Skip to main content

tv   Mad Money  CNBC  April 13, 2013 4:00am-5:00am EDT

4:00 am
4:01 am
expansion for expansion's sake. we needed hear that they're going to be far more independent than the government. in the separate bank within a bank citi no longer needs to be separated. they have integrated the balance sheet. if they do that, the stock goes to 55.
4:02 am
are you listening? tuesday coca-cola reports, and this will be the test case. see if the companies have sensitivity that will err sell off. they sure didn't today. i'm expecting a good number from coca-cola, but not so good that they can justify the run. i think coca-cola is just okay. the stock gets hit. purge yourself of the other safety stocks that are acting like junior growth stocks that do vent that kind of growth. this will be the most important test case for next week. we have another consumer products company that we hope doesn't shoot the lights out because i want to buy more of it for my charitable trust. i'm talking about johnson & johnson, which is now run by a young bright light of executives alex gorski. my travel trust is trying to sink its teeth into a large position because this company is running. it is galloping to 100. because i fear that i will not be in for my trust and the potential for a break-up. that would drive the stocks substantially higher. don't forget, we have one more big pharma story that we're
4:03 am
going to tell later on in the show. stay tuned. after closing tuesday we find out how badly personal computers are doing when the pitiful helpless giant intel comes out with its results. there are many conflicting reports about the semiconductor giant. with some outfits like bernstein urging you to short it. i kid you not. other firms like wells fargo saying it will be just fine. it's too cheap to avoid. tuesday we find out, and i have to say, if you think intel looks cheap now, like i do, it will be really cheap if it pulls back on its quarter. wednesday is oil day. core labs, the intellectual property behind so many oil finds that we talk about, this company is the best long-term performer in the oil service group. it reports. now, i want you to remember this. this is a stock that trades like clockwork. it almost always reacts poorly when it reports, and that will be your chance to scoop up some clb, as it has been almost every single time since the show began. finally, we have kinder morgan, the partnership, kmp. that's led by kinder.
4:04 am
we want to know how the el paso partnership is going on and what the company intends to do with that new acquisition. we also need to hear the activision about what's going on and what's going to happen with oil and gas and energy independence. he has been building pipelines and railroads to get the american oil and gas where we need it. it's not where it is, refineries, industrial plants. as always, we want to hear about higher dividends down the road. k & p remained a faif. one of the most positive retailers that we like, gap has a meeting on wednesday. let's see what they say about the consumers and perhaps capitalizing on the stumble that is jcpenney. thursday i'm calling in huge. yooun pacific will be one of the brooits lights in the transport. got to be that they're switching to coal, and that is certain for -- we've been hearing that aing culture. autos are staying strong. 15.3 million being built. oil is being shipped increasingly by rail. it's hard to get these pipelines
4:05 am
through. get them approved. as i mentioned with kinder. you know what, union pacific, it's time for you with the help of oil. we will have heard from intel earlier in the week about the not death of personal computers. no one believes. it's going knock down mr. softy. perhaps if the stock gets as low as 27, write that down, you buy some of the day before the company reports on thursday after the close. all the analysts who downgraded it have created a perfect opportunity. it will only work, by the way. it will work only because microsoft's yield will cushion the fall. all right. we have two high rollers that i know so many of you own or are interested about. they both report thursday. google and chipolte. they trade all over the place, and they are what i regard as one of the two biggest battle grounds in the world right now. i think chipolte has an easy
4:06 am
comparison. at this point last year so it can't begin to look. i think it's going start looking better. especially with raw costs coming down, although i wish that ruby tuesday had adjusted for raw costs, and they didn't. it's going to straight to 1,000, and that is not the way to get to 1,000. i like the pullback. i think it's viable. here's what i do. don't bother common stock. buy deep in the money calls. play it ahead of the quarter. i'm saying get stocked out in google. memorially friday is sleepy around here, except for "mad money" where we never rest. money and us, we never rest. now, four times a year, though, friday is big. this is one of those fridays. that's because general electric, honeywell, mcdonald's, and under armor all report the same day. i like all five. with the exception of general electric, which my charitable
4:07 am
trust owns, these stocks have been soaring. i think ge could tell a terrific -- they bought the lufkin. remember that's the donkey's. honeywell will say how well they're doing in auto space. they make the cockpits for everyone. not just for boeing, as well as climate kroelgz rsh kimberly will talk about expansion into emerging markets, as it is a serial dividend raiser, and kimberly-clark is the most shareholder friendly of the entire consumer products group. mblg msnbcing donald's will discuss a new more healthy menu. they'll be rolling it out. they've been talking about an egg white mcmuffin. count me in. under armor will most likely raise its forecast. these will be among the best quarters going in. i can't wait until friday because i think we will have a terrific hand on the u.s. and the world's economies by then.
