Transcripts For CNBC Mad Money 20170427

Better sales, higher profits from our Great American companies are why this market sometimes feels like you can buck anything. Dow gaining and nasdaq advancing 6. 9 to a new all time high even as the price of oil plummeted and the president s tax plan seems like it could be a real stretch to get through congress. First let me reiterate what i said all along about the markets doing really well. Not about trump or the tax cuts or the fed or the overall economy. Im not saying washington is a sideshow, not when its all over the front pages every day. Its certainly not the main event when it comes to stocks. After listening to all the president s men talking about their one page plan to reform the tax code yesterday i was a tiny bit hopeful something could get done even as im generally skeptical of congresss ability to accomplish anything. Then if you listen to the incredible squawkbox show at capitol hill my tiny bit of hope vanished. Listening to the democrats and republicans, thinking that there might be hope beyond deregulation, i think you might be betting on a fantasy. The gop doesnt have a large enough majority to get this conservative agenda across. And the fact that the white house can put it on a one beige agenda feels a little rushed to me and thats maybe why the stock market sold off in the last few hours yesterday. At one time this market was rocked by the price of oil. You know when it was at 53 a few weeks ago, i told you it would fall and fall hard when our producers make a huge amount of money. They turn on the spigot and sell oil futures, today as low as 48 and seemed ready to go into free fall. There are domino like indications when oil gets slammed. We know oil is going down because of too much u. S. Supply. We know oversupply is happening because our finding costs have gotten so low we keep pumping and pumping and pumping. Even though its u. S. Supply overwhelming worldwide demand and not softer demand itself there are plenty of global Money Managers who refuse to believe thats the case and immediately start selling stocks and buying bonds when they see oil falling. They dont stop and analyze by oil is falling, they say demand must be weak, sell stock and buy bonds. They dont care the reason, they see oil as indicator of economic health, domino one. Domino two, they assume there must be less demand in the entire economy. They dont care why. The real reason has to do with the shortage of high quality riskfree bonds worldwide. Interest rates go down they knock over two more dominos. Collapse to the financial and industrial stocks. Bond yields go down, Money Managers assume there isnt enough strength in the economy for the Federal Reserve to raise hikes. They need not one but two hikes to make their numbers. Stocks get hammered. Money managers assume business has to be getting worse or rates going higher. Layer on the realization congress is powered by gridlock and you have a new reason rates cant go higher. Maybe trump wont be able to bust the budget with tax cuts after all. Why do i find this whole oil train of thought completely absurd . Because, if anything, the worlds economies are growing faster than we thought and oil is a barometer of weakness. Im not down playing oil i know what they tell us on the show and know about the big demand from what the ceos are saying on their Conference Call calls and here. Demand is pretty good. Oil is what we call false tell signaling the wrong thing. Its decline act as a tax cut for simulating Global Growth brings me to the last domino. A shift in what investors are buying today. Instead of plunging into the red hot industrials and the banks, today, they were buying the companies stocks in companies that do well when demand is slow and economies are losing steam. Thats that nasdaq rally. Theyre buying stocks of company that dont need the tailwind of great growth to make their numbers. Heres a classy example. Bristolmyers so many people were worried about this companys quarter its stock ended up being left behind by the entire market. This morning we learned its anticancer drug saw its sales grow by 60 . Wow stocks zoomd. People are buying abbvie because its miracle drug for arthritis wont quit and theyre buying xilinx i touted last week on the show might be a takeover target. And servicenow, because their earnings far exceeded expectations and they dont need a strong economy. Theyre even buying the stock of my employer, comcast, of this network riding away the demand for fast internet and better wifi reception accelerating broadband signup. They had an astounding 400 this quarter alone and monster cash flow. To be fair, theme parks and television had a lot more to do with higher profits than expected. Looks like the same thing will happen tomorrow. These tech stocks will continue to draw investors interest if oil goes down because amazon and alphabet, remember, the old google, are roaring in afterhours because they showed sharply better than expected growth even as their respective sectors might be tepid. If oil goes down tomorrow, you will most likely see these two buck the trend. Amazon goes up even if retailers are down and google goes up, and it looks like they have increasing business