Nasdaq climb. 22 . But as much as i love it when stocks go higher i recognize the mark can only go up as much as the earnings let it. Next week we get a parade of numbers that will challenge that numbers fate. Monday, we hear from a company that has captivated the analyst this week, netflix all week weve seen analyst tripping all over each other to raise their price targets in how netflix is signing people up worldwide while at the same time increasing its prices. I typically dont like it when stocks run in advance of earnings like this one few companies can ever live up to the elevated expectations, the hype netflix isnt any company. Its a company that pioneered the company for watching the programs you like without spending all the money on cable. Its a business that can scale like no other. It even have me watching things with titles. So, my prediction is when netflix reports after the close the stock will go up instantly by a huge amount or go up over time after a dip i think the companys worth currently than this market cap granted, the stock is no bargain on earnings. As we have seen over and over again the earnings are a wrong way to judge a company like this one thats trying to take over the world and succeeding where ever it goes tuesdays a large day, my wife always hates tuesday because i get up at 2 30 in the morning after going to bed around 1 30, whatever before the opening we get numbers from Morgan Stanley and mirr Goldman Sachs. When i got in the business i briefed at both, got jobs and they were similar. Morgan stanleys invested a lot in management. Goldmans got a Good Management but its really traded or noted. I think these companies are good at finding ways to make money. I like them both Goldman Sachs should not be negative on its conference call. Dont be so hard, stop the selfflatlation. Johnson is the johnson also report on tuesday and theyre crucial to the market. Some think j j is so overvalued theyre saying its a short, bet against the brothers johnson. Others rave about the stock. Im in a ladder camp, i expect a good quarter itll be aided for the first time in ages by a weak dollar. 24 hours ago i would have told you of all the dow stocks to buy it would have been United Health thats the best one to buy ahead of earnings. President trump decided to eliminate some of the the obamacare substances which will likely to cause a big jump in premiums the situation got murky so id rather wait until we get some more information before i recommend this Great American stock, and send to bullpen i got to wait and see for more information after the close, we hear from ibm. I can tell you this Company Needs to fix its declining revenues before institutions will come back into the stock. Ibm is pretty much prep people for another decline this quarter. I think management believes if they deliver another decline the stock could rally as long as they show nice growth in margins and revenues i have to disagree, i think ibm is mistaken if it believes wall street wont base a rev few growth quarter after quarter even if theyve told us it will happen while were on the subject of revenue growth, a Company Called lam research you probably seen that i have to pro mote a stock this is a cramer fave Semiconductor Stock which ive challenged for years last time around on the stock it got hammered after the lam reported tremendous earnings, it was a total head scratcher at the time we said forget about it, the stocks action is wrong, buy it im glad we did. Stockee had a fabulous rally since then that said, i expect the same pattern to repeat its. Lam will give you good numbers and jockers will sell it and ill tell you to buy it again. This stock has become a market darling, i expect good numbers but the stocks anticipated a Strong Quarter if youre desperate to own some credit card fin tech, sticks with visa or mastercard. We also here from United Continental and the airlines have been coming back. The stock is down 14 straight points from its high i think itll catch up to its purest and cross the estimates frankly. We get results from another united, United Rentals this is another stock we like around here. This a company that rents out all sorts of heavy machinery to organizations who has shortterm needs. Exactly like the repair jobs being done in florida and texas. Thursday we hear from verizon. It wont be as bad as at t which is really the benchmark of bad, its not as lever to the quarter therefore its not as lever to the cord cutting i condition say im thrilled about any number verizons going to put out from any number i can tell i prefer something that offers both dividends and growth. Growth is hard to come back any industry john ledger was saying nasty things about verizon today, but it is monday, tuesday, wednesday, thursday, friday, saturday and sunday is when he says bad things have been ve verizon. Paypal has been doubted incorrectly. The newly rates estimates will be hard to beat. I think the company can do it. Friday we have four companies that can give us a real education on a host of Different Industries first theres slummer jay, and kings pen, the last time they reported they told us 2018 will be tough, not 2017, theyve already acknowledged that. Its not enough worldwide drilling to make up for enough oiling being depleted. This is a must listen to phone call then theres honeywell thats Just Announced a break up and told you the numbers were fine it will be little to surprise you on the earnings front but i think