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tv   Mad Money  NBC  September 24, 2016 3:00am-4:00am MST

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>> performance business brett eldridge. kristen chenowith. we've got a great week. >> have a superb weekend. >> you, too. 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 to "mad money." welcome to cramerica. friends. i'm just trying to make you some money. my job is not just to entertain you but to educate you. so call me at 1-800-743-cnbc or tweet me @jimcramer. don't make the mistake of trying to outthink this market. we know that on any given day, the action is pretty much ruled by the commodity of oil, including today where the dow sank 131 points, s&p shed 0.57%, and nasdaq lost 0.63% because oil got hammered. what makes this pattern so crazy
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whenever the price of crude falls to the low 40s as it did last week, the big petroleum producing companies like saudi arabia, venezuela, iran, russia, routinely try to manipulate it back upward, and they always succeed by claiming there might be a freeze or a cutback in production. oil then spikes to the mid-40s on those rumors, taking the stock market up with it. then we learn that these petro states probably can't come to any kind of agreement like we did today exactly when the saudis said expect nothing to come of next week's wednesday's opec meeting. and oil gives up the ghost, dragging the stock market lower. again, exactly what played out. once again, if it gets low enough, the rumors will start, and we'll rinse and repeat. this is now the sixth time we've been through this oil charade in 2016, so shame on anyone who perpetuated it. shame on you. at least now you've been warned. with that in mind, let's go to next week's game plan because it's chock full of earnings that will likely impact stocks because the fed just agreed to keep rates steady, even as a
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one's opinion will be taken as gospel and another charade we should be ashamed of ourselves for buying into. not all federal reserve officials are created equal. only janet yellen, who speaks on thursday, even matters. monday morning we have some earnings irony to talk about, when we get the results from carnival and vail resorts. although neither company will say it on their calls or even be asked about it frankly, these two stories revolve around the zika virus. carnival's bookings will be hurt by zika until the health authorities get it under control because they may have too much caribbean business. on the other hand, i think vail benefits from zika because rich people are going to avoid warmer climes, and vail's resort is at 8,200 feet, important given that the zika-carrying mosquito cannot live above 6,500 feet. yep, vail is zika-free.
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altitude, and the latter wins. after the close monday, one of our favorite companies reports. thor industries. thor! that's right. the phenomenally successful maker of recreational vehicles which came on the show recently. the stock is less than two points off its high, so i don't know how much more it can jump. however, i'd buy some both before and after the report. why? because there's a growing secular -- doesn't mean the economy has to get better for it to happen -- secular trend toward camping and going cross-country in these vehicles, and thor is the biggest and best player. monday night, we get the presidential debate which will be covered by cnbc. i don't think anything positive is going to come out it for business. if anything, we're liable to hear about the banks thanks to wells fargo and the drug companies thanks to mylan. i say thanks for nothing. tuesday has got some real controversy to it because after the close, nike reports. let me tell you the analysts' long knives are really out for this one all of a sudden, and that's chiefly because adidas, which had pretty much stopped
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armour is making some solid inroads too. not only that, but finish line, the shoe retailer, reported today and told a story of tougher comparisons ahead. the only thing nike stock seems to have going for it is how much it's intensely disliked by wall street. i am a huge believer in ceo mark parker and the nike team, and i'd rather bet with them than bet against them. you disagree with me, go read shoe dog. you'll know why i feel this way. that's phil knight's biography. i should call it an autobiography. we also have two important analyst meetings on tuesday. listen, these are really interesting. workday, a cloud-based provider of human capital financial reporting software, and jabil circuit are going to throw analyst data. when oracle reported last week, it took a ton of shots at workday, saying it was really crushing these days, winning a lot of business from them. i want to hear what workday has to say because they, unlike oracle, had a blowout quarter.