in many different elements, not just search. It is true some upside causes stocks to soar that dont fit the parameters of high growth tech and healthcare and under armour, the stock grew higher and Union Pacific put up a number too good to be true but the style of the rails and improving worldwide coal demand. I expect when oil bottoms, i think it will and the hedge will reverse buying old industrials on the banks and maybe letting up on fast growth and healthcare and will load up on the cyclicals as well. Neither the falling dominos or washington insanity can stop the best of the best in tech healthcare today. I bet if oil drops again tomorrow the same pattern will play out once more led by alphabet and amazon even if its as dumb as a bag of hammers, if it does. Curtis in ohio. Hey, curtis. Caller hey, jim. Happy draft day. Did we have fun. Guy and i felt they could be taken higher but the beertown ladies went for facebook and amazon, how could i help you . Caller my questions on taps. My thoughts are, are they a buy before the earnings last week or maybe after . Theyre extremely low valued, sam adams and boston beer going the wrong direction, constellation i understand your love for them but i think tap has so much up side but should i do it after the earnings . They can take so much costs out because of what they did youre fine either way. Buy a little before and after. I understand what you said about constellation, cinco do mio is coming up and that is a spike in their sales and their numbers will be terrific. To jerry in utah. Caller jim, hows it going today . Good. How about you . Caller good. Im an action alert member and appreciate all the the information you give us members, its very worthwhile. Id like to ask whether i should buy shares of huntsman corporation. If youre a member of our club of action you know i think dow dupont is the way to go. Huntsman is too commodity. It is a great run. This combination of dow and dupont why the trust held it forever. Brian in florida. Brian. Caller hello, jim, booyah to you. Booyah. Caller im calling to ask you about nextera, up almost 16 the last year. I know there are ongoing negotiations with on core. Im wondering if this is a hold for the long term or is this a sell . No, no, no. Its not a sell at all. Its a growth utility. I like growth utilities. I think you have a good situation there. I want to put this one away, want to stay close and do home work. Please dont sell that stock. Im inclined to buy it even though its only a point from its high. To fred. Thank you for taking the call and all due for us home gamers, appreciate you, buddy. Thank you. Caller Deutsche Bank missed on the top line, beat the eps. Would you take a hit or add to your position and wait for a pullback. I would add to your position. This sounds strange but you know which one had the best numbers . I think this market is more than that, about the company doing well and nothing can stop the best reported today even the plunge in oil although i expect that to happen again. Can the former chief of ebay replicate the service. And dominos delivers pizza to your door in about 30 minutes. Could the company help make their dough rise after todays higher . They bring to it my house much faster than that. And the exclusive with the ceo after its dynamite earnings report. Here we go. Delivered to you, nice and hot. And a new leader for the ener energy. Stick with cramer im talking to the ceo. 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. Bp developed new, industryleading software to monitor Drilling Operations in realtime, so our engineers can solve problems with the most precise data at their fingertips. Because safety is never being satisfied. And always working to be better. Its what busch is known for. What are you known for . Oversharing. In fact, i have this thing. Nope. Nope. [sfx buschhhhh] would you look at this incredible move to all time high of three bucks, close to 4 today . It was a stellar quarter. Servicenow developed Cloudbased Software where Technology Companies build their own platforms and lets businesses generate all types of revenue functions and facilities management. A few years ago it was a Small Company but grown to one of the Largest Service providers Information Management software out there. What a run and the party continues. If you were worried it might get derailed because long time ceo and cramer fave stepped down a few weeks ago. Higher than expected revenue and 44 increase in subbillings. And the management raised is forecast. No wonder the stock is on fire. Lets check on john donahue, the newly elected ceo who took over three weeks ago. Great to see you, buddy, how you been . Ive been great. Glad to be back on the playing field. I know john from ebay. He just took over. To be fair to you, you just took franks job because frank moved up. I dont want to put you on the spot. How did you get that kind of subscription going . Jim, whats fascinating is ive been talking to 70 different clients and the consistency is they love our product and love our platform. Not only are we delivering in Information Technology our historical sweet spot increasingly theyre pulling our platform into other areas that cut across enterprise, you mentioned