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tv   Mad Money  CNBC  May 14, 2024 6:00pm-7:00pm EDT

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>> katie? >> i have to go with moo, the etf. >> dan? >> moo, guy. google on pull backs. >> why are you giggling? >> i love michael burns. and this cat from boston, i dig him. >> uh-huh. >> i think nike might have bottomed out. >> all right, thank you for watching my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. mad money starts now. hey, i'm cramer. welcome to mad money. just trying to make a little money here. my job not just to entertain but to educate and teach you. call me at 1-800-743-cnbc. tweet me @jimcramer. of the federal money -- government is giving money away
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i say to take it. the federal government decided to get a lot of money away. the dow gained 720 points. nasdaq coming to a new all-time record. today the market was consumed by smaller investors getting chairs of lousy stock like game stop and amc. they are betting that the short- sellers will be able to take the house of pain and then they go buy stock create in the short sending them to ever dizzying heights. we don't know when that ends, but it does and eventually and it does not end well. it sure didn't the last time they did this in 2021. it leaves many people holding a deflated bag. for now i want to talk about the big opportunity nobody seemed to care about. washington is giving money away. in a fact sheet that hit my desk from the white house, president biden takes action to protect american workers and
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businesses from china's unfair trade practices. the president believes the chinese are flooding global markets with artificially low- priced exports so biden is using his power to slap tariffs on $18 billion in exports from china. that is meaningful. normally wants that kind of news gets published, any stock could conceivably benefit. today investors were so drawn to short opportunities that they overlook these very real tariff opportunities. there are now a host of industries that are about to be protected by bigger tariffs from chinese exports. it will help their sales and earnings for years. some of them don't really matter like the steel. there are others were these tariffs are a very big deal. let's start with the biggest one that nobody cared about. owens and minor. the government slept the tariff on chinese facemasks and surgical gloves. owens and minors is a dominant
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american player in the space so it can take the cherry here. it seems very viable and nobody cared. the next beneficiary, makers of syringes and needles. china's been hit with a 50% tariff. like masks and gloves they are really coming after these. who wins in this? i like wrecked in dickinson. they have a significant organic growth and capital. the stock was actually down a couple of bucks today. sure you could say needles are not a big business for them that they make more devices but more customers will be driven to the company and they will see less competition especially when it comes to new injectables like the glp weight loss drugs. it is a very undervalued stock. how about solar cells? the government raised the tariff
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and the market reacted totally wrong. the worst solar stocks, the money-losing solar stocks, the chinese once all rallied because they also have a huge short position for anything with the outsized position. the mischief maker strike again. there's a real solar company, a made in the usa solar company, first solar which is the winner. at these level first solar is at about nine times with tremendous growth rate. this is before we factor in the impact of the tariffs. i think it is an out and out winner, part of her world where solar might be the dominant power solution by 2030. stay with us for the next track where i got that number. the government is doubling the tariff on legacy semi conductors from 25% to 50%. legacy can be a slippery term. when covid raged we knew the
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country could not produce enough of the larger chips, not the state-of-the-art nvidia chips. making us hostage to the parts and the supply-chain was busted. so here is one where the market actually got it right. as texas instruments is the biggest legacy chipmaker they jumped three dollars today. the same with microchip technology and analog devices, the one that i really like they hit at 52. there are some edge cases. on semi is a potential winner. they made hard to get chips during the pandemic. might be hard now that it's gotten so low. the biggest winners will be american automakers. there's a widespread belief that our companies will be road kill once china's auto industry gets here. we got that from who? the automakers themselves especially the ford executive chairman, bill ford. he's been adamant about the competition. on cnn he said about 11 months ago that the chinese, and i
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quote, develop very quickly and they develop them in large- scale and now they are exporting them. he went on to say, quote, they are not here but they will come here, we think, at some point. we need to be ready and we are getting ready,". the tariff does not seem to be all that ready. they can focus on other things that make money. biden did not outright be on chinese vehicles but basically doubled the price. they might as well just throw in the towel. if that will stop the import of any chinese car made in mexico or slept the same 100% tariff on that that would be one way to close the back door from china to here. not only does this tariff protect american car companies from cheap chinese electric vehicles, it also means regular cars and trucks and hybrids will benefit also. i like this policy. even if you hate it it's a clear giveaway to afford and gm. you have to cash in on a giveaway when you get it.
