Transcripts For CNBC Mad Money 20180102 : comparemela.com

Transcripts For CNBC Mad Money 20180102

I swear people are bored with what is going on with the stocks including today where the dow gained 105 points. Nasdaq falling 1. 5 . You know what i feel like doing when i see these numbers they are all napping. They are napping. Either they dont want to say anything good about the market because of politics as the president has done a good job of linking himself with the performances of the averages or they are prone to sleep. No matter how good stocks get it doesnt seem to hit their radar screen. I was on the case last week. San diego not bad. All i heard was bit coin, bit coin and bit coin. Cramer, how about bit coin. Cramer, bit coin, is it too late is it too early . Never stop. The market is an abstraction for most people. The truth is if you are bored by this incredible rally may i suggest that you get your head examined all aboard. 53 of the people in this country have exposure to stocks. While i wish more americans could afford to participate in Wealth Creation that is the stock market. 53 is a lot of people. If you are one of them you should be feeling real good after last years run. House of pleasure. You feel good about retirement. You feel good about travel, money for college. You feel good about paying down debt with profits. You feel good about buying a car or a house or doing a renovation. Not feeling good about sleeping for heavens sake. There are stocks that fit into every aspect of that. That is what Wealth Creation is all about. That is what progress is all about. Is it related to President Trumps policies love him or hate him the answer is yes. The president creates an environment that will take money from the government and give it to the corporations. I know what they are going to do with it. They will move their stock up whether they use it to expand or buy back stock it will be good for stock prices. This is mad money not mad politics. Thats another network. Just look at the president s tweets. He is as hands on about the stock market as obama was hands off. He never wanted to take any credit. The market is so important to trump that im surprised he doesnt tweet about stocks having to fall. Walmart is not up today. Why dont you buy some when i was a judge for the apprentice i was asked what is really going on. All i can tell you is that i was shocked at how competitive trump was about his tv show and how much he cared about his ratings. Now he has a stock market for ratings systems. Like it or not those ratings are off the charts. No fake news there. Plenty of opinion makers from states like new york, new jersey, illinois and california that are pretty darn glum about their finances. The house of pain. Despite the dow being up. Their new found inability and will find whatever gains in the stock market. I wish i had the same local deduction back, too. Bummer. That doesnt change the fact that the markets what makes it so great . After prolonged period where facebook, apple, amazon, netflix and google, they were taking a nap, too. Like today there has been a fire lit underneath them all day. We talk about profit taking. The stocks indicate profit taking over 2017. How do i know this in the mornings research we didnt get anything about facebook or amazon, nothing. Those stocks rallied 5, 19 and 20 respectively. Positive narrative about netflix. Apparently people around the world like netflix, who knew app apple got defense about battery gate and suggesting sales are on plan allowing stock to advance three bucks. That is a big difference from the survey indicating apples new phone sales have fallen behind. How many times have you heard these negative surveys i think they faked out people dozens of times. They are classic buy high, sell low generators. I cant remember one that was ever positive. And battery gate. Most amazing thing is people thought apple would just hang customers out to dry. As i always say apple is the only Consumer Product company which means it wants customer satisfaction. That is what the company is about. Hello. Thats why i wish apple stock was covered by the same analyst. General mills, that kind of valuation, 171 stock can sell at 240. I dont know if the new phones are selling well at this very moment. I do know that apple makes great products and i am as thrilled about the iphone x i bought for my wife as she is about the x that she gave me. She is in india and that makes do the surveys include those potential customers . Anyone know when my wife is coming back . Of course, its not just fang. The complex under pressure until december seems to be making a comeback. The highest stocks, the adobes, vm wares are finally on the move after being stuck in the mud. They are mudders. I think that they are all buys. Vm ware is really way too low. What else should wake people up from their slumber induced avoidance of stocks . How about oils breaking out . That has been a huge mill set. I almost cant believe these moves we are seeing. A stock lime schlumerger is getting its due. I am blue in the face about it. More on that group later in the show. The retailers. I know that analyst said amazon might buy target. Thats great. I dont think they will. People are taking it seriously because retail is doing better. Stock on kohls has been screening. Macys come back to life. Best buy is hitting highs. The elle brands caught it. Bath and body works. From a sell to a hold on nordstrum. Will the buyout talks begin again . Why not speculate on target . The transports are all up again running like the wind. Ups and fed ex, they are on fire because of e commerce. The former feels like one buyer going nuts. The stock of csx, the big railroad that lost the ceo to an illness something that caused the stock to plumt is above where it was when he passed. The commodity stocks are roaring. The Copper Company has been