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If theyre wrong. The s p up 5 per and the nasdaq jumped 1. 5 . Theyre having a tough time putting together a coalition that can make sense of things that can go higher or lower. Its almost as if there are warring factions out there that cant reach a consensus and the result is this disparate amal gam of stock prices that are all over the map. House of pleasure. House of pain. Let me tell you where each of these factions are coming from and why they cant come to the agreement, creating the impression of complete chaos at any given session. The first faction, those who think the economy is strong and getting stronger. This group got a real boost today when the government reported that our countrys Gross Domestic Product or gdp grew by 4 per last quarter. Thats a remarkably strong figure. They buy the stock of economically Sensitive Companies betting that its better than expected because the overall economy is stronger. At the same time they want to sell, sell, sell, the stocks of companies that dont need economic growth. Namely the foods, beverages, drugs and consumer package food plays we talk about all of the time. The robust economy cohort is alive with another group, those who were concerned about a brand new worry, the very strong there are. In the last few weeks the euros been crushed, making it so our companies will make much less from the goods when the profits are translated back into dollars and thats putting more pressure on cocacola, kimberlyclark, pfizer and kellogg. The second fact, here is a company that believes that healthy gdp figure we just saw is the peak of the u. S. Economy. Thats right. The peak in the economy. And the same stocks, that came in the industrialses, they must be sold or even shorted. Why . For starters, this camp believes that the fed has to raise Interest Rates soon or fall behind the curve. So what if the fed itself says theyre slack the labor force as it did today and thats what matters . Which is why the fed isnt taking up rates to cool the economy right now. Interest rates soared on the gdp figure. Higher rates will hobble the already struggling housing market. They can hurt auto sales. They can slow Small Business creation. They can slow down the whole economy, so to this negative camp, the surge in rates we saw this morning off that strong gdp number are sowing the seeds of our economys destruction. Second, the gdp believes strongly that individual companies arent doing nearly as well as you think because individual cycles within the economy have totally run out of gas. This cohort has turned negative on a bunch of sectors that are down 10 now from their highs, much in aerospace and some of the transports and much in Agricultural Equipment and the mortgage lends that isnt getting hammered and retail spending and home buying and home building. This negative contingent thinks its all downhill from here from most of the stocks out there. Third, this contingent is losing faith in fed chief janet yellin and theyre growing negative on the whole stock market because of that. You often hear people articulated in this fuel and theyre strident that the fed has become a joke and theyre giving you the manifesto of this angry person crowd. I consider them old yellers. People who care about the individual earnings of individual companies because after all, its earnings season im a throwback to this group. These people take group action, buying entire sectors when they see good earnings from one of the groups members. So, for example, amgen, big biotech just reported a terrific number which sent up gilead, celgene, regeneron benefitting from positive data showing its anticholesterol drug could help prevent heart attacks and strokes should be taken in conjunction with anticholesterols and could be huge or American Tower reported the cell phone antenna coming and it was a massively fabulous quarter and the whole equipment complex surged and the big telco players must be spending. Sometimes these stock focus guys really do go everboard, when twitter reports a good number like we did last night because that took up every Single Company involved in social media and the web and netflix rallied hard and the sales force. Com and three very fastgrowing Software Plays that, frankly, trade with twitter. The earnings focus contingent also sorted out the banks today because the banks do better when Interest Rates rise and they rose big. Believe me, this sector could have real legs if rates go hire again tomorrow because its fallen way behind the market. Same thing happened with steel stocks, but the buying was well contained to just the steel though as the similarly cyclical chemical and paper stocks got hammered, why . Because they do badly when the dollar is strong. See how hard it is to put these coalitions together . These stock lovers come out in full force after they were buying the heck out of the market because they were playing the big bad event game meaning they werent willing to commit the capital until the fed meeting was in