Mad Money w/ Jim Cramer 12/6/24
45:43 Share

My mission is simple to make you money. I'm here to level the playing field for all investors. There's always a more work summer, and I ponied to help you find her.

They have money starts now. We welcome the camera. I just want to try make you a month. My job is not just him that the teacher so call me. One two hundred and seven for three cbt, three b to quiet after basically inline november jobs report, with the other plant rate still taking up to four point two percent.

I don't think that does much to change the resort break the calculus, one reason the average has had a state session now dipping one and twenty push S P, advancing pointed percent. And then as that gaining point eight percent, that's i'm a five paul later didn't see anything today that made me surprise with the not found payroll all the way that what's on tap for next week. Let's take a look now the kicker s off the two quarters that are emblematic, what's working in this market, the data center and the enterprise software plays.

Now first, here's an oracle, one of the major companies building out these data centers. I think they're show incredible straight, really fat of sales, exactly an enlistment for data centres. Let's see if they're still planning to build those things like crazy, specially invidious stock.

Of course, the data set with that it's uncurious ly weak today made no sense because hp enterprise, one of the basest, put a blow up quarter last night and said the business of the video could be strong more from work on monday evening. I am sure we'll find out what the story was with the video stock. Two, the story that had some had today in the rest, no doubt will get on monday.

The other day should be this public of MongoDB, which is enterprise da place play with tools. Other software developers create applications for most twenty twenty four. These kinds of socks were in the dog gas barking gravity toward hardware.

Specific 的 then sales force support excEllent numbers as we get in the stocks。 Sd, while some of that because the quarter was truly actually much of just a big change of element toward these kinds of stocks is enterprise software talks, which is what they're called. We're all doing OK during the law, but tell are doing Better than OK.

And the talks are being created with the extraordinary buying keep track of the enterprise soft stocks told brothers high and house importance monday evening when the fact cut, the fact cut was an nose, the stock for up, but that is stall, because bond yells are actually and surprisingly went higher, give them more rates, the Price of the long end, the bomb market, you can see why the stocks struggle. And then by yours came down again and told been as strong as ever. Can you deliver these numbers? Is lower Price too high? Well, we want have to wait too long to find out.

Now, you know, I become a hesitant to endorse money losing companies with stocks, extremely evade. And the closed we hear from a couple of see three A I the profits enterprise super company with a stock and shot up more than fifty percent in the last three weeks of duty, eight percent just today, can to keep boring and a rush market. No, but in this market, or you can afford to bet against any company with A I and name thursday, when we get out from autism ago, here we have a copy that imports after market order of parts, including up from china.

And any couple that imports anything from china is doing with tremendous tics. M, right now, right here, what does one know has a gigantic bye, the kicks in which so can tip? Terry borried, I can tell you from the disapointment tion of my child trust that you simply can't own stocks with china exposure you here, that's in the case of this election, I don't think anything is changed, so I don't know.

I used to love that I can't load the boat. Appear all this week, always barging out like quite a rare downward. This prevail.

Close up merchandise has been an outstanding performer of many years. It's a highly promotional moment for retail. This kind of all Price change tense of a big winner. All this gets track of the traction of full unsold premium Price versus IT. Get for next to nothing and then they sell the stuff to you at bargain basement Prices.

I don't want to get off the source at the close where here comes complications tuesday morning games stop, right? They report will speak the devil games of the most, like liver numbers that please those who want to be pleased. No, that is not sick to the reason people weren't inspective devona.

Right now we have stocks like somehow A I and hot a corp. Where there's no real news, but they are just real moves. Okay, games up since have a similar percussion going.

Hey, I could have the stock of mobile games software company APP loving. Now this is a cold sock. This from one sixty eight to four, and one in a months time or nothing.

Well, that that doesn't know the work quite. That's right. All week i've been taking, I i've been talking about hell. I'm beginning to see some signs of access that do make me uncomfortable.

I think that reaction to game stop both before and after, we will tell us whether we need to know about how excessive things have really become. I can't tell you to sell IT you blame me if a source or no earth, but I can't tell you to buy IT either because I don't have any any legitimate reason. What's whoever to do? So it's a cold stock, and this is a market where people seem eager to drink the cool way.

Like I said, tough moment if you want to be. Rigor spire of an expense stocks have belonged great companies. Wednesday, we start the morning with the C.

