tv Mad Money NBC March 11, 2016 3:00am-4:00am EST
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there's always a bull market somewhere. i promise to help you find it. "mad money" starts now. hey, i'm crepe other. welcome to "mad money." welcome to cramerica. other people want to make friends, i'm just trying to make you some money. my job is not just to entertain but to educate and to teach you. so call some at 1-800-743-cnbc. it happened again frantically trying to buy anything that wasn't nailed down, because the european central banks are getting more aggressive in trying to stimulate their flagging economy. the result? i'll tell you. they were picked off! picked off. dow opening strong, but then nose-dived as much as 179 points earlier this afternoon before rebounding --
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s&p 500 actually closed up. nasdaq climbed 0.26%. they say why do you keep doing the show day after day, month after month, year after year? i tell them i do it, because i like to teach. i love this classroom we have here tonight. tonight i want to school you on some lessons learned from this very morning portion, as much as we might want to think we're joined at the hip, what happens in europe doesn't really matter all that much to the vast majority of companies in the united states, unless there's some systemic risk happening over there. for example, let's go back to february 10th, when there were many rumors about european banking possibly failing. the you can understand why some stock traders wanted to sell our financials, betting there could be some spillover to our banks from europe's weakness. i get that.
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when our banks were very interrelated with europe. there was a lot of linkage, both publicly and privately in terms of contracts and derivatives that were, you know, frightening. these days, though, our banks' exposure to europe is greatly reduced. our banks have a lot more capital. sure a failure will call more than a ripple. the rumors turned out to be wrong there, and you had a fantastic run sin deutsche bank began a monster buyback of the corporate bonds. that purchase plan eliminated the fears that have been plaguing virtually all bank stocks worldwide. not coincidentally deutsche bank's stock went up about four bucks. if there's no systemic risk, nothing that impacts u.s. companies from over there, there's no real reason to buy our stocks, just baas europe's stocks are flying. in fact, i'm going to go a step further. often what's good for the
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american gander. almost every time mar use draghi, the european central bank chief, has lowered rates, or announced to buy back bonds, the euro has fallen during the super-freaking strong dollar. that's bad for us, not good for us. it's a reason to sell our stocks, not buy our stocks. even if the european markets are flying. our companies don't do as well in europe when their products are made more expensive, because of the strong dollar. plus when the europeans are patriated. and therefore, those overseas earnings come in lighter than expected, or to put it another way, the lower the euro goes, the worse our companies do. their earnings go bad. so you should sell them, not buy them off of the european rally based on a weaker euro.
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draghi put his plan into motion. that caused the european stocks to soar. the early morning buyers of the s&p 500 futures went completely bonkers and unleashed a furious burst of buying, buying on stocks. the that buying was as stupid as you can get, because the dollar was flying higher at the same time the european stocks roared, and the strong dollar is bad for us. that led to a pretty rosy opening here as buyers anxiously chased stocks on the theory, i guess that europe's economy would have to turn around, because draghi included in his plan an opportunity for european banks to bore rho from the central bank at low rates. i say i guess, because i can't think of another reason to buy of on of draghi's comments. to me, as i said on "squawk on the street" this has become an emotional market. that's why if you're watching, i told you to stay away. then no sooner had their stocks
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than draghi explained he might be doing with his work now that interest rates are very negative. europe stocks then plunged, going almost immediately into the red. you know, we had a four-point percentage swing over there in the blink of an eye. that you, in turn, caused our stocking to give up all their gains. we went from being up more than 100 dow points to being down the lows in the afternoon. now some of that sell-off might have been exacerbated, but believe me when i say we were simply trading in lockstep with europe, as though our companies are all doing a huge amount of business over there which ugh on you domestic companies. if these traders were students in my classroom, i would give them all fs and make them sit in the corner with dunce caps on. but when the europeans got wind that draghi might be done stimulating after the latest bull round, they figured he was
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attempt to bash down the euro. this furor of cessation of european stimulus then caused the dollar to plummet at the exact same time that our stocks that do better with a weak dollar were getting crushed. the big u.s.-based international stocks let the way down, even though they were the ones that was the biggest beneficiaries of what was happens. that's right, i'm going to repeat themselves. that that he had the dollar weaker versus the euro, something the companies have been desperate to see happen. at the same time, because we're just stupid help minks over here, taking our cue from their stocks, the u.s. market instead went down in simply with the european stocks. it's insane! it should go up, not down! now the market isn't stupid the whole day. they stay stupid for a while. that's why the selling turned
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or stocks began to rebound and that actually made sense. let's go over the lessons we can learn from the lunacy. first, never chase stocks. it just ain't worth it. it's just much better to say you missed them. wait for the next downturn. sure they can keep going higher, but i can count on one hand the time in short, an opening, avoid an up opening. second, when the markets rallies try to figure out why. good earnings? good news from the fed? good political news? maybe oil went higher? not to mention -- maybe there's a reason, a real reason, a rationale. even if there is a real reason, though, like any one of those, it's still worth waiting for lower prices before you pull the trigger. otherwise you just have to shrug your shoulders and say, you know what? i missed it.
