tv Mad Money CNBC October 6, 2023 6:00pm-7:01pm EDT
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>> wrk. i think it goes much higher. >> dan? >> cart her a call on the dollar, i think short of the uup. >> what a week it's been. thanks for watching fm. the. don't go my mission is simple. to make you money. i am here to level the playing field for all investors. there is always a bull market somewhere, and i promise to help you find it. "mad money" starts now. hey, i am jim cramer, welcome to "mad money". welcome to cramerica. i'm just trying to make a little money. my job is to entertain, and! help days like today can happen. comment -- at first glance, this report may look downright
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apocalyptic. >> the house of pain. >> kind of like a plague of locusts or a rain of frogs. remember they're not to stop smacking the space to the economy slows down. we are seeing above average job growth in all sorts of areas. it is like there is no slowdown whatsoever. it either looks like the shutter of the spine of traders who cannot stop this inflation. so here comes the october crash. but once you've pulled these numbers apart, the economy is cutting a heck of a lot of jobs, there is a lot less wage pressure which is what we really care about than we ever expect amongst the midst of this high. what we expect of wage inflation without discharge may jobs. that would be ideal point we just did not think was even possible. the bears did not think it was possible. next thing you know, the average plumage -- down hard. started soaring.
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these numbers could make it so that we have -- that's how the dow finished up to 88 points. nasdaq pulled 1.6%. >> house of leisure. >> it looks like we would have nice job growth with less wage inflation. the sudden plunge of the price of oil looks like it lead to lower gasoline prices in the next two weeks, to let things play out. how did the engineers slowdown with success. last month, double you're expecting? some would argue we are finally see the upside from increased immigration. lots of people were happy to work for decent wages. is what we heard from john gibson -- when he came on the show. he said there is a good job growth, but not much wage growth. exactly what the fed wants to see and hear. today's leaders? it was not preordained.
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the mega caps. the companies that johnny tomorrow. the losers, the companies that might not sell enough food because a nucleus of anti- craving medications. it is quite interesting to see how monies flowing around all over the place. food and beverage stocks are out, average markets are in. bullish? can it continue? it is hard to tell where the money will end up given the fact it is flying so fast. for example, on monday, -- we may see that kramer favorite pioneer of natural resources could get a bid from exxon. maybe north of $250 a share. i share because -- either way, we should see a wave of money going back into oil now that has fallen $12 straight. we will talk about pioneer another potential takeover targets when we are in our monthly investment club meeting on at noon on wednesday. -- my partner for the travel
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trust and the investing club thinks it could be a number close to $260. now, on tuesday -- that is our price target -- on tuesday, the value of the beast with pepsico. it is being hailed as a covenant itself unhealthy things and will likely not have enough volume is a new weight loss drugs rock up sales. can reduce your cravings for snacks. seco owns frito lay. its own tagline is if you can't eat just one will be sorely tested by the anti-diabetes drugs. these will be roiling the market and taking up anything food related. how long can they take the still? we see how pepsico reacts to his earnings. even as of coming down from 196 to 160, and boy was even lower at one point today, it still sells for 21 times earnings. that's not exactly cheap, especially the yields only 3.2% and looks paltry versus we can get to the bottom market.
