tonight. great to have you here. >> and the break i learned that dark roast. >> this is revolutionary. >> it really. >> is important. >> this is the more you know kind of thing. it's actually. >> the weaker coffee than the blond roast. >> we learned that from michael. >> thank you michael. >> final trade agnico eagle mines. >> thank you. >> for watching fast money. see you back here tomorrow at five. mad money starts right now. >> my mission. >> is simple. >> to make you money. >> i'm here to level the playing field. >> for all investors. there's always. >> a bull market somewhere, and i promise. >> to help you find it. mad money starts now. hey. >> i'm cramer. >> welcome in buddy. >> well, mark, you make friends. i'm just trying to make you a little. money and we're going to do that. my job is not just to entertain them. >> to educate. >> it's going to teach you. call me one 807. >> four three cbc. >> tweet me at. >> jim cramer. be nice. when we value stocks in this environment. >> we tend to think. of how they'll. >> fare in a world of rising

long term interest rates. paypal paypal. or how to perform under the new presidential regime. >> we care about the sector and how. >> it's behaving. >> but how about the companies? how about. >> the. >> people who run them? we don't. >> talk enough about the people. >> who run the enterprise around here. and some not all situations, but some. >> that is. >> all that matters. if you want to make huge amounts of money, which you do. >> the transcendence of. >> the enterprise. >> thanks to the leadership of a great ceo. >> why not. >> celebrate it? >> hey! stop denigrating it. at least. >> so in a day where. >> the average did well, the dow gained 169 points, sb climbed 0.53%, nasdaq advanced 0.25%. >> you know what? it may pay to. >> think bigger. instead of just being in the. tech battleground out here every day. >> tonight. >> for example. >> apple reported earnings. >> now, we knew. >> coming into the quarter that iphone sales might be light and china sales might be sluggish. and that's exactly what happened. iphone sales of around

69 billion were a light versus expectations of more than 70 billion. china sales did decline 11% year over year. missed the consensus expectations by more than 2 billion. they're there. i got it out. i got the bad news out. all right. you wanted it. i gave it to you. >> of course, that. >> ignores the fact that mac and ipad both beat expectations, handily ignores the fact that the increasingly important services line grew 14%, beat expectations as well. >> and ignores strength in the. >> americas, in europe and the rest of asia. maybe outside of china, it ignores all that's coming down the pike for apple and i later, healthcare, which ceo tim cook continues to believe will be huge for the company, told me that tonight. and then on the call, the company actually gave better than feared outlook for the current quarter though. guess what? there'll be growth low single digits, you know. and then the stock had to flip positive because there were so many people betting against apple. go figure. but you know what it's like. you know apple don't trade it right. but i have

to tell you i do want more out of my stocks than just better than feared. i am tired of tech just sitting there and people arguing about it all the time. it's getting boring to me and that's why i want to go far afield tonight. suggest that we look for the companies with the best new coaches, because we know a great new coach with a fresh look can easily turn around a company, and i want to know them versus i want to start with someone we had on the show last night. it's making more money for you than any company i'm talking about. i'm talking about kevin hoffman. he's the ceo of brinker. hey, just because it's small doesn't mean you can make money. there's no rule. you may know him as the parent of chili's. you probably eat at one. unless you're, like, really rich. and you're like one of those oligarchs that biden was talking about. it's a chain of 1200 casual dining restaurants in the us. try it. they get good rings. a few years ago, hoffman departed a high level job at yum! brands, where he ran kfc in order to take the helm of brinker. that was the norm. brinker was the guy to run it. that's where they got that name i'm following. you know, i followed the company from when norm brinker was alive. my kids liked chili's. i always liked

the price point, the convivial crowd, and of course, the baby back ribs. but i never liked the stock. nothing special, marginal, meaningless. and then, less than three years ago, hoffman came roaring in as ceo. and it's never been the same. he simplified the menu. that's too hard. that's what they have to do at starbucks, too. he gave you a value meal dinner under 11 bucks and inexpensive, terrific mixed drink with real good tequila, special management and a real, by the way, and a delicious dinner for everybody. i saw it on tiktok. the result? the stock's now up more than 340% in just the past year. yeah, you're fighting with you're fighting to get microsoft and get that 1%. how about how about that? how about the 300 plus if brinker goes to 200 and hey, it's already 182, do you know that it's a ten bagger? the legendary peter lynch, the former manager of the magellan fund and the author of one up on wall street the best business book ever written, talks about how the goal of every investor is to hit a ten bagger. i think hoffman's going to give you a ten bagger. i wish tech could

still give you one second. there's where i have my cup of coffee this morning. starbucks, when this stock was beaten down to 77 bucks, the company announced that the old ceo was out. and brian niccol, the incredible and creative executive who turned around chipotle during his dark days, would now be taken over. immediately the stock took off. i kept thinking starbucks would go down at some point. travel trust owns it, wanted to buy more, but it never did. that initial run in the high 90s never looked back. in fact, when the company reported this week, the stock powered ever higher to the point where this very big dow company is now up over 40% since the last ceo got fired. why didn't the media focus on how starbucks missed its numbers? that's what i heard. yeah, i call that headline. itis the inability to capture the story in 12 words or less. here's the answer first starbucks. the coffee might be good, but starbucks, the company was really poorly run. and starbucks the stores. disasters.

