Transcripts For CNBC Mad Money 20140905 : vimarsana.com

CNBC Mad Money September 5, 2014

Showed only 142,000 jobs created . The slowest month of the year . And about 80,000 fewer jobs created than many were expecting . Normally you expect stocks to get hurt, right . Didnt much of this markets next move higher come from additional job growth . You would also expect Interest Rates to plummet, as almost always happens when we have a real employment shortfall. As the dow gained, and the nasdaq advanced, and bonds . They did nothing at all. Whats going on here, people . I think a couple things are happening. First this monthly survey does have its flawing, meaning it frequently is revised, and august has the history of being the most wrong month. I think we have a revision upwards when we see the next figures. Second, i think people are hearing too much empirical evidence, and from surveying involves construction. Thats why one of the strongest sectors today was retail. Totally counterintuitive. Im not going to asterisk this number, but i have to be skeptical and conclude theres something wrong with this one, because the market chose to ignore it, and im in agreement with the market. Plus as i write in get rich carefully never trust one number. It always takes two in a row, back to back, to change your mind about an economys direction. This time will be no different. What are we looking for next week . Whats the game plan . Monday, wow, it starts with an absolute bang. The bang of the details about the alibaba, ipo, the large of of all time, as the road shows, present of what this company is all about kicks off, what a production this will be. I will tell you weve got a 321 million Share Offering coming at you with a price range currently meaning it can be bumped up our bumped down between 60 and 66. I think the deal rightly or wrongly will indeed electrify wall street. Even though thats a lot of stock, dont be surprised if your brother says youre shut only, because i believe the big mutual funds will want to make this one a core position, grows fasters, ill fill you in on the details later, but for notice let me say ive been consistently recommending yahoo, assia hue is a huge shareholder on the company. More on that later, too, and im reiterating that stance. Yahoo can take the money from the ail i baba its still shares on the deal and theres plenty more behind it, and reinvent itself or buy back a gigantic amount of stock. Something its been doing very consistently all along the way. And its working. Either way, if you stay tuned, ill tell you what worries me about the ali baba, and its not a typical concern that youll hear voiced next week. How about tuesday . Talk about tell i graphed. Right on tuesday we get the launch of what could be a breakthrough devices for apple. Its always been the holy grail of retail, and a wider screen variant, part of the market that samsung has been dominant. Let me be clear about this. Okay . Im real el really urging you, i like apple, ive liked it forever. This is, however, an event that may have lost a lot of its surprise factor, and even if its wow factor because of news flow ahead of the media has been president clintone ee eclintone. After the close of tuesday, we get a key report, talk about a hot area, palo alto networks. I believe they have the most Sophisticated Software out there to stop attacks. Secondly the attacks continue, but i want to caution you not to overreact. Earlier this week in our fantasy football draft, i urged you to buy home depot right into the weakness, betting that its hacking problem would not result in a catastrophic situation for the retailer, sure new you have it bounced right back and then some. That said, the ceo has his share we only hear about the botched hackings, not the ones that are successful and ongoing, so bebe aware of the graphics nature as he sees it you want controversy . Hose about bets being placed furiously on Restoration Hardware which we rather from on wednesday. Williams sonoma obvious considered to be a restoration on the other hand we got the amazing quarter with home depot with big heres where i come out. This morning Aaron Reuben Stein bumped up his sell to a hold, in recognition there had been some recent positive developments that make him uncomfortable recommending investors short the stock. I always take notice of thinks kinds of bullish developments on the eve of announcements. I think that restoration could go much higher, i believe the company is infancy, and i like i like this idea of not being shorted ahead of the quarter. Speculators take note, i would buy deep in the money call options, just in case there is some shortterm glitch in the story, stemming from the too heavy cat loan shipment, and some of our inabilities to lift it, like mine. Its tough to recommend any stock at a 52week high, gull if we had an event and the world seems pretty crazy, right . That pulls down the whole market next week, you may want to pick up some kroger, the undervalued supermarket chain. Its ra terrific story. I at not recommending, not at all. I have backed away from it a while ago, but you know what . I think the deckers brands, which we met with yesterday . Has the best way to play the growth in yoga. And thats the yoga shoes that deckers is now selling. Remember, they invented the aerobics shoes, deckers hit a new high today. Still, you want to invest in a story that is yoga, i want you to think about deckers, not lu lu. I say new, because this is a darden without the underperforming red lobster change of stores. With the addition of now inhouse agitators. This could become more focused and just plain better operator. With a 4. 