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tv   Mad Money  CNBC  November 5, 2024 6:00pm-7:00pm EST

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>> good trades all around. happy election day to everyone. get out there and vote. if you haven't already, your polls might be closing soon depending where you are. thanks for watching fast money. mad money with my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always someone working somewhere, and i promise to help you find it. mad money starts now. hey, i'm cramer. welcome to mad money. welcome to cramer. and i'm just trying to make a little money. my job is not just to entertain, but educate you, to teach you. so call me. tweet me at jim cramer.
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and at the end of today, it makes you feel no matter who wins, every stock could go higher from tech, aerospace, even healthcare. we saw some tremendous gains, which added up to great performance. s&p jumping 1.23%. >> all aboard. >> and in the coming weeks though, at the end of the day like today, you can't expect them to visit this place daily. instead, we're going to have to deal with the cold heart reality of the federal reserve that might be a little more timid about cutting rates, getting the robust nation of the economy and the numbers we've been seeing. we will be facing days or maybe even weeks apart. if the election is too close for anyone to throw in the towel. we can't be sure who the next president will be. but there is just so much we don't know, which is why i want to change tech entirely tonight. i want to highlight ten stocks tonight we will do well under, with either wand cat. companies that almost have to
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do well because of seismic trends and management. companies that no white house would get hung up on either because they're beneath notice or they're perceived as good corporate citizens by both sides. stocks and industries that neither trump nor harris have ever targeted in the past. the first grouping, let's get right to it. bargains. i like walmart, i like costco, i like tjx. parent company of t.j. maxx and marshall's. each retailer has been doing tremendous, by pushing down inflation. neither candidate can mess with that proposition. walmart is trying to hold the lineup on prices, especially the food aisles. have you seen the $5 selections they have? the great value offerings? they're incredibly cheap and particularly loved. the stock is so, so cheap. ever since walmart upped the gains by improving wages, giving managers more discretion for what their stores carry. and speaking in high fashion in the $15 -- i'm not kidding, the $15 aisle, oh, it has been a
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huge win. costco's got a business model where they make most of their money off the membership card. it's about getting as much volume as possible. that's why everybody loves it. that, and of course, the free samples. i had a little pizza the other day. oh my god, are they good. we love going down the aisle just imagining how much more we have to pay at some other store. we love the bathroom and kitchen section is so fantastic. tjx is such a go-to chain for clothes. i spend a lot of time looking for anything my size whether it is belts, shirts, slacks, as my papi would call them. i can't go by the one down here without going down the escalator and taking a look. maybe there is something i don't need that i now need. all three of these retailers work even if president trump installs high tariffs. and even as they see the overseas operations. next, can you guess it? netflix. netflix is one of the world's
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greatest bargains because they make programming for all sides of the aisle. you know it's not going to get hammered by whoever comes out. there is no percentage in going after netflix. we have a habit of waiting for at&t or verizon to get better. and if you want to take america by storm, the best value is t- mobile, which is why they seem to report great numbers every quarter. t-mobile has the best retention, lowest turn. and it is like apple. they used apple, the ones that said apple sales were good. plus, the ceo hates to lose. that is a great quality in a chief executive officer. hey, speaking of hating to lose. the ceo of palo alto network and crowdstrike, they are both extremely competitive. they know how to stop better than anyone. i know it hurts the diverse case, but they own both of these stocks. i'm a huge believer in
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cybersecurity. i'm not going to be left behind by great stock here. there is so much crime happening online. these companies literally cannot handle all the business. last night, last night i saw one of the greatest quarters i have ever witnessed. a quarter from a company that i finally told you to buy not that long ago after fighting for ages. i'm talking about yes, indeed, palantir. they have a big cybersecurity business. and they are mainly a defense contractor. they bag about making their clients more lethal. and judging by their numbers, which included an accelerated revenue growth and phenomenal margins, they're clearly accomplishing those goals. i want to quote the ceo who is great. given how strong our results are. and there is a guy, a guy that's great. i love the bipartisan nature of not spending that much on defense hardware and training, instead relying on them to get
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it right for you. this one is a real crowd favorite, by the way. it's up 198% of the year, and i bet it keeps running regardless of who takes the white house. congratulates to alex and friends. next up, everyone wants an environmental play that could work with either party, right? good luck finding one. the best one is ge vernova. the stock is up so much. you can assume it is something to offer for every utility and hyperscaler. i know we're all falling in love with nuclear power. i get that. one day it will be important again. maybe the next decade. right now though, if we want more electricity, we're going to need it from natural gas, wind and solar. ge vernova has natural gas turbines, windmills, and the best possibility of nuclear. although the company will tell you don't get your hopes up for nukes any time soon because it takes too long to build these plants. i like the fact they're upfront about it. the that's terrific. and finally, cintas, i love these guys.