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if you don't get robust growth, it will go low lower. if you will hire, adobe -- even though stock valued more than $10 today, it is still more than $40 down from its high. -- e-commerce and generative a.i. if you have not gotten aboard already, is mighty tempting here. firefly, their a.i. product, unmatched by anyone. wednesday, we begin a sound check of inflation with the producer price index. i think this and the next day's consumer price index is going to be incredibly important. perhaps it will be enough to keep the rally rolling. thursday, we get a slew of earnings reports, starting with delta, walgreens, -- booth alliant, and domino's pizza. delta has pretty much announced downsides already. they speak an awful lot. it is a beaten-down stock, but other than lower fuel prices, i cannot find some to hang my hat on. now that domino's pizza has
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teamed up with uber eats for additional visibility, the owners are being placed on uber eats, but there still could be lived by dominoes people. i think it would help earnings. maybe i'm premature, but if it does not matter. you know what though? i do not know of anything can boost the earnings of walgreens alliance. the drugstore division overwhelms the whole thing. to me, it seems in total disarray. and the drugstores are the main business. yesterday i got a letter that for me that my beautiful two- story walgreens was closing. no explanation, but it comes not that long after another nearby drugstore also by walgreens closed up. we got our show for the first one when it opened. we interviewed the ceo from there. i asked them why they put a two star separate by one block. he told me it was because there was so much business. oh really? i think they have no idea what they're doing. these two stores were understaffed first of all the
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locks that need to be open to buy anything of value. they were travesty in the end. so is the stock. i'm still waiting for the court to unlock that gillette razor case. so no, i will not visit us at your new pharmacy anytime soon. on thursday, we also have hormel . the people who take these new weight loss drugs have a chronic need for protein. and horror mel zaretta has a lot of it. what would even go out underneath and see what they have? we with wells fargo, travel trust people, jpmorgan, citigroup, and blackrock. i got the horror thing under wrap here. jpmorgan will be excellent people by. c will be okay, people sell, and blackrock only cell and people will be fine. it will be a buy sell cheap stock. we always talk about this double. we went back for today. he got quite excited for you original remember this?
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when the market in october, we checked in with him today to gauge his enthusiasm of the first really solid in ages. he said things are shaping up in excellent fashion. and hold on. bottom line, i think growth with low inflation can certainly fulfill larry's bullish prognostication. the fed does not need to destroy the economy in order to save it, then we have a much more positive backdrop than any of us thought coming in this very morning. let's go to rick in illinois. rick? >> caller: jim, how are you today? >> i am doing well, rick, how are you? >> caller: i'm about to do well. i'm about to bear because i'm going to open a bottle of -- that i saw you at denny's in highland park. >> how much fun and thank you for that. i'm going to tell my wife. we are doing a bottle signing tomorrow. in the middle to new jersey. thank you for saying that. had a good time obviously? >> caller: i obviously had a good time. jim, i have a problem with a stock. a stock that has millions of
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dollars of sales. the company makes a product that is part of its [ indiscernible ] and they can't get off the ground. it is bowling. how can a bowl? me so i go back and forth with my colleague, matt, on boeing. this has to work out at these levels. hundred $87. i'm a believer. how can it be at these levels in boeing? i think you for being there and maybe few were in new jersey them i would buy one in middleton. as a shop right by the way. let's go to brian in texas. >> caller: hey, jim. i'm calling today about one of our long-time favorites, thermo fisher. i know you got a lot about this. i'm concerned with the news recently that is partnering up with -- on helping produce --
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is how the good news to me. and yet, the stock has tended to be trailing down ever since that nuclear a few weeks ago. >> i think it is actually going down. they're all going down because of worries about inventory. i think you have to buy it. i think this group has oversold. i think thermo fisher is one of the best companies in the world, as is -- i am with you. call me a buyer of thermo fisher. john in florida? >> caller: hey, jim. i am calling but accompanied is going to be mining the thatcher pass. lithium americas corporation. >> too risky here. we are not going to allow that. we have been great. what worked today? the companies we've been saying are going to make money and make things. that is what is going to stay in bull market mode is a go over to the next few weeks and even months. the fed does not need to destroy the economy in order to
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say that it was much more popular back on the most of us thought. tonight, a big breakup early in the week -- what do we need to know about this deal? i'm taking a bite of the story and giving you my take. then, and a bottle market, is good to analyze lyons and see if your portfolio can handle whatever the market throws at it. we're going to play diversify. save your portfolio can shake out. and it's breast cancer awareness month. i'm checking in with a.i. -- to help detect breast cancer among other the kansas imago diagnosed. with the company called out, radnet. stay with cramer. >> ♪ >> do not miss a second of "mad money". follow @jimcramer on twitter. have a question? tweet cramer . -- send him an email, or give us a call at 1- 800-743-cnbc . miss something?