5 yield, i say darden could be a buy, but there would be fireworks at this meeting, so strap yourself in. Finally we get retail sales, you know what i think . Thats an interesting code to youre game plan, because i bet it will show strength, not weakness. The total reputation of the employment number with el got, so heres your bottom line. If you dont own apple, wait until after the meeting, because the hoopla has gotten crazy. This i about speculating on the longterm growth renovation hardware, and ill keep track of the big road show for alibaba, just for you. May i go to lynn in new york, please . Listen. Caller yes, its lynn. Biggest boo yaw from the bronx, jim. Bronx cheer, yeah, yankees have been good. Whats up . Caller yankees always doing good. Hey, listen, first of all, we love your high energy level. And we always keep your book right within reach. Thank you so much. Caller youre very welcome. You why surprised how few people are also checking the market at 3 30. Its embarrassing. Caller its amazing. Lets talk groupon, an amazing ipo . Yeah, i didnt im not going to give it the bronx cheer, but that last quarter was quite disappointinging. Ive got to see two quarters before i get behind it. I do thank you for your kind words. Lets go to lee in florida. Hey, jim, thanks for taking my call. I have been following basic centering services, since you did a segment in june. Really its pulled back a little, and im just curious if you like the stock. Oil is coming down, lee. Thats because of the stronger dollar. I respect that. I let oil come in, maybe holds 93, 92, these stocks come down, watch schlumberger. There is a stock i would start buying here. How about don in california . Don. Caller jim, booyah from california, original home of the fish taco and gateway to americas finest city. Don, ive got to tell you when they did the san oy fiwise people are telling me not to get behind it. San ofee is doing such a good jon with rejenneren, but people smarter than me are saying, jim, dont believe the hype. Next week is big earns. Why not wait until tuesdays announcement to pick some up . Consider speculating on Restoration Hardware. And the rest . Ill stay on top of it for you. On mad money tonight, the sea hack, r. Sherman 25 made swiss cheese of the packers last night, but im here to make sure your portfolio doesnt suffer the same fate. Ill show you how to play d. And why a bigtime tech ipo could be more dangerous to the rest of the market than anything going on overseas and how you can protect yourself. Even the best players can get tripped of sometimes. Make sure youre ready for any bumps in the road when we play am i diversified . Stick with cramer. Dont miss a second of mad money. Take and. Exhale. In. Aflac and a gentle wavelike motion. Aahhh ahhhhhh. Liberate your spine, ahhhahhhhhh aflac and reach, toes blossoming. Not that great at yoga. Yeah, but when i slipped a disk he paid my claim in just four days. Ahh four days . Yep. Find out how fast aflac can pay you, at aflac. Com. All week weve been playing fantasy football mad money style. The idea here, the reason i keep coming back to this fantasy football metaphor is i know that many of you spend ages fiddling with your fantasy lineup. You would be a much better investor, means you would likely make a lot more money in stocks. Dont get me wrong. I love my fantasy football league, also know as the shall lump league, but lets be honest, i love making money more, which is why i come out here every night to help you get better results though i did get a lot of money when i won the super bowl last year. Now, weve already drafted a good deal of our fantasy stock. Ive given you a couple tight ends, so tonight were going to fill out the rest of the team, starting with some defense and special team players, including, of course, a kicker. First of all, lets get you a defense. This is one area where managing football, and managing a stock portfolio have a lot in common. Its bruising, punishing business, totally essential, but often totally unsung. Theyre not the sexiest names, but if for some reason and we just get a not so hot although i naeem to do so two bad ones in a row, your defense stocks will be able to keep rallies. Thats how you protect your portfolio. Whose defense would i draft . Ive got a surprise for you. From my fantasy team, i like the rams defense, because the rams represent value. You have to pay up too much for the seahawks after last nights annihilation of the Green Bay Packers on nbc. Thats right. Defense can be too expensive, though i maybe no bones whatsoever of my ridiculous idolization of our sherman, underscore 25. Thats right. The best defender of our era, who by the way, of course, is always welcome on mad money. So im trying to get a fantastic defense without drafting one too high. Thats what we say in the league. What can i get for money that could pay off better than something that costs more . How about the companies that benefit from the Affordable Care act, especially the hospitals. Theyre defensive. When they were putting the legislation together, they pretty much helped write the darn bill. The government of, for and by the corporation. Hallelujah while you can argue about whether obamacare is helpful not my job no doubt its fantastic for the hospital stocks. As a business, hospitals have very high fixed costs. No matter how many patients they get, they still need to pay for the buildings and the staff. So when you get a big increase in the numb per of patients who can actually pay, that goes straight to the bottom line. This is the first year that the Affordable Care act is fully in effect with millions and millions of previously uninsured people now having health insurance. Thats proving to be fabulous for the hospital space. Mime favorite player in i like the biggest and the best. Hca. This darn stock still sells at a daunt to the s p 500. Thats prepose triers, same as the rams. Sure, theyve been kind of roaring with the hospital stocks, but crucially, because this is your portfolio of defense, theyll keep running regardless of how the economy is doing. Hca is the largest forprofit hospital chain in the country, 165 hoptsds. Its not just a shutdown defense. I think its going to score for you, which is truly what you must get out of a defense in a fantasy or reality portfolio of player. The quarter, my, it was fantastic. I think it will only get better from here. Next up, you need a kicker. A lot of people dont think kickers are that important. In a tight game, a good kicker with a strong special teams could be the difference between a win and a loss. Who makes a good kicker. Here i like the natural and organic plays that consistently make the numbers. This is and while the natural and organic supermarkets are facing way too much competition from the likes of kroger, or even walmart, for the companies that actually make organic and natural food, theyre seeing incredible demand i like Steven Gostkowski from the new england patriots. Its equivalent to organic family, whitewave foods. It gets 85 within the united states, and its most recent quarter was striven. Terrific. And up side, what other food company calm up with that. They go up like clockwork. My conviction . Im wearing a darn pats jersey, in honor of this pick. Thats hard to get me out of a eagles jersey. And im in fan of haush ka. And the greek gods, yogurt or many other bran. The thing about hain, is its been a consistent performer for years, line haushka. Had company is growing like a weed, expanding all over the globe. This is not just something thats happening in the u. S. And every supermarket in existence is trying to get in on this action, which is why the demand for hains is soaring, and why the stock which keeping rallying through the rest of the year, i think. I like phil dawson, consequenceant player. What company can match that level of consistent excellence . Maybe only one, chipotle. The mexican fascial casual chains, putting up truly staggering samestore sales location. Up 17. 