the Rearview Mirror regardless of what was actually said. Particularly the nasdaq before it was blunted by other camps hitting the exits. Forward faction, and lets call it the geopoliticians. This camp is worried that theyll play major sanctions on russia and theyre levered to both europe and russia. Makes sense, right . This group gets scared that any time theyre scheduled to talk because the president is well ahead in its disgust and if not his total frustration with russia versus the europeans who were so worried about the natural gas being shut down by gazprom when it gets cold. The contingent wishes that would do more business. The geopolitician camp wants a diplomatic solution to uukraines problems and this group thinks the dollar is going much higher and the euro much lower because europe is in the crosshairs of the russian sanctions. Given the strength of the u. S. Economy it makes sense for the dollar to be stronger. This contingent knows that when the dollar gets stronger like oil, copper and iron go down theyre selling all of the oil stocks. Thats who is doing that selling. The fifth and final contingent, those playing the rumors e special situations and mergers and acquisitions that have been so enforced in 2014, they pile into yelp on top of the twitter buyers thinking, well, takeout price. They keep thinking about finding the next biotech takeout price, and they keep being rewarded. They sensed more deal making and restaurants and Dollar Stores and media plays. Theyre playing lightning and stock market lightning doesnt strike once or twice, but pretty much every day. So whats wrong here . The problem with all five of these warring factions is that they play havoc with each other and sometimes they come together, those who think the economy is very strong do coalesce with the geopoliticians who believe the dollar is going higher and that leads to heavy selling and the hardhit utility plays. Those who think rates are headed higher because of the economys Strength Team up with those who think Bank Earnings will go higher and those get bought and those who think the economy will cool because the fed is going to raise rates to form a coalition with those who buy stocks who have no Economic Sensitivity like the buyers of internet stocks that dont need a Strong Economy and dont have dollarbased concerns, but if you add them all up you come up with a confused jumble that explain why stocks did nothing today even though there were pockets of outperformance and underperformance. Here is the bottom line, so many different factions cannot form the house that can take the averages up or down by any meaningful amount until we get more resolution and bigger, stronger coalitions. I think you can expect more of the same. Lets go to dan in california, please. Dan . Hey, jim, this is dan in sacramento, california, and i just bought your book get rich carefully. Thank you. And, um, i bought aig at 35, and i sold half my position when it hit 56, so my question to you is what do you think aig will do in the long term . Okay. The Insurance Companies short term are hurting because frankly, theres been price cutting in different product lines. Prudential is doing well, but we saw travelers and the way youio look at it and travelers is a Great Company and step back and if rates are going higher and Insurance Companies are doing well, i think youll hold on to aig and you took out a huge amount of profit. Let it run. Lets go to barbara in massachusetts, please. Barbara . Hi, jim. A graceful booyah from provincetown in beautiful cape cod. Oh, boy, i have nice friends going up there in the next couple of weeks. Whats up . Thanks for all your advice last year which allowed me to pay off the remainder of my mortgage. Thank you. I also enjoy your occasional skits like the barbecue the outdoor barbecue one, your jokes and your clever asides. Its been a tough time, so thank you. A lot of stocks that are blowing up that i like and thats no good, but go ahead. Monday you talked about the merger of a few Dollar Stores and im wondering what you think of five below whether to buy, hold or sell. Ive been adamant that retail has gotten too tough and ive done much less opining, im trying to pull back from where i dont have certainty and i think that while five is doing well, it doesnt seem to matter right now. I only am recommending right now costco of the big retailers. Thats the one i have the most conviction in. Lets go to rose in rhode island, please. Rose . Yes, hi, jim. How are you . How are you, rose . Good. Thank you. Question. I am looking at a stock called mobile eye which is going to be an ipo here very shortly, i think its friday, am i correct . Yes. Yes. Okay. Whats your take on that . Okay. I mean, this is collision avoidance. I think that this market im not punning, but whats happening is that i need to know where the stock is going come public at because at a certain price this thing is a steal like po latin america lo locko and that was a steal in the teens and not in the 30s and i dont know until i know where the stock