them earlier, security, Customer Support, hr. The platform is sort of pulling in multiple directions which is generating incremental growth and value for our customers. I thought there was an interesting statistics in your Conference Call and thought this might be a great metric. People who take one of your products, 73 take another one, up from 50 two years ago. Give me an example of what happens, someone takes you for Information Technology and gravitate to another part of servicenows business . An example might be b. D. , a client initially an Information Technology client where we helped them in Information Technology service management. They also noticed the i. T. Department noticed when they brought new employees on board they had to onboard them in a way that touched multiple different parts of the organization. I just experienced this myself having joined servicenow, i had to on board for the first time in 13 years. You think what you have to do, get your security badge, interface with security and find your desk or office, facilities, and laptop or computer, engaging with i. T. And sign up with all your hr benefits. For there, we use work day our beloved hr provider. Instead of going to four or five different places we go through the servicenow portal where you can get that all done seamlessly. I was able to onboard in half a day through selfservice and its being pulled into experiences that cut across multiple departments of a company. When Service Comes in, theres an immediate saving, almost as if whenever you pay servicenow is paid back very quickly. You find that to be the case among the clients you visited . Absolutely. Technology over the past 25 years has really enhanced our lives as consumers. Often inside a large Global Enterprise it brought complexity, slowness and cumbersome and brought cost. There are a lot of manual processes how the different technologies and systems try to work with one another. What service does is help you simplify, streamline and automate. That then produces savings and allows to take the employees to empower them to focus on higher value activities. Clients see clear return on investment and clear payback later on. Thats whats leading us to other areas of the enterprise. They want to see the same kind of efficiencies and automation and focus their interrogation where they want to serving their end customers not dealing with the complexity of an enterprise. How about a Customer Service call, how is that routed before servicenow and after . Servicenows platform again another example you have an inbound call you want your Customer Support agent to be able to service that customer. Service nows platform can do that. What is differentiating, you want to get at the root cause what caused that call. Customer support cant do that alone. If you have an inbound call you want to get at the root cause you have to deal with product or operations or policy or legal. The servicenow platform, because it cuts across the enterprise enables a company to take those inbound contacts, identify what those causes are and get them remediated so in the future customers dont have those same problems. I got it. Last question be fair, you did a fabulous job at ebay and both companies are flourishing. Paypal did really well today and ebay doing really well. The jobs are a little bit different. How do you adjust . Its interesting. I had a chance to step back from ebay and servicenow and look at the technology landscape. What is clear, cloud is transforming our lives both in consumer lives and work lives. Consumerbased apps like ebay and paypal have transformed our consumer lives. Cloud is still in the early days of the enterprise. You have organizations born like sales force and work day and servicenow but the impact is in the early days. The more i got to see servicenow, i was a customer at ebay the more i was thrilled with this company and thrilled to be joining it. Its a great opportunity for you. President and ceo of servicenow. Take a look at that stock. Unbelievable. Coming up, how much band width does it take to deliver a pizza . Dominos is taking their delivery game to new heights. The ceo is talking to cramer on the heels of a strong earnings report. Obviously, it must be people that are one of the greatest stocks of our generation. Whoa thats amazing. Hey, im the internet i know a bunch of people who would love that. The internet loves what youre doing. So build a better website in under an hour with. Gocentral from godaddy. Type in your idea. Select from designs tailored just for you and publish your site with just a few clickseven from your. Mobile phone. The internet is waiting start for free today at godaddy. Tai took to the kitchen to reinvent the taste they brought to your door. Now with every business in the crosshairs of technology, dominos is reinventing how they connect to you for your pizza. Online, in the road or in the air. Does dominos have the recipe for earning a bigger piece of the pie . Some companies are so good when the skeptics come out enforce and start bashing their stocks, you need to take action and do buying because you may never get another opportunity. Case in point, dominos pizza. A year ago the stock dropped 10 . And commentators claimed the rally was over. That was your chance because since then its come back climbing nearly 60 since the lows last may. Once again the bears started coming out enforce. Some out fill published a report claiming retail sales were trending below consensus. Despite its fabulous track record the stock still dropped in response. You should have been buying again. We pointed out this morning it is doing fabulously. 