3 in the last quarter, chipotle is on a oneman mission geren the food chain, and total tapped into the psyche the the demo. The Company Seems to deliver in a pinch. Dont worry that its already up 26 year to date, as we head into the end of the year Money Managers like to bank on winners, not loser. Pushing still higher through year end. Oh, and lets drop it all right with the pollo loco. We had a great run. If history is any guide, time to ring the registers on these restaurant i want pos, after they report their first quarter, you know what . Its too dicey to call going into the next one. I like to take a profit. No one ever got hurt doing so. For your fantasy football draft, i like the rams defense, which translates into hca. When it comes to kickers, its gostkowski. I want stephen hauschka, or phil dawson. Whitewave, hain celestia, and which i pot lace, a tryr trio of nflfrank in arkansas, frank. Caller hey, cramer asking about wonder if this is a hold or sell. No, im not into post holdings. I was hoping it could i was hoping at the a breakup situation where i usually like to buy the brokenup players, but at this point its been a disappointment. Im just not going there. Every portfolio needs Solid Defensive stocks and kickers to help. I like hca as a defensive place and whitewave, hain and chipotle. Much more after this, including a breakout star that could help turn your money fantasy into reality. Dont miss it. Then the company about to go public bigger than amazon and ebay combined. What it could do for your stocks and how you should prepare. Protect yourself from market swings, tonight when we play am i diversified . Stay with cramer. Where the reward was that what if tnew car smelledit card and the freedom of the open road . A card that gave you that im 16 and just got my first car feeling. Presenting the buypower card from capital one. Redeem earnings toward part or even all of a new chevrolet, buick, gmc or cadillac with no limits. So every time you use it, youre not just shopping for goods. Youre shopping for something great. Learn more at buypowercard. Com to fin off or mad money fantasy stock football draft, were going to focus on the sleeper picks, rookie players who could make a page difference. That means speculative names and freshfaced ipos, which is why we saved it to friday. I have two i want you to focus on. First off, my number one sleeper pick, brandon cooks, the rookie receiver from the saints, his stock equivalent alibaba, the Chinese Internet Company, its coming public later this month. Its a sleeper now, but it wont be starting next week when it starts its radio show to sell 320. 1 million shares at between 60 and 66 a share, but it could go much higher. Cooks and alibaba are both rookies. Neither one is really new to the scene. Cooks had a great career at oregon state. Alibaca has already become chinas top internet company, but theyre bot getting a chance to sip. Just like cooks which has a tremendous opportunity, quarterbacked by the great drew bruce, alibaba is incredible. Aung that market is growing as only 42 of Chinese People are active internet users, because the infrastructure is still being built out over there. And just 20 years old, Brandin Cooks is a lowrisk sleeper with huge up side. Alibaba has years and years of growth, especially if this el can tap into adjacent markets. Unless the pricing is ridiculously higher, saying it moves up dramatically, then i think you should try to get in on this deal. Not only is alibaba enormous, last year their sites processed 248 billion worst of transactions, more than amazon and ebay combined, which is growing like a weed. Last year the companys revenues increased by an astounding 62 . This year that number could be accelerating, plus because alibaba is not really a retailers, but more of a big online marketplace, people they simply take a cut that someone using their website, unlike amazon, which has razorthin margins alibaba is incredibly profitable. It has some of the best numbers of any company i follow. The growth here is absolutely astounding. I think it could be a runaway success. The only question is whether the hype has become so great that the bar could already be set high, but the legitimate chinese ipos have done pretty well. However, if alibaba sounds risky. Well within the realm of possibilities, thin yahoos stake would be worth 42 billion. Of course, theres aftertax concerns. Yahoo may not be the best company annual, once they start to monetize that position of which they are selling 21 million shares. I bet its higher still our second radiosie sleeper, the rookie running back for the titans, a relative unknown, but following as injury to his teammate in the preseason, his draft stock skyrocketed. You. Another Chinese Internet Company 146 year to date. Caught the markets attention. Vip shop is a chinese Online Discount retailer. If you like the sound, you should know that its growing more raptly growing. Driven by 139 and of 166 increase. Yes, it has earnings. Now youve been telling you. Its monster stock, some 25 since i recommended it back in may. Why is it still a sleeper. In honestly your guess is as good as mine, as the Interest Rates<\/a> to plummet, as almost always happens when we have a real employment shortfall. As the dow gained, and the nasdaq advanced, and bonds . They did nothing at all. Whats going on here, people . I think a couple things are happening. First this monthly survey does have its flawing, meaning it frequently is revised, and august has the history of being the most wrong month. I think we have a revision upwards when we see the next figures. Second, i think people are hearing too much empirical evidence, and from surveying involves construction. Thats why one of the strongest sectors today was retail. Totally counterintuitive. Im not going to asterisk this number, but i have to be skeptical and conclude theres something wrong with this one, because the market chose to ignore it, and im in agreement with the market. Plus as i write in get rich carefully never trust one number. It always takes two in a row, back to back, to change your mind about an economys direction. This time will be no different. What are we looking