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♪ ♪ is everything in this business comes down to timing. take the seemingly positive press release yesterday from -- quote, you can have your cake and eat it too. the brand-new junior oreo cheesecake -- oreo cheesecake sounds good. but the timing cannot be worse. they really failed to read the room with a releases new cookie to allowed you to indulge in, quote, accommodation of two iconic sweets.". all it did was make it a target for heatseeking missiles ending anything that could be defeated by these new gop weight loss drugs. do they have any appeal to anyone who in just himself with
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-- every week? i do not me to pick on these. it's a great company, but doesn't a huge number of terrific tasting snack food brands that are rendered meaningless by anyone who takes these new drugs. these medications basically remove your cravings for sweets. when you're taking them, what you really need is protein. more protein because this class of drugs bears nothing. your body must include a lot of musty which needs to be rebuilt by protein. the problem these drugs is on wall street. not only did they release with coca-cola and pepsi coconut they're going havoc caffeine, costco, and walmart replace that may sell it for your dollar. i'm not so sure about selling the stocks those. you know a good buy these cheesecake may use that money to buy something else. once they recognize the world's awkward and for costco or walmart, because a couple of miles that are, by the way, very low margin, switch from junk food to protein or even soft goods, i bet buyers will come back. i bit they could end up doing
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better. but there are some real issues here. not that long ago, smokers announced buying hostess for more than $4 million. hostess makes the best unk food in the world. twinkies, the ultimate impulse purchase. dexa got in a bidding war with general mills over hostess. if they had to do it over again, i think they would pay less for this one. anyone who takes weight loss drugs as no impulse to buy this kind of food. it is not attracted to them. you still have to eat. people still go to mcdonald's because it's a bargain. but ordering a double cheeseburger? are you kidding? you could barely finish a single patty with these drugs. you just do need or not want as much food. once you're filled up, they can feel disgusting to eat more than when you are filled. it just does not want to fit in your body. or to put it simply, it is about body. volume. anything where they will be less volume of eating or drinking is a candidate to have its estimate shape. remember, these drugs reduce craving for alcohol too. given that -- tend to sell a high with contestant numbers, their values might go down to levels more again to what you pay were companies with inconsistent numbers, which is
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considerably less. all that said, to sell procter & gamble or walmart with one jarl or -- to make a century. proctors a food company, for heaven sake, while walmart consents to other goods in these isles. that said millings we go these drugs, there is send money save money or food. also spent a! angel things. stocks like disney or carnival. remember, you will be able to get an opportunity by the nonfood stocks being sold. even if you have to wait to buy pepsico or mcdonald's for great companies though. even a chance to decline brings the price -- please, let this hideous process unfold before you try to bottom fish on any stock in the food space. "mad money" is back after the break.
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♪ ♪ >> this past monday, we got two big breakers. the danner spinoff of his business for alto. a couple of days ago, one which we own for chapel trust. then there's kellogg turning into two companies, wk kellogg for the north american and kellanova for snacks. so far, the market has not loved either of these moves, especially the kellogg descendents. kellogg finished week down almost 10%. while wk kellogg was up 30%. yes, you heard me. 30%. not 13. 30. i think the spinoff makes a lot of sense for a business and stock perspective. i know the package replays are dictated here. they are despised like you would not believe. that's because the powerful anti-obesity drugs now on the market. could this be an a buy
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opportunity? the rationale for this break up because it is compelling. if you think of kellogg slitting into a serial business and a snack business, but really misses matters is that the cereal is a no growth business. or at least, that is how things look when they decide to reorganize in june of 2022. while wk keller, the spinoff. the cereal spinoff got a nice boost in the pandemic, we are back to normal. normal is a world in which serials are in decline. the lack of growth made this division a real drag on the old kellogg. by the time the breakup arrived, kellogg was already getting 80% of sales from tax anyways. think cheeses, pringles, pop tarts, nutri-grain bars. and many other brands. they been considering a cereal spinoff for years. with -- through 2019 to 2022, kellogg's snack division delivered a nearly 9% organic
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compound revenue growth. while cereal was just less than 1%. kellanova is also keeping international business which is doing much better than north american services. one with noodles, frozen foods, including eggo waffles. basically, the stagnant north american cereal division, imagine the remaining kellanova would be focused on a bunch of -- faster growing categories. that was a good plan in 2022 but less enticing in 2022 because snacking has slowed. kellanova is now 4.2% revenue growth for the year and -- growth in 2024. this is much less of growth that we thought it would be just 12 months ago. and that is before we even processed the impact of these new weight loss drugs that can make people stop craving snacks. something we heard from walmart is artist trying to lay on the company. now i've kellanova can make its earnings forecast and is cheaper than your typical snack