P. I, the sum Price index that meets two weeks for now in its inflation players uly. Pretty darn harper than the cut rates.

Again, all, I always still see high Prices when we go to supermarket, right? So we shouldn't be surprised the CPI comes in height at that point. Why should the fed really bothered to cut, be ready for that kind of chatter? Don't worry, they're still kind.

We also simple corporate news that could help explain something has been a real me mabe me. Maybe i've talking about what happened around maces, where employee apparently had moons and delivery expenses hidden. Now heroes es are entitled to know what really happened.

You, I don't think, to company, is fully explain at all. And we want to know exactly before we pay attention to the forecasts. We got to understand what went wrong.

We need answers. But i'll someone got away with this. And more important, there's the cover now of the systems to try to catch anything like this.

Mount vision. I don't know. As I mention all the enterprise soft talks have been roaring, reacting very possible to pretty much everything these days.

So maybe we should start thinking about buying the stock of an dobe, which has some of the very best software to help business with marketing and web design. I like this company very much, but it's been stuck in enterprise software per gator. Not anymore.

Maybe he has a real run by just livers. Good numbers. Thursday starts with a produce surprise index number. Again, we need his inflation tion over someone. Please cool down.

Been so much speculation that we have to worry about what happens if the fact gets cold feet about rk us, and pull the rug out from minus at this point, at this pace of access. Well, let's just say they might have no choice but to serve some break cuts next year. Finally, one of my favorite talks, reports broke come simple A G O, by the later reports.

And this tends run up into the quarter and then sell off when we see the actual sales nurses. I expect that to happen again as broke up. Makes equipment from networking our facial intelligence as harbor forms and services and harbors a lot of fashionable the sun.

Now we only broke up for ages for the chapters, and i've urged investment club members to buy broke up on these very tips I just mentioned. It's been a terrific successful strategy. This time should be no different.

So let's understand, because dana, poor and attra chance to put trade bottle, look, i'm trying to get my arms around a market that takes up all sorts equipped, lots of one, proper coverage, never too great to sign for those who wants to peto cut people. I want you to keep that mind. So you want be surprise if you get some overhead inflation numbers next week and the market gives us some these extraordinary gains. That's got a Michael pena, Michael?

You Christmas, your family, thank you and a happy new year. Alright, right? I'm calling about ford. IT has a year old of five point nine as A P P of thirty.

And given in the fifteen sense, I know a lot of people don't like IT right now because of the threatened tires coming from trump. And I believe that there were forty percent of our ordinal few parts and staff are exported to united states of mexico. So what is your what is your outlook? Was you like my seller? Ld, you know, I bucked into someone .

this going walk up to stare here, these change. Do millions pay any attention to these taps? I said, I sure. And I talked about IT, and then I mentioned ford.

I said, look, theyve got this really convoluted, earn ship structure, where you can have of how parts made and ship back to the and that that's a kind of that he could really be heard. I think you've practices moriz ed IT. And I think even though at ten IT does seem cheap, it's not and I don't want to own the stock. Let's go to rich into jersey. rich?

Hi jim. Happy holidays and jersey show you up from red .

off that omino tion growth guy. Good at be on the show.

Thank you. My questions on the chemical stocks in getting hammered down twenty three percent year to date, closing today, around forty two dollars, stuck in a high of sixty hours back in may of this year. It's been on a slow, steady going down. Um got a nice division six and percent. And i'm puzzled that why the stock keep going down week after week.

okay. It's a great question. It's a great question, rich. And let me just tell you that the numbers keep going down and that's why the stock keeps going down. You know it's so sells at twenty times are only as the eyes keep going lower, and that is because of china. And when we have these stocks that have anything do with china, they just tend to hurt, hurt and hurt.

I will say this though, this stock has reached the level wear, if IT goes a seven percent year old and I know the money people of for the year going to say you have to buy. Let's go to adam in georgia. Adam.

我知道 他 不让 我们的。

report。

Man J, I was Better. I would .

get that is something of pleasure.

for. Twenty five years now, run by this all time. Now, do you think I should buy more or so? OK, no.

don't, don't. Ll, it's up on. Ke, it's a four thirty one. I be on for the travel trust. It's still as and sell thirty times, joris. Why do I say that? Because of the fan is actually going to cut, is going to end up the earning much more money than people think, pull on and IT comes back down to ten.