youll get a good read on the committee. We also hear from Proctor Gamble will proctor be able to maintain in the growth its done in the last few quarters. Well find out finally theres General Electric theres good analyst out there who expect major cuts. Its been terrible investment but i put the blame squarely on me, not them i believed falsely that the company was a fabulous way to play in Global Economic expansion, i was wrong it was a way to invest in incompetence i cant think of a single other industrial that reported worse numbers. But its not their fault that my trust lost money its my fault for believing in them despite their businetrack record my fault, on me. Nevertheless, they now have a new ceo, John Flannery hes different maybe fool me twice but i trust him to get ge back on track, maybe not this quarter next week start the order and while i like to think the record highs have become the norm i know better without good earnings well find ourselv ourselves out of the streak and up the creep without a paddle. Justin in california caller booyah jim, first of all i want to acknowledge all the victims in Northern California of the wildfires. Police officers, pair medics working hard out there theyre working so hard its tough out there whats going on . Caller that being said, the homes destroyed and displaced residence, people are looking for temporary housing. Young this will have a Significant Impact on the author industri their industries i like thor so much the only threat to thor is that crazy nutjob kent that my daughter has on top of her subaru and i dont think its going to upset thor quickly. Another day another record next week well be in the thick of earnings, if theyre not good were going to break the peek. I like my pc, anyway account company keep getting you the better im going to talk with the ceo then the Semiconductor Stocks are nerve racking, tonight im offering a play that wont interrupt your cycle on the fang quarter ill tell you if they still have their bite their bite stick with cramer. Whats Critical Thinking like . A basketball costs 14. Whats team spirit worth . cheers whats it worth to talk to your mom . Whats the value of a walk in the woods . The value of capital is to create, not just wealth, but things that matter. Morgan stanley throughout history, the one meal when we come together, break bread, share our day and connect as a family. [ bloop, clicking ] and connect, as a family. Just, uh one second voice guy. [ bloop ] huh . Hey . I paused it. Bam, family time. So how is everyone . Find your awesome with xfinity xfi and change the way you wifi. Look at hp ink run can you believe when the Hewlett Packer switched into the commuter component it was considered a losser. Fast forward to do its hp ink plenty of monster, more than 6 move today along am i glad we got behind this one. The reason for this latest leg up, yesterday afternoon its company held its analyst day where they told a fantastic story. Hp ink has been takening market share. Theyve also got a new technology that lets them 3d print metals, we got to find out more about that. Ev even better, the companys guidance came in better than expected in part for one like the beautiful pcs i have. Lets take a closer look with the ceo. And how he managed to turn into the golden by the way of the hewlettpackard break up deion welcome back to the show great to haen here with you n you told us that youd be able to commercialize hp printing, give me some and tell me whose adopted it . I cant be proud of whats the teams done. In nine short months we had no revenue, no Channel Partners or ecosystem. We hadnt sold our first product. 9 months later weve got 65 Channel Partners in every single place all around the world and over 170 country that is we represent. Were selling real products, Real Technology and incredible ecosystem of partners and real revenue. I guess this will make capitalist ek statistic than what weve done. To your right shoulder i see a pair of what looks to be sneakers i know nike wants to permission sneakers but you got to do it in pass production in a inexpensive way. Does 3d printing allow for that in an inexpensive way . We wasnt interested in home base printing, we see this not as the 5 billion market it is today we really want to disrupt 12 trillion industry. You were there in the beginning with us when we first launched our technologies a couple of years ago and we said wed get a into that business wen we can interrupt it with speed and cost and we have that today the productivity continues to improve. The influx was 55,000 or less to complete them in 2018 thatll be 103,000. Thats going to open new applications nikes an incredible partner of ours andworking on this kind O Technologies in other industries whether bm w or johnson johnson. What can you do for j j they serve a billion customers a day. But the goal is to serve 3 billion customers a day. They foe they cant do that with traditional manufacturing. They gave me an example, i hope you never see this part. Its what they call a spinal spacer whether you go and have when you going and have back surgery they open up a lot of these things and try to find a match they take out fuj technology and they cultivate this with a nan know crystal incoding and that allows it to be safe in the human body my idea here just because you mention that had and i know that i hear about this. When you crack a tooth, the first time they put in a temporary, second and think try to fit