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as warren buffett always said, there's no called strikes in this game. third lesson -- how many times do i tell you you need to wait for a market-wide pullback. today's intraday decline was the classic buying opportunity that i talk about. the market fell 300 points, peak to trough, because european stocks fell a similar amount. that was wrong, because their market fell precisely for the reason our markets should have been going higher the whole time. the dollar got weaker. there are always more variables out there when oil gets slam, again, though, i've said over and over again, that you have to use -- that kind of marketwide weakness to guy the to be stock it's been a winning strategy longer term, but the main point in today's lesson, the bottom line -- stop being a herd animal. don't chase. you'll likely lose money, especially when you're chasing stocks for the wrong reason.
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good. a's for all of you just for watching. tom in illinois, tom. >> caller: hey, jim, thanks for taking my call. >> my pleasure. >> caller: i have a question on pfizer. what effect will the merger with allergan on people who hold it now. >> i think eel make money. i think the deal will go through. there's a lot of political talk about how nobody likes inversions, but this deal is going to close before that. i continue to own allergan, owned that for a long time, pfizer is good, too. i think it's terrific. let's go to prokash in california. >> caller: hi, jim, thanks for taking my call. love your show. >> thank you. >> caller: what are your thoughts on google for the next 12 months. the is it a good time to get in? >> we actually call it alphabet
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stock. i think my charitable trust has a inspection it that's somewhat large. i would like to make it much bigger. that's how i feel so good about alphabet, nay google. today buyers lost discipline. i'm here to remind you not to chase stocks. that's a mistake. that's how you lose your shirt, though not your undershirt. i always liked that hanes brand thing yesterday. on tonight, i'm telling you if value in stores can mean value in stocks. then it's a supermarket sweep when it comes to the natural organic plays. tonight i'm highlighting three companies transforming the grocery store and moving up their stocks, and it's changing the way we work in teaming up with some of the biggest names in tech. last night, box reporters a strong quarter. is it time to start up wrapping some gains?
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stick with cramer. don't miss a second of "mad money." follow @jimcramer. sent an e-mail or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. stress sweat. its different than ordinary sweat. it smells worse and it can happen anytime to anyone. like when i ran to catch the train to work and a draft blew my skirt up and everybody here saw my unmentionables. yea and they aren't even cute. hello! laundry day. stress sweat can happen to anyone, anytime, and it smells worse than ordinary sweat. get 4 times the protection against stress sweat.
