Transcripts For CNBC Mad Money 20240711 : vimarsana.com

Transcripts For CNBC Mad Money 20240711

Moo its biden versus trump trump stock, trump stock. Both of which are going in surprising directions. If you you thought the election is over, the president is trying to do an end run around the results and fighting tooth to nail today the dow lost 222 point [ screaming the s p 500 declined points at 8 . Nasdaq dipped 2. 2 hey. I know it didnt feel like it was so bad but if you were in the nasdaq except for a couple of names, wow. They crushed it. Why dont we start there with next weeks game olympian . On monday morning we are coming in and, sadly, im betting we pass the 200,000 mark. Thats right 200 thousa,000 thousand cases an the virus is hurting business. If not monday, tuesday, wednesday, a question of when, not if i know there is a sense that we have had a big vshaped recovery which is terrific. But our inability to stop the spread is putting a crimp on business orders and retail sales. Just yesterday, work day, reported a solid quarter we have the coceos on the show but they mentioned on the Conference Call they cant be sure about the picture because covid19 is out of control suddenly a stock up 12 bucks a uturn and crushed finished today down 21 dollars without another big stimulus package its a very tough winter at the same time, we still dont know when we are going to be able to get vaccinated it doesnt seem like there is a plan, just a bunch of rumors which is unfortunate because we need to Prioritize Health care workers and the people most at risk but you know what its up to the states. States dont have any money. They dont have any organization the market has been able to weather this horrific outbreak because we know the vaccine is on its way and thanks to the good works of pfizer and moderna. Without clarity a chance Money Managers are going to start freaking out about the near term and what you have to worry they are freaking out and dump stocks. Now now im betting the vaccine only wins out and emphasis on ultimately, though in the meantime, more than a million new covid cases a week could drag things down when you consider over 225,000 americans have already decide from this disease. If that wasnt enough already, we still need to worry about the election joe biden won. But President Trump refuses to concede and he is going to Great Lengths to try to overturn the results. He says he plans to prosecute the voter fraud claims and a lot of people say please do. Bulls are hoping the high level republicans will urge trump to throw in the towel but the president believes he is on a roll and bears expect a barrage of new olgs allegations on mondn not get the michigan results thrown out and new dispute or at least the way to frame a dispute in georgia after the hand count that apparently is coming too. If he somehow manages to pull both of these off he still needs to flip another state to win which is incredibly unlikely but, man, the markets hate uncertainty and right now, a double dose of it from covid and the unconceded election. President trumps headlines far more than you see president elect bidens headlines. Tuesday huge earnings day. Unusual week for thanksgiving. Best buy has been cleaning up thanks to the pandemic i think it will be a blowout meaning a good chance best buy rallies on the news. Here is a quandary what to do with dollar tree . I think they are having a breakout quarter but nothing happens. The gains have all been dollar jp their arch rival. Too risky to buy ahead of the quarter. Foot locker delivered terrific numbers today yet its stock was slammed. Same thing i think is happening with Dicks Sporting Goods on tuesday morning. Coming in too hot. Discount chains have a good run this week. The last one report should give you more of the same its been a consistent winner and i bet it maintains that tradition. Next we hear from med tronic and maybe sales could be light this is a medical device and people are postponing operations because they dont want to get covid going to hospital. If medtronnic gets hit im a buyer because the vaccine is coming then hormel foods. In the spring the package food stock screamed higher too. My guess this happens again now that the restaurants are being shut down again. Smucker reports too but unlike hormel its widely inconsistent. Jif peanut but then area meow mix. Spam i prefer that we get reports from three Tech Companies i like very much analog and dell. I know work day put a scare into us what covid means for tech but i suspect all three will have a better idea now after what happened last night how to explain the obvious without freaking people out. I think the ceo was stating the obvious. There is covid come on. Dell has been a horse. But vmware is up earlier this week kohls posted optimal number until wall street had expectations i wouldnt be surprised if we see the same from nordstrom on tuesday afternoon. Its called baff, right . Its better than feared. Whatever, trust me even though its spelled differently. This is my absolutely favorite of all these last week we talked about the trade. Not laguardia. Lag. This is an idea we stole appropriate. We got from jpmorgans and best analyst in the business. It stands for