4:08 am
here's the bottom line. the most important thing now that we're here in the heat of earnings season is that you take a moment to stop, look, and listen. next week we have a bunch of important quarters, including citigroup, coca-cola, most important stock of the week, google, chipolte, and ge, kwlinwell, kimberly-clark, mcdonald's. ge and google will call to do any buying. let's go to kitchen in maryland. could be kevin from underarmor. kevin. >> caller: boo-yah, mr. jim. it's kevin from baltimore beverage. >> how have you been? >> caller: yeah. we sell both of them, coke and pepsi both. i don't understand why they would downgrade their stock. i have been in the industry for 28 years. it just keeps booming. they bought up all their competitors, gatorade, v-8, arizona. they own them all. why would you downgrade? >> you raise a great question. davidson downgraded. the reason they did is they're talking about valuations being stretched saying historically these stocks are more expensive than they've ever been. davidson is right, but that doesn't mean that they're too high if interest rates are really low because they have good dividended, and they have good balance sheets. let's do this. when coca-cola reports on tuesday, we will make a more informed judgment than davidson can. angela in colorado. angela. >> caller: hi, cramer. i had a question about barry gold corp., abx. >> yeah. >> caller: is it a make or a break moment for this coal mine?
4:09 am
>> i was very disappointed by that construction problem they're having in chile, and it shows you why gold stocks are too hard to own. gold itself is going down. i am not a believer in the gold stocks, and i don't recommend them, and i'm not going to deviate now and tell you to buy this one. i'm going to go to steven in california. steven. >> hi. how are you doing? >> not bad. how are you, steven? >> all right. i'm calling in regards to blackberry with the negative news that's been out. the phone is being returned and also being aware that the news seems to be good coming out of the emerging markets in general. i was wonder whatting your thoughts are going on the next few months. >> i've been saying the stock trade is 12, 15. 12 you buy it. 15 you sell it. i'm going to stick by my game plan. look, i do think that next week is going to be the interesting test case. it's earnings season. it's heating up. you have to understand that i know it is tempting. there will be a lot of pressure to trade, but other than ge and google, only keep your money calls, please. i say we just listen.
4:10 am
those two i actually think could work. "mad money" will be back after the break. coming up, shop until you drop. worries over consumer spending cause concerns on the street today, so cramer is moving in for a closer look. from new york to l.a., the pulse on shoppers, and the ceo joins cramer just ahead. and, later, profit in pills? all week cramer has been giving health stocks a check-up. global farmer giant pfizer is already up over 20% this year. is that just the beginning? all coming up on "mad money." don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer #madtweets. sent an e-mail at or give us a call at 1-800-743-cnbc. miss something? head to "mad money."
4:11 am
[singing] hoveround takes me where i wanna go... where will it send me... one call to hoveround and you'll be singing too! pick up the phone and call hoveround, the premier power chair. hoveround makes it easier than any other power chair. hoveround is more maneuverable to get you through the tightest doors and hallways. more reliable. hoveround employees build your chair, deliver your chair, and will service your chair for as long as you own your chair. most importantly, 9 out of 10 people got their hoveround for little or no cost. call now for your free dvd and information kit. you don't really have to give up living, because you don't have your legs. hoveround replaced the legs. and now every hoveround comes with this handy tote bag and cup holder for access to your favorite items. and right now, get this limited edition hoveround
4:12 am
america travel mug free with your hoveround delivery. [singing] hoveround takes me where i wanna go. call or log on to to find out where a hoveround can take you!
