comparemela.com

Me jimcramer the internet gives you the ability to comparison shop for anything younger people reach for whats on sale or what can create the most exciting experience those choices are rolling the whole market a lot of investors fail to understand the implications, especially on big rotation days like weve been having the dow dipped 109 points after being strong for a while s p declined nasdaq dropped 1. 9 for those who have been struggling with that it didnt used to be this way. In the old days children bought the same brands their parents bought to deviate was to disobey. Or question the judgment of your elders that was a big nono it sure made stock picking easy, didnt it . Whoever had royalty won, those were the stocks you wanted to buy, those were the days now its the absolute opposite now nothings etched in stone and consumers, well, they often see big brands as ripoffs. Of course, some of us are throwbacks im a throwback. I use old spice deodorant, my grandpa used it. I got an American Express card when i finished school, my father told me thats what youre working toward. I use heinz ketchup, my mom said that was the best. I buy goldens mustard, that was what was on the table. Marv would tell you what to dye buy at the drugstore chocolate, hersheys cars, ford when i grad walted from college because my father drove fords. For ages this is how everyone shopped and how you were invested now its all out the window. The foods i like, theyve got too many preservatives the deodorant i like, too many chemicals. The shave, dollar save is sent to my house. The credit card i signed up for, are you kidding me, paypal local drugstore, wiped out years ago, replaced by walgreens, they dont know me. I have to beg for medicines if the doctor forgets to update my prescriptions. Im waying a fortune what am i going to do . Cvs. Candy, buy what the local guy is making dont buy the mans chocolate t man being hersheys. Most of the things we purchase, my generation, well, we surprise shopped a couple places, browsed the mall for a bargain, found what we wanted, hardware, sears had everything we check the circulars in the weekend papers for deals, sunday morning wed flip through them in fact, at one of the more pathetic points in my life, of which there are multiple ones, i stuffed those inserts from 11 00 a. M. To 2 00 a. M. On saturday. It was my fault. How else could you afford to take your girl out now we search on google or buy on amazon, whatevers cheapest 24 for two at the movies. Thats four months worth of netflix. Aint you people heard of uber or lyft . In this environment, unless a brand has enough it was very difficult to value all sorts of companies. Thats why we spend a huge amount of time trying to figure out what certain stocks are worth as this next generation takes over, a lot more people than we are. What does have Customer Loyalty these days why do we like certain stocks . Customer loyalty first things first, whos got it how about amazon prime, facebook, nice self, google they dont let you do fifth grade homework with it anymore these things become integral to what we do and what we know and what we are. Theyre all washed up, right sell, sell, sell, sell for good measure all three companies are really just for posatories of data powered by Artificial Intelligence and search algorithms in case of face book in fact, you could argue these companies are big data farms filled with what you tell them to be filled with. Amazon has to find a way to deliver goods to you and theyve created a major web service, bedrock of the cloud alpha bit has billions of hours of programming and youtube, as well as a Cloud Business of its own growing rapidly, facebook has the best setup they do nothing. And they provide you a platform. Youve got to do all the work. You do all the copy. Man, i worked at a newspaper and we had to write it we gave it away. Now you have to write it and they profit from it. Thats why fang, my acronym for facebook, amazon and well, you stretch the a, apple, netflix and google have stuch staying power. Everybodys eager to dump these stocks, hate them, out of favor. The sellers will come back tomorrow hey, you know, ive had enough of fang oh, good for you enough of the stocks, how about the companies . Those are companies. Theyre not just fangs now you may be calling or texts people to tell them that apple stock is on its last legs, all washed up. But youre using iphone to do it and apple has its own ecosystem. Have you looked at that bill even when people turn on the stock they wont turn on the product. Its got loyalty everything else, i dont want to be too generalizing, whats worked in tech in recent years involves systems that get you to google or amazon or facebook or apple or netflix and make them work faster and mooter and better or allows you to choose this one is best for your business ask products, including entertainment. Thats tech circuit 2017 throw that away, god love you, go ahead, buy all the colgate you want thats terrific. Do it, okay, do me a huge favor and buy clorox i dont drink it i like it. It makes your clothes cleaner. Of course the whole industry is devoted to the consumer, not like retail suddenly stops existing lack of brand