I know that we will tell people in the chapter just import two well plate aren't listen to me, don't be surprised if we get some overheated lation numbers next week and the more you hard bonito is happy out of the hole industry party to the latest stock action you I take on l human and less that you call the romans were a couple of a short name, a long game and a short tenure as a public company. I think some home work, let me tell you what I stand, but he is a little difficult time, let's take for them. And later, are your purpose in need of your and unlocker create markers holding as we play m by the first fight.

So stay or at cremer. Miss a of the money. Follow cramer on x have a question, tweet cramer ash, tag mad mansions. Send you an email to a mad money of C N B C 点 com at one hundred C N B C。 That come ley lies an american success story.

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This is a new frontier.

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that destination for powerhouses now, of money making, powerhouse cities of success. Salt lake city, premier to summer ten tester, C M B C, serious X, M one twelve.

Whoever you call on the stock that I have really been following closely, I promise you some home where I can come back with a more informed opinion. This time we got a real interesting, I look at a long time train taxi asked about erman and jodha. That's the parent company of the high end men's, where brand of the same name lately and up, the more bronic guy bragged the battles of school on the street.

But who can appreciate a good thing? Your suit? I won my fair share, but I hadn't been following them in the stock is only came back three years, going to came back came back for a merger with a special purpose acquisition company.

Our back remember those best to say, you was a real committing with real sales, real earnings is not very much Better than most. The spaceship then IT was flattish for most of twenty twenty two when the other former backs were falling apart. Then I had got hot.

In twenty, twenty, twenty three, climbing from ten dollars to all time. I have sixteen dollars and change in August blast year. Since then, that was ana has cooled infinitely by the time to the bottom of seven dollars and change.

Early month IT was down about fifty six percent from its peak last year since then found a eight large change. But that still a major just count of the ties we just need to figure out of angers worth buying down here. Now that is a tRicky question because angle, the company is the court repair of three different men wear brands with genia.

But there was so tom Brown, which they brought in twenty years, then tom ford fashion was any required just last year. All the stuff is extremely high end in your brain still counts for sixty eight sales still from the high seventies, up before the time. Ford fashioned acquisition time grounds, twenty percent.

Tom four. Fashion main, twelve cent. Now, geography as well, bounce across the globe, though the uneven recovered from code that has impacted some of these numbers.

The age of acidic vision made forty one percent of business last year versus over fifty percent twenty one. Europe, the middle east and africa was the second largest region in thirty five percent of sales. North amErica was only twenty two percent of sales, with the final two percent coming from the market.

In the catch al other, the big overarching story here is in his gradual transition for ming, a traditional family run business focus almost entirely on high and menswear to more of a modern diversified fashion. It's kind of in the mode of lb m or major curing. That's the parent company of gucci.

And in A N G, I like your shoes. That's why they'd bought tom Brown and especially tom fourth fashion, which gave them a lot of this accessory exposure even as in your brand itself, has expanded a beyond suits and really a big movie of footwear. Ah they even make sneakers trippers stage sneakers, to be clear arly their favorite with the exactly class fans.

I got apple seat, your toh tim coca, check me more and sit your Jamie diving warm. So that's the start strategy. But the role and execution, let's just say they have been on even then, just had nice growth in twenty two and twenty three couples, consolidate regular growing overall from one point three billion euros in twenty twenty one to one point nine billion euros last year.

Now much of that growth came from tom forward fashion acquisition, but this anian brand and had twenty percent organic growth last year, tom, and was a eighty percent this year, though the growth has disappeared completely through the first five months of twenty twenty four total company organic cells were done four percent, while the jie brain still saw two percent organic. Tom four fashion ers, down four percent, and tom Brown saw a thicky twenty seven percent twenty. Now something that comes down to the temporary issues like changes the company's wholesale strategy, which is result very uneven numbers.

Not the big, big problem present is china. Remember, age of c is the largest region by sales, but that's been a horrible place to meet in the post code here. Certainly not the only luxury goods company has been felled by china, but you've got ta wonder if their weakness, the weakness in china, is really a result of the swap economy, have been a temporary or is a larger or structural problem now jesso out that one.

But don't forget, chinese government been cracking down on the ultrarich, getting back to its mAlice. Roots not good for life means where, when you look at this, this recent results, twenty twenty poor feels like got gap peer for them at the concession ssz CoOperate, basically flat sales. And after seeing the action results for the first nine months of the year, I actually think the flat cells would be a win.