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they supply fire safety equipment, some other stuff. do you know why i love this one so much? it caters to small business. neither the democrats nor republicans can resist talking about how small businesses are the backbone of the american economy. you hang around politicians enough, you can't believe how many times they talk about this issue. nobody ever lost an election to this country by panning too hard to small business. of course, they approach different. republicans want to cut back regulations and make it difficult to operate a small enterprise. and democrats want to give them small loans or big loans. who is right? that's not my job. my job is to tell you how to profit from the bipartisan brace of small business, and you can do that by purchasing the stock that's called cintas. there you go, ten stocks that can work no matter who wins in the election. that's right, no matter who wins. and market wide selloff tomorrow, get your engines ready. if we don't, how about this, buy small and hope the feds say the wrong thing thursday, and it gives you better management point. imagine getting it, bam. otherwise, wait for your pitch.
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you know what to swing at. >> that was easy. >> how about we go to joe in jersey. joe? >> hello, mr. cramer. thank you for taking my call, and thank you for all that you do for us. >> chief, i love it when you call. let's go to work. >> okay. i'm looking to add a mining company to my portfolio. >> really? >> and i was thinking of buying barrack gold. what i like about them, they're also in the sale of copper and silver as well. nice dividend, over 2%. i don't know, should i buy them? >> well look, i'm going to be a little -- i understand they have copper, and i think they have done an okay job. the notice i said okay. but with gold soaring here, they're going to do better with american eagle. that's a big change. and we had them on, and i
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studied them. i said you know what, i feel we should go to massachusetts now. let's go with to todd in massachusetts. todd? >> hey, jim, first caller, booyah. the how are you doing? >> yeah, bring it on, todd. what's happening? >> first of all, big fan of the show. >> thank you. >> i especially love your ceo interviews. getting a lot of good information. >> we have some good ones tonight. i would buy both stocks right now. the what's happening? >> okay, so i had a hospitality company since 2020, mid 2020 during covid, up over 300%. still doing well though. and i'm kind of wondering, is hilton, hlt, and i'm wondering whether i should ring the register or whether i should, you know, buy some more? >> you can hold it. i've got to tell you, yesterday there was a crude injustice. a reporter, really good numbers. all the analysts are saying the
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stock was going down. did they listen to the call? i thought it was like a great call. i finished and looked at the stock. who are these sellers? what do they know? i mean honestly, get lost, you know what i mean? the stock is up three today, and it will probably go up tomorrow. we have a second joe today. joseph in arizona. joseph? >> hey, booyah, jim. hello from tempe, arizona. >> excellent, booyah. i love tempe. okay, which one? that's the only one that knows what they're doing. they know what they're doing. >> a lot of volatility on the stock price lately. do you think it's overvalued? >> i'll tell you, going in, this is one i would need to know who is going to be president. and i have been trying to stay away from the ones where i have someone who is actually against this group. there will be some volatility, and they will buy it lower after. that's my plan. i do like cigna, but i won't pull the trigger right here. if we do get a selloff before the election, you know what to keep your eye on or just say buy, buy, buy.
