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Mad Money, November 7, 2011
Mon 07 Nov 11 | 06:00 PM ET
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these road victories are hard to come by. yet the market survived every challenge. we in the media are often considered doom sayers. the market played a bunch of games last week and in the end the playoffs seem to be beckoning. we should have lost more games. we didn't. the bottom line is that the resilience must be respected. at least acknowledged as pretty darn bullish. especially if you consider how the incredibly vocal confines. we are in soldier's field giving them a beatdown, giving them the business. who knows what happens if this market ever plays at home? how about scott in florida, scott. caller: hey, jim, boo-yah from clearwater, florida. yes, sunshine what are you doing with the phillies home away from home? caller: not bad. i have one question for you. what do you think silver is going to be after the cftc finally gets its act together on the position limits and if they can ever make a definition for the word swaps. i don't think they'll ever get it together. we are in some period moment here. the government -- when the government takes on chicago, it gets its head handed to it. when the government takes on new york, it owns new york. futures that trade in chicago -- chicago is hands off out there they can do whatever they want. that is the wild west as opposed to wall street which is occupied by the federal government. tony in virginia. caller: mr. cramer, i've got a big u.s. air force commander in chief's trophy winner boo-yah for you. i come back with a thank you for serving boo-yah and hope you're watching the veterans show this friday which will be monster good. you get. i've got a two-fold question. number one what do you think the big picture chances of another holiday before the 2012 election? and european, what is the true macroeconomic stimulative effect of a $1.5 trillion repatriation? i read a lot of reports that say the last one in 2004 was largely ineffective. over to you, jim. the last one had no restrictions. the money came back. a lot of executives bought back a lot of stock that. was stupid. you're not allowed to say that because they are supposed to be smart and they are paid a lot of money, but it was stupid. this time they are trying to figure out washington how to get that money back and have something be done. they are not going to be able to figure out in time. the president is not engaged in the issue. maybe he suddenly comes up and says, hey, i've got a plan. i'm not seeing it happen. it's a democratic no, republican yes repatriation. here comes the rain again. we threw everything at this market and we rallied. that resilience does require acknowledgement and perhaps more bullish stance. when it comes to bad news like the honey badger, yeah, this market don't care. this market don't want to go down. mad money will be right back. walk with me market truth serum. housing in the doldrums. the economy facing a slow recovery. or is it? cramer's found the stocks that say housing may have a stronger foundation than you think. and later -- injection of profits? allscripts delivered the light prescription for wall street when they reported last week could this high tech health care play be the best medicine for your portfolio? dr. cramer's exclusive when the company's ceo is just ahead. plus -- sinking ship? this tanker stock lost over 40% of its value this year. time to get on the lifeboat and evacuate or could the tide be about to turn for this high seas high yielder. don't miss nordic american tanker's ceo. all coming up on mad money. i played professional basketball for 12 years. today i own 165 wendy's restaurants. and i get my financing from ge capital. but i also get stuff that goes way beyond banking. we not only lend people money, we help them save it. ge engineers found ways to cut my energy use. more efficient lighting helps junior stay open later... and serve more customers. so you're not just getting financial capital... you're also getting human capital. not just money. knowledge. ge capital. they're not just bankers... we're builders. ...and they've helped build my business. flat out my whole life. ran into a pretty serious medical issue. i was prescribed one drug one place, another somewhere else. turns out if i had taken both drugs together, i'd have been in real trouble. but unitedhealthcare spotted the danger, and warned my pharmacist in time. we only get one shot, and i want to leave this life exhausted. we're more than 78,000 people looking out for 70 million americans. that's health in numbers. unitedhealthcare. unitedhealthcare. here's a question. if your home is such a bad investment, truly a wasting asset like many in the media would have you believe. the heck are people spending so much money to spruce them up? this morning both pier one and home depot got upgraded. people are shopping and fixing up their homes and making them better places to live. if houses are going down and down in price, these shoppers would be irrational. they aren't. in fact, they're being intelligent. intelligent consumers. the crisis isn't universal. it's not just isolated. tractor supply which is partially a play on fixing up your home. keep waiting for it to come down to do a segment on it. that's a fantastic outperformer. so is macy's. while we might think apparel play, it has a huge housewares/furniture business. lowe's has first stabilized and now started to go higher. you would think sales would simply be awful at these places if things were really as bad as the headlines make them out to be. of course, some of the outperformance here comes from superior execution. pier one radically upgraded its stores while building out a web presence that i think will be gigantic for 2012. as the terrific upgrade from wells fargo this morning makes it abuddantly