will come public. Im sorry. You just cant tell. Can i go to brett in minnesota. I just want to say thanks for all you do. Thank you so much. Whats happening . All right. My question is related to American Rail car, arii. Weve heard the recent news around all of the changes that the rail cars have to make. Weve seen the success by greenbrier. I just want to hear what your thoughts are for the recent upcoming earnings and the Conference Call tomorrow. Yeah, you know, you have a gun to my head there and ill say please take the gun away from me, from my head. I know arii went up two off of trinitys good numbers and amazing trinity reversed and went down. I think the longterm secular trend for stronger rail cars is a good trend because we cant build as many pipelines as we like so i like the business, and i thought there were too many cars and then they changed the rules so you needed all new cars if youre shipping oil, so i like the group. Lets leave it at that. I like the group. United we stand, divided we fall. There are too many factions in the market and until we get bigger and stronger coalition, i think you can expect more in the days like today. In mad money, tonight, there may be more catalogs. I have an old player that is an additional transformation with big yield. Buffalo wild wings getting clipped and im digging in to find out what to do next and they didnt ensure you with big losses and could it be the right time to stake a claim . Stick with cramer. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Dont just visit new york. Visit tripadvisor new york. With millions of reviews, tripadvisor makes any destination better. I take prilosec otc each morning for my frequent heartburn. Because it gives me zero heartburn. Annc prilosec otc the number one doctor recommend frequent heartburn medicine for nine straight years. One pill each morning 24 hours zero heartburn. In a we believe outshining the competition tomorrow requires challenging your Business Inside and out today. At cognizant, we help forwardlooking Companies Run better and run different to give your customers every reason to keep looking for you. So if youre ready to see opportunities and see them through, we say lets get to work. Because the future belongs to those who challenge the present. Female announcer youreduring sleep trains triple choice sale. For a limited time, you can choose to save hundreds on beautyrest and posturepedic mattress sets. Or choose 300 in free gifts with sleep trains most popular tempurpedic mattresses. You can even choose 48 months interestfree financing on the new tempurchoice, with headtotoe customization. The triple choice sale ends soon at sleep train. Sleep train your ticket to a better nights sleep can an old Company Learn new tricks in thats the question we need to ask rrd, the 150yearold company thats the largest player in the oldfashioned commercial Printing Industry with a bountiful 6 yield, yet commercial printing, a business that may seem obsolete in our increasingly Digital World especially when you consider it came down two year to date, i think theres more life to this business and then they reported lo and behold, sure enough results were better than expected. And it reported 35 senns earnings and higher than anticipated revenues that climb 12. 9 year over year. Thats pretty solid and manage am reaffirmed their fouryear phiedance and that sent the stock up. Thats nearly 5 . Going right . Rchl l. Donnelly is putting Financial Staples a s atatemente the trusted business in the space. Theyre making acquisitions that smash kofs and rchl r. Donnelly has one tailwind. Outsourcing when parts of your business is scattered all over the world that creates demand for the packaging and labeling business, and ebooks. Where rchl r. Donnelly has had a tough year, the stock has given you a 4 return with dividend, since i got behind it 13 months ago and its more than secure, easily covered and the stock deserves to be in the 20s. Lets check in with the president and ceo of r. R. Donnelly and sons with more on the quarter. Welcome back to mad money. Good to see you, sir. Thanks, jim. Thanks for having us. I am so glad that i met you last time because people do not understand the story because this is the best 6 yielder i know in the market. I want people to own this. Tell people about some of the things that youve just come up with whether it be these very cool cell phone covers or something i really like which are these revolutionary sensor label which is represent the new r. R. Donnelly. Sure, jim. Thank you. When you think about the sensor labels and especially from the tuck and tilt standpoint. When a package tilts. When you deliver it. We go ahead and we can do that with all of the consumer electronic products. So when you think about the products that are out there from edevices to tvs, whatever it may be, obviously when they ship there are issues that can take place. Our customers want to know know only where those products are, but if anythings happened to them during the shipment it can report back to