Transcripts For CNBC Mad Money 20150213 : comparemela.com

Transcripts For CNBC Mad Money 20150213



the s&p 500 climbing and nasdaq advancing .75% to make another 15 year high. you know what i say? i say congratulations to everyone who made it thisser far. never the less, you know what market we are in we are in a what have you done for me lately kind of business. meaning after the president's holiday, we have to do consolidating. we don't want to go up too far too fast. we can not keep paying up for them unless we find out that the companies themselves are doing better. otherwise this market runs the risk of getting overvalued. it will get there if we rally endlessly on the same pieces of information and not new hire earnings estimates. the reason we have been willing to pay more for the same set of earnings is because the backdrop is better. specifically the employment backdrop in the united states and the news backdrop out of europe. we have been stymied by the ukraine/russia conflict and we may be on the verge of solutions to both and i believe that will happen. that means it will burst up, and followed by a decline t rally this last few weeks was anticipated. you -- the big money is made when you mick a educated risk. with that in mind next week we will be on the hunt for any verification of my theory that europe is turning coupled with other signs of of over valuation of individual stocks and guidance on whether oil is up 1 .57, has completed the downward phase and now whether we over shoot up to 70 which is the chatter i heard today. first up a company that used to fascinate me, goodyear i walked away from it because foreign can companies do not play fair. however, goodyear does a ton of business in europe. lee 33%, and we are trying to see the up tick in car registrations is for real. i think goodyear will give us you know sight in how europe is doing. how about the europe consumer. we learned the company had double digit gains in clothing lines and in including areas that they have not done well. by the way, columbia sports wear had a great rally. love that guy, fossil that does 32% of their business in europe i cannot tell the you how much these european tells are worth. because there's so many stocks that have been kept back by europe's weakness and these companies can tell you if the green shoots over and over are really happening or it's just that i'm too bullish. that's what i'm checking. my know thuzenthusiasm. we had martin marietta on last night. and we need more information on whether the building is springing back to life. how how about listening to waste management's call their territories have been held back by that lack of kind of construction activity. i think ceo dave steiner will tell us he has got the answers about whether there's a resurgence of construction we need i had, particularly in florida. i have an up side for you. i will give you one. that last week game plan has a lot of good ones. i think it will be actavis, act, yeah, i think before reports we have to pick them up. maybe even in options. it's a drug company that bought allegan, and brent saunders the ceo, will deliver another terrific quarter. i mentioned that we all want to know where oil is going. you remember, we had rich rindkinder on the show and he hit the bottom saying that oil was way too low. it was at $43 and never traded a dollar lower after kinder spoke. he has money in the bank as far as i'm concerned. the other company that i want to hear from on the oil price is eog. you know if we used to do have matt papol on all the time. it will give us an outlook and it will mean something. eog has the best acrege if it says is that oil is going lower, it will stop a oil rally in tracks. i want you to pay close attention to the cut backs in venture capitalists. drilling budgets are being slashed. the companies are hydrating their drilling and getting more oil out of the ground. a lot of people are fretting about the over valuation of the nasdaq. i got hit byabout it 6 or 7 times. it's closing in on the march 2000 highs. they should not worry, unlike last time around the companies that are making the index go higher are companies that trade below a market multiple. apple, intel and of course cisco. i bet people that will bring up the over value asia argument on thursday when priceline reports. one of the most overvalued stocks during the heady days way back went. here is a company that many thought would be hurt on a slow tlar, it was just a few weeks ago when we were worried about that. that is not the story we heard from tripadviser earlier in the week. we hear good things in priceline too. if they put out a release after the close of the market that says they are cautious and gives an out look in the release that freaks people out. that is when you want to buy would some. they almost always take the door out look back. be a wear of the gap down and then the chance. autozone does the same thing. walmart, the largest retailer on earth reports and it's naturally going to do better. i like the new management at walmart. i think they are good. i am more interested in hearing the commentary about the consumer, because the new guy is being very cautious in trying to get the place right for the longer term. if you want to buy a retailer, nordstrom reports on thursday and i think it will be excellent. finally on friday we get to take the temperature of not one, but two industries. i think deere will throw cold water on it but the stock will be bought anyway why? because the market is giving you the feel that anything with heavy equipment including caterpillar and united rentals wants to go higher. uri is possibly a good stock to on buy. capital gas looks like natural gas can't lift even with the cold winter. and that is dreadful for this low cost producer. we learn this week when we spoke to tom ferrell, that there may not be finance forgive any more natural gas export terminals other than for his and the one being built by shaneer energy. without more export facilities you can about bet the nat gas clog will last longer than people think. not great. here is the bottom line. as earning seasons runs the course, he we will try to figure out how past europe is turning. while over value wagz is he can press -- is expressed by the naz dag and we need to know more about the u.s. economy and approximateoil, and i bet we get the information next week on the earnings reports. let's go to eleanor. kaul >> caller: my question is on 1-800-flowers, it has gone up 36% in the last two weeks. and it seems a bit overvalued for me what do you think of the stock? >> this is just a great-- this is a coincidence, i think it will come back. it's one of the things where ahead of very well tan tines day it spikes wait a couple days but i think it's going to be okay. arnold in california arnold? >> caller: jim, i enjoy your show every day. here is any question. i bought palo alto early in june of 2014 at 77. late in october, you recommended selling it and i did at the 103, a 34% gain. not bad. today the stock is at 135, a 31% gain. did you overlook something in october? >> remember i put the sale on at 112, and why did it go back up? because there's -- there have been so many cyber hacks. but remember what i said then of was i like fire eye and cyber arc and i do think that -- i do think palo alto is good. but i appreciate it sorry i told you to sell is. the but the ones i said roll in to have been smoking hot. bob in new york bob? >> caller: hey, big long island booyah too you jim, i purchased groupon and should i keep it? >> it was an interesting conference call. business is better but they were tepid on the guidance. i think you are okay. i think you are okay. larry? >> caller: deep and lasting happiness and fulfillment on your up coming marriage. >> oh, wow, thank you very much. >> caller: somebody is listening to squawk on the street. look, have a good birthday weekend too. nobody deserves happiness more. >> it was my daughter's that is matters. >> caller: with brett starting out this morning at 61 and west tech lagging at 52 and i wonder about the reason for that spread. i thought it time to start focusing my energies so to speak. >> okay. >> caller: i'm coming up on 60 as well. i'm holding a bit of exxon mobile cqp and eog and a little more of rdsa and kmi, because they are charitable trusts. >> right. >> caller: which ones do you dump and which ones do you keep? >> i think royal dutch has been held back because the -- royal dutch is a quandary to me. i think i like them best of all the ones you mentioned. eog