clear, pier one is coming well under the price of the private crate and barrel and the public pottery barn, which is owned by williams-sonoma. wells prices a similar goods at all three. this was a staggering stat. found pier one comes in 50% below those other two retailers. they throw in a price compared with target and pier one beats that store by 15% as well. yeah. cheaper than target. to me, there are a couple of broader themes here. first, there is consumer spending, which is stronger than you think. these places are doing much better than they did during the great recession. the numbers are up gigantically. i think homes in some places, remember 10-20 districts from the kay shiller were higher. homes are regaining luster even though they are not supposed to be. of course people are fixing up their homes. they can't sell them. i come back with the idea if you're under water in your mortgage and thinking of walking away from your house, you don't do home improvement. finally, it's possible spare money for shopping is coming from off-the-books jobs. coupled with people who continue to get federal unemployment benefits and food stamps. as of tonight when i mentioned this thesis, i am urging you not to think of it as perjorative. it makes too much sense to think this kind of thing is not going on. either way, the consumer clearly has spare cash lying around. i agree with pier one and home depot recommendations. two stocks i have long championed on mad money for their great turnarounds and superior management. count me in on both places. pier one because of its genuine value on lighting and chairs i have bought a number of. home depot because i cannot recall a time when their stores ever looked as good as they do right now. let's go to david in california. caller: boo-yah, jim. what's up? caller: just got back from a nine-day trip to italy. what's going on over there? oh, yeah. caller: i'm looking into home builder stocks. the sector has been beat up recently. a lot of short corrections. help me dissect toll brothers and pulte group. toll brothers has a positive earnings. toll brothers was upgraded today. what the process has been, they get upgraded then get a statistic that says they go back down. i would own toll. i don't know why you have to own one. people want one. the other i would not recommend. it is just not right for me to tell you go buy it. i don't think that that stock is going to do well. i've got probably 80% more stocks than i think will do better on the new york stock exchange than that stock. i'm not a recommender. bonnie in california, please. caller: hey, jim, boo-yah from bonnie in boulder creek, california. nice. caller: hey, i'm wondering about dlr, digital realty trust? they have a lot to do with the cloud computing. i missed them on the low and i'm wondering if i should buy them on a pullback? they have a really good dividend right now. i have to do work on it. i'm looking at -- i know these guys are good, but it's got only a 4.25% yield. it's up gigantically. i have to do work on that. pier one and home depot. these are two great stocks that management led a spectacular turnaround. understand if things are so bad in housing, these stocks should be going lower, but they're going higher. stick with cramer. coming up -- injection of profits? allscripts delivered the ride prescription for wall street when they reported last week. could this high-tech health care play be the best medicine for your portfolio? dr. cramer's exclusive with the company's ceo. last month, the centers for medicare and medicaid services, which administer both programs, brought out the final rule for accountable care organizations, meaning health care providers. thanks to the new regulation, health care providers will need to switch from a fee-for-service model where they are paid based on outcomes. you can't get quality outcomes unless you can capture, communicate, measure and share patient's centric information. the government agency that controls payments created a ton of business for cramer fav health care technology company allscripts health care solution. mdrx for you home gamers. allscripts make the software hospitals and doctors use to bring their practice into the 21st century with electronic medical records as well as electronic claims and prescribing systems. they offer one network with one platform for one patient, allowing health care providers to reduce cost, waste and expensive medical mistakes while becoming more efficient. this is one of the few health care companies that has the obama administration's, well, blessing? first there was $30 billion in the stimulus for electronic medical records which is allscripts bread and butter. now doctors and hospitals will need to adopt software from allscripts or one of their competitors to get fully compensated. there is the readmission rule which requires hospitals to cover the cost of care provided to patients who are discharged and readmitted for the same problem within 30 days. allscripts has problems that prevent these mistakes from happening. the government will give hospitals a huge incentive to buy them. they reported an excellent quarter last week, accelerating revenue growth. stronger than expected revenues. captain's bookings were up an impressive 15% from the previous quarter. it has a healthy $2.73 billion backlog. stock has been a winner here. fantastic, 149% gain since i first got behind it in january 2009. it was only $8 then. allscripts looks cheap at 19 times earnings because it has a 24% long-term growth rate. let's talk to glenn tollman the ceo of allscripts. when i think about all the things that you guys do, i have to believe, how could there be anybody left? any large hospital system in any large doctor group that doesn't already use you given the pressure from the federal government to do so? well, as mentioned, we see rapid adoption happening across the entire market. we feel