Transcripts For CNBC Mad Money 20160212 : vimarsana.com

Transcripts For CNBC Mad Money 20160212

Be able to focus on earn ings during earn ings season . Suffice it to say the cross currents of the fed play hamlet, to hike or not to hike, thats the question. Oil tried to find any footing and we seem to have still one more banking crisis but over there, not here, all combining to mass what turned into a deevent herbings season. Lets accept the fact that well have to listen to what individual kpaens say and when the market calms down which it does because this, too, shall pass we can figure out whats cheap based on what they told us. Thats what we have been doing with the charitable trust, filing away good stories, letting them come down to our levels where they are gifts and not of the trojan horse variety while we wait for boxes to be checked off to show us the landscape will at last be kinder to the bulls than the bears. With that in mind whats on tap for next week . After the remembrance of two dynamite president s, the guy on the one and the five, we get reports from hormel foods. Hormel, the Company Behind spam thats remaking itself as a high growth food play. I want to be careful. The stock is on a tear around its all time high selling at 30 times earnings. This is a food company. Hormel made very smart acquisitions including the Applegate Farms that really panned out. We also care about zoetis. Not just because it is the premier Animal Health company. We are in a strange moment where people need to consider not just what a company does or how it does but also who owns the shares in it. Right now zoetis is in a group of sell rs and short sellers banging it down because a recent look at the Shareholder Base shows Pershing Square capital owns 8. 4 of the company with 41 million shares and some are concerned the fund which is really under performed may have to sell the stock in order to raise capital. We have no idea if thats true. We have no idea if the manager of Pershing Square has to be a poor seller. If you read confessions of a street addict its Standard Practice for hedge funds to shoot at you when wounded. That happened to me. I think thats why the stock is a pawn in this big game and is under performing even though its business is perform ing amazingly. Another factor to consider. Yesterday pepsico reported a terrific quarter. A reminder of how good the business is. Cocacola had a good quarter, too. The standout in the business the whole time has been dr. Peppersnapple. That story will continue when the Company Reports wednesday morning. We hear from two companies with stocks hammered. Priceline and tmobile. I think they are due for a bounce. People believe its slowed. The strong dollar and crushed priceline but expa peexpedia s travel is alive an well. You can wait until after the quarter to buy priceline because it gets slammed no matter what they say. Kind of like auto zone does. Tmobile got it here. People want to own verizon which is one of my favorite stocks of the market. I bet john ledger the magenta shirt wearing ceo of tmobile keeps it going and it is a buy. The volatility makes it a better buy after the quarter because things are crazy. Next up, noble energy. Get this. Its one of the best ones and it brutally slashed the Quarterly Dividend by 44 last month. Hmm. I want to hear what they have to say when they report wednesday morning. Noble has had a vision for where oil and gas can do. In the first three months of 1986 crude plunged down. 28 to 10. Does noble worry about that scenario . They have been around. I just them. Well find out. After the close wednesday well listen to barrick gold. Every portfolio should own gold as insurance against chaos. I favor bullion and the gld, the gold etf. I like rangold. We have had them on multiple times. Barrick had a monster move this year. Not one of my favorites but it may not be enough if the price of gold goes higher. This was in the 50s when precious metal was hitting north of 1800 dollars five years ago. Thursday, this is tricky. Its walmart. Be ready for what could happen with walmart. This company reset expectations so low last time the company could meet the numbers. In the interim it sports a 3 yield. Walmart is tough to turn around with amazon all other you. If the market can take walmart down to the point its giving you 3. 5 to 4 yield you have to buy it at 5 . Im putting my faith in Doug Macmillan as i know the turn around isnt yet at hand. Why would we want to get ahead of it . Because of mcdonalds. Remember when Steve Easterbrook came . It was at 93. You missed 20 points of upside if you waited. Thats where walmart might be now. I have something for you. Six flags. It has a 5 yield. Company reports next thursday. What a terrific situation. Six flags is one of the finest plays on lower gasoline an n the staycation and the company has terrific management. The only thing possible is kre dar fair, fun. I like them both. Finally on friday we have been getting reports from two Great Companies and the market has turned again. The tractor anding is cult Equipment Company and vf corp. You wear the clothes. Thats north face. The agriculture cycle is in the doldrums. Vf corp. , call me intrigued. It has a habit of trading down after it reports. I think we can get an opportunity if this one trades down to a 3 yield. Notice i mentioned yield over and over again. Treasury rates are so low they are almost uninvestable. I gave you bond Market Alternatives and the prices where they intrigue me. I want to use the weakness from rumors of german and french bank nailers to buy stocks that have nothing to do with those problems. And also pay you to wait for better times. Tom in pennsylvania. Tom. Caller how you doing, jim . In view of the recent declines in the stock market and some of the Central Banks talking about negative Interest Rates do you feel owning physical gold and silver is a good hedge against significantly more declines . Yes, i do. Particularly why keep your money in a bank and not