reports next week it will be very telling. jack moore who is now running the charitable trust, he and i both like eog, you have a lot of good ideas, thank you for the birthday wishes and the marriage wishes for that matter. we have done it, we set sorts of records. careful, you do not want to go up too far too fast without more information. "mad money" hailing the king of consumer packaged goods. who is it? one clear winner. i will reveal whos it is and why it's cream of the competition and the biggest players in the pantry are losing shelf space. i will call out the biggest losers in food and ebola may be off the front pages but the outbreak outbreak threat is far from over. stick with cramer. when the moment's spontaneous, why pause to take a pill? or stop to find a bathroom? cialis for daily use is approved to treat both erectile dysfunction and the urinary symptoms of bph, like needing to go frequently, day or night. tell your doctor about all your medical conditions and medicines, and ask if your heart is healthy enough for sex. do not take cialis if you take nitrates for chest pain as it may cause an unsafe drop in blood pressure. do not drink alcohol in excess. side effects may include headache, upset stomach, delayed backache or muscle ache. to avoid long-term injury, get medical help right away for an erection lasting more than four hours. if you have any sudden decrease or loss in hearing or vision or any symptoms of an allergic reaction stop taking cialis and get medical help right away. ask your doctor about cialis for daily use and a free 30-tablet trial. at ally bank no branches equals great rates. it's a fact. kind of like shopping hungry equals overshopping. >> how that we made it through the bulk of earnings season. it's time to circle back and see which companies manage to overcome the weakness. who was able to report a winning quarter. take the consumer packaged groups. historically they are the most consistent companies out there. but this quarter, the packaged goods stock were anything but consistent. procter, the giant and the space disappointed aboutly skpimpt got hammered and coal gate that delivered a solid quarter delivered weaker numbers than it could have. the reason in simple these international packaged goods company was slammed by currentsy currency woes think bit like this if you are selling lots of toothpaste for euros, and you try to exchange that for dollars, you have less per share. one company, just one company managed to triumph over the group's woes and it a company that for ages has been one of the most hated players in the group by the analysts. not by my because it had anemic growth. i'm talking about clorox that is right, it's the anointed winner for the consumer products base and perhaps for quarters to come because of the things it has done. unlike it's opponents, the makers of clorox bleach that kills everything and water filters, and more managed to report a great quarter that beat the competition on every metric you care to name. best volume growth best pricing, best margin improvement. even as it's probably the least favored of the players. there's always a lot of sells on this stock. that has done you well. how were they able to beat the stuffing out of the numbers when other can competitors are struggling in part of the answer is simple they have what they call domestic security. in a time when the rest of the world is on headachy footing and the strong dollar is hammering many american companies that do business overseas clorox has been a go-to name because it gets 79% of sales from north america. compare it to the rest of the companies, colgate, 18.5% has u.s. exposer. the strong dollar is not a problem for unilever. how important is clorox's huge domestic exposer. for mostly domestic clorox it was not an issue. you may say it's all luck. and it's better to be lucky than good. the fact is what is best is to be both lucky and good at the same time. one major reason that clorox does not have to worry about currency, because they shattered the business in venezuela, a economy that is in free fall. he did not feel they needed to be there. they took a hit to get out of venezuela, it was of worth every penny colgate had to that take a remeasurement charge from venezuela last year. by getting out, they made it possible for them to talk about the company's innovations in direction rather than the money they were losing in south america like all the other companies were. a lot of companies were saying they lost money in venezuela a. it's not just that they are a dmeft domestic company that made the smart decision to get out of venezuela. clorox results were terrific. after four straight quarters of low to nonexistent growth they accelerated. it took analysts by surprise. the company's growth came in at 5.7%. that shocked me. that was thanks in part to a increase in pricing and meanwhile their margin increased by ten basis points to 42.5% n a quarter when the competitors saw the margin shrink there's went better. remember petroleum is a huge cost for the companies. it is used to make all things plastics to packaging and to fuel the trucks to transport the merchandise to the stores. that explains how they managed to post a earnings increase. the best continued strength raised its full year guidance when all the others lowered it. okay what's the problem? it's not cheap. even though it's 2. % yield now trades against next year's earnings and it did have a magnificent run from $72 to $109 today the. it's a solid company and the stock is worth buying the next time we get a nasty sell off that takes down the goods groups. particularly when it's based out of europe. clorox is number one in niche categories and they have continued to take share in their core laundry business, burt's bees and water filter. brita has become a battleground. just in the united states the company took an entire oint of market share against all of the categories. that is amazing. across all of it. you know it had strength in glad bags and professional cleaning products. a big surge in the bullish scare. it kills everything. and the whole burt's bees in the line of personal care lines did well. they have built partnerships that are helping the company to appeal to the hispanic demographic. the bottom line clorox was the clear winner in the packaged goods segment. it will keep on winning because it's got relatively small international exposer that is saving it from the risk the other competitors are exposed to. they have done a great job of taking market share, as the analysts have been slow to embrace it or fought it at every step of the way up. clorox ain't cheap, and the best never are. if you want to own a packaged goods stock, maybe this is the one you buy in to weakness. more ahead. the companies locked in a brutal battle for a place in your pantry. i will let you know the winners and novavax is up 50% this year. on a potential ebola vaccine break through and paper menus are 2014 i will talk to a company that is digitizing your dining experience and i like it. stick with cramer. 4 anything? no. you? no. aflac! what are you guys looking for? claims! legend has it these hills are full of 'em. it can take months for an insurance claim to surface. claimin' takes patience. aflac paid my claim in one day. they got some new-fangled kinda one day payin' machine? hehehehe yea, i got aflac at work. aflac... in just one day, we approve and pay. one day pay, only from aflac. aflac... ♪ ♪ >> okay this morning, i passed a billboard, whole foods. said loads about what is happening in the food industry. i cannot recall a time that what is happening is more obvious, than what a whole industry could be so obtuse, i am talking about the organic industry in food. on the one hand the greatest natural and organic company is trying to lure you in to the store with tilapia and judging by the whole foods industry it's working. judging on the short falls from the old line package food companies. one after another after another, there has to be an acceptance that whatever they are doing is not working. their brand managers can stamp new and improved on every can, they can come up with intriguing tweaks with the product lineup. but in the end, the dogs won't eat it. and that's all that matters. go look at the tired products for them feel bad for them. they are like ourparent's pantries. i'm conscious that every one of the companies understands they have to be more natural and organic. what they do not understand is there brands are tied to the old days and will create the growth. these