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quarter earlier this week so there's not going to be much new at the meeting. but get this. the analysts know that jabil makes phones for apple, so they'll try a gazillion ways to get a read on the iphone 7, which you know i think is selling strongly. jabil won't tell them directly, but they'll get some clues, and i'll give them right to you. wednesday we got one steady eddie name and a couple wild cards. before the opening we get to hear from cramer fave paychex, the payroll processor. stock' 1 good number. then we hear from blackberry before the open and pier 1 after the close. both companies are floundering. blackberry is always supposed to be turning around but it never seems to. pier 1 just fired its ceo and will be talking about a new strategy. i want to hear about that story because pier 1 is the only home goods story not doing well here. and at 4 bucks, it may be a bargain. wednesday is also the day of the so-called great cut production freeze opec meeting, the meeting
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learned today won't happen. i think oil will wilt going into the confab, and it might have a tough week in that none of these countries wants to cut back production really. they'll lose share to america. thursday we get results from two companies owned by my charitable trust, pepsico and costco. and we've been telling people in our actionalertsplus.com club that pepsico should turn in still one more great quarter but costco has got some food deflation issues that might nick the numbers. i would buy either company on weakness after they report. they're both fabulous, well-run businesses with stocks that have been as terrific as their managements. here's another one that i like, but it was disappointing last time, accenture. i think that last quarter was a rare miss for this information technology consulting company. i bet they won't miss again. i bet that accenture puts up a good performance. we also have an analyst meeting being thrown by celgene. this could be very fascinating because we're going to find -- maybe we get a good read on what receptos, the biotech company they bought last year, is doing
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i also want to know why i keep hearing that celgene is trying to acquire more big companies. why do they need to do that if things are going so well? i'm going to report back to you on this. after the close on thursday, janet yellen speaks, and we know that her every word will be parsed for new clues about fed policy. remember we're in a fed-free zone in cramerica until the next meeting because there's nothing of consequence that could have occurred since the meeting took place earlier this week. finally on friday, we hear from mccormick, the spice company. by doubtful. he's not out anymore. you can still get dixon in many single fantasy leagues. probably not appropriate, but i put it out there. now, we all know that the packaged goods plays are straining under pricing pressure, and i'm sure mccormick isn't immune. however, it's down $10 from its high in july, and if the stock gets slugged going into the quarter, perhaps if conagra, which reports on thursday, gives you a miss or costco takes down
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to buy some mccormick, the maker of old bay seasoning. one other report to watch for on friday -- and this is a very important report. the chinese manufacturing and non-manufacturing pmis. you know we're getting bullish on china here. you know that copper started moving up. the freight index is ramping. auto sales in august were white hot in china. and this week we got some stronger asian numbers from one of my favorites, caterpillar. if we get better reports out of china and the dollar stays calm against other currencies, we're going to come into october with a head of steam that could create a very positive backdrop for many of our big international stocks. so here's the bottom line. next week marks the end of september, historically the weakest month of the 12. right now the market has gotten through pretty much everything that's been thrown at it. go back and look into the verbiage going into this month. lots of scare talk. just remember how that turned out because in october, we've
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though ultimately the month's been a good one. but be prepared to be scared again by the same naysayers, and my advice, get over it. look for cheap stocks of great companies and use the fear to buy, not to sell. can i go to james in utah, please? james. >> caller: hey, cramer. thanks for all you do for us home gamers. >> appreciate it. >> caller: lending tree had a really nice run-up after appearing on "mad money" and reporting q2 earnings. but it's pulled back from those au has the fundamental story changed in this name with wells fargo, the fed, and slowing mortgage applications? >> no. i'm glad that you pointed out it went up because doug came on and told a really good story. we were both marveling the stock had fallen so much, and it really was pressure from shorts. the stock had a big run exactly as you pointed out, and it's come back a little on profit taking. i think that it is a buy, not a sell. why don't we go to karen in connecticut? karen. >> caller: hey, jim, how are you? >> i could not be better.
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i'm just a little confused about schlumberger. the contract between them and the venezuelan company. >> right. that was an oddity. yeah, karen is on to something because schlumberger pulled out of venezuela, but there they were doing business again. i bet you they got the cash up front frankly. schlumberger is a core holding for actionalertsplus.com, and we were itching to pull the trigger and buy a little more. just need it to come down. don't want to ruin our basis. that's what i don't like to do. but schlumberger, karen, i think it. oh, can i take a commercial break? all right. so anyway, we've almost made it to october. boo! don't let fearmongering scare you away from buying cheap stocks of great companies. on "mad money" tonight, brad and angelina may have shocked the world with their breakup, but if hp inc. is any indication, sometimes splitting up is best. i'll tell you why the company could start printing profits.