loyalty, and chains start feeling if i put you in lowes, a dollar tree versus Dollar General . Would you know if youre wearing nike versus adidas anymore you got the picture. In this void of boring, humdrum and, yes, lonely world, like the psychiatrist in me, millennials have started suddenly to embrace things that create experiences so they can document their lives so that they like can be humans, and they do it on facebook and instagram or twitter they started doing it on snap. You see that stock snaps up a dollar, they must be using it kids go on carnival, airlines take you where you need to go to document your vacations with photos, anything that makes you look younger is part of the package. I know im oversimplifying here, but i think the ho among anization is obvious the banks trade together, theyre beholden to the fed. Its not like western savings, do you really bank at the bank because your parents banked there. Open an account at city, my folks loved city materials trades, yeah, because theyre all hostage to China Health Care traders, bound by etf. So many professionals say go buy an index fund, its too hard to pick individual companies. I come back and say no, it isnt. Dont get away from index funds. Those are fads that way i dont have to be attacked by index funds. I love them. The more rays and methods of the next generation are not unfathomable they like pets, protein, tyson foods. They like restaurants. Lie like strips, thats expedia. The commonality, here we go, what is it its the stocks theyve been throwing away because theyre too expensive. Facebook, amazon, apple, netflix, alpha bit, should i just talk about Union Pacific . Well, you know what . You should buy all the Union Pacific because, like, well, its Union Pacific its not now, its why we keep coming back to these stocks not because were bored, its because thats what the Younger Generation uses, its not because were hacks. That dont know any better its because its whats worth something. The bottom line, if youre looking for longterm things you can call back on when the markets unsettled, remember the baby boomers no longer rule the earth. The millennials arent hurting it as we speak, and the handful of companies they like, are the only ones that benefit from any kind of brand loyalty here thats the story for years the come get used to it if you want to be on the right side of it, better do it now or else lets to go to chuck in ohio caller hi. Chuck, whats up . Caller i want to know if iconic would be a good buy, if theyre going to if honey well is going to buy them. I would postulate at a recent fuel economy, honnee wael, splitting into two aerospace, arconic is the only one left the answer is two down, ten up, i believe. Lets go to peter in connecticut, please, peter. Caller hello, jim. You bet. Caller 20 years ago we did contracting for a company could copart i bought their stock its smart, faithpated. What do you think . This is a stock that we recommended at the in maybe the first or second year of what we were doing, and you know what i know its moved up a lot, but im still on board i think youre absolutely right. Why dont we go to august in new york. Caller jim, how you doing . Big boo out to you from new york. Okay. Caller my question about car max. Ive been tracking this company about ten years since i heard an warren buffet getting involved that was a miscommunication. It was really geico that got involved with them also two years ago it was said he was going to possibly buy them out instead of buying some company, nuyl. He did buy a big one. He likes the auto dealer business so do i. Theres a boutique outfit called m science. It mentioned the firm cautiously and that crushed the stock my take, i like your thinking. I would buy if i wanted to have a full position of say 300 shares i would buy my First Quarter tomorrow and then build down its an Excellent Company doing kplent excellent things. The Younger Generation holds the key to your investment needs they are the bedrock this age, thats why we focus on fang. Not because the stocks go higher when they start going down then you say ive got to sell them because the stocks are going lower. Theyre real companies, the bedrock of what wall street and individuals and millennials care about. Mad money tonight, clouds, big data, ill spare you the buzz words, big trends, part of fang. Could worries about tech and the tax code impact profits . Ill speak to a ceo of a company in real estate to understand whether this game in trend is all over facebook, apple, netflix, stocks seeing pullbacks ill tell you how to evaluate to tell you whether to know how to evaluate them up to you to figure out whether you want to play im going to find the sharks on these stocks who says this isnt the most interactive show on investigation. Last week a caller asked me about hour ex. Tonight got the ceo. Stick with fang. Doesnt hurt me. Announcer dont miss a second of mat money. Follow jim cramer on tweet send email to mad money at cnbc. Com give us a call at 1800743cnbc missed something head to mad mown. Cnbc. Com. Let out your inner child at the lexus december to remember sales event. Lease the 2018 es 350 for 319 a month for 36 months. Experience amazing at your lexus