their Corporate Office and say, hey, this is when it took place and this is what happened. What does that have to do with commercial printing . How did you go and why is it good that you have that along with commercial printing . Sure, the commercial printing aspect, right now back 10, 15 years ago, customers used to be able to reach out to you in one way, through your mailbox. Today, customers can reach out to you through your Electronic Device, through your laptop and whatever device you have, they have to go ahead and synchronize all of that content to you so that their brand remains the same. Anybody that can do that is creating a connected experience. When you think of r. R. Donnelly, were sort of the vehicle that engage am takes place with so we can help that connected experience whether its through your employees, customers, investors or suppliers. So the platform that weve built allows us to go ahead and have all of that content whether its physical or electronic sent to you at the same time at the right place where it needs to go so it drives you to take an action. At the same time you use Free Cash Flow because youve been consolidating in an industry and your book consolidated graphics, while there was some overlap youre in the rest of the world with the consolidated graphics and that business is still doing well in volume. It is. Were in 38 countries. Weve got over 65,000 employees. Weve, uyou know, over the last 10 and a half years, 3. 5 billion has gone back to shareholders and over a billion in stock buyback. So we generate a heck of a lot of Free Cash Flow that allows us to invest back into the business and allows us to invest back into some of the technology that you see here. Each one of these pieces here, theyre a communication piece so no matter what takes place, our customers want to make sure those communication pieces are done in such a way that will drive a better return on their investment. We had Restoration Hardware on and what a great story. In the end, the catalog and omni channel approach really does work. You are the omni channel facilitator. We are the ones that provide the connective experience. Restoration hardware is great for us as well. What theyve been able to do, and people like that understand the catalog and that drives an action to take place. We dont have to wait for you to go to your Electronic Device to look something up. That catalog comes into your house. Williamssonoma feels the same way. These are really successful retail anders and its interesting theyve come back to what you do to really make their sales big. Printing is also at the core, and then you have to have that content sent out electronically to wherever that consumer may be. Youre a trusted name so youve gotten into m and a, and the room where people do their m and a. Venue. Yes. How does that come into play . Its a technology of ours that allows for mergers and acquisition conversations, discussions, work to take place. Pharmaceutical discussions that are taking place. So i think from a technology standpoint, there, too, its know only print. Its beyond ink on paper that weve taken our technology to. One last question thats kind of theoretical, but tom, i met you 13 months ago. The stock has just been fantastic for our viewers. What is the disconnect between the exciting things that youre doing and why people dont understand you have more than enough to cover the cash flow is bountiful and the dividend is sake. Whats the the disconnect . How do i keck the disconnect . Its perception and i always like to use the words mark twain, my death has been greatly exaggerated and the prined word is only a small part of what we do and long runs is books and retails and catalogs. The variable prin and those combined is 54 and weve got an International Business and we have 18,000 employees in china and international is 23 for what were looking at. This is the kind of story that people say i cant find yield anymore and give me growth and yield and im giving you r. R. Donnelly. President and ceo of r. Rchl donnelly and sons. Please, go to the document and youll see everything and realize this is not just some magazine printing company. Mad money is back after the break. Few things are more annoying in this stock market than apparent injuf stice, the the wrong man getting convicted while the hardened scoff law goes free. Yet thats exactly what it looks like in the cases of Buffalo Wild Wings and panera bread, two household restaurant names that reported last night. Buffalo wild wings, blew away the numbers and posted more than double the samestore sales and i was looking for and executed flawlessly. I emphasize mrfa size flawlessl it was remark believe in every way. Panera bread, lowered the boom on the forward earnings guidance. There was a classic disappointment versus posted expectations, yet its stock rallied 5. 14 or 3. 