like it is all gold instead of small percentage. If the dollar stays as weak the dollar can be in early. We have a stock shortage in the commodity department. Bio techs. We thought the disney might be done moving up because of the fox deal. Stock took off because of continuing strength of the latest star wars movie which i havent seen. A good way to put the woes in the rear view mirror. Stock closed at 4. Big cap stock. I can go on and on. Believe me i would if i were doing this show at home. I do this show at home in front of a mirror a lot for like hours. For whatever reason the experience by president s focus on deregulation, bonuses after the tax cut, weaker dollar into the earnings, we have an incredible rally. This move is never boring. Its not a bull. Its a beast. Right now its in beast mode caller happy new year. I appreciate your thoughts on algn. My son and i have owned it for about nine months. That stock was number two in the nasdaq. I think the dentists needed a product. That product is just scratching the service internationally. It has huge business in the netherlands. They must like straight teeth. I think it had a little profit and it will be back. Align is good. I had braces when i was 13. Its starting to get probably too much information. Bill in new york. Bill. Caller hi, jim. I love your show and happy new year to you. Same. Caller i was wondering if you could give me your opinion on the potential monsanto merger its in europe. I dont know the answer. To me caching when you have a winner like that. Happy new year. 2018 is already anything but boring. Will you wake up out there. Its in beast mode. Mad money tonight 2017 in the books knowing what separated last years winners from losers. Im going to dig down domination of the dow. And what does the decline mean for the overall auto industry. And wall street kicked off new year on a high note. Can the upward momentum continue stick with cramer. Your brain changes as you get older. But prevagen helps your brain with an ingredient originally discovered. In jellyfish. In clinical trials, prevagen has been shown to improve shortterm memory. Prevagen. The name to remember. When it might be time to buy or sell . With fidelitys realtime analytics, youll get clear, actionable alerts about potential Investment Opportunities in real time. Fidelity. Open an account today. I love people who say the Dow Jones Industrial i meaningless and then within the same breath quote how much it is up or down. Why do so many people insist that it doesnt matter these days i guess far more money matchers gravitate to the s p 500. Look y dont desparrage the index. I embrace because the dow is still a good proxy to stocks. Right now its more important than it has been in a long time because snapshot of 2017 gives you a terrific view of winners and losers in classic big cap names with overall score plu 25 . I wont have time to scratch out all 30. I can give you back grounds on the five best performers. Lets start with the best of the best. Lets start with boeing. Boeing was strongest up staggering 89 last year. I dont think its done. Boeing can still have one more excellent year. This nearly 297 stock and 40 price target. Not too shabby. Why am i so confident . Because 2017 was the year that boeing stock became a new and different entity. It went from being a cyclical to a secular growth play. For ages we used to measure boeing by a new boom bust cycle. If the plane was disliked or hard to build as was the case with the dream liner it would get hit maybe hit hard. This year nearly bursting with business both military and commercial investors seem to have stopped caring about individual aircraft orders and are focussed on the secular trend of travel especially overseas where only a sliver of people have flown and many more will do so. Boeings earnings are now smooth, production lines are efficient and as ceo told us recently there is a huge wait for new planes because so many Different Companies want them. Many people fly, many more people fly each year internationally than they did the Previous Year which is why boeing is literally 20 years of demand for the most popular product. They see the order book. The company will be expanding so it can meet that demand more quickly. Its still overwhelmed by orders. I know that boeings engaged in a never ending dog fight with air bus over orders. I always felt got subsidized too much. At least for now looks like boeings win. Company also has a long term arrangement with nasa to put a man on mars which can turn into a space race with elon musk. I put my money on boeing. You hear that, elon . Boeings Gross Margins are very high. No wonder the Company Announced 18 billion buyback, latter becoming a staple for these guys. Everyone is waiting for a pullback. The stock is only giving you one tenpoint reversal since 2015. That gentle sloping stock is what you are always looking for. In short, boeing is a buy. Next up is the most heavily shorted stock in the dow caterpillar which proved wrong with a staggering 70 gain. It is another stock that transformed. Not long ago it was a total bust. So the correlation isnt that strong. These days what matters is the strength of the business here in the u. S. And how much more efficient cat has become with both Manufacturing Processes and maybe even more important the onetime unruly Dealer Network that they didnt control. That means the company has much less risk of making machinery because it has a much better handle on the whole food chain. Right now things are booming. In this boom the company is making a heck of a lot more money off of earth movers. Now it is fairly pristine. Sure the company has been hurt by untimely purchase of coal maker. The shorts have been crushed. I dont think cat has become a secular growth story. Just as commodities like copper and oil are at their highs or climbing while the southeast