earn anything when you can buy gold. I have liked gold for a long time. Im not a fan of silver. The technician at the streets real money has had a bead on gold. He said its not done going higherer. Laura in florida. Laura. Caller hey, jim. Two quick questions. Sure. Caller future for the company and do you see any indicated for a future stock split . Which stock is that . Caller equifax. Oh, geez. Thats a good company. Holy cow. I have been saying thats like financial lite. People love that company. I dont know if it will split but the earnings are good. I like this situation. Paul in new york. Paul. Caller hi, jim. How are you . Im okay, paul. How about you . Caller not bad. Heres my question regarding mobileeye. They signed with volkswagen already. This market is expected to go from anywhere from 11 billion to 200 billion in the next eight years. Do you think it is a good longterm investment . You know what . I think it could be commoditized. The technology is great. The israeli scientists have done a remarkable job. Its not a gimmick or a game. It is a high flying stock thats not been able to find its footing and i will tell you it doesnt yet become a good investment even here. Face it. Yield, yield, and then yield. There. That makes eight times i have said it so far tonight. Still not enough. Dividend and conquer. Make sure you look at the quality yield players not like oil. On mad today a look at the future of more than your smart phone with the ceo of verizon. He has a timeline for the next step forward in wireless technology. It may be happening sooner than you think and one of the most popular toys on the market today has nothing do with star wars. Im letting you in on the business of shopkins. And a vital metric to navigate with the wild market. So stick with cramer. Announcer 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. Miss something . Head to madmoney. Cnbc. Com. At ally bank, no branches equals great rates. Its a fact. Kind of like social media equals antisocial. Hey guys, i want you to meet my fiancee, denise. Hey. Good to meet you dennis. Because you cant beat zero heartburn i take prilosec otc each morning for my frequent heartburn ahhh the sweet taste of victory prilosec otc. One pill each morning. 24 hours. Zero heartburn. Look, i know it is a show about stocks. Every now and then it is worth checking in with privately Held Companies that can give us a read on their industry. Tonight ahead of the 2016 toy fair that starts this weekend in new york city we are going off the tape with moose toys. The australian Company Behind shopkins which is the it toy at the moment. These toys are a collection of collectibles and miniature cute versions of boring everyday items you could find in a store. These things have been flying off the shelves. The brand has been licensed for merchandise including apparel, bedding and games and there is a Shopkins Youtube channel. How does a Company Create this. The chairman and coceo of moose toys. Welcome to mad money. Good to see you, sir. Thanks for having me on board. I have to ask. Giant Companies Like disney spend billions to build brands. Who are you guys . We are an Australian Company based inle melbourne. We distribute to 80 companies around the world. We have had huge success with shopkins. Arts and crafts, boys and girls. Just creating innovative products. How big are you now in america . Very big. We grew 100 last year and the previous year. January this year we are double again on last year. Unbelievable growth. Can we get close to this . Im asking for a closeup. These are little pockets, scissors . What am i missing here . Youre not missing anything. Its a variety of Little Creatures and characters. I have seen them on ebay for a hundred and some a thousand. Thousands. Thats correct. Theyre not edible or anything . No, no. We finished this year at number six toy company in america. Growing from number 23 last year. We are the only nonpublic company thats done well. The only Foreign Company oh than that cracked the top ten. We hope to be number five this year. This is the number one. The growth is phenomenal. We were trading the stock of coleco. Why not make a fortune . Why not come public and kamtlize on it . We tried. I have been public before. We are a big company. We are very happy continuing to develop innovative products. The ipo, never say never. At this stage we are happy doing what we are doing growing in america. This youtube channel. How many people watch it . We have had summing up all the youtube views we have had about a billion views. A billion. Yeah. Are you willing to reveal what your next toy is and whether it is presold . We have a lot of people watching, of course. Yeah. On top of what we have already established for the rest of the year in america we have five new programs, all being placed for the majors already. They have . Full support. Im hasbro watching the show. I know theyre watching. Why cant someone say i want to make shop minis. Thats indemiracle in the industry. We found out in january virtually every other toy company has a girls collectible. How are they doing . I have no idea. We are growing so rapidly with our new innovations no one has seen except the majors and we believe we can maintain this. Im rooting for david. Theyre goliath. David stul, chairman andco ceo of moose toys. We have had an absolutely hideous start to 2016. That doesnt mean every stock is selling off. Some are doing well. Look at the stock of verizon. This is hitting around near the 52week high as the yield is a magnet for investors seeking refuge from the fixed income market. There is more to the story than whats here. The company is invest ing in technology and dropped some interesting hints about dipping its toe further into the segmented content game by acquiring yahoo . At the right price marrying assets with aol under tim armstrongs leadership would be good for inves tors. Wow. I think you need to be aware of whats on the horizon for this company. I sat down for round two with verizon