i mean, that's precisely the kind of job brian knows how to do. it's what he did at chipotle. in fact, it's almost as if he were born for this job. you know what it reminds me of and i hate this pains me because this is another team. the washington commanders. the commanders. yeah. when the fabulous josh harris bought the club from billionaire buffoon dan snyder in their first year, they get into the nfc championship. it was manifest destiny for both. i have to tell you that after interviewing brian the other day, he spent the last three months figuring out what's wrong with starbucks. and he's already taken actions like putting names on the cups, bringing the condiments table back, offering porcelain cups to those who stay and spare no detail, uncovering the cover on the darn outlets that represented the end of the third place coffee house. because you could have a cup of coffee now with a juiced pc. symbolic? how about realistic? next? how about larry culp at the old general electric? this company really stunk up the joint for so long. you almost had to believe ge was merely a practical joke played on the market. larry culp didn't think it was all that funny, though. he raised some cash by selling some good stuff because

he knew every turnaround has to start with a balance sheet. without a good balance sheet, the turn would be stillborn. then he split the company into three separate businesses ge healthcare, ge and ge. ge aerospace. now, i remember going out to lunch with larry and saying to him that this power business was bleeding so much money. the spin off had to be a disaster. he challenged me. he said, look, the division is languishing, sure. but he told me not to worry. he worked to get the company an investment grade rating and then everyone would want a piece of it. i almost took my diet coke. i don't know how far larry can see around the corner, but now ge is a beloved company, the hottest one with momentum. traders can't get enough of it precisely because it makes the turbines and wind turbine. they call them turbines. i used to call them turbines and windmills that you need the power. all those new data centers. he appointed scott strategic to run what became ge vaudeville. the stock started trading independently 141 about ten months ago. now it's at 383. oh, and don't forget, it's also going to be the company that builds small modular nuclear

plants that everybody loves so much. i'll give you another one. it's kind of funny. this one is an aurora. when he took over at palo alto networks, pa, a once powerful cybersecurity company that had fallen behind the others, people thought turning his business around was too big a task. at best, he'd just be a deal maker and a so-so one at that. i knew cash is brilliant, competitive guy whom i wanted to bank with, which is why we bought the heck out of the stock when he got put in. that's the charitable trust, by the way. now, palo alto had a $19 billion market capitalization when cash took over on june 6th, 2018. it's now worth $123 billion. he created $104 billion in value. hey one more. how about this one back in darryl? he left logitech for the challenge of turning around the broken clothing company vf corp. a little over a year and a half ago, stock was trading around 19 bucks. heinous balance sheet. in july of last year, he sold off vf corp's hottest brands to essilorluxottica for 1.5 billion in cash. it was it was good, it was good. but he had to do it. but darryl, he needed the cash. sure enough, the company

reported great quarter last night. the stock shot up to almost 27 bucks. finally, let's give ibm his due. when he took over at ibm, he didn't know what it was at anymore. who knew what it was anymore. and the stock traded around 110. christian took it from a hardware outfit with a consulting arm, spun off the legacy business as kindle and kindle is doing well, too, by the way, and guns the stock to 258 as of today. now it's almost 50% software gusher of cash flow. darn thing shot up 13% in response to a great quarter. what a winner. best of all, i think that gain is sustainable. so here's the bottom line not all publicly traded companies are hostages to forces beyond the control, like a chinese outfit we never heard of. that has just made it so that all we talk about is i wish you know, i have it. i have it on the app. it's called seatgeek. that's what i'm calling it from now. i got really good super bowl doing seatgeek. isn't that what we're doing? the chinese ai company. all right. enough already. right. with the seatgeek. sometimes when you bring in a new ceo they they're offering me

stocks in the 40s. he's buying a seat a seat on the 40 right here with the seatgeek. they can turn around the whole business given the investor's spectacular gains. even when tech blinds us like mustard gas. i'm telling you on mad money, we're never going to stop searching for opportunities to make you money, not just to argue about stocks. i want to start with someone like kyle in new jersey. kyle. >> mr. jim. >> cramer, how are you, buddy? >> i'm good. i'm worried about the seatgeek coming through in time for the super bowl i don't know i'm sorry. deep seat, deep seat. what's going on. >> listen congrats on your eagles making. >> it to the super bowl man. >> i know. >> you're a. >> huge fan. you stuck with. >> them through thick and thin. >> and if brandon graham suits up you know look out i wish i wish the reads today best of luck because they are really some great people and i kid you not they are fabulous. all right. maybe we should talk i don't know, should we do some stocks? i prefer sports, but i got this contract. >> i know man. well. >> listen. >> i have a. passion for. >> football and a passion for