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the reason that they sell at the bottom of the s&p 500 barrel is because of the existential chinese threat. whenever china has been able to allow merchandise they destroy pricing and companies. that won't happen with these tariffs. i have been a broken record on that and i'm aware of it. if ford can curtail the immense losses of electric vehicles like $150,000 per car it is much easier with the new tariffs and the stock can and will go higher even though it seems to be, as i told my partner, the pox. home depot has not have that great of a quarter. why do i believe this can work? this market cannot walk and chew gum at the same time. today it can't handle another thought like the winners from the new tariffs that i just gave you. maybe tomorrow they will realize that big sellers are the winners and little solar settling were -- are the losers.
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bottom line, that's how i like to pick stocks. you can just decide if it does not have a big short position it's not worth your time. if that's the case, you know what? you better hope that hello kitty comes back with a litter box with some fresh step dumped in. that works. donna in new jersey. >> hello, jim. it's donna from new jersey. >> i thought so. >> adobe dropped in february and has not been over 520 since march. although targets are over 600, adobe looks dead in the water. earnings are due june 13, what do i do? sell now? >> it is the cheapest i've seen. a lot of this is because of the belief that they were not able to get this and they have two expensive of an offering. they will figure this one out. i don't know how he's going to
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figure it out. i don't have an answer for it but i'm not running adobe. i know he's a smart person and therefore i'm thinking with him at 475 give or take 10 or 15 points. i am saying that to donna from new jersey. let's go to errol in indiana. >> hey, jim. why have profits or earnings remained so flat compared to other stocks when the market has been doing so well? >> which stock? >> lng. >> this is very complicated business right now. lng, we are trying to figure out whether they will be able to build more plants. we do know the president said we will put a pause in 2028. it has wrecked the whole industry. it's as if the president somehow felt it would not matter and the president was dead wrong. he destroyed the growth industry. i think it was shortsighted. because why?
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i like the fact that allies were depending on a natural gas. we should have helped them instead of doing something that will ultimately help the russians. the market cannot walk and chew gum at the same time. today the short bus just not making money. decker got hit with the earnings turning to pre-report levels. i sat down with the ceo to ring the opening bell. nexstar reported earnings after the bell. i was online with the ceo. cmbc is out with the disruptor 50 list today highlighting some of the innovative private companies that are changing the world. i'm talking with number 22, chine, to see how this provider is shaking up the space. i suggest you stay with cramer. >> don't miss a second of mad
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money. follow @jimcramer on x. asking the question, send an email or give us a call at 1- 800-743-cnbc. miss something? head to madmoney.cnbc.com.
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plus, buy one unlimited line and get one free for a year. i gotta get this deal... that's like $20 a month per unlimited line... i don't want to miss that. that's amazing doc. mobile savings are calling. visit xfinitymobile.com to learn more. doc? , like me, you think business is slowing and the fed will have to cut interest rates you need to consider what happens when rates come down. take stanley black & decker. they had what i thought was a solid order. wall street did not care and they got clobbered. i told you we were buying this one all the way down for the travel trust at the time. it was a great decision in retrospect because the stock is
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back to where it was before the quarter. it does not matter that this is a very well-run company. the ceo ring the opening bell to celebrate the hundredth birthday of dewalt. a little later i got a chance to sit down with donald allen, the president and ceo of stanley black & decker. not many companies can stand the test of time but here is dewalt, 100 years. tell us how it happened and how important it was. >> we had a great morning. we were celebrating the 100th anniversary of dewalt . it goes back to the individual that created it. his name was raymond dewalt. he had three tenants. one was innovative products , safety, and productivity. those were the three things he said i want to provide to tradespeople so they can be successful on the job site. that's what resonates today but
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now we have an amazing, powerful brand 100 years later that allows us to continue to bring those three tenants to the marketplace. >> i think it is important to point out that at a time where we know that housing is not booming and rates are high you can innovate, create new products, make it so you are more streamlined, fill out gross margins. these are all what you are doing right now. >> that's right. we announce the transformation program a couple years ago as you are familiar with. the first focus was how do we get the gross margin rate backup as we went to that highly inflationary cycle. the pricing in the marketplace, streamline the supply chain. as we exit this year we will be at 30% for gross margins as a company and getting the path closer to 32, 33% for next year. the other thing to do is how do we gain share in a challenging market? the consumer market is down. the bull market is still pretty healthy. dewalt goes to the pro which