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for value in america. if you offer something cheaper than anyone else, you're going to be met with a level of outright eagerness from the consumer that's downright shocking. house of pleasure. we've seen it in restaurants where mcdonald's has taken the country by storm with lower prices and cheap all-day breakfast menu, one that jack-in-the-box has complained about vocally as a price disruptor that's hurt its own stock. even after this run, i think mcdonald's makes sense to buy, only a small amount as you wait for a pullback. we've seen it in retail. we're the two companies with standout performances, ross stores and tjx, very specifically offer lower-priced brands that will, that they get from buying them from department stores that are frantic to dump their own inventory. these two companies are direct
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countless full-price retailers that we talk about all the time. you're the winner, the consumer is the winner when it comes to buying the same quality merchandise that you would see at the department store for a much lower price. is the stocks of ross and tjx have had great runs. you know i hate chasing. just like with mcdonald's, i would still recommend initiating a position because of the growth prospects and the lame nature of so many of the larger department stores that they buy merchandise from. then today, maybe at a whole new level, we saw the zest for value in the dollar stores, specifically dollar general, dg, which put up much better that expected same-store sales, fabulous gross margins, while at the same time boosting the different from 22 cents to 25 cents and announced an aggressive expansion plan. it's no wonder the stock rallied
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all-time high. dollar general is delivering exactly what the customer wants, brand names for less. it was about as good a quarter as a company can offer, but frankly the commentary was even better. with management talking about how its real estate people are indeed able to find enough locations nationwide to meet the demand for more dollar stores from the public. in fact, the biggest concern i heard on that rosy congratulatory conference call was can dollar general put of storing fast enough to meet the needs of the clamoring masses? the company intends to open an extraordinary 900 new stores on top of the already 11,500 locations it has in the country? quite a difference from your average retailer, which protect in most cases already saturated the whole country. how many companies can claim the high-quality problem of needing to worry about putting up enough
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customers? are there enough malls to put their stuff in? i know it seems strange with the strong job growth and low interest rates it should be stimulating so much purchasing power, but the fact is the average shopper at dollar general isn't feeling it. listen to this gem. i was bowled over by this. listen to the gem from todd vasos. i'm quoting -- the key for our value offering that we have is really what it does. it gives the consumer a trial. you have to remember, our core consumer can ill afford to make a mistake, so she can't afford to tailing a flyer if you will to buy out something on a national brand basis that may be a larger size without having tried it. and then he goes on to say, quote -- if we can offer her a national brand offering as an example at a very small size she
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gives her a trial. once she has the trial, what we have seen is it becomes then -- it migrates into acceptance, and sell moves from a dollar offering and actually trades up to a larger size, end quote. right there. isn't that the value moment in a nutshell in a consumer that can ill afford -- what a country -- ill afford to buy a nationally branded item unless she first has a chance to sample it. we simply don't hear about it all that much if we're well off. given that most wall streeters don't have to trial any brand for a buck first before buying something, it's no wonder the earnings took the money managers by surprise. here's my bottom line. i say once again be on the lookout for value in stores. it will almost always translate in this market for value in a stock, one worth sampling for your portfolio, if not almost
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let's go to ross in new york. ross? >> caller: jim, my big bald-headed boo-yah to you from new york. >> my favorite kind of description. what's going on with you? >> caller: i want to know how you feel about panera bread? >> i'm not changing our view. it was the number one stock pick for -- and even though it's moved up substantially, i continue to be a believer don't forget what ron sell, every time they remodel to 2.0, the stock goes higher. it's value in stocks what americans want right now. much more "mad money" ahead. why focus in on one stock. storm among the companies on the march behind the whole organic natural trend. then don't box box in. i talk to the ceo of how the company continues to innovate. plus making sure your
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play "am i diversified?" so i suggest you stick with cramer. i think we should've taken a left at the river. tarzan know where tarzan go! tarzan does not know where tarzan go. hey, excuse me, do you know where the waterfall is? waterfall? no, me tarzan, king of jungle. why don't you want to just ask somebody? if you're a couple, you fight over directions. it's what you do. if you want to save fifteen percent or more on car insurance, you switch to geico. oh ohhhhh it's what you do. ohhhhhh! do you have to do that right in my ear? i've been on my feel all day. i'm bushed! yea me too. excuse me...coming through! ride the gel wave of comfort with dr. scholls massaging gel insoles. they're proven to give you comfort. which helps you feel more energized ...all day long. i want what he has. man (sternly): where do you think you're going? mr. mucus: to work, with you. it's taco tuesday. man: you're not coming. i took mucinex to help get rid of my mucusy congestion. i'm good all day.