4:13 am
if you want to get a read on retail, there's no better place to turn to than federal realty,
4:14 am
the shopping center real estate investment firm that owns 20 million square feet worth of high quality properties mainly in wealthier metropolitan areas in the middle east, mid-atlantic, and california. california is smoking, by the way. federal realty has been roaring. the stock made a new high again today, and the fundamentals are very strong. in the most recent quarter reported back in february it had an occupancy rate of 95.9%. up 70 basis points from just three months before. the highest -- we have a lot of retail, and this is the highest. why is that yield lower than it used to be? because the stock has been so great. dividend boostz have raised the pay-out for the last 45 consecutive years. let's check in with don wood, the terrific presidency of federal realty. find out more about how his company is doing. welcome back to "mad money." >> good to see you. have a seat. >> we have retail sales today.
4:15 am
they were the worst in mine months, and i thought of you immediate will you, and i said, you know what, i get these aing gat figures. they're not as telling as figures you give me. those figures just aren't really giving you the honest picture, are they? >> you know, the hardest thing about this is trying to look at monthly data of retail sales to make long-term decisions about retail real estate and, you know, retail sales go up, they go down. we're not the retailer. >> 94 -- you don't -- if retail sales are that bad, you have 85% occupancy. not 95%. >> jim, retail sales are not at all bad over the longer term. i don't know what -- i didn't see the numbers yet this month, frankly, and when i look at that, that's a 30-day period of time. you got to look longer term when you talk about federal. >> longer term, it's healthier than it's been. >> yeah. >> in a long time.
4:16 am
>> we never did, never, in 50 years, we've been around a long time, this company. we've never done as much leasing as we did in the past -- >> you call. you have this great phrase. you call it the 2012 was the year of the leasing agent. >> i did that really for our leasing team, which is our sales team. you know how pumped up they get when i say the year of the leasing team. >> that just means they're writing a lot of business. >> there's a lot of business going on. it basically right now demand exceeds supply. certainly for the high quality stuff. i'm not so sure that's the case all over, but it's certainly the case with us. >> that's why like your friend david henry -- i only know him because of you, but he was saying there's not a lot of construction going on. i read through your documents there's construction going on everywhere. >> well, for now. dave is right. there is not a lot of retail construction in the country. what happened in 2008 and 2009 really put the brakes on everything. we -- the juxtaposition for that, though, is that we've been holding land and we have a lot of properties. >> up in boston no one has that. that's probably the biggest open track there is. >> it is. it's only three miles outside of boston and the town of summerville. we have other property that we own, and we've owned for a long time in rockville, maryland. we're looking to do more in los angeles. we, because we're a balanced company, made it through the 2008 and 2009 period. we didn't have to write this stuff off. now we're building right now. we have $500 million under
4:17 am
construction in those three markets, and we're looking to expand to a fourth. >> commercial real estate is a big employer in this country. >> it is. >> just give people a sense when you have $500 million going, how many people you have working? >> that's a really good question. depends on the construction job we've got. you know, all told, a couple of thousand in the construction industry. >> right. >> but that turns into long-term employment for all those retailers and there's big sales tax dollars that we're paying. this construction is very important to be a component, if you will, of real estate, commercial real estate going forward. >> jp morgan, the corner of wells fargo, they don't have a lot of commercial real estate production. it's interesting that you're doing. you're also doing something i have to understand. you have to explain it to me. i grew up going to genardi's, and i see remerchandizing. recent examples. explain this to me. terminateded the ginardi's lease.
