Transcripts For CNBC Mad Money 20151120 : comparemela.com

Transcripts For CNBC Mad Money 20151120

This is one surprising week, and in this week the best of 2015, surprises for generally pretty darn positive. But can that trend continue next week . Because this market is a week to week affair. Well find out soon enough with two Companies Reporting next monday. Lately theyve been, lets say, more sources of disappointment than a rapture. Im talking about gamestop and tyson foods. The heavily shorted gamestop delivered a darn good quarter. Last week the Stock Plunged almost in a straight line. Concerns from analysts, gaming hardware sales, subpar. I dont know if its true. Theres so many short sellers gunning for these guys along with their analyst colleagues i think theyre overdoing negativity. I like the ceo paul raines and how hes diversified are from being a onetrick pony. Im looking for reasons to buy, not sell. Gamestop will be something i will talk about on my morning show, squawk on the street and tell you what i think you should do. Tyson foods. Doing a makeover. Becoming more of a full line food company, not just a chicken purveyor. Less of a commodity company. The last quarter didnt fit that native and the stock crushed. Can this be different . If it does well, remove it from the penalty box where the company belongs for that last quarter. Also from one of the most Controversial Companies in the market now. Heres a big phrma company in the cross hairs thought to have paid too much for quest corps. One drug, actvar, the druggal value and its ability to be reimbursed by the big health insurers. In the press for raising prices on drugs beyond what many consider reasonable. If the company quits itself on the call, this stuff could fly. Coiled spring so heavily betted against. Calls bad, my prediction is pain after the close monday results from palo alto members, a member of the Cyber Security group. Palo alto best to breed in the hack space. Maybe turn around a sector many have written off. Fireeyes, gotten peeg zinged, close to a number of big data breaches. This is much less episodic. Lately the market has been in a more forgiving mode with companies with lofty valuations. Monday, less and tuesday a big day. Kicks off, trying to be better. Campbells soup. Of late this market embracing all line Food Companies with good dividends potentially becoming more organic and the stocks are coveted more than the companies politically and culinary correct but far more expensive stocks. And campbells sold out of and bounced back hard instantly. Be ready for similar reaction. The food company the people real like is hormel. Another strike changer after its aqcquisition of applegate farms. Hormel, which supports Tuesday Morning by far the moat of consistent member of the packaged food group, hence hit an alltime high today. I like the stock. Buy it on any monday weakness. Next up, market darlings to total dog, the economy improved and walmart woke up from a slumber. Results from my 235i6y favoriter street. Can the love affair with wall street be rekindled . Rallies from 60 to 68, but as high as 84 earlier in the year and lately tgx roaring. Did you see those . The breakout quarter for the place i like to buy my candy. The candy aisle in dollar tree, you could eat off it. How about this . Reporting Tuesday Morning, tiffanys letting us down for ages, sig nit, we know is k, where kisses begin, zales and jared, where you have to go to jared, monster good. Guess what i bet the pattern continues and signa talks about a strong holiday season. Those of us engaged for 40 years, we always were dreading that, that, you know, go to jared commercial, because it made us feel like we had to take action. Anyway, tech all over the place lately. People remain in love with phang strong again today. And stocks a buy for katie group with the old line Chip Companies like intel and Texas Instruments shining and the newfangled companies, cell phones, avaguo and corvo. The Semiconductor Company totally redone. Intel type and kwav cuervo type, go long into the quarter. After the close tuesday, weve got to begin a new era. Hewlettpackard and hp inc. Report. The newly separated halves of the whole, opaque now. Listening to best buy tell a story that wasnt complementally to printers yesterday, im not sure how i feel about hpacquisi. I suggest they buy this company. The one capped by meg whitman can paul off a good quarter out of the chute. Both stocks cheap. I dont see you getting hurt by either. Wednesdays all about agriculture and the king that is john deere. Farmers havent been doing well around the globe, grain prices under serious pressure. Avoid deere entirely. We know its not enough to drive earnings if your customers arent spending. Weve seen caterpillar, two other equipmentmakers fall under shortterm pressure. Deere could be the same. Thursday, turkey day. Every year i usually do this um, the its not the telestrator . Oh, you have to take one hand off. Okay. This is timehonored traditional mad money. Our 2,200th show. The little gobble thing. Anyway, this is a big day unless youre like my two vegetarian daughters, because we tafushg f. Hope it doesnt fwourn the crisp the way hailty it last time around. Black friday, next week the quota and the promotion spin. What people do. Wants to know about promotion. Raw stores, tgx, costco, home depot and lowes. Unless theres a frozen tundra moment i expect more pain from retailers who did so much to remind us we dont seem to just shop there anymore. Although ill be at the mall tomorrow because thats what i do. Bottom line, headed into a shortened week known for its strength. Incredible week just passed but were in the home stretch for 2015 and home stretch often triggers more buying than selling. So perhaps we should use any weakness to sneak back into the winners of the last few days. Shining