like allscripts is well positioned in electronic health records, revenue cycle management systems and payment systems. across the board, we can help them. you mentioned the fact that hospitals are moving into care management. that's another strength where we lead the markets. we feel like the company is very well positioned for the growth that you see happening. i saw this in the washington post today. this says a study by merck-based physicians found an estimated $6.8 billion was spent on unnecessary medical treatments and screenings in 2009, including the big expenditure was taking, prescribing brand names statins over available generics. is that stuff you guys can flag? all of it. health care is the last field that hasn't used computer and technology to make efficiencies and quality. we flag generics when available versus a brand. they prevent errors and the system saves lives. that's why you're seeing between the federal incentives, payers pushing this and patients saying why aren't you using electronic health record to their physician? we see a market moving and we are well positioned to take advantage of it. i talked to a number of doctors because of stuff going on in my family. one of the things i keep hearing about is that doctors really fear malpractice. their premiums are very high. they are all concerned about it. what does allscripts do to malpractice insurance rates, if we bring you onto a hospital chain or doctor's office? it's early yet. we've seen some insurers start to reduce malpractice rates based on using electronic systems. more important, what we know is that when you're using electronic prescribing, you reduce medication errors. when you're using our systems and the top hospitals do, then we see the reduction in both loss of patient lives and improvement in quality. now that the federal government has said that if you return to the hospital if you're a medicare patient, you return to the hospital in 30 days, they don't pay a second time. now hospitals are very focused on making sure that not only do they do the job right the first time, but that they transition that care to another provider. because we have 50,000 outside third parties who are catching those patients and another 10,000 post care providers, all can transfer that electronically, we continue to lead in that space. how are you hooked up with ipads and smart phones? i always felt doctors have been late to the party on this stuff, but sounds like they are catching up. they are catching up. we see great statistics of physician adoption of ipads. we have new products across the board on our sunrise products which are used by the leading hospitals. we have our ipad product out. on our enterprise products and ambulatory products, they are just hiditting the market now. whether using an iphone, smartphone, we've got you covered. they say you lost a big middle east contract. you're still pursuing a lot of international opportunities, right? we are moving selectively internationally. we talked about a major agreement that we have with south australia, the government south australia, the government of south australia announced it. we signed phase one in the second quarter. we expect the larger phase of that to come in in the fourth quarter. we announced that publically. terms of the middle east, we actually stepped away from the middle east. we felt like that wasn't the best place to concentrate, given the fact in the united states today, we are sitting on the most vibrant, most aggressive market across the world. that's where we wanted to focus our resources. we didn't lose any contract. in fact, we are selectively applying our resources to the most profitable markets for us. there is a big dispute. i go to my pharmacy walgreens. they've got all these signs that say we are not going to be involved with express scripts. then i go to cvs, welcome to express scripts people. what is allscripts roll in this, what is obviously one of the biggest wars out there? sure. summit medical group, a great practice of ours, uses our system. i'm happy to hear you're a patient there we work with all the major pvms, all the major pharmacy chains. we transmit that information electronically from your physician at summit medical group to any pharmacy you choose, whether it's a major chain or whether the's an independent pharmacy. we send it electronically. we kwlt control it to make sure there are no errors, drug interactions and that it's on your plan. we are the connector, we have the efficiency and quality. you're agnostic. we are. either way, you win this war. we are very happy to transmit anywhere and make the job easier, not only for patients and physicians, but the entire process we take the time and the friction out of that process. thanks so much, glenn. good to see you. thank you. the stock is going the right way. why? obviously, this is a system that is -- i don't want to say devoid of information technology because he is doing his best. i think this situation is explosive. when i see accelerating revenue growth, i want to get behind it. i think the stock goes higher and i think the next quarter is better. stay with cramer. coming up -- try to keep up with cramer as he takes your calls rapid fire. your life will have to flash by even faster. autodrive brakes on the cadillac srx activate after rain is detected to help improve braking performance. we don't just make luxury cars. we make cadillacs. when your chain of supply goes from here to shanghai, that's logistics. chips from here, boards from there track it all through the air, that's logistics. clearing customs like that hurry up no time flat that's logistics. all new technology ups brings to me, that's logistics. oh, yeah, it is time, it is time for the lightning round. i take rapid-fire calls and i tell you whether to buy, buy, buy or sell, sell, sell. we play till we hear this sound and then the lightning round is over. are