Transcripts For CNBC Mad Money 20240713 : vimarsana.com

Transcripts For CNBC Mad Money 20240713

So call me or tweet m me jimcramer. With christmas and hanukkah right around the corner, how about we do this, dow closed down s p closed up. These are a little bit odd ball and some of them frankly sappy but i mean it, i want you to have these presents, too first, i wanted another yearly average higher so that the people who own stocks make money. Now i know that sounds simplistic, but given the longterm track record of the market and the pitiful returns youre really getting from bonds and the fact that so many people seem to not even want to be in stocks anymore, i think investing is important some candidates dont seem to think the stock market isnt that important they think what matters is putting food on the table. I get where theyre coming from. I think theyre making a mistake. First of all, theyre not mutually exclusive if you can afford to invest in the stock market, you should do it because the stock market is the greatest engine of Wealth Creation we should be making it easier for people to participate rather than resigning to a world where the world is a world of the already rich i save money and i invest it i found a way. It was small dollars but i did it thanks to the power of compound interest i did very well for myself. I want you to have the same opportunity. I dont want you to be disscouragdi discouraged. The results for 2019 prove it. Third, i wish the federal reserve, the chair, jay powell, will continue this new found policy of not raising Interest Rates when he doesnt have to and cutting them when its necessary. Powells become data dependent like his predecessor janet yellen used to be. Thats all you can ask for from the fed chief. Fourth, i Want Companies with Good Management and good growth aspects to be rewarded that kind of differentiation rewards individual stock picking and im a big believer in stock picking as long as you have put some money into an index fund. Fifth, i want people to own apple. Okay i dont want them to trade it. I want you to stop freaking out every time an analyst tries to scare you from this thing. As tony from bernstein did just today by saying that the someone in the accessories could do well this year and plummet next year. Six, i want millennials to keep investing. This is important. One of the most exciting and positive developments ive seen is that robin hood, the disrupted online brokerage app now has 10 million accounts most of which have been opened by millennials. Younger investors can afford to take risks older ones cant. If they get wiped out, they have their whole lives ahead of them to make that money back. Lets remember, you can buy fractional shares. Seventh, i want the arm ageddons to get their come uppings. They deny and denigrate every move up. They have given an outrageous free ride. I want that to stop. Eighth, i want to see many more mergers. There are way too many oil companies. Lets have chevron buy pioneer apache gave up already weve had too many retailers kohls should sell to amazon macys should merge with nordstroms we have too many semiconductor companies. Marvel please sell there are way too many Cyber Security companies palo alto buy cyber arc. Then there are too many drug companies. Merck, eli lilly, johnson johnson, surely theres got to be a deal there lurking. I could go on and on we have way too Many Companies that need to find ways to accelerate growth. Buy another business ninth, i want fewer ipos every time investors want some newly minted ipo, they need to sell something else. Thats how deals put pressure on the market it was too easy to become public until the wework debacle while Venture Capital is fine with financing rapidly growing companies that lose money, this market deserves a scintilla of property stop it with the bogus Chinese Companies that are clobbering the market ten, i want the Ten Companies i like to change their names so people can understand what they really do. Who needs a name change . How about opta, kupa, mongo, z scale, livendale and zen desk. All of these sound like they need to do that. My daughter took a walk with me she tells me, dad, i want to be the chief operating officer of, and she closes her eyes. She spins around she spots a building and said, octa i asked her, do you even know what octa does her response was priceless no nobody else does either so who cares shes kind of right. Need to change their name to something more significant the Chinese Government to Start Playing ball on trade this shouldnt be that hard. Right now chinas the highest pork prices in the world their herds are dieing from swine flu. We have the lowest market for hogs this should be an easy positive thing to do. Thats the easy part more difficult, i want them to let our companies do business over there without being forced into bogus joint ventures. I want them to stop stealing our intellectual property and while im at it could they adopt some sort of meaningful environmental policy 12th, i wish for boeing to fix the 737 max. I want them to get it certified and back in the air. Boeing is a Great American company. It should do what Great American companies do and get this done they should approach it with the same intensity as they did for world war ii i reiterate, get it done be open. Tell us what you did today tell us what youre going to do tomorrow open the logs. Tell us everything the current leadership isnt willing to go there and do that, the board should bring in someone else who will. Get some professionals in there and take away the mystery, thats what it is, a mystery i am a huge backer of boeing no, i am boeings biggest backer in the media bar none and theres not a day that goes by where i dont get the sense that theyre hiding something the bottom line, look, i know its an eclectic list. What can i say, its an eclecti guy. When i put on my mad money hat, i want to help you make money. David in ohio. David mr. Cramer, big Columbus Blue Jackets and Ohio State Buckeyes