Buy the cyclical stocks. On a day the market got hammered, nasdaq declining just. 06 lets remember what actually took us to these record levels in the first place because those stocks are still the best in jump you know what i am talking about. Talking about a termite coin i am talking about faang yeah, faang, facebook, apple, netflix and google these stocks gone out of style on the wall street fashion show. Smart money keeps telling me to get out of these small stocks and into the russell 2,000 they want you to forget faang and big on everything better with the vaccine there is some stocks that become a lot less attractive when the world goes back to normal. Oh, but not faang. These companies are living and breathing organisms. They are so powerful theyre not connecting to the economic win theyre in charge of their domestici desti destiny. They dont care whos in the white house. It put a target back while zuckerberg fights the government, it would be better if he didnt have to so they changed the narrative, they started rolling out initiatives to design to help people building facebook to help their company. These Small Enterprises are the backbone of the u. S. Economy at the time many of them are wiped out by the pandemic, facebook threw them a lifeline i will talk to the worlds most social expert. Incredible bargain for Small Business i interviewed ceo of apparel company, they tell me the same thing. Facebook still gives you the bucks. Facebook is planning to launch its own Digital Currency and their own bitcoin. Would that be the right thing to do whats not to like next up, apple apple managed to rally today took the stock, talking of the strength of the new iphone apple is a fabulous 5g play. I need to add the Service Revenue stream keeps growing and growing. Apple is the most satisfied customers on earth right now there is a sense that apple stock is over valued dead wrong first off i bet these estimates will turn out way too low especially when you factor in the rapidly declining dollar something you never hear about when the dollar is going up and crushing apple oh my, theyre leaving billions on the table not anymore. Secon it is a kind of a consumer package. Third, we dont get enough credit for the wearables apple watch owns this whole space. I expect the next president to go easy on china even if biden besides to be tough on china as trump, its administration will not be capricious major price earnings and multiple enhancers and how about amazon covid cases are exploiting right now. When the pandemic gets out of control, what do people do they turn to amazon with their shopping sad for our country but fantastic for amazon i almost bought floss from amazon why not . And how about some sesodyne, too. Why not . How do i stop it with the sensodyne. This is the kind of company that can reinvent itself once a month. Drugstore stocks have been obliterated. This is cyber monday do you think wall street tomorrow is going to ignore the incredible sales amazon puts up . Then there is netflix. A lot of people been writing off lately oh, i think thats a mistake you think it would be trouble but these guys know what they want to watch, sure enough queens gambet was viewed by 60 Million People there is nothing on the schedule that seems to be releasing, they release the biggest break out hit ever if you have not seen it yet, what are you doing with your life even my sister loved it. Apple, apple owns youtube, i cant believe how p they can afford it. The reason to stick to the stock here is an advertising play. Once we have a vaccine, all sorts of companies will start running ads again. Alphabet have been a terrific covid winner but it is also a vaccine winner what about all these groups they want you to swap into . So what . Very few Oil Companies can meet the is estimate here. Cyclicals, i love it more than anyone they already been bid up democr dramat dramatically amd, well hear from Dell Technology and pcs business is on fire. The faang stocks are the group that let us hire this year and theyre not going away we need some questions why dont we start with lenny in virginia lenny hey jim, big booyah to you. Right back, right back. I want to say my father introduced me to your show about 16 yeears ago and i have been a loyalist since and you have not aged a day wow, tell my wife my wife would be okay. Whats going on . So i like to hear your thoughts on Tmobile Tmobile is a buy at t is a sale, verizon is good when you want to have that income tmobile is a grow stock i cant believe how that company hit it i am tired of their ads and music but does not mean i am tired of their product andrew in new jersey how are you doing, jim . Happy thanksgiving and i hope you had a safe holiday my question is about ebay. My question is buy, sell, or hold i saw we hat etsy on. I have to tell you, i do like shopify, it has its own show i see it a lot but mostly i like amazon and at the bottom i like ebay, kind of down at the bottom of the bay. You dont want to be there lets go to dean in ohio de dean hi jim, how are you i am well how about you . I am okay, my stock is kroger ocddy. Kroger is to construct a Customer Fulfillment Center at monroe, ohio a 200 item grocery list can be picked and loaded in a matter of 15 minutes expanding krogers e commerce is kroger a buy . At a time i started losing faith just because oh my it is a hard business. It restored my faith rodney mcmullen, he sent me some ice cream recently fabulous i love the ice cream it was really, really good i especially liked the chocolate. Kroger is good a lot of these different retailers grab the vaccine thats the tale of the next tape dont forget what actually took us to record levels. I am talking about faang it is not going any time