dealer. Wifiso if you cant live without it. T it. Why arent you using this guy . It makes your wifi awesomely fast. No. Still nope. Now were talking it gets you wifi here, here, and here. It even lets you take a time out. No no yes yes, indeed. Amazing speed, coverage and control. All with an xfi gateway. Find your awesome, and change the way you wifi. Sooner or later rotations come to an end everything connected to hottest trends in tech sold off hard yesterday. Not that anything is wrong with the companies. The senates passage of the tax bill made a bunch of other sectors, domestic players like retailers, restaurants and banks seem more attractive the themes that were fabulous a week ago remain fabulous today sooner or later theyll come back into vogue on the wall street fashion show. They always do cone for home gamers, Real Estate Investment trusts that provides customer with Mission Critical massive server farms. Give the tremendous growth of the cloud i think the longterm story is very much intact. Cyrus one stock tumbled yesterday. Even though it bit today i have to wonder if youre getting an incredible deal here the companys latest quarter was strong and gamechanging partnership with gds, chinese data firm. Lets take a look a gary rotazik. Good to see you, sir one of the reasons why weve had the selloff is a belief that somehow the cloud and data centers have peeked, that theres not going to be a need for anymore and that were about as far as weve gotten you would have a better handle on that than anyone. True or false . False, yeah. Tell me why. If you just look at this quarter, every single company, whether it was amazon, microsoft, oracle, sales force, everyone exceeded their expectations of the quarter. Were a derivative of that its not slowing down. We see this, as i mentioned before, early stages of a trend thats going to go on for a decade. Verticals are good. Yeah, we had one of our strongest sales ever, geographies, closed 5,000 net companies. One of the strongest weve ever had. As big as it is in the u. S. , the opportunity, china, what you did with this gds, no penetration in the cloud in china. You know, you have the fangs here, theyve got the tabs there. So between 10 cent, ali baba while our business is growing quick, gds is the Fastest Growing company in the world right now. And, you know, the Chinese Market is really just the first inning there. What i thought was interesting theres cross pollination. Thats right. We do work there, they do work here. Youre at the folcrum. I met the ceo, willie and dan, we had several meetings we realized were basically the same company we have a dominant position in cloud like they do we thought there was an opportunity to Work Together we bought an 8 stake in them and its up 60 since we purchased. Not bad. Can you just hold onto them is this one you want to own longterm . We did it strategically because of the bigger opportunity to help their customers grow into the u. S. You had jack monn earlier today, big ambitions globally our cloud customers want to expand to china. Both companies are trying to help each respective company or customers grow in each others country. You were real estate constrained, youve been able to put up property and make it so you can continue to both gain share and also increase rent right . We were basically sold out in the four, you know, leading markets we had from about the Fourth Quarter of last year. So this last quarter we brought on, you know, close to 800,000 square feet of capacity in the biggest markets we have. So were heading into the year, into 18 with a strong position, lots of inventory available. More coming online. Why would there be a perception among people when you see these rotations were further along and perhaps everybody thats on the cloud is on the cloud i dont know. I think thats a lack of understanding. Okay. You know, the Enterprise Market is about a trillion dollar market. Cloud is a billion of that 4 hkt, 5 penetration. Up to 60 or 70 over the next decade i dont think people realize how early we are in this outsourcing trend. Last question, what do we do about security how much money do you have to spend on it . Its becoming a much, much bigger issue, outside of reliability. All these facilities always need to be up and running security is the biggest issue. We spend a lot of time and effort making sure that all the physical security that we put up, we dont really touch the logical security. Right. Is basically, you know, up to speed. Biometric scanners, physical perimeters, Armed Security guards thats what were providing our customers. Youve got ash glad you cleared that up. Ive heard too many people say in the last 48 hours is reason were having rotation is because its done. That is silly. Not at all. Okay, thats guy ortazik, president and ceo of cyrus one far less penetrated in china back after the break your brain is an amazing thing. But as you get older, it naturally begins to change, causing a lack of sharpness, or even trouble with recall. Thankfully, the breakthrough in prevagen helps your brain and actually improves memory. The secret is an ingredient originally discovered. In jellyfish. In clinical trials, prevagen has been shown to improve