three stocks that he likes lbrands American Eagle outfitters and gap. Bath and body works business in a pandemic people like soap. I say press the lag bet. Buy some American Eagle outfitters and gap before they report on tuesday night. I know what youre thinking. These are tainted brands but they both made remarkable business comebacks and i think youll seal the fruits of that when they report their earnings and people are still late to the party and want in 16 they want this one this goes much higher. I saw Banana Republic ad the other day. I bought nothing wednesday morning your reports feed the world theme is tremendous and prices for the whole agricultural complex are sky on account rocketing that said time to buy the stock of deer. This is an odd stock the stocks rallied almost 50 for the year poll is back remember the deer textbook played on president elect president elect biden ratcheting down the tensions with china you hear about a new accord with the Chinese Communist party, a big deal i do this every year it never works you put your hand down like that and doesnt work because a thing called the telestrator do this. These represent your fingers and that is your thumb because im a child. On wednesday marks the beginning of a seasonably strong period of this day here. If you believe history will repeat itself this year as it often does you might want to get along the market on tuesday and get ahead of this, no trading on thanksgiving friday is like the greatest day ever shop bottom line. Once we make it through the push and pull of the virus and disputed election next week, back to buying the up stocks oh, did you it is the upstocks were up . Not kidding a down day wow they are up how did he do that presto companies do it, not me. I talked about these winners for 2020 that should keep winning until the ends of the year someone say do you still like them. I wrote this 18 hours ago eric in michigan caller hello again thanks for taking my call. Of course. I bought home Ticker Symbol home in the summer around 9 they are up to 22 and came crashing down after their preearnings announcement a few weeks ago. My question on home do you think a good stock to home after we return to normalcy or is this only a covid play . Do you see the stock going higher next year i think that its between a covid play and something that i would describe as not as good as wayfare but better than that lee came on the show when the stock was like five bucks. I think the stock has five, six bucks outside but im not crazy about furniture except if its Williams Sonoma how did ted in washington . Ted caller jim. Ted. Caller sad outcome for your eagles. Youre presuming we are going to lose this weekend i think we are going to crush cleveland. I hope so caller first time long time activity alerts member. Excellent. Caller thank you for your help youve given us over the years. Thank you. Caller past spring people were buying motorcycles rvs and et cetera. We had the jump in home sales often firsttime home buyers lately, we have had the new and used auto market going crazy you provided us with various ways to invest in these. Camping world, brunswick and several others. Love those caller it seems to me they auld need insurance so i did allstate and Progressive Research i have added to it a bit the last couple of weeks since pgr is reporting next week, im curious what your thoughts with my theory and investment choice. Interesting on sunday i do not want to be at home with Baker Mayfield when the defense comes to town coach schwartz has got something ready for him i think progressive is a classically Great Company and felt that many years when i was at Goldman Sachs the only Insurance Company we ever recommended other than chubb i think youll be fine lets go to jaime in california caller buou, jim [ inaudible ] on november 23rd is it a buy or sell on consumer graphics very tough. A report on monday so i dont want to stick a gun to my head i would say take that gun away from my head im a believer what is going on there in terms of fashion but think the stocks have run up because we saw such big gains after target urban is now in the danger zone. I think they will do well but the stocks had a big run and i dont know if i want to be there. The markets in the grips of the virus and the election outcome. But once we make it through there, and go through the push and pull, we go back to the anointed winners dont forget this is where is it remember this one this is Todd Mckinnon who is just like liam in stake it. With thanksgiving less than a week ago, Williams Sonoma top brass find out what the company is cooking up and take a closer look at its earnings which were a blowout. Covid cases continue to climb but news that pfizer has filed for emergency use authorization for its vaccine and the fda considering it maybe december 1 what does it mean for the ventilator maker over own over again the pandemic has forced companies to embrace digitization much faster than they were planning to do or how they nuknew to do they are making a killing. Some of them have sold off since the vaccine news but not all of them Zebra Technologies is a major player in the enterprise access intelligent place to track people from equipment