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i think these ten stocks will work no matter who wins the white house. i'm telling you. mad money tonight, texas roadhouse has spent the year climbing higher. is this one worth taking in? i know, it is. i'll tell you, watch the interview. i'll tell you, his stock is so good that i read the book of the founder, and it's dynamite. the major averages finished in the green today. should investors kick their feet up, enjoy the ride, or could some turbulence lie ahead? i'm going off the charts for answers. and hitting an all-time high after earnings. i'm sitting down with the ceo of one of my favorite ipos of the year. stay with cramer. >> don't miss a second of mad money. have a question? tweet cramer #madmentions. send jim an e-mail to madmoney@cnbc.com or give us a
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i can't help myself. you know, i love the restaurant stocks. and the ones that can offer their customers good value and keep winning and winning and winning, but everything else is struggling because of the current environment. what is that about? texas roadhouse, the casual full-service restaurant. these guys offer high-quality food at surprisingly low prices, and that's why people keep coming back. that and because of the cinnamon butter for their fresh made rolls. i want some. the last month texas roadhouse reported another quarter with great sales growth. still one more reason why it had stock has been on a tear. and also last month, management ran the closing bell at nasdaq to celebrate 20 years as a publicly traded company. but get this, they now had more than 2,000% gain if you are in.
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not too shabby. do they have more room to run? let's check in with the ceo of texas roadhouse to get a better sense of where this company is headed. welcome to mad money. >> thanks, jim. appreciate you having me. >> all right, jerry, let's get started. a lot of people felt one, if not, the most rowdy crowd we have seen in new york involved in the stock market in a long time. it was your 20th anniversary. is that because of the incredible percentage gain or so much loyalty of your employees and your customers that people can't resist going crazy? >> and that's absolutely right. we like a little rowdy enthusiasm. i hear you have a little fire in you too? >> i like to think you do, sir, but i don't know. i've got the made from scratch by ken taylor, whom i have studied in many different ways. he was a legend, and he has put you in a great place. if you get there between 3:00 to 6:00, even a quarter till 6:00, you can get the best price anybody is providing right now in this country.
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>> yes, the early dining feature that we have, 20 years as a public company. we're really excited to celebrate. probably the most important thing, jim, i was surrounded by operators, managing partners of this organization. they were there to celebrate our success with us because what they do every single day. they create an environment where their employees want to work and guests want to spend their time and money. we need to earn that. we will get after it every day. >> i know you have evidence. i went to look to see how you guys did, how much you were hurt by the terrible storms in your area. it turns out anybody that didn't show up when you weren't open, they came back later in the week. you had people that were literally not going to miss their texas roadhouse. >> they seemed -- if they missed us for a few days, they sure come back in groves. the you know, that was a terrible event down there. the fortunately we pulled through it as a business, and our people. but it was exciting to see our guests coming back into our open restaurants. >> the other thing i like about
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you guys. a lot of people want to help vets. we all want to help vets. the best way to help vets, the actual military ties to do homes for our trips. that's something i learned from the great people at home depot. you seem to be in a similar tradition? >> yeah, we have been with homes for our troops for 20 years. we just helped fund completely the 400th home. we were very, very excited to be down there to dedicate that home. come monday, it is veterans day. last year we handed out 700,000 coupons and gave away $2 million worth of free meals. so we're happy to see our veterans. we're excited to shake their hand. come monday, it will be all about the veterans of this country. >> again, you're not just saying good job. more than a pat on the back. i want to talk about value for a second. you, and another outfit i like very much, brinker, seem to recognize even though i know we have good employment in the country, prices have really flown up.