happy to you. I think thats good we had a guy that went to the other school, clemson the other day. Well go with you. Whats up. Caller wonderful i wanted to take a moment to express my sincerest gratitude to you after reading every book and reading voraciously the street ive been able to leave a traditional career at 30 holy cow. I wish my ma were alive. You are a good man thank you very much. I want to wish you a happy holidays and merry christmas. Youre a great man. My question today is about roku i own deep in the money vols, but unlike others, roku seems to be trading on multiples of revenue versus algorithmic trading. Right heres the way i feel about that i think rokus been moved too much i dont want you to buy it too much trade desk i feel better about that one so lets just be a little careful. I think the one has had a pretty darn big run all right. What am i asking for what are the 12 days of cramer well, here we go, right . This wish list is what i want to see most as we near 2020 mad money tonight, is this the season of giving and have they gifted you too much . Is it time to take the money and run . Ill give you my take. Teslas electric in the market moving to 2020, im going to give you the answer. What do paychecks indicate about the overall market and the stock . Im talking with the ceo so stay with cramer. Dont miss a second of mad money. Follow jimcramer on twitter have a question . Tweet cramer madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc as we approach the end of a terrific year for the averages, dont forget one of the most important rules in investing, paper gains dont count. A win is only a win when you ring the register. Thats why you always need to be willing to take profits while you still have them. Remember, it can go away let me give you a couple of examples of what im talking about. Two stocks that are recommended just a few months ago, Arrowhead Pharmaceuticals which people have talked about and inmode both of these stocks have been fabulous arrowhead, its more than double, up 112 since i recommended it in mid september and inmode has rallied 77 since i got behind it in mid october i want to thank michael and joe from new york who brought these stocks to my attention in phone calls. Michael and joe, you both had core sets first time all time. When you catch enormous moves, you have to take some. This is about logic. Letting your gains ride in speculative stocks is lunacy that is why i teach over and over again that bulls make money, that bears make money but that hogs, they get slaughtered. Dont be a greedy pig. However, arrowhead and inmode are both fantastic stories which is why you should only sell a portion of your position if you dont own either one, it would be good to come in and buy. I have the conviction theyre headed higher. When a stock doubles and you listen on the show and thats where you got it, i feel somewhat responsible, i shouldnt, its yours, you pull the trigger, but i dont want you to give it back. Why did these two names catch fire and why do i think its worth sticking with them lets take them by one by one, arrowhead. When michael asked me in july, stock was up 100 for the year i was circumspect. By the time i got behind it in october it was up 4 normally i hate chasing stocks but when i looked into arrowhead the story was so compelling that i had to recommend it. This is a Development Stage gene therapy play company with its own unique play on treating intractable gene disorders. Its called rna inference. Think of rna as the messenger and takes the blueprints of your genes and makes them the reality. Arrowheads technology shoots the messenger. No messenger, no problem the Company Believes they can use this to treat a wide variety of ailments and big pharma agrees with them they have partnerships with amgen and j j. The company kept putting up positive Clinical Trial data so i felt comfortable enough to give it my blessing. A month ratlater we checked in h the ceo right before the companys big r d day. He told a terrific story listen to this. I think what they saw was a powerful technology that as you say can silence genes. It is a hyper specific process whereby we can psy linsz a single jean. Weve got three of them in phase three trials as well as two partner programs in phase two. The stock caught fire and arrowhead made appearances at a series of Health Care Conferences always with bullish data and applauded by the Money Managers in the room they got attention by the Analyst Community and as they get discovered by wall street, they are roaring higher as one economic analyst gets behind them first one of arrowheads main competitors got bought by novartis while the actual numbers dont really matter for early stage biotech management, they confirmed theyd be putting two more drugs into Clinical Trials and that sent the stock up another 19 . Now arrowheads peaked at 73 not long after because earlier this month the Company Announced a secondary offer. That caused the stock to get hammered it priced at 58 its already bounced back to the mid 60s. I think it has more room to run. If you dont own arrowhead, you have a little more pull back, if you did buy this on my recommendation, think about how much youre up take some of the money out and let the rest run its the responsible thing to do right before the ipo window slammed shut thanks to the wework fiasco. It had run from the mid teens to the mid 20s. I told you it was worth speculating just like arrowhead. Why . Because inmode has a great concept. They make energy based systems that are used for face and body con touring, medical aesthetics and Womens Health it lets them use radio waves that penetrate your skin and remodel the fat tissue underneath so you can get the equivalent of a face lift or lipo suction without the Invasive Surgery you eat enough philly cheese stakes from ginos, you get this going. People are vain. Plus, inmode had terrific Financials Company growing at a 55 clip and its actually profitable a host of new products being rolled out in