But earnings are on track to be down substantially now that the upshot is that at least according to the consents assessments, janise business should bother this year and start growing again with modest speed. Four percent sales, twenty twenty twenty five for accelerating the high single digit growth in twenty twenty six. And I could translate the high double this urge growth over the next two years.

If you go by the time the janise less than sixteen concerns that appears for a lead to L V H to twenty times stories, those senior doesn't have category above makes, which you are really great company gently much. I just not sure about how much conference to have in those genia estis the answer all over the place in this one place, gobs to back they ever buy way on anian Price targets of twelve seventy and ten fifty, respectively. Either one of those would represent very nice gains for the stock.

But the most reason for the initiate cover on genie was Morgan standing and they slept IT with an underwear rating and the seven twenty seven thousand twenty and Price target kindly. Given the company's recent sales strength, it's tough to blame more in stand for being. So data business has simply not been that.

So here's how I see that is certainly a trigger story. I love the core brand. Definite love the brand. I ve actually were two suits this week that that was a and I feel good about the T G.

Plant, at least in theory, if you believe that you can can get its act together possible in position, be more like those large, diversify fashion houses. And this would be a great time to buy the stock. Still a very child favor, but i'm not a believer, at least not completely.

We just don't know how this tragedy will play out the intermediate future, and the analysts don't see to know either. So let me give you the bottom of a very complex story that, that a you are called in on is then you can hit the consensus these numbers of the stocks definitely by. But I just don't follow the inner ship well enough to conflict to tell you that they can pulled off.

I say, is that is specular by a pest if you want to turn around. This is the time for us. But given that there's no evidence of a turn yet and I don't have an age year, i'm not willing to stick my neck out on this one. At least for now, this stock is not as good as the suits. Hey, let's go to area and for eric.

Jam, jam, jam. We're back. Thank you for so much .

for having me on tonight. My is what's 他们 给我 唱。

We talk a few months ago about disney and it's up .

big since. And I still like to give thirty three percent .

boost in the division that .

know we what's the more we have a good pizzas position. Thank you for I bring .

IT up what's going on well today about nike. Um we're looking at IT and it's hard, five years old and I able a little bit and I just want to I want to have some confidence to really don't the load of cash .

into the stock right now. Nike is so hard. Nike is so hard.

Yes, why member we football report this weekend, the numbers from nike really knocked that create. You have a new CEO and L E. hill. You have to give him a little time. I think that the stock could be down one more leg and then up. So I urge you to stay with a and if we get that second down, like let's buy because I think that, that will be the bottom in the stock of nike. Let's go to germany, california, germany.

Hi im. Huge hand. thanks.

You're taking my call. I wanted to ask you .

about top goal called brands and what are your thoughts on decision to spend on top golf? And is IT the right move to a lot .

shareholder? Ue a is a very, very hard call. I was confused by with the spin and fused by the I whatever all I can tell you to be cold feet on the stocks down, where we did the stocks down forty four percent and i'm not touching period.

And the story now I says genius is expected by the best if you believe in, to turn around, at least for now. I'd spent more money on the suits on the star. Now, what went on the head of this for my body head, including primary favorite game, shell, and I diverse, plus afterschool one and all to sort higher on today's earning speeds. I think, of course, you get the consumer place, of course, of course, very hard to. But why do so stay with framer?

Once a destination for powder house, now of money making power house, driven by money, power and faith cities of success. Sol leg city premier S C tensor c twelve.

Where have you called on the stock that I have really been following closely? I promise you some home where I can come back with a more informed opinion. This time we got a real interesting. I look at a long time train taxis asked about erman and jodi genia that the parent company of the high end men's, where brand of the same name lately and up and more bronic guy, bragged the battles of school on the street. But who can appreciate good thing your suit.

I've won my fair share, but I hadn't been following them in the stock is only came back three years going to came back came back for a of merger with a special purpose acquisition company. Our back remember those best to say you was a real commitment with real sales, real earnings and software, much the most other spectrum. Then I was flattish for most of twenty twenty two when the other former spaces were falling apart.

That kind of got hot. In twenty, twenty, twenty three, climbing from ten dollars to an all time. I have sixteen dollars and change in August last year.

Since then, that was ana has cooled off thing definitely by the time to put in the bottom of seven dollars and change. Early last month, IT was down about fifty six percent from its peak last year. Since that is bounce at eight dogs change.