you ready, skee-daddy? i'm going to start with michael in california. michael! caller: jim, big 49er boo-yah from the wine country. you know what? i am going to give you a david akers is the best kicker in the game boo-yah back at you. caller: you're on it. gave me the game ball after a big win a couple of years ago. what's up? caller: i recently got cooper companies to diversify. that took a hit last friday. should i stay in or should i get out? i like that group. i like the medical group. it's been down. people worry. i think it's a buy. i want to own this stock. don't be dissuaded. i think it's fine. let's go to joe in pennsylvania. joe! joe! caller: big boo-yah from potstown, pennsylvania. got a question on mtw and juniper, jnpr. wonder if it's a good time to get onto them? manatowa had a big alert. juniper is part of my action alerts charitable trust fund. cisco reports this week and i think will be good for both this time. bill in minnesota. caller: boo-yah from the land of 10,000 lakes. land of 10,000 dances back at you. what's up? caller: apple, please? apple is okay. the glory days are not there any more. that doesn't mean it can't go higher. i still think it can inch higher. it is no google. let's go to joy in texas. joy! caller: boo-yah, mr. cramer. boo-yah, joy. caller: i'd like to know about universal display. negative piece of research knocked it down today. i was watching brian sullivan on street signs today. there is insider buying. this is a true battleground. i don't play in battlegrounds. thomas in florida. thomas! caller: boo-yah, jim, from ft. lauderdale! what's up? caller: i heard you talk a few times on propane. i've got a little, few pennies and your opinion on amerigas? no. i don't want propane. it's a terrible place to be. another guy comes in. soon as you have a deal, he wants to take your contract away. no propane stocks, none. mark in maryland. caller: hey, boo-yah from baltimore. ravens boo-yah what's up? caller: all right, jim. looking at apa, apache corp. that was a fabulous quarter with tremendous growth. my charitable trust owns it. i cannot believe that stock isn't higher. i think it's going higher. i wish they would come on the show. they are fabulous business people at apache. and that, ladies and gentlemen, is the conclusion of the lightning round! luck? i don't trade on luck. i trade on fundamentals. probability. analysis. information. i trade on tradearchitect. introducing tradearchitect, from td ameritrade. this is web-based trading, re-booted. equities and options, on the same platform. without switching software, or missing a beat. streaming, real-time quotes. i can see the market move. this is web-bases trading re-visualized: sector ratings, at a glance. earnings analysis. probability analysis: that's what opportunity looks like. it's all visual. intuitive. clear. tradearchitect delivers a deeper, sharper look into the market. and it's available free, wherever the web is. try new tradearchitect and trade commission free for 60 days when you open an account. and there's never a platform fee. tradearchitect. good name. this is how trade strategies are built. tradearchitect. only from td ameritrade. welcome to better visit tdameritrade.com/trade my name is daniel northcutt. and i'm jennifer northcutt. opening a restaurant is utterly terrifying. we lost well over half of our funding when everything took a big dip. i don't think anyone would open up a restaurant if they knew what that moment is like. day 1, everything happened at once. i don't know how long that day was. we went home and let it sink in what we had just done. word of mouth is everything, and word of mouth today is online. it all goes back to the mom and pop business founded within a family. when i found out i was pregnant, daniel was working on our second location. everyone will find out soon enough i think that something's happening. what do you do with the best house in a horrible neighborhood? what is going on with north american tanker? for a long time now i've been saying the tanker industry is awful. nordic american remains by far the best of the tank e companies. it will be the best one to open when spot rates for tankers recover. however, now these rates are really hovering around a ten-year low. it's looking like tanker recovery could be further out than we thought. while we wait, there are some signs that nordic american's huge dividend which yields 8.8% could be in question according to some of the research we read. the company reported before the open. delivering a larger than expe expected earnings miss thanks to extremely low spots rates. that's versus the earnings |
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| erschuldt |
| Posted: Thu Nov 10, 2011 9:32 am Post subject: |
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New Poster
Joined: 23 Feb 2011
Posts: 6
This Month: 6
2438.28 e$
Net worth: 13,063.98
Portfolio Value: 10,625.70
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| when we cheated on the abyss and there was plenty of talk that the center would not hold. we saw that we could still summon up the energy to save the financial system, even after general motors, fannie mae, freddie mac, aig, lehman brothers, bear stearns, washington mutual, citigroup. now i want you thinking about this. until mf global, not coincidentally brought down by european bank debt, can you recall a sovereign debt mostly, can you recall a major company that's gone belly up since we met our figurative financial waterloo? no, because we took action. europe seems paralyzed as their actual waterloo, the sequel, certainly worse financially than the original, now seems impossible to avoid if they don't act now. i can list more, you get my point, we are not their children. we're saving our own economic lives, which is why my bottom line tonight is simple. i refuse to get panicked. i refuse to get depressed, i refuse to get down hearted