5 . Isnt this a complete outrage . Total indiscriminate justice bundled up with my mistaken ide entity and allaround fickleness, right . Wrong these moves make all the sense in the world, if you know where the stocks were coming from, going into the Quarterly Report and what was really expected meaning what people were whispering about were the companies behind them. Buffalo wild wings galloped from 196 to 167 in the last year. This stock was in the 90s a few months ago. In the last weeks it ran from 150 to 167 going into the quarter. This advance occurred just by the sluggish Restaurant Group in a down beat period for retail sales. Panera, on the other hand, juf hit its 52week low of 142 five days ago and its been a miserably performer and its going into what we call the print. In short, people turned on panera big time. Theyve gone ga ga for buffalo wild wins after a series of wins. Buffalo wild wings, like starbucks, has become the star pupil and panera was struggling just to get its restaurant degree, Buffalo Wild Wings delivered its picture Perfect Performance and failed to guide the up numbers in the future which have come in again with skyhigh expectations and even the amazing numbers sally smith delivered. There was nothing she could do to follow the analyst jackals and like Buffalo Wild Wings where people anticipated a super increase, there were fears that panera would slash next years earnings forecast and be very down beat about the future so you can imagine their surprise and their Short Covering when panera reported. 4 transaction growth. That was the first growth in six quarters, and the the ceo intimated that things had only improved since the year end. For the First Time Since panera 2. 0, the reinvention of panera bread that has been rolled out as an experiment in charlotte, North Carolina is experiencing a real lift in the numbers. The 2. 0 rollout could be more aggressive than people thought. Hell put some debt on the companys Balance Sheet to continue what aims it a much more aggressive buyback with a 1. 7 million shares, crunched just this quarter while he also expands his improved store rollout and commitment to better technology. That buyback is a huge statement of confidence from a restaurant oour, as is the willingness to take down debt with 2. 0. The bottom line, was this a miscarriage of justice and does the market have the wrong man . Hardly. The companies that do a great job whether it be starbucks or Buffalo Wild Wings get taken down harshly when taken down with absolute perfection. Thats just how it is, dont worry, though, starbucks has stabilized and its coming back from its whooping last week. I expect Buffalo Wild Wings to do the same and panera, lets just say its done going down and may well be embarking on a mullyear run back to the old heights and a terrific strawn chain which has only momentarily lost its way. Gary in oregon, please, gary . Jim, pleasure to speak with you. Same. With all of the merger activity in the industry and with the recent price pullback, does Pinnacle Foods present a good value here . You know what . Pinnacle foods needed that takeover because in the end the center of the store which is all of the different goods they sell is really dragging. So now Pinnacle Foods has to do acquisitions and it only yields 2. 76 . My take is when the stock drops to where it has more than 3 yield to where it got the bid, then i want to pull the trigger and stephen in new jersey, please. Stev steven . I want to know about gnc. Do you think weve hit a bottom . I dont think gnc is that good and if it hits a bottom doesnt interest me and i prefer Vitamin Shoppe, and i think the Vitamin Shoppe has been unfairly linked with gnc. How about hansen in florida, please . Hansen. Jim, a big booyah from palm city, florida. Nice say, jim, ive owned kimberlyclark for some time and i have a nice profit in the stock and it ran to 113 and its been trickling down. Whats your thought . The strong dollar is hurting them. A lot of people feel the raw costs are hurting them. I like the company. Its spinning off a terrific division and it will bring up more value. I think the stock can go down to a hundred and down six and you get a capital gain and i think kimberly is a terrific company. I just think it would be wrong of me. At first glance the action just doesnt seem fair, but if you take a closer look it makes all of the sense in the world, and i expect Buffalo Wild Wings, and i think panera is still going down. Theres still more ahead. Does the the stock have premium potential or does the asset become a liability, and unless they can shield you from foreign approximately see and farm wars, get pullback protection tonight with am i diversified . Plus the calls in the lightning round are just ahead. Stay with cramer. The cadillac summer collection is here. During the cadillac summers best event, lease this all new 2014 cts for around 459 a month or purchase with 0 apr and make this the summer of style. Having a perfectly nice day, when out of nowhere a pickup truck slams into your brand new car. One second it wasnt there and the next second. Boom youve had your first accident. Now you have to make your first claim. So you talk to your Insurance Company and. Boom youre blindsided for a second time. They wont give you enough money to replace your brand new car. Dont those people know youre already shaken up . Liberty mutuals new car replacement will pay for the entire value of your car plus depreciation. Call and for drivers with accident forgiveness, Liberty Mutual wont raise your rates due to your first accident. Switch to Liberty Mutual insurance and you could save up to 423 dollars. Call Liberty Mutual for a free quote today at see Car Insurance in a whole new light. Liberty mutual insurance. Whats the matter with gen worth . Heres a company thats a major purveyor of insurance both here and abroad as well as longterm Care Insurance. The stock got slammed falling 2. 