for next week . Whats the game plan . Monday, wow, it starts with an absolute bang. The bang of the details about the alibaba, ipo, the large of of all time, as the road shows, present of what this company is all about kicks off, what a production this will be. I will tell you weve got a 321 million Share Offering<\/a> coming at you with a price range currently meaning it can be bumped up our bumped down between 60 and 66. I think the deal rightly or wrongly will indeed electrify wall street. Even though thats a lot of stock, dont be surprised if your brother says youre shut only, because i believe the big mutual funds will want to make this one a core position, grows fasters, ill fill you in on the details later, but for notice let me say ive been consistently recommending yahoo, assia hue is a huge shareholder on the company. More on that later, too, and im reiterating that stance. Yahoo can take the money from the ail i baba its still shares on the deal and theres plenty more behind it, and reinvent itself or buy back a gigantic amount of stock. Something its been doing very consistently all along the way. And its working. Either way, if you stay tuned, ill tell you what worries me about the ali baba, and its not a typical concern that youll hear voiced next week. How about tuesday . Talk about tell i graphed. Right on tuesday we get the launch of what could be a breakthrough devices for apple. Its always been the holy grail of retail, and a wider screen variant, part of the market that samsung has been dominant. Let me be clear about this. Okay . Im real el really urging you, i like apple, ive liked it forever. This is, however, an event that may have lost a lot of its surprise factor, and even if its wow factor because of news flow ahead of the media has been president clintone ee eclintone. After the close of tuesday, we get a key report, talk about a hot area, palo alto networks. I believe they have the most Sophisticated Software<\/a> out there to stop attacks. Secondly the attacks continue, but i want to caution you not to overreact. Earlier this week in our fantasy football draft, i urged you to buy home depot right into the weakness, betting that its hacking problem would not result in a catastrophic situation for the retailer, sure new you have it bounced right back and then some. That said, the ceo has his share we only hear about the botched hackings, not the ones that are successful and ongoing, so bebe aware of the graphics nature as he sees it you want controversy . Hose about bets being placed furiously on Restoration Hardware<\/a> which we rather from on wednesday. Williams sonoma obvious considered to be a restoration on the other hand we got the amazing quarter with home depot with big heres where i come out. This morning Aaron Reuben Stein<\/a> bumped up his sell to a hold, in recognition there had been some recent positive developments that make him uncomfortable recommending investors short the stock. I always take notice of thinks kinds of bullish developments on the eve of announcements. I think that restoration could go much higher, i believe the company is infancy, and i like i like this idea of not being shorted ahead of the quarter. Speculators take note, i would buy deep in the money call options, just in case there is some shortterm glitch in the story, stemming from the too heavy cat loan shipment, and some of our inabilities to lift it, like mine. Its tough to recommend any stock at a 52week high, gull if we had an event and the world seems pretty crazy, right . That pulls down the whole market next week, you may want to pick up some kroger, the undervalued supermarket chain. Its ra terrific story. I at not recommending, not at all. I have backed away from it a while ago, but you know what . I think the deckers brands, which we met with yesterday . Has the best way to play the growth in yoga. And thats the yoga shoes that deckers is now selling. Remember, they invented the aerobics shoes, deckers hit a new high today. Still, you want to invest in a story that is yoga, i want you to think about deckers, not lu lu. I say new, because this is a darden without the underperforming red lobster change of stores. With the addition of now inhouse agitators. This could become more focused and just plain better operator. With a 4. 5 yield, i say darden could be a buy, but there would be fireworks at this meeting, so strap yourself in. Finally we get retail sales, you know what i think . Thats an interesting code to youre game plan, because i bet it will show strength, not weakness. The total reputation of the employment number with el got, so heres your bottom line. If you dont own apple, wait until after the meeting, because the hoopla has gotten crazy. This i about speculating on the longterm growth renovation hardware, and ill keep track of the big road show for alibaba, just for you. May i go to lynn in new york, please . Listen. Caller yes, its lynn. Biggest boo yaw from the bronx, jim. Bronx cheer, yeah, yankees have been good. Whats up . Caller yankees always doing good. Hey, listen, first of all, we love your high energy level. And we always keep your book right within reach. Thank you so much. Caller youre very welcome. You why surprised how few people are also checking the market at 3 30. Its embarrassing. Caller its amazing. Lets talk groupon, an amazing ipo . Yeah, i didnt im not going to give it the bronx cheer, but that last quarter was quite disappointinging. Ive got to see two quarters before i get behind it. I do thank you for your kind words. Lets go to lee in florida. Hey, jim, thanks for taking my call. I have been following basic centering services, since you did a segment in june. Really its pulled back a little, and im just curious if you like the stock. Oil is coming down, lee. Thats because of the stronger dollar. I respect that. I let oil come in, maybe holds 93, 92, these stocks come down, watch schlumberger. There is a stock i would start buying here. How about don in california . Don. Caller jim, booyah from california, original home of the fish taco and gateway to americas finest city. Don, ive got to tell you when they did the san oy fiwise people are telling me not to get behind it. San ofee is doing such a good jon with rejenneren, but people smarter than me are saying, jim, dont believe the hype. Next week is big earns. Why not wait until tuesdays announcement to pick some up . Consider speculating on Restoration Hardware<\/a>. And the rest . Ill stay on top of it for you. On mad money tonight, the sea hack, r. Sherman 25 made swiss cheese of the packers last night, but im here to make sure your portfolio