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i mean you go in to a supermarket, you can't believe it. you go into a restaurant, the prices are crazy. how they have been able to hold the line? >> well, you just need to do the right thing by your business and by your guest and consumer. we talked to our partners twice a year to really talk about the pricing side of it. we work with our vendors to try to do everything that we can. but we are working, you know, it settled down, but we're working in a tough environment from profitability standpoint. so we need that top line. and that's really what we focus on, that top line, a great experience for our employees and for our guests. that will take care of our business. >> i think it is fair also. i want you to introduce the other concepts. it's not just texas roadhouse. the we'll be selling short your other businesses, which is very good? >> yeah, we've got bubba's 33 with burgers, pizzas, rock 'n' roll, and some sports. and then we've got a newer concept, jaggers, which is more of a qsr business, which is burgers, chicken sandwiches,
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fresh made salads. hey, a banana split milkshake. if you take that tater tot, it will light you up, man. i'm telling you, you're going to love it. >> i'm going to texas next weekend, houston, dallas. i'm not kidding. i'm about to get lit. you'll be surprised. i'll come back. and we don't have one close to us here. it's driving me crazy. will you please put some in the city or suburbs of new york city? >> yes, sir. we've got one in new rochelle, so you've got to get down there and see it. we've put on a lot of great things. but new rochelle is definitely on the map. we would love to have you. >> you are in almost every state, aren't you in 49 states now? >> yes, absolutely. >> how do you handle the idea you could have national advertising, but you don't seem to have -- it might be too small of a footprint to go on the nfl, that kind of thing? >> well, we just believe we get into our local communities and become. we build a restaurant, we focus on food and service in our
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community partnership. we don't want to get addicted to that money on the tv side of it. we just go out and shake hands with people. we bring that fresh baked bread and that handmade honey cinnamon butter that you were talking about in the intro. i'm telling you, people smile and light up when we bring fresh baked bread and honey cinnamon butter. >> i've got to tell you, so i'm listening to you. i'm thinking why can't anyone else do what you're doing? because it's not that high. in real life, people don't have that. and i've had restaurants. most of the people are pretty grim. they're not excited to be there. i mean what is your ticket? how do you get people to be fired up who work with you? >> well, you've got to have a passion for life, a passion for your job. you know, texas roadhouse, i was a roadie, 27½ years ago. i was welcomed to this company by our founder as a partner. he talked to me about that
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passion, partnership, integrity, do it the right way. and hey, why not have a little fun while we're working hard, getting some great results in. there's good times and bad times, but you've got to love what you're doing or why are you doing it? >> well, i've got to tell you, i might not eat friday, so on saturday and sunday, i'm going to come down, and people will say what the heck happened to you? any way i want to thank you so much. you are just a delight to come on. you know, i've been trying to get you on forever. jerry morgan, ceo of texas roadhouse. unbelievable stock, and i'm going to find out how great the food is this weekend. mad money will be back. coming up, it's all in the timing? cramer is going off the charts and looking at key timing cycles in the s&p 500 that could be pointing to a move higher, next.
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so you can feel confident in your financial choices. they really know how to put two and two together. voya, well planned, well invested, well protected. take the averages for nasdaq, best day in a month, possibly in anticipation of the election results. but you need to keep in mind, we don't know who is going to win. we might not have a clear outcome even if you stay up until 4:00 in the morning waiting for the votes to be counted. plus,s , even if you do know, at a moment like this where stocks have done pretty darn well, but we have some huge unanswered questions. the first is about the election and then about thursday's fed decision. you know what, it is good to
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take the subjective opinions out of the equation for the moment, especially when we are dealing with anything political. instead we need to fall back on something quantitative. that's why we're going off the charts. she's the brilliant technician that is working on x, formerly twitter. about six months ago, she went positive on the market, represented by the s&p 500. i love that. what does she see in the market right now? all right, first take a look at the daily chart of the s&p 500 cash index. in the middle of last month, the estimated new high that was just beyond one of our major upside targets of 58.15, you can see the nice burst there. for those of you who don't remember, boroden likes to come up with key levels to watch by running those through numbers. the it's an important series of
