sale, what that means for buyers they can show up at etsy and know there is a seller just for them. there is going to be a love connection there that's really

great. >> how are people like me or my daughter, where we go we buy one thing. we connect with the person who made it. connect. >> yeah. >> and then stay in touch and continue to do business and business and business because we like the person. >> it's so great i hear over and over the handwritten note i bought it from etsy and the seller was great and packaged it with love and included a handwritten note what is the last time you bought something from one of the big retail folks and the ceo wrote you a note right? >> right it is -- i make pickles and jim's done better and the person that made them, three different designs, told me jim is in a pickle a lot of different stuff continue to apply the business and then you realize not only are you not alone but you can watch an etsy ad on football and there are millions of people like me that crave this. we crave this kind of connection. >> that's what we all want more and more now in a world trying

to tear us apart more and trying to find every way to divide us, we want to come together we want to be part of a community and ets a way to create 88 million buyers with about 5 million selleroming tog something we can all agree and don't we need more of that >> yeah, do we ever? i sometimes tell people when people say where do people go, the great resignation? i say if they had great success, they're doing better financially but being awarded much more emotionally than if they were at work i bet some people so-called missing from the work force are having the type of their life. >> it's entirely possible. so we just featured a seller matt wicker, wicker's wood works. >> i love that ad. >> he's so good. he made more than $2 million of sales making really beautifully crafted home made vinyl record holders and things that are speaking to a certain market and he does it great and he taught himself to woodwork off youtube,

opened an etsy shop and bought a house with the money made from the proceeds. >> it's really important to mention you among the people that did well during the covid period, you were the most conservative you actually thought business would drop off the other guys felt hey, we got everybody hooked you were -- they were wrong. you were way too conservative. >> we never take anything for granted so when the terrible pandemic happened, which was terrible for the world and everything shut down, our business exploded and overnight on april 2nd, our sales more than doubled and we kept feeling like as soon as people get a chance to go shop in a mall again or travel again, they're going to want to take advantage of the options so if we can keep even half of the game, if we can earn the right to keep half of that extra wallet share, that would be fantastic and here we are, you know, at a point when people can spend almost anywhere, etsy sellers sold about $3 billion worth of

product last quarter, the same quarter before the pandemic they sold 1.1 billion. >> here it is. that's why this stock should be bought and take some pain from this stock market that's not being caused by the company. that's josh ceo of etsy. here are the cuff links you bought for me for my birthday only from etsy. coming up, is the oil industry's loss a win for the consumers? why big tankers and your shopping cart may be latched by a petroleum hook, next

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oil. the price of crude jumped 1.75% today which is the last thing we want to see but there is good reason to believe the current bounce may be short lived and oil may start going lower again. don't take it from me, though. tonight, we're going off the charts with the help of carly garner a brilliant technician who is the cofounder of the carly trading and a resident expert who predicted the peak in oil months ago when everyone else thought it was going to the moon for those of you that don't remember, the thesis for most of the year is the russian invasion of ukraine caused an irrational spike in crude russia got hit with tons of sanctions from the west and wall street just assumed that oil would disappear from the market but that is not actually what happened it messed up the global oil supply chain as russia sold to china and india at cut rate prices very few people on wall street thought that would happen. we started worrying about a

worldwide slowdown as central bankers raised interest rates to tamp out inflation the price of crude quickly peaked from $130 to nearly $80 over the course of six months. of course, it is now rebounded to nearly $90 and that's exactly what garner predicted what she said it would hit the low 80s and come back up and she says this bounce fits into the more gentle up trend that oil had been going into before the war in ukraine got rolling but ever since oil broke down below $100, buyers have been punished every single time in the short run, garner wouldn't be surprised if this oil can keep running for a bit but she shrinthinks the bears w win and will head back to a more natural level which she sees really at about $60 a barrel that's the true price. of course, the bulls have got good news lately the petro gangsters at opec have an option to bolster prices and now we're hering the biden

administration might do some buying to replenish the petroleum reserve. they sold a lot of oil when it's much higher. it would be a huge mistake if they're worried about inflation. new supply has come online but not as much as anti inflation are looking for. so why does garner want to take the bear side of the trade ultimately here? remember, 60s ultimately first, let's check out the seasonal tendencies that matter when you do commodity investing. check out the chart of the historical pattern oil tends to trade in a typical year it holds up pretty well through early to mid october where it tends to peak before coming down hard through the end of the year these patterns can only take us so far garner is adamant it's not a trading strategy worth keeping an eye on. she would expect a serious breakdown in crude until next month at that point you might want to get more cautious.