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stock, is selling for 14 times next year's numbers. 14 times dividend payout ratio -- in the end, this thing could yield somewhere between 2.6% and 4%. i like that, but it is much less attractive with the tenure given you almost 4.8% risk free. very tough competition. how about wk kellogg? the more traditional version. although, obviously not with this. this cereal business has been obliterated over the past few days. what is that about? how can i say about this? i don't know. the old kellogg ecided to spinoff north american cereal mac because it was dragon is the company down. they say they can invest in there is the brands because of the supply chain and rock of stable growth in city market share gains, it's a possibility there targeting 45% dividend payout ratio initially, but they hope to increase in the future after they're done with all the new investment they have to do to breathe some life into this enterprise. on monday, analysts at goldman sachs initiate coverage on wk
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kellogg with a >> sell, sell, sell >> ratio. it will be hampered by the fact that they've agreed not to close any manufacturing facilities until 2026. that was part of a labor negotiation a few years ago. these analysts also think that wk kellogg want to borrow money to make -- cash flow turning negative pretty quickly. i do not like that. it is not a great recipe for higher stock prices. the only good news with wk kellogg -- 14 change to 10 just this week. even goldman bear price target was $11. you know what? with the food group, i would not bet on them. speaking of kellanova and wk kellogg my figure a couple things going on here. package food stocks have been dashed for a couple weeks now. a lot of it comes down to interest rates which makes dividend much less attractive. this year, treasury yield skyrocketed. that makes things much worse
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for a second, like i mentioned earlier, the moment walmart said they were being -- by these glp-1 weight loss drugs, they start rolling even harder, especially the snacking place. the drill ran a tough piece yesterday. if you analysts have covered. bank of america put a piece today, arguing that total calorie consumption could take a one to 3% hit from these things. remember, when your slow growth, that is big. i'm a big believer in these drugs as you know, but at this point, food stocks have come down so much that i have to wonder that some of the worries are overblown? it doesn't matter though, does it? tons of investors have realized these drugs are probably for the package food -- and those worries have become an albatross across the whole industry of snacks. people are indeed shooting first and asking questions later. but you know what? i kind of agree with that strategy. i cannot tell you to do a contraceptive and a freight train of selling -- >> all aboard! >> because i too do not know
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how the situation is really going to play out. i am betting that these gop glp- 1 will be much bigger than you would expect, that is why have a huge position for the -- trust. i cannot tell you when interest rates will start going up, but far fewer people will want to buy dividend stocks for you really to stick your neck out to buy kellanova or wk kellogg at these levels, and adjusting to give you much reason to take that risk. here is what i will say. whatever the smoke clears and it is safe, or at least save her, to invest in packaged food again, i would be much more inclined to buy the snacking focus kellanova over wk kellogg because cereal seems like a dead end to me. at this point, i think kellanova's got much better brands. no offense to tony the tiger who is great. bottom line, looking back at these breakups, you've got -- and the water quality company. but as for wk kellogg and
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kellanova, the best i can say is you should sit these ones out. the sunday kellanova will circle back to , but snack food stocks have gotten the cold shoulder, i do not think we're there yet. let's take calls. let's go to jeffrey in new york. jeffrey? >> caller: hey, jim, it's jeffrey calling from brooklyn, new york. take a particular cult. >> of course, neighbor. what is happening? >> caller: i purchased 25 shares of jm smuckers at 1.31 per share. the stock is virtually at a 52 week low. every single day for the past few weeks, including today. should i buy more? or just hold the position? or sell the position? and if i should buy more, at what price -- >> i cannot count on buying it. the reason i can't is because there visited pay too much for hostess. that's is wisdom of wall street. therefore, i think on a balance, you might want to lighten up. all right, looking back at this week's big breakup, -- as for
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wk kellogg and kellanova, i was at those two out. "mad money" is back after the break. >> coming up, cramer did the homework. and now, it is time for extra credit. radnet joins the show with a sharper image of their future, next. this is american infrastructure, a prime target for cyberattacks. but the same ai-powered security that protects all of google also defends these services for everyone who lives here. ♪
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♪ ♪ >> a few months ago, we got a question about radnet, a diagnostic imaging company using artificial intelligence for enhanced breast cancer screenings among many other things. i circled back and recommending buying, which is exactly what gotten since the stock peaked in late july. pretty interesting here. a very exciting story, especially since october is
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breast cancer awareness month and that is something we support. with everything we do here. let's take a lose up with dr. howard berger. the cofounder, chairman, president and ceo of radnet to get a better read. welcome to "mad money". >> thank you, jim, thank you for having me what the we pride ourselves on having the smartest viewers in the world. mitchell california asked about this one. with the c.a.t. scan, mammogram, p.e.t scan, x- rays, and most important, we see a way to say this is the money while also doing better for the patient. is that the right story? >> i think it is the right story. i think it has been for a long time. what is changing today is really the role of artificial intelligence to enhance detection of diseases earlier. with that cancer, heart and vascular, or other chronic diseases,, imaging will play a pivotal role in what we call population health, because it will all be about diagnosing it earlier number reducing morbidity and mortality, and saving the system substantial