soon. Dont let people go buy occidental i am going to tell you what it means for finance when i sit down with the ceo of s p global. Lets tactic wilk with michael. As more people are opting out of ride sharing, what does it mean for carvana, i am talking with the ceo. Stay with cramer dont miss a second of mad money, follow jim cramer have a question . Tweet cramer, madtweets, give us a call 1800743cnbc miss something head to madmoney. Cnbc. Com. So get the 5g americas been waiting for. Verizon 5g is next level. Unlimited plans fit everyone in your family, starting at just 35. With 5g included at no extra cost. Plus, youll get the entertainment and gaming the whole family will love. 100 obsessed with the mandalorian. man i watch a lot of sports. woman it has all my favorite shows. Switch now and save 700 on galaxy s20 plus. Its like a gift on top of another gift. Gifts keep coming at you. Everywhere. This is 5g from americas most reliable network. The teams been working around the clock. Wire, weve had to rethink our whole approach. Were going to give togetherness. Logistically, its been a nightmare. Im not sure its going to work. Itll work. I didnt know you were listening. Merger monday is back, baby. Two of the Worlds Largest prevayers. You may not know ihs market. At the time when data becomes the hottest commodity demeanor t in the world. I think it makes sense it makes sense why with Doug Peterson and s p global and the chairman ceo of ihs. Gentlemen, welcome to q mmad money. Dogood to be here, jim rating is only 30 . The reiff nvenue you are gettins stickier than the one you have we are going to be from what people are looking at agency well have 76 of revenue after this will be reoccurring revenue. It is a repossession of the company and the highest growth areas of the Financial Markets thats why i think the stock went up as a lot of people thought i may go down. Lance, i love your company you know for many, many years, i love your company. Why sell now when you have a full head of steam well, when doug called me and i picked up the phone and we got together and it was a compelling story. Being able to take our content and then leverage that across s ps Global Distribution platform is a real winwin so, one plus one equals three here and it is compelling and i cant see anything else that can beat this combination. Now lance one thing i was trying to figure out today, how much over lap there is some people were saying about antitrust. I see almost no over lap between the two companies. Yeah, there is almost zero overlap. When we look at across 11. 5 billion revenue it is negligible little to no overlap is how we would describe it the mosaic business that you have, tell me what data lake is because you used it many times many the Conference Call thats an important term and i want your viewers who have been in your stock to understand the data lake concept. It is where you take all of this desperate data whether it is organized, structured or unstructured and you put it together in an area where anybody can use it you can use it in new ways and you can link it and analyze it and Machine Learning and Artificial Intelligence and find completely new insights. Ihs market has a data lake structure, it is an architecture that works really well we have the intelligence of data science tools. This is one of the most comp compelling part getting together you have decided a long time ago this is the way many people, younger people are going to evaluate stock you hit that one out of the park in terms of the analysis that you can provide for our customers. We are starting s p global with a strong baseline of indices and Data Analytics in addition, they got battery information about the evs and the evolution of different types of commodity and carbon markets. Putting it together with ratings and values and indices, it is going to be a home run lance, i have loved your work and admired what you have done for a long time. This would be a Great Company. Toupt you want to go to the next big thing . There is room for one ceo. I have to say i always admire s p like you have and doug is as great leader this combinations super compelling i am a shareholder and i am excited for those prospects. You know my team will be forming part of dougs Leadership Team and part of my board is going to be dougs. I am glad to be a shareholder. Doug, just pick up the phone, you just pick up the phone, look, i think this is a good fit, lets figure it out, thats the way it works on a year of zoom, no get together, what can you do we started a year ago understanding our own strategy, looking at longterm strategy and all the areas we want to find the highest growth businesses and everything we looked at always pointed to ihs market i called up lance at the beginning of september and we started talking. The world of zoom does work. We were able to meet frequently on zoom and get to know each other better and due real diligence. We are excited of this opportunity and what we can do together you should be every time you come on the show, i like the company more and more please dont be a stranger, lance and Doug Peterson. Great to see you guys. Mad money will be back this is decision tech. Find a stock based on your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. Tget an iphone 12 with 5g on us on every single plan. Switch now and save 20 on your bill vs. The other guys. Thats right. Iphone 12 on us. Its time to holiday on with t mobile. Lets not forget covid19 created all sorts of bull market there is a lot of money being made helping millions of people cope with stayathome economy take consumer hardware their Enterprise Business is a little slower than i liked d dell wrapped up much better expected sales wall street is looking for 1. 