she's saying history could repeat itself not definitely but could. next, let's talk sentiment as exhibited by the cftc commitment of traders report, the cot report also known. this shows you how major players the future's market are positioned look at the chart with the commitments of traders dated down at the bottom all right? what we care about here is the green line, that shows the net long or short position size of large speculators, meaning professional money managers. at the moment the major players are net long over 200,000 future contrast meaning they have cut over 60% of the position on oil garner points out this is the most negative the large speculators have been on crude since the 2016 lows which preceded a monster $50 rally as those money managers rebuilt positions. again, she does not see a big selloff happening now because well, we've had such a liquidation. negativity in this case is a good sign.

it tells garner most institutional money manager haves liquidated already and near term bounce like the one we're seeing now let's take a closer look at the west texas crude which gives us a nice bird's eye view of the market it looks confusing bear with me oil is falling back to the old, take a look at this, prerussian invasion trading range right there. okay when the war broke out, oil surged higher but now those gains have been largely re repealed crude broke out above trend line resistance, that's this and mid-90s and fallen back below the level. currently around $93 we'll have a hard time at the same time a compelling floor of support and $80 of floor we tested last week and held that was significant. if we went back to preukraine labor markets, things were looking good for oil in february this was a good year -- that was

before the war broke out crude was trading at levels we hadn't seen since prices employed in 2014 when the fracking explosion the up trend from the bottom in march of 2020 is still in tact i find that pretty positive. almost reassuring don't get too comfortable. this is a real, real rally that was not just selling by what happened in ukraine. so how about when we zoom in on the weekly chart just like the monthly, the line in the sand for oil is that floor of support currently at $80. i keep referring to this because that's where garner said oil will go when oil was here. great call when the floor holds, we've got the potential for a bounce throw in the fact that we've got another three or four weeks of seasonal strength and garner wouldn't be surprised if oil makes it to the low to mid-90s might resistance at the 98 to $100 level and something big happens. china bans the zero covid policy to get political stability, she

thinks this could go to $114 that would be a lot. she also says that's a low probability then if it happens, garner says just sell right into it why? if oil ever breaks down before the support of 80, i keep mentioning that number, you can see from the chart that the next potential floor 60 want to be in that i don't want to be in that when the federal reserve is raising rates aggressively to stamp out inflation, it's very easy for oil to get crushed. this is not a commodity that thrives during a fed mandated recession. let's look at the dollar the currency is incredibly strong you should know which is bad news for commodities because they're denominated in dollars it measures the screen against currencies oil and the dollar tend to settle in the opposite direction at 70% of the time strong negative correlation, don't you think? the currency has a huge run and starting to look over extended we're seeing tons of money pouring in from overseas taking

advantage of our country's rapidly rising interest rates. garner points out the relative strength index isn't making new highs along with the dollar, which is a sign the rally may be running out to do something i believe in don't hold your breath here is the bottom line, the charts as interpreted by carly garner suggestions oil could run to the mid-90s but at that point she expects it to peak possibly into a big breakdown through the end of the year. if you're worried about inflation, that would be an incredibly positive development but all for the oil industry so don't get too long or complacent about the oil stocks in fact, we've been turning back a monster position we had in the oil group for our trust and we're still doing so into any strength to get back to what we call a regular waiting let's go to eric in michigan, eric >> caller: hey, jim, this is eric i'm curious with the rise in cost in natural gas, do you still prefer to see alternative energy companies like generac?

