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Jan 23, 2023
01/23
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jeff marks and i talked about estee lauder i wish i had your horse sense. i would have thrown it in as one more reason why this stock up 36% in the last few months has much more to go. thank you. thank you for those kind words about the club with the six positives countering the expected earnings downturn, you have to expect the market to be a lot more don't you? it is on m"mad money" tonight wa fair caught two back to back rallies up 50% in two days so what has wall street rallied around the stock i'm digging into the recent headlines. bitcoin bouncing back. so is it time to take a close look at the crypto or is this market giving you a better way to hedge against economic uncertainty? i'm going off the charts to find out and get this, eli lilly announced the fda shot down the company's request to fast track the alzheimer's treatment so what material impact if at all could this news have on the stock? i'll give you my take and it's pretty darn disruptive so stay with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter hav
jeff marks and i talked about estee lauder i wish i had your horse sense. i would have thrown it in as one more reason why this stock up 36% in the last few months has much more to go. thank you. thank you for those kind words about the club with the six positives countering the expected earnings downturn, you have to expect the market to be a lot more don't you? it is on m"mad money" tonight wa fair caught two back to back rallies up 50% in two days so what has wall street rallied...
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Jan 5, 2023
01/23
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now starbucks is at 104 and estee lauder's at 261.nmade problem can be undone of course if you believe china was about to collapse and sold starbucks or estee lauder, you missed some incredible moves now, there are plenty of stocks that can still fall much lower than they are and not turn on a dime the mega cap tech stocks do seem overvalued still relative to the fundamentals their declines may not be over but i do have bad news for the perma-bears, the world is not ending, it just feels that way on wall street the psyche of the people is frail right now, and wounded but eventually it will get better it always does if you want to be a great investor, you have to decide that the sky's not falling because it just isn't. just don't do it too early les you run into more panicers than you bargained for. i like to say there's always a bull market somewhere and i promise to try to find it just for you right here on "mad money. i'm jim cramer see you tomorrow nirav is the founder of social media phenomenon nextdoor. i've been the ceo of three
now starbucks is at 104 and estee lauder's at 261.nmade problem can be undone of course if you believe china was about to collapse and sold starbucks or estee lauder, you missed some incredible moves now, there are plenty of stocks that can still fall much lower than they are and not turn on a dime the mega cap tech stocks do seem overvalued still relative to the fundamentals their declines may not be over but i do have bad news for the perma-bears, the world is not ending, it just feels that...
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Jan 13, 2023
01/23
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estee lauder is my final trade on the last show which is going to benefit from prestige beauty, and thepening in china on the adobe side, might be in the penalty box longer they made a big acquisition this year i think from a longer term perspective, digital marketing is going to continue to be critical so a-minus on the trade. >> riva has some game. jeff in north dakota, bought shares of msci 270 for the i.r.a. want to add to the position. is that a good plan. please don't have mr. wise grade it, i don't want an "f". >> we feel you i think steve would give him an a-plus and he should given the profit that jeff had i don't want jeff buying more msci look at the three research funds, msci is the most expensive of the three, i would rather see you buy fax set, that's the cheapest, that's small cap, that's the one i would add to. >> keep the trades coming in send us an email at askhalftime@cnbc.com, tweet us d 'll veanweha the committee continue to grade your trades. finals next. what if you were a global bank who wanted to supercharge your audit system? so you tap ibm to un-silo your data
estee lauder is my final trade on the last show which is going to benefit from prestige beauty, and thepening in china on the adobe side, might be in the penalty box longer they made a big acquisition this year i think from a longer term perspective, digital marketing is going to continue to be critical so a-minus on the trade. >> riva has some game. jeff in north dakota, bought shares of msci 270 for the i.r.a. want to add to the position. is that a good plan. please don't have mr. wise...