about the good old usa even as on this miserable day you have every reason to forget why we're different and remember why so many feel we are just one giant interconnected entity bound to be brought down by the overly indebted welfare state that dominate the european monetary union. it's not true. we are not them. mad money will be back in a moment. coming up, are you diversified? while the country waits to see who will land in the white house a year from now, cramer's revealing five stocks to get you through this volatile time no matter who wins the race. and later, the motor city. general motors, an icon in automobile manufacturing and a controversial symbol of america's economic renewal. its stock veered off the road this morning after warned about concerns in europe. cramer's checking under the hood in his exclusive with gm's ceo. plus, go into charts,.c dominos making dough rise for 30 years. can it stay hot and fresh? cramer's exclusive with the company's ceo is just ahead. all coming up on mad money. fore! no matter what small business you are in, managing expenses seems to... get in the way. not anymore. ink, the small business card from chase introduces jot an on-the-go expense app made exclusively for ink customers. custom categorize your expenses anywhere. save time and get back to what you love. the latest innovation. only for ink customers. learn more at chase.com/ink on an unequivocally hard day where billions upon billions of dollars have been lost, we search for something we can count on. and right now the only thing that has saved us from each successive european calamity of which this might be one of the worst is dividends. bountiful dividends. that's it. where am i going with this? it's wednesday night, normally we play am i diversified? but tonight we're coming to you as a prelude to the republican presidential debate. it's way too important to do that. and it can protect your portfolio and keep you in the game on nightmare days like today. let me turn the tables, give you the portfolio i would call in with. super high-yielding dividend stock from a bunch of different industries, that's how it's played when averaged together would give you a spectacular 7.6% yield. in the world where the prospects are so uncertain and low growth is the order of the day, perhaps this portfolio would resinate with you at home. i know it would be greeted with a heavy boo-yah by me if you called in with it. here are my five high-yielding stocks worth buying into this weakness based on our own interviews with the ceos of each company. first there's windstream, win for the home gamers, that's a telco provider. the old-fashioned wire line phone business is in decline, but the company's been transforming itself into a more broadband and business services provider, much healthier areas that still have growth. and it's also moving into the smoking hot data center space. out of all of the stocks in our diversified dividend all-star portfolio, the company has enough free cash flow to cover the payouts. but if you prefer something safer, substitute verizon for this slot, you can cut the yield rather dramatically, but you take a step up in safety. next is solar capital, slrc, that special lender with a 10.7% yield. in most stocks, a yield that high would be a red flag. this is a special case, what's known as a business development company. small and medium-sized businesses that are tiny, maybe too risky. then it returns 90% of its profits to shareholders in the form of an enormous dividend. i like it right here. but i think it's even more attractive if it declines another couple of points to where the stock initially went after it reported a widely misunderstood quarter last week. and then there's energy transfer partners, yields an astounding 8.3%. i think of this company as a steady toll road operator for moving oil and gas around, something that's more true than ever now that ecp has divested its loser propane business. people are furious that this company has done a massive stock offering and knocked this price down huge. i think it's an opportunity to buy more because etp's core business is terrific. my p only worry is about the propane division which it just sold to another company a few weeks ago. next up, american electric power, aep, a major utility with a 4.9% yield. this is one of the top generators of electricity in america with the country's largest transmission system. deeply committed to paying out higher dividends. plus aep gets 60% of the capacity from coal. and lately the epa has been easing up after taking a strict stance on dirty coal plants. why this utility versus others? because the actual business, the portfolio is among the strongest in the country because it provides power to the heartland where manufacturing is very strong. and last but not least, it's santa fe which yields 5.4% of these yields. doesn't need a growing economy anywhere for business to be good. i like santa fe because it has about the lowest exposure to medicare of any big pharma company. less of a concern here. plus the company's moving into faster growing areas like vaccine, diabetes, generics, vaccines especially are nearly impossible to copy, which means less generic competition down the road. santa fe's paying a price for being priced in euros, but this is an international company with worldwide businesses of which europe is one participate in a much larger profitable machine, one that happens to be pretty much recession proof. the bottom line, looking for stocks that can protect you in this difficult, chaotic market. stick with my diversified portfolio, windstream, energy transfer partners and american electric power, sanofi, for combined yield of 7.6%. better than a sharp stick in the eye and way better than treasuries or hiding your money under the mattress. coming up, the motor city, general motors, an icon in automobile manufacturing and a controversial