doesnt suffer the same fate. Ill show you how to play d. And why a bigtime tech ipo could be more dangerous to the rest of the market than anything going on overseas and how you can protect yourself. Even the best players can get tripped of sometimes. Make sure youre ready for any bumps in the road when we play am i diversified . Stick with cramer. Dont miss a second of mad money. Take and. Exhale. In. Aflac and a gentle wavelike motion. Aahhh ahhhhhh. Liberate your spine, ahhhahhhhhh aflac and reach, toes blossoming. Not that great at yoga. Yeah, but when i slipped a disk he paid my claim in just four days. Ahh four days . Yep. Find out how fast aflac can pay you, at aflac. Com. All week weve been playing fantasy football mad money style. The idea here, the reason i keep coming back to this fantasy football metaphor is i know that many of you spend ages fiddling with your fantasy lineup. You would be a much better investor, means you would likely make a lot more money in stocks. Dont get me wrong. I love my fantasy football league, also know as the shall lump league, but lets be honest, i love making money more, which is why i come out here every night to help you get better results though i did get a lot of money when i won the super bowl last year. Now, weve already drafted a good deal of our fantasy stock. Ive given you a couple tight ends, so tonight were going to fill out the rest of the team, starting with some defense and special team players, including, of course, a kicker. First of all, lets get you a defense. This is one area where managing football, and managing a stock portfolio have a lot in common. Its bruising, punishing business, totally essential, but often totally unsung. Theyre not the sexiest names, but if for some reason and we just get a not so hot although i naeem to do so two bad ones in a row, your defense stocks will be able to keep rallies. Thats how you protect your portfolio. Whose defense would i draft . Ive got a surprise for you. From my fantasy team, i like the rams defense, because the rams represent value. You have to pay up too much for the seahawks after last nights annihilation of the Green Bay Packers<\/a> on nbc. Thats right. Defense can be too expensive, though i maybe no bones whatsoever of my ridiculous idolization of our sherman, underscore 25. Thats right. The best defender of our era, who by the way, of course, is always welcome on mad money. So im trying to get a fantastic defense without drafting one too high. Thats what we say in the league. What can i get for money that could pay off better than something that costs more . How about the companies that benefit from the Affordable Care<\/a> act, especially the hospitals. Theyre defensive. When they were putting the legislation together, they pretty much helped write the darn bill. The government of, for and by the corporation. Hallelujah while you can argue about whether obamacare is helpful not my job no doubt its fantastic for the hospital stocks. As a business, hospitals have very high fixed costs. No matter how many patients they get, they still need to pay for the buildings and the staff. So when you get a big increase in the numb per of patients who can actually pay, that goes straight to the bottom line. This is the first year that the Affordable Care<\/a> act is fully in effect with millions and millions of previously uninsured people now having health insurance. Thats proving to be fabulous for the hospital space. Mime favorite player in i like the biggest and the best. Hca. This darn stock still sells at a daunt to the s p 500. Thats prepose triers, same as the rams. Sure, theyve been kind of roaring with the hospital stocks, but crucially, because this is your portfolio of defense, theyll keep running regardless of how the economy is doing. Hca is the largest forprofit hospital chain in the country, 165 hoptsds. Its not just a shutdown defense. I think its going to score for you, which is truly what you must get out of a defense in a fantasy or reality portfolio of player. The quarter, my, it was fantastic. I think it will only get better from here. Next up, you need a kicker. A lot of people dont think kickers are that important. In a tight game, a good kicker with a strong special teams could be the difference between a win and a loss. Who makes a good kicker. Here i like the natural and organic plays that consistently make the numbers. This is and while the natural and organic supermarkets are facing way too much competition from the likes of kroger, or even walmart, for the companies that actually make organic and natural food, theyre seeing incredible demand i like Steven Gostkowski<\/a> from the new england patriots. Its equivalent to organic family, whitewave foods. It gets 85 within the united states, and its most recent quarter was striven. Terrific. And up side, what other food company calm up with that. They go up like clockwork. My conviction . Im wearing a darn pats jersey, in honor of this pick. Thats hard to get me out of a eagles jersey. And im in fan of haush ka. And the greek gods, yogurt or many other bran. The thing about hain, is its been a consistent performer for years, line haushka. Had company is growing like a weed, expanding all over the globe. This is not just something thats happening in the u. S. And every supermarket in existence is trying to get in on this action, which is why the demand for hains is soaring, and why the stock which keeping rallying through the rest of the year, i think. I like phil dawson, consequenceant player. What company can match that level of consistent excellence . Maybe only one, chipotle. The mexican fascial casual chains, putting up truly staggering samestore sales location. Up 17. 