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oh estee lauder, got the 1st explosive isn't position kind of out in about one and a half minutes. it'll detonate the explosion can be felt 50 meters away. nice one, have a good. the explosion triggered a controlled avenue launch. the service team will tear away the masses of snow and then open the slugs and the play area to the public. in austria alone, they were more than 100 avalanche accidents in 2021. 14 people were killed and your back lion shall research his avalanches. at the department for natural has it's in, in spoken to day his in the stew, by valley investigating the destructive forces of avalanches at samar gotten on for him. pest failed. this is our test field. i feel this protective structure here is the so called snow catch, and o, catcher for the power lunches coming this way will end up here. no units. fish on levina valve clocked out the door with her. mom distorts. ponder light comes from up. there hurtled down home, have all the and hits the snow, catcher, embalming fits of the structure with several senses that record the impact of the avalon shaft. alf, sorr
oh estee lauder, got the 1st explosive isn't position kind of out in about one and a half minutes. it'll detonate the explosion can be felt 50 meters away. nice one, have a good. the explosion triggered a controlled avenue launch. the service team will tear away the masses of snow and then open the slugs and the play area to the public. in austria alone, they were more than 100 avalanche accidents in 2021. 14 people were killed and your back lion shall research his avalanches. at the department...
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Jan 10, 2023
01/23
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i'm not sure i get the parlay bet here >> steph link for you from a twitter user i bought estee lauder3.55 on december 22 what do you think. you own estee. >> i own it. i think it goes much higher. travel retail is 25% of revenue both i expect to come back into 2023 and into 2024 strong international brands, excellent mna strategy, very conservative guidance. i think this is a winner long-term. >> cory says i bought amazon today at the open. what do you think about this >> so i can -- i own amazon. i can only speak to my own investment here. and what i want to tell you is that the buy with prime launch, which they are opening up to everyone sometime starting january 31st might actually be the biggest amazon product launch since they really started to focus on aws. the history of amazon is building amazing technology internally and then turning it inside out and allowing the whole world to benefit from it cloud was one example of that. the next big thing, buy with prime, they had a pilot program going on with only invited third party merchants who wanted to sell their own product but le
i'm not sure i get the parlay bet here >> steph link for you from a twitter user i bought estee lauder3.55 on december 22 what do you think. you own estee. >> i own it. i think it goes much higher. travel retail is 25% of revenue both i expect to come back into 2023 and into 2024 strong international brands, excellent mna strategy, very conservative guidance. i think this is a winner long-term. >> cory says i bought amazon today at the open. what do you think about this...
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Jan 3, 2023
01/23
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the group, number one, estee lauder stephanie link, piper sandler says it's their best new idea.think that it looks expensive at $47 times forward, but if you think china is also troughing, which i do, that the stock is not nearly as expensive very strong brands, love the tom ford deal, 30% of their total revenues is in china and 25% travel so you've got to get those two pieces right i think 2023 sets up well for those to recover >> they like the tom ford deal, too. joey baird. yum and chipotle are their top 2023 picks you, of course, own chipotle >> i do. yum's interesting, as well seeing some momentum gather there positively, both fundamentally and technical i. >> what's your final trade >> i'm going to go with goldman sachs. >> ah, okay. interesting. stephanie link, your final >> johnson & johnson this is another company that is spinning off the consumer piece, but not until november of this year so we have a little time to wait state of the art pharma, great med tech business, great balance sheet. >> thank you for that. great new year to you. j.b. josh brown >> yeah, so, chub
the group, number one, estee lauder stephanie link, piper sandler says it's their best new idea.think that it looks expensive at $47 times forward, but if you think china is also troughing, which i do, that the stock is not nearly as expensive very strong brands, love the tom ford deal, 30% of their total revenues is in china and 25% travel so you've got to get those two pieces right i think 2023 sets up well for those to recover >> they like the tom ford deal, too. joey baird. yum and...