to data and key arms dealer no any company that wants to improve Logistics Network and Health Care Providers that need to be desperately more efficient since two weeks ago its hot stock has exploded higher. Doesnt hurt their in this helps fight covid from tracking test samples to making sure people say socially distance in the workplace and helping out the whole chain of the way you get a product inside your car from the store and then, of course, they actually do a ton on cold storage. We got to find out about right now. Lets check in with the ceo of Zebra Technologies welcome to the show, anderson. Thank you great to be back. I think that this whole getting a very cold product to everybody can only really be handled by zebra tell me what youre doing to get the vaccines to us. Yeah. First, you know, we have been helping with all sort of things around health care where popup facilities, drivethru facilities and so forth. But specifically when it comes to the vaccine transportation you can say the high level its supply chain like any other but it has this unique wrinkle of being a very cold chain supply chain. So we have a solution called temp time that basically our vaccine labels can be in boxes and pallets it changes color based on the temperature exposure so we can have the Quality Control be the vaccine to make sure when it is injected in somebody and administered within the type temperature range to maximize efficiency now we have Software Applications we have a module which helps pharmacies and others to schedule all of the patients who want to come in and be injected. Really . We have the capability the things i was worried about would my dose go bad because it got too hot and no one would be able to handle the influx of people youre telling me zebra is making these things happen we started doing our best and working with lots of different players in the industry to make sure we can offer our support and help to make this as seamless process as possible. Also it seems as if when i want touchless contactless major change that we all know they have to bring in zebra to make it work. Yeah. We work in a lot of areas around the whole safety area around covid. We do motion works proximity this is our solution to do Contact Tracing. We have sold it to a number of customers but implement in our own facilities it has the ability to do Contact Tracing if you need to go back and see who somebody has been in contact with but it also has a realtime beep if you get less than six foot from somebody so it kind of helps you to remind people to in realtime to do social distancing. Do you have any competitors on any of these things there are other solutions out there but we have the edge on the accuracy certainly and realtime aspect of it. I think people have to understand the journey of your company. There was a time people thought you were a bar code company. Its not evolution but a revolution. We come a long way and last six or seven years and combined with another business had a nice track record and solutions have certainly expanded. Youre mention our Intelligence Mission i think that is truly resonated with our customers and position as a thought in the industry. You also had Global Shopper study i looked at. Amazing number people like selfcheck out i guess im old. I like a checker young people like selfcheckout, huh . Selfcheckout has been more popular also during covid as it is a way for people to do social we try for people of our age be more technology to make it easier and have a color camera in the scanner that detect if youre trying to buy a green apple as compared to a pear or banana youve got some great stats you gave recently at a conference you said that we have increased up to 42 and 30 for our scanning business but youre like for mobile computing the number two player has about 13 share and we have 60 share the most popular one you have 60 for android and enterprise devices we have 60 market share and a space we were one of the pioneers to really create that space and that has been a great growth driver for us still has a lot of new applications and new cases to drive demand. Of all the things you said i feel better about the supply chain. I was very upset earlier this morning and talking about a doctor he said we are getting this stuff to the drugstores and i thought the drugstores dry ice wont know what to do. Everyone will nope what to do if the color goes wrong zebra says the color goes wrong you have to throw it away, right thats right. Makes it simple. We have used these solutions for several years and primarily in the emerging markets, africa or so but they can work in any environment. Wow youve reinvented and reinvented and now all alone. What a great situation youre in i want to congratulate you anders g s gustaffson, thank yo joining us welcome to a better way to live. Welcome to my house do you wanna see something really cool . My man cave. Another sharma . Its a place to relax. Its hot in here. Uh, you might be more comfortable if you removed your fur pelt. I already did. Oh. Hey, son no dad, its a video call. You got to move the phone in front of you like. Like its a mirror, dad. You know . Alright, okay. 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