Transcripts For CNBC Mad Money 20140131 : vimarsana.com

Transcripts For CNBC Mad Money 20140131

Particular reason. And people panic. Simply because they figure those future shares must know something. And that what happened today with the dow down and then rallying as the dow dropped 150 points and the nasdaq dropped. 47 . Im on a mission to have you buy low and not sell low. Like today, other than they saw red ink. There is no reason the market is going to go down. You will always get a better time to sell, if you wait for it. Including today when core indexes came back. Unless something negative happen this is weekend, i suspect well open up and maybe big on monday. Courtesy of the guys in the futures pit. Just as i said, buy the 200 point decline on the dow on days like today and if we open up on monday, and you wont have mad money to kick around, if we open up big on monday, i think well have a chance to buy lower. Dont chase. It is a fools game. Ive spent time analyzing opening and closes and it drives me crazy that people freak out on a random friday or the dramatically overly bullish and yet uneventful monday morning. Do not be fooled. And you know what else in his learned for my Research Forget rich carefully, you name it, there is only report that truly has impact. One report that transcends theef emmer ole and has a lasting presence in the market and that is the labor departments nonfarm payroll report thatms could out on the first friday of every month and including next friday. Weve figured the last employment report was weak and making this the worst january from 1010. If you are a bull, you may hope that is influenced by bad weather that did bruise the economy. Based on my get rich carefully research, i can tell you that one weekly employment report will be dismissed as long as it is followed by a strong one. If we get two bad reports in a row, well see some real weakness in the stock market. And youll see a ton of talking heads chattering about how the economy could slip back into another recession. I know it is hard to believe. We just had a very strong gross product number but trust me recession will be the chatter. The market is placing a bet on a very weak number. Interest rates have plummeted. And while i feel the 5 or 6 decline during todays recession has overly punished many stocks, i cant be crazy bullish knowing this number looms big on friday. What else should you be looking at next week . I want to predicate my glam plan game plan. We saw more boring and cliff jumping like facebook, chipotle and google. On monday we get results from amerigas partners. This is one of the largest propane retailers. Why do i figure it . Because the stock has a 7. 8 of yield. Propane is finally in short supply and amerigas is what i like to own when treasury rates go as low as they have. And i look the stock of another company and that is cisco, not the company that is teleco equipment. This is the Food Service Company acquiring its largest competitor. When you get this type of industry consolidation, you have a chance to make some big money and i think cisco fits that pattern to a t. Because it is creating in the environment where customers may have to pay more because of the consolidation. On this market, when traders smell weakness in the economy, they buy the higher yielding food and package companies but that hasnt happened yet so i cant wait to see the reaction to the consistent clorox when that Company Reports on tuesday. Well see two foods, namely gilead and haines celestial. I would buy both ahead of the quarter. Im partial to gilead because of the new help c hep c franchise. On tuesday when yelp and twitter report, all i can say about these is they well they are not being valued for this quarter. They are being valued for the next maybe 25 years or the next few years and that is good news for them and their shareholders. I dont believe either one is in the same league as facebook or google. But im still a huge fan of yelp and i think twitter is a cold stock that people will love no matter what, not unlike amazon, which while down today will bounce back next week when people will realize it is just fine. We get results from two of the strongest stocks in the dow. Merck and disney. People are expecting a major restructuring to be announced, including me as i talk about it in my book. Disney has a history of going down on the same day the report comes out and so to invest alongside bob ire, one great head coach of their enterprises. And periggo, we saw it after the Great Recession, it is a huge flagality play. One of my favorite longterm themes. And it tends to go down when it reports. Im trying to represent stocks you dont have to chase. Buy when they are hammered. And linkedin and open table, the former disappointment of the previous quarter because the consumer is not guiding out. But the good people at chipotle up 58 would beg to differ. But then again you dont need a reservation at chipotle. I believe they will have a good report. And because both here and as a potential customer in my new restaurant that opens in brooklyn gardens. Remember the bottom line. Everything positive gets tempered by fridays employment number. A number that not only does it have the ability to repeal any gai gains we might have going into it but to continue the miserable action we wish could be left behind in this, the last trading day of a month we would all rather california. Dave, from california. Booyeah, from southern california. How is that chime at . It is not as good as it has been today. Ive been an investor of lin and you mentioned it is making the Company Better for the investor but you didnt have tike to talk about it at squawk on the box. This company is mad as hell and cant take it any more. It has had undervalued stock for ages