>> i do like generac i would rather go longer and say terra. 50% natural gas, 50% oil it was the biggest gain in the s&p 500 today. that's not a bad place to be let's go to michael in new york. michael? >> caller: hey, jim, thanks for taking my call. >> of course. >> caller: a long-time listener and third time caller. >> oh, thank you so much for calling in how are you doing? >> caller: very good i want to thank you for keeping your word. we spoke last when i introduced you to a company called ping you may recall and you had andre on the ceo afterwards when the stock was around 16 and i want to thank you for having him on and i'm not sure if you're aware, but the stock was recently taken out at $28 last month. >> tell him -- i was -- i was gratified because we had him on and i liked him very much as you know >> caller: yeah. >> tough group let's talk about another stock

what are you up to >> caller: i'm calling about a streaming service i subscribe to back in june following an announcement with the world cup and fifa since they hit a july low, it's more than doubled. it's creating well above the 50 and 300 day moving average and besides just streaming, they just got approved for a sports book in your home state of new jersey and -- >> okay. >> caller: yeah, they signed an exclusive agreement last month with ryan reynolds production company for a multi pact deal. i'm wondering your thoughts on fubo. >> it's come down so much it's too late to sell because it's lostinging money, i can't recommend it that's been the rules for the last six months and the rules are right. it could run mid-90s but garner expects a peak potentially leading to a big break down. >> sell, sell, sell. >> positive about replacing it much more "mad money" ahead.

could the retail be the right choice for your portfolio? i'm digging into space i learned a lot during the two-day stay in seattle and recapping major take aways from emerald cities finest companies. of course, all your calls, rapid fire in tonight's edition of the lightning round so stay with cramer with my hectic life you'd think retirement would be the last thing on my mind. hey mom, can i go play video games? sure, after homework. thankfully, voya provides comprehensive solutions and shows me how to get the most out of my workplace benefits. what's the wifi password again? here you go. cool. thanks. no problem. voya helps me feel like i've got it all under control. because i do. oh she is good. voya. well planned.

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the market is littered with land mines and as i said at the top, one of the most dangerous, actually maybe among the most dangerous right now is retail. if the federal reserve is going to keep having to tighten aggressively to beat inflation,

and we want them to do that, the odds of recession do grow and that's real bad news for any business that depends on consumer spending. one of the traditionally hardest hit areas. sure enough, most retailers reported not so hot quarters this past earnings season. it feels like you can count the good retailers on one hand there are not a lot of costcos or dollar generals out there but over the last month, the retail real estate investment trust meaning the landlords for retailers have seen their stocks sell off, too, and that, i think, is a mistake. yes, most stores are doing worse than they were six months ago. we'll agree. tough environment for retail but not many chains are in danger of going under or falling behind on rent we're not looking at mass store closures, either that's why i find the selloff in retail intriguing. the stocks have come down and tenants stay in business, they won't take much of a hit financially. that looks like an opportunity

remember, there are always other retailers who want to come in and take the place of current retailers not doing well often at increased rents there are three i really, really like, simon property group, federal reality, frt, old froied of the show and realty income. more than 200 properties they own. we know that many mall based retailers are struggling here. american eagle, abercrombie, nordstrom, these stocks have split but you haven't received extra shares that's a stock joke. i mean, that's why simon properties plunged from 171 last november down to $99 today tell me that's not a buy so why the heck am i even thinking about this? simple, because i actually listen to the company when it tells us how it's doing. when simon property group by david simon reported at the beginning of august they

delivered a solid quarter, nice top and bottom line. nobody listens to me more importantly on june 30th, the occupancy rate stood at a staggering 93.3% that's up from 91.8% the year before occupancy is important in this business and that number is headed in the right direction despite what you hear about retail plus simon raises the dividend for the second straight quarter more than half way back to where it was before the covid shut down in 2020 the stock poured magnificent 7% yield. i would normally be worried about the pay off that high. companies don't raise dividends unless they feel confident about the future and these guys raised it two quarters in a row. david simon is a very hard-nosed businessman. i know him he doesn't do things aidolly if simon were really worried about bankruptcies, they wouldn't have given you the dividend boost doesn't hurt the stock sells

forless than nine times funds for operations, which is the read equivalent of earnings. if this were a retailer, i'd say you can't trust the valuation because the earnings are certainly too high the retail carnage has to get really bad before it starts to seriously damage the bottom line simon has a great long-term story with a cheap stock and business will suffer somewhat in a fed mandated recession, they're paying for 7% while you wait for a term and you will get a term next up, there is one that's an old friend of the show federal reality, frt they specialize in mixed used properties and rich suburbs like shopping centers, not malls but centers and residential. what a great idea to mix it together this is not a great moment for the home builders but rental real estate is on fire if anything, it's gotten way too hot. it's something that i think jay powell is worried about. federal reality's residential business had a 98.5% occupancy