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is fantastic. so managing that with the different brands and saying, okay. we can find a way to outperform the market in 2024. as the market gets stronger whatever happens in the future whether it is lower interest rates, other types of activities that occur, the company will be even better prepared to take advantage of that not only from a growth perspective but also profitability. >> one of the reasons why we have such respect for your company is that you pay a substantial dividend while we are waiting for those things to happen. we have to understand that we should not be concerned that the dividend is so high. >> you should not. obviously there's higher debt leverage on the balance than we would like. we will be working on bringing that down by the end of next year to levels that will support the current credit ratings that we have. we think the dividend is an incredible important story to shareholders. it has been for many years in our company. we want to make sure we sustain the dividend and hopefully
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increase as time goes on and earnings and cash flow continues to grow. i think it is something people can look at and say i am going to get up 4% to 5% yield on a dividend today that might be challenging to find that type of return anywhere else. >> i think so. you do have option allergy. you just sold a division and paid down debt which i love. you have a faster division, aerospace is fantastic. auto is not that great right now. i would ask you, do you want to sell that? it generates a gigantic amount of cash flow. >> right now it is generating about 35% of the company cash flow. it's a significant part of ebitda as well. there is a piece of it that is tied to aerospace and widebody planes in particular and the construction of them. there's the automotive piece. although the market is not great right now, we have positioned the business well
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for the shift that is happening from gas powered cars to ev. we are in both places so as the market continues to shift or in some cases it might be 10 years or more where we have both of these types of products in the market and we are able to provide the fasteners to both of them. >> that will be explosive. a lot of people saw the home depot report today. it was disappointing. they are constrained by the fed. home depot is 15%. lows is 15%. a lot of people perceive that this is your whole business. you are worldwide. there are areas of the world that are really strong. just to look at you and say, you really are home depot is a fatuous way to look at it. >> i agree. obviously they are incredibly important customers for us and the results we saw from home depot are pretty much what i thought would happen because they were relatively consistent with our results for q1. there was nothing surprising in that this morning. you are right.
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we have 70% of the rest of the company that we sell through other channels in north america. we have a european business that is about 30%, 35% of the total revenue. that is significant. then we have emerging markets. we are in 60 to 65 countries around the world and able to use the amazing brands like dewalt in these different areas. you supplement that with the stanley brand and black & decker brand in some countries and obviously the craftsman brand is great. >> i think we should talk about the transformation. what you are doing is really making it so you are making more money on your sales. that is so often important because you do have a lot of leverage if you can get that done. not leveraged debt, but the ability to make a lot more presale if things go right. >> you are right. when we started the transformation two years ago, we felt at the time the market would recover faster than it actually has. the good news is as we build the journey and how do we get
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the gross mark and -- margins to 35%, as we exit 25 will be close to that number if not at that number, that is without very little growth. we are really benefiting from that impact. when the market comes back it will print money in a very significant way. i feel really proud of what the team has done to position ourselves to take advantage of this. >> i can't resist in the time that we have, i always want to see new products. please give us something for stanley and black & decker because already you have to be getting ready for the holiday season. >> we launched dewalt powershift at the concrete show in january which is an amazing set of battery-powered tools that serve the profession that works on concrete production. it was significant.
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we had hundreds of users trying the tools and buying the tools in the future. that is another wave of innovation in dewalt. for grasping we continue to look at opportunities in the outdoor space and the garage space. that is where they are strong. it can be a do-it-yourselfer in the garage or an auto mechanic. and how do we continue to innovate the power tools, mechanic tools in that particular space as well. black & decker, we are working on some interesting things for the holiday season. >> okay. we will keep it under wraps. i want to thank you on a very big hundredth anniversary dewalt day. the cnbc investing club has a good position because we think it is good. coming up, cramer shines a light on a solar play with a tech twist. next.
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you founded your kayak company because you love the ocean- not spreadsheets. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire what do we do with these results from extract? after the bell the solar technology company that helps solar panels to move with the sun and maximize their output, the stock has been red-hot over the year before selling off in march and april.