stocks are fixed income vehicles and if that is satisfying to them, i get it. they can keep cutting costs and buying back shares and eek out dividend boosts. hoping that interest rates stay low and all the time they are run engine place. run engine place has been their game plan for years now. i like growth and it's no secret that the best secret is way behind them. the only part of the three companies that is a keeper is the bolt house farms. they make fresh protein drinks and sal addressings, the latter is all that i buy, when you go to the campbells website, you do not see anything about bol house. if you put it in your search bar, they will say, that there's no results. are they afraid that they will realize that it's owned and affiliated with campbells and we will not buy their merchandise. at least general merchandise is willing to list their annie's on their website. and again, the old dog companies want to tell you that their stuff is not a as bad as it could be. marie cal endar, we are not as bad as you think. that sounds defensive. i don't know if you think so, i do. compare the big boys to white wave the two great growth companies. they grow double digits and heat the unmet needs of parents that want to feed their kids good tasting and good for you. at one time you could have bought them. anyone, kraft, they all could have bought them. con da conagra, and it would kill the old dog's precious spending discipline, the only answer for the companies is to buy one of the to companies and play reinvent themselves on the fly. otherwise, it will be one quarter after another of disappointment. mix they low balled the guidance. let me give you the bottom line. are they smug? are they satisfied? are they clueless or desperate? might be a bit of all four? you know what they are? one word irrelevant. rocksy in pennsylvania rocky? >> caller: hey, jim, happy belated birthday to you. >> thank you very much, what is going on? >> caller: well, what do you feel the long-term is now for krogers since morning staff does not seem to give it more than a one-star rating? >> that says more about morning star than them. it's sensational. i happen to be in a kroger this weekend. i center on tell you that place rocks. i would not bet against kroger, even as it wow at 72, there's a recipe in the food business. these three giants have become irrelevant, more "mad money" ahead, including the stock behind the ebola vaccine, i will talk to the ceo about the trial. and our waiters going to be a thing of the pa past? let's go off the tape with the company that is arming restaurants with technology that could change the game. and the freaky friday edition of the lightning round. stick with cramer! ♪ ♪ ♪ first impressions are important. you've got to make every second count. banking designed for the way you live your life. so you can welcome your family home... for the first time. chase. so you can. [ male announcer ] at northrop grumman, we've always been at the forefront of advanced electronics. providing technology to get more detail... ♪ ♪ detect hidden threats... ♪ ♪ see the whole picture... ♪ ♪ process critical information and put it in the hands of our defenders. reaching constantly evolving threats before they reach us. that's the value of performance. northrop grumman. even though the ebola virus is out of the headlines here in the united states, disease is waging in south africa and only takes one person to get on a plane to spread it. and that brings me to novav a ax, that announced a phase one clinical trial for the break through ebola vaccine. they have a proprietary technology platform that allows them to produce varieties of the flu vaccine. in short, the stock is flying. we have to ask, can it keep roaring? let's check in with the ceo and check out where his company is headed. welcome back to "mad money." good to see you. thank you. have a seat. >> thank you very much. >> there are a bunch vaccines that are being talked about. yours is different because of the 100% efficiency that of we have seen. >> it's different for the three or four important reasons if i could. >> sure. >> it's j and j, and all stepped up to the plate a year ago found projects that were going for years and some decades, in early stage ebola vaccines and brought them forward in to the clinic to their credit. i think we have a technology that can bring it to the next stage. what you need for a vaccine like this is what our platform does it allows us to make a vaccine that you can make large quantities of millions doses a month. that is deliverable at refri gempt gerated temperatures. we have demonstrated in animals and we expect to do it in humans. >> the trial is it will confuse people. i did work on it. you explain. the trials in australia? >> right. >> now, who would want to be in the trial? >> it's a great question. so n all vaccine research, in fa fact in all drug reefrpsearch, when you test your product, you test it in healthy adults. we are showing that it stimulates a potent immune response and it's safe. people have the misconception that we are -- we are injecting infectious material and we are not. it's the modern technology that allows us to take a protein on the surface of the virus, and we have given you that protein and your body sees that and stimulates anti-bodies against that protein and that is what it uses to protect itself. >> why would the various nongovernment organizations involved want to go forward and have the glaxo vaccine, which starts, i think next week. >> yes. >> and not yours? i mean why not -- i mean f yours has great efficiency why not throw it all at it. why are we doing it just in aus australia and not in a place where we could give it a shot. >> my expectation is we will. >> you will. that is what i figured. >> so you have to look at the time sequence here. these gsk and american j and j started about a year ago bringing this to the point where they can make material that is suitable to go in to humans. and we started our project in september. and so our technology allows us to get from the genetic sequence in to humans in a matter of 3 or 4 months. so what everyone wanted -- so if you recall back in august and september. there were thousands of people being infected every month. >> right. >> and with 40 or 50% mortality, and so it was get whatever you can get in to humans as quickly as possible and so so that's what has been done . so we have come along and developed a, call it a second generation version of this. and we will be very close behind them. i think. >> now, last time we spoke, in terms of something that could be more commercial. we were that talking about the flu vaccines the withins that you'res morphed to get the new. whatever the current one did not v who have, how is that going? >> you mentioned the flu virus, the -- so what allows us to do what we did with ebola is what we did with the flu strain. a new flu strain circulated in china a year and a half ago, we took the genetic sequence and that particular virus strain had 50% mortality and took that strain and got it in humans in 91 days. we can make vaccines against recipe viruses that have been around forever. >> next flu season will we be using novavax vaccines? >> next season we will be in our clinical trials. >> sclen,excellent, there's people that want to be in those trials. this is the president and ceo, i think you have to follow this one. it's exciting. "mad money" back after the break. we needed 30 new hires for our call center. i'm spending too much time hiring and not enough time in my kitchen. [ female announcer ] need to hire fast? go to ziprecruiter.com and post your job to over 30 of the web's leading job boards with a single click; then simply select the best candidates from one easy to review list. you put up one post and the next day you have all these candidates. makes my job a lot easier. [ female announcer ] over 100,000 businesses have already used zip recruiter and now you can use zip recruiter for free at a special site for tv viewers; go to ziprecruiter.com/offer2. it is time it's time for the lightning round. and then the lightning round is over. time for the lightning round. al in california, al? >> caller: yes hi jim, thank you for what you do for all of us. >> of course, man, of course. >> caller: and belated happy birthday to you. >> thank you very much. >> caller: big fan of the show. i hope you go on forever. >> thank you. >> caller: spectre energies. >> i like it you will not make a lot of money in the game but it is one of the he better ones. chris in alabama. >> caller: booyah my