Perform as expected, will the market behave, will the economy do what its supposed to do. How do you minimize the risk of disappointment the dow gained, the nasdaq climbed. 05 let me tell you one trick i have learned in 40 years of investing for improving your odds. I like to rely on a brand, and more importantly on Proven Management when you end when you have a ceo who implicitly represents a pristine enterprise, you dramatically increase your chances of a successful investment, maybe a major score. Today we witnessed the best example in living memory of how things tend to shake out when you combine an amazing brand with a tremendous leader we saw what happens when you put your faith in the Walt Disney Company and its ceo, the always bankable, bob iger we learned their new streaming service, disney plus, the one that launched yesterday already has more than 10 million subscribers. And that sent the stock up soaring more than 7 all aboard. Ever since i first met bob iger when i was a lowly business commentator for Good Morning America some 23 years ago, i have recognized his leadership, creativity, and organization he was helpful to me when he took over disney in 2005 when the show began, i became a wholehearted supporter of the stock. Disney is one of the first recommend stocks on the show, one of the first i told you to buy and hold for your kids to learn how to teach to get them to understand the stock market over time, they were plenty of moments that challenged the faithful theres ann errant movie now an then, and the big one, decline in espn subscribers. Thats when you had to put your trust in igers leadership its when you had to say you know what, this is merely a bump in the road. Disney is such a fantastic brand that its worth buying into weakness, which is what we did incessantly which you can follow along or by joining the plus. Com club if you believed in disney, you have been amply rewarded i bet its got more upside, even in todays phenomenal run. Thats it. Im not calling for blind faith here that would be terrible terrible way to manage your money. You need the right mix of skepticism in belief, enthusiasm and caution. You should never be on autopilot because things go wrong. When iger told us he had to take bold action, that it was time to go toetotoe with the netflixs of the world i said now theres a chance to get a new group of people on the ground floor of the disney skyscraper. At the time, the skeptics werea way the streaming bundle could make up for espn subscriber losses they were too steep. Wait and see what the surface looked like but then it was probably worth owning, especially every time the stock traded down to the 100 and the 98 level i said bye bye bye, then iger laid it all out. You could get a huge library of content for 6. 99 a month. Stock from 116 to 130, and look all the way to 147 july before the skeptics once again took over and pulled the darn thing back to 128. While disneys stock was getting hammered, i was reading igers autobiographies, a book called the ride of a lifetime, and it made me realize that you absolutely had to own this stock going into disney plus you had to own it ahead of a launch great brand, hard charging ceo, i figured the new service was bound to be a hit. Yesterday morning, it finally laurch launched and most of the chatter revolved around the fact that the site kept going down, a high quality problem. It meant disney was seeing more traffic than they expected in an informal poll, people i associate with, i pegged the demand at maybe 5 million sign ups. Today we got the real number, its more than 10 million, double my prediction, and i was one of the biggest bulls out there. How did disney do it, when i checked in with iger today, he was ridiculously selfeffacing as usual, cited the company, product, incomparable brands as the reason they hit the number the sign ups speak volumes about the brand adding that its stunning, even the ceo was shocked by the performance when presto, he emphasized again and again, the power of disneys brand. Theres no doubt that their programming is a used part of the streaming success, right, thats whats driving the service and that success is extraordinary. As much as i admire igers humility, i dont want to lead you astray the disney plus bundle was never a gamble the real gamble would have been to keep doing the same thing, letting espn bleed off subscribers, hoping that one day his company would get the, i dont know, benefit of that. Maybe licensing some of the content, the library, better to try to make each quarter, no, its better to cut out the middleman, monetize directly second, only someone with the confidence of iger would have seen around the corner to get this done, when bam tech unveiled mlb. Com right here on the show i was blown away by the technology he talked to my dad every time ryan howard or chase utley hit a dinger for the phillies. Bob iger realized it could let him build an elegant streaming service to compete with the likes of ben affleck and amazon. Third, the only skepticism i had about disney plus was whether i need the service myself. Now that my kids are grown up, wrong. If anything, its adults doing most of the raving its just like when i used to go to the Magic Kingdom i have been there ten times by myself, and another five times with my kids pretty much every time they got a new ride one of the best times i ever had was when pop and mom took me and my sister to disney world when we were in our 20s its hysterical. Plenty of phenomenal ceos, miles white announced his retirement after 21 years running the business the second longest tenure for nonfounder in todays s p. During that time, this guy created 220 billion in shareholder value. Thats a total return of 575 , holy cow, miles white, gold standard, miles white repeatedly reinvented abbot over the years. And again, own it, dont trade it new all time high up nearly 70 for the year, not to mention, everything tim cook has done for the brand. This is bob igers day, a day where all of us who believed in igers leadership in disneys amazing brands made out like bandits. Not long ago, iger told me we are just Getting Started and i say its still not too late to join him on his ride of a lifetime lets go to jamie in massachusetts. Hey, jim, booyah. Booyah. Hey, my stock is mcdonalds. We missed quarter three estimates and had to part ways with the great ceo trading at 25 times earnings, is it still concerned over valued or is it good time to add. I think that the company with a 2. 