But that still a major just count of ties, we just need to figure out of angers worth buying down here. Now that is a tRicky question because angle, the company is the court repair of three different men wear brands with you. But there was so tom Brown, which they brought in twenty years, then the time ford fashion was any required just last year.

All the stuff is extremely high end as india brain still counts for sixty eight sale to them from the high seventies, up before the tom ford fashion acquisition. Tom Browns, twenty percent time, four fashion remaining two percent. Now geog well bounce across the, though the uneven recovered from code that has impacted some of these numbers, the age of pacific region made up forty one percent of business less year versus over fifty percent one.

Europe, the middle east and africa was the second largest region in thirty five percent of cells, while north amErica was only twenty two percent of cells, with the final two percent coming from the market in the catch al other region. The big overarching story here is in his gradual transition from me, a traditional family run business focus almost entirely on high and menswear to more of a modern, diversified fashion. It's kind of in the mode of lb m or major curing.

That's the parent company of gucci and in A N G I like your shoes. That's why they bought tom Brown and especially tom ford fashion, which gave them a lot of accessory exposure even as in your brand itself has expanded suits in a big movie of footwear. Yeah, they even make speakers triples stich sneakers.

To be clear, clearly, there are favorite with the exact things like apple seat, your tim coa jme morning, see you jammy. So that's the start strategy. But the role and execution, let's just say, they have been on even IT has had nice growth in twenty twenty two and three couples consolidate regner growing overall from one point three billion euros in twenty one to one point nine billion euros last year.

Now much of that growth came from tom forward fashion acquisition, but the anian brain had twenty percent organic growth last year, tom, and was a eighty percent this year. Though the growth has disappeared completely through the first five months of twenty twenty four. Total company organic cells were damp four percent, while the jie brain still saw two percent organic.

Tom four fashion's down four percent, and tom Brown saw a sinking twenty seven percent twenty. Now something that comes down to the temporary issues like changes the company's host e strategy, which is resumed very uneven numbers. Not the big, big problem presentation is china, remember age of which is the largest region by sales.

But that's been a horrible place to be in the post code year, then is certainly not the only logger goods company he has been felled by china. But you've got ta wonder if the weakness the weakness in china is really, really a result of a swap economy, have been a temporary or is a larger structural problem now, juries, all that one. But don't forget, the chinese government been cracking down on the ultra ich, getting back.

MAlice, roots, not good for life elsewhere. When you look at this this recent results, twenty twenty poor feels like I gap here for them at the consecutive ments corporate basically flat sales. And after seeing the actually results for the first nine months of the year, I actually think the flat cells would be a win.

But earnings are on track to be down substantially now that the upshot is that, at least according to the consents assessment, its janise business should bother this year and start growing again with modest speed, four percent sales, twenty twenty twenty five for accelerating the high single digit growth in twenty twenty six. Now I can translate the high double digit ange growth over the next two years. If you look at the twenty twenty six years the genus trading at less than sixteen concerns that compares for every lead to L V M H and twenty times aries.

Those senior doesn't have pet gory above match, which you're a really great company, which gently much I just not sure about how much conference to have in those genia estimates the end are all over the place in this one bogobo back they ever buy rating on genia Price starkers of twelve seventy and ten fifty, respectively. Either one of those would represent very nice gains for the stock, but the most reason from the initiate coverage on genie was Morgan standing and they slept IT with an underwear rating. And the seven twenty seven dollars Price target can only given the companies of recent sales strength, it's tough to blame more in standing for being.

So data business has simply not been that good. So here's all I see you is certainly in a trigger story of the court brand. Definitely love the brand.

I actually were two suits this week that was and I feel good about strategic plan, at least theory, if you believe that can can get its act together and possible in position to be more like those large, diverse by fashioned houses. And this would be a great time to buy the stock. Still a very of child of favor, but i'm not a believer, at least not completely.

We just don't know how this tragedy will play out the intermediate ture and the analysts don't see, you know, either. So let me give you the bottom line of a very complex story that that a you were called in on is then you can hit the consensus of these numbers. The stocks definitely buy, but I just don't follow the inner ship well enough to confining tly tell you that they can pull off.

I say that is specular by a best if you want to turn around. This is the time for apps. But given that there's no evidence of a turn yet and I don't have an age year, i'm not willing to stick my neck out on this one. At least for now, this stock is not as good as the suits. Hey, let's go to area and for .

an eric dream dream, we're back. Thank you for so much .

for having me on tonight. My pleasure.