28 or 14 at under 14. Before i get into the details of todays weakness, let me explain that gen worth has been a turnaround story. At the depths of the Great Recession this company wasity wheren off as a goner because of the mortgage Insurance Business and the stock had traded down to less than a buck. Since then its come back with a vengeance and the older, riskier mortgage insurance policies have been replaced with policies that are much safer. Jen worth reported a miss off the 34cent basis. The claims have been coming in much higher than expected and to make matters worse, management said they may have to set aside a lot more money in reserves to cover the longterm care claims theyre currently conducting review, and longterm Care Insurance isnt the only thorn in genworths side. Earlier this month we learned that the federal Housing Finance agency is coming up with onerous guidelines for mortgage insurers who write loans by fannie mae and freddie mac. Jim mcnerney and learn more about the companys prospects. Welcome to mad money. Jim, great to be with you. All right, sir, i know there was a view that you felt that wall street did misinch pretty some of your remarks about longterm care. I know as soon whose father has a longterm Care Insurance policy that the kofs of taking care of the elderly have skyrocketed versus when the policy was written. Is this a problem that can dog j gen worth for some time . Its certainly an issue and all of the policies we issued before 2002, were clearly losing money on those, but weve made a lot of progress. 43 states have approved significant increases and 60 or more of the older policies and thats a way to offset the fact that were seeing significantly higher claims. I know that there was some chatter that last year i know you felt that the reserves didnt need to be as high as they were, but now it seems that even though youre getting those states to give you some relief, the reserves do have to come up. Is there money that can make up for those reserves where youre know going to have to do anything to borrow money or raise capital or to be able to pay for them . You know, jim, i think there is confusion because this is a complex business and the difference between margins and reserves and so last year we gave a review of longterm care and we said our margins are in good shape with the 4 million positive excess margin, but when you do the margin analysis and that includes all of the future cash flows coming in, and a big part of that are future premiums. Both the premiums as well as these incremental premiums which we said by 2017, the incremental premiums will be between 350 and 300 million and that all counts for the margin and the margins were more than adequate as of 9 30 13 which was the basis that we did. These are 50,000 of those approximately see holders are on claim. It has nothing to do with future premiums. The premium increases, its just what do we think is our best estimate of the net present value of the claims were going to pay for these 50,000 people . And theyre on average on claim for three or four years. So its that 3. 5 claim reserve that we have a much larger act of life reserve which is the reserve we hold for the bulk of the 1. 2 million policyholders and that reserve is about five times the claims reserve and its the claims reserve that were focused on. Thats important for people who were in the stock. You have to understand these are very important matters as some people are worried about and mr. Mcnerney explained them well. On this notion of having to have for the federal Housing Finance agency is saying that some companies who do mortgage insurance may r to put up more capital. That story knocked your stock down. I think maybe you can tell viewers that it may not pan out the way headlines first said. I would say, jim, first, we support the gscs and the fha. There were two or three companies and gen worth made it through and some of the others had trouble in the crisis and i think its appropriate with the regulators like theyre doing with the regulators to have more capital. For us, the new standards would mean 450 million to 550 million more capital if we upon to be compliant by the date which is june be 30, 2015. There is going to be a transition period which would allow you to, we think, to the end of 2016 and at that point because of improve