tock is -- >> edx, i love it going to give them the growth they need it's past being one of myself favorites. come on get rich carefully. sammy in louisiana, sammy. >> caller: well you are still the greatest. >> thank you very much. >> caller: and i want to let you know, you got a birthday card that came and how is popeye's kitchen? >> 61, going to 70 they are doing terrific. what a great quarter. what a great stock. how about going to vanessa in oklahoma. >> caller: booyah jim, i'm new at trading and reading your book and following you on twitter and look forward to your show every day. >> the twitter guys are coming to get me. >> caller: i want to get your eyes on one. spark -- >> i don't know it. wow, i don't know. once. i don't know the name. we are going to have -- i'm going to do home work. i will do home work. let's go to sal, my home state of pennsylvania sal. >> caller: booyah, cramerer. if there's one thing i like more than drinking sam adams is the stock. what are your thoughts on boston beer. >> the stock is good, here is the problem, i happen to be a huge fan of constellation brands. i will not fall back on that one and that is the conclusion of the lightning round. >> >> caller: yes jim, happy birthday. >> thank you. >> caller: i thought you were 66 though. no i'm a young looking 66. come on. >> happy birthday jim, it's great to be with you. >> thank you. >> i have to say happy birthday. >> thank you, thank you very much. robert. thank you. >> oh, you have to be kidding me? oh, my gosh! well, thank you. [ applause ] >> however, if you are rooting -- [ sneezes ] thank you. i may have to sneeze again. sometimes you do three. [ sneezes three times ] >> hey, ken, feeling lucky? all right, believe it or not. >> whoa! oh! >> darn. >> i'm talking of course about hasbro, and matel. about time. the last time i compared the two titans, you know what i did? i was younger than. i dressed up in a hasmat suit. they have stuff you want to play with. now, in the old days matel's models made some -- made some sense. as my little pony has it about become a carnivor here is matel, right? that is a whiff. look out camera man close your eyes. wow! >> well i have a feeling that a friday show may see that again. don't you have a feeling? ♪ ♪ ♪ tigers, both of you. tigers? don't be modest. i see how you've been investing. setting long term goals. diversifying. dip! you got our attention. we did? of course. you're type e* well, i have been researching retirement strategies. well that's what type e*s do. welcome home. taking control of your retirement? e*trade gives you the tools and resources to get it right. are you type e*? >> the restaurants are finally going inging inging digital. earlier this week yelp acquired e-24. an online take out and delivery service. if you want to get to the cutting edge of the way that technology is changing the dining experience. we need to go off the tape with zmp ios, it's a privately held company that provides the restaurants with table top order ordering tablet. this could be a huge leap forward for efficiency, more important, if you are a parent the ziosk tablets keep your kids occupied and well behaved when they go to dinner. they already have a deal that put the tablets in every chili's location and they announced a deal with red robin restaurants. it's a private company let's take a look at with austin mulander, he is the president and ceo of ziosk. welcome to "mad money." how are you? >> doing good thank you. >> congratulations on the red robin move. what are they getting? >> they want to give the guest control and entertainment and they get to know the guest better if they serve them better, they will come back more often. >> and you rent them the device? >> we have a subscription fee and the restaurant commits to put them on all tables for a number of years and it ends up costing them nothing or less than free, we like to say, because the new revenue streams we bring and the entertainment stream, we share it with the restaurant and that more than covers the subscription fee. >> you were able to give them a return almost instant? >> instant. >> demonstrate what they have more than just convenience. >> what we have here this is on the table, it's free floating t guests can move it where they like. it's designed for the restaurant business so it is knocked on the floor or got a drink spilled on it. it's resilient. you can pay at the table and you do not have to have the card leave your hand. >> i know, people forget or the server forgets and it eliminates that. >> you can make the secure payment, now, one of the screens we are showing here is an entertainment screen. so, whether it's for the adults or the i had cans. we have a kind of all you can can eat process where you pay for this it depends on the concept, some is 99 cents and the kids love it. so very high percentage of tables with kids on them will play. we have games on for adults too. trivia and so forth. >> they said it builds, they know more about you. well what do they know about you after you sat there. >> the biggest thing is when you go to the pimt process, at the payment process, a very high percentage of the tables will use it to pay. once you have paid much we have a nice tip counter. it worked well for the guests. >> a tip count snr. >> it's a calculator? >> i want to pay 20% and my bill is $28. >> right, and the guest doesn't feel like they are pushed in to 20% or whatever. >> right. >> so they get the counter and let's say, you are jim cramer so you are giving at least 25%, right? and you tip this amount and do you the signature. >> that's so easy. >> you accept it and you have a choice, you take no receipt, you can e-mail it or print it. if we print it there it goes. now here comes the magic, where this moment so we continue, and along comes the survey. >> right. >> which few people fill out. >> in preziosk it's hard to feedback, because they have to log o when you have this situation, 70% fill it in. >> 7-0. >> 70. this transforms the information for the restaurant. it gives you real real-time feedback from the guest. >> okay so let me ask you an obvious question. why wouldn't anyone take ziosk? what has been the objection? >> lack of imagination, no. here is the big thing. >> i like that. >> so as a restaurant owner, when we brought this model, it says, hey, this can pay for itself through entertainment. a lot of the restaurants work on same tore sales year over year when i came in a couple of years ago, or we came in the, team the last month we did a recovery of the rate. and they said, come back in a couple of years. now we have that. and they have an impact on table turns and guest satisfaction and impact on check and frankly, you will know, what do you want more? the guest coming back. >> all i care is repeat. once they are in and they like it. it's easier than getting a defy-- easier than getting a guy that we have not had in. >> that's the kind of piece of business that i want to own. thank you, as a restaurant owner, mine is too small. but this is what they want. it's what the customer wants. stick with cramer. attention investors! vectorvest mobile is here and it's free! make faster, smarter better trading decisions with vectorvest mobile. the most powerful app or managing your portfolio from the palm of your hand. only vectorvest mobile analyzes ranks and graphs... ...over 16,000 stocks worldwide, everyday,... ...and gives you clear buy, sell, hold recommendations... ...on every stock; anytime, anywhere. vectorvest mobile comes free with your vectorvest trial. get it now! visit vectorvest.com/mobile to get started i promise there's a bull market and i always try to find it i'm jim cramer and i will see you next time. >> tonight on "the car chasers"... i've got a shot at a classic corvette worthy of its whole transformation... >> i don't think there's anything that would keep you from buying this car. >> money. ...if i can work a deal with the savvy seller. how about 13 grand? this is kind of like ping pong. >> it's my ball, it's my game. >> meg and i take a trip to a jurassic-size car museum. >> how many cars are here? >> 550. >> but when it comes down to business, i'm not sure if this owner's anymore more than a billionaire tour guide. >> we've digressed from neiman marcus to kmart. [ laughs ] >> i'm jeff allen, and i buy fix, and flip cars. along with meg, my partner in crime, and eric, our mad scientist, we're flat 12 gallery. my main competition is still my dad, the toughest negotiator

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Transcripts For CNBC Mad Money 20150213 : Comparemela.com