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seem to have been ugly, at least to this market, but is their beauty beneath the surface? i'm investigating. and my conversation with lululemon's ceo continues. don't miss my sweat session with the ceo. stick with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to call at 1-800-743-cnbc. miss something?
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when the old hewlett-packard broke itself up nearly a year ago, it seemed obvious that the hp enterprise, the higher growth business focused on networking, storage, servers, software services would be the big winner. well, hp inc., which got the slower printing and personal computer business, was a castoff, not even worth bothering with thanks to the seemingly unstoppable decline of the personal computer. on the first point, there's no
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recommending all along, it's been a huge success with its stock up more than 55% since the split, driven by a very capable management team and some savvy deal making. but hp inc., it surprised us. while the pc and printing stock initially got beaten to a pulp, falling roughly 25% in its first three months as a separate company, since then it has made a miraculous comeback. at this point hp inc. is now up about 22% since the breakup, and from the market wide bottom in february. now, a great deal of the run here has to do with the fact that hp inc. declined to levels where it was too attractive to ignore as a value play, especially considering even after its rebound, the stock still sports an attractive 3.3% dividend yield. but i think it could have more room to run. despite its reputation as a challenged company that's operating in secularly declining end markets, i'm seeing signs that both the pc and printing businesses could be making a comeback here, which would give
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how on earth is that possible? how can the pc be on the rebound after virtually everyone had written off computers as a steadily shrinking industry that simply can't compete with a world where consumers are abandoning their desktop for mobile devices in droves? how could it be a source of growth? have i lost my mind? is this some sort of bizarre prank? no. i think the improbable comeback of hp inlo tell you why. let's start with the supposedly moribund personal computer space. after growing steadily for years, global pc shipments peaked in 2011, right around the time that tablets starting becoming ubiquitous. from 2011 to 2015, pc shipments fell from 365 million down to 288 million. that's shrinking steadily, including an 8% decline last year. now, in the first quarter of 2016, we saw an 11.5% decline in worldwide pc shipments. hideous, although in the u.s. they were only down 5.8%.
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the numbers start looking a lot less terrible with worldwide pc shipments falling by only 4.5%. u.s. numbers actually rising by 4.9%. that's a major change for the better. oh, and it certainly doesn't hurt that intel raised its forecast dramatically just last friday, saying they see signs of, quote, improving pc demand, end quote. intel of course would know. it dominates the pc chip market. how about printers, the other key part of hp inc.'s business? this is another area that's widely seen as beise proliferation of mobile devices, there's much less need to actually print any hard copies at all. you can just look at them on your phone or your tablet. so from 2013 to 2015, we saw modest but steady declines in global printer sales. again, though, just like with the pc, after an ugly first quarter, the second quarter of 2016 is looking a lot better for the printing business. in the first quarter, worldwide printing shipments declined by 10.6%.