stocks. >> i like. >> that, buddy. >> i like that. take the over on some stocks. >> listen. >> i want to i want to wish my friend jeff a 30th. happy 30th birthday today. >> oh of course jeff man. happy happy birthday. >> so and she's got an app in at upenn. so i want. >> you to. >> talk to. >> jeremy siegel. >> to see. >> if he can get her in. >> for me. >> done, done. let me make that. can i wait till the commercial or. i have to call him now? >> yeah. >> yeah. yeah, absolutely. >> okay. >> all right, now we got to know the stock. let's even do better. let's go to the stock. >> i thought. with trump coming in. >> this thing would be. >> on fire. tariffs were announced today. >> buddy what am i doing with my cleveland cliffs man. >> you want to take the over on cliffs anytime. touchdown okay. do that i would do it i think. let me see i think it's 35 to 1 you. but look i think cleveland cliffs is so cheap now when you get the tariffs the only reason they've really been crushed is because all that chinese dumping. and that's going to end

with the tariffs because that's what they're going to really police i like cliffs of course i think nucor is a better stock. and who am i. dave's birthday. who else do we have. you gave me a long list of people. and jeff jeff happy birthday jeff i'll have you over for a couple of brewskis later. look, sometimes when a company brings in a new ceo, they can turn around the entire business and investors some remarkable gains. did i mention nvidia yet? i'll never stop searching for real opportunities to make you money on mad money. talk about opportunities. thermo fisher is on the move higher after today's earnings beat. but can the stock keep running after its post-pandemic drought? let's talk the ceo then w m the artist formerly known as waste management kind of like rh restoration hardware, posted its fourth quarter results last night, closing up over 6% today. i'm checking in with the top brass, get a read on the macro environment. and later i got an exclusive med tech player. oh my. even those on pickleball know this because you probably have your knees and they say striker, but don't open them up to see the name. just trust me. and that's been propelling the

outperformance of the stock when we speak to the ceo. so i got an idea dave stay with cramer. >> don't miss a second of mad money follow jimcramer on x. have a question. tweet cramer hashtag mad mentions. send jim an email to madmoney.cnbc.com. or give us a call at one 800 743 cnbc. miss something. head to madmoney.cnbc.com. cnbc live ambitiously. >> welcome to reinvented. >> with accenture. today i'm here with margherita della valle. >> ceo of vodafone. >> you were employee 25. >> in vodafone italy. >> today. >> you're the. >> ceo of vodafone. what is your strategy and vision for the future? >> we are changing our culture to really focus on our customers. we need to

acknowledge that change is hard, but if people understand it's for the right reason, then you get the power of the organization with you. >> at tractor supply, we understand it out here. no two days are the same. some days start early, others end a little late. some days you're taking things a step at a time, others you're just stepping away from it all. some days you're caring for your property, others your family. either way, you're ready for whatever comes next. at tractor supply, we'll help you make the most of life out here, make the most of life out here, no matter how you carl: what's up, carl nation! it's your #1 broker with the best full-service wealth management skills in the biz. tech asst: actually i'm seeing something from schwab. (uh-oh) producer : yeah, schwab lets you invest and trade on your own. and if you want they can even manage it for you. not to mention, schwab has a team of specialists for taxes, insurance, and estate planning. both producers: all with low fees. carl: we're experiencing technical difficulties... uh, carl...

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right. what's got into the stock of thermo fisher scientific this month? the big life science equipment maker that we love so much has been rangebound for the past four years. after a huge run during the early days of the pandemic. stock peaked near the end of 2021. it's basically been trading sideways since until

this month, just since the beginning of the new year. thermo fisher sold up almost 17%, including a monster 6.8%. run today and wake up a really good quarter. clean top and bottom line beat basically solid full year forecasts. so why is it that wall street is finally coming around to this great company? let's take a look with mark kasper. he's the chairman, president and ceo and a frequent guest of thermo fisher scientific. mr. kasper, welcome back to mad money. >> jim, thanks for having me. it's really a pleasure to have the opportunity to talk with you today. >> well, i'm thrilled you're back, because i know that you've been saying you've been right all along about when things would turn. you said it would turn. now, it certainly indicates from this quarter that the turn is at hand. >> yeah. we finished the year on a really strong note to return to organic growth 4% for the quarter, translating that into 8% adjusted eps growth well ahead of expectations. and

really enter this year with great momentum and really expect our markets to continue to improve. and the feedback, obviously, from our investors is very positive today about the outlook. for 2025. financially, team did a really nice job of executing in 2024. >> well, i. >> follow the industry pretty closely. there was a very good outfit yesterday that reported danaher and they said things are not good and they gave a very bad forecast. i felt very disappointing. have you guys just have a different, different client base or doing better in china because it's clear that you've pulled away from the group? >> yeah. you know, when i think about our performance, we have a number of fine competitors out there, and we've been able to gain market share very consistently and methodically, you know, year in and year out. and when you look at our organic growth, which is a good measure of that, we've been able to outpace the industry in the best

of times and even in challenging times. and 2024 was another year where our organic growth was clearly better than others. and our customers really value the status that we have with them. we are their trusted partner, and you're seeing our customers do more and more business, particularly in pharma and biotech, which is allowing us to drive share gain growth and continuing to outpace the outpace the industry. >> some of your optimistic nature on this year, being that you expect that there will be more biotech deals, and as soon as they get the money, they go and they write a check to thermo fisher. >> yeah. so when i think about our role as enabling our customers, particularly in pharmaceutical and biotech, you know, when i say trusted partner, we are helping them in their research labs to do the study of the of the molecules. we're helping them and design the clinical trials, execute the clinical trials, and then ultimately develop and manufacture the medicines that they will bring to market. and because of that very holistic nature of the role, we are able