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amounts. >> let's take prostate cancer. the standard care was to do a biopsy, which people get infected and people have died from. but you can actually do much better with one of your machines . >> not only with the machine, the mri in particular and the newer mris are able to do the sequence for doing these without contrast and a shorter period of time, and then layering enhancement with artificial intelligence could be a game changer in terms of early diagnosis. added to other diagnostic tests, which have been used for quite some time, like psa, which are not specific but we can get right to the disease itself. and enhance the radiologist capability giving artificial intelligence applications to this. >> i wonder if you would be able to do that -- we follow these drugs for alzheimer's.
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we know that once they are approved, it's very tricky to see who's going to get them and who is not. but if we use one of your machines, maybe we can see who has got some of the characteristics and then run it through a.i. and see if someone may be a candidate for these drugs to not only be a candidate for, but also monitor them through the process of getting these drugs, for example, the new fda -- and make certain -- brain changes are seen early. we can do that both with the mri and then improve even that with artificial intelligence. >> that is great. my -- position in ge health. if you ease use ge healthcare, that would make you feel better about the position itself, do
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you find there hardware good? good enough to own? >> for certain. we are probably the largest customer that ge has. although, we use all of the other oems. siemens, phillips, but i have been a big fan of ge since i started the company. and they continue to evolve. i think the fact that they got spun off from the mothership earlier this year has definitely been a benefit, not only for ge, but really for the innovation, which i think they are now freer to do, and which will accelerate some of the changes in the technology. >> that is great, one of the largest, and i know we're on the right track, because you are in the business. now, you got a huge number of centers. your in certain states, which is very clear that you got critical mass to work with certain organizations. but what i thought was incredibly interesting is that when you have these done in a hospital, they can be much more
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expensive than when you do them., which is incredible. how does that work? well, i think that is part of the legacy that we are all living with. some of this equipment started in hospitals. and has only over the last, let's say 20 years, began to gravitate to the outpatient space, which is the area that we do not operate inside of hospitals, although, we have joint ventures and some of the largest health systems in the country. university american -- w rj barnabas right here in new jersey. and as the inpatients for that matter become a little bit more aware that these capabilities are available in the outpatient sector at probably 1/5 of the cost that they might otherwise pay in the hospitals, and in a more comfortable environment,
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there is more of a progressive and active effort to move that business out of the hospital settings where they go at higher rates. we are taking advantage of that, and with a hostile joint venture, about a third of our centers centers are ventured with joint health systems, and we expect that to grow. part of that is because they realize, the health system, that business is going to continue to flow out of the hospitals and into the more affordable and convenient facilities like we own. so they want to be part of that transition. and doing the work of the hospital, which is really for acute care medicine. >> you have a number of centers, and most of the ones i know are owned by moms and pops, so to speak. i imagine you could buy them and rationalize them, make them better, and probably double the size of your operation? >> yes, we could. i think doubling it is a challenge. not so much because the
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opportunities are not there, but because of labor issues and whatnot. and having to scale up. and what we are working on, which i think is going to help us immeasurably are artificial tools to make the whole experience by the patient's similar to what they might be doing by going into finding appointments for hotels or for restaurants. something that can be done with more accuracy and less human interaction. that, along with tools like we are trying to embed in the equipment itself to shorten scan times and make the outcomes more reliable and actionable, particularly for earlier diagnosis, that is the key. >> i think our viewers are right. this is an incredibly interesting company. come down a little and it might
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be the right place to be able to get involved. that is howard berger, -- of radnet. thank you for coming on "mad money". "mad money" is back after this. >> coming up, cramer takes your calls . and the sky is the limit. it is a fast fire lightning round, next. ♪ ♪ every day, businesses everywhere are asking: is it possible? with comcast business... it is. is it possible to help keep our online platform safe from cyberthreats? absolutely. can we provide health care virtually anywhere? we can help with that. is it possible to use predictive monitoring to address operations issues? we can help with that, too. with the advanced connectivity and intelligence of global secure networking from comcast business. it's not just possible. it's happening.