symbol of america's economic renewal. its stocks veered off the road this morning after it warned about concerns in europe. cramer's checking under the hood in his exclusive with gm's ceo. and later, go into charts, dominos has been making dough rise for 50 years and it all started in detroit. its stock has doubled in the last year as they continue to expand. can it stay hot and fresh? cramer's exclusive with the company's ceo is just ahead. all coming up on mad money. uh, i'm in a timeout because apparently riding the dog like it's a small horse is frowned upon in this establishment! luckily though, ya know, i conceal this bad boy underneath my blanket just so i can get on e-trade. check my investment portfolio, research stocks... wait, why are you taking... oh, i see...solitary. just a man and his thoughts. and a smartphone... with an e-trade app. nobody knkn e-trade. investing unleashed. when someone changes lanes without warning? or when you're distracted? when you're falling asleep at the wheel? do you know how you'll react? lexus can now precisely test the most unpredictable variable in a car -- the driver. when you pursue perfection, you don't just engineer the world's most advanced driving simulator. you engineer amazing. can't go to detroit without checking on general motors. especially since the stock got put through the meat grinder today. gm has the awful misfortune of reporting a somewhat imperfect quarter, but on a truly horrific day along with a maybe not positive outlook is why the stock was hammered so hard even though earnings and revenues came in better than i was looking for and better than wall street thought. gm is doing well here in north america, it's the rest of the world where they're having world where they're having trouble, especially europe. i think this is a company with a lot of potential and also a lot of issues. that's why we want to talk to the chairman and ceo of general motors to get a better read on the quarter and what's happening at his company. mr. ackerson, welcome to mad money. thank you. dan, we're at the site of this big gop press conference interview and all sorts of debates. and i've been thinking to myself when i was doing my prep, most of these guys want to shut down. what would happen? where would we be right now? not just the fact you wouldn't be sitting with me, but where would they be if they had shut it down? general motors might still be in bankruptcy. you know how long the court can wind these things out. the controlled 39-day bankruptcy allowed the company to go through bankruptcy, restructure the balance sheet, exit in a way that the brands were not permanently damaged. there was some damage, but we pretty much reclaimed that, and i think we've done a good job over the last 2 1/2 years. jobs lost versus jobs saved? well, to give you an idea, the industry, which would've collapsed had chrysler and gm gone has added about 165,000 jobs nationwide. that's dealers and the plants and in our headquarters. just general motors in the last -- since 2009 when we exited, we've invested $6.6 billion in equipment, manufacturing equipment. we've hired about 15,500 people in 29 states. so it's been a job add situation. here's what confuses me, c confounds me, revenues good, china real good, and still not enough for people. what do people want out of general motors? well, i think they want consistency. and, you know, we had a problem in europe last year, we were losing $1 billion, we corrected it, made about couple hundred million in the first half. through the nine months now, we're about even. okay. we were straight with the street and told them, it looks pretty weak in europe, and we're going to have to drop back, look at things and regroup, but we have a plan of action. the same time, a really good market, south america, latin america, brazil in particular. we made a couple hundred million dollars last year in the third quarter, we were flat this year, but we've also introduced two new products, we're starting to take share again, we introduced seven new products last year, seven new product launches. so we're pretty optimistic about south of the border. in the u.s., we've grown 15% this year. and the first time in -- since '77 we've gained share two successive years in a row. and in china, we're growing about 2 1/2 times the market rate. so we took share again in china. so all in all as you say it was a pretty good quarter, it was a solid quarter, but there are, i guess, storm clouds on the horizon. what would make the storm clouds go away? what gdp growth do you need to see in the united states? do you need to see the italian question resolved? what could get us here next year saying we surged better than expected, jim, than last time. i think the biggest question surrounding not only our company but other companies especially in durable consumable products is europe. there's a lot of uncertainty about europe and the market hates uncertainty. and -- we think we've got a pretty good lineup. we're going to have to look at our break even point in europe and address and resolve the issues. okay. earlier this year, we went to ford, an f-150 plant. and there was tremendous pride there that ford didn't take any money. the employees were proud -- like we took no federal dollars. what was the actual impact that gm did take federal dollars? what does it matter that gm -- some people feel has awarded the state versus ford which came out of this without a government stake in ownership? well, i have a -- i have s e some, take pride in what they did. i think gm has a different set of variables. and at the end of the day, do you punish generations of general motors employees? we took a tough time with our union, with our employees, with our retirees. in some ways it was kind of a microcosm of what's going on here around the united states and the globe. too much debt, not enough revenue. and in the end, we were able