shortterm memory. Prevagen. The name to remember. The theme of tonight is. Senate passage of the tax bill totally changed the face of this market domestic Oriented Companies are certain to have dramatic earnings growth. Courtesy of much lower tax rate. If money matchers want to buy the stocks they need to sell Something Else thats why theyve been dumping technology names, very convenient particularly the ones with International Exposure that will see less benefit from the tax cut. This is a position that has less to do with the fundamentals and more to do with the mechanics. When fundamentals dont tell you enough, it helps to consult the technicals tonight were going off the charts with carolyn broaden. Shes a brilliant technician she happens to be one of my colleagues at real money. Com the paid site for the street. Com to get a better sight of whats happening. Drilling down into the action of now say despised and left for dead road kill, facebook, apple. When we look back. Will the pullbacks in these stocks look like fabulous buying opportunities or have they reached an important high . Lower prices Going Forward by now, i think thats the perceived general wisdom where does broden come in all this she says its what we should have expected. Many market moves tend to terminate around what are known as price extensions of pricing swings methodology, 800 years ago a smart italian guy named leonardo fibonacci ratios repeating themselves over and over again in nature. Stranger things, shells, pine cones, flowers the list is endless. For some bizarre reason they show up in the stock charts. They do. How does it work a past swing in stock or index and runs it through the prism of fibonacci ratios this is what theyre referring to the results give her a series of important levels where a stock is likely to change its trajectory we dont know how it works it sounds like pseudoscience, stock market astrology but the fact is it does work what does it have to do with the stocks of facebook, apple and netflix . Simple, broden pointed out they all three reached extensions, ran up another 27. 2 , or 61. 8 of that move wherever that happens, whenever, that he takes it as a sign to get more cautious, rallies often terminate or at least go to hibernation hat these levels what can we learn from the charts now that the pullback has arrived after the socalled hibernation . Lets start with the weekly chart of netflix when netflix dipped to 178 yesterday at trading, gasping moment, got a support there, and stock quickly rebounded and now back at 184. Second and more important, broden likes a stock recently declined, last two major pullbacks there and there. Or these when netflix got hit or not august and september, here we are, the stock lost 26. The previous decline in the spring and summer of last year also lasted for 27. Last weeks decline was 26. So if the pattern holds it could already be over. Now in the past those 26 and 27 declines were followed by much larger rallies, in excess of 40 points it gives broden confidence the trend is intact. The 177 to 178 holds, she thinks this thing could run to 211. However, if netflix does start falling again and breaks down below the floor of support, thats the level to watch where the big tech selloff picks up again. Week weekly chart of another, despise a stock, despise it here, despise it here, now theyve got a new despicable level just like with netflix, broden says its a garden variety pullback, not a lot of emphasis on it. Apple at 161. 8 , fibonacci extension of previous swing and starts to come down, thats what her methodology predicted. He will still like the chart even if the decline continues, as long as the stock stays above 149, where it bottomed she doubts things are going to get that out of hand apples latest pullback, most recent lasted for around 14 you cant help 14, 14, all right 15, not exactly 1514 but that happens again, takes stock down to 160. Apples many floors of support, 170, and potential downside target, 166 to 167, floor of 164, 165 and one month 159 and 161. Thats a lot of areas where things could turn gain and stocks rallied suddenly today. Its possible the pain is already over shes clinical about this. Shes not saying, oh, im worried about the 10 shes worried about the chart. Next the weekly chart of the most perhaps despised of all, facebook how many times its rolling over, rolling over hey, facebooks rolling, rolling over anyway, again, as we saw, facebook hit an up side fibonacci extension. 