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>> ♪ >> it is time for the lightning round, presented by [ indiscernible ] and then the lightning round is over. are you ready? herb in california. herb? >> caller: hello, thank you. first-time caller. thank you for taking my call. >> of course. >> caller: my question is about fox stone mortgage trust. >> i am tempted to say yes, but the problem is, i do not know what to end the trust. therefore it is too much a block box for me. therefore i would not go for it. tammy in montana. >> caller: hey jim, this is tammy. hi. i would like to know what your thoughts are on the stock sun run. i've had it for a while. i've lost a lot of money in it. >> the solar stocks are tricky, i am not recommending any stocks
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of companies that are losing money. it is just too hard these days. let's go to randy in alaska. randy? >> caller: hey, jim. boo yeah. >> boo yeah back. what's going on? >> caller: extra space? >> if i'm going to be there, i'm going to be psa. that's the better of those two. let's go to bradley in ohio. >> caller: hey, jim, a big cleveland browns boo yeah. >> i just need a better running back, boo yeah. >> what's up? >> caller: that's all right. should be back up the truck to fifth, third? >> we can't. the reason we can't is the regional banks are -- i do not think the numbers are going to go up, i hink they're going to
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go down therefore it will not work. let's go to michael in north carolina. michael? >> caller: boo yeah, jim! [ indiscernible ] making us money >> yes. >> caller: -- energy, what has happened to that stock? >> is not that will run to begin with. it's really hard to understand deal. i am concerned about the dividends. so i'm going to take a hard pass. how about sean in pennsylvania? sean? >> caller: hey, cramer, big boo yeah, go birds. >> go birds, what's happening? >> caller: i'm wondering if you could look at to fmc for me. >> remember the big red letters? it's a great ad play, it really is, i think it's one of those feed the world places. right now it is out of step with the market. but we always have to feed the world. i like fmc. stephen in new york. >> caller: how are you, mr. cramer? what's happening? >> caller: i just like your
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opinion. [ indiscernible ] buy, sell, or hold? >> i just don't want to. the independence and premium that the way to go. jeff in new york. new jersey, i'm sorry point >> caller: what you think about [ indiscernible ] >> i was going over today. for the investing club. and we were both shuttering about that. that is from hades, were not going to go with that. and at the conclusion of the lightning round. >> the lightning round is sponsored by charles schwab. coming up, survived the unknowns. thrive in any market. cramer invites you to the game of games. play, am i diversified? next. >> boo yeah, jim. i love you, man. i've been watching from day one. >>
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>> boo yeah, jim. your integrity makes you the boo yeah saint of wall street. >> boo yeah, jim! >> quadruple, that is a lot of boo yah's. >> ♪ >> september re-tab it on the market, and so far, other than today, october has not been that much better. at times like these, in investors tend to panic, which i view as part of [ indiscernible ] when it comes to investing. i think if you have a diversified portfolio, you can weather any of the markets. or it is down months. that is when we play am i diversified? to see if your portfolio is diversified enough or if you need to mix it up a little. let's start with jeff in idaho. jeff? >> caller: boo yeah, mr.