4:18 am
that's ten years from now. then released the space to whole foods, value creation $20 million. what are you doing here when you do that? >> here's what i'm saying. you know, retailers do well. retailers don't do well, and depending upon how that contract, which is -- a lease is a contract. >> right. >> depending upon the strength of that contract from the standpoint of the landlord versus the retailer, all that stuff you can't see in any of the documents, we have strong sxrshgts so as a result if a retailer wants to get out, it's going to cost them, and so in order to break that obligation sooner. >> right. >> they needed to pay. they agreed to pay. we were able to backfill that space with a tenant that is a very successful tenant and will make the shopping center worth more zoosh well, then that's the reason why you didn't have a tough time when you had to replace a barnes & noble and a toys "r" us. >> that's right. if this all goes back to location. it really is the simplest facet
4:19 am
of our business. when you are in the right places, it takes two to tango. if there are two people looking for one spot, it will work out great for the landlord. if there's nobody looking for it, what are you going to do? it's empty. be in the right place, and don't screw that up. >> hypothetically, because jc penney, not one of your guys, but people keep saying they have real estate. now, that doesn't necessarily mean if it's in the wrong spot that it's worth a lot. >> well, first of all, i do not know a lot about jc penney because i have no jc penney -- >> which is one of the reasons i like federal realty. >> in the portfolio. what -- you either own real estate or you effectively own it by having a long-term lease that gives you rights to it. supply and demand on that particular location as to whether how much term is left and everything else in terms of that value. doesn't just, you know, de facto mean you have -- >> may not have value. there seems to be a lot of 20-year leases rolling off. now, what happened 20 years ago that they're rolling off, and what is the difference between the average 1993 lease and what -- >> no difference. the average lease, okay, is about seven years or so in term.
4:20 am
there are some fives and there are some 20s. if on those 20-year leases you look at, you know, what the market rent was in 1993 today, you know, it obviously depends on the location, but overall significantly more. >> how you can continue to have -- >> we've done that for a long time. >> the last question, how are you able to deploy $2 billion to $3 billion over time in existing assets? >> if you know anything about -- i know you know philadelphia. >> you bet. >> the best. if you knew a little bit more about washington d.c., you would know what's happened in that town over the last 20 years despite what you hear today is amazingly positive. we've owned that for 20 years, and as that place has gentrified, it's gotten better and better from a demand and supply perspective, we can, you know, create more value on the property by building more. >> oh, okay. >> and redeveloping. >> we're in the midst of the
4:21 am
sequester. that has to be ground zero. sequester has to be killing those properties. >> all i can tell you is from a retail perspective and a residential perspective for rent, we have not seen the impact. they've absolutely seen the impact over the past couple of years in office, but on retail and residential, certainly to this point, extremely strong. >> well, then i think people's takeaway should be, look, you should see a month or week. the overall picture for retail and for federal reality is the best i've ever seen. >> if you are buying this stock, buy it for the long-term. >> that's president and ceo of federal realty investment trust. take a look at how this stock has done, and you will understand why i have been recommending this since the day we started the show. stay with cramer. >> thank you. >> coming up, profit in pills? all week cramer has been giving health stocks a check-up. pharma giant pfizer already up 20% this year. is that just the beginning? >> jim cramer, you are you one of my heroes. >> i look forward to your show
4:22 am
every week night. >> thank you so much for helping beginning investors like me. >> when you talk about the market, i just believe that you're spot on. >> oh, i love it. thank you so much. every night we watch you. i have learned and earned.
4:23 am
4:24 am
4:25 am
three glorious weeks that i have been highlighting all my favorite drug stocks. first the larger biotech names. have you seen those? biotin can give you fabulous growth, even when the global economy is falling. look at that regeneron. the more speculative biotech high risk, high reward stocks, the sereptas that can give you enormous gain when you get them right. the past week we've been looking at the slow and steady big pharma companies that have been doing so well on the first quarter. this last group, they didn't have as much sex appeal, but they're the kind of defensive high yielding dif didn't stocks that everybody should own at least one of in their portfolio, and even in the ugliest moments today, they were shining. now, the drug stocks have been roaring since the beginning of the year. i have tried to be a little creative with my recommendations looking for cheaper ways to play the space. for instance, i told you to
4:26 am
consider the brothers johnson, j&j. a break-up play that could go higher with the stroke of the pen they're going to report next week. i said i like merck. they can now play catch-up with so much in the pipe, and i got buying glascos smith cline. they have hope for some blockbusters. we saved best of breed for last. @jim cramer on twitter. is he going to like it? is he going to like pfizer? yes! i like pfizer. that's the biggest pharmaceutical company on earth. terrific. i use it to diversify my portfolio. yes, a healthy 3.3% yield. even though pfizer has had a fabulous run lately, it is up, by the way, 22% since the beginning of the year. sounds like a biotech. did you know the stock only trades at 13 times earnings? that is a 10% discount to the other major u.s. pharma companies, and wall street still views this stock as a bit of a punching bag. it trades at two whole multiple points lower than the s&p 500. that's crazy!