you, you go back again and they fit you again why cant a dentist have a 3d printer in his or her office, print out a teeth that fits and you save 2,000 in appointments . Well i think all those technologies are coming. Its a question of matching the right material science with the technology and finding those kind of specific applications. I think thats why its going to disrupt this 12 trillion manufacturers industry that were in were going to fine ways to not only dploktize foundation in a way that havent happen since the Assembly Line created a 1 years ago. Its going to let designers design anything in the world and let a manufacturer be a manufacturer anywhere in the world. I did as you know get the pc that you suggested i dropped it the other day to felon strait i scared the heck out of the whole staff. I dropped it, you cant destroy this thing its got banging awesome sound the screen the beautiful but i felt heart hearted you created a flu one better and lighter then this one. When do those come out theyre already shipping. I think its a constant renewal of innovation. Wee understand the market, were moving into premium, gaining and adding the springss of magic that allow you to have the beautiful design features were building into all of our products that product you have is still current we just have different sizes for different people depending on what needs are. Ill be watching episode nine of narcos 3. Doon you are a man of your word. When i saw you, the stock was in 12, i wasnt sure. You won me over. The products are fabulous. Deon wiser, president and ceo of hp ink congratulation on everything youve done for shareholders thank you jim, and were just getting started. Hes right they are this is still an inexpensive stock. Stick with hp ink, which is hpq and stick with cramer. 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At wells fargo, its our expertise in finding this kind of insight that has lead us to become one of the largest investment and Wealth Management firms in the country. Discover how we can help find your unlock. Lately the Semiconductor Space has just caught fire the index up 35 year to date. Thats how strong theyve been this is also an inherently high risk group, sometimes we forget that, which could mean making riding out some of the gains a bit nerve racking. If youre making chips that means your hostage to markets you dont control, from computers to cars. And the moment we get any meaningful signs of a economic downturn you Better Believe these highflying stock wills lose some of their moe joe even if the group is searching high many of your fell shareholders will always have 1 foot out the door, dont forget that. Im going to give you lower risk, lower stress, semiconductor company, and the name is tex instruments. I cant believe that this is now the one that is the least risky. When i was growing up id trade this one like a banshee. I think of this one is a semistock. Tex can, thats what call on the trading desk texan is one of the semistocks around as the stock is up nearly 30 for a year, seems to make a new alltime high every day. So why am i such a texas instrument bull . What makes me think owning the stock will give you than owning nvidia, not that theres anything with nvidia, i love my dog. But its also the kind of stock that can give you night terrors because i think that runs up this fast as the potential to plunge back down owning Texas Instruments is like taking am bee yan before bed, youll sleep like a baby text is a unique position. As the Company Getting more than 85 from analog chips or embedding units. Theyre chips that deal with the real world on speed, sound or voltage. Theyre using for power analyst, radio freak frequencies or cell phones along with small processors. Heres what i really adore about the stock of Texas Instruments over the last five years or so this stock has become consistent take a look at this thing of beauty im about to show you look at this its just chart aside from a minor hiccup right here its bounced back from any sort of adversity. Its been marching high from year after year, this is from 2012 Texas Instruments has come to its own in the past 30 years gained 28 since the beginning of 2017. What a performer so what made this a sleep yat night Semi Conductor stop . The reason for that transformation, i think it goes back to the companys 6. 5 billion acquisition of national set me conductor in 2011 the National Semi would make texas the the rest of industrys focused on digital chips which are must more competitive and require heavy investment in equipment. Analog can be produced by older equipment. Before the National Semi deal texas had 30,000 International Products and introduced 500 new ones this year with this acquisition they added another 12,000 products. Look at these industries, medical devices, little economic components tell communications. After this trans action, Texas Instruments has a commandsing 17 share in analog. Thats dramatically high while they did pay a lot for national once they got it integrated the benefit first texas profitability has been enormous now its pined up to more than 60 . Thats gold. In short, Texas Instruments turned its into a safe, low cost high margin chip maker in 2011 this company had 2. 44 billion repeat cash flow last year that number climbed up to 4. 08 billion once you are generated a ton of cash like that there are a lot of ways you can make it to use to make your stock safe, durable and a great investment