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market has suddenly gone back into growth mode, but it's declining less than it used to, and that's still a big deal for a company like hp inc. speaking of hp inc., how have things looked for them specifically? in the most recent quarter, the company's pc sales were basically flat. they increased by 0.1%. i know. it doesn't sound that big, but but listen to me. that was a vast improvement versus the previous quarter where they were down 9.9% or the the one before that, down 14%. you see the pattern? this represents the first positive result for hp's computer business in six quarters. so there's some reason to be optimistic here, especially when you consider this segment represents 63% of the company's total revenue. plus they're very clearly taking share here. just in the last quarter, the company's global market share grew by 160 basis points. on the printer side of things, hp inc. is still a --
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the latest quarter, the fourth straight quarter of double-digit declines. that said, the declines have gotten marginally smaller over the past six months. on monday of last week, it's something that no one even cared about, which is quite wrong. we learned that hp inc. is buying samsung's printer business for $1.05 billion. that might not sound like much of a needle mover for a $25 billion company, but printers are basically a commodity product that's in secular decline. by snapping up samsung's printing division, hp is taking out a competitor, which matters even more than all the cost less competition means better pricing. at the same time, samsung's acquisition also helps hp inc. disrupt the $55 billion copier business by rolling out superior multifunction printing devices that can replace old school xerox machines. one more point about printers. hp inc. has some exposure, and it's growing to the 3-d printing market. now, i view this as just an
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none of the pure-play 3-d printing companies has consistently been profitable. but if somebody finally gets this technology right -- and i am talking about industrial 3-d printing -- it could be a game-changer. given its scale, hp inc. just might be able to turn 3-d printing into a new growth driver that would cause investors to pay a substantially higher price-to-earnings multiple for the stock because it's got great growth. again, no guarantee it will happen. just consider it an added bonus that might come your way if things go well. hence i'm calling it a lottery ticket. put it all together, and i think you got a really good case for owning hp inc. but why am i only mentioning this now? part of is that samsung deal from last week. part of it is intel's bullish commentary from the pc. much of it, i hate to admit, is the fed. hp inc. has a 3.3% yield, which makes this exactly the kind of dividend stock that tends to perform well when the fed keeps rates low, as we know they're doing as of wednesday. as long as the fed doesn't
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equivalent name. so let me give you the bottom line here. believe it or not, things seem to be improving in the personal computers base, which means hp inc. could be a very attractive buy even after its recent run. and as for the printing business, the company's purchase of samsung's printer division should help them consolidate and reduce competition in a tough market. at the end of the day, hp inc. is still darn cheap, trading at 9.4 times next year's earnings estimates. that's about half ma improvement could propel this stock higher with only minimal downside given the outsized dividend that's more than covered by the company's bountiful cash flow. much more "mad money" ahead. ulta -- yeah, ulta -- may have lost its momentum as of late, but can the company win the beauty battle? i'm taking a closer look after its latest decline. then lululemon shares have taken a tumble this month, but i'm talking with the ceo to find out if he can get that stock to
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higher. and with some of the tech industry's most prominent companies reportedly interested, i'm going to give you my take on the story that my colleague, david faber, broke today. twitter takeover. stick with cramer. when it's time to move to underwear, toddlers see things... a bit differently. thanks to pampers easy ups... while they see their first underwear... you see the best way to potty train. our first and only training underwear... with an all-around stretchy waistband. and pampers' 12-hour protection. so you'll see drier nights. and they'll see their first underwear. new pampers easy ups. the easiest way to underwear.
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what do you do when a highly favor in the wall street fashion show, but for no discernible reason? i want you to consider the very confusing case of longtime cramer fave ulta salon, the largest beauty retailer in the united states. it sells a combination of cosmetics and salon services through more than 900 locations. until very recently, ulta stock was one of the hottest out there. that's why its shares have doubled over the past two years, not to mention being up 28% for
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under the leadership of mary dillon, ulta became one of the best performing retailers out there, perhaps even the absolute best when i consider my whole universe that i study. delivering quarter after quarter of phenomenal same-store sales growth and magnificent earnings. it seemed like dillon had figured out the magic formula of prospering in an environment where the internet and amazon in particular have been putting most brick and mortar retailers through the meat grinder. how does she do it? she made ulta into more than it's a salon that also sells makeup, which is a brilliant model because no matter how many other industries amazon decimates, they'll never be able to cut your hair or give you highlights or extensions or a perm or a dye job over the web. you need to physically go to a salon if you want to get your hair styled. while you're there, you might as well put on some makeup and other experiences that can't really be duplicated online. and of course we need makeup because everybody takes selfies all the time on instagram. you can't walk out of the house anymore. it was a great long-term story.