41. And they paid a ton of debt. Dell stock barely budging news even when we beat the virus there is a catalyst here companies are thinking of spinning off the cloud king, vmvm vm ware. Yet it ridiculously low price i think it is a buy. Lets go to michael dell, mr. Dell, congratulations on another Strong Quarter and welcome back to mad money. Thank you, jim, great to be with you michael, you are putting up numbers that are unbelievable. We are talking about number for the Client Solutions group south standi outstanding and demanding for notebook it is real value added talk about some of the new things you are doing so that people wholistically want to choose Dell Technologies we are embracing as a service, weif you look at our balance sheet, you will see revenue is up 11 and a lot of that is Software Licensing and look, we brought together the leaders and infrastructure, hardware and software and resonated very well. As you said our client business, customers certainly pivoted to all of the, everything pr hofrom home work from home and learn from home we are seeing double digit growth in education and online and direct business is up very strong i think we years ahead, well be strong this last quarter on top of a strong profit, we were up 35 . One of the things i thousand was impressive is, i am not in the Enterprise Business. Power store, check out what kind of power store no, this business is only an emc name business. It has gotten traction in a short period of time it is a shortest storage platform we have we did have double digit growth and continue to have double digit growth we are going to have another big quarter in the Fourth Quarter and look, i think customers are spending more on the client side where they are in the data center right now that data center is going to come back. We are super well positioned for that how about the use of ar dell is using ar for the Holiday Season it is going to be a huge Holiday Season for you hey, someone is stuck at home and does not want to share pcs the share pcs thing does not work, right . It is difficult household where you may have had two parents and two kids and you may have two or three pcs, if the kids are learning online and parents are working online, you need to have one per person. Some other competitors did very well in our pcs business grew year after year and just so you know, jim, our business is about 20 larger and almost twice the profit dollars and so i would argue we got a way Better Business and certainly we are expanding and growth Consumer Online has been staggering and dell. Com is the place to buy your pcs right now. When i look at dell, i think of remote and flexible work. These are things you werepandem. Yes you also mentioned vm ware, it continues to have another Strong Quarter. Revenues were up 8 , and income is up 18 . Very strong growth and subscription and sass revenue up 44 . Trip triple digit growth. We are making progress on the spin, we have resounding positive feedback from shareholders we are confident that by distributing the dell tech state of vm ware directly to our shareholders is going to benefit all concerns it will simplify the cap structure and enhance flexibility while we maintain beneficial commercial relationship we have the core business as you see now is healthy and on its own and has a runway to continue to grow it is another example of our relentless focus delivering value on all shareholders. Do i need to worry about the Solution Group when revenue was down 8 billion and it is down 4 you were not happy with it can that change . Sure. I think we are seeing better servers. If you dial into specific customers and meeting with more customers. We are able to do it remote and virtually, you know they ship their budget over to the clients side. Customers dont have budget and they are spending more working from home than they were before. Theyre deferring some of those data center. We are well positioned, we are multicloud and 5g and we are seeing some of the high value and ai type workload. The client spending it comes down to the second half of next year we are well positioned for the data science i have to use this opportunity because you will never say a good word about yourself thats not your style. Dell student tech crew, the s p business that hes going towards your foundation. These are things that you do uniquely lets talk about training kids, student tech road. Sure, this is one project that we are excited about. What it enables is High School Students to get handson trades so they can support their school and being experience as they access career and tech part of our progress made real plans, goals for 2030, looking up online and you know last year we trained hundreds of students and this year well train thousands of students and thatll touch hundreds of thousands of their peers and get the next generation ready for the jobs in the future remember people, business is the greatest source of social change you are looking at someone whos making that happen michael dell, chairman of ceo Dell Technologies. Congratulations on everything you do to help youths. Great to see you, sir. Thank you, jim, great to be with you mad money is back after the break. This is decision tech. Find a stock based on your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. Find a stock basedtech. On your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. I got it all from you im always pushing through i know well make it to the finish line i know youre waiting on the other side im like you ondemand glucose monitoring. Because theyre always on. Another lifechanging technology from abbott. So you dont wait for life. You live it. Now the market is taking a brooe breather, what do we do with the red hot used car stuff take carvana. Their stock is surging 92 to date come on, that was an incredible buying opportunity you have a ton of migrating. Last month they recorded a great quarter. 