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numbers. snail shells, pine cones. we have no idea how this analysis works, but there is no denying these ratios show up, the key support resistance levels. this time the s&p 500 cleared a hurdle, created by 127.2% extension of the previous decline from july 16 through august 5. as boroden sees it, the s&p has hit her minimum upside target of the last decline. keep that word minimum in mind. and it came right at the confluence of six timing cycles. don't forget, boroden can do the same analysis for both the y axis of the price chart and the x axis, which is time. and she runs them through the machine to find dates where the index is more likely to change their trajectory. in this case, six timing cycles between october 16 and october
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18, right here, okay. the actual high was on the 17th. the since then the s&p has rolled over. even if it moves up 100 points from the october high. at the same time, she likes to watch the five-day moving average, and the 13-day moving average. these two in combination are her favorite buy and sell signals. when the five day falls below the 13 day, that means the action is getting uglier. it makes her want to sell. unfortunately we've got that bearish moving average cost over the last week, which tells boroden this market is now vulnerable to the dow side. staying to the moving average, which could jump over the 13 day. and then it will go back like that. but look, it could happen. see, it could edge that way. now taking a step back, boroden believes this chart is still bullish with the s&p generally headed in the right direction. but the bears might still be in the driver's seat. that's why she says we need to be watching for both time and price parameters for possible bottoms. we need to watch for signals
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that yesterday's lows might stick. now, i want you to take a look at the second version of the daily chart. right here, you can see we have a very heavy confluence of timing cycles coming to this week. this is really important. between yesterday and thursday. right on top of the election, right on top of each other. if we go lower from here, she might want to be a buyer potential, leading to a reversal back up. in fact, it's very possible the s&p already made its low yesterday, and today was the first day of the rebound. see, i'm giving you a positive rap. and they don't tell us anything about price. they won't say if there is a level or the s&p is likely to find the footing. they will just give us the time window, not price window to watch. fortunately that pricing window is now. the one more thing, these timing cycles don't always create big reversals. that's why boroden says you need to watch this time window for the key signals that might reflect the new trajectory. hey, that's the time factor. why don't we get to the price
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factor. take a look at this chart. this is the third daily chart of the s&p 500 with all the key lows. don't you love this? the key support levels will start. this is the support, okay. the that's down about 80 points from where we will close today. and the lower zone today to 5.629 to see this is a lot of support here, okay? they could bottom there. but with the third one, so now you just have floor, floor, floor, floor, floor. she says we could find our footing at any one of these levels this week, although they will say it might as well be the bottom. the low kicked in exactly the right time and exactly the right level. but while we have not gotten a big bye trigger, the moving average, when that happens is when you're going to know we're in a good place. we have seen smaller bye triggers from the 15-minute chart. meaning the chart from each tip will represent the 15 minutes
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of trade. in the end, boroden thinks that they have a reason to be long right now. and seeing that s&p has filed this footing. but she stresses the election could send the market into a frenzy. even if yesterday's lows doesn't hold, she would still be waiting for a potential buying opportunity on the way down with all these different timing cycles as a floor. here is the bottom line, the charts different. s&p may already have turned around. even if today's gains proved fleeting, there is a good chance the index could make a short-term bottom some time this week. keep your eye out on potential buying opportunities. high-quality stocks as we mentioned in the top of the show. this could be a very, very volatile few days. i say we take calls. and i would like to start with jim in georgia. the jim? >> jim, booyah from another jim. >> booyah, my friend. what's happening, sunshine? >> let me say thank you so much for helping us and helping me.