15 above that level. We dont know why this stuff works. Creepy how it does, isnt it netflix and apple and facebook, the declines have lasted 10 or 11 bucks, now down more than 10 of where it was traded a week ago. Garden variety pullback. Todays rally could have the beginning of some legs if its the start of something worse we need to look for the important zones to support that facebooks likely to rebound from down the line apple and netflix, facebook has a lot of support here, we like that 169, 170 third floor, 157 as long as the price holds above one of these floors, even the lowest one, brodens optimistic. When it was here, no, she thought it was going to do this. Not as if shes come in, the opposite, the bottom line. The charts interpreted by kyle and broden, recent declines are nothing to get too worked up as she sees, theyre garden variety pullbacks like you get often. My view, these tech titans may not be in the sweet spot but theyre Fabulous Companies i use id to buy somewhere on the way down as if theyve been thrown away as if they were never worth anything to begin with steven in florida, steven. Caller hey, jim, id like to ask your opinion on interactive and ea and Virtual Currency backlash from battle front has changed wall street view of the industry. We like all three of these. I know theyve been under tremendous pressure and a lot of people feel theyre done too i say no, theyve built a great business i know the chart looks bad strauss is not looking at the chart, hes willing at the business, darn good. Caller i was hearing about a Company Called cls should i clear the screen. Heres what were doing, j bill is better than they are after you have one of these declines in technology, you go for the best the ones that are tried and true dont go for the tertiary. That is the fifth quadrant have no fear, the declines to netflix, apple and facebook, dont get worked up. Use the weakness to buy some if you dont own any of them. Much more ahead. Were the only ones talking about this move. Can the move the alteryx continue you ever heard it. Weve been recommending. Im sitting down with the ceo. Tech stocks are falling. What should you do with the group Going Forward . Ill reveal again what to do and all your calls, rapid fire, tonights edition of the lightning round, stick with cramer there he is. Your new brotherinlaw. You like him. Hes one of those guys who always smells good. His 5 oclock shadow is always at 5 oclock. You like him. Your mom says hes done really well for himself. He has stocks and bonds. Your dad wants to go fishing with him. Your dad doesnt even like fishing. You like your brotherinlaw. But youd like him better if you made more money than he does. Dont get mad at your brotherinlaw. Get e trade. Why did you take Credit Card Debt on . Second kid. Private school. Medical bills. Moving costs. Solid ground. A personal loan from sofi is a smart way to consolidate Credit Card Debt. Certain borrowers cut their credit card Interest Rates 42 and increased Credit Scores 17 points on average. Borrow up to 100,000 with low rates and no hidden fees. Find your rate in just two minutes, and take on your debt at sofi. Com. Call from chris in connecticut about alteryx. Its the provider of selfservice data analytic software, simplifying the Data Analytics process, making it more accessible to you i recommended it back in march its gotten a monster 65 gain in the wake of that move, i told chris to let the position run. I hear nothing but great things about this company word got back to alteryx and they asked to go on the show what can i say were all ears when a company is giving us phenomenal gains lets check in with dean stoecker to learn more about his company. Dean stoecker, welcome. Thanks for having me. Theres a phrase you used, i thought it was so exciting code free analytics for the citizen Data Scientist i love that. Platform is code free for the citizen Data Scientist and code friendly for the quants around the world. You deal with everyone, i have never seen be as agnostic as you why is everyone willing to work with you and other guys say youre with sales force, im not touching you. Were agnostic to the persistence layers and the consumption layers in analytics at the end of the journey. Data vendors love the fact we can ingest data into the alteryx memory flat form and push out analytics to any plane of glass, power bi or pdfs, Machine Learning models back onto salesforce. Com. First, wait a second, data does the same thing, theyre your partner. They are our partner, a great partner and customer one of the great things about tableau, many customers love the experience of being in visual dash boards. There are way more panes of glass than visual reporting. And so the majority of our customers actually write out to other panes of glass, share point and pdfs and word documents. Youve got an incredible client list. I mean, youve announced these its not a secret. Jp morgan, ford, walmart, target, cocacola. J j what about j j, what i would want to see from alteryx we cover a broad swath of analytic use cases its a horizontal platform we have no concentration in any vertical around the world. Very important. Most importantly the footprint of analysts or citizen Data Scientists and enterprises is very broad across every use case from h. R. To supply chain, to analytics, fp a, we have not yet seen a flattening of our s curve in retention numbers thats because we see 30 million citizen Data Scientists around the world who want to get their lives back. One of the things you have, and i sometimes these numbers glaze over people. I wont let this one 52 growth, but youre not a new company. Youve been around. We have been around we were not one of those overnight successes. Why we didnt actually raise any money for 14 years we were selffunded for 14 years. Based out of irvine, california. The thought of risking our founders money was tough enough the thought of risking investors money was untenable we