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excellent quarter. yet the stock stumbled 6% the same day. it fell from $271 to $254. you know what, since then, it's continued to get hammered, now sinking to $237 today. this is down more than 12% in less than a month. this is ulta salon. so what the heck happened here? were the results somehow terrible under the surface and we couldn't tell? not exactly. when ulta reported a month ago they delivered $1.43 of earnings per share. year-over-year. that's excellent. the company's revenue came in a little higher than expected, rising nearly 22% year-over-year. hmm, okay. that doesn't look like a disappointment at all. it actually seems pretty darn strong. perhaps there was something going on underneath the headline numbers that was really miserable, something that can explain why the market suddenly turned on ulta. nope, nada. the company delivered same-store sales growth of 14.4%, a truly magnificent number. and the gross margin, what they
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year-over-year. i mean i've got to tell you every metric i just gave you is -- >> the house of pleasure. >> okay. if the quarter ulta just reported was in reality quite good, then what the heck? maybe it was the guidance. after all, wall street cares more about the future than the past. so a strong quarter paired with a weak forecast almost always leads to a sell-off. for the next quarter. imagine predicting same-store sales to grow in the 11% to 13% range. that is the best in retail. confused yet? let me lay it out for you. when viewed in a vacuum, ulta salon's most recent quarter was simply fabulous. virtually any other retailer would completely and utterly kill for those numbers. however, we don't judge stocks in a vacuum, not at all. just the opposite.
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been tumbling almost nonstop since it reported, is all about context. put simply, ulta's numbers may have been great, but they weren't great enough versus the lofty expectations of so many investors. expectations that were raised by the company's incredible track record. in other words, ulta delivered what i regard as being a small top and bottom line beat when people were anticipating a huge beat with substantially boosted guidance. the reason? because that's exactly what the company had been doing quarter after quarter for two straight years. listen to some of these numbers, and you'll know what i'm talking about. over the previous four quarters, ulta's revenue came in anywhere from 2% to 4% higher than what the analysts were expecting. but a month ago, they only gave us a 0.9% revenue beat. pretty good in absolute terms, but the market had gotten used to ulta beating numbers by a gigantic margin. not many companies are held to this kind of standard. i know it seems very unfair.
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quarter, and many people owned it because they thought these gigantic beats could go on as far as the eye could see. and look, it's the same for every other metric. on the earnings front, ulta's numbers came in at 2.9% higher than expected, but over the previous three quarters, they beat the estimates by anywhere from 5.7% to 12.4%.. once again, ulta gets penalized for not beating the estimates by enough. when you blow away the numbers for three straight quarters, the analysts start to get embarrassed. so they raise their este substantially, making it harder for any company to deliver such gigantic earnings beats. but does that mean this was a disappointing quarter? hardly. ulta's 14.4% same-store sales growth was 160 basis points higher than what the analysts predicted, and that's really good. but over the previous three quarters, their same-store sales came in at 310 to 460 basis points higher. whoa. so in context, again, not quite
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again, though, the problem here isn't with ulta salon the company, their delivery. the issue is that the market's been spoiled by ulta blowing away wall street same-store sales estimates over and over and over again by three or four percentage points, something that's almost unheard of. but, look, 14.4% same-store sales growth is enormous, even if it's down slightly from the previous quarter. you'd be hard pressed to find another retailer with such stellar numbers. now the naysayers point to ulta's guidance for the next quarter, where they're forecasting the 11% to 13% increase as a sign that business remember that mary dillon has a long history of underpromising and overdelivering. put it all together, and you can understand what's happening here. ulta's stock has been slammed because going into the quarter, far too many shareholders assumed that the company could be beating the numbers by epic proportions forever. this time around, though, that didn't happen. not because ulta is doing worse than we thought. they are in great shape. but because the analysts finally stopped underestimating mary
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well, if you listened to the conference call like i did, you heard about the continued strength in cosmetics, a rapidly expanding loyalty program with 20 million members, an explosive e-commerce business up nearly 55% and perhaps most important, ulta continues to open new stores at a torrid pace. they're well on their way to adding 100 new locations this year. that's an 11% increase. while the stock is still trading at 33 times next year's earnings estimates even after the recent decline -- that's part of the problem -- i think that valuation is more than justified becaul long term growth rate. that level of growth is very hard to find. so let me give you the bottom line here on one of my absolute favorite companies with a stock that's stalling. eventually all growth stocks run into the problems of, well, great expectations, mrs. haversham. but if the story is intact, they ultimately bounce back. in my view, ulta salon is a broken stock, not a broken company, and that's why i think it's worth buying, particularly