and it is bringing out the value. And the fact that stock was only up a little bit this week is a mispricing. This is the stock i wanted to talk about next week because it represents such great value. Hold rayon ear. Can i go to zack in california. Hi, jim, thanks for taking my call. Quite welcome. I like the big Semi Conductor stock and im considering buying nxpi for longterm play. You said longterm play, it has run uncredibly. And what is the likelihood they report a number that is so spectacular that it takes it up heightened levels than this and it could go down again. I will sanction buying nxp only if the stock goes down on monday or tuesday but it is a dangerous thing to go in and start buying that stock ahead of the quarter. Can i go to paul in texas, please. Paul. Booia cramer. First of all i just picked up your book, get rich careful. Im excited to dive into that. It looks like a good book. I want to talk about pier one imports. Looks like the chart is doing well longterm and shortterm it is bouncing around, from 26 to 19 and now back up again and are you bullish for the longterm . Lets put pier one in the context of Sherman Williams and cosco and Home Security and the whirlpool and yesterday it opened up big and game down. This is at a 52 week low because people feel it is consumer spent. I think the longterm theme of investing in your house is better. I like pier one. January may be finally over but if we open up big on monday i think you should let some stock go. Mad money will be right back. Coming up, how to fuel. The hightech Artificial Intelligence play rocket fuel was a red hot ippo in 2013 but a secondary just sent customers running for cover. Is this a viable dip or will the stock keep sinking . Dont miss cramers excludive with the ceo. And later hot tamale. Chipotle is flying high after woeing the street. But there is a secret ingredient and cramer is revealing the recipe so you can find the next winning. Plus hot spot. Not every shock was held hostage by todays selloff. And American Electric power is up more than 4 in 2014. Will wild swings make this steady stock an investority . All coming up on mad money. Miss something, head to mad mone money. Cnbc. Com. I need proof of insurance. Thats my geico Digital Insurance id card gots all my pertinents on it and such. Works for me. Turn to the camera. Ah, actually i think my eyes might ha. Next Digital Insurance id cards. Just a tap away on the geico app. Could save you fifteen percent or more on car insurance. Everybody knows that. Well, did you know that when a tree falls in the forest and no ones around, it does make a sound . Ohhh. Ugh. Geico. Little help here. [ car alarm chirps ] [ male announcer ] we dont just certify our preowned vehicles. We inspect, analyze, and recondition each one, until its nothing short of a genuine certified preowned mercedesbenz for the next new owner. [ car alarm chirps ] hurry in to your authorized mercedesbenz dealer for 1. 99 financing during our certified preowned sales event four hours on the slopes. Urs on weights. And two hours doing this stuff. Which leaves me approximately two minutes to get my banking done. So i use the citi mobile app to quickly check my accounts and pay my bills. Which leaves me about five seconds to kick back. That was nice. Bank from almost anywhere with the citi mobile app. Citi, with you every step of the way. Where the market has become a vomit inducing rollercoaster it is able to tell businesses to make the best ad buys until the internet, giving advertisers bigger bang than the buck. Stocks shot up in the after hours trading and the next day it got hammer add long with the rest of the market. Falling from 55 to 57 when we bought them. And then rocket fuel roars back up to 66 a day later. Fast forward to today and the darn thing got slammed, down 5 dollars or 9 . I think some is because the company did price a 5 million share secondary yesterday at 61 a share. It feels like weve entered a moment when the market is strong Something Like rocket fuel rallying 93 on the first day can perform terrific but on the down day it is put through the meat grinder and you need some fortitude to hang on through the wild gyrations. But this will change when they will report next monday. That was the last time rocket fuel it got pole axed but soared much higher. People realized the results were better than they expected. Lets take a look at george john the ceo of rocket fuel, dr. John, welcome back to mad money. How are you, sir . Good. Good to see you. It was a tough day to price the secondary. I know you let go of some shares. I know that things have become so volatile. Can you give us the consistent runway so we dont have to worry about the volatility of the stock. That is why we did the secondary offering. We had a relatively small ippo and that means i think people dont understand the dynamics but it means that l not that not that many funds can accomplish a position for itself and so the goal of the following offering is to create more funds that are excited about rocket fuel based on their belief in our longterm thesis. Hopefully this vomit inducing riot, a lot of shares got allocated last night and hopefully we can tamper this down. And we got google earnings and it is a partner and also an enemy for you. Because i know in full disclosure the street which has a contract with you, uses you to go buy ads to a google ad exchange. So where are you frenemies . How do you deal with google . We talked about it a little last time. We see it like as casino and were a professional blackjack player and win for you more money. And win you more. And we were at the Consumer Electronics show and we were chatting about how to do more business with them depending on our strategies at all. You are the king pin of Artificial