went as long as we could to get to the point where the selfservice data market opened up as widely as it possibly could. We raised 163 million in three rounds and took the Company Public march of this year. We loved it immediately one of the things we were gripped with, the total Addressable Market versus the market cap, its too small versus what you can accomplish. Well, this is a 28 billion Addressable Market it is a massive market, grown every year for the last four years. I think the people are realizing that were living in this data deluge theyre trying to get value and analytics out of that data our flat form is the platform that allows people to prosecute analytics. I think you also have to highlight for us, because people dont get this, how long it took before and how long it takes now with you. Yeah, so the analytic process in enterprises has been completely broken. Context around a business question exists, how do i optimize my retail shelf set to improve samestore sales, mitigate churn in my wireless contracting business, risk in underwriting practice. What has happened without alteryx, people go to i. T. And stand up teams, analytic experts, all with dispa rat technical specification, you get the answer to the question you forgot why you asked what weve done is weve put the thrill back into problem solving. Weve taken analysts who have resorted to spread sheet hell and weve made it so that weve gone from the end of their rope to the edge of their seat so that they could actually drive value for enterprises around the world. When i was going, at goldman, hedge fund, we looked at excel thats not enough anymore. Right . No, were living in a big data world where our customers are seeing billions of rows across disparate data sources, excel whats it got u a million row limit . People are looking at get over that to drag and drop user interface. Its all over with thats why we see such expansion. I am so glad youre on. Ever since i recommended you no, its too cheap as a market cap. People might say it wont make money. Its the market cap that matters to me. Versus the opportunity youre way too dean stoeks, back after the break. news anchor downtown traffic is still bad. Expect massive delays. radio channel changing news anchor 2 all lanes on highway 50 remain closed at this hour. news anchor 3 the stats are in and this city leads with some of the worst traffic, with the average driver sitting in gridlock the equivalent of three days a year. For every hour that youre idling in you youre sending about half a gallon of gasoline up in the air. That amounts, over the course of the week, to about 10 pounds of carbon dioxide. Growth is good, but when it starts impacting our quality of air and quality of life, thats a problem. So forwardthinking cities like sacramento are investing in streets that are smarter and greener. The solution was right under our feet. Asphalt. Or to be more precise, intelligent asphalt. By embedding sensors into the pavement, as well as installing cameras on traffic lights, we will be able to study and analyze the flow of traffic. Then, we will take all of that data and we use it to optimize the timing of lights, so that traffic flows easier and travel times are shorter. And sacramento is just the beginning. With advances in cameras, sensors, and network speeds, we have the ability to make cities smarter, and happier. What excites me about this technology is that were using some of the most cuttingedge machinelearning, and ai, to help solve the most fundamental challenges that cities face around the world. Who knew asphalt could help save the environment . lani and the possibilities are endless. It is time and then the lightning round is over are you ready in start with josh in california. Caller thanks for talk my call love your show. Thank you. Caller i bought back in january at 25 now im wondering whether issued buy more. Dont buy more. That yield may be unsustainable. Do work on that. I think your initial impression is correct, that there is some value there. Go to travis in washington travis caller from our nations capital, kramer. Stock cyprus. Half a dozen people, pound the table on the stock i think its inexencive. Lewis in texas. Caller jim, how you doing . I am good, thank you. Caller calling about trivago. Stay away i like the concept of price line, expedia, and this group is headed lower, theyre not done going down yet. Lets wait jeremy in North Carolina jeremy caller hey, jim, how you doing . Good, how are you caller its been a crazy month from matell with tons of hue for. Unless hasbro buys them, youre in the house of pain. Dave in missouri, dave caller yeah, is this jim yeah. Caller yeah, jim, im the lumber liquidator guy i bought stock in ive been in the industry for 50 years, believe it or not, im always on the manufacturing level and wholesale level. And carpeting used to be the big deal. Okay. Caller the past 20 years its switching to hard surface, laminates. Yes. Caller hardwood flooring, ceramic tile all those sorts of products. Okay. Caller i bought lumber liquidator. That is the strongest part of what home depot talked about id rather see you in home depot. Gary in new york caller jim, how are you . Thanks for taking my call. Of