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i want some calls. i want to go to elise in pennsylvania. elise. >> caller: hi, how are you, jim? this is very exciting to talk to you. >> same. >> caller: i'd like to know how you feel about cvs. i've always felt it was a good company, and i guess we go into their stores a couple times a week. i've owned the stock for a few years, and i've done very well with it. i did sell part of my position at about 105, but it rec sold off to about 90, and i'm a long term investor, and a few days ago there was a positive article that there were continuing opportunities for growth in the future. i'd like to know what you think. >> elise, i am in agreement with barrons, which doesn't happen very often. the stock at 90 seems to be too cheap to me. it's come down a great deal. people have soured on the pharmacy benefit manager that they have purchased, and it's
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which are good. i say you stick with it. it's only a few points off its low. how about ann marie in new york. ann marie. >> caller: thanks for taking my call tonight. >> of course. >> caller: i'm calling about skechers. i'm losing my conviction. i don't know if i sell here and cut my losses, if i buy more. i wish they would come on the show. >> you and me both. you know, this is a -- there were a couple of price cuts and down grades this week, and what that tells me is we got to wait wanted to buy any more, ann marie. but down at 22, we're now talking about a stock that has reversed and given up so much of its gain, it's down to be only a $3.5 billion company. it's down 27% for the year. but i will see this, it has lost momentum. so my take is it's a hold here. but i like to hear more about a re-acceleration at some point before i change my view to a -- >> buy, buy, buy. >> ulta is a victim of its own
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expectations. i'd keep buying. much more "mad money" ahead. did you catch my interview with lululemon's ceo last night? if you missed it, the conversation continues tonight and he's sharing how the company has turned fitness into a spectator sport. then a little bird told me twitter might be a takeover target. my take on the rumors that david faber turned into a fabulous story this morning, and it caused the stock to soar today. and all your calls rapid fire. tonight's very special friday edition of the lightning round.
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earlier this month, lululemon reported a not so hot quarter and since then the stock has gone into pretty much free fall. however i think it's too soon to write this one off.
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potdevin, and he made a compelling case that lulu needs to be viewed as a lifestyle company, not just a retail play. last time we only got a chance to show you part of the interview. people really liked it so i think it's worth seeing the rest because the stock seems attractive down here and the company has great appeal to me. take a look. >> we see a 4% comparable stores number, which is much lower than what many were looking for. t very difficult comparisons. why is that comparable store number not a good indicator of the future? >> well, think about how the world of transactions has evolved, right? we've got a very light footprint. we've got amazing locations, and then in the past two years we've built a digital strategy that we didn't have. so it's been a curse and a blessing, but the blessing is we've been able to leap frog. having no legacy, we've been able to leap frog the industry, and now we're providing an incredible digital cover to an
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i'm far more interested in talking about guest acquisition, guest engagement, and how often we see them. and the store happens to be an incredible environment where we can continue to do that really well. so it's certainly not the end of the store. we've augmented the power of the store. >> how did my wife and others know that this is not just for class? she wears -- i mean everybody wears this not just in class. >> totally. well, you know, i go right back to the power of our people. that's why we're relentless about how we inv and their education. that's why the turnover has been the lowest since 1998. >> a like to see the mens because i'm trying to figure out what to wear myself. >> we've got this exclusive anti-stink technology. >> anti-stink? you're okay with that? >> we know some of the guys will leave their shirts in the bag for two weeks. but the silver woven into the fabric is actually antibacterial.
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>> now, let's talk about is this for show or is there something here? >> part of the experience is that you can actually either, as a guy you can customize your shorts. so whether you want compression or no compression in your liner. 9 inch shorts or 11 inch shorts, we'll do that right on the fly for you. for women, your shirts or your pants, they get hemmed on the spot. again, like really thinking about the experience and delivering instant gratification is really something that we do incredibly well. is that you're not compromising earnings per share in order to be able to bring in better experience. it's the opposite. >> absolutely. that's why the metrics have to change. let's talk about guest engagement. let's talk about guest satisfaction. >> is it a prison? >> it's not a prison because we've got great numbers and i think there are metrics that are so much more relevant. in the past two years we've gone from playing defense to playing
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culture of innovation and going back to being a design led organization. we talked about the beautiful marriage of function and fashion. when you look at some of our most recent products, these or the print behind you, you see that's a beautiful expression of us at our best when you've got amazing fabrics combined with this attention to detail and this craftsmanship. >> many ceos tell me things are promotional. it does not seem to be the kind >> when we listen and deliver innovation, product flies off the shelf and we see very little price resistant. >> how many people understand about the notion of mindfulness as a concept that millennials understand but maybe older people think, well, that's just some sort of razzle-dazzle? >> i think when the very, very early phases of people understanding the value of mindfulness. i think our kids understand that so much better than we do. but science is there.