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what gets me is they pantry-style packaged food companies have -- secularly challenged food categories. they've been trying to peddle fatty and salty stuff at a times when americans want to eat more healthful. but to paint the countries with that broad a brush would be way too glib. the fact that they dominate the center aisle have been transforming themselves via savvy acquisitions, and in the process they transform what. of us eat and made their stocks pretty great. consider how hard that campbell's soup, general mills and hormel have worked to brand themselves as organic. let's start with campbell's soup, currently less than a dollar off its all-time highs. one of the most aggressive buyer of natural and organic brands in the past few years.
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a provider of fresh carrots, premium beverages and salad dressings. i them their salad dressings. the idea was to expand the healthy drinks franchise beyond v-8 while giving them a foot did hold in the healthy snack face. then they bought plum organics. that was for an undisclosed sum. at the time it was the number two purveyor of the baby food and number four baby food brandt overall. if they can't have the millennial, this deal ensured they'll have the strong mindshare with the children of the millennials.
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snapped up garden fresh gourmet. they make the number one look with hummus, dips and tortilla chips. this was to give them another platform to complement the bolthouse farms dual. deal. the soup that you can keep eating year after nuclear apocalypse or a zombie apocalypse for that matter, campbell's soup has been trying to rebrand itself for fresh and organic natural foods, the kind of things that the modern-day consumer actually likes. denise morrison understands she needs to give people what they want, and she has the scale to roll them out all over the country. this is not your parent's campbell's soup. how about general mills? less than a buck off its highs. again, we have seen a major move
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starting when they paid $820 million to acquire annie's in september of 2014. in a deal that nearly doubled the company's natural and organic portfolio. then last summer, general mills committed to removes artificial flavors and covering from all of its cereals. why don't we show what's known as a s.o.t., a sound on tape of what happened here? >> half the people that we interview say could you please ease off on artificial colors and flavors? we heard them. we're listening to our consumers, renovating, changing these products to make sure they're contemporary. >> at the same time they're making them more gluten-free. i say that's an extra mile they are going. what you're getting basically is instead of -- ooh -- you're getting -- ahh -- [ laughter ] >> i told you the show was interactive. then general mills snapped up
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growing premium -- have you seen these bars? these are epic, in flavors like bison bacon cranberry and beef habanero, and pulled porcupine apple. another interview from the ceo gives more exposure to sports and hiking shops. these are fab, right? well, we'll wait until the commercial. we have no greenroom food today. let's not forget about hormel, the company most commonly associated with spam, the ultimate in preserved foods. in may of last year we learned that the spam company bought applegate farms, the beloved brand for $7375 million.
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opposite of spam. so it's no wonder hormel stock has soared. these acquisitions may seem too small to move the needle in companies, but the thing you need to understand about these deals is when a package food colosses acquires a tiny organic scale, the vast distribution networks and low them to grow that brand rapidly, while getting it much better placement in the supermarket. hormel can use the relationship to get applegate farms, place in much more prominent areas of your typically grocery store, and we know we like this more than -- that's why these deals are so important. suddenly all kinds of natural and organic brands you used to have to hunt around for are being put right in the center of the store. good for the supermarkets, too. and at the same time these acquisitions give the companies expertise in making healthier
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the for example you better believe the people at annie's are helping general mills make the cereal business healthier and less artificial. >> ahh. >> while they takeovers may be tiny, they can have an enormous impact. that's why campbell's soup, general mills and hormel have been able to put up such terrific results. consider when they reported a couple weeks ago, they delivered a terrific seven-cent earnings beat off an 8 -- and denise morrison, very much welcome on this show, ms. ceo, gave us tremendously bullish commentary about all of her natural and organic acquisitions. campbell's fresh, which includes bolthouse farms and garden fresh gourmet sought it as a clip, and she said they expect still stronger performance from this