Transcripts For CNBC Mad Money 20150213

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the s&p 500 climbing and nasdaq advancing .75% to make another 15 year high. you know what i say? i say congratulations to everyone who made it thisser far. never the less, you know what market we are in we are in a what have you done for me lately kind of business. meaning after the president's holiday, we have to do consolidating. we don't want to go up too far too fast. we can not keep paying up for them unless we find out that the companies themselves are doing better. otherwise this market runs the risk of getting overvalued. it will get there if we rally endlessly on the same pieces of information and not new hire earnings estimates. the reason we have been willing to pay more for the same set of earnings is because the backdrop is better. specifically the employment backdrop in the united states and the news backdrop out of europe. we have been stymied by the ukraine/russia conflict and we may be on the verge of solutions to both and i believe that will happen. that means it will burst up, and followed by a decline t rally this last few weeks was anticipated. you -- the big money is made when you mick a educated risk. with that in mind next week we will be on the hunt for any verification of my theory that europe is turning coupled with other signs of of over valuation of individual stocks and guidance on whether oil is up 1 .57, has completed the downward phase and now whether we over shoot up to 70 which is the chatter i heard today. first up a company that used to fascinate me, goodyear i walked away from it because foreign can companies do not play fair. however, goodyear does a ton of business in europe. lee 33%, and we are trying to see the up tick in car registrations is for real. i think goodyear will give us you know sight in how europe is doing. how about the europe consumer. we learned the company had double digit gains in clothing lines and in including areas that they have not done well. by the way, columbia sports wear had a great rally. love that guy, fossil that does 32% of their business in europe i cannot tell the you how much these european tells are worth. because there's so many stocks that have been kept back by europe's weakness and these companies can tell you if the green shoots over and over are really happening or it's just that i'm too bullish. that's what i'm checking. my know thuzenthusiasm. we had martin marietta on last night. and we need more information on whether the building is springing back to life. how how about listening to waste management's call their territories have been held back by that lack of kind of construction activity. i think ceo dave steiner will tell us he has got the answers about whether there's a resurgence of construction we need i had, particularly in florida. i have an up side for you. i will give you one. that last week game plan has a lot of good ones. i think it will be actavis, act, yeah, i think before reports we have to pick them up. maybe even in options. it's a drug company that bought allegan, and brent saunders the ceo, will deliver another terrific quarter. i mentioned that we all want to know where oil is going. you remember, we had rich rindkinder on the show and he hit the bottom saying that oil was way too low. it was at $43 and never traded a dollar lower after kinder spoke. he has money in the bank as far as i'm concerned. the other company that i want to hear from on the oil price is eog. you know if we used to do have matt papol on all the time. it will give us an outlook and it will mean something. eog has the best acrege if it says is that oil is going lower, it will stop a oil rally in tracks. i want you to pay close attention to the cut backs in venture capitalists. drilling budgets are being slashed. the companies are hydrating their drilling and getting more oil out of the ground. a lot of people are fretting about the over valuation of the nasdaq. i got hit byabout it 6 or 7 times. it's closing in on the march 2000 highs. they should not worry, unlike last time around the companies that are making the index go higher are companies that trade below a market multiple. apple, intel and of course cisco. i bet people that will bring up the over value asia argument on thursday when priceline reports. one of the most overvalued stocks during the heady days way back went. here is a company that many thought would be hurt on a slow tlar, it was just a few weeks ago when we were worried about that. that is not the story we heard from tripadviser earlier in the week. we hear good things in priceline too. if they put out a release after the close of the market that says they are cautious and gives an out look in the release that freaks people out. that is when you want to buy would some. they almost always take the door out look back. be a wear of the gap down and then the chance. autozone does the same thing. walmart, the largest retailer on earth reports and it's naturally going to do better. i like the new management at walmart. i think they are good. i am more interested in hearing the commentary about the consumer, because the new guy is being very cautious in trying to get the place right for the longer term. if you want to buy a retailer, nordstrom reports on thursday and i think it will be excellent. finally on friday we get to take the temperature of not one, but two industries. i think deere will throw cold water on it but the stock will be bought anyway why? because the market is giving you the feel that anything with heavy equipment including caterpillar and united rentals wants to go higher. uri is possibly a good stock to on buy. capital gas looks like natural gas can't lift even with the cold winter. and that is dreadful for this low cost producer. we learn this week when we spoke to tom ferrell, that there may not be finance forgive any more natural gas export terminals other than for his and the one being built by shaneer energy. without more export facilities you can about bet the nat gas clog will last longer than people think. not great. here is the bottom line. as earning seasons runs the course, he we will try to figure out how past europe is turning. while over value wagz is he can press -- is expressed by the naz dag and we need to know more about the u.s. economy and approximateoil, and i bet we get the information next week on the earnings reports. let's go to eleanor. kaul >> caller: my question is on 1-800-flowers, it has gone up 36% in the last two weeks. and it seems a bit overvalued for me what do you think of the stock? >> this is just a great-- this is a coincidence, i think it will come back. it's one of the things where ahead of very well tan tines day it spikes wait a couple days but i think it's going to be okay. arnold in california arnold? >> caller: jim, i enjoy your show every day. here is any question. i bought palo alto early in june of 2014 at 77. late in october, you recommended selling it and i did at the 103, a 34% gain. not bad. today the stock is at 135, a 31% gain. did you overlook something in october? >> remember i put the sale on at 112, and why did it go back up? because there's -- there have been so many cyber hacks. but remember what i said then of was i like fire eye and cyber arc and i do think that -- i do think palo alto is good. but i appreciate it sorry i told you to sell is. the but the ones i said roll in to have been smoking hot. bob in new york bob? >> caller: hey, big long island booyah too you jim, i purchased groupon and should i keep it? >> it was an interesting conference call. business is better but they were tepid on the guidance. i think you are okay. i think you are okay. larry? >> caller: deep and lasting happiness and fulfillment on your up coming marriage. >> oh, wow, thank you very much. >> caller: somebody is listening to squawk on the street. look, have a good birthday weekend too. nobody deserves happiness more. >> it was my daughter's that is matters. >> caller: with brett starting out this morning at 61 and west tech lagging at 52 and i wonder about the reason for that spread. i thought it time to start focusing my energies so to speak. >> okay. >> caller: i'm coming up on 60 as well. i'm holding a bit of exxon mobile cqp and eog and a little more of rdsa and kmi, because they are charitable trusts. >> right. >> caller: which ones do you dump and which ones do you keep? >> i think royal dutch has been held back because the -- royal dutch is a quandary to me. i think i like them best of all