5 yield and a good Balance Sheet and i have only emailed back and forth, i want him on the show very badly. Probably not the time yet but i would love him to come on. I think hes part of a good bench. I think he understood the technology that were worried about. He understands america hes going to do more around the world. Its a buy a senior growth stock. Its a buy ler lets go to steven in new york steven. Hi, jim, with the semantic Enterprise Software in its name, im now a holder of norton life lock. Right and nolk, i would like to know what your opinion is of it. Its real good. I think its an incredible franchise, the ceo is dynamite, one of the smartest people around in the valley, and i look forward to having them on out in mound view because they are doing such a great job that is a great consumer brand, a great brand. Lets go to william in connecticut. Hi, jim cramer, lets go back about seven years ago, 2012, i was watching your show like i do every night, and you were clicking some stocks and you mentioned kerodine, it was 7 in change, you recommended it highly, you said this stock is very low i like it to go up in the 20s maybe in time. So i ended up that day buying it for 7. 26. Today it was up 0. 48 to 65. 66. And now it pays a dividend, the first three or four years i had it, it didnt pay a dividend now it pays a dividend i didnt do a they think i bought it, i held it for seven years, and i got the dividends now, and i bought a pretty good amount what should i do, i never took anything its such a good company. It is so good. My discipline says that you have to ring the register why not do this. Why not take your crawl spaces out. Play with the house is money its a remarkable Management Company for a great industry for semiconductor stocks, semiconductor businesses i think its fantastic i have done it for ages and ages just take your crawl spaces out. Let the rest run its really good it pays to be skeptical. I believe the best way to minimize risk and maximize reward, thats the crucial part of investing is to rely on a brand and the person who stewards the brand on mad money tonight, shares and tech companies, after reporting a solid quarter last week, is this 30 move just the beginning, i have the exclusive with the ceo to find out. And pitting the most expensive Clothing Rack against one of the cheapest gyms, peloton very Planet Fitness, may the best growth plate win. And is there a bull market in the hospitality business, im finding out from the ceo with a very high yield, Hersha Hospitality. Dont miss a second of mad money, follow jim cramer on twitter. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc miss something, head to madmoney. Cnbc. Co make fitness routine with pure protein. High protein. Low sugar. Tastes great high protein. Low sugar. So good high protein. Low sugar. Mmmm, birthday cake pure protein bars. Try lemon cake. Pure protein bars. Robinwithout the commission fees. So, you can start investing today wherever you are even hanging with your dog. So, what are you waiting for . Download now and get your first stock on us. Robinhood. Have you ever worked with dr. Francis . Oh yeah, hes ok. Just ok . Guess who just got reinstated well, not officially. Nervous . Yeah. Yeah me too. Dont worry about it, well figure it out. Ill see ya in there just ok is not ok. At t has americas best network, now with our best plans, at our best prices, starting at 35 a line for 4 lines. New from at t. We need to talk about dexcom, for people with diabetes you know i love this device because it means diabetes dont need to constantly pick their fingers to test their blood sugar levels you had that rotation out of high flying growth stocks, and insulin pump maker to offer a kind of artificial pancreas. We like abbot labs, good company. I urge you to stick with dexcom, earning 65 cents per share, biggest beat of 2019 management raised their full year forecast dramatically, these results where the stocks are 27 , last wednesday, right in time for world diabetes day which is tomorrow. You normally only see this kind of action with a takeover bid. Could this have more room. Kevin, a better quarter as the Company Celebrates the 0th anniversary. They rang the bell at nasdaq this morning good to see you kev. How does a company do that much better than everybody expects . We solve a serious problem. As this year has gone by, every quarter weve had incredible growth, and it just continues and awareness of de and, com product continues. We have worked very hard to make it more accessible for patients, easier for them to get and all of these things are leading to just Significant Growth. There are things you told us that could happen that a lot of people said were not going to be able to happen type two diabetes. The shift to pharmacy. Both of these are being secular Growth Trends that i think maybe in their second quarter. I would tell you that the type two businesses is almost where it was when we first met its like its just barely starting the shift to the pharmacy and access is happening, we have coverage with many of the major payers right now, so patients can get a product ot tf the drugstore. We announced a product with walgreens, for medicare patients to get product at walgreens and we tied our clarity online data system to the walgreens portal so patients can, you know, those two things are together. Will cvs dothe same thing with their health hubs. Sure, they will cvs cant let walgreens be the only one with dexcom. Im glad you mentioned this i know you have a relationship with alphabet, which is a fine company. This is nightingale, the operation nightingale, forget they screwed up in the way it was. The truth is big data is a way for us to learn to lead our lives use ago dexcom. I believe so. Were seeing trends all over as we do type two programs, for example, to