3 in the last quarter, chipotle is on a oneman mission geren the food chain, and total tapped into the psyche the the demo. The Company Seems<\/a> to deliver in a pinch. Dont worry that its already up 26 year to date, as we head into the end of the year Money Managers<\/a> like to bank on winners, not loser. Pushing still higher through year end. Oh, and lets drop it all right with the pollo loco. We had a great run. If history is any guide, time to ring the registers on these restaurant i want pos, after they report their first quarter, you know what . Its too dicey to call going into the next one. I like to take a profit. No one ever got hurt doing so. For your fantasy football draft, i like the rams defense, which translates into hca. When it comes to kickers, its gostkowski. I want stephen hauschka, or phil dawson. Whitewave, hain celestia, and which i pot lace, a tryr trio of nflfrank in arkansas, frank. Caller hey, cramer asking about wonder if this is a hold or sell. No, im not into post holdings. I was hoping it could i was hoping at the a breakup situation where i usually like to buy the brokenup players, but at this point its been a disappointment. Im just not going there. Every portfolio needs Solid Defensive<\/a> stocks and kickers to help. I like hca as a defensive place and whitewave, hain and chipotle. Much more after this, including a breakout star that could help turn your money fantasy into reality. Dont miss it. Then the company about to go public bigger than amazon and ebay combined. What it could do for your stocks and how you should prepare. Protect yourself from market swings, tonight when we play am i diversified . Stay with cramer. Where the reward was that what if tnew car smelledit card and the freedom of the open road . A card that gave you that im 16 and just got my first car feeling. Presenting the buypower card from capital one. Redeem earnings toward part or even all of a new chevrolet, buick, gmc or cadillac with no limits. So every time you use it, youre not just shopping for goods. Youre shopping for something great. Learn more at buypowercard. Com to fin off or mad money fantasy stock football draft, were going to focus on the sleeper picks, rookie players who could make a page difference. That means speculative names and freshfaced ipos, which is why we saved it to friday. I have two i want you to focus on. First off, my number one sleeper pick, brandon cooks, the rookie receiver from the saints, his stock equivalent alibaba, the Chinese Internet Company<\/a>, its coming public later this month. Its a sleeper now, but it wont be starting next week when it starts its radio show to sell 320. 1 million shares at between 60 and 66 a share, but it could go much higher. Cooks and alibaba are both rookies. Neither one is really new to the scene. Cooks had a great career at oregon state. Alibaca has already become chinas top internet company, but theyre bot getting a chance to sip. Just like cooks which has a tremendous opportunity, quarterbacked by the great drew bruce, alibaba is incredible. Aung that market is growing as only 42 of Chinese People<\/a> are active internet users, because the infrastructure is still being built out over there. And just 20 years old, Brandin Cooks<\/a> is a lowrisk sleeper with huge up side. Alibaba has years and years of growth, especially if this el can tap into adjacent markets. Unless the pricing is ridiculously higher, saying it moves up dramatically, then i think you should try to get in on this deal. Not only is alibaba enormous, last year their sites processed 248 billion worst of transactions, more than amazon and ebay combined, which is growing like a weed. Last year the companys revenues increased by an astounding 62 . This year that number could be accelerating, plus because alibaba is not really a retailers, but more of a big online marketplace, people they simply take a cut that someone using their website, unlike amazon, which has razorthin margins alibaba is incredibly profitable. It has some of the best numbers of any company i follow. The growth here is absolutely astounding. I think it could be a runaway success. The only question is whether the hype has become so great that the bar could already be set high, but the legitimate chinese ipos have done pretty well. However, if alibaba sounds risky. Well within the realm of possibilities, thin yahoos stake would be worth 42 billion. Of course, theres aftertax concerns. Yahoo may not be the best company annual, once they start to monetize that position of which they are selling 21 million shares. I bet its higher still our second radiosie sleeper, the rookie running back for the titans, a relative unknown, but following as injury to his teammate in the preseason, his draft stock skyrocketed. You. Another Chinese Internet Company<\/a> 146 year to date. Caught the markets attention. Vip shop is a chinese Online Discount<\/a> retailer. If you like the sound, you should know that its growing more raptly growing. Driven by 139 and of 166 increase. Yes, it has earnings. Now youve been telling you. Its monster stock, some 25 since i recommended it back in may. Why is it still a sleeper. In honestly your guess is as good as mine, as the Discount Retail<\/a> market in china is usually underpenetrated. They have no equivalent of t. J. Max or ross stores over there. The [ s and mortar doesnt exist in china. They own the they have embraced mobile, which now and i think the stock keeping running for the rest of the years, just to show their Investors Show<\/a> how smart they are, not only did i know about alibaba, i have vipshop. For fantasy stock football, i like the soon to become public alibaba and vip shop, two chinese plays that should and whats with the celek jersey . I think hes this sundays sleeper, the guy who has one of the largest aftercatch yardage in the league, plus it fits me better than all the other 20 jerseys that i have. Mike in connecticut. Mike . Caller booyah, cramer. Booyah mike. Caller i have a question about plug power. It sounded like they had a report amount of earnings, but the stock went down. Let be careful. You know, plug is actually not profitable, okay its a speculative story that i have not liked for some time and im not going to deviate. I think when you have that kind of run, youve got to have profits, you have to have profits like vip shot to make me feel better. Rookie players can make a major different in the field. In stock terms that means spec names. That means considering drafting alibaba and vip shop maybe on a pullback and for my entire portfolio, we had to madmoney. Cnbc. Com. Forget the wars in the middle east, forget the fed, forget the biggest threats to the stock market. None of those, it may be the alibaba deal itself. Find out how you need to prepare. Then with the stock market goes to alltime highs, make sure you are protected. Plus the lightning round, just ahead. Stick with cramer. From 2000 to 2011, on average 17 manufacturers a day shut down in america. Theres no reason we cant manufacture in the united states. Here at timbuk2, we make more than 70,000 custom bags a year, right here in san francisco. We knew we needed to grow internationally, we also knew that it was much more complicated to deal with. I cant imagine having executed what weve executed without having citi side by side with us. Their global expertise was critical to our International Expansion<\/a> into asia, into europe and into canada. So today, a customer can walk into our store in singapore, will design a custom bag and that customer will