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i've been a member of the club for several months. >> oh, excellent. >> you know what, jeff and i try to do as best as we can for you. when we hear nice things about club members, i always stop and say thank you. so thank you very much. now let's go to work, jim. >> yes, sir. well, my daughter has been fighting brain cancer for eight years. and you've helped me build a war chest in case we need it for her. and i just can't thank you enough. >> well, i want to wish her best of luck and strength. i want her to is have strength. let's go to work, try to help, but that's my keyword for you and for her. thank you. >> okay. and you were -- you did a video of a drone that capabilities. i saw it in '222. i bought some of the stock then, i doubled it in '23. earlier they came up with a switchblade loitering drone, like a billion dollar contract
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from the army. these drones were projected to grow by the end of the decade. and it's army. i would to have loved to have these. what do you think? should i book now or buy it? >> and i hear that switchblade, you know, i'll tell you this, jim. without a doubt, i want you to stay in it. i think both candidates favor spending a little less money on defense and getting a bigger bang for the buck. that's aeroenvironments. again, i want to wish your daughter the best. i will be thinking about her. i want her to stay strong, and you too. suggesting s&p has found its footing. even if it is volatility around the election picks up, you should keep your eyes peeled for the buying opportunities out there, including the list of stocks that i gave you in the beginning of the show. and plus they have been one of the best ipos of the year. i'm learning more about what's driving the act and trying to figure out the winning or losing stocks with either the harris or trump administration. i'm sizing up various corners
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of the market. plus, all your calls. tonight's rapid fire. stay with cramer. tamra, izzy and emma... no one puts more love into logistics than these three. you need them. they need a retirement plan. work with principal so we can help you with a plan that's right for your team. let our expertise round out yours.
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all right, what the heck happened to the u.s. solutions today? this is one of my favorite ipos of the year. they handle product testing for both the supermarkets. and this stock had a big run from when they became public in april through their highs in late august. but since then, they've traded sideways. today, ul solutions reported another set of excellent numbers. the best quarter since the ipo.
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they delivered numbers, with management expecting organic sales growth in the current quarter. now look, the stock shop up 14% on the news, soaring to an all- time high. and then they got hit, finishing the day in the red. the whole day was a race. i think that's nuts. we need to know more about what's going on here, so let's go right to the source. the president and ceo of ul solutions. jennifer, welcome back to mad money. congratulations, this is your third consecutive earning beat, 9.3% organic growth. i want to give you the floor. how are you able to get such great numbers? >> you know, we are thrilled that our third quarter performance extended the momentum that we saw in the first half. and it is really all grounded in these mega trends. the electrification of everything, the energy transition, the need for sustainability, the digitalization of products. it's just an exciting time to be in a product testing business. >> well, let's go over -- let's use the example of battery testing. now you spent a lot of money
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for new battery testing plant in michigan. the also, you're doing work in korea. tell us why you need such big facilities. what are you doing in them? >> you know, these facilities are really important because as you think about the electrification of everything, there's a complete shift in the way that energy is transmitted, generated, and then stored. and that storage is really what these batteries are doing. you know, they're electrical storage systems. and what you need to do, you change the size and the scale of what those batteries are powering, you change the size and the scale of those batteries. and so those testings need to change. we started, we opened a large- scale battery testing lab in china in 2021. we followed our customers request to extend our capabilities into korea. and then we see this tremendous need in the north american
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market with all of these battery companies coming in to north america, and the need for them to test their products that are going in to these large-scale industrial environments and into evs and hybrid vehicles. the demand is real. so in our lab, which i still hope you come visit, jim. you know, we've got a bunker that we built. we've got this giant kiln and this huge fan, and this big pool that we dunk batteries into and shake tables, all sorts of really interesting things to stress test the safety and the performance and the quality of these batteries. >> and now you mentioned chinese. i know my wife recently rented a couple chinese cars when she was in europe. should we presume that they've been vetted by your company? >> you know, we've been in china for over 40 years. in fact, i was just there last week. indeed, we work with many