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the second half of the year. now general mills last reported in mid december, but i bet when they announce their next quarter, i think it will be a real good one. that's based on the bullish commentary that the company gave at the cagney conference last month. general mills used the word organic and natural 14 times and 13 times respectively. yes, we actually counted them in its presentation. i think that tells you all you need to know. how about hormel trying to totally reinvent itself, when hormel recently reported a month ago, the company delivered a six-cent earnings beat. and most important manage raised the full-year earnings guidance pretty dramatically. hormel talked about how the refrigerated food business, which includes all that fabulous applegate farms deli meat had an outstanding quarter. they just couldn't stop singing applegate's praises on the
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i bet it continues to deliver terrific results. they don't like to talk or show that much more about -- they prefer to talk about -- ahh. given that all three of these food companies are within triking distance of all-time highs, what are we supposed to do with the stock? general mills, while -- you know, general mills is about the same, hormel is at 26 times next year's. that puts all three stocks at a huge premium, which makes them expensive, but when you get a marketwide sell-off, that's the opportunity to start a position in any of them. here's the bottom line. after years of being lost in the wilderness, peddling unhealthy junk food, they have gotten on the natural and organic bandwagon in a big way, which is why their stocks ver roaring. if you don't already own them, i say put them on the shopping list and wait to the next big
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a better entry point. jonathan in new hampshire, jonathan? >> caller: hey, jim, so with the baby-boomer wave reaching retirement and eventually the generational shift, how do you think that would affect the demand for food in the stock price of the big food companies such as conagra? >> are more natural and organic they go, the more in touch with the new customer. this is about something we have heard over and over again, listening to the customer. whether it be social media, a facebook, a twitter, whatever, you've got to be in touch with the customer at salesforce.com. if they move natural and organic, they live. if el they don't, frankly they will die. dave in arizona, dave? >> caller: hi, jim. first, thank you for guiding me into a successful retirement. >> see, there we go. thank you. >> caller: meal question is about the national bench
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the stock price more than doubled last year, retraced a bit this year. i'm looking for an entry point. >> my charitable trust owns pepsico. it's right an $100, it's so well run, we don't have to worry about small cap stuff. they're so consistent, the best organic growth. i prefer if you're going to be in that category to be in pepsico. all right. campbell's soup, general mills and hormel have finally jumped on the natural and organic bandwagon. i want you to put them on the shopping list and pull the trigger for the next big sell-off. much more "mad money" ahead. i'm talking to the ceo of box, and then a brand-new edition of "am i diversified?" plus "the lightning round" is
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back to box, the cloud-based intersurprise stores provider,/mobile collaboration platform? it's a stock that's been slammed. it's rebounded pretty dramatically. box's businesses were up 59%. that's fabulous. it gave robust guidance. after troubling a bit, winning lots of new business. >> and making some helpful strategic system parts. and the stock much is much cheaper. like to erbil some you are by
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box is four times sales versus nine times sales i like very much. it's not yet making money, so we have to be careful. i want to check in with aaron levy, the cofounder and chairman and ceo of box. mr. levy welcome back to "mad money." >> hey, jim, how are you? >> real good. how are you? >> good. thanks for having me many. >> he's talk about the sheer number of large customers you just won. it's something we've not talked about and it's been a remarkable quarter for you. >> yeah, so last quarter we brought in 3,000 new customers. we achieved 85 million and end the the year at other $300 million. certainly from the guidian we put out. that was driven in large part because of the larger customer deals.