have that American Made<\/a> bag within a few days in singapore. Citi has helped us expand our manufacturing facility; the company has doubled in size since 2007. If it can be done here in san francisco, it can be done anywhere in america. Tonight i want to challenge you to make sure your portfolio lineup is in fighting shape. Have you drafted too many cats . Put too many industrials in the field . Make sure you have the best starting lineup. How do you do that . Of course diversification. Lets kick it off with john in california. Whats you said . Caller a booyah jim, in vacaville, sacramento valley. I love sacramento. Caller i have cvss. Cemex, Philip Morris<\/a>. Gilead, and my new one is aeo, American Eagle<\/a> outfitters. I respect specs, we know that, but we call them specs on this show. American eagle outfitters. Thats a retailing spec, all right . Cvs, one of the great drug story chains, its done so well. I love the ceo the Philip Morris<\/a> international. It does quite well. I prefer altria for the yield. Gilead, dont worry about it, things are still on track with that, and cemex, weve been recommending that, construction, drug, bako, drugstore, different from drug, and retail. Im blessing it. Lets go to ralph in pennsylvania. Ralph . Caller how are you doing . All right. How are you . Caller okay. Im in florida right now, but looking at properties. Why, i mostly want to know if im diversified. I have a lot in new York Mortgage<\/a> trusts, quite a bit in agnc, arr, w. I. N. , when is windstream, and cmo. They all are high different stocks. Between 9 and 14. Right. Heres my problem. Ive got to tell you, these all trade together. And as far as im concerned, i dont trust any of them windstream i do, but even there i dont like the catch flows. I have to throw back everything other than windstream. Theyre yield plays. I think theyre dangerous. I would far more prefer to see, honestly, why not see a Kinder Morgan<\/a> or a royal dutch . Lets make changes with yield that we can trust, not yield thats all undiversified, i dont ralphs a man, but this is the least diversified ive seen since we started the show nine years ago. Hey, ive got to call them as i see them. Its not about friends, but about money. Renato in pennsylvania. Caller thank you for taking my call. How are you . Im real good on the eve of this weekends unbelievable Philadelphia Eagles<\/a> game. Im fine, whats you have . Caller i wanted to see if i was diversified. It consists of number one apple. Im way over the 20 mark on apple now, so i need some suggestions. That happens when a stock is that great. Caller ebay, southwest, facebook, and salesforce. Com. Oh, man. Weve got some problems here too. Tlisk airline, apple, youve got to go theres rules here. We follow the rules. Ebay we could do anymore, because paypal will be in direct competition with apple. Well get rid of ebay. Facebook no, i cant make exceptions. I said Kinder Morgan<\/a> for salesforce, mark, ive got to do these kinds of things, and royal dutch for facebook. By the way, facebook very big position in my charitable trust, but diversification is key, and i need to drill it home, even if it means trimming back fogs that i like. Thats just whats done. Its called discipline. Mad money is after the break. [ bell rings ] hi michael looking good trying to keep up with you i told my producer karen that i take metamucil because it helps me feel fuller between meals. Its just one small change that can help lead to good things. Now shes breaking up with the vending machine. Nope. I call that the meta effect. [ female announcer ] 4in1 multihealth metamucil now clinically proven to help you feel less hungry between meals. And promotes heart health. Experience the meta effect with our new multihealth wellness line and see how one small change can lead to good things. Its time for the lightning round. And then when the round is over, are you ready skeedaddy . Were going to start with hiky in new york. Caller booyah, jim. Just wanted to say washington could use some help, so im hoping to see a boost on the ballot for 2016, if possible. Youre very kind. Not going to happen, but go ahead. Caller my stock is freeport mcmoran. This is one of those stocks sometimes you have to buy stock thats not in favors. Stephanie link and i preach this. We know its not in favor. We want to own a copper stock in case china turns around. Its got a good yield, but were buying it slowly in stage. Doug, in florida, douglas. Caller a big shoutout. A question about pharmaceuticals stock. Go ahead. About texmira pharmaceutical. I think theyre played out. I just think this stock has had its day. I hope everybodys cured from this, but i dont think this stocks dr youre late to the stock is the way i would say it. Frank in new york, frank. Caller yeah, hi, how are you doing . Real good. How about you . Caller excellent, im curious about activision. You know, i like it, but my favorite at these levels is taketwo. How much do i like what is going on at take two . Well, ill tell you, it was downgraded from a buy to a hold, and yet it still went higher, well done. Lets go to mark in tennessee. Mark . Booyah, jim. Caller my stock is esp. Earlier i referenced freeport, you know, that stock is out of favor. We are do the exact same thing with esv. The quarter was good. Nobody cares. I like it. I like to bottom fish sometimes. Esv is my bottom fish. Michael in pennsylvania. Caller a big pennsylvania booyah to you, mr. Cramer. A lot of steeler other eagle fans. Back to you. Whats going on . Thank you and your staff. I wanted your thoughts on te i thought summer sheffields company would be doing better, but with oil coming down, everybody is freaking out and dumping oil stocks. I say you want to be a buyer, not a seller. Royal dutch, i like that. I like defensive oil right now. Alan in florida, alan . Kl biodelivery sciences, were seeing changes at the fda about how fda painkillers are scheduled im not going to disagree. Ive been playing with that gw pharma, but this is a good spec. Please remember it is a spec, and nothing more. That, ladies and gentlemen is the conclusion of the lightning round. The lightning round is sponsored by its time, time for the lightning round [ laughter ] all right. Here we go. House of pain. Now its september which means its time to say goodbye to summer and say hello to football. [ whistle blowing ] whoa. All week well be drafting my portfolio. Hence while im wearing this getup. Okay. The market is giving you mixed signals, which is why you need a running back to take you the distance. Should i put on my eagles helmet . Kyle . Ive won the mad money League Super Bowl<\/a> twice in a low, and im looking to threepeat. [ static ] kind of a big head here. Stick with cramer. Big business overnight . Like, really big. Then expanded . Or their new product tanked . Or not . What if they embrace new technology instead . Imagine a companys future with the future of trading. Company profile. A Research Tool<\/a> on thinkorswim. From td ameritrade. Cozy or cool . Exactly the way you want it. Until boom, its bedtime your mattress is a battleground of thwarted desire. Enter the sleep number bed. Right now, all beds are on sale. Hes the softy. His sleep number setting is 35. Youre the rock, at 60. And snoring . Sleep numbers even got an adjustment for that. You can only find sleep number at a sleep number store. Head in for the final days of the biggest sale of the year. All beds on sale, with mattresses starting at 599. 