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Jan 13, 2023
01/23
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top of the list on the 500 is target up again, etsy, estee lauder, tractor supply is on there too. nasdaq, jd.com, merck, move on, check the 10-year treasury please it is at 3.46% today. i call that fairly bullish when it's below 3.5%. the price of, yes, gold hit 1,900 bucks an ounce finally, 1,907. bitcoin, just a fraction below 19,000 bucks a coin. that's a rally this week. the price of oil up $78 a barrel , nat gas doing nothing at 3.56 down 3%. the ample price for a gallon of regular gas is 3.28 actually went up one cent overnight, not much, diesel study at 4.61. coming up, the white house stone walled reporters when grill ed over biden's classified documents. roll it. >> i would refer to the department of justice or my colleagues in the counsel's office but again i'm just not going to go beyond what the president said. i'm not going to go beyond what the president said. again, i'm just not going to go into the particulars or the specifics of what the department of justice did. stuart: all right not much transparencies there. here is a headline for you. the disorganized gop and
top of the list on the 500 is target up again, etsy, estee lauder, tractor supply is on there too. nasdaq, jd.com, merck, move on, check the 10-year treasury please it is at 3.46% today. i call that fairly bullish when it's below 3.5%. the price of, yes, gold hit 1,900 bucks an ounce finally, 1,907. bitcoin, just a fraction below 19,000 bucks a coin. that's a rally this week. the price of oil up $78 a barrel , nat gas doing nothing at 3.56 down 3%. the ample price for a gallon of regular gas is...
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Jan 25, 2023
01/23
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it's every day estee lauder china is their market.nd it's back to the selfie generation, david. stocks down, of course it's a lousy day but the notes are really incredibly positive. >> katie huberty, morgan stanley great shark, yesterday, looking yesterday at china's reopening it's going to have much more of a hit on iron ore than crude >> katy is in the charts i look at, and it's intriguing because she's coming up with very contrary views, and i like that. anybody who comes up with a contrary view might have spotted what's going on with enterprise software by the way, the venture capital industry enterprise software, where are the deals? where are the deals of all the companies that were created? where are they >> you have to get to a point if you're a private company that you're actually running out of money. >> that's what i keep thinking >> i don't think they're there yet. that said, we've made the point that some of the bigger buyers of those businesses, vista, for example, don't look to the private markets now, look to the publi
it's every day estee lauder china is their market.nd it's back to the selfie generation, david. stocks down, of course it's a lousy day but the notes are really incredibly positive. >> katie huberty, morgan stanley great shark, yesterday, looking yesterday at china's reopening it's going to have much more of a hit on iron ore than crude >> katy is in the charts i look at, and it's intriguing because she's coming up with very contrary views, and i like that. anybody who comes up with...
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Jan 27, 2023
01/23
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conference calls are perhaps the most thought-out of almost any conference call, maybe fabrizio from estee lauderown, raw costs, competitive costs, battery power, i mean, it's -- the thorough nature and the seriousness with which he takes the process now is amazing >> you mean musk >> musk is very -- he's a rigorous thinker we always knew he was, but he had such contempt for others now he's either got the contempt in check, or he realizes, you know what? i have to play the game. he's remarkable. >> well, maybe that option game is -- illustrates why, for example, adam jonas at morgan stanley yesterday updates his bear case of $70 and his bull case of $390 >> well, jonas is, as we said at law school, i've never seen anyone like jonas, because he's got a flare. it's, look at me a look at me, i'm an analyst, i'm over here. no one really does that. how's he doing with livenation and ticketmaster he should testify. he should say, listen, i'm not -- my tickets aren't selling. you know, you got to be -- he is funny. he has a buy on quantum scape. that's david's favorite. but i think that there is a notio
conference calls are perhaps the most thought-out of almost any conference call, maybe fabrizio from estee lauderown, raw costs, competitive costs, battery power, i mean, it's -- the thorough nature and the seriousness with which he takes the process now is amazing >> you mean musk >> musk is very -- he's a rigorous thinker we always knew he was, but he had such contempt for others now he's either got the contempt in check, or he realizes, you know what? i have to play the game....