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cramer. thank you for taking my call. >> of course, jeff. thank you for calling. what's up? >> caller: i have my five stocks. you nt, boeing, mcdonald's, ncd, at&t and wells fargo, wfc. is it let's go work on this excellent group of stocks. wells fargo by the way reports on friday, union pacific is a crackerjack, i like that. boeing, excellent. mcdonagh mcdonald, we will get into the glp-1, fast food. well, big position for travel trust and att, i don't like to [ indiscernible ] it's bank, fasting, aerospace, transport, and it's perfect. even though i don't necessarily like at&t. let's go to bill in massachusetts. bill? >> caller: hi, jim. this is bill. am i on am i diversified? >> yes, absolutely. that is what we are playing.
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>> caller: my stocks? >> yes, i think it's a good idea to get your stocks. >> caller: over the last two years, having a great time. >> thank you, big meeting this wednesday at 12:00. counting on you. >> caller: i will be there. my biggest holding, my favor holding for about 24 months has been -- nvidia. my second is ge healthcare. my third is -- and amazon. and then pioneer. >> you are cooking with propane serve. ge healthcare, -- here is what is important. of these, the only one that is really down is ge healthcare. and that is the one i want to be bought right now.
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so take that away. the other ones have all moved a lot. lily we know is a premier drug company. we know that for the weight loss drugs and diabetes. amazon is one of our large positions. we've owned it forever. pioneer we are hoping for good news maybe this weekend. nvidia, what can i say? own it, do not trade it. angie healthcare is the one that i'm telling people to buy right now. a drug company, a retailer/tech company, healthcare, generative a.i., and then we have oil. again, excellent diversification. i love it. i just love it. let's go to phil in michigan. phil? >> caller: boo yeah, jim. >> wow, big guy. what you got for me? >> caller: i am a cnbc investing club member. 20% return over the past two years. not going down or flat. >> and don't forget, nvidia, own it, don't trade it. >> cnbc investing club team, jeff, and there is the club
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instruction crew. >> chef jeff is what we call him because he mixes up so well. how can i help? >> caller: by top stocks are, starting the larger, -- networks, --, ford, -- >> i miss the last one. >> caller: huntington bake? >> let's go to work here. these are all have come a cybersecurity. eli lilly, we know about those -- proctor got her today because it's been hurt because of the gop because of the wk kellogg. it doesn't even make food. the regional banks are horrendous, but this happens to be a well-run bank. bank, auto company, consumer packaged good company,
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cybersecurity company and a drug company. once again, i am blessing this. i am blessing this. do we have time for greg in texas? greg? >> caller: boo yeah, my brother. i've got exxon, delta airlines, draftkings, freeport mac moran, sm ci. am i diversified? >> i miss the third one. what was the third one? okay. draftkings. got it. let's go to work here. draftkings, jason robin doing a terrific job. let's call that gaming. freeport, largest copper company in the country, exxon mobil, big dog. we know that, although chevron is bigger. delta, they report next week. and a little technology here. tech, minerals, gaming, oil, and gas, airline, again,
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everyone passed. everyone passed. maybe making it too easy. franco in new york? >> caller: hello, sir, how are you? >> i am good, chief. what is happening? >> caller: here are my stocks. i have gold barrack, charles schwab, kellogg, ralph lauren, and pepsico. am i diversified? >> okay. let me see. pepsico got hit. we know that because of the frito lay partnering. ralph lauren, not my favorite apparel stock. doesn't seem to be doing much. charles schwab 51 today. seems too cheap. even for the trust, we were debating. kellanova, the snacks spin off of kellogg . depends on how you appear. and the barrack, which is gold. we got minerals, snacks, finance, apparel, and a problem.
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we've got snacks and pepsico too. frito lay. i knew that somebody would have a problem. we have to make a change here. were going to get rid of kellanova. and why? get eli lily. and then when we got? i like to say there's always a market summer. i hello. i am brian sullivan and tonight a seismic shift in energy. exxon could be making one of its biggest deals ever. the uaw might have the upper hand over the big three. and a major announcement in the case of sam brinkman freed. enough already. another round of price hikes coming. week five of the
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