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chinese auto manufacturers and their battery supply chain in ensuring the safety of both the batteries going into those vehicles, as well as the charging stations, the enclosures, and the whole ecosystem around the supply chain for how electricity gets into vehicles. >> well, let me ask you something. are there a lot of people that feel china is not doing well obviously. there are elements, things are not good. but the one thing i keep hearing they never skimp on is safety, that they are incredibly safety conscience, and they would be one of the earliest adopters of what you offer? >> you know, absolutely. what we've seen in our 40 years in china is the manufacturers in china who are looking to get their products into north america, into europe, and also locally. everybody cares deeply about safety. i think it's a universal, fundamental element of humanity that we want to be safe, we want our children safe, we want
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our families safe. and so we've had tremendous relationships, long and deep, with manufacturers across china for many decades and their pursuit of bringing safe products to market. >> well, i'm thrilled to hear that because they've taken over a huge percentage of almost every country's vehicle fleet. now i know some of the bigger things, you went over the mega trends, but you talk about themes that drive sales and growth, which is terrific. product launch, you had trade, regulation, and you have cap x. trade and regulation, trade might go down under president trump, and regulation might go down under president trump. is that something we should be concerned if we're thinking about taking a position in ul solutions? >> you know, for us, if you look at our history that we've published with regard to our growth rates, we've grown under democratic and republican administrations. we help our customers work through a previous round of tariffs. we understand really what drives our growth and our
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customers growth, it's innovation, and it's rnd, and it's investments. all of those great ideas that continue just to fuel, you know, safety, security, sustainability, and productivity across all of those product lines. so we feel good about our current position and our customers' current positions. >> okay, one last thing, in september there was a secondary offering. i know you're majority shareholder for u.s. standards and engagement sold a big chunk of shares. is that something we should start expecting could happen and be ready for that, or is there no desire to sell it down on a particular level? >> you know, i can never speak for any of my shareholders. we do appreciate the relationship that we have with ul standards and engagement. they produce a significant portion of the standards that we test to as the standards development organization. and they are also focused on
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primary research in safety science across a multitude of areas. so you have to ask them what their intentions are, but we're pleased with our positions and our relationship with them. >> fair enough. i want to thank you, jennifer scanlon, president and ceo of ul solutions. once again, congratulations on a terrific quarter. it's great to have you on the show. >> great to see you, jim. thank you. >> thank you. i hope to visit you in the bunker. mad money will be back in a moment. >> please, please come visit. coming up, cramer takes your calls, and the sky's the limit. it's a fast fire lightning round, next. new projects means new project managers.
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it is time. it's time for the lightning round. the and then the lightning round is over. are you ready? we'll start with gary. gary? >> hey, jim. thanks for taking my call. before i get to my stock, i have to tell you, i bought nvidia in 2019 on your recommendation. and now i am a 3,500%. i'm one of those nvidia millionaires that you and jim could talk about. >> i've got an old friend who says his daughters are both nvidia millionaires as they watch the show. now that's a club i want to be a part of. let's go to work. >> fantastic. and how about buy or sell? >> i love broadcom, when we were out on the coast. and i absolutely love what they
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had to say. he came, he saw, he conquered my brain. i like broadcom. the let's go to cy in florida. cy? >> hey, how is it going, jim? >> i'm having a good day. how are you? >> i'm doing great. >> i was the first person to vote today. first person to vote. yes! >> okay. well thank you. and i'm asking about skywater? >> it's a complicated story because they're losing a lot of money. i have semiconductors. i'm giving you broadcom because i'm a charitable fella. let's go to anthony in california. the anthony? >> booyah, cramer. >> that was the best. and i know it is only tuesday, but that is a hell of a booyah. i'm sorry. >> i want to get your take? >> yeah, you know, i mean this is one of those, it had a 52- week high today. it is a really good company.
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you know, when you've got these companies that serve and maintain, electric, plumbing, they work. and i might have to go to ben, the research director, the chief scientist and do a piece on this one. let's go to jim in new york. the jim? >> hey, booyah, jim. you know, saquon barkley, you're welcome. and they went down 50 points in like four weeks. what's up? they have a new executive? >> you know what, they rang the bell yesterday. and i was quite surprised. i was calling out for the numbers because i saw what you did. i think it's a buy. i think there's going to be a lot of stock issuance, and this is -- you hardly ever get this stock down here. i think it is a buy, and i would pull the trigger because it's good.