10 cent earnings bite. Spectacular samestore sales. Domestic, 10. 2. International, 4. 3. I defy you to show me another gigantic restaurant chain with double digit comps. Dont take it from me. To Patrick Doyle in the flesh. Welcome back to mad money. Thanks. Congratulations. Still one more blowout. Have a seat. We often talk about its a technology stock. You know that you watch squawk on the street. And its one of the greatest stocks in our generation. It is. At the end of the day, can you get great people into the business, great franchisees, over 90 of franchisees start as drivers in our stores and thats what ultimately drives it. We have fabulous people in ann arbor working on the business. The end of the day, about the from choices and if you can get them excited they will love it. They must love the technology you give them. Talk about gps trackers, what can that do for you guys . Weve been testing it in australia and the uk and basically letting you see where the driver is. It is giving the customer information and how to be more efficient with the drivers and speed of delivery, making sure theyre going where they should be when we want them to. That could be another step, function. Thats great. I hadnt thought about that. You also talked about more stores. What are the impacts of more stores because people are taking out more than ever. Right. People will not drive as far to get their own pizza as theyll have us drive the pizza to them. Basically, people wont drive more than about a mile at the most to get their own pizza. Typically when we open a new store we find all of the carryout business is incremental even if we took away Delivery Business away from another store. That did seem to mean there can be many more dominos in this country than there currently are. There can be. We have 14,000 stores in malaysia and i was over there cutting the ribbon. We have 5400 stores in the u. S. And at least 1,000 more sales in the u. S. As sales have been growing allowing more stores to be viable in smaller areas or towns before. That number keeps going up. The population of the u. S. Continues to grow a little under 1 a year. I go to mexico and love the dominos. Its fantastic. They deliver it. I know i should be going mexican. Sometimes you want a switchup. One thing that struck me they could use some more. Tell me some cities that might shock our viewers who crave pizza. We are the biggest in mexico, 650 in mexico. Mexico right off the bat. I just came back from vietnam, 34 stores there and opened in malaysia, our 14,000th. Working a lot of places. Were in great places today. And you have helped people able to work their way up in america. At the same time you pay a tax rate, and i would be a huge beneficiary if they got Corporate Taxes down. We would. No special. Nobody has given a special deal for restaurants. Restaurants in retail are some of the highest tax effective tax rates. Youve always been great to shareholders. Do you think youd hire more people and do more expansion. What do you think you would do if they cut that tax rate. Youre generating a better return, cost of capital goes down. Make more investment in the pbs. Ultimately making net cost to capital whether you invest and Corporate Tax rate goes down you will see more investment. You did a remarkable job. Appreciate you coming on the show tonight. President and ceo of dominos. If you havent had one lately i had two this month. Thank you. What do you do with utilities . We all thought the economy was ready to roar and the fed would have to tighten up and we got out of slower eddie stocks. Now they are decelerating and now the 10 year is lower. A lot of utility stocks like electric power and aep for you home gamers. It owns the highest Transmission Network in the country. It stock sports a really good 3. 5 yield. At these levels only down 15 bucks from its high. They reported a sol rid quarter. A relatively warm winter tends to tamp down the need for electricity. Lets talk to mr. Akins. Welcome back to mad money. Good to see you, jim. This was a good quarter. I want to get a sense for you. Because theyre telling me it is weak in this country for business. No one understands and you do. Business isnt weak in this country, right . Its interesting. Even though the load continues to be pretty much the same, you look at the underlying fundamentals, youre seeing oil and gas activity pick up and mining activity pick up and automotive activity continues to be in there as well primary metals pick up. Its been a while since weve seen that. Underlying fundamentals are regressing positively and were watching it closely. Can you explain to us how those industry use more power than we do at home . Yes. A lot is based on Energy Pricing. With Energy Pricing going up, particularly natural gas, youre starting to see the movement