the near future. It was selling for 15 Times Service estimates. Seems pretty good to me. Hey, it was. Inmodes new product launches went off without a hitch when they reported this they shot the lights out. They posted higher than expected sales growth up 57 and acceleration versus the previous quarter we love that and on top of that they gave you a monster 12 earnings beat. Technology is as terrific as it sounds which is allowing these guys to take market share all over the world it was a picture perfect quarter. No wonder the stocks been a huge winner. Hey, even after this run inmode is still ridiculously cheap. Selling for 20 times its 2021 out years earnings estimates i can see growth oriented managers paying 40 times that. Long story short, inmode and arrowhead are looking better than ever. The stocks have made enormous moves. If you own them, i think you need to take something off the table. Given how much theyve run, i would sell even as much of half of your positions in arrowhead, 1 3 in inmode bottom line, when they catch fire, you need to ring the register after a gigantic gain if you dont own t feel free on any pull back to buy because arrowhead and inmode, they have a lot going for them and they may have a lot going for them for years and years ahead. Jim in florida, jim caller hi, jim, how are you. First of all, thank you for everything. Youre quite welcome. Caller im interested in Seattle Genetics has had a great run. They have so much good information coming down. Theyre up 102 . Yes yes. We met this company many years ago. They have many shots on goal which is why we like it. Its a really good Company Going up not on takeover, not on takeover talk, not on rumors but on substance brian in new york. Brian caller booyah, cramer yeah. Caller yesterday you were talking about the different ipos from 2019, lyft, uber, et cetera my question to you is about change health care chng. I wanted to know your i have met with these guys privately. I really like them ive seen them do a bunch these guys are very good i think it merged. The pe is not expensivexpensive. It merits a buy. I wish theyd come on the show theyre very good. When some of your spec stocks catch fire, please dont be greedy. Consider ringing the register. But dont go crazy and sell all of it, just sell some and if you dont own arrowhead and inmode, you should consider a position on a pullback. They are up quite a great deal much more on mad money ahead im going to sit down with the ceo of paychex and see what hes seeing on the labor market with the year growing to a close, im turning in my outstanding assignments. I havent done all of the homework i needed to do. Do not miss tonights homework, please you know what though, first thing may be my take on tesla. Dont make the move before having youve got to hear the tesla piece. Stay with cramer what the heck . What the heck is happening with the stock of tesla i mean, and where did the sellers go do you remember the sellers . They were there every day at every point for ages keeping us in the low 200s for ages they wouldnt let it lift. But suddenly when the stocks up huge, bursting through the 400 level theyre gone disappeared. No sellers the stock opens higher every morning like clockwork and theres no resistance. Hasnt had any since they reported a surprisingly strong set of figures since the end of october. What happened . Why did it change . Why did the sellers disappear . Why is there nothing but buyers . Lets go over the reasons. Okay, first, earnings. Thats right earnings there are now real earnings projections and they are spectacular. Analysts think theyre going to earn 5 per share next year, 10 in 2021. Thats growth. Real growth. These are consensus analysts many analysts have vetted them they actually may happen that means tesla, lets say its a heck of a lot better if you like Growth Stocks than a ford or a gm, all right profitable growth is what many of the Money Managers wants and thats what matters in the Auto Industry nobody else has it except for tesla. Second, ingenuity. Yes. So many automakers were supposed to roll out truly competitive products, genuine, well engineered partners with real cache by now they were supposed to be out there. Especially the germans looks like theyre a lot harder to make than people thought because the competition just simply isnt there so much for german engineering third, elon musk lets talk about him for a second hes gone quite frankly from being a liability to being an asset. Not long ago he seemed like he was constantly on the verge of either a nervous breakdown or perhaps some sort of like ego a manaicle trip. Thats no longer the case. We dont know if hes gotten his life together, i should hope so. As investors, what matters is hes not doing anything selfdestructive no longer teasing the sec which i hated. Hes no longer trashing the analysts which i thought was funny. Hes a normal ceo. He ran a good thorough conference call. October was fantastic. Gives occasional speeches. Otherwise, i never thought i would say this, noncontroversial. Elon musk, for lack of a better term, is like his peers, hes boring now that tesla is profitable and on track to rake in the earnings, its easy for them to raise all of the money they need for years i heard tesla could never turn a profit. Then i heard if they make a profit its mumbo jumbo. Bogus. Now i hear nothing if tesla earns even half of what the analysts are expecting next year, i have to tell you something, it will be no problem for them to raise blgs illions f dollars and put up factory after factory. Fifth, we used to hear all of these stories from the bears about how there was always an excess in inventory. Somehow tesla had made far too many cars and it didnt make any money on them anyway yeah, made cars and lost money each one the bears have now gone silent on that issue. As tesla, excellent. As teslas now an automaker that seems to have an endless demand and no extra supply. All the other guys y

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