course. Caller one of my favorite stocks this year, universal display. One of my favorites 90 points. I want it to come down in amazon, in netflix and apple. So wait. David in texas caller from lone start state, mr. Cramer. Tell me about magellan insanely valuable, ridiculous, yields 5 1 2 Everybody Needs it and knave got it im a lonely voice in the wilderness that, ladies and gentlemen is the conclusion of the lightning round. Announcer the lightning round is sponsored by t. D. Ameritrade see thats funny, i thought you traded options. Im not really a wall street guy. Whats the hesitation . Eh, it just feels too complicated, you know . Well sure, at first, but jj can help you with that. Jj, will you break it down for this gentleman . Hey, ian. You know, at Td Ameritrade, we can walk you through your options trades step by step until youre comfortable. I could be up for that. Thats taking options trading from wall st. To main st. Hey guys, wanna play some pool . Eh, im not really a pool guy. Whats the hesitation . Its just complicated. Stepbystep options trading support from Td Ameritrade we are the driven. The dedicated. The overachievers. We know our best investment is in ourselves. We dont take no for an answer. We fight for what we want. Even for the things that were once a given. Going to college. Buying a home. And not being in debt for it for the rest of our lives. But were only as strong as our community. Who inspires and pushes us to go further than we could ever go alone. Sofi. Get there sooner. Why didnt i boon the tech stocks yesterday when everyone else was telling me to dump them one word its one you dont associate with tech. Valuation. Hey, lets go there. Undervaluation when you look at them rigorously, the tech stocks i like are surprisingly cheap on the out years, especially compared to packaged good names, everybodys huddled in, hiding in, love so much value stocks are totally straightforward or mystifying. Its much more of an art than a science. Value of netflix, youre hostage to the total Addressable Market or t. A. M. For internet entertainment around the world no one would think it was more than cvs similar with Companies Like amazon and tesla you either believe in jeff bezos and ylan musk, or you dont amazon is web services, now, i can see the first being worth 750 million and the second 250 billion. Stock could double when you think of it like that its easy to see the recent selloff longterm buying opportunity rather than reason to panic even though i think people chose panic over common sense and wisdom tesla, okay, total beauty in the eye of the beholder. Both because it has no earnings and because it has an inconsistent track record. But to elon musk ba valuationi justified, or they can rationalize it valuation is sometimes very straightforward. It seems confusing because of widespread but mistaken perceptions. Colgate, we know what that is a totally respectable brand. Why despite 7 growth rate, 7, colgate trades at 24 times next years earnings. May pay to write these down, 7, 24 the priced earnings multiple single best way to compare stocks on apples to apples basis, i dont mean this kind of apple, metaphor call clorox, respectable brand, trades at 24 times 5 growth rate i dont know if it has node bleed valuation. Ever hear that associated with clorox i havent. We accept these valuations despite uninspiring growth rates and meager dividends because stocks have run so much. Its stereotyping, plain and simple no one thinks of them as being expensive or dangerous, because theyre the lowrisk, sleep at night safety stocks. With the same token, what have we decided thats going to get crushed in 2018 if not the last month of the year. Stocks like alpha bit and facebook, last i looked have much bigger total adjustment markets than any much faster growth perform the same exercise. Go to school apples got a huge upgrade cycle, some predicting driving growth rate up 25 thats nonsense, lets say lets be conservative, cut it in half, 12. 5 . A arbitrary. Where is apple trading thats even being very cautious with the numbers, i mean ridiculously, cut the estimates in half, apple is going twice as fast as clorox or colgate. Stocks trade at monster discount to safe stocks alphabet, 17 , 24 times earnings thats three times the growth rate of clorox or colgate. Roughly the same price, multiple, ridiculously cheap, advertising, cloud, youtube. When i look at facebook, i like to examine the out years, thats his corically been the best judge of how its been doing, look out to 2019 estimates, not that far away, facebook is trading at 21 times earnings, 21 growth rate. I think its nuts these stocks sold off so hard in the last couple days. Less attractive commodity, disk drives or flash memory people love to claim that facebook and alphabet or apple have gotten so expensive you cant possibly own them. When you do the exercises i do, and get all mathematical, you dont get that conclusion. Techs much cheaper than you think. It doesnt usually get explained in comparison to whats really expensive that we all hold so dear and exactly what should happen when its been crushed as has been the case these last few weeks. 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