4:27 am
the reason? well, it's pretty easy. 18 months ago pfizer's patent expired on lipitor. the cholesterol medication that some people take before they have a steak. it's the most successful drug in history. i did go out with someone who took it before he had a t-bone. with $9.6 billion in annual revenues, everyone was hung up on this lipitor cliff. despite the lost sales pfizer has given you a 66% return with dividends since lipitor went generic. those that focused on the patent expiration, believe it or not, haired this chatter, that the dividend might be at risk. totally untrue, by the way. these things were going on behind the scenes, and they continue to go on for pfizer who some people consider is the key to this market. back in 2010 the great ian reid took the helm as pfizer's new ceo.
4:28 am
he heard from someone, well, never speak ill. he knew he had to deal with the patent cliff, which is why reid has been aggressive about cutting expenses and right-sizing company sales. turning pfizer into a lean, mean drug making machine. now with the patent behind them, reid has a new activision for unlocking value. he has been selling off. drug capsule making business to kkr, private equity firm for roughly $2.4 billion. last november it sold its nutrition business to nestle. pfizer spun off. it's annual health division. i told you to buy. i said get in on that ipo, and it's up 19% on the first day of trading. it's an independent valuation for $16.3 billion. pfizer still owns 80% of the company. they can sell the rest at a later date after the lock-up period ends. pfizer has a big consumer
4:29 am
business here, right? sells things like advil, preparation h, chap stick. quite a bit. reid says he wants to keep the division because they sell random prescription drugs. that said, i don't know, man, pretty good. in terms of creating value, reid has even floated the idea of splitting pfizer's drug business in two. alex goreski, are you listening? one division from pfizer and brand new medicines, and another dealing with drugs which have lost their patent protection. this is a very well run company with the ceos commit to unlocking value every day of the week and returning capital to you if you own the stock, the dividends and buybacks. pfizer also says a terrific pipeline. even though this is a mammoth $20 billion company that can be hard to move the neeldz, it's possible that product is big
4:30 am
enough. it's considered that much of pfizer agency rally has been driven by eleoquis that is an aebt clotting drug that they produced with bristol-myers. it could potentially do $3.5 billion in annual sales by 2020, and that got people excited. faink frankly, i think that's a low ball figure. what else is in the pipeline? pfizer had 17 different phase 12 clinical trials running. including a drug for noncell lung cancer and nonhodgkins lymphoma. that makes this one one of the most robust late stage pipelines many the company's recent history. that's funny because sometimes i feel like wall street doesn't even know pfizer has a pipeline. a few years ago the company decided to make a big move into oncology. you know what, that's starting to look spartan. in the last 12 months pfizer has had the fda approve three different anti-cancer drugs, and the company has what could be a very big anti-breast cancer treatment in phase two development that just received what's known as a breakthrough therapy designation from the
4:31 am
peggy hamburg fda that could be worth $5 billion by 2020. if this one breast cancer drug gets approved, it could bump up pfizer's long-term record growth rate from 4.4% to 6% and that would send the stock much higher, and the stock did break to the up side, and this was heard of. let me say one other thing. the fda is starting to fast track a lot of stuff. one of the reasons why this series has been so good. here's the bottom line. you've now heard a whole host of drug companies, right? speculative bowe tech. the biggest of the big pharma titans too. if you are looking for growth, pfizer is not for you. but if you want a slow and steady company with a nice dividend and a reasonable valuation, then you should consider buying the stock. especially on a pullback. i need to go to dillon many texas. dillon. >> boo-yah, jim. >> boo-yah back at you. >> i notice you have been talking a lot about pharmaceutical companies in the panning week, but i haven't heard you mention my favorite, which is activist, recently acquired by wauson
4:32 am
pharmaceuticals and now trading under the ticker symbol acc. what are your thoughts? >> i'm not into the generics. that is, you know, you got an interesting one there. i'm not going to deny that. it's been a good -- it's been a winner. you know, i in the end if i want to go that way, i'm going to go to prgo, pergo, which it feasted off j & j during the well administration. [ booing ] >> who else boos ceos? i was looking at my executive producer. she's busy. who else boos ceos? charles in alabama. please, charles. >> caller: jim. >> sweet home. >> caller: this is charles. i'm a first time caller. thanks for taking my call. >> absolutely. >> caller: i own shares of medical supply manufacturer teleplex, symbol tfx. i have a call space that's about $60 a share. the current price i think is around $85. i was wondering first what do you think of the -- >> i really like that company.