to go, restructure, take a lot of payments into corporations. so when i came in, post bankruptcy when the new board was comprised, i think there was a lot of turmoil in the company, a lot of uncertainty. that's settled down, settled in, we've kind of hit our pace. there was a lot of conjecture that gm had lost its kind of momentum. i think we've gained that back, and i think we're in control of our destiny. all right. control of our destiny, then you probably agree with some of the things that are very smart investor, your green light capital, talking about gm sits with $30 billion gross of cash represents nearly the entire market capitalization. there are a lot of people who think you're ready to return on capital. i think you still have to appease the debt holders, and, by the way, of course, the pensions. which is the constituencies that win out? well, i think the best thing for us to do and to keep our eye on the ball. and that means we've got to advance the fortunes and the prospects of the company. so in my tenure, we have significantly decreased the pension liability. in fact, this quarter according to accounting standards, the deficit is around $8.99 billion. it was over $20 billion at one time. that's still job one for gm. that is an issue for us. but i am confident over the next three to four years we'll be able to satisfy our pension obligations. okay. well, what concerns me are just, you know, in terms of returning the capitalists, there'll be people in this debate who don't think the government should have any stake at all. the geithner treasury says we're not going to dump the rest of the stock. if a republican wins, they're going to dump the stock, there won't be a buyback, won't be a dividend support. what happens to people who own gm? well, we'll cross that bridge when we come to it. i don't know what's going to happen, but i like the idea that we have capital. we have cash. in a tough period we're generating cash, that's good. what we tried to do was establish a new business model where we can make money at the low end of the cycle. back in 2007 when we were at the high end of the cycle, we could not make money. so if you can't make money at the high end of the cycle, you're not going to make it mid or low, right now we're off the lows and making money. this year, just through this year, we've already made $7.2 billion in ebitda, that's more than they made in profits -- maybe the old sink or swim gm is gone. well, we are, and we're trying to be more consistent and we want to be able to invest through this cycle so that we have consistent product delivered to the market and we can be a better global competitor. and i think you're going to do that. that's dan ackerson, general motors chairman and ceo, tough day to report, probably wouldn't be down nearly as much if the market weren't so horrible. stay with cramer. coming up -- is the tech wonder child still right for the picking? or is it beginning to show some soft spots? cramer's slicing the company open to find out. when your chain of supply goes from here to shanghai, that's logistics. chips from here, boards from there track it all through the air, that's logistics. clearing customs like that hurry up no time flat that's logistics. all new technology ups brings to me, that's logistics. not long ago there was one stock out there that you could buy into every dip without fear and it was named apple. you never had to fret about all the minor little worries that so often crush other companies. faith should never be part of the investing equation, but for years having faith in apple under the leadership of the late steve jobs paid off and it paid off big time. but now, well, now i'm hearing about weak tablet sales, about iphone 4s sales not up to snuff along with worries about holiday sales for ipods. and i'm wondering, do we need to fret about the stock of apple? the greatest wealth creator of our generation? i mean, tablet weakness, iphone woes? ipods? don't they coin money on these things? well, talk about issues i never cared about when steve jobs was alive, i just didn't. i knew there'd be something else in apple's hopper, something so exciting, so intriguing, so new that i could regard these issues in only one way. they were always terrific buying opportunities ahead of the next big thing. these days, though, every little worry about apple as we heard today from a brokerage firm talking about lighter tablet sales seeps into my ears and i actually listen and agonize over it. i don't want to. i want to be able to say that the plan put in place by steve jobs, perhaps america's greatest industrialist are so amazing that you can back up the truck in every hiccup for years to come. who cares about a potential slowdown in the apple food chain? an issue at one point i would have dismissed out of hand as impossible. too much demand for apple's products and not enough supply. that's always been the way with every new product steve jobs has introduced. but i can't say those things. i can't dismiss these minute apple data points. it would be too glib so rather than just say buy, buy, buy as i always did with steve jobs at the helm. let me say this, apple's no longer a given. we are waiting. i think actually better prices are coming. no reason to pull the trigger. no reason. until then. bottom line, apple no longer automatically gets the benefit of the doubt. that doesn't make apple a sell. no, not even close. just recognize the complacency should never be a strategy when it comes to stocks. even the terrific stock that is apple, and there may come a time where it should not be bought until it comes down appreciably from where it sits right now. stick with cramer. stop me if you've seen this movie before. something terrifying happens to our buddies in europe. today it was italian bond yields rising to scary levels. then our markets get hammered in sympathy with theirs. sound familiar? it