is experiencing a manufacturing renaissance that needs all the cat machines it can get. I doubt it can repeat the performance. With President Trump talking a big game there is more in the tank for this stock than for a lot of others out there. Im still hot on cat. Number three is visa. It just keeps going higher and higher and higher. Wouldnt this be good. They should be like this. Anyway, gained 46 last year. We sold the stock from my Charitable Trust which you can follow. When charlie sharp who we just love left the company, didnt think he could be replaced they got al kelly and he has been excellent. Visa has become the goto financial stocks for those too scared to go into the banks. You might think the stock would stall out. With the dollar diving this company that gets 52 of business from overseas it has a fabulous. Visa is 17th largest when it comes to dollars overseas and kelly who has far exceeded expectations might bring it back to further elevate the stock. His accusation right about the height of the dollar. Was that pressure. Fourth, someone take my apple . Thats typical. Here it is. Apple is about as hard to own as it has been in any point in the last couple of years because there are so many darn surveys saying that the new iphone x is a bust plus charters are buzzing about major crack in the armor which could send the stock plummeting from 172 to 120. Because of concerns about the new phone not to mention battery gate, i think they put that behind them, apple sells for just 15 times earnings. From all negative comments of late you think apple stock must have lost people fortunes. It finished last year 46. 1 . I think the revenue continues to grow. Apple still isnt getting enough credit for that one. It is steady. I think while the stock may not be ready for a short fall we havent heard enough negative things to make me want to give up on this one. Apple has more than 269 billion in cash. 94 of it overseas. The company has a lot of debt overseas so there is no real way to assess how to flow back but it is more than now. Im sticking to my guns. You own apple. You dont trade it. Nobody takes my apple. Walmart. Didnt go up today. I think this stock has the potential to go up at least 20 because the company is going to see the benefits of its big spend on e commerce with jet calm offering something new, different and cheaper and exciting. Walmart is much better than years ago with a terrific grocery section. You think they are a mistake. Go to one. You wont believe how good they have become. You wont believe how fun they are. When was the last time you heard the word fun in the same sentence of walmart. They spend heavily to compete with amazon. The Walton Family is going with [ inaudible ] the bottom line when you look at the top five performers boeing, caterpillar, visa, apple, walmart, i think they are all buys. They rarely give you buyable pullbacks. The fact is there arent enough machinery financial techs or successful brick and mortar chains to choose from. The incredible strength here and you know what, i bet it continues. The rumble for dominance continues. Do either of these have the ability to step on the gas or can recent declines be a red flag ill put you in the drivers seat. 2017 marks the best year for stocks. What can 2018 hold i got to go off the charts. What can you buy now game plan for the oil. Stick with cramer. Stick with cramer. 3w4r5 stick the chase mobile app 3w4rchanged the game for us. We had this plan to go to the hottest place on earth, harness the energy from the sun to develop popcorn. We thought we had the right equipment, we quickly realized we needed more. We were able to send a Wire Transfer to a local vendor and get more Solar Cookers delivered, right here in death valley. Manage business expenses from virtually anywhere. The chase mobile app available with business checking. Chase for business. Make more of whats yours. Over the years, weve helped thousands of famili find senior care and todays Senior Living communities have never been better. 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Could big incumbents be losing share to newer players like caravana which just became public lets take a trip in the way back machine to early 2017, a very different time. Back then car max and auto nation got hammered. After years of strong auto shares some investors figured the used car market was being flooded with too much inventory. With too much supply and not enough demand prices go down. Dont forget this is when just about everybody was fretting about the possibility of a whole Automobile Industry peaking. Early march and my partner this morning reported that there was a major position against car max. If anything things were worse for auto nation. The Company Reported less than stellar quarters. The weakness was exactly what you expect from used cars. Company get really hurt by promotional activity. It was like come on down, cars for free. Well pay you to take a car. Those ads were insane like crazy eddie. Im old enough to remember that. In april and may saw we found out much of the year had to do with lenders pulling back on subprime auto loans. When car max reported, used cars sales up 8. 2 . Companies finding which had a lot of people worried. Took on the rise. Auto nation took a little longer to start rebounding. Even stocks started showing signs of life in august after the board approved 250 million buy back. The used car space turned around with Everything Else auto related after the two big hurricanes hit in late august and early september. Harvey and irma wiped out hundreds harvey wrecked half a million cars. That translated into hundreds of thousands of insurance checks. You think that the industry would have been sitting pretty by the time car max reported. Then something curious happened. The Company Posted results an

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