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years, and like a steady practice actually helps rewire the brain and builds resilience in all aspects of your life. >> i want to make this point tao. the athletes are not people you pay to wear lululemon. >> we don't have endorsements. we don't have contracts with appearance fees. we don't have contracts that are time bound. it's really a relationship that is very free in some ways so that when we speak on behalf of each other, it's incredibly authentic. >> when i'm buying and checking >> well, point of sweat. >> good. thank you so much. really appreciate it.
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mr. clean gets tough on dirt and grime and grease in just a minute mr. clean will clean your whole house floors, doors, walls, halls he's so tough, he cleans 'em all
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>> it is time! it's time for the lightning round! you'll hear this sound -- [ buzzer ] -- and then the lightning round is over. are you ready, skee-daddy? it's time for the lightning round on cramer's "mad money." start with brian in oregon. brian. >> caller: yeah, how you doing, jim? >> good. i'm talking to someone where my daughter lives. i love oregon. how can i help? do you think about amd? >> i think they fixed the -- i'm a buyer, not a seller. how about gene in massachusetts, gene. >> caller: hey, jim, a big new england booyah from the berkshires in massachusetts. >> so beautiful up there. i love it when the leaves change color. the women like that too. what's up? >> caller: oh, yeah.
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>> you're dealing with speculation there, gene. you got to know if there's no takeover bid, you're going to give up that premiere. i was talking to bruce camish at realmoney.com. a lot of these look good, but just be aware they're speculative and they're up a lot. i need to go to joel in my home state of pennsylvania. hopefully he is not a steeler fan. joel. >> caller: i'm a vikings fan. >> well, that doesn't help me. what, you decided like to follow what's up? >> caller: anyway, thanks for taking my call. i want to know what your opinion is on enterprise products partners. >> i like epp. it's got a steady dividend. probably the best management in the industry. i think, yes, it's a good one. i'm in trouble. i'm in trouble in pittsburgh. let's go to carl in mississippi. carl.
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my stock was bu. >> that's a chinese deal. chinese stock i recommend is alibaba. we're not going to go there. that's too speculative for me. jeff in new york. >> caller: booyah from levittown, long island. >> booyah. >> caller: i'm talking about silver wheaton. >> we think silver is poor man's gold. we prefer the gld. i'm going now to audrey in new yo audrey. >> caller: hi, jim. i want to know i bought impinj. you told me it was a good stock. it seems to be going backward. >> it's fine. it had a big run since it opened. it's come back a little. i like it. that, ladies and gentlemen, is the conclusion of the lightning. >> announcer: the lightning round is sponsored by td
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>> caller: can i get a baba booey? >> baba booey. there you go. >> let's go to ruth in washington. [ crickets ] >> ruth? >> tim in washington. tim. >> caller: hi. how are you doing? thank you for taking my call. my daughter sofia want to say hi to you. >> oh, hi. >> kareem abdul-jabbar gave me a booyah this morning. >> somebody told me to tell you booyah. >> booyah. absolutely. >> that was like -- i was like i wanted to frame it, but it was kind of audible, you know. what's up? >> the money trail starts a supersize family feud land -- feud landing? landing a son. >> caller: jim, booyah. >> colts fan booyah. >> caller: hey, jim, big black
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i've been looking for something to do with this towel for ages, and then i figured out what to do. what you do is you polish up the helmet for the 425 national game. i'm jim cramer. just a second. i don't want to miss a spot right here. and i will see you tomorrow! i absolutely love my new york apartment, but the rent is outrageous. good thing geico offers affordable renters insurance. should they get damaged, stolen or destroyed. [doorbell] uh, excuse me. delivery. hey. lo mein, szechwan chicken, chopsticks, soy sauce and you got some fortune cookies. have a good one. ah, these small new york apartments... protect your belongings. let geico help you
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twitter has received