from natural gas, coal is starting to pick up again, also from a chemical manufacturing and primary metal perspective for pipe fitting and those kinds of activities, its the oil and gas extraction that went up 16 yearoveryear. That drives more primary amtivities associated with that. Activities associated with that. I think people understand President Trump is uniquely focused on hiring people and that may mean in his calculus higher people in industries maybe were dwindling, the coal industry. His policy to make Certain Industries better that happen to be more polluting than others, what does it mean for the utilities in this country . I think you will see a workforce issue where youre moving from one skillset to another. The Trump Administration the effect will be to continue the operation of fully controlled coal units. I think you will continue to see those operate. At the same time, youre seeing a massive shift to a more balanced energy portfolio. You will see massive gas continue to pick up, less carbon than coal, half the emissions from carbon and as well moving to renewables and applications on the grid related to biggen analytics and those types of things and transmission. You will see all those resources continue to branch out and reduce Carbon Emissions effectively. I think people thought when they saw President Trump elected they wouldnt necessarily have to decommission coal plants, but you dont base your decisions on the four term of a president , right . Yes. Those decisions were made on whats those Capital Investments that need to be made to the coal. If theyre large Capital Investments youre comparing them to other options that are cheaper. Its reward of rebalancing less coal and other types of resources. I dont think people realize what a boon were having in west texas. Give us a sense of how that is the most vibrant area of the country. Drilling counts are up. Optimization from well head activity. Other Transmission Organization has patented a new way, called substation in a box because we have to provide a pumping station quickly and do that not waiting two years to put in electric service but making sure its readily accessible because drill count is up and well heads up and were having to respond to that. You guys are in great shape financially. I look at you on the map, wouldnt it be great to do fillins . The stocks have been terrific. We have a higher threshold. Our threshold is internally driven. Were spending 6 billion in capital every year, the next plan is up. We have the largest Transmission System in the country. From an Indigenous Growth perspective to invest at 11 roe in transmission is much better than making an acquisition unless its truly strategic that really makes sense to our shareholders without paying a premium. That being said, were obviously very focused and continue to be engaged from m a standpoint how it maps to the strategy we have Going Forward and well continue to look at those kinds of options. One last question. Im sure a Small Business when they expand, their bill gets bigger because theyre doing more. Are you seeing a step function yet of Small Business adding to bills going up because business is Getting Better . You look at this quarter, while industrials are going down slightly, theyre improving. The Small Businesses continue to flourish. We have seen that for several quarters now. Thats an indicator the industrialened manufacturing part of it is coming back and that sustains the commercial businesses and that part has been positive in the load story. Thank you. You remain one of the steadiest dividend payers in the land. Thanks. You want a solid utility, there it is. Dont go anywhere. Lightening round is next. Hes a nascar champion whos shes a worldclass swimmer whos stared down the best in her sport. But for both of them, the most challenging opponent was. Pe blood clots in my lung. It was really scary. A dvt in my leg. I had to learn all i could to help protect myself. My doctor and i choose xarelto® xarelto®. To help keep me protected. Xarelto® is a latestgeneration blood thinner. Thats proven to treat and reduce the risk of dvt and pe blood clots from happening again. In clinical studies, almost 98 of patients on xarelto® did not experience another dvt or pe. Heres how xarelto works. Xarelto® works differently. Warfarin interferes with at least six bloodclotting factors. Xarelto® is selective. Targeting just one critical factor, interacting with less of your bodys natural bloodclotting function. Dont stop taking xarelto® without talking to your doctor as this may increase risk of blood clots. While taking, you may bruise more easily, or take longer for bleeding to stop. It may increase your risk of bleeding if you take certain medicines. Xarelto® can cause serious, and in rare cases, fatal bleeding. Get help right away for unexpected bleeding, unusual bruising, or tingling. If youve had spinal anesthesia, watch for back pain or any nerve or musclerelated signs or symptoms. Do not take xarelto® if you have an artificial heart valve or abnormal bleeding. Tell your doctor before all planned medical or dental procedures and before starting xarelto® about any conditions, such as kidney, liver, or bleeding problems. Youve got to