99. Ends sunday. Know better sleep with sleep number. Having a perfectly nice day, when out of nowhere a pickup truck slams into your brand new car. One second it wasnt there and the next second. Boom youve had your first accident. Now you have to make your first claim. So you talk to your Insurance Company<\/a> and. Boom youre blindsided for a second time. They wont give you enough money to replace your brand new car. Dont those people know youre already shaken up . Liberty mutuals new car replacement will pay for the entire value of your car plus depreciation. Call and for drivers with accident forgiveness, Liberty Mutual<\/a> wont raise your rates due to your first accident. Switch to Liberty Mutual<\/a> insurance and you could save up to 423 dollars. Call Liberty Mutual<\/a> for a free quote today at see Car Insurance<\/a> in a whole new light. Liberty mutual insurance. Wheres all the money going to come from . What has to be sold in order to meet the supply generated by all the initial Public Offerings<\/a> in the hopper. Thats what im most concerned about right now when it comes to the direction of this market. Im concerned about it, because everyone else i know is worried about everything else, from isis to ukraine to chinese trade wars to a too easy fed to a potential reckless european initial bank to a bottom in Interest Rates<\/a>. I dont like to worry about what everyone else is worrying about, thats counterproductive for me, and for you, by the way. Plus these fears are often discounted into the market, because everyone is so vocal about them. No,i it is newfound supply of stock thats gotten me most nervous. I believe that the upcoming ipo could be a big win in order to anticipate vlgs most of the big mutual funds are going to have to sell Something Else<\/a> to take in some stock much the chinese internet giant. One of the oddities of this amazing bullmark. Bull market is that it doesnt draw in new dollars. It putters along without any real fuel. Those have been huge sources of capital, but what i call the overthe trance many money, the money regularly committed by individuals to stock picking mutual funds isnt arriving as i thought it would. Tiny amounts. When money does come in, it usually finds its way into the hands of etfs or index funds which arent by their own charter going to be able to buy ali baba. The funds that would be willing to buy alibaba are the ones that own especially the internet companies. These funds typically dont have a lot of catch on hand. I get it cash has real hind drans for the so i suspect that these mutual funds will sell apple, google, facebook, and other fabulous tech winners to fund their ali baba purchasing. If it were only the need to raise cash for the ipo, i would be less concerned, but as Renaissance Capital<\/a> told usa today this morning, ipo Fund Raisings<\/a> are up 46 , but despite the circumstances, its been the most money raised from ipos since the nasdaq bubble burst in 2000, a comparison thats already being made as witnessed the headline alibaba ipo revive, again, you could argue so what . If you sold stocks because of that kind of comparison anytime this year, youre already regretting it. However, its what comes after alibaba that has me most worried. A host of deals that could have valuationses each north of 10 billion. Companies like airbnb, dropbox and box, two competitive deafa stories, the algorithmic mutual funds might have to come up with as much as 75 billion, maybe even more. Hey, 75 billion that these funds donnell have lying around. Even more stock will have to be sold with similar profiles. I know that these companies are a heck of a lot bers. But thats not the point. We could see declining valuations of existing companies wholly apart from the fundamentals. Supply overwhelming demand. Look, we saw that happen in march of this year when the market was overwhelmed with new supply, and many of the higher valued technology and biotech stocks have never recovered to the preswoon levels. It is a real issue. I dont hear enough people fretting about it. So let me just add it to your litany of worries that could be minimized in part because while a fedinspired spike in Interest Rates<\/a> that so many still expect even at todays surprisingly tepid employment number can certainly slay a bull. An abundance of supply can also put real hurt to this market as remarkable animal spirits. Stick with cramer. [ male announcer ] andrew. Rita. Sandy. Meet chris jackie joe. Minor damage, or major disaster, when you need us most, were there. State farm. Were a force of nature, too. A word about alibaba. What matters is where it prices. If its down at the end of the range, i will be excited about it. If it goes up and up and up, i will be like facebook in that first deal. Ill say listen, its too high. It depends on price, people. Thats the way this business works. Id like to say theres always a bull market somewhere. Bull market somewhere. I pro a hightech control room. He is looking at everything thats going on here. Railroad cars hauling urgent cargo. Get it into a railcar as fast as we can. On a mission to create the worlds most popular brew. We have a presence in over 80 countries. Its a cultural icon a bubbling legend. Probably the most recognized beer label in the world. An ultimate beer from the ultimate factory budweiser","publisher":{"@type":"Organization","name":"archive.org","logo":{"@type":"ImageObject","width":"800","height":"600","url":"\/\/ia800906.us.archive.org\/0\/items\/CNBC_20140905_220000_Mad_Money\/CNBC_20140905_220000_Mad_Money.thumbs\/CNBC_20140905_220000_Mad_Money_000001.jpg"}},"autauthor":{"@type":"Organization"},"author":{"sameAs":"archive.org","name":"archive.org"}}],"coverageEndTime":"20240620T12:35:10+00:00"}

© 2025 Vimarsana