to have a status that is different than anybody else's. and we're seeing optimism in the biotech community that's clearly been strengthening. it's not back to normal yet, but it's recovering nicely. we're also seeing great confidence in the larger pharmaceutical companies. they've gone through a period where they've fine tuned their pipelines. and as i've had the opportunity to meet with many of our customers, quite a bit of optimism about what 2025 and beyond holds for that customer set. so i'm excited for the year and we're still in a recovering market, but it'll be good to get back to strong growth this year. >> do we have to worry at all about this, the new president, new administration and a possible freeze of nih money? nih does a lot of good things and really is basic research. we need it. is it something you're concerned about? >> yeah. so when i think about we'll work very collaboratively with the administration. we did so in president trump's first term and really had a strong reputation of doing what we said we were going to do. and that served us well. and, you know,

we'll make sure that we're educating the various stakeholders on the importance of the nih, because the nih has been a backbone to fuel american industries, the biotech industry, the pharmaceutical industry, the diagnostics industry, our sector. you know, it really is based on the backbone of the nih. and, you know, we look forward to collaborating from that perspective as well. >> at the same time, i've not seen i got to tell you, i look at every company that does business in china, and what they're all fighting for is just hoping to be not down 10%. and most can't do it. you have very good chinese numbers, and i know you've always had a great relationship with with the chinese people, chinese companies, chinese regime. it seems to have turned and yet there's no subsidies for the group. is this just organic growth in china? >> yeah. so when i look at the year in china, the market conditions are muted just as the way you characterized it. but we

were able to grow our business and we grew our business in the low single digits for the full year and actually grew in the mid-single digits in the fourth quarter. that's really a testament to our team that's doing a great job and the relevance of our technologies. you know, strong demand for our instruments. and, you know, we continue to serve the life sciences customers well in china. and we're able to get a little bit of growth in a challenged market conditions. so we'll stay focused on customer success and deliver the best possible performance we can in china in 2020. >> and i just want to know something that you said that i find surprising big, big pharma back. i mean, i've become convinced that big pharma is just going to ride out these sales people and pick off the pick off the young biotech companies. has something changed? do they realize they got to play a leadership role, get back and do more r&d? >> you know, when i think about the dialog, whether they do that r&d organically from the very start or they buy a somewhat

early stage company and then bring it to the market, they never buy something that's at the end line. they bring it in a certain stage where we then help them actually bring it, you know, through the clinical trials, ultimately scaling up the manufacturing and then to the market. so, you know, we'll help our customers, whether it's accelerating the impact of their m&a or whether it's, you know, from the pipelines that they have right from the beginning. and. >> well, i want to congratulate you. i know a lot of people worry about the group. i think we should all always thought of them as worried about individual companies. your company has broken out. i knew that would happen, that you'd be the first. mark caspers, president, chairman and ceo of thermo fisher scientific, a stock we've liked for, i don't know, how about 400 points? great to see you, mark. >> jim, thanks for having me. >> absolutely. stay with me. >> upon. >> coming up. waste not. want not. wme's earnings are in. see if it can turn trash into treasure. next. brian sullivan

joins kelly evans power lunch weekdays two eastern, cnbc. >> i started the club to help you feel confident to invest yourself. >> free market morning news afternoon. millions and his show mad money jim cramer gives you much more than you would ever get from any advisor. >> jim cramer is an excellent teacher for someone that wants to learn how to manage. >> their own money. >> he teaches. >> how to. >> invest versus just. what trades to make. >> we teach club members how to invest the right. >> way. >> way. >> get invested. join the gold bond believes touch says everything. it says... i see you. i feel you. and...i know you. gold bond. get in touch with irresistibly touchable skin.

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>> it's tempting to retreat or simply wait and see. at cme group, we empower. >> those who act. >> we deliver tools. >> to help manage. >> risk and capture opportunities. >> in every. >> market climate. >> across every major. >> asset class. >> to seize each. possibility at precisely. >> the right moment. cme group opportunity is everywhere. >> why don't they say don't like is people use these aggregate numbers from the government to find out what's going on. i say you got to spend less time focusing on that stuff like fourth quarter gdp and more time looking at my favorite unofficial indicator, which is the report from w.m, the garbage disposal operation formerly

known as waste management. last night we reported a nice revenue beat, improved profitability even as its earnings per share some fell came in light. well, i don't care because more important, they issued a better than expected full year forecast. that's why the stock shot up more than 6% today. you know this is the biggest single move since march of 2020. and you know what i think it may have more room to run. let's dig deeper with jim fish, the president ceo of when i haven't seen jim in a long time. welcome back to the show. >> thanks, jim. >> how are you? >> i am doing well, and i know you got your big golf tournament, but i'm going to be in new orleans. i was in phoenix when you had it last time. obviously, it's one of the best branding operations i've ever seen, isn't it? >> it is. it's fantastic. and you got to be excited about your eagles, right? >> well yes. thank you. thank you very much. we look good now talking about looking good. this was a quarter that i think some people were probably worried about. i don't know why this was a quarter filled with optimism and opportunity. and tell us give us a little breakdown of what that of what was entailed