from now until 2016. Questions, callers, john in new york. John caller hi, jim. Id like to know your opinion of under armour compared to foot locker . Difficult. Under armour, kevin plank, the man almost in control. I say almost, because parker runs nike and that guys something. Okay. Foot locker more of a retailer. I prefer under armour for longterm growth. Going to mike, mike, mike, in arizona. Mike caller hey, jim. My question is about Humana Health insurance. I understand their stock is up over 3 . Is that a buy or hold or sell . Lay low from humana after what happened this week in the managed care situations in the Affordable Care act. Seems its the inAffordable Care act. [ rim shot ]. Ricky in pennsylvania. Caller thank you so much for taking my call. Of course. Go eagles. Caller calling on zoes kitchen. I like it. Fallen out of favor. A good one, but like others, and i have to tell you, chipotle, i did know know obviously a problem. I think the e. Coli problem, have to get it under control. I dont know how. They need to. I dont need to tell them. Theyre good guys. Marcus from big mo. Missouri. Marcus . Caller hey, cramer. Im a new investor. I never really invested anywhere before. I know computers arent going anywhere. Id like to nope what about for new investors. First 10,000 always index fund. Dont mess with that. And turning microsoft around. Euro cloud product good. Listened to them talking how strongly microsoft. A fabulous buy. Microsoft, and foreign stocks we really like, its for me. Mighty. How i describe next week. Remember, in the home stretch. Weakness get in on the yearend winners. Poring through the best Beverage Companies you can find on wall street. Should you double down on some of your drinks . Listen, forget mo, the heck with sheff eastern larry. Revealing the three real stooges in operation right now in this market. Plus what a difference a week makes. Im telling you how the market changed in seven short days and which stocks are playing the sweetest music. So why dont you stick with cramer announcer dont miss a second of mad money. Follow jimcramer on twitter. Have a question, tweet cramer. Madtweets. Send jim an email to madmoney c nbc. Com or give us a call. Missed something . Head to madmoney. Cnbc. Com. Dont let it conquer you. With the capability and adaptability of lexus allweather drive. This is the pursuit of perfection. After todays very positive session, let me remind you as soon as the Federal Reserve starts tightens next month, hard to see them doing anything else, not as easy to come out and do the show. Dont fool yourself. Were already witnessing a host of downturns. Biotech, ugly retail, you name it. Some sectors are having a hard time, even as the bulls trampled the bears in this good week. And outperforms fed talk or not, and it can continue to dominate the market even after the fed takes its action. Im talking about stocks. Thats right. Even if consumers arent spending money at the mall anymore, sure arent, and Drug Companies may never be able to gouge, excuse me, raise prices again, even if we get hit with an economic smackdown, people will keep drinking. In fact, this beverage bull market doesnt seem discriminating. Everything potable is working now. Soda, Energy Drinks, beer. If its potable, its good. Thats why tonight i want to talk wb the unheralded bull market in the beverage space to highlight the biggest winners in the group that can continue to roar higher. Start with soda and Energy Drinks and then after the break we can graduate to alcohol. I thought about mixing Energy Drinks with liquor, but after a certain age, youre looking a little silly trying to have that red bull and vodka. Better at this age to have a mocktini. Look at the soda and energy drink names two particular stocks jump out for putting stellar performance during a year. Incredibly fugual for most sustained rallies. Im referring to dr. Pepper, snapple and monster beverage, up 23 , and 36 respectively for 2015. In the soda space, cocacola and lee lentless pepsico have charged ever higher, particularly the latter. Dr. Pepper snapple rocketed upwards. This company, which is the maker of 7up, a w root beer, sunkist, yoohoo, hawaii punch, who doesnt want one of those and dr. Pepper and snapple consistently beaten wall streets estimates for, top and bottom, sales, too, quarter after quarter after quarter. And raising guidance, exactly what we saw when the company last reported two weeks ago. Not just this company is good at executing expectations, dr. Pepper is positioned for this particular moment. For example, its competitors, nearly 90 of its sales from the good, old u. S. which means this company doesnt need to worry about the super freakin strong dollar to its overseas business. Cocacola and pepsico are truly Global Companies and get half of their sales from the u. S. Profits translated into fewer dollars. I expect the problem to get worse when the fed raises Interest Rates making the green barq stronger. And dr. Pepper declining commodity costs, cheap royal, goes into making plastic bottles, fueling trucks th s ts deliver the merchandise. Its unfortunately but probably more oil in an a w cream soda bottle than a w cream soda and doctor pepper improving efficiency. Fastest turnaround in the soda business and direct distribution to store market in america making it difficult for nation competitors to take market share from them and dr. Pepper snapple incredibly shareholder friendly. I love the ceo. Management committed to returning Free Cash Flow to shareholders even at the stock owned yields 2. 