learn where you take the data from patients, and diagnose, are the drugs effective, how do we change activity, what recommendations do we make, what do we learn to eat. Snack at night. We discovered that may not be so good. Bad thing i know a lot of friends who i have unfortunately have diabetes and that is not something they knew. No, i know that. Thats all because of you guys you have also been able to build awareness. When you first were on, it was a niche Little Company i didnt know they were up against abbot labs, miles retired today, great man how did you get word out the word has happened a lot through our patient community. When we rang the bell today, we had a group of what we call dexcom warriors, patients who carry the message. Theres been a lot of the word to mouth, Digital Marketing perhaps have been successful the industry in general, when people have outcomes that are so different. I have had numerous people come up to me at shows, and say thank you and hold their hands up and at first i didnt know what they were talking about its because their fingers arent chafed anymore. Theyre not doing finger sticks and when you hear things like that and you see things like that, you know the message is getting out there. Well, i want you to walk through what the new one does because it does make the old way feel stone age we dont have one here, but its miraculous, the data you have. Tell people. I want them to know this thing isnt done. Its not close to then. Our Current System has several to the previous one. You dont have to calibrate anymore with the finger stick and by not calibrating with the finger stick, finger sticks hurt, you know, and they have hurt patients far long time. Its a much better outcome it lasts ten days. Its highly accurate patients say its connected to the phone. The data can be shared you know, we share our data, and you look at that and think thats a parent child thing. When we rang the bell this morning, i talked to a young woman in her 20s who told us a story about her mother overseas waking her up in the middle of the night because her blood glue cows h glucose was so low, and the data was being shared. When you can do that, like i said earlier, youre solving a serious problem. Numbers do matter you were making much more per dexcom, the margins exploded i would think that last time you were talking about being con van strained in product, maybe it would mean less. Were constrained on the production side, the Gross Margins were good. Operating profit is where we knocked it out of the park this quarter. What youre seeing is leverage in our business. We have invested heavily in r and d, and the percentage of revenues is high but as the revenues have grown, we kept the dollars a little closer and been more cognizant of the leverage, and so you see our sg and a expenses, a percentage of revenues coming down. The last question, we know abbot does have a competitive product coming out very soon, talked about when miles white handed the torch over to mr. Ford if youre watching, should you be saying, you know what, they are too small to take on abbot or should we be talking about expanding market, and maybe a superior product. We have been taking on abbot, and medtronic for a long time, and we have always had the superior technology and product. It is our mission and one of our core values to make sure our product is highly competitive. Well continue to take those guys on. This is a great market and theres room for all of us this isnt a zero sum game there are a number of patients whose lives need to be better particularly with what dexcom has to offer. Im going to congratulation you, and people who stuck with it theres these moments where people say, its done, its obvious its a huge bump for many years. A runway for a long time. Thank you so much to kevin say e the chair and president ceo of dexcom. Congratulations on 20 years. Lets get more awareness for world diabetes day weve got to do that thank you so much. Thanks cramer val, vern. Im off to college and im not gonna be around. Im worried about my parents retirement. Oh, dont worry. Voya helps them to and through retirement. Dealing with todays expenses. Like college. While helping plan, investand protect for the future. So theyll be okay. Without me . Um. And when we knock out this wall. Imagine the closet space. Yes oh hey, son. Yeah, i think theyll be fine. Voya. Helping you to and through retirement. But in my mind im still 25. Thats why i take osteo biflex, to keep me moving the way i was made to. It nourishes and strengthens my joints for the long term. Osteo biflex now in triple strength plus magnesium. Were always searching for best place with powerful longterm themes for mad money. Thanks to the rise of the selfie generation theres a ton of demand for anything that makes it easier to exercise. For years i have been telling you to harness this terrific theme with Planet Fitness, the rapidly growing chain of gyms with a laid back ethos and for years Planet Fitness put up stunning numbers ones that everyone cheered as a matter of fact, which you think about it, the stock is up 182 , since we first spoke to the ceo in august of 2017, but this past summer, summer of our discontent, Planet Fitness peaked, the stock got hit with its first major pull back in four years as a publicly traded company, plummeting more than 31 from peak to trough, while rebounded handily, since then, the shareholders, well, lets just say theres less conviction that its the right stock to own. Just as Planet Fitness was plummeting in late september, we got a new way to play the fitness space with the peloton ipo. Now, this is a company that makes connected exercise equipment. Think high end exercise cycles with screens where you can scream everything from fitness classes to entertainment this is a cinema verte at our house. You have to take down the bask and the other stuff so you can see the screen but things dry they dry well in this. This is kind of like a dryer within a dryer peloton was widely hailed as a real major disrupter in the industry who needs a gym when you can take a class from your comfort in your own home with peloton, and there was