here. >> well, we have really. >> three big earnings drivers. >> and they're all. >> we're kind of clicking on all cylinders here. the first is of course, our core business, which has been doing well for a number of years. and that's looking to grow seven over 7% this year on top of 10% last year. and then secondly, we have the stericycle business, which we bought only about three months ago. and that business, i guess there was a few questions when we bought it. and i think we've we've pretty much answered all those questions because today there's some real optimism around stericycle. we felt good about it from the start. i think now the street feels good about it. we think that business has the opportunity to provide synergies, double what we originally thought. originally we said 125 million, and now we're saying 250 million over a period of three years. we like the growth trajectory of the business. we like the medical waste business and the information destruction business. so we're excited about that. and then the third thing is, is the sustainability businesses, renewable natural gas that naturally comes out of

our landfills. we clean it up and turn it into pipeline quality gas. and then, of course, we're rebuilding all of our recycle plants. all of that adds about about 800 million in ebitda over a period of. well, i guess starting in 27 we'll see that 800 million. >> i always regard that as found money, because i remember the days when it really wasn't a factor. that's fantastic. i am very pro star cycle. i always like that because it doesn't have any cyclicality. you do have some. i remember you telling me, look, if there's a lot of homes being built, a lot of construction, then we get a little bit of a spike. this should smooth out any of that. star cycle is big enough to actually smooth out what some people think is the cyclicality of w.m. >> well, i think it's right. it's a little bit of a natural hedge for us. to your point, there's not much cycli to it. there's not a lot there's hardly any seasonality to it at all. i mean, we have a little bit of seasonality in in our core business. this this helps flatten that out. so i agree with you there. >> now let's talk about home building because you have mentioned it. i was glad to see that even though i know the home

building is not doing that well in the country, has it been has it minimizes the part of the mosaic of your earnings? >> it has over the years? you know, it used to be close to 10% of our business, and now it's probably less than half of that. so it's not a it's not a huge component of our business overall. so we do see it. and we represent just about every segment of the economy really. and that includes the homebuilders. it includes the industrial side. it includes residential. but but for now the residential home building, while it is maybe a little bit soft, is not having a huge effect on us, i will say the industrial economy. and we talked a bit about that this morning on the call has been soft and our industrial business has been soft, and we didn't project it to rebound. even though we are optimistic with the new administration coming in. but but there's other parts of our business that have been very strong. the solid waste business in the landfills has been very good. special waste projects.

we're optimistic about those. so we've we've built a business that that doesn't have a lot of volatility to it, because it does have a lot of natural hedges, including stericycle. >> now i want to go back to the optimism comment. i know it's probably too soon for a lot of new contracts to come, but when i see people who have an industrial part of their business, there's a big spike in optimism. and i always say to people, get out of the political world for a second and just talk about the actual animal spirits of business. are you seeing people who want to expand their businesses? because that would be more business for you, simply because they feel better about the country and the country's economics? >> i don't know that we've seen it yet. i mean, and it'd be great if we do, but it's only been, you know, less than, i guess a week since since the new administration has been in the office. so we are, as i said, cautiously optimistic about the future. i do think this administration is going to be pretty pro-business, and i expect that you'll see small business and big business alike feel good about about making big capital investments to, to grow

their own businesses, just like we are. >> okay. on the optimism side versus pessimism with industrial. i had a nice talk. i know the guys from prologis, they're really fabulous. you know, largest warehouse. they're seeing a bottoming process and that kind of business. nucor is seeing a bottoming process in some of the steel business. is there a way that we can see some green shoots that you can point to in industrial for you? >> i think we tend to be at the back end of the cycle. so, you know, we're a little bit later than those companies in terms of seeing green shoots. but when we do see them, they, they, you know, they're encouraging. and i do think we'll see them. we just haven't put anything in our 2025 plan. not to say we won't. we don't expect it. i wanted to be conservative with that plan. >> right now on renewable natural gas. one thing that is certain that this president wants to be able to make it so that we can export, which to me says if we export, we're going to get out of this $2 region, go

maybe to $354 region is the bottom. what does that mean to your bottom line? >> that business, we're going to build 20 of those renewable natural gas plants. it still ends up being a you know, a i mentioned 800 million, probably 500 of that comes from once we're there, fully built out from the renewable natural gas business by the time we get to 2027. so 500 million on a base of, of 7.5 billion is still relatively small. but it's important to us. we love the fact that the business just naturally occurs. i mean, these landfills create gas. and so we're able to take that gas, clean it up and put it onto the pipeline. we do think that that what you just mentioned about this administration wanting to become an exporter of gas probably has a positive impact on price. and that will be a positive for us. >> and how much of the of it do you use for your own trucks? >> about 70% of our trucks are