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when they reported after the close today they reported another excellent order. much better than expected earnings and cash flow. i thought the guidance for the company was conservative. let's check in with dan sugar, the founder and ceo. welcome back to map money. >> thank you so much for your interest in nextracker. >> we wanted to get some of the key drivers of how this could be so much better than expected. >> first of all, jim, economics have never been stronger for solar. we are seeing demand. specifically we have differentiated products and lower risk for a. which is a strong demand which is why we are setting the guidance up for
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last year. >> putting up some tariffs for solar panels. i wonder whether that would make it less economic for your clients to do solar. >> the tariffs that were put in place do not impact the utility scale and factored into the plans. we are more focused on the ev industry. >> good to know. i do not want to feel like everything is good they take away. i also was looking at the backlog. was it $4 billion. that is incredible growth since we saw you last. >> that is correct. we are serving today almost 40 countries around the world. we are strong growth in south
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america, australia, oceana africa, the middle east, and india. the backlog basically doubled in two years. a year ago was 6.2 billion. a year before that was about 1 billion. we are at $4 billion of backlog. what we are seeing is tremendous growth in the sector. we have the compound growth for five or six years up until now. >> understanding what you do. situations where we don't expect solar to kick in. it is never going to be that, to intermittent. i know where it started. total eclipse of the sun is not the big day. i have to admit that the idea that this is as intermittent as people say is just trying to
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knock down solar. >> you nailed it. because battery costs have dropped so much, we see batteries associated with most of what we are involved with. in fact, if you look at solar and solar pus storage it is battery pick if you look at the united states there are 7000 projects that have applied for connection to the grid. in total that is about 1500 gigawatts which is more than the 1300 gigawatts of existing capacity in the u.s. great because the batteries allow it to be there when you really need it we are just seeing solar and solar plus storage dwarf energy technology. in fact, there is zero new coal in the interconnection queue.
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solar and storage have 25 times more. >> i took the numbers from the grid and show that maybe we could be 25% solar, 25% wind. everybody seems to think you are being too aggressive. >> it is not just nextracker. the u.s. energy information administration , the government know how for what's going to happen for energy which historically has been very conservative on solar has forecast to 26% annually compounded growth. within 10 years solar will be the number one source of energy in the u.s. grid. that is borne out by the 30% growth. we see what's happening and it's driven by fundal economics were solar is the lowest-cost way to generate power on most places on earth.
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the systems we see going in a day are about 1/10 the cost of systems 15 years ago. it is really about technology and fundal economics. >> i know you've had this graph in one of your decks. nextracker has solutions to mitigate severe weather. the weather makes up 62% of all solar losses and hail 54%. i read this article about how in a renewable energy world, not my usual publication, that you had a hailstorm in texas that did damage some of your solar panels. discuss that because i know you taught me that hail is a huge problem for solar. >> we are seeing extreme weather on the rise across the world. in what we call hurricane and hail allie from texas through the pacific midwest we had a customer about three or four years ago with the hail event. we developed a hailstorm in technology. this year we saw on 27 projects
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that our hail stowed technology was triggered we talked to the owners of all those plants and there was no reported damage on them. you can't mitigate every situation every time, but there are technologies out there to help renewable energy performed in a wide variety of conditions. >> how much of your business is because of companies like microsoft and alpha that google saying, unless you use nextracker or something like that we aren't going to put data centers near you? how much are they recommenders for nextracker? >> there is both a desire to have carbon free and environmentally preferred generation, but there's also a need for power. what we have seen in the united states is the power consumption was fairly flat for about 15 years, but it has really accelerated as the result of re- industrialization,
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electrification of appliances like vehicles, and data centers. these data centers, they just need energy and want renewable energy because it is lower cost and more environmentally preferred. we definitely see the growth at data centers as a huge demand generator both for the grid and also for the renewable power sector. >> that is terrific. it continues why you are able to blow away the numbers. i don't want you to start raising numbers and get ahead of everybody. that is smart. that is dan shugar. dan shugar is the founder and ceo of nextracker . we will see you in the next quarter. >> thank you very much, jim. >> absolutely. mad money is back after the break. next, tie into a disruptor. does this favorite ring a bell? find out next.
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every year our network comes out with the cnbc disruptor 50 list. it's startups that are reinventing the industries. even though they are not publicly traded many have ice on becoming public in the future. when he can tell us what the future looks like. that brings us to chime financial. here's a technology company that partners with regional banks for fee free mobile banking services. it is very much aimed at people who have been left behind by the current banking system. tonight i want to take a closer look with chris britt, the founder and ceo. welcome to mad money. >> thank you, jim.