4,000 for profits for car lets check in with ernie garcia the third, the ceo of carvana, mr. Garcia, welcome back to mad money. Thank you, thank you for having me. I was blown away looking at the progression. That is company that a lot of people thought you would never make a lot of money. You are giving people the fouryear projection so people know what kind of trajectory you are really on . Well, sure, we went public in 2017 in 2016, we made about a thousand dollars in gross profit in the third quarter, we made about 4,000 profit per car. We moved that up quickly we make our customers experience more simple. By giving customers a great financing experience it just pulls through and just being enabled of it this is a huge market. This is a way younger people want to buy cars they want to go to their cell phone and buy a car. Is that the way people are doing things now i think all of us want things to be done easiest and in way that is we can trust it was about using mod teern technology to give customers a fair price those are things that whether it is before the pandemic or perhaps after the pandemic we are working hard to continue building those directions and delivering a great experience for customers. I think the people dont understand the value of your inspection and reconditioning. Thats a secret sauce thats growing. You just put up a new one and it makes me feel that you guys really know how to measure how much a cars worth yes, our centers are around the country. We are building it out quickly with those recondition centers, theyre about 100 acres facility we have cars parked on the ground and the Assembly Line setup theyll get done and photographed and put on the website and we can run logistics out of those locations and that gives customers peace of mind and it is carvana certified. It makes it easy for us to deliver it customers can go to their phone or computer and get proof of financing. Those Inspection Centers is a big part of what we do i imagine better than going to a car lotto buy cars. Our goal is delivering customers extremely high quality cars that they can rely on we want to get it in a great shape and photograph it and calling out any i mperfection ahead of time. The quality they want and given the selection they want and the price they want is buying cars from customers of the cars we sold, 56 had been purchased from another customer so we are cutting so much out of the trade. We are just buying from a customer and reconditioning and putting a thousand dollars parts in it. Thats a big driver of our growth as well i lithi lithium motor, obvioe can be extremely competitive verses carvana, is it possible to be extremely positive verses carvana . Of course we built the last eight years and we have done it with thousands of people and they come in every and care deeply about our customers and keep our folks on our customers over the last eight years, we cross thousands and thousands of hurdles and all these things difficult along the way. I think as more and more companies out there, customers want to buy cars this way. We expect customers coming out and do similar things. I think all of these companies are going to face these challenges it is not just about buying cars online but ensuring our customers. Because of that we try to stay focus on our customers, thats our Guiding Light and try not to focus too much on competition. There will be more competition out there. The company is a Great Company we wish them the best. It is all the Little Things that matter it is not the decision that heads into that direction but execution s of Little Things you mentioned something of word to mouth. I bought a corvette, i didnt like it. Good. Oh no. I think to really take it back you came and took it back. You know how many customers i have given you because you did that i could not figure out how come you took it back i thought once it left the lot, you are dead but you are good. Well, so i think what you are describing what i say really matters. A customer when they buy something thats important as a car, they spent 10,000 to 100,000 on a car and it gets delivered to them. Thats an important moment it is an emotional moment. If you deliver to a customer with high service and the quality is great theyll love you forever thats part of us holding ourselves accountable delivering great selection and cars and giving the customers the ability to return it and if it does not fit your life, you can return it as well. In the long run it will pay us back ernie garcia, welldone do you understand why this company has a secret sauce this just works. Mad money is back after the break. Were excited to do business with you but before we sign i gotta ask. Sure, anything. We searched you online and maybe you can explain this . I cant believe that garbage is still coming in. That is so false frustrated with your Online Search results . Call reputation defender today to join tens of thousands whove improved their online reputation. Get your free reputation report card at reputationdefender. Com or call 18778668555. It is time for the lightning round. Are you ready . Chris in california . Chris. Booyah, jimmy whats up shoutout to my grandfather, he got he interested in the stock market at a young age. Hes a big fan and i want to say hi thank you, tell him thank you. Thats great the stock thats been firing the last couple of months even though it pays a solid dividend, olin thats an inexpensive stock mitch is the guy that covers this i am looking at this thing and i am saying this