learn all you can. To help protect yourself from dvt and pe blood clots. Talk to your doctor about xarelto®. Theres more to know. It is time it is time for the lightning round on cramers mad money. Thats where i take your calls rapid fire. Then the lightening round is over. Are you ready, skeedaddy . Its time for the lightning round on cramers mad money. Tina. Caller hello how are you tonight . Im very good. How are you, tina . I have a question for you. All right. What do you think of Hawaiian Holdings . I like it very much. I think southwest air is ready for a real takeoff. To john in new york. Caller hello, mr. Cramer, as a long Term Investor in the stock market your show has become a big part of my portfolio. I need your advice. With u. S. Steel why do we bother with u. S. Steel when we have this company that was up yesterday, lets go with best of breed, newcorps. Thomas in new jersey. Thomas. Caller my question to you is cci. American tower reported terrific numbers below 100. Starting to roll. F caller hi, jim, im from tennessee. My company is waterworks. A terrific player. I like it very much. I would own the stock. To dave. Caller cramer david caller good. No sweat no pinch no stink, brother don and i like doth duluth holding. I like the close. The stock itself im not a bigger power fan you had the nice bounce in armour under, that has been cut and cut. Duluth, i can do without it. To jim in florida. Caller jim bo, sunny boo yah from naples, florida. Bristolmyers with earnings per share and the stock down 20 over 12 months is this a good time to add to my position. It was great the quarter was good and better than expected. I think there are better fish to 99 pharmaceutic 99 to fry in the pharmaceutical. I wont tell you to buy them. To motor city. Caller thank you for the show and all you do for us. I want to know about ak steel. Like u. S. Steel, too dicey for me. Buy newcorps. I told club members yesterday, this is the one to by, action alert. Caller thanks for taking the call, appreciate it. The out to techs have been under pressure yesterday but this company is over 3 today. Do you think they can buck the trend . I think its a very good industry. I think one thing, snapon, and some tell you to short it because they have subsequentsy problems and that is not true and why sna is the one to buy. To brian. Hey, jim, long time listener from gulf breeze. I liked your insight last night on enbridge and the optimism of the pipeline and wondered if you thought it would trickle down to the partnership of eep. Can i do more work on this . It bafles me. Ive done a lot of work on embridge and will do more in a few weeks time. The conclusion of the lightening round lightening round sponsored by t. D. Ameritrade. Warren, to help me deal. Isnt that right warren . Well, you could get support from thinkorswims inapp chat. It lets you chat and share your screen directly with a live person right from the app, so you dont need a coort pony. Oh, so what about my moti . Inapp chat on thinkorswim. Only at td ameritrade. Welcome to holiday inn thank you wait, i have something for you making every stay a special stay. Holiday inn, smiles ahead. Whether for big meetings or little getaways, member always save more at holidayinn. Com as we work our way through this intense period of earnings, today is the biggest day of all, i cant get this idea out of my head. Right now were in what i can only describe as the stock market equivalent of sweeps week. A ratings period we decide which shows were going to back and which ones we will pay more for than we did before and which ones we want to cut loose. In sweeps week were looking for who won the night and who managed to get so much attention and garner so much interest you want to put your money behind it and which ones lost even if we thought would be fabulous. Which ones you want to walk away from. With that in mind, who won last night . Not easy. I look at servicenow, its literally replacing outdated patterns of work involving Customer Service and hard to manage but consistent problems with human resources. I can make a place that won the night. Servicenow has 40 growth. 73 of his clients are licensing more than one product up 50 from two years ago. Any company with those numbers has to be considered a winner as we heard from the ceo earlier. As phenomenal as the stats were, i think it was paypal that won the night. It reported its best quarter ever, 36 million new customers, a 35 jumper from a year ago. Thanks to its new users it has more than 203 million online payment accounts. Thats paypals best organic growth in three years showing phenomenal acceleration and on track to add 20 million more users and it increased from 28 per quarter up to 32 per quarter and grew its revenues at a 17 clip, 19 excluding fluctuations and generated a monster 603 million in Free Cash Flow and earnings came un19 . That gives this company a remarkable flywheel effect and allow its ceo to announce a 5 million buy back. The darned thing is a digital cash machine for shareholders. It was more than 6 today. The pay to play peer platform makes it easy to send your friends money or split a bill with them and increased by 114 , 6. 