4:33 am
i know them because they're from limerick. they're right around the block from where i grew up. this is one of the few companies i always got proud never got taken over because it's been such a great performer. i think it's one amazing company. medical device company. they should come on the show. they are welcome. it's a winner, not a loser. hold on to that one. sweet home, roll tide, charles in alabama. let's go to linda in my home state of new jersey. linda. >> caller: hey, jim. how are you? >> real good. how about you, linda? >> caller: i'm hanging in there, doing pretty good. >> all right. >> caller: i'm new at investing, so i wanted to thank you for your show. i learn a lot. >> thank you. >> caller: i'm interested in knowing your take on forest labs. that's frx. >> carl icon has a piece of
4:34 am
that, and they've got some good drugs, but i will be honest with you, you don't want to put forest labs m same sentence as pfizer or j & j. it's just not in that league. okay. from big biotech to big pharma, we have covered the pharmaceutical waterfront, and we've got some healthy profits from this industry and some would say we saved the best for last. the slow and steady win the racer that is pfizer. don't move. lightning round is next. >> "mad money" back to school tour is in session. this time we're headed to the city of brotherly love. if you are a student at villanova university and want free tickets to see cramer do the show live on campus, thursday, april 25th, visit "mad money."
4:35 am
4:36 am
4:37 am
it is time -- it is time for the lightning round. >> buy, buy, buy. >> sell, sell, sell. >> wait for this sound, and then the lightning round is over. are you ready, ski-daddy? i'm going start with mike in missouri.
4:38 am
mike. >> caller: hey, jim. great job. a big boo-yah from iron mike many kansas city, missouri. >> oh, yeah. good to have you from ryan howard's hometown. what's up? >> caller: i got the tsm taiwan semiconductor. what do you think? >> it's okay. >> don't buy. don't buy. >> it's just sitting there doing nothing. taking up space. tracy in arkansas. tracy. >> yes. boo-yah, jim. thank you for all that you do. >> i'm trying, buddy. what's up? >> sam reid's mississippi trust. >> i no longer believe that that is going to be -- >> sell, sell, sell. >> i'm going to have to ask you to sell that stock. stafford in oregon. >> caller: how are you doing today? >> not bad. how about you? >> caller: good, thanks. oasis petroleum. >> i like oasis. why? because it has a basin. it's got bachin. when you have bachin, you're okay by me. i'm going to buy the stock. recommended here. only 11%. remember, the bachin is going to be the biggest since -- elizabeth from florida. >> caller: i want you to know
4:39 am
that you have transformed me from a passive investor to a confident self--directed trader investor. thank you, cramer. >> my pleasure. >> caller: okay. so what are your thoughts on the global real estate etf, rwx? now, you got me into etf's because of eww, so -- >> eww is real good. you want to hold to that. i actually like the iwr better. i think that's a better buy. >> buy, buy, buy. >> i really appreciate your comments. anybody i can make a better investor, better trader, better client, it is a win. let's go to jason in wisconsin. >> hallelujah! >> jason. >> caller: boo-yah to you, jim. >> boo-yah, jason. >> caller: i love your show and all the wisdom you give us. i'm a young investor. >> thank you. >> caller: and my dad and i love your show. or a great man for all that you know. my question to you is ohi. >> good 5% health care read. i think it's a good one. >> buy, buy, buy. >> i do prefer hgn as higher quality. i think yours is fine.