the ones you mentioned. eog reports next week it will be very telling. jack moore who is now running the charitable trust, he and i both like eog, you have a lot of good ideas, thank you for the birthday wishes and the marriage wishes for that matter. we have done it, we set sorts of records. careful, you do not want to go up too far too fast without more information. "mad money" hailing the king of consumer packaged goods. who is it? one clear winner. i will reveal whos it is and why it's cream of the competition and the biggest players in the pantry are losing shelf space. i will call out the biggest losers in food and ebola may be off the front pages but the outbreak outbreak threat is far from over. stick with cramer. when the moment's spontaneous, why pause to take a pill? or stop to find a bathroom? cialis for daily use is approved to treat both erectile dysfunction and the urinary symptoms of bph, like needing to go frequently, day or night. tell your doctor about all your medical conditions and medicines, and ask if your heart is healthy enough for sex. do not take cialis if you take nitrates for chest pain as it may cause an unsafe drop in blood pressure. do not drink alcohol in excess. side effects may include headache, upset stomach, delayed backache or muscle ache. to avoid long-term injury, get medical help right away for an erection lasting more than four hours. if you have any sudden decrease or loss in hearing or vision or any symptoms of an allergic reaction stop taking cialis and get medical help right away. ask your doctor about cialis for daily use and a free 30-tablet trial. at ally bank no branches equals great rates. it's a fact. kind of like shopping hungry equals overshopping. >> how that we made it through the bulk of earnings season. it's time to circle back and see which companies manage to overcome the weakness. who was able to report a winning quarter. take the consumer packaged groups. historically they are the most consistent companies out there. but this quarter, the packaged goods stock were anything but consistent. procter, the giant and the space disappointed aboutly skpimpt got hammered and coal gate that delivered a solid quarter delivered weaker numbers than it could have. the reason in simple these international packaged goods company was slammed by currentsy currency woes think bit like this if you are selling lots of toothpaste for euros, and you try to exchange that for dollars, you have less per share. one company, just one company managed to triumph over the group's woes and it a company that for ages has been one of the most hated players in the group by the analysts. not by my because it had anemic growth. i'm talking about clorox that is right, it's the anointed winner for the consumer products base and perhaps for quarters to come because of the things it has done. unlike it's opponents, the makers of clorox bleach that kills everything and water filters, and more managed to report a great quarter that beat the competition on every metric you care to name. best volume growth best pricing, best margin improvement. even as it's probably the least favored of the players. there's always a lot of sells on this stock. that has done you well. how were they able to beat the stuffing out of the numbers when other can competitors are struggling in part of the answer is simple they have what they call domestic security. in a time when the rest of the world is on headachy footing and the strong dollar is hammering many american companies that do business overseas clorox has been a go-to name because it gets 79% of sales from north america. compare it to the rest of the companies, colgate, 18.5% has u.s. exposer. the strong dollar is not a problem for unilever. how important is clorox's huge domestic exposer. for mostly domestic clorox it was not an issue. you may say it's all luck. and it's better to be lucky than good. the fact is what is best is to be both lucky and good at the same time. one major reason that clorox does not have to worry about currency, because they shattered the business in venezuela, a economy that is in free fall. he did not feel they needed to be there. they took a hit to get out of venezuela, it was of worth every penny colgate had to that take a remeasurement charge from venezuela last year. by getting out, they made it possible for them to talk about the company's innovations in direction rather than the money they were losing in south america like all the other companies were. a lot of companies were saying they lost money in venezuela a. it's not just that they are a dmeft domestic company that made the smart decision to get out of venezuela. clorox results were terrific. after four straight quarters of low to nonexistent growth they accelerated. it took analysts by surprise. the company's growth came in at 5.7%. that shocked me. that was thanks in part to a increase in pricing and meanwhile their margin increased by ten basis points to 42.5% n a quarter when the competitors saw the margin shrink there's went better. remember petroleum is a huge cost for the companies. it is used to make all things plastics to packaging and to fuel the trucks to transport the merchandise to the stores. that explains how they managed to post a earnings increase. the best continued strength raised its full year guidance when all the others lowered it. okay what's the problem? it's not cheap. even though it's 2. % yield now trades against next year's earnings and it did have a magnificent run from $72 to $109 today the. it's a solid company and the stock is worth buying the next time we get a nasty sell off that takes down the goods groups. particularly when it's based out of europe. clorox is number one in niche categories and they have continued to take share in their core laundry business, burt's bees and water filter. brita has become a battleground. just in the united states the company took an entire oint of market share against all of the categories. that is amazing. across all of it. you know it had strength in glad bags and professional cleaning products. a big surge in the bullish scare. it kills everything. and the whole burt's bees in the line of personal care lines did well. they have built partnerships that are helping the company to appeal to the hispanic demographic. the bottom line clorox was the clear winner in the packaged goods segment. it will keep on winning because it's got relatively small international exposer that is saving it from the risk the other competitors are exposed to. they have done a great job of taking market share, as the analysts have been slow to embrace it or fought it at every step of the way up. clorox ain't cheap, and the best never are. if you want to own a packaged goods stock, maybe this is the one you buy in to weakness. more ahead. the companies locked in a brutal battle for a place in your pantry. i will let you know the winners and novavax is up 50% this year. on a potential ebola vaccine break through and paper menus are 2014 i will talk to a company that is digitizing your dining experience and i like it. stick with cramer. 4 anything? no. you? no. aflac! what are you guys looking for? claims! legend has it these hills are full of 'em. it can take months for an insurance claim to surface. claimin' takes patience. aflac paid my claim in one day. they got some new-fangled kinda one day payin' machine? hehehehe yea, i got aflac at work. aflac... in just one day, we approve and pay. one day pay, only from aflac. aflac... ♪ ♪ >> okay this morning, i passed a billboard, whole foods. said loads about what is happening in the food industry. i cannot recall a time that what is happening is more obvious, than what a whole industry could be so obtuse, i am talking about the organic industry in food. on the one hand the greatest natural and organic company is trying to lure you in to the store with tilapia and judging by the whole foods industry it's working. judging on the short falls from the old line package food companies. one after another after another, there has to be an acceptance that whatever they are doing is not working. their brand managers can stamp new and improved on every can, they can come up with intriguing tweaks with the product lineup. but in the end, the dogs won't eat it. and that's all that matters. go look at the tired products for them feel bad for them. they are like ourparent's pantries. i'm conscious that every one of the companies understands they have to be more natural and organic. what they do not understand is there brands are tied to the old days and will