am of the business that we talked about, so i think people have to be clear that this will change. Were still working and talking with the gses and fha that those requirements may change and its 450 and 550 million and we laid out on july 10 whth we responded when this was released, that there are many ways that genworth has to meet requi requirements and today we went further of the 450 to 550 million, we believe the bulk of that capital can be met by re insurance and we would hope to enter into those re insurance arrangements and its an insurance marker and would cover the bulk of the issues and we hope to do that on or before the 15th and to the extent there was any shortfall, we do have proceeds from an australian ipo, which is 514 million so we can hold that cash to the extent theres any rainfall and we think it will take care of the bulk. Thank you. I know its confusing for shareholders and tom mcnerney, president and ceo of genworth financial. Thank you fish coming on the show. Great to be with you, jim mad money is back after the break. If energy could come from anything . Or if power could go anywhere . Or if light could seek out the dark . What would happen if that happens . Anything. Stock chars, before we get to the lightning round we have some business to take care of. Im doing a whole week of charts next week. You may know it as chartnado, but this time its different. We want to see your chars, cramerica. Tweet them jimcramer or send them to mad moneys Facebook Page, using the chartnado, and i might use it on the show and now it is time it is time for the lightning round, and [ indiscernible ] play until we hear this sound and then the lightning round is over. Lets start with dave in massachusetts. Dave jimbo snc whats up with gta . I do like ieti better because they have the wireless charger that i hear so much about. I need to go to michael in illinois. Michael . Mr. Cramer, i want to thank you for taking my call and for your courtesy. Im asking about nimble storage. My view is long term. Long term it might be okay because earn prize storage is really emcs game and v. M. Ware game and im not crazy about the stock because of the saber rattling thats been going higher and that is the one people want. May i go to lynn in illinois, please. Lynn . Booyah. How are you . Good. Good. Jim, did i miss the move on pitney bowes here . Thats a really great question because ive got to tell you, it has moved so, so smart. Theyre doing a lot of right things and i like the logistics business. No, they can go higher. Lets go to paul in texas. Booyah, cramer. Booyah. This stock is trading at a discount, and im interested in seadrill. I believe the yield is safe, last night they called and they said they do see real weakness in the Platform Business. The Platform Business is seadrill, so ive got a feeling that what youll do is pick up that yield, but youre not going get a the lo of upside from the stock. Er win in new jersey. Ier win snchl. I add it to my position shortly before the earnings came out last week, and i was really expecting more of a bump. No no that was a good quarter and you did well in that and i think that went by the way that we saw two different great Fund Managers talk about Larry Robbins and leon cooperman. I urge you to stay, and i want very much to buy that stock for the Charitable Trust and trying to free up the bad positions they have because man, theres stuff out there that keeps blowing up. You have to talk about the bad ones, too. Its called honesty. Niemin. Hi, jim, im from connecticut. Hit me. My name is arena pharmaceuticals. People were angry with me that i didnt like it not that long ago, okay . I have to reiterate. Its know one of my favorites and i dont think that youve got some Biotech Company thats not been the right place to be, and i like, here, lets repeat it, regeneron, and i like biogen because of the ms franchise and you know what . Do i need more okay. Genetics and isis. Lets go to warren in North Carolina. Hey, jim, im calling about a super Strong Company with great leadership and some Game Changing products. Reesenly this Company Received an fda approval for their continuous glucose monitors to be prescribed and used by pediatrics or anyone under the age of 18. Im thinking the positive earnings numbers and news will soon follow. What do you think about dxcm . We had dexcom on, the stock keeps going down. By the way, lets be really clear. Where am i on the device business . I like edwards and the stock was up almost 10 . I like st. Jude, but edwards is best in show. How about sue in florida . Sue snchl. Hi, jim. Booyah. Booyah, sue. To you and your wonderful staff, you are so appreciated. A stock split in priceline, do you see that in their future . Ive been doing good work on splits and my intern, and i have to tell you that i think splits have helped and you like priceline because of the earnings and the earnings there are very good and that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by t. D. Ameritrade prospect. Time and sales data. Splitsecond stats. Its