rate no one has that when they reported the most recent quarter last month for the retail side, these are affluent suburbs, strip malls, same for office properties, high-end boutique spaces near where people live, not city centers that have relatively advantage since the pan ddemic hit. federal reality told a tale of small strong shop leasing up 360 basis points year over year and also doing a lot of new leasing left and right, actually sure enough sellers are losing tenants in danger of needing to give a break on rent, all told, these guys had a darn good quarter because it's with a retail focus, the stocks from 140 in january down to $100 now and it doesn't get much credit when things go well because wall street uses anything with a retail connection as toxic even if it knows exactly what it's doing, it's gone through really hard times all these levels, right here at

these levels federal reality sells 16 times funds with operations, they just boosted the dividend a penny last month. speaking of, 2020 when the economy was in lockdown, i can remember the analysts hounding these guys demanding management admit they have to cut the dividend federal reality don wood stood firm and insisted he could raise the distribution, not lower it analysts didn't know what they were doing he turned out to be right. there is reality income. this is very interesting for people who want regular payments this is another one whose ceo we spoke to not that long ago reality income is over 11,000 properties spread across the united states, u.k. and spain. 84% of that portfolio is retail. probably why the stock came down over the past month but they got really good retailers. when you look at reality incomes tenant list, there is not that much to worry about. i mean, the biggest tenants are grocery stores, convenience stores, dollar stores, quick serve restaurants and

drugstores you know these guys. these guys aren't that -- they're just not that sensitive to the economy those are businesses that should do just fine in recession. when they reported last month they raised the dividend again, not only do they give you a payout every month, don't you love a monthly check they're in the habit of raising that every three months. there is -- think you got to put it on your radar tanger factory outlet center is a terrific play, stock cheap. 5.3% yield and kimco focused on rich areas like federal reality and a ton of grocery stores like reality income here is the bottom line. while most retail stocks are horrible right now and i admit that, the companies that own the best retail real estate are doing just fine, thank you i think the stocks are pretty attractive here and now and they have come down really only because of guilt by association. "mad money" is back after the break. coming up, cramer takes your

calls and the sky is the limit it's a fast fire lightning round. next

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and big bets on environmentally conscious construction. citi has committed 1 trillion dollars in sustainable financing to help build a better future. because to reach net zero, it's going to take everything. ♪ ♪ >> announcer: lightening round is sponsored by t.d. ameritrade. it is time, it is time for the lightenning round, buy, buy sell, sell, and then the lightning round is over. are you ready, ski daddy time for the lightning round start with anthony in michigan. >> caller: mr. cramer, pleasure to talk to you. >> right back at ya. >> caller: i got a question about sunnova energy.

i bought high. >> i do not think i want to recommend the stock at these prices give nl the fact the company is losing money. let's go to rebecca in new york, rebecca. >> caller: hi, so happy to talk to you. >> thank you thank you. >> caller: i'd like to know how you are, your wife and your daughters. how is everyone doing? >> everyone is doing great thank you for asking terrific what's going on? >> caller: yes, i bought luminar awhile ago should i sell or hold on to it >> hold it and sell it in a bounce if it's not making money, we're not in favor of companies that aren't making money if we like their politicians or what they do how about shane in washington, shane? >> caller: boo-yah, we already miss ya here, jim. >> so much fun what a beautiful city. thank you for having me.

how can i help >> caller: makes money, buy back stock and launching the futures at the end of the year. >> and that's precisely why i like them and could be bought. you defined everything i like about a stock. go to stewart in new york, stewart? >> caller: hey, jim, how are you doing? >> well. how about you? >> caller: great i hope i get some heat this winter because the way landlords are and my stock is pea body energy. >> what can i say? i thought i'd never recommend coal companies but these stocks are so cheap you can trade them for a bounce that's the way you play it let's go to robert in delaware, robert >> caller: yo, ski daddy. >> yeah, yeah? >> caller: i'm a long-term investor i took a smoall position in roblox and i thinking of scaling in what's your thoughts on a long term. >> i spoke with dave yesterday on squawk. he told an okay story, not great.