Tell me what's think we talk a few months ago about disney and it's up big since.

Yes, and I still like to stock. You give thirty .

percent oos in the dividend.

We get a some more we have a goop size position to bring IT up.

What's going on call about nike? Um we're looking at IT and it's it's how to be five year low. And I got a little bit and I just want I want to have some companions to really don't the load of cash .

into the stock right now. Night is so hard. Nike is so hard.

Yes, why? Member, we football report this weekend, the number from nike really knocked that great. You have a new CEO and L.

E. hill. You yet to give him a little time. I think that the stock could be down one more leg and then up. So I urge you to stay with IT. And if we get that second down, like let's buy because I think that, that will be the bottom in the stock of nike. Let's go to germany, california, germany.

hm, huhn. thanks.

You're in call, and thank you. German and what's going on?

Wanted to ask you about top of kale brands and what are your thoughts on the decision to spin off top golf? And is that the right move to unlock shareholder value?

But this is a very, very hard call. I was confused by with the spin and fused all I can tell you to be cold feet on the stocks down, where we did the stocks down forty four percent. And i'm not touching period.

And the story now I say genius is expected by the best, if you believe in, to turn around, at least for now, I spend more money on the suits on the star. Now, much were on the head. I miss for my money ahead, including primary's favorite game, shell, and I live plus after one, and all to sort higher on today's earning speed. I think, of course, look at the consumer place, of course, all, of course not. But why do well to stay with framer?

As we ran out of fearful record highs for the bark ts that we admitted air some fraught than some serious players. And this worthwhile to take a step back in value where your portfolio is heavy or light and any given sector. And that's why I were going to play in I A as when you call you give me your top five holes, I tell you portfolios to verse five maybe need to mix IT up.

Well, let's start. We can inflated. Can your first .

call what you got for me here from before? Boyah and simplify. Thank you for all you did this week of november eleventh of the vets.

and thank you for serving most appreciate.

How can I help my stocks? Are apple. And card, microsoft and NVIDIA. I know that the two of those are by, don't sell, a little worried about my emphasis on text. And I diversified.

right, can take a look at this new. And I said, I have a simple problem with my travel trust. I have said on, don't sell in video and apple, that's been right.

But the problem is that is actually and odds with my discipline. And i've been saying IT because I think that it's okay to have a couple. This is my new rules, and i'm more so okay to have a couple of deviations from your rules.

They don't have to be hard and fast. But we got A A fin tech. We've got a drug company.

I think it's once going back to thousand. And the one that I most worry about, this microphone, you can do, need to. I own mx soft for the chapel choice. I actually interested in sell and just started trimming some.

So why don't we just bring the register oft? And why do we add an industrial? I am completely enema red right now, a dover, which we had on recently by around the two hundred level.

Or if you wanted to know, kind of really think that maybe things you get Better. Why not something like a consolation brand? S T C, cheap i've ever seen.

And then I think you will be fine. So we're we're going to sell microsoft. And thank you again for what you've done for our country. Next, let's had to an in inDiana europe. And .

thanks, jim. Five stocks are lily, costco, wealth, fargo, stanly, black and decker and palo alto and I diversified. Oh.

that's good work. These are stocks that we proudly ly own for the travel trust, which I like the one I is kind of not doing that well, but we have standing back to the one that's not doing that well. And I say what's called a tool company, that we have costco， which had all time high, the day power to, which is the simple security company, the U.

I. L, which I said is coming back, and well, fast, which have been a total breakout stock. We got that when Charles shop doing a lot of good things, we ve got to finance.

We ve had a retailer, we've got a cyber security, we've got that home to company, and we have drug company. And an idea is perfectly diversified, not fantastic. Now, as you can call from pt in texas, P. T.

Hey jm, thanks for your help with my john y. Man's zl portfolio partner.

oh, man, okay, be right. Let's to work.

All right. My stocks are cmg to partly mexican grill, T, T, D, the trade desk, C, A V, A cover, H, H U B S P L T R tears.

A crowd favorite, by the way, is actually cheap. Ed, on the rule of forty basis, I have a spot we've got. No was a kind of junior cells force that's called that trade desk.

This is the company he is taking them on google and done a great job to police will know what like to police is, I guess, like the low, actually high single digits pants here is that cyber software, cybersex security. And then koba h two that I like very much. But we're gonna have to trade koba out.