4:40 am
it's had quite a run, as have had many of the real estate investment trusts because of the search and hunt for yield. carol in new york. carol. krimplgts hey, swrim. boo-yah, jim. >> boo-yah, carol. >> caller: i really like to know what you think about emc corp. >> i think emc is terrific. stephanie lincoln and i used to be co-director of charitable trust. we were thinking about buying more emc because we are that confident. >> buy, buy, buy. >> the quarter will be okay. i kaut called one down, three up. how about that? jason in my olympic home state of west virginia. >> caller: what's up? boo-yah to you. what's up? >> pete marlin's boo-yah. what's up? >> caller: hey, i got a stock. it's ticker symbol dall, and it's magic jack. it's awesome. what happened with litigation? what's going on in the past?
4:41 am
magic jack plug. >> there are few stocks that i will ever say this, but i will say this about magic jack. this one is too hard for me to opine on. that's why i welcome to the floor any time he would like the ceo of magic jack. i'm just -- that's an open invitation. it's too hard for me to opine on. richard in texas, please. richard. >> caller: hey, jim. how are you doing today? >> how about you? fine. >> i was wondering what your thoughts are on gnc versus might minimum shop? >> we did that compare, and gnc is even -- i'm going to dave in michigan. dave. >> caller: hey. big masters weekend boo-yah. >> what's up? >> caller: hey, jim. verizon. i bought it a couple of years ago at 27. i own 200 shares, and i know you always say hawks get slaughtered. do i look for a different dividend? >> no, but i do want you to sell 50 because in the chance that
4:42 am
that stock goes down badly, can you buy the 50, but i say congratulations. more people bought verizon than any other stock i've ever recommended. i'm really proud because proud to know those verizon guys did a good job. i need to go to l.r. in south carolina. l.r.? >> caller: jim bow, thank you so much. i enjoy the show. >> all right, chief. i did that to make fun of her name. >> caller: the stock i have, jim, is sandisk neck week. >> i like sandisk. i tell you, that company, jeez, 52-week high. i cannot recommend that. oh, man, if it pulls back i think you're fine. i can't recommend it up here. it's had too big a run. that's the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade.
4:43 am
>> hey, carl, is my mike okay? >> yeah. i look smart. >> thank you. >> good evening, rabbi cramer. how is the soup supper tonight? >> i can tell you that the bull sox look a lot better than the phillies. >> caller: yeah, i suppose so. >> i was crying last night. it came back more than one. never mind. what's going on? >> caller: boo-yah, cramer! >> yeah, exactly. >> caller: i could just kiss you for all you've taught me about the stock market. >> you see, apple was the pretty girl at the party, right? >> right. >> i was looking at her for a little while until i got drunk and everybody became attractive. you understand what i'm saying? >> oh, okay. ♪ >> i like to put it in lehman terms because i'm a lehman guy. >> usc-indianapolis. that is when clint was on. remember that? you don't remember who quint is? anybody know who quint is? >> you don't know me? i'll catch this fish for you.
4:44 am
>> you really -- that's what he said. >> find him for five, but i'll catch him and kill him for ten. >> what is it? >> "jaws." >> you are a loser. ♪
4:45 am
4:46 am
4:47 am
time for some mad tweets @jim cramer on twitter. here's the back to school tour tweet from@estrada 1030. look who i found wandering villanova's campus. so excited for "mad money" to visit. that's right. april 25th we're going to nova, and all have you to do is #mmnova if you want to know more about it. that's the smartest, sweetest girl at villanova, according to my executive producer from the best family in america. hi, anna. next one from adam fsu. hey, listen, lived next -- i lived next to gem right there on campus. he writes, "do you like still diana shipping?" yes, don't be a slave to the way a stock is trading.