175 . A high quality problem. That low because railing steadying. The buy back is incredible. Daily purchased 668 Million Dollars worth of stock. Hey, equivalent to more than 3 of the mact cap. Talking about a single quarter . Put it all together and even though dr. Pepper snapple is a point away from alltime highs the stock is still worth owning, 21 times next years earnings estimates in line with coke and pepsi. Beverage stocks works when the fed puts on the brakes. And not weighed down by the rest of the world at least currencies. Now, how about monster bev ram mnst. The number two energy drinkmaker a relentless march higher after the company had a spectacular quarter. Sales up more than 13 one day. Regular viewers know ive been a big fan of monster a long time. The Energy Drink Market is a duopoly. 4 5 of the industry and red dog top dog for ages, monster is catching up in recent years to the point monster is the Number One Energy drinkmaker by volume if not sales. A big catchup. What took them to the next level, partnered in cocacola last year. 16. 7 stake in the company. Lots of money there to buy back stock and incredibly important worldwide bottling distribution network. This deal closed five months ago and paying off big time, we saw what monster reported and blew away wall streets estimates. A lot of guys short. Guess what . Gaffed 2012, thats right. Monster has accelerating growth rate allowing market share particularly overseas. By the way, salesforce. Com to integrate that. This company gets roughly 80 of sales from the u. S. , but International Businesses in fuego, and a currency basis, latest quarter. More money left over from gasoline, you pick up some monster and still in the process of being rollaled out. Not to mention monster hasnt begun to tap the gigantic Chinese Market yet. Talk about a catalyst this stock trades at 30 times sales expensive. Far from cheap, consider monsters growth rate, im a believer in this company and recommend you buy some before a sell justify and some during. The bottom line, dr. Pepper snapple and monster beverage have been roaring, and i think these are exactly the kinds of stocks big institutional Money Managers will fall in love with when the fed starts to tighten. So be ready to pounce on the weakness, but remember, dr. Pepper, monster beverage and tequila. Just dont mix. Unless, of course, im behind the bar. Much more mad money ahead. Ive covered the mixtures, now time to crack open the liquor cabinet. This market may be driving you to drink. The stocks are doing a better job taking the edge off, so to speak, and three stocks to certainly become the stooges. Moe, larry, sheff, and the markets put the bears back in their cages this week. Im revealing how and i suggest you stick with cramer. Announcer . Littles garage, all new, wednesdays at 10 00 on cnbc. This is more than just a town. This is our home. And Small Business saturday. Is more than just a day. Its our day. To shop small at the places we love. With the people we love. For stuff we cant get anywhere else. And food that tastes like home. Because the money we spend here. Can help keep our town growing. On Small Business saturday, lets all shop small. For the neighborhood, the town, the home we love. On november 28th, shop small. On a good day like today i want you to think what will happen eventually when the Federal Reserve slams on the brakes and the economy slows down, possibly sending many stocks into a tailspin. That occurs, you want to own safe, highquality companies that dont need a Strong Economy to beat the numbers. Companies like the beverage place. I just gave you the rundown on the best performing soda and energy drink stock, dr. Peppers monster. The same applies to the beer business. In fact, beer might be even better, because its got one big positive going towards it the other beverage categories dont. Im not even talking about alcohol. I mean the consolidation in the industry, and acquiring miller in the gigantic deal. Whenever you get a merger this big its common to sell at Bargain Basement prices to appease the regulators. Tending to give fabulous performances that explains some of the strength in the beer industrys two biggest winners. Consolations brands, and lately, molson coors. Start with stz up 39 year to date. Which is both the number three beer brewer in the united states, as well as being the worlds leading premium wine company. You might recognize consolati consolations, other companies, names, three biggest sellers, as well as some of the harder stuff like Robert Mondavi wine and the recently acquired casanova, or casa noble they call it when they dont know anything. The best tequila other than the other ones and my small plate Mexican Restaurant in brooklyn has it right in the middle when you walk in. A wellrun company, acquisitions and helping expand margins. Best example in 2012 whens one company sold off to pass muster with regulators in the country and constellations snapped that up, helped the growth ever since. Look at the chart. Like this, then most recently the constellations getting into the Craft Brewery space with a purchase of a Ballast Point for billion dollars, ive never even had ballast. You guys had a ballast . All right. They have. And on fire in this country and Ballast Point in particular growing like a weed. With sales expected to double, double, in 2015, versus last year. Thats just one acquisition among many. Constellation is a big deal, the company rolled out their own Venture Capital arm to identify in fast growing new categories in the spirits industry. Rumchoda . Constellation is not just a serial akwaier. A wellmanaged company knowing how to double down and push its most lucrative brands. Something theyve been doing in the wine business with powerful efforts. And as we saw from constellations later phenomenal quarter last month, these efforts are really paying off. In fact, theres so much demand for constellations products, particularly its beers, that the company is dramatically expanding their Brewery Capacity to keep up with the consumer demand. A huge issue on the call. Buy all the bottles and cans cans.

© 2025 Vimarsana