We're going to bring an U I will to go with the tech, a advertising company, a restaurant and a restaurant chain and a cyber ity company. We activate that change, otherwise we have too much concentration as IT is. Someone might to argue that I shouldn't allow both hubs cotten pantier, but I am saying this is much more defensive and and so we're going to be OK in that and now are less. But the least obviously is true in cana. Drew.

my brother too.

Thanks for the education .

in the around of diversity and suitability. My five stocks are casco, apple, google printer, gam and a good one. And twenty twenty four go sex.

Yeah, that is where I am in the lamb. And the goldman is doing fabulous. Ly, still think of IT very proud of the time that I spent their gold's finance.

Apple, obviously owner, to untraded proper gambles actually off today with some other, other things I think is very good. Product company costco, the great retailer. Er again all time holiday h ala bit nap, we're not going to allow that.

We're going to get rid of outfit we're going to put in eli lilly outbid is very ty inexpensive, but I don't like what just problems doing against them. I think we have to make that change here. You know what? We have time for one more when we hate with tibet. I in the body .

b he creates him. Happy almost. Y happy almost. weekend. My stocks are, my stock are adobe Amber ruby in fish, amazon axon. And my Christmas pick is home deeper.

All right, these are, these are nice story with nice story, her own tip, which was a very big little cook, because we tell you on the job trust. By that, I did the teeth of some bad numbers, and IT has been dead, right? Amazon is my favorite retailer of all time.

But IT also says, as on web service. So i'm not going to say place with that, by the way, the amazon, well, every crime, all right now, this is fashion and this is home. This is the home company is that does not trade with the fashion company is, of course, that right exam, we know this really, by the way, is not tasor.

IT is all sorts of medical. I like all sorts of a of what I would got, this police work papers, like all sorts of involving justice. I guess let's put IT that way. And then I don't be which report next week, which is software that's gone that makes you create.

And I could argue, no, i'm going to let this go and going to let this go because each one has its own little niche and that would be ashamed to sell adobe ahead of what I think is going to be a decent quarter. So thank you again to all our course. That money is back at the break.

Coming up, cranmer takes your calls and the sky's the limit is so fast. Fire lightning round next.

play.

And then the lightning round is over. Are you ready? Sky day on the light, brokers go to James or Jerry.

And thanks like my heart.

my pleasure. What's happened?

I don't invest, manage the companies, but this one has had such a nice rise this year that is hard overlook since you added a portfolio. I also started the position that IT isn't going anywhere. What do you see the catos to get this when moving up? My question is about blackrock OK.

This is a great question. Do I get plus ate when the stocks been in a thousand change for a long time? I look at the long term dist in the reason I was happy to buy here because I don't care about the new term on the stock.

I think if you buy a company that Larry think is running and you way just owner over the many years now, everything can be, i'd like to have a past teach in in the travel trust, everything going to go up. And once something you just can be very solid for when things go down, you can buy more than that black ground. Good, James. About very James.

Hi James. Thanks for taking my call. Of course, I will opinion on apply digital is IT a boy? I apply .

digital is again, its enterprise software. And those stocks can not be kept down. I am not glatt bite or sell. I am just saying, and a Price shopper is so hot people, dani, for the dance.

Professor crime.

yes. What's up daily?

I just wanted tell you that i'm a long time viewer and listener and a loyal fan of jim cramer, N. C. nbc. And I just want to thank you for all you've done .

for us over the year. Thank you. And we go out of every day here. It's not easier at a great step, makes you look good.

How can I help? Yes, or we love you here in gator country.

I wanted to .

ask you please, if you could let me know your opinion on exon mobile.

I think axon is overbid versus share right now that has been in the wrong call to make in twenty twenty four until recently. These stocks, by the way, are not stocks you want to own because they're actually high Price story's mobile stocks with yields that are not as great at only because the stock too high. Good to jack or jack.

thanks.

You're take my call, Jimmy. Sure, jack.

With up a vine for the dividend, which they have a good track record. L Y B line deal based on industry.

It's finally you mentioned that one got december, said you the V I like chemicals. I think you go, I agree with you. I think if these Prices you do not stock, I would buy more about playing out for your thing.

不要紧。 How are you? I am doing well.

How are you doing? good. Thank you, jan technologies. It's been a free fall down forty percent in the park.