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the talks, a culmination of monumental reporting about what happened in a recent board meeting, critics wondered why any company would want to pay up for twitter with such little growth. why buy this dog? sure enough, my favorite follow, vala afshar, the chief digital evangelist for none other than following personal note a few minutes after david broke the story. why @twitter? one, personal learning network. two, the best realtime context rich news. three, democratize intelligence. four, great place to promote others. vala, who has more insight than anyone i read on twitter, quickly followed up his view is long-standing -- and i certainly can appreciate that -- and it's also his own personally. but i think he is spot on in
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reasons why twitter would be a great acquisition for any company trying to build a 360-degree, 24/7 relationship with its customers. they're all the reasons why a microsoft or an oracle or a verizon or a salesforce or an alphabit or an ibm should be interested in acquiring the company although the run today makes any potential transaction very costly to the buyer. witness the radical decline in salesforce.com's stock today. it was down more than 5% on the mere suggestion that it might buy twitter. believe in twitter's potential. i'm constantly trying to suggest that the company needs to think bigger. i've wanted twitter to hook up with the likes of jpmorgan. i'm using them as an example, so that when i use my credit card in mexico, i don't have to call customer service and tell them, yes, stop blocking me. it is me. i am here. no one stole my card. i have to make that embarrassing phone call in front of my kids a bunch of times. you may have to have made it when you travel. a simple direct message to me
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really there would solve the problem. that's customer retention. twitter knows more about me than just about anyone other than my wife, and if you include my fanatical sports side, then my wife's a close second. that's how much they've seen and heard from my tweets, particularly my occasionally combative, feisty ones that my daughter and my wife hate. but i don't care. there was some trash talk on the eagles this morning. you think i'm just going to sit back and let that happen on my watch? you think i'm not going to find that guy on the sunday game, the national game on 425, and kick anyway, at least right now, twitter does not take advantage of the treasure trove of information that they have. they make it too hard to get on board. they don't mine. they don't examine. they don't think about what it could mean for targeted advertising like i do. that's why i said i wanted to be the ceo, but i got a lot of other jobs. now, the company's being bandied about, and its possible acquirers all understand this even if twitter's current management doesn't. it doesn't see it as clearly. but everything comes at a price,
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levels will crater the acquirer's earnings for at least several years while the business is fixed to bring in the kind of revenue that i believe it can generate. so if you own twitter the stock, understand that it's in rarefied territory, and i'm thinking it's four or five points up and three down if nothing materializes. now, this is tough to get behind because it really can be only recommended on a takeover basis. and on "mad money" you know our rules. if the fundamentals don't support the valuation, we are not going to recommend it on a takeover. but twitter is worth a great visionaries like the must-follow vala afshar, who sees twitter not just for what it is now, but for what it is meant to be. stick with cramer. whatcha' doin? just checking my free credit score at credit karma. what the??? you're welcome. i just helped you dodge a bullet. but i was just checking my... shhh... don't you know that checking your credit score lowers it! just be cool. actually, checking your credit score with credit karma doesn't affect it at all. are you sure?
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core then? oooh "check out credit karma today. credit karma. give yourself some credit." sorry about that. put some distance between you and temptation with meta appetite control. clinically proven to help reduce hunger between meals.
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remember david faber said nothing imminent, twitter, so be patient if you want something. by the way, speaking of patience, don't trade apple. own it. everyone's freaking out again.
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i promise to try and find it just for you right here on "mad money." i'm jim cramer, and i will see you monday! ] ashley roberts: culture comes in many forms, from the culture of a nation-- how did they build this? ashley roberts: -- to the way we move, fight-- so essentially, if i pull on this arm, it's going to hyper-extend your elbow. ashley roberts: --- and even to the way we eat. welcome to our indoor vertical farm. rty than anything. tonight we're circling the globe as culture vultures and just soang it all in next on "1st look." [music playing] woman: our cultural journey begins

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