natural gas. and i'm going to guess that this that i think it's about about three quarters of that today is renewable. and we'll get that over to we'll get that to 100% here in the next couple of years. but right now it's about three quarters of the 70% that we burn in our trucks. that is natural gas. >> well, between that and the robotic aspect you have, so you don't have to have an additional person. the cost per truck plus per people per truck must have gone down dramatically over the time since you came in. >> it has. look, i would tell you, this is this is probably motivated as much by the fact that these some of these job markets are shrinking. it becomes difficult to find folks to, you know, to drive a truck or to work on a piece of heavy equipment. our average heavy equipment operator is approaching 53 years old. so and that's probably up ten years from when i started with a company 23 years ago. similar to

the overall population, i think the american population has averaged by about has gone up by an average of about ten years. so this is almost by necessity that we're using technology to replace difficult to hire heads. i think one thing that i wanted to make sure i was clear on here, though, is we're not laying folks off. all we're doing is using attrition. some of those jobs have very high turnover rates. in fact, the helpers on the back of a truck, on the back of the truck, those have as high as 50% turnover. and so as they leave those jobs, we just choose not to replace them and replace the old style rear loader with a new style automated side loader. >> i'm so glad you mentioned that. so many people think that, oh no, they're taking the machines are taking away the jobs. it's actually because of our low birth rate and the fact that some jobs are regarded as not being what the people want to do, that you can't find people. so it's necessity. it's not like you want to lay off people and save money. it's a necessity. and that's why your company has always done a great

job in trying to be able to good, good in the community, too. so i want to appreciate you coming on, jim. it is always great to have you. that's jim fish, president and ceo of w.m. thank you for coming on, and good luck at your 20. >> thanks very much, jim. >> take care. talk to you soon. >> yeah. money's back after. >> the break. >> coming up. is it time to strike on streicher? kramer digs into the company's latest report. next. monday, the top 100 public companies ranked on issues of workplace ethical leadership and environmental responsibility. america's most just companies revealed who's in the top spot monday. squawk box, 6:00 eastern. cnbc. >> at tractor supply. we understand it out here. no two days are the same. some days start early, others end a little late. some days you're taking things a step at a time, others you're just stepping away from it all. some days you're caring for your property, others your family. either way, you're ready

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(banker 1) yeah! let's get started. (vo) ready to meet the dream team? you can with wells fargo. i'm not happy with the way that pg&e handled the wildfires. yeah. yeah. i totally, totally understand. we're adding a ton of sensors. as soon as something comes in contact with the power line, it'll turn off so that there's not a risk that it's gonna fall to the ground and start a fire. okay. and i want you to be able to feel the improvements. we've been able to reduce wildfire risk from our equipment by over 90%. that's something i want to believe. [skateboard sounds] patriots.com to secure your free generator and solar panels now. >> let's talk about one of my favorite topics that people should be looking at besides just semiconductors. how about health care? well, most health care stocks have been hit or miss since the election, at least until this week. some medical device stocks have been doing pretty darn well. and you know, i like that sector. take

stryker. it's a major player in medical surgical, neurotechnology, especially orthopedic. after the close on tuesday, schreck reported a terrific top and bottom line beat. but because this guidance was only in line, the stock actually got dinged a bit in response. that was wrong, but it is up 3% for the year, so it's leaving most of the other health care names in the dust. don't take it from me. let's check in with kevin lo. he's the chairman and ceo of stryker corp. you get a better read. but welcome back to mad money. >> thanks, jim. happy to be here. >> you know, i am always blown away by your company's ability to find the right area and then go in it, get the best acquisitions and make money. i was on your website looking at this inari medical, and i cannot believe how life saving what you're doing is from people who literally were told, there's nothing we can do. this is a winner. >> yeah, we're super. >> excited about it. >> we already have a neurovascular. >> business, which has similar kinds of products that take clots out of the brain to protect. >> from aneurysms. >> and stroke. this is a natural extension to actually. >> go. >> lower in the body and to. remove the clots. >> for pulmonary. >> embolisms and deep vein

thrombosis. >> people die from what the really terrific intro video, a woman who was very active and she got the clot and she was pretty much a she was almost fatal. >> absolutely. these are life saving technologies, just. >> as. >> they are in the neurovascular space. but for us, it's very complementary to neurovascular to have this business. and it's growing 20% a year. this company. >> in. >> already kind of created the category. it's wildly exciting, incredible. >> now at the same time, you do not get enough air time for a business called the medical business. and i happen to have here's a little information. i want a colonoscopy today. and i asked my doctor, what is this? what is this? what is this? what is this? it was all stryker. everything around me was stryker. you own this section of the market, and people don't seem to realize how much money can be made. >> yeah, we do have a very diverse portfolio. and if you go into the hospital, if you're not already under anesthesia and you look around, you'll see the. >> booms, the. >> lights, the tables, the stretchers, the beds. it's all