Should be IT be IT doesn't have IT to me. This is kind of a stock that which you never go out. This a visual solution for IT should never gone up as much as did.

And it's kind of come back down and it's not gone going out. IT went too high. It's up way too much. And I want to let's go to neck in the .

brass and neck a good afternoon, jim.

and happy family. Yes, thank I. Thank me too. What's up?

So in july, August of twenty twenty three, this docket all time eyes and was hitting on all sound sonders. And like you typically suggest, you always say, let IT come in. So I came in round ninety, fied to initiated a position, and IT went down in the middle ties.

So I bought some more. And then I went down into the seventies, and I was filling out my position. So i'm wondering what to do .

with on semi conductor. Semi is a very difficult uare all going because they all have auto version, auto places. No, what was no place to be other industry slowing down.

So even though I think that has on a corrie does a fantastic job and on i'm going to say it's got to go even lower still. And I can't recommend that as painful as I did because this is cheap. It's got a current White, please, curtis I put in.

Billion, billion of that. What money? One date. And I out of the ducky today, no, that was not mean someone who really is very posh from the ele. How kind of help.

sir? I like know that a little company called flying industry and logy .

I T all right now, this is the kind of copy I do like. This is an industrial company of all different kinds of things that reminds me very much a dopper, and like very, very much and that of the lights desponded.

charmoz.

Oil boy, when you report a good number in this tape, people prepared to be rewarded. That's all I can say after seeing the action movie women, older beauty today, both livered, excEllent top bottom line piece, both saw the stock store google up on the sixty percent, all to nine percent. The study moves our testers to a new phase of this market.

One words 了 for performing well are dramatic， even violent, crushing anyone who might be betting against these company and also have had their dollars of the last few quarters. And they're been a lot of people betting that we see some meat this from them. And they reported all this had to deal with the slowed down the cosmetics you lose clothe exactly cheap and cept prograf lawn and room stoma, both we ers to sell goods of full Price.

Will they fear poorly? Both were right for a bruising, but both they were beyond expectations, at least for those who didn't pay attention to what these covers have been playing. First is we had all to one at the show at the end of the tober.

I see you get tile of time of good things to say. Competition named me from the seemingly endless piece of the forest. Simmer down the mass cosmetic buyers have returned. The club members were spring for all goodies. IT was hard not to feel more bullish about old skin Carry.

Cosmetic ics had stalled and the customer was cutting back on spending so much of a boost interview, the market was shock, shock when all the things keep set on a show are happening. I they happened. The stock corrupted the new sip. I wouldn't even call IT news because we broke the story with that interview a few weeks five years ago, a reminder of why we do these interviews in the first place. Lemon showed up, especially when we put the CEO carbin mcDonald's in the street this morning.

He explained that not only was he able to maintain full Price for the goods in us, no promotions here, but IT also is accepting strong sales in mainland china in the tories in shack loyalty program, still growing nicely nonis the can drive behind SE execute sales. IT was truly an x of quarter at every level. sure.

There are some different pictures of the U. S. A, D.

Same for sales, but I bet those could be coming back. That may be a thing of pass company. Walk back a tonus doctor in the quarter. Pretty pression IT. Looks like they took out a lot of sales they did.

That's becomes surprisingly common as marking IT seems as if the cellars for so many stocks either don't have that much stock left to sell or just out of shares entirely. Well, i've seen some both stock market euro before. You didn't know that this is an extraordinary thing to see such outsized moves on.

Very good. Other news, usually sellers materializes. Some level in the stock can break through that selling.

The Price points tend to be too attractive to resist selling, but the selling just aren't showing up in this face of the market, which means there's no problem selling. IT just seems like everyone's content to time out of ten, twenty, thirty, forty points. That's new.

That's different and as possible for those who helped through adversity, not a predictive move, women alter and stocks that were undervalue into the print. And there's so about these runs, they actually deserve the premium. Just be aware that we're seeing this kind of action all over the place.

And there are many other stocks that don't deserve the premiums, those overly appreciated stocks or they're gonna back their gains once the seller start showing up again and they always end up doing so. Like says always for my part, if I just are you made money, i'm jm camera. See my day.

All opinions expressed by jim cramer on this podcast are solely cramer's opinions and do not reflect the opinions of C N B C, N B C universal or their parent company or a philoetius, and may have been previously disseminated by crammer on television, radio, internet or another medium.

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