should. because at this point, we've been through the whole euro roller coaster dozens of times. if it's not italy, it's greece or spain or portugal. think of europe as a mediocre horror movie franchise, and each one of the sequels selloff is a little less frightening than the last. i've got to admit, this italian job does seem more thrilling than the predecessor. on mad money, we work to use the chaos in our favor and we know the playbook. these pullbacks are usually terrific opportunities to buy the stocks of thriving companies at a nice discount. i want you to think of it as a big sale at macy's which had a sale today now that the earnings season is pretty much over, we can easily identify the merchandise actually worth buying into weakness right here and right now. take dominos pizza, a fantastic business based 45 minutes away from here in ann arbor, michigan. that stock has barely looked back since. even with today's pullback, it's only a point off the high. the renaissance of this company began with bain capital run by none other than gop presidential candidate mitt romney who will hear lots from later on tonight. the renaissance continued with a little more than a year ago, dominos experienced its own arab spring where the customers revolted over card board tasting pizza and they revamped the pizza with a successful series of commercials. that's why i'm thrilled to be talking to patrick doyle. see how this business is doing on a classic day when every stock is down. welcome back to mad money. great to see you. let's cut to the chase. italy's a big problem, how bad are you getting hit by italy today? zero. we have no stores in italy. no stores in italy. there it is your stock getting hammered, kind of the quintessential thing that happens because all stocks are linked. i need to ask you, the stock is up 99.4%. at what point do you think that we actually -- i'm going to put this because this is what everyone said to me, why didn't you ask him when you talked to him last time? enough's enough. now we've got to wait and see. the stock's up so much versus the market, it's so outperforming. at what point does the ceo say, hey, listen, we're good, but i'm worried we're not that good. if you look at our earnings growth and kind of how we've performed overall and then you look at our multiples compared to the rest of the category, we're still a great buy. you mean like a mcdonald's compared to like chipotle, other guys who we don't know -- on average is still lower than the overall industry and the performance is better, so i'm feeling pretty good. all right. it is relative. that is the way to look at it. now, i watch football like everybody else in this country except for the people who are missing what i think is probably the preeminent sport in the world and i can't help it. the eagles are terrible and tough getting pizza. well -- tough getting pizza. now impact. impact, your campaigns have been legendary. are you already seeing good numbers? can't get into the fourth quarter, but the artisan pizza, we're very happy with it, consumer reaction is -- people don't want the plain old dominos, don't want the italian cheese pizza, they're willing to respect the fact that you can go to the next level even though two years ago you were comparing yourself to cardboard. yeah, i'll tell you, if we hadn't done what we did a year ago, changing the recipe -- going from the cardboard to the noncardboard. exactly. we would not have the credibility to kind of go up market, more gourmet, no way this would've worked for us. but now we've got the credibility around taste. so something like this works. one of the things i've been thinking about. you know i happen to like your predecessors very much. i have to admit, though, i've been converted -- i did not order dominos before the changeover. how do you feel about going into everyone saying, you know what, guys? we were lousy. people have pride, there were people making pizzas at your place who did not all think we're making lousy pizza. how did that morale wise? did you have to go in there and say, guys, your job's not -- you're not doing good enough. at the end of the day, we needed to make a change. we're accountable, we're going to react to what they're saying, we went into the stores, franchisees and said, look, guys, here's the feedback we're getting from consumers, they're not happy with where we are, we've got to make a dramatic change. and we've got all of our franchisees in a room and had them try the pizzas. the new one costs a little bit more. and they're in favor of it. we had when you were on last, the unbelievable opportunity that is india particularly because you can have pizzas that are vegetarian, i know that's how i order them. and i was thinking, we had a great guy -- he's the ceo of starwood on and he said we've got to move into china. and the way to do it is i've got to move there for a month. would you ever think of moving to india for a month? well, it's already the fastest growing market, so do i need to move there for a month? probably not. but in fact, i'm going on sunday. you are. good. all right. not a month, but a week. i like to hear that. that's fine. you post -- that's still pretty good. you've postponed plans to refinance $1.45 billion, and yet interest rates are low. isn't this the ideal time to just, you know, go in there and get any deal done you want? because you're balanced -- you can do a lot of good stuff here. yeah, when we got all the |
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| elektra |
| Posted: Thu Dec 01, 2011 7:39 am Post subject: |
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Investing Manager
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| wjgq |
| Posted: Thu Jan 05, 2012 1:24 am Post subject: cheap UGG Monster |
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Investing Sr. Associate
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