stryker. absolutely. >> i mean, it's. >> got those products. they're smaller products. >> that people. >> don't really realize it, but they're growing double digits. medical has been actually our fastest growing division in the last five years. >> well, i you know, i kind of felt one of the things that my doctor said he's been around. he said, we don't know who else is in it in the category. what a what a great compliment to you. >> yeah, many. >> of our categories, we. >> have very, very high market shares. >> now. i was watching on a video on your site about something that i thought is impossible to do when someone has a shoulder problem, they have a shoulder problem for the rest of their life. we all know that. that's the one that no one solved. mako shoulder solving the problem. >> well, it's a brand new application on mako. so mako is a robotic assisted surgery, an acquisition from 11 years ago. it's used in almost two thirds of knees in the united states. our knees are implanted with mako robot. same with hips. and now we've just launched a shoulder application. so we do have total shoulder implants. and we have a nice navigation system that helps surgeons do them. but the robot is going to make it very easy to do. it makes hard procedures easier to

do, safer, less invasive to the patient, faster recovery. so we're wildly excited about this new application that we've just launched in december. >> well it's remarkable. i know you've got some how to videos and i know i it's something that operates itself from that point. but you want that. yeah you. >> want that. it's a robotic assistant. so the surgeon is still there. right. but the surgeon really can't move outside the boundaries. so as they're making the cuts, the robot ensures that it's done precisely where the plan has been outlined. >> sensational. now, we want people in health care to not go to the hospital. if they can. we'd like them to go to ambulatory surgical centers. but we want them to be equal to what we get at a hospital again. stryker. >> yeah. and the ascs or ambulatory surgery centers. now, 17% of our knees are done. they're about 15% of our hips. what's beautiful about this is you drive in, it's usually in a strip mall. there's no parking. it's close to your house, and you go home the same day. so everybody's healthy. there isn't anybody sick. it's not like going to a big hospital and

patients like it. the surgeons like it. the nurses, nursing staff likes it. and makos are very prevalent in here. so they do have the latest technologies in these surgery centers. >> you talk a lot about i don't know how to put this, but things that go wrong and apparently feet and ankles don't want to jinx myself have been not that great, but knees and hips. obviously i play a lot of pickle. i had a 22 person tourney and all we talked about was who was going to come out alive. this thing is something when you have baby boomers doing sports for the first time in a long time, you've got to be having a plethora of people who need new knees. >> yeah, actually, since the pandemic, we had a spike after the pandemic, but that's kind of been burned off now. right? and what we're seeing is an elevated level of demand because patients are more active. right? 12,000 people are turning 65 a day in the united states now. but this activity level, whether it's pickleball or other things, is really causing a lot of increased procedures. and now

they're telling their friends, hey, i went to the surgery center. i went home the same day, i'm back to playing pickleball. and so the word is spreading about how great these procedures are. >> well. >> and it's very different from what people think. i always hear people say, you know, i don't want to be laid up for a week in the hospital. i don't know what they're thinking. now. a lot of people are worried about tariffs. i felt completely reassured on your call. you said at one point, look, we have one factory in mexico. i mean, if that really is, just shrug your shoulders. who cares with you guys. >> for stryker? i mean, for the industry, there are a lot of other. >> you know, the industry is filled with problems. >> that's right. >> but not you guys. >> no. we're very we have a very little impact at all. even with even with china, hardly any products that we're bringing in from china, even input materials. and only one factory out of over 40 factories. >> okay. and you have a strategy that i always recommend for people who are owning stocks. if you're going to bring in a new stock, that's good. make sure you trim. and don't just say, you know what, i'm going to ride the whole portfolio. if something's not working, you actually say it. and the implant spine business was not something you wanted anymore.

>> yeah. over my 12 year tenure, that has been the lowest performing business, and we've tried multiple times and we've just had too many challenges. and it's kind of a 1% grower over the 12 year period. and we're as a company, our growth rate has gone from 4% organically to now three years in a row, growing double digits. so really it's just an asset that's better in the hands of someone else. >> well, i was going to say that people they have to understand you got up and you got up and you got up and you got it. and it is a remarkable machine that you run. sir. >> thank you so much. >> do i want to thank kevin loeb? he's the chair and ceo of stryker. now when you look at it, you're going to say i missed it. okay. but do you know that at 200 they felt that at 300, they felt that at 350 they felt that use common sense. when good companies have stocks, the stocks go higher. mad money is back after the break. >> coming up, lightning doesn't just strike twice in cramerica. >> we are jimmy choo. booyah booyah. >> thanks for taking my call. >> it strikes every day. cramer is back in a flash with your

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people say, well, wait a second. they buy a lot of parts. autozone from china. so therefore it's no good. forget that autozone is good. they buy a lot of their own stock. let's go to reach in new jersey reach. >> hello, jim. >> hi. hi. >> boy i'm so glad i could reach you. you know. >> i've been. listening to you. >> for. >> i've been listening to you forever and learned a lot. and thank you for sharing your knowledge. >> doing it right. >> then. >> i. >> yeah. all right. >> anybody else? >> okay. >> i want to ask you about roger marks, a friend of mine who i think he may be the father of jeff marks. i don't know. >> but love, love, love. >> love, love love. all right. what stock though? >> yeah, well, it's. >> a stock i was going to buy a long time ago. i did buy it. roger said no, don't do it. and i think it was a political thing. and it went down and down and down. and now it's turned around and i believe it's a plains all american pipeline. >> oh. >> why didn't you say so? i like that stock. still got a 7% yield. i need one more call.