ceo from cnbc one market in San Francisco. Next year, talk super bowl and how i will watch it and what it means to be verizon and the nfl. Yeah. We are actually doing two stadiums right now. Houston is next year. Minneapolis is the year after that. Let me do this in the context of 5g. The hand set you used today delivers about 5 to 10 me ga bits of throughput. We are testing now the service we should be able to provide in one of those super bowls will do a giga bit to your hand set. 200 times more. One example and the nflle is a terrific partner here. We can experiment with these things. But think about the ability to take your hand set into the stadium. You watch a play. You can then rewind and look again. Make your own highlight reel. You can spin the view around and come at the play from a different camera all together. You are talking about something within our lifetime. It will be in the next few years literally. This technology exists today. Sometimes you see it on the big tv shows. We can deliver that to your hand set. With a product like go 90, our mobile video app you can do a clip and share. As you run that replay, you can touch the screen, cut it, touch it when it ends, tweet that, put it on facebook, whatever you want with it. Right now im an eagles season Ticket Holder and it works pretty good. Im trying to figure out why i would want that power. I think because i havent seen it yet. Yeah. Our experience, jim, since i have been in wireless from the very beginning, you build it, they come. I was looking at one of the announcements from one of the other carriers that said they think they will see two terabits of usage tomorrow. We think well see six. We have a Better Network and when you have a Better Network. The other guys say they have a Better Network. You have some industry where everybody makes a claim. Its amazing. Without naming names unless you want to how do you prove it . The ads we are running now are a good example. You have tests run by independent third parties. You have seen the ramp with the ball coming down. Factual data out there. The other way you prove it to investors which is important to me is look at the loyalty. You lost more than 1 of the customers out there. The others were losing 2 to 3 . The proof is in the results. We are older guys. People between say 15 and 25. How does verizon figure out what that kid wants . What i did a couple of years ago is we brought in one of those hes not quite 15. But a very young chief marketing officer, diego scotty is his name. He set up a whole process of Data Analytics and we bring those customers in. We interact with them. We even use our foundation. We go out to schools and say, you write an app. Well give you a 5,00,000, 100,000 award. High schools create cool apps and you say, we didnt think a phone could do that. They make it do things we never thought of. How do you stay competitive . Verizon isnt known as a Competitive Company in a competitive industry. The reality is you are kind of an uber competitor in real life. Were not out there tweeting, making outrageous comments. But we are in the game. You know, we love to compete. We keep score every day, jim and well stay that way. It is nfllike if i work at verizon . No question. We love to be part of the nfl. Theyre winners and we love to participate with companies around the world. We know they say things that are inflammatory. Here you are going up against the disney company. Youre offering me a bundle that i love. It is a cool bundle. The cheaper one. Im fortunate enough to have two houses and i feel when i think about fios, its out to v eviscerate everybody else. The platform is the key for us. You talked about the three tier strategy. The network is number one and the platform of fios gets the most out of the fiber. Back to the issue of skinny bundles. Customers said for years that they dont want 300 channel bundles. We found a way, we think, legally, to do it. They disagree, by the way. We found a way to do it. This is a good example. You did it. I cant believe your lawyers said it was okay. Sure, your lawyer said you will be sued. Sure. You didnt care. Look. You have to take risks like this. You have to meet the customers needs. All the legal documents are based on old models. I have to look forward. The company has to look forward. We are meeting what a customer wants. I hope and i am working hard to make a winwin out of it. I have to meet customer needs or im out of business. That simple. I want to know. Im an apple guy. I make no secret about i. Apple watch, apple phone. Is that the best way to get to 5g . It could be. The first application i see is to offer video into the home wirelessly. Yes. If i can do a gig, think about our assets. We have fios, washington to boston. Fiber near the home. If i can do what we are doing here in San Francisco as an example, small cells close to the customer. One gig wireless into the home. I can deliver video. I can really be disruptive. Will my netflix look great . Sure. At a gig, no problem. At 50 meg you would be great. Well have a hundred times that. You can take the world by storm with that. Lowell mcadam of verizon. This is not your, lets say my generati generations verizon. Stick with cramer. One crest 3d white smile. Is all it takes. To turn the tables. Crest 3d white toothpaste. Removes 5 times more stains. Than the red box. For a smile like that, crest 3d white. Is the way to whiten. Tonight we are offering the best of the best of technical analysis. Everything you need to know to augment your investing with some of the best charts in the land. Lets work on something thats been the province of the best work on the show. Spotting bottoms for best entry point and examining sealings for the best places to exit or sell. You are betting they will go higher from the moment you buy them. How often do you do solid fundamental work on a company to figure out if it is the right decision to pull the trigger because your homewo

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