create the growth. these stocks are fixed income vehicles and if that is satisfying to them, i get it. they can keep cutting costs and buying back shares and eek out dividend boosts. hoping that interest rates stay low and all the time they are run engine place. run engine place has been their game plan for years now. i like growth and it's no secret that the best secret is way behind them. the only part of the three companies that is a keeper is the bolt house farms. they make fresh protein drinks and sal addressings, the latter is all that i buy, when you go to the campbells website, you do not see anything about bol house. if you put it in your search bar, they will say, that there's no results. are they afraid that they will realize that it's owned and affiliated with campbells and we will not buy their merchandise. at least general merchandise is willing to list their annie's on their website. and again, the old dog companies want to tell you that their stuff is not a as bad as it could be. marie cal endar, we are not as bad as you think. that sounds defensive. i don't know if you think so, i do. compare the big boys to white wave the two great growth companies. they grow double digits and heat the unmet needs of parents that want to feed their kids good tasting and good for you. at one time you could have bought them. anyone, kraft, they all could have bought them. con da conagra, and it would kill the old dog's precious spending discipline, the only answer for the companies is to buy one of the to companies and play reinvent themselves on the fly. otherwise, it will be one quarter after another of disappointment. mix they low balled the guidance. let me give you the bottom line. are they smug? are they satisfied? are they clueless or desperate? might be a bit of all four? you know what they are? one word irrelevant. rocksy in pennsylvania rocky? >> caller: hey, jim, happy belated birthday to you. >> thank you very much, what is going on? >> caller: well, what do you feel the long-term is now for krogers since morning staff does not seem to give it more than a one-star rating? >> that says more about morning star than them. it's sensational. i happen to be in a kroger this weekend. i center on tell you that place rocks. i would not bet against kroger, even as it wow at 72, there's a recipe in the food business. these three giants have become irrelevant, more "mad money" ahead, including the stock behind the ebola vaccine, i will talk to the ceo about the trial. and our waiters going to be a thing of the pa past? let's go off the tape with the company that is arming restaurants with technology that could change the game. and the freaky friday edition of the lightning round. stick with cramer! ♪ ♪ ♪ first impressions are important. you've got to make every second count. banking designed for the way you live your life. so you can welcome your family home... for the first time. chase. so you can. [ male announcer ] at northrop grumman, we've always been at the forefront of advanced electronics. providing technology to get more detail... ♪ ♪ detect hidden threats... ♪ ♪ see the whole picture... ♪ ♪ process critical information and put it in the hands of our defenders. reaching constantly evolving threats before they reach us. that's the value of performance. northrop grumman. even though the ebola virus is out of the headlines here in the united states, disease is waging in south africa and only takes one person to get on a plane to spread it. and that brings me to novav a ax, that announced a phase one clinical trial for the break through ebola vaccine. they have a proprietary technology platform that allows them to produce varieties of the flu vaccine. in short, the stock is flying. we have to ask, can it keep roaring? let's check in with the ceo and check out where his company is headed. welcome back to "mad money." good to see you. thank you. have a seat. >> thank you very much. >> there are a bunch vaccines that are being talked about. yours is different because of the 100% efficiency that of we have seen. >> it's different for the three or four important reasons if i could. >> sure. >> it's j and j, and all stepped up to the plate a year ago found projects that were going for years and some decades, in early stage ebola vaccines and brought them forward in to the clinic to their credit. i think we have a technology that can bring it to the next stage. what you need for a vaccine like this is what our platform does it allows us to make a vaccine that you can make large quantities of millions doses a month. that is deliverable at refri gempt gerated temperatures. we have demonstrated in animals and we expect to do it in humans. >> the trial is it will confuse people. i did work on it. you explain. the trials in australia? >> right. >> now, who would want to be in the trial? >> it's a great question. so n all vaccine research, in fa fact in all drug reefrpsearch, when you test your product, you test it in healthy adults. we are showing that it stimulates a potent immune response and it's safe. people have the misconception that we are -- we are injecting infectious material and we are not. it's the modern technology that allows us to take a protein on the surface of the virus, and we have given you that protein and your body sees that and stimulates anti-bodies against that protein and that is what it uses to protect itself. >> why would the various nongovernment organizations involved want to go forward and have the glaxo vaccine, which starts, i think next week. >> yes. >> and not yours? i mean why not -- i mean f yours has great efficiency why not throw it all at it. why are we doing it just in aus australia and not in a place where we could give it a shot. >> my expectation is we will. >> you will. that is what i figured. >> so you have to look at the time sequence here. these gsk and american j and j started about a year ago bringing this to the point where they can make material that is suitable to go in to humans. and we started our project in september. and so our technology allows us to get from the genetic sequence in to humans in a matter of 3 or 4 months. so what everyone wanted -- so if you recall back in august and september. there were thousands of people being infected every month. >> right. >> and with 40 or 50% mortality, and so it was get whatever you can get in to humans as quickly as possible and so so that's what has been done . so we have come along and developed a, call it a second generation version of this. and we will be very close behind them. i think. >> now, last time we spoke, in terms of something that could be more commercial. we were that talking about the flu vaccines the withins that you'res morphed to get the new. whatever the current one did not v who have, how is that going? >> you mentioned the flu virus, the -- so what allows us to do what we did with ebola is what we did with the flu strain. a new flu strain circulated in china a year and a half ago, we took the genetic sequence and that particular virus strain had 50% mortality and took that strain and got it in humans in 91 days. we can make vaccines against recipe viruses that have been around forever. >> next flu season will we be using novavax vaccines? >> next season we will be in our clinical trials. >> sclen,excellent, there's people that want to be in those trials. this is the president and ceo, i think you have to follow this one. it's exciting. "mad money" back after the break. we needed 30 new hires for our call center. i'm spending too much time hiring and not enough time in my kitchen. [ female announcer ] need to hire fast? go to ziprecruiter.com and post your job to over 30 of the web's leading job boards with a single click; then simply select the best candidates from one easy to review list. you put up one post and the next day you have all these candidates. makes my job a lot easier. [ female announcer ] over 100,000 businesses have already used zip recruiter and now you can use zip recruiter for free at a special site for tv viewers; go to ziprecruiter.com/offer2. it is time it's time for the lightning round. and then the lightning round is over. time for the lightning round. al in california, al? >> caller: yes hi jim, thank you for what you do for all of us. >> of course, man, of course. >> caller: and belated happy birthday to you. >> thank you very much. >> caller: big fan of the show. i hope you go on forever. >> thank you. >> caller: spectre energies. >> i like it you will not make a lot of money in the game but it is one of the he better ones. chris in