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>> i was looking at the background information. it seems you are taking care of the people in this country that don't have much. paycheck to paycheck is their watchword. >> approximately two thirds of america live paycheck to paycheck. we try to create a new model for consumer banking that does not rely on fees and help this segment of the population for short-term credit extension, credit building, and avoiding fees. it is working well. >> i would say most of these people from my own experience cannot make enough money of these people. >> 80% of americans make under $100,000 a year. about 150 million people live paycheck to paycheck. if you think about how banks go to market it is really consumers with large deposit, people that are creditworthy in
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a world that the credit box for who they are going to give loans and credit to will become smaller and smaller. we've taken an incredibly different approach for fee free checking accounts. we monetize the relationships through transactions. when a member uses their card for everyday purchases, in our case over 40 transactions a month on average, we are able to monetize that way. it is very in line with the consumer. we only monetize the relationship if they keep us top of wallet and use us every day. >> what i like about this is people can access their money a little earlier. these brick-and-mortar outlets, all they want to do is make as much money every way they can including the float. that's not what you do. >> they make a lot of money with fees. we help with short-term liquidity in a variety of ways. we were the first company to offer two day early access to
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your paycheck with direct deposit. we also offer up to $200 a fee free overdraft. now we are launching my pay. consumers that sign up, you can sign up right now, we are launching the wait list. all of your viewers can come on. you sign up and get direct deposit of your paycheck. then you think about the way payroll works in america. about 70% of americans get paid every two weeks. the question is if you work two, three, four days a week why should you lend your employer the money you have earned. now with this chime my pay service anytime into the pay. you can click access on-demand up to $500. it's a fee free option you get access to usually in 24 hours. then you have an option where you get instantly for two dollars less than the price of a out-of-network atm fee. >> when i go to where my mom grew up in a tough neighborhood of philadelphia, every other
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block is a check-cashing outfit. i can't see why you would ever have to go to will check cash or if your bank is there. >> we would love to get rid of the payday lending. >> do you record that -- it does not belong anymore. >> we see this as a totally different product. we are just doing a one-off transaction. we are in the business of developing primary account relationships. people with ongoing direct deposit. via are able to take risks on other people that may not be deemed to be able to take a risk on by the developments. we are able to monetize the relationship through this primary direct deposit relationship we enjoy with the majority of our members, actually. >> so what is available to them? >> we have a host of financial education services. we have a lot of culturally connected social posts. people don't want to be lectured or read textbooks but we have tools to help people save money. of course, hitting your
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finances right starts with avoiding fees. that is sort of foundational. >> we know what what is happened with the game stop and amc we don't mean that kind of game. >> no. like educational games. >> some might say it's just a game. when i open an account i do want my direct deposit. >> it goes to one of our two partner banks. we offer fdic insured protected checking accounts. it is not going to a phantom pulled it is unregulated. everything is regulated by the bank partners. the money stays in those accounts. think of it as a tri-party relationship. they sign up her account with chime all the money stays there and they get these short- term liquidity and credibility efforts that we offer. >> this does not seem o be part of the operation. should it be? >> we are not focused on crypto.
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there are applications around storage and value in certain markets. probably international money movement. for our members, some of them certainly to trade in crypto. a lot of our members are still early in the process of developing an investment plan. we don't want to start with crypto as the lead in that. >> i get it. i am always very concerned that there are people that start at another firm for young people and they fizzle and now it's gone. it has destroyed a lot of people. i think you are being prudent. i don't think you are being condescending. >> i have respect for a lot of those companies. when we do launch investing services which we don't have yet we will likely start in a regular rhythm of investing to a low-cost etf and those sort
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of things. we don't have ambitions of creating a trading app. >> very good. lee stoll. i have to ask you. i know it's a sensitive issue but any plans in the next, say, year to be public. >> we are excited about the prospects. we do not have plans of the immediate teacher so it's not a 24 thing but it's not too far out in the distant teacher. >> good. i like to encourage outfits that help regular people because that's what we all started as. anyway, that is chris britt, cofounder and ceo of chime. you can get the full list of cnbc disruptors at cnbc.com /disruptors. mad money is back after the break. when we return master the markets one stock at a time. the lightning round is up next.
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♪♪ lightning round is sponsored by charles schwab. trade brilliant you -- brilliantly. it is time for the lightning round. and then the lightning round is over. are you ready? time for the lightning round. let's start with norman in new jersey. >> hello, jim. booyah. >> booyah. what's going on? >> looking at a stock that one of my family on it is down to about 130. what do we think about moderna? >> i'm a believer.
