Transcripts For KTIV Mad Money 20151121 : comparemela.com

Transcripts For KTIV Mad Money 20151121

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 covetededore 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. E food company the people real ke is hormel. Another strike changer after its acquisition 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 o oany monday weakness. Next up, market darlings to total dog, the economy improved and walmart woke up from a slumber. Results from my favorite, dollar street. 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 fang 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, avago and corvo. The Semiconductor Company totally redone. Intel type and cuervo type, go long into the quarter. After the close tuesday, weve got to begin a new era. Hewlettpackard and hp inc. 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 hp inc. They need an acquisition. 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 fallllnder shororterm pressure. Deere could be the same. Thursday, turkey day. Every year i usually do this um, 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 daughters, because we have tofurkey. Hope it doesnt burn to the crisp the way haley made it last time around. Black friday, next week the quota and the promotion spin. 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 d to 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 t t 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. 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. T. [ 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 onebut like others, and i have to tell you, chipotle, i didnt 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 . 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 companans you can find on wall street. Should yououble down on some of your drks . Listen, forget moe, the heck with shemp, even 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 sev 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 queststn, tweet cramer. Madtweets. Send jim an email to madmoney c nbc. Com or give us a call. Missed something . Head to madmoney. Cnbc. Com. Olay regenerist renews from within, plumping surface cells for a dramatic transformation thout the need for fillers your skin never will. Olay regenerist. Olay. Ageless. Im here at my house, on thanksgiving day and i have a massive heart attack right in my driveway. The doctor put me on a bayer aspirin regimen. Be sure to talk to your doctor before you begin an aspirin regimen. Go talk to your doctor. Youre not indestructible anymore. I absolutely love my new york apartment, but the rent is outrageous. Good thing geico offers affordable renters insurance. It protects my personal belongings should they get damaged, stolen or destroyed. [doorbell] uh, excuse me. Delivery. Hey. Lo mein, szechwan chicken, chopsticks, soy sauce and you got some fortune cookies. Ah, these small new york apartments. Protect your belongings. Let geico help you with renters insurance. Americans. We try to live healthy. But many of us dont know there are nutrients that can help support our metabolism. Take new one a day healthy metabolism support multivitamin with chromium to help use carbs from food and bvitamins to helpconvert food to fuel. One a day. Hey buddy, lets get these dayquil liquid gels and go. But these liquid gels are new. Mucinex fast max. Its the same difference. These are multisymptom. Well so are these. This one is max strength and fights mucus. That one doesnt. Uh. Think fast you dropped something. Oh. Ill put it back on the shelf. New from mucinex fast max. The only cold and flu liquid gel thats maxstrength and fights mucus. Start the relief. Ditch the misery. 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 nevebe 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 thatat 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 fugal 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 relentless 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 streres 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. Cocacaola and pepsico are e uly 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 greenback stronger. And dr. Pepper declining commodity costs, cheap royal, goes into making plastic bottles, fueling trucks that 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 ithe 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 frieneny. 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 market cap. Talking about a single quarter . Put it all together and even though dr. Pepper snapple e a point away from alaltime 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. 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 indususy and red dog totodog 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 ay wall streets eststates. 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 lefefover from gasoline, you pick up some monster and still in the process are being rolled 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 takiki the edge off, so toto speak, and three stocks to certainly become the stooges. Moe, larry, shemp, and the markets put the bears back in their cages this week. You stick with cramer. So how ya doing . Enough pressure in here for ya . Ugh. My sinuses are killing meme yeah. Just wait til we hit ten thousand feet. Im gonna take Mucinex Sinusmax. Too late, were about to take off. These dissolve fast. Theyre new liquid gels. And youre coming with me. Wait, what . you realize i have gold status . Do i still get the miles . New Mucinex Sinusmax liquid gs. Dissolves fast to unleash max strength medicine. Start the relief. Ditch the misery. 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 comomnies that donon need a strong econono 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 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 whenever you get a merger this big its common to sell at bargrgn basement prices to appeasthe 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 consolations, other companies, names, three bigigst 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 brooyn 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. Ke 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. D on fire in this cocotry 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. Rumchata . Constellation is not just a serial acquirer. A wellmanaged company knowing how to double down and push its most lucrative brands. Something ththve 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 s smuch demand for cocotellations 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. Look, cans shooting t t can no. Anyway, but t nstellations, its stock maming another new high today. Still only trading as 23 times. Darn cheap. Consider the merger with s. A. B. Miller putting assets up for sale at bargain basesent prices and able to snap something up like years ago. If you really want to win from a. B. s gigantic takeover of miller beyond the stock itself with the aptly ticked bud, look no further than molson coors brewing. They equally ticker tap. The number two brewer in the u. S. And canada, with a stock up 24 year to date. In addition to molson and coors, these guys make blue moon, i thought until tonight was bathtub. Keystone, i knew better than to think about four guys in a bathtub. Irish red. I thought it was irish i knew it was red. Ananthen the numbers beseswith brands l le beranek, caffreys s irh ale among others. Now, ive repeatedly said molson coors is the biggest from the merger ever since the deal in september, because tap has a joint venture with miller. Millercoors own 40 of any one asset that was going to have to be divested for buds acquisition of s. A. B. Miller. I figured s. A. B. Millers 58 stake in millercoors. Sure enough, last week we got the big news we were looking for. Molson coors reached agreement to acquire s. A. B. Millers 58 stake in millercoors for 12 billion in cash. The portfolio throughout the u. S. And retain retain the in the u. S. How important is this . Con

© 2025 Vimarsana