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we closed 66 deals over $100,000, 13 deals over $500,000, many of those deals were multimillion dollar deals, and again it's driven by large enterprises recognizing they want to be able to transform the way that their businesses operate. to do that they're going to need more agile technology. they're going to need to be able to transform digitally and fundamentally change how their workforces collaborate and share, and that leads them to modern technology, like box or salesforce or any of these other platforms. >> we know from speaking with the ceo of salesforce, home depot is a big customer of theirs. that helps them try to figure out what the customer did, and i know it's helped home depot sales unimaginably. you landed home depot. what do you do for the company? >> a company like home depot or broaden it out, lie genentech,
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you think about the different business processes in their organization from the marketing team that needs to central i'd and share all of the latest markets assets in a secure way. if you're in sales or in finance, the ability to secure and control all of your critical contracts, but be able to access that information from anywhere. executives that need to be able to review mission-critical content while they're on the road. in hr, being able to share and collaborate around hr documentation. all of that data traditionally has gone into an enter price's datacenter, where they had to spend millions or tens of millions on storage infrastructure, on document management software, on collaboration technology. what we do at box is we give customers a singular service where they can run their business in the cloud, where they can management, secure and control all of their critical content. we handle the security for them. we drive a consistent end-user
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that plugs into things like office 365, salesforce.com and many other platforms, so it's all about saves these enterprises money as well as driving massive product activity gains. >> several analysts asked about microsoft and three talked about ibm. i'm sure for someone who is looking at 1.5 billion company, they're saying, ibm can't do what box does? microsoft, why do they have to involve box? don't they have their own product? what do you say to the retail investor who says i can't believe these guys can't be crushed by ibm or microsoft? >> yeah, so i think this is -- this is a story where we have started is the company 11 years ago. on day one we defined or service for what the word was going to look like in the future. a cloud first and mobile first
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transforming how they store, share, collaborate and secure their information. because we've spent 11 years deepening our technology and deepening the advantages we've had, we just have a headstart over over the largest companies in the planet in this category and space. what's great is unlike the interperu ecosystem of the '90s or the 2000s, today enterprise software is all about enter operability. so ibm and microsoft have come on as strong partners where we can work together to transform how enterprises are managing and working with their information. in the case of ibm, we are jointly developing modern workflow solutions around our content platform and their modern cognitive capabilities. in the case of microsoft, obviously most knowledge workers
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office to edit and work on files. so we have a deep integration with microsoft office where if you download the latest version of word or powerpoint on your iphone or ipad, box will show up as an integrated option for accessing your files. what's great is the entire industry is beginning to change where you're seeing more openness, more partnerships, more enter operability, and the winner of all of this is the customer. it's the enterprise. >> absolutely. >> that can transform how their business will work. >> this was just a great quarter for you, echo the congratulations on the quarter, because ear getting ever closer to profitability while still growing fast. aaron levy, thank you so much, sir. >> thanks, jim. it's speculative, because it's not making money, but you hear about the partners he has and the business he is bringing in. i think this box is pretty interesting. "mad money" is back after the break.
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it is time --it is time for "the lightning round." i tell you whether to buy buy buy or sell sell sell, and then "the lightning round" is over. are you ready, skee-daddy? time for "the lightning round." david in louisiana. david? >> caller: a very happy boo-yah to you, jim. have a very wet man in louisiana, an 18-year listener. i'm looking for some information on cheniere. >> we're not buyers of cheniere. we question the plan here now,
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involved. >> let's go to ben in montana. ben? >> caller: how are you doing, jim? >> i'm doing good, how about you? >> caller: i'm just wondering year thoughts on ibm. >> ibm is moving up in parts, because they're starting to get it together. becoming much, much more towards what we want. we want interactive and artificial intelligence. so i'm going to tell you that i think ibm is a tepid buy, not a strong buy, but tepid. will in florida. >> jim, thank you. medtronic. >> easy. great company, the combine with coindividualium is brilliant, but i life life sciences even better. dave inning inning in? in north carolina? >> caller: my stiller symbol is -- >> it's a gee company.