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let's go to kalie in california. >> hey, jim, booyah from the west coast. >> okay. let's go to work. >> my dad has been watching your show for some odd years now, and i'm going to pick up his torch where he left off. >> i love that. i love that. i see kids watching with their parents. i see the grandparents with their kids. i love it. let's go. let's do something. what do we got? >> all right, man, i'm calling about merck. it recently hit a 52-week low. i'm wondering if i should add. >> i want you to buy more. let me tell you, i've been going over this story. a lot of it was china. china has wrecked so many companies, but then they wouldn't give their own people. and how much do they hate us that they wouldn't give people what they needed to be able to stop hpv? it is a shame. but i think that business will come back. in the meantime, i like merck. i think you're in good shape with merck! i want to go -- no, i want to be done. i've got to go. and that is the special
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election day lightning round! >> the lightning round is sponsored by charles schwab. coming up, harris stocks verses trump stocks. as people make their way to the polls and voting comes to a close for decision 2024, cramer's explaining why the two groups may not be as clear as black and white or red and blue, next.
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let me ask you something. if you had the results of the election in hand, would you really know what to buy or sell? making that a lot harder than what you think. the that's why i started the show with a list of stocks that can thrive no matter who wins
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because they have no opponent. and it seems obvious for one candidate or another. it doesn't get enough attention. take apple, for example. we know the biden and justice department is no friend of apple. if anything, they see what it has done to stay on top of the phone business. apple has maintained monopoly power in the smart phone market by simply staying ahead of the competition, and by violating federal anti-trust laws. pretty ominous. and should you sell apple if harris gets elected? not so fast. the first off, apple fell when the justice department started gunning for them. now the stock is in the $220s. not too bad. even if you're worried harris will stick with biden, what makes you think it will do better under trump?" thinking through various outcomes." and they explain how trump's proposal for 20% tariff on all foreign made goods would
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include apples goods. according to the analyst of bank of america, if we get the tariffs, and apple doesn't raise prices to offset the damage, it could cost 30 cents per dollar. and that might cause downgrades. sure, apple could move their manufacturing from china to indonesia or vietnam, but they can't do that overnight. and so knowing that, how could you conclude trump is better for apple or harris? i love apple. don't trade it. it is impossible to know which candidate will do more damage until we start hearing about cabinet appointments. sometimes it doesn't matter either way. the federal trade commission has something for amazon. and i honestly don't care if amazon gets broken up. there are synergies to keep these businesses together though. i bet wall street would love a spin-off of amazon web services too. plus like apple, amazon has been an incredibly strong stock during the biden administration. despite the volatility from the ftc. it would definitely be more friendly. but don't forget, trump hated
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amazon when he was in office. he thought they were ripping off the post office, and evading state sales taxes, putting traditional retailers out of business. there was tremendous scorn. and everybody assumes the republican president would be better than the democrat for the oils, right? had and maybe a drill party. trump personifies that. but that's only, that only means trump is good for oil production. it doesn't necessarily mean he's good for the oil industry. in the first trump term, there was so much drilling that prices cratered. the oil has done better under biden, that seems to have real contempt for the industry. the democrats have a different view of fossil fuels, so they make it harder to drill, which means less supply and thus higher prices. semis, okay, the democrats have been champions of the semis, recognizing a company like intel is of national importance. and the republicans look at the federal subsidies. i see no catalyst to drive it higher, but i do think the stock has bottom. in the end, is presidential prognostication game is meaningless until we start
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hearing about the cabinet appointments. those will tell us a lot. that will figure out -- that will figure out who the winners and losers are. but right now though there, are just too many political angles to every single stock story. just for you here on mad money, i'm welcome to cnbc your money, your vote. we're live from the heart of capitalism, the new york stock exchange. i'm kyle quintanilla as we break down what the elections mean for your money and the economy. riding shotgun with us tonight, the voice of the american investor, jack kramer, plus we'll talk to some o

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