4:48 am
diana, radeon, u.s. air. those are my three speks for the we're. this one comes from@phil steve who says have about a 25% gain on kmp, concerned morgan. should i take some off the table or let it ride? i want you to wait for the double. kinder morgan reports next week. we'll try to be in touch where i i think it's going to be a terrific quarter. the el paso deal and the copenao deal. steve, do not hit the ejust a minute for that 5% yield. this one@calves and cats tweeted thanks for the recommendation on guild, which is gillead. you told me and it had a huge week. you and your staff are great. my buddy david faber and i were discussing the valuation of gillead. he is per teshed by the valuation, and i am not. farm sed might have a cure for
4:49 am
hepatitis c, which there's nothing else on the market for. how about this one? we have -- this is j. lum barred 207 wanting to know do you like k, kellogg, or general mills, gis? more long-term. _#boo-yah. i like general mills much more than k. why? because ken pal who runs general mills has been a career serial returner of capital. he was in minneapolis. he is just ripping the cover off the ball. why don't we take another tweet? that is at the glaze brook who says vlo, that's vlo energy a buy here? thanks for all you do from the small-time -- the refiners are in freefall. no one wants them anymore because the margins are closing in very fast because we're beginning to be able to get that oil from the bachin and take it
4:50 am
to where it's going to be exported. the margins aren't good. voluntarily aerodoes have a spinoff coming. that would be the one to buy if you need one. here's our last tweet. this is from russet pa. this twitter says thanks for doing what you do the way you do it. we are hustling. we haven't taken vacation in months, and we are going to nova, april 25th. by the way, that's _#mmnova. "mad money" is back after the break.
4:51 am
4:52 am
4:53 am
>> well, spring is eternal, and it comes in all shapes and sizes and colors. today we saw a big decline in oil. i think wealth creation. the decline at the pump can make up for the payroll tax hike that i keep people worrying about. the appreciation of real estate can make up for the payroll tax. the refinancing of mortgages can make up for the payroll tax. the advancements of the stock market can make up for the payroll tax. i point all these out baez we have the retail sales number for march today. a .4% decline. the worst since last june. i heard him that the culprit was the payroll tax hike. i think that's nonsense. >> i want you to go back to what was said on "mad money." the ceo of pvh about their march numbers. he said the weather played havoc
4:54 am
with them, total havoc. remember how retail works. in march you are showing swim ware, clothes that are lighter in fabric. nothing warm at all. when it's 20 degrees colder, much of the severe consumption portions of the country darks can really hurt. and it did. >> house of pain. sthoo that's the reason why the retail stocks keep hitting new highs, despite the numbers from the aing gat department. the cold weather is over. the companies that did "squawk" yesterday made things clear that things got better and better, and the end of april is looking darn good. family dollar is also the only retailer that truly disappointed. its numbers were putting way too much emphasis on the commerce department figures on retail, and we're worrying about them way too much. never forget, though, that the
4:55 am
weak numbers from one high allow people to blame washington for weakness which confuses the average investor. it's terrific if you have an agenda, a drum to beat, but it means nothing if you are trying to make money in the stock market. we are hearing much too much talk about why retail is bad. not nearly enough talk about the rallies in wal-mart, target, macy's, tjx, bed bath, and ross stores. there's too much pin the tail on the government already and not enough focus on the actual strength of the consumer as the retail sales of the actual stores we follow and not the commerce numbers. if you listen to the political junkies, you would be short every stock that you wanted to be long, and you would have been blown out of the game. of course, not all is well. if it is the government's fault, as jp morgan told us today, there isn't a lot of small business money, and that's a key source of employment to keep things going.
4:56 am
the sequester will impact some spending, although i believe not as much as we first feared. government seems to have done its level best to destroy the very confidence that business people need in order to be able to expand their operations. still, i am going to keep pushing the notion that positive is as varied as lower gas prices, refinances, and the wealth through health and wealth and trump the negative chatter you keep hearing. try to put in context this rally. i'll keep illustrating how the big think people have led you astray. the whole time. they try to score points for or against the president. i'm not saying who cares? i am saying our goal is to make money. not to take the hash. we're not trying to take it here. that's why following individual companies and not the aggregate numbers is what matters. stay focused on the players that trade and not the politics that polarize unless it is you don't care about money. i'm going to ask you, what the heck are you watching the show for? >> the "mad money" back to school tour is in session. this time we're headed to the city of brotherly love. if you are a student at villanova university and want free tickets to see cramer do the show live on campus
4:57 am
thursday, april 25th, visit "mad money." >> listen, i thought wells fargo was okay.
4:58 am
4:59 am


info Stream Only

Uploaded by TV Archive on