8 billion and virtually no marketing. Best of all, it continues to expand all its partnershiping including vis za deal to asia pacific and the keystone to android pick and also working with wells fargo and signed a deal with discover to go along with visa and mastercard relationships. More and more they are making paypal a valid way to pay for things in person. I mentioned partisanship, at one time or another the bears noisy and powerful cited those vendors as the reason why you had to sell sell it or short it. Now, they are convinced to win with it, not against especially if they want to win the 3450i7bced and hearts of millennials. The honors will go to two winners who cant seem to quit. Alphabet. Had a 22 sales gain and amazon with a giant profit jumper. Soon sweeps week will be 0 over but these fabulous quarters will last weeks and weeks to come until next week three years from now. Richard in virginia. Caller hi, jim. Really enjoyed your books and enjoyed the show. Thank you caller my question is about General Electric, what to do with these guys. I bought a pretty good chunk of it about four years ago. Hasnt really done much. It represents about 6 of my portfolio. The dividend is great, i enjoy the dividend. Its just stuck, goes up a little bit, goes down a little bit. I bought it with the intention of staying in it for the long run, the long term. But im getting frustrated with it. They announced their earnings and the earnings look good and the price goes down. Richard, youre right. The earnings werent good, though. When i measured earnings its about cash flow and cash flow was terrible and they had explanations that didnt hold water with me. Great American Companies dont have that negative cash flow no matter what the timing. Its why its been left behind. Honeywell is unbelievable and General Electric have not executed and because of that everybody is getting tired of it. I said that on my Conference Call yesterday, im tired of it. Im affray afraid there will be changes made overnight in the way the company is run and ill regret that i sold it. Thats where i am. Brian in maryland. Brian caller booyah, how you doing . All right. How are you . Caller im heavy into entertainment stock. 2009, i decided to daniel into three stocks. Dabble into one of the stocks. One of the stocks is take two inter. Should i buy more . Does it have to the legs to go further . Weve been liking this stock since the high teens, 20s, now, its at 63. I dont think i can tell you at this point to downhill down. I think it will do quite well. You know i like activism blizzard and ea and take two. To double down after a triple. Buy something and own something. I dont think thats a shrewd move to double down, no. Service now and paypal. These two stepped into the spotlight followed by a beautiful encore by alphabet and amazon after the stocks closed and they deserve attention. Much more head. Stick with cramer. Whats her pb . Apparently, i kept her up all night. She said the future freaks her out. How come no one likes me, jim . Intel does just think of everything intels doing right now with artificial intelligence. And pretty soon ai is going to help executives like her see trends to stay ahead of her competition. No more sleepless nights. Were going to be friends im sorry about this. Dont be embarrassed of me, jim. Im getting excited about this we know the future. Were going to be friends because were building it. On a perfect car, then smash it into a tree. Your Insurance Company raises your rates. Maybe you shouldve done more research on them. For drivers with accident forgiveness, Liberty Mutual wont raise your rates due to your first accident. Liberty mutual insurance. Due to your first accident. You didnt know we had over 26,000 local activities listed on our app. Or that you could book them right from your phone. A few weeks ago, you still didnt know if you were gonna go. Now the only thing you dont know, is why it took you so long to come here. Expedia. Everything in one place, so you can travel the world better. [he has a new business teaching lessons. Rodney wanted to know how his business was doing. So he got quickbooks. It organizes all his accounts, so he can see his bottom line. Ahhh. Thats a profit. Know where you stand instantly. Visit quickbooksdotcom. Whoa thats amazing. Hey, im the internet i know a bunch of people who would love that. The internet loves what youre doing. So build a better website in under an hour with. Gocentral from godaddy. Type in your idea. Select from designs tailored just for you and publish your site with just a few clickseven from your. Mobile phone. The internet is waiting start for free today at godaddy. Ive been saying dan olson got too aggressive for starbucks, looks like that was the case but did not do the number. Lets see what they say tomorrow when they join us on squawks on the street. I like to say theres always a bull market somewhere. I promise to try to find it just for you right here on mad money. Im jim cramer, and i will see you tomorrow okay, lets go. Find your awesome with the xfinity x1 voice remote. Thats amazing Clarke Macarthur has won th series for the ottawa. Stings the bs and wins the game hello, new york ryan scores you need is a sweet georgia brown. He is tap dancing on everybody so far