so close to the options floor, youll bust your brainbox. All on thinkorswim, from td ameritrade. In a we believe outshining the competition tomorrow requires challenging your Business Inside and out today. At cognizant, we help forwardlooking Companies Run better and run different to give your customers every reason to keep looking for you. So if youre ready to see opportunities and see them through, we say lets get to work. Because the future belongs to those who challenge the present. Having a perfectly nice day, when out of nowhere a pickup truck slams into your brand new car. One second it wasnt there and the next second. Boom youve had your first accident. Now you have to make your first claim. So you talk to your Insurance Company and. Boom youre blindsided for a second time. They wont give you enough money to replace your brand new car. Dont those people know youre already shaken up . Liberty mutuals new car replacement will pay for the entire value of your car plus depreciation. Call and for drivers with accident forgiveness, Liberty Mutual wont raise your rates due to your first accident. Switch to Liberty Mutual insurance and you could save up to 423 dollars. Call Liberty Mutual for a free quote today at see Car Insurance in a whole new light. Liberty mutual insurance. If you follow me on twitter, if you follow me and hate me would you just stop following me . If you folly me, you have to know that i have aing bit of a gardening obsession. You probably hate for me that, too. If you watch the show you probably heard about it. If you passed me on the street, you probably overheard me talked about it. I am an obsessed, speed gardener, i have some zukes and squash, and just because you have one bad crop doesnt mean its left for dead. They havent gotten to the eggplants and same go for stocks. Lets kick off this weeks am i diversified with a question received on the Facebook Page and this is from Mary Lee Hayden who says clor be onning, northrop grumman, health care reit, duke energy and Conoco Phillips. Am i diversified . Lets take a look. Clorox, boy, these, fixed income equivalent stocks have gotten clubbed and i look clor ox and they report later this week and i dont think it will be that great a quarter. Utilities got clobbered today and health care reit, that got clobbered today and northrop grumman, Conoco Phillips and anything high yield got hurt today because of rates. We have oil, aerospace and Real Estate Investment trust and a consumer packaged goods company, it is terrific, but i just want to point out that if you have high yields they, too, can be one kind of company, but i do like the portfolio. Why dont we go to michael in kentucky, please . Michael. Hi, j im. Thanks for taking my call. Of course, i wanted to compliment you on your tremendous staff. My staff is great. They make me look good every night. I wanted to get your take on my portfolio. Ive got eog, gilead, cbs, vfcorp and prudential. Can i juf sst say before i even go through the man, you like the show and youve done well. Im know kidding because you are buying a lot of the stocks that we emphasize over and over again. Eog resources and gilead, fantastic and thats the hep c pill and one of the bankable 21 ceos and apparel has done terrifically and cbs, les moonves makes you money and has been buying back stock and apparel, health care and oil, that is just perfect. Why dont we take another . Why dont we go to jean in arizona . Jean owe . Hey, jim, how are you doing . Real good, how are you . Good. My stocks are apple, disney, constellation brands, trinity and valero. Constellation brand, modelo negro and corona, bestsellers and a Technology Company and a rail car company and a beer spirits company, that is perfect and again, although im worried about valero in the margins, i like every one of those stocks, well done. Perfectly played game hallelujah stick with cramer. The ca illac summer collection is here. During the cadillac summers best event, lease this 2014 ats for around 299 a month and make this the summer of style. Constellation brand, modelo stick with cramer. A pillar of st. Louis society sells people on it phony Development Deal in england, of haveors to 50 million. This guys white collar is dirty and thats tonight on an all new american greed going home to listen to the yelp Conference Call and whole foods. Going to make judge ams s ams homework which is always the only way to do it. Theres always a bull market theres always a bull market somewhere and i narrator in this episode of american greed. A nearperfect insidertrading scheme. Stealing merger secrets, and turning them into millions. If you play it right and youre careful about covering your tracks, you have access to some of the most important deals on wall street, and thats a gold mine. Narrator . Until it was all caught on tape. In stunning detail. Shocking revelations of greed that stun even wall street. They allegedly stole some 32 million worth of inside information. Narrator the rise and fall

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