don't cut me off. they're cutting me off. they want me to go to seatgeek in china again. and that, ladies and gentlemen, is the conclusion of the lightning round. lightning round. >> the l knock, knock. #1 broker here for the #1 hit maker. thanks for swingin' by, carl. no problem. so, what are all of those for? ah, this one lets me adjust the bass. add more guitar. maybe some drums. wow, so many choices. yeah. like schwab. i can get full-service wealth management, advice, invest on my own, and trade on thinkorswim. you know carl is the only frontman you need... oh i gotta take this carl, it's schwab. ♪ schwaaaab! ♪ have a choice in how you invest with schwab. of using quicken. >> quicken pulls all. >> your financial info together in one place and updates it automatically. >> how easy. >> is that.

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every morning with jim's top ten. the biggest headlines, earnings reports and jim's hot stocks right to your inbox. sign up now for free at cnbc.com. slash top ten. >> some of you may be wondering how the heck could the stock of tesla actually rally almost 3% today after reporting numbers that were seemingly disappointing? their core auto business is not doing that well, but nobody seems to care. well, that's because elon musk knows what his investors want, and it's not great auto numbers from 2024. they want his vision for the future. musk, a non-linear thinker with a terrific grasp of showmanship. he knows how to come up with incredible ideas. he knows how to pitch them. and most important, he knows how to execute them. so tesla's not rallying because of the numbers, which were indeed not that good. it's rallying because of musk's extraordinary performance on the

conference call. i want to distill it into two different buckets the linear bucket and the non linear bucket. the first bucket, tesla didn't make enough cars last year. they didn't sell enough cars. you're crazy though if you believe that electric cars aren't coming and being bigger and bigger. why? because once musk delivers better cars, newer cars, better technology, they'll start growing again. and he's going to do that this year. so why sell based on last year's numbers? that makes no sense. he's talking about robotaxis. he's coming in a couple of months at austin, texas, and it's going to blow you away. how much better they are than human taxis. he's made a very compelling argument that you simply can't stop the self-driving cars. they're the future. but that was practically a sideshow compared to my favorite part the nonlinear side of the conference call. and that was all about robots. the optimus program. i guess his kids like playing with transformers, musk talking about real robots, ones. they can do anything we can do physically, but better. the trick is actually manufacturing it. musk

laments that manufacturing ain't what it used to be. too many lawyers and bankers, they should go make things. that's what he wants. he's whined about it most. most of us believe him. and i was both of those things. still, he says his team can do all the hard manufacturing we need. the idea behind optimus the robot program is simple. you'll have a robot that can do all the boring things that you don't want to do, all the hack work, all the dangerous tasks, as he puts it. quote. we expect to just close the loop with optimus being used internally at tesla, because we obviously can easily use several thousand humanoid robots at tesla for the most boring, annoying tasks at the factory. like the task nobody wants to do. but we have to like, beg people to do this task. end quote. he goes on, i love this. it's like the robot is totally happy to do the boring, dangerous, repetitive tasks that no humans want to do. musk says he'll make a million of these things, with the cost of manufacture at less than $20,000 per unit. now, by the way, that's all. it's always been something that jen-hsun huang has predicted, and it looks like musk will do it. at the very least, he's made a

strong argument that he'll be the one to get it done. remember, this technology doesn't have to stop at the factory floor. we all have plenty of things we don't want to do. imagine having a robot to do your chores. could it load the dishwasher? i'm always getting yelled at about the dishwasher because i'm terrible at it. this could be a marriage saver. only the small minded regulators could get in his way, especially when talking about robotaxis and self-driving. but musk tells us not to worry. the tipping point is almost at hand. it's simple when we know for a fact that autonomous cars are much safer than humans, something he says will be obvious in a short period of time. then we'll all go autonomous. if any other ceo in america tried to pull off what he did last night, reporting a not so hot quarter, and then trying to dazzle shareholders with a brilliant vision of the future, they'd all be laughed out of the industry. but musk is such an incredible track record that when he says this stuff, people believe him and i don't blame them. i believe him too. he's made his investors so much money over the years, how can he

not deserve the benefit of the doubt? even if you hate musk's recent move into politics, you can't deny that he's an incredible money maker. why bet against him when you got tesla so you can bet with them? i like to say there's always a bull market somewhere. i promise you market somewhere. i promise you i'll find it just for narrator: tonight on "shark tank"... who wants to jump on board this groovy train with us? john: that is the money shot. your money -- we need it, lots of it. you scare the crap out of me. [ both laugh ] i'm talking about investment in our fathers and our children. what could be better than that? i went online, tried to see if there was a patent out there. when it came back, i thought, "okay, we need to go for this." you will never work for anybody for the rest of your life. wow. you sold your homes to start this business. -ooh! -it's okay. narrator: and later, the sharks give advice on how to cope with the financial fallout of the coronavirus pandemic. greiner: people are losing their jobs. people are worried about what their futures will bring. cuban: there are so many places you can turn to for loans and grants.