thing is on fire but basic chemicals are working. Lets go to joanna, please booyah, jim, thank you for sharing all your knowledge of course, doing my best here i am wondering your thought on peloton it is up and down and i am currently ahead. Okay, let me tell you how i look at peloton. Sometimes stocks are too hard. I think peloton is too hard. You got to worry about the pandemic too hard when it is too hard, we take a pass i need to go to mark in florida now. Cramer, how are you feeling tonight . On fire how about you . My hair is on fire. Thats it thats not much of a fire. I have a question for you, i hope you didnt forget about them j j. I bought it on the dip and it keeps dipping. J j is fine what is it that we are hearing about their vaccine. A good run on j j, well move onto boeing. Th it is an interesting trade i think you are fine lets go to calvin in texas. Calvin booyah, jim, how are you doing. Very well, thank you, how about you . Good. Cinemark i am predicting for it to go up for 35 or above, postpandemic, i think it is going to rebound and after pfizer comes out with the vaccine and a little popping in the bubblebubbles, i want to what you thought my daughter went to the movies this weekend but it was in madrid. I think this one is going to be a foot race between the vaccines and the business. If vaccine is done in april, you got a winner thats what you got to recognize. It is going to report and you got to be there in may it will be a little late lets go to jacob in new york. Jacob. Booyah, jim i am calling about lemonade, not the drink but the company. We totally have them on it is fantastic. It is a Little Company thats doing so well. All the kids brag about their insurance. I got kids in new york, hey, i use lemonade great great. Thats exciting. A double click on that let me unpack that and pull the thread jackson in north carolina, jackson. Booyah, jimmy chu jimmy, is it a buy at this level . It does trade unfortunately with the banks and not with the financial services, rocket companies. Their business is so good, you would think of a higher price at multiples. I cant tell you to sell it here or buy it. I can tell you it is a good company. Let me go to brandon in new jersey booyah, jimmy, how is it going . I am curious of your thoughts sell, sell, sell. Ner energy transfer. Thats the conclusion of the lightning round. The lightning round is sponsored by Td Ameritrade turn on my tv and boom, its got all my favorite shows right there. I wish my Trading Platform worked like that. Well have you tried thinkorswim . This is totally customizable, so you focus only on what you want. Okay, its got screeners and watchlists. And you can even see how your predictions might affect the value of the stocks youre interested in. Now this is what im talking about. Yeah, itll free up more time for your. Uh, true crime shows . British baking competitions. Hm. Didnt peg you for a crumpet guy. Focus on what matters to you with thinkorswim. Cyamericas been waiting for. So get the 5g verizon 5g is next level. Unlimited plans fit everyone in your family, starting at just 35. With 5g included at no extra cost. Plus, youll get the entertainment and gaming the whole family will love. 100 obsessed with the mandalorian. man i watch a lot of sports. woman it has all my favorite shows. Switch now and save 700 on galaxy s20 plus. Its like a gift on top of another gift. Gifts keep coming at you. Everywhere. This is 5g from americas most reliable network. We all want to find the next tesla, dont we . There is just one problem. The next tesla is tesla. There is a reason why this company is what 538 billion capitalization and the stock is up 600 for the year tesla is the most popular electric car s on earth the promise land it was not easy. So far many tried to build a better electric car. They all failed. Elon musk had been at this thing for 17 years tesla does not need to advertise it in an industry. I think ford actually can pull it off theyre rolling out the electric persi version of f150 truck but it is not until 2022. Insane i am skeptical like candy technologies. N nikolas stock has been making a come back after an important and positive change imagine. Today it got down at 21 it was lot worse than what they negotiated for the fraud charges. A little downside, i would say right now nikola is a little risky. The change in management is a good thing i am getting nervous of plug power. I am starting to get a little nosebleed. Not enough organic orders. It is hard to think this stock gotten way ahead of itself especially of the organic last secondary. And plug power takes a breather. I think Hydrogen Fuel skrcells the future the technology is not there yet. It is too darn expensive for the moment but i be bullish on cummins. It is not on the horizon yet if you dont understand all this Hydrogen Fuels stuff, cummins has the best explanation on their website. The democrats love alternative energy you know how tesla made it through the Great Recession . They got 465 million loan as part of obamas stimulus packet. I call that money wellspent in part because a more environmental friendly white house is already baked in. You want the next tesla . I got an idea, stick with the current tesla. I want to say there is always a bull market some where, i promise to find it for you i am jim cramer, see. Im Shepard Smith on cnbc and this is the news that would be a false in this pandemic. A race for a cure a second drug maker requests emergency approval who gets the vaccine first and how will they get it women take top stops in the Biden Administration congress back in session but time is running out. Americans need relief now. Plus, players sick, games
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