Intelligence which means you can very rapidly faster than anyone else figure out where to put some inventory. We have the super bowl coming up this weekend. Will your machines be worrying, placing this stuff in the right spots as you have an event in realtime. Well king pin reminds me of the Woody Harrelson movie. Great actor, odd movie. Our expectation wont be different than the dramatic shifts and where they put it digitally and that is how we are built. If they notice things changing well notice that and move on. We think well see new patterns over the weekend. New patterns meaning what . Here is a website that wasnt working for a Pizza Campaign but football watchers are on that website and checking out scores will find the pizza ad works well. Are there key algorithms that you work off of . Target say i give you money and im dominos or papa johns, wherever people are interested in pizza, i want the ad to appear. Is it that smart . It is better. You give us your ads and you say i want to sell pizzas for 50 cents per pizza and the figures run and we do have a number of Pizza Campaigns. When you look at patterns, the stereotypes are true and delivering pizza, around 11 00 is a good way to go but then we find in terms of some Segment Office managers playing orders early in the morning for lunch and it is good to run them around 9 00 a. M. Or 10 a. M. And facebook is doing very well. I know you as someone that the street is used to buy banner ads. Can you do embedded advertising too . That was one of our greatest results in q4, delivering ads in mobile and social video context and were seeing advertisers to not just run banners but across the spectrum and were a partner with facebook and we can place ads in the market place units. And google talked about how people go to the Shopping Mall they go with google and look. Are they going with google and looking at the prices and something that rocket fuel places in that same kind of merchandise . Well i guess it might work you are out shopping and looking up information about an item you pay be considering buying and that will be depending on where you are and when exactly, but likely that will generate some signal back to us just based on Advertising Opportunities we had, here is someone also interested in this product and it might incline us to serve more ads about that type of product to you as well. One last question, when you are up talking with people that to Different Companies and do this, you have some betters, are you able to demonstrate a better return on investment than the other guys . That is another thing that we are happy about in q4 and for the full year of 2013, we would have grown about 68 over 2012 without acquiring a single new customer with just our existing customers giving us more money is they get a report on the return of investment from rocket fuel versus other media buys and some a majority of Companies Say we are their best partner. So given the forecast that we could see of eps profitability next year have some gravity . Were serious about that. Were not just fooling around here. Look. It is a different time. 2014 is different from 2013. And everybody who buys a stock like rocket fuel understands there is volatility. Thank you very much. The chairman of rocket fuel. Read it in conjunction with google and i think youre understand a lot of what they do. Stay with cramer. Coming up, chipotle is flying high after wooing the street but there is a secret ingredient and cramer is revealing the recipe so you can find the next winner. 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Plus, you could save hundreds when you switch up to 423. Call. Today. Liberty mutual insurance. Responsibility. Whats your policy . Yes, stocks got pulverized today. But you mind if we take a deep breath and recognize this is not the end of the world. In fact there is still one area of the market that money is rushing into and not out of and that is bonafide gross stocks. There are buyers out there and they are demanding growth. But not just any growth. They want real growth, they want revenue growth. They are not buying manufacturer shares, they want the facebooks and the twitter and the googles, and are all up nicely on this hallacious day for stocks. This market is so discerning it is taking amazon to the wood shed. What else do the buyers want . They prefer industrials to consumer stocks, with the breakdown of the retail etf thats call the rth and were seeing the notion of shopping itself and were supposed to be a nation of shoppers. Still there is cosco, macys and others that put up 5 and chipotle delivered a beast of a number, 9 . Wow, made up with traffic and not just price increases. 11 up just today. But retailer including walmart, disastrous. We keep getting divided opinions why. Howard schultz has declared there is a secular change against the mall. Customers are shopping the mall to see if they cant get things for less. Amazon did nothing to persuade me with that. People think they should pay for more prime. And google called out the process of google while shopping. And it has been a bear, while rerail was throw through much of the country, it was good in california and florida where the weather was fine. Weather drew the quarter and that is stealth technology, it doesnt matter whether it is cold or hot and they are winner. And im no fan of walmarts execution, the mention of the weather and cut back in food stamps resonates. Surely the Government Shutdown really hurt. It looks like the forward government federal government impeded things with sha shutdown. And the United States is dramatically overstored and at this moment after the Great Recession has ended is when the futures in sears and joe paterno penny seem most in dou jcp

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