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but i like granger. i've liked it for 20 years. let's go to al in florida. >> good afternoon, cramer. thanks for being a part of my life. >> no, vevva has had a night -- we said to be cloud, salesforce, adobe, or alternates speculative, we go to box. phil innenen? phil. >> caller: hi, jim. skyworks sluice. >> yes, that stock has been -- it's time for it to start rallies. harry in new jersey. harry in. >> yes, boo-yah. >> boo-yah. boo-yah from tabernacle, new jersey. this is harry. >> okay. >> caller: i want to talk to you about ford, because it's got a great p.e., a great earnings per
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it's got 4.5% dividend. it's got great management, and tons in the pipeline. >> i totally agree. i think they're doing a good job. don't forget the special dividend. i think it's a buy, and by the way, my data drives one. let's go to mark in michigan. mark? >> caller: hey, jim, i'm wondering about intel. >> i think intel is a buy. i think brian krazans has turned the ball around. how about jason in pennsylvania? jason? >> boo-yah, jim. >> boo-yah. a milen -- >> milen is too much of the generics. i lime allergan. i say you sell milen and you buy allergan, and that, ladies and
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"the lightning round"! "the lightning round" is sponsored by -- (cell phone rings) where are you? well the squirrels are back in the attic. mom? your dad won't call an exterminator... can i call you back, mom? he says it's personal this time... if you're a mom, you call at the worst time. it's what you do. if you want to save fifteen percent or more on car insurance, you switch to geico. it's what you do. where are you? it's very loud there. are you taking a zumba class? let's get these dayquil liquid gels and go. but these liquid gels are new. mucinex fast-max. it's the same difference. this one is max strength and fights mucus. mucinex fast-max.
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too many eggs in one basket. that could be an ugly situation. that's why we play one of my favorite games "am i diversified?" you call maine or tweet me and i'll tell it like it is. maybe your portfolio is secure and diversified, maybe you need a wake-up call. let's get the ball rolling here. first up, we have if not give me a filler. -- disney, dollar tree, six flags, alcoa, hormel foods #madtweets. >> let's take a look at this. entertainment and entertainment. [ buzzer ] retail, industrial and food. food, industrial, retail, so we have to choose between six flags and disney. no offense, i like six flags,
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need? eli lilly. that's what why charitable trust has been buying. scott in the illini, scott? >> caller: boo-yah, jim. >> go ahead. >> caller: home depot, netflix, apple, nike and schlumberger. >> okay. we've got a retailer, we've got an oil and gas service company. we've got a footwear company, i'm not going to say that's the same as home depiano. netflix, i'm regarding that as apple. technology, technology, entertainment, retail, but you know, footwear. oil service and then hardware retail. i think that's fine. i'm going to say that's good enough. that's it?
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cramer! like new false lash drama mascara get 400% bigger volume. and new stay luscious lipstick. color and moisture that last all day. the new queen collection is crowned jill and kate use the same dishwasher. same detergent. but only jill ends up with wet, spotty glasses. kate adds finish jet-dry with five power actions that dry dishes and prevent spots and film, so all that's left is the shine. for better results, use finish jet-dry. look like this. feel like this. look like this. feel like this. with dreamwalk insoles, turn shoes that can be a pain into comfortable ones. their soft cushioning support means you can look like this. and feel like this.
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"household articles considered as a group." sometimes this stuff is no longer needed. wait, no longer needed? that can't be right. because remember those jobs you were looking for? those are really needed and they're the stuff inside your stuff. our job is to unlock those jobs. and it starts when you donate your stuff to your local goodwill. here's how we do it: when you donate to goodwill, we sell your stuff to provide job training for people right here in your community. so just by teaming up with goodwill, you help create jobs. and isn't that worth parting with the leftover keytar from your 80's coverband?
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congratulations to the team at ultimata is a loan and mary dylan for blowing the doors off the number. we've got -- once again double-digit comparable store sales for ultimate ulta. that is almost impossible to do. really fabulous guidance. ulta is a very deserving company. i do hope to see mary dylan on the show soon, because it was that monster a quarter. i like to say there's always a bull market somewhere, i promise to find it just for you right here on "mad money." i'm jim cramer, and i will see you tomorrow.
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coming up on "early today," whiplash for the first time the republicans squard ss squared off in what was a civil exchange of ideas and policies. what's happening at trump ral rallies rallies? we'll introduce you to an isis turn coat. and an incredible scene in one ohio town. preparing a good bye to nancy regan. and a night to remember that white house. "early today" starts right now. pp. a rare civil meeting among gop candidates in miami last night. this one focussed more on policy than name calling. the suvilt ofcivility of the night was not lost on donald trump. >> i would say we're all in this together, we're going to come up with solutions and find the answers to things and so far
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