i'm not in favor of companies that are losing money. because that in a bear market is a mistake defined. i need to go to clark in florida, clark >> caller: boo-yah, jim! how ya doing >> i am doing well back in new york how about you? what is going on >> caller: trying to make some money here in the market but listen. >> you and me both, partner. >> caller: you mentioned how resilient marbel technology was to the economy and escalating interest rates if that's the case, shouldn't we add to the position -- >> yes, i'll cover that in tomorrow's meeting i want people to join the club i spent a great deal of time preparing for the monthly meetings and that will be on tomorrow and talk very specifically about why i like matt murphy and technology let's go to john in alabama, john >> caller: yes. >> john, what's up >> caller: i'm calling to get

your outlook on boeing. >> gee, boeing is tough. i tell you why boeing is tough it's snake bit i mean, every time i think it's about to break out, it comes back why? because there are mistakes we are hearing china will have its own place. we sold the stock for my travel trust and you know what? i'm fine with that sell. i don't want to go back into boeing all right. let's take one more. let's go to david in tennessee, david? >> caller: hey, jim, thanks for taking my call. >> of course >> caller: just wanted to say thank you. you're an amazing, the ticker is toronto lola i'm curious about them. >> which one >> caller: terranterran orbital.

>> i don't like these companies. that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightening round is sponsored by t.d. ameritrade coming up, cramer shares every green lesson learned in the evergreen state, next. e than a trading platform. it's an entire trading experience. with innovation that lets you customize interfaces, charts and orders to your style of trading. personalized education to expand your perspective. and a dedicated trade desk of expert-level support. that will push you to be even better. and just might change how you trade—forever. because once you experience thinkorswim® by td ameritrade ♪♪♪ there's no going back. power e*trade's easy-to-use tools like dynamic charting and risk-reward analysis help make trading feel effortless and its customizable scans with social sentiment help you find and unlock opportunities in the market with powerful, easy-to-use tools

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when you go on the road, for example you can't understand how

starbucks is so confident it can boost the sales growth you see the equipment they're going to use to make it accelerate you see the machines that can make cold brew in a fraction of the time it takes now. when you go out there in person you understand what went wrong among other things, starbucks was inundated with technology to get preparation making customers happy, baristas sad and soon, you get a specialized drink anywhere you go. that gives me a chance to get the creamer, the cappuccino by showing my hand held to the bruista. starbucks surged today on a hohum series of not a great moment it wasn't the analysts notes and same store predictions, it's the technology sure i believe they can hit the numbers. more on that later for the investment club meeting tomorrow at noon but i believe because i've seen it hey, take my experienced buying a new iphone i committed the cardinal sin of

buying a current gen 13 a week before the 14 launches we were told by analysts reports it's easy to get a new one because preorders are weak wait a second. when i went to the apple store in washington ask nd asked what the wait time for a new one? my salesperson was uncertain but assured me it was not as quick as analysts are saying that's not something you say unless you're -- well, they're hard to get because isn't the interest to get me back in the store buying expedia, the stories in flux now but tens of millions of customers should rent out someone's home or book a property i want to comparison shop for the best value you can't beat expedia. what matters is the demand is off the charts for travel. you go to deferred wedding after deferred wedding, you got a winner amazon services , i thought they were equal the technology officers are eager to reduce the carbon

footprint it's enintergral to their job. run your own business on prel s premises machine they let you shrink the carbon footprint. we had 40 years of on prim computing because of carbon emissions when companies have to disclose how much carbon they're using and it's coming. finally, costco. what can i say costco we own for the travel trust, we have management can we figure out if the price of beef and chicken is going in the right direction? it is going down supply chain problems are getting better look the ceo in the eye and he tells you the things, you know the situation is going to improve, not get worse for the american consumer and therefore problem for the american stock market it's exhausting to get out of town but stay in new york means you stay ignore rant our trip to seattle was a cornucopia of knowledge. the big ceos are the generals,

the costcos, starbucks, expedia, amazon are foot soldiers and i trust the folks in the trenches much more than their armed chair leaders. i like to say there is always a bull market somewhere and i promise to find it for you here working on the railroad, all the live long day. so they said i'm tyler mathisen in for shepard smith. and this is "the news" on cnbc bracing nor a shutdown a railroad strike chugging closer travel and supply disruptions already underway tonight, the race to avert a national crisis. >> the city was a key target in the first days to the counteroffensive on the ground in a newly liberated ukrainian city the russian horrors uncovered. plus, the critical military demand zelenskyy is no