alabama. >> caller: booyah my tock is -- >> edx, i love it going to give them the growth they need it's past being one of myself favorites. come on get rich carefully. sammy in louisiana, sammy. >> caller: well you are still the greatest. >> thank you very much. >> caller: and i want to let you know, you got a birthday card that came and how is popeye's kitchen? >> 61, going to 70 they are doing terrific. what a great quarter. what a great stock. how about going to vanessa in oklahoma. >> caller: booyah jim, i'm new at trading and reading your book and following you on twitter and look forward to your show every day. >> the twitter guys are coming to get me. >> caller: i want to get your eyes on one. spark -- >> i don't know it. wow, i don't know. once. i don't know the name. we are going to have -- i'm going to do home work. i will do home work. let's go to sal, my home state of pennsylvania sal. >> caller: booyah, cramerer. if there's one thing i like more than drinking sam adams is the stock. what are your thoughts on boston beer. >> the stock is good, here is the problem, i happen to be a huge fan of constellation brands. i will not fall back on that one and that is the conclusion of the lightning round. >> >> caller: yes jim, happy birthday. >> thank you. >> caller: i thought you were 66 though. no i'm a young looking 66. come on. >> happy birthday jim, it's great to be with you. >> thank you. >> i have to say happy birthday. >> thank you, thank you very much. robert. thank you. >> oh, you have to be kidding me? oh, my gosh! well, thank you. [ applause ] >> however, if you are rooting -- [ sneezes ] thank you. i may have to sneeze again. sometimes you do three. [ sneezes three times ] >> hey, ken, feeling lucky? all right, believe it or not. >> whoa! oh! >> darn. >> i'm talking of course about hasbro, and matel. about time. the last time i compared the two titans, you know what i did? i was younger than. i dressed up in a hasmat suit. they have stuff you want to play with. now, in the old days matel's models made some -- made some sense. as my little pony has it about become a carnivor here is matel, right? that is a whiff. look out camera man close your eyes. wow! >> well i have a feeling that a friday show may see that again. don't you have a feeling? ♪ ♪ ♪ tigers, both of you. tigers? don't be modest. i see how you've been investing. setting long term goals. diversifying. dip! you got our attention. we did? of course. you're type e* well, i have been researching retirement strategies. well that's what type e*s do. welcome home. taking control of your retirement? e*trade gives you the tools and resources to get it right. are you type e*? >> the restaurants are finally going inging inging digital. earlier this week yelp acquired e-24. an online take out and delivery service. if you want to get to the cutting edge of the way that technology is changing the dining experience. we need to go off the tape with zmp ios, it's a privately held company that provides the restaurants with table top order ordering tablet. this could be a huge leap forward for efficiency, more important, if you are a parent the ziosk tablets keep your kids occupied and well behaved when they go to dinner. they already have a deal that put the tablets in every chili's location and they announced a deal with red robin restaurants. it's a private company let's take a look at with austin mulander, he is the president and ceo of ziosk. welcome to "mad money." how are you? >> doing good thank you. >> congratulations on the red robin move. what are they getting? >> they want to give the guest control and entertainment and they get to know the guest better if they serve them better, they will come back more often. >> and you rent them the device? >> we have a subscription fee and the restaurant commits to put them on all tables for a number of years and it ends up costing them nothing or less than free, we like to say, because the new revenue streams we bring and the entertainment stream, we share it with the restaurant and that more than covers the subscription fee. >> you were able to give them a return almost instant? >> instant. >> demonstrate what they have more than just convenience. >> what we have here this is on the table, it's free floating t guests can move it where they like. it's designed for the restaurant business so it is knocked on the floor or got a drink spilled on it. it's resilient. you can pay at the table and you do not have to have the card leave your hand. >> i know, people forget or the server forgets and it eliminates that. >> you can make the secure payment, now, one of the screens we are showing here is an entertainment screen. so, whether it's for the adults or the i had cans. we have a kind of all you can can eat process where you pay for this it depends on the concept, some is 99 cents and the kids love it. so very high percentage of tables with kids on them will play. we have games on for adults too. trivia and so forth. >> they said it builds, they know more about you. well what do they know about you after you sat there. >> the biggest thing is when you go to the pimt process, at the payment process, a very high percentage of the tables will use it to pay. once you have paid much we have a nice tip counter. it worked well for the guests. >> a tip count snr. >> it's a calculator? >> i want to pay 20% and my bill is $28. >> right, and the guest doesn't feel like they are pushed in to 20% or whatever. >> right. >> so they get the counter and let's say, you are jim cramer so you are giving at least 25%, right? and you tip this amount and do you the signature. >> that's so easy. >> you accept it and you have a choice, you take no receipt, you can e-mail it or print it. if we print it there it goes. now here comes the magic, where this moment so we continue, and along comes the survey. >> right. >> which few people fill out. >> in preziosk it's hard to feedback, because they have to log o when you have this situation, 70% fill it in. >> 7-0. >> 70. this transforms the information for the restaurant. it gives you real real-time feedback from the guest. >> okay so let me ask you an obvious question. why wouldn't anyone take ziosk? what has been the objection? >> lack of imagination, no. here is the big thing. >> i like that. >> so as a restaurant owner, when we brought this model, it says, hey, this can pay for itself through entertainment. a lot of the restaurants work on same tore sales year over year when i came in a couple of years ago, or we came in the, team the last month we did a recovery of the rate. and they said, come back in a couple of years. now we have that. and they have an impact on table turns and guest satisfaction and impact on check and frankly, you will know, what do you want more? the guest coming back. >> all i care is repeat. once they are in and they like it. it's easier than getting a defy-- easier than getting a guy that we have not had in. >> that's the kind of piece of business that i want to own. thank you, as a restaurant owner, mine is too small. but this is what they want. it's what the customer wants. stick with cramer. attention investors! vectorvest mobile is here and it's free! make faster, smarter better trading decisions with vectorvest mobile. the most powerful app or managing your portfolio from the palm of your hand. only vectorvest mobile analyzes ranks and graphs... ...over 16,000 stocks worldwide, everyday,... ...and gives you clear buy, sell, hold recommendations... ...on every stock; anytime, anywhere. vectorvest mobile comes free with your vectorvest trial. get it now! visit vectorvest.com/mobile to get started i promise there's a bull market and i always try to find it i'm jim cramer and i will see you next time. >> tonight on "the car chasers"... i've got a shot at a classic corvette worthy of its whole transformation... >> i don't think there's anything that would keep you from buying this car. >> money. ...if i can work a deal with the savvy seller. how about 13 grand? this is kind of like ping pong. >> it's my ball, it's my game. >> meg and i take a trip to a jurassic-size car museum. >> how many cars are here? >> 550. >> but when it comes down to business, i'm not sure if this owner's anymore more than a billionaire tour guide. >> we've digressed from neiman marcus to kmart. [ laughs ] >> i'm jeff allen, and i buy fix, and flip cars. along with meg, my partner in crime, and eric, our mad scientist, we're flat 12 gallery. my main competition is still my dad, the toughest negotiator

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