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i have been a believer since 16. i've never backed away other than the fact it went crazy drink of it. ever since it crashed i am in. let's go to barry in florida. >> yes. long time listener, first time caller. >> excellent. >> i'm also from philadelphia. okay. my med. >> i am a big believer. anything went into it. anything that makes it so there's ways to get rid of pain and do good without getting people hooked, i am all in on. it does not mean you will make a lot of money. i don't care. people need to recognize this as an unmet that will make money in the end. let's go to dennis in new jersey. >> booyah. >> booyah. >> i'm a first-time caller and i'm calling about mobi manufacturing. >> that kind of metal bending
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is what is working. that's what we preach in the club. a club like that like the group of people. not a club. i like the concept. how about perez in california? >> how is it going? >> not bad how are you. >> i need your help on this stock i am looking at. they are in the electromechanical space making devices. they also produce gas analyzers for the semiconductor industry. the card looks fantastic. lower left upper right. as we like it. i just wanted to get your thoughts on ame. >> i got a ton of it with my hedge fund. i like what you are up to.
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let's go to jerry in missouri. >> hey, jim. thank you for taking my call. >> absolutely. what's going on. >> the meme stocks seems to have a pretty big two day run. my thought is with this company that made a terrible decision in my opinion to use electric vehicles. the customers were charging them on return almost criminal. i don't think that is the future because they say that they are selling them. should i sell or double down on my hertz position. >> i don't want you to sell or double down. let's see if you can go higher. i do think it is probably too cheap right now but if it got to eight or nine i would sell the stock. >> let's go to cj and florida. >> hey, jim. fair isaac you. >> fair isaac you -- booyah to you. >> thank you. thank you very much. >> i am looking at a stock i
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had a substantial position in. >> okay. here is the problem with palantir.'s i don't know how i can make a judgment unless he comes on the show and he does not want to. ladies and gentlemen, that is the conclusion of the lightning round. >> the lightning round is sponsored by charles schwab.
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when i see meme stocks taking over again like game stop and amc. i have to remember it is irrational. it finished lower just under 15. the people that are buying and selling millions of shares, is game stop worth almost $20 billion?
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at the end of the day it's worth what they will pay for it. i prefer to be a little bit more rigorous because i want something with staying power. the best way to figure out what a company might be worth is to compare it to another one. i think the closest compares to best buy. they have a $16 billion market capitalization, not that much higher than game stop with today's ridiculous run. how do they stack up? let's use the last four years. that was a very good game. game stop revenues have bounced between $5 billion and $6 billion. best buy did $43.5 billion in sales. how about earnings? losing mounds of money, game stop made about $17 million last year. by contrast even though best buy has had earnings of the decline they still made $1.4 billion last year. you could argue that game stop is on the upswing while best buy is lower but they have basically the same capitalization of market for electronics retailer should be
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making more than a game retailer. best buy pays a generous dividend well game stop pays no dividend. i do not see how these two companies that do roughly the same thing could be worth roughly the same price according to wall street. best buy's numbers are so much higher. i would love to tell you it is undervalued but at best i can say it is too cheap. how about the possibility that game stop cannot be judged by its current state? we need to think how they can reinvent themselves by selling stock. say they could sell $1 billion worth of stock which the sec would probably let happen. if they had an extra billion dollars they could get out of some bad leases and maybe make some money and use the stock to make an acquisition. maybe they could buy best buy. i don't think any potential takeover candidate would be willing to accept the stock deal of game stop at these levels. even if they did it would crush the stock and the short-sellers
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that are currently being crushed would make out like bandits. those that own it would have egg all over their faces because the stock would be obliterated if they did a gigantic offering to pay for transmitting -- because that is what it needs because the current business is dying. the most obvious comparison says game stop is overvalued. they will not change their stripes and cannot you stock to cj said -- to by somebody else. i can't get to 44 for that matter. i see this running. the responsible move is to say cell. what about amc? game stop has a good balance sheet and turned a profit. it is that the stock is overvalued. for amc, i think the movie theater chain will mostly run out of money in 2026 when the debt comes due. they sold some stock yesterday from a plan that allows them to raise capital. the $250 million they raised just makes it easier for them to pay their debts. if it keeps climbing they can
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sell more stock which is good. it is how they made it to begin with. that is just way too daunting. in the end i think it is a dead man walking. you are catching amc in the walking phase. sell it before the dead man phase and you will do just fine. there's always a right now on last call, boxed in. the mima frenzy could suddenly have the fed in a bind. president biden taking a major whack at chinese goods. one of the ceos at the center of it all joins us. up a bit a.i. reveal. we have exclusive comments from ceo. the latest compensation numbers for nvidia ceo and just wait until you see those numbers. battle of the bundle. fight for your attention and your money takes another turn. disrupt this. yes, that

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