Mad Money w/ Jim Cramer 11/22/24
42:48 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 in summer, and I pronged to help you find her.

Their money starts now. Hey, crab, to my friends, i'm just trying to make a little money. My job is not just time to explain A T.

So call me one hundred, seven, four, three sets. We have stocks that are possibly headed the moon, or maybe they are headed to the sun, become this market. We have speculation all over the place more than I ve seen in agents.

I can't figure out whether is the success of bitcoin, the joy of hunting for the next in video, when the wise people believed, literally, that trump a second term is happy days, are here again for all sorts of of stocks, even the most risky, and someone say, flimsy of enterprises. As you know this, it's been a wild couple of weeks for a lot of talks and store with no record what clean today with the dog game. Four and twenty six points put all time high as a big cant point in the area, which is the vent point one six percent.

Can I continue? Well, isn't that the oh, I you look at all like things are, well, what do we do this? Let's go to the game plan to do a little pondering.

okay. Now, the next week is historically just one hell of the week. Remember when you were like in high school in the elementary? S whatever wasn't to do this? This doesn't want to do IT.

That's what you learned. Okay, thanks. Giving tends to unleash the animal spirits to the market very positive way. I'm no kills work. I won't tell you to nap by boys or to get someone in your family is the superba, but there's getting to be a little too much speculation for me. And if we don't deal with IT, if I don't talk about IT who become a problem, I got to to get ahead that my what's happening on monday first, let's hope this big coin hit takes out one hundred thousand years. We can stop talking about IT, only a bitcoin.

But this ones on the president elect and the idea is to be changing bitcoin in reserve and all the people justify I buy in a pear because they didn't own IT by any other way below you as long as it's legal i'm all in but understand I have nothing to offer from big one hundred thousand or Price. I notice anybody else, by the way, except to say this. This is what happens when there are more buyers and sellers have a socks.

Alright, there's a heck of I going on. Retail earning season continues on money with bath and body works. East guys hold.

They have e commerce cup petters much longer. They have a big much longer than other male, more based retailers. But the socks been out of favorite for a couple years now.

Blame IT or not. The companies is last two quarters have been OK, but both times best and body works keep digging forward outlooks to crush the stock. It's false in the low fitty at the end of me, around thirty hours now.

Have expectations finally come down? If they can give us symposium of contrary on the holidays, then you will go a long way in this market act. The close beer from zoo video.

And this is one of those companies where the people who are shorting the stock are panic right down. The buyer smell blood. The water sums got a lot of irons in the fire.

But IT doesn't always find this time, though in this highly expected market, IT might find the matter they beat by two or three pennies, two days, a huge day for retail. In the morning alone, we've got best by every grab my fish coals, maces broken stores and dex forty goods. Now we see butcher retail support, not to one numbers yet.

In many cases there are stocks, the ward. Meanwhile, others like target get club, like baby sales. It's treaters start by these now because many these talks have run mightily in the last few days, calculated exporting your so this one drop to eight points today.

Is that good because the sign that numbers would be great, or is IT bad because it's borrow upside on bet is actually the former, because this is a category killer. And aren't that many of these left with animal comes to mind? I think dix can put IT out, but is best by still a category killer.

We change some, our position for the trouble, trust this. We give for big gain, because we listen to the home repair tales of world, the big of the deep lows. This one is what I call to flight.

Then again, the shorts are on the right and no one really expects much from best bye. So if IT gives us anything good at all, then it's to the moon curry, that's cry barry. The CEO best by meant how old you have to be to get that honeymooners reference.

The hills are not Younger than I am ever come me bomb last quarter. If listening to the success that is gap last night, I don't think enough gets IT wrong twice is too good for that cause. Let's just say guilty to, let's hear what they have to say us for which I think is the main reason to go this store.

Now that calls cash seems to have losses a lura like in federal dollars. Next up, tony spring, the C. E. O.

Macy knows that this chain makes an incredible amt of money in the next thirty days this quarter, simply a prelude damacy season. If you can tell a good story about the booming delegation of the chain that's booming dales. I just really that the stocks will build on today's lead.

I mentioned that riston ious from bomb deals, and he did such a great job there. And I am pulling for this guy. T action role stores the good.

And I doubt that s be different. What that makes for a terrific trade. We have a food stock reporting to James sungar.

We talk about this. The market doesn't look like the food seceder does. But I maybe there, at this point, overly hated wall street doesn't like that smoker ers. Seemly paid too much for hosting.

Brands want to show out five points in for the property that snowden, the king of john food, but in this bucket, smoker, can simple deliver in line numbers. The stuff could sore because of all those twenty bases who would be quick, needing the wrong way, short stuff when they shouldn't be at the close. We have some big tech names reporting he could be the beyond for a travel trust and crowd strike.

Delt technology working, I believe my cds go three, four, three close, expending the tradeoffs sive that George curse ever since that somewhere glitch her around the world. I believe the T O, coach has a free to say how the company you do so make you real gone time to buy at ahead the core, maybe pick them up. This day I get power out yesterday.

People didn't get IT. The quarter was that too is good. The quarter that is actually very good. okay? My chapattis owns both, and it's worth going over our investing golden on the quarter that is palot.

So you actually know what happens first is what the stock is, say, because the stock is wrong. Deal is the best partner of the video when he comes to impact blackboard, which is the new generation of our chips. I buy some nail, and then I buy some airport pulls back.

And here the ck, come in effort. Well, then you still got a good position. I am a huge believer of Michael dell, and I think we're lucky to be able to invest alongside him.

Workday easy. It's enterprise sf, and how the world loves enterprise sofa as much as they hate enterprise software or near work day. Was there early? It's a winner in the human resources and financial spaces within the enterprise.

Now here's a really important one to close hp reports. And I want to know the truth here, if the a ipc is really doing as well as expected, and I don't think IT is and I think you might not be, and we need to know why. Here's a question, is microsoft s copilot a useless appendage like clippy? You know they're mark any off things.

So he's been talking about IT for ages. And if you want to check IT out, I say truth is wanted you. I wish there was more to say.

Socks s been a done deal if for tuesday, but we do have a key fed number, the personal consumption expenditure PC. Now we know the kinds you've run hoder than the food would like. There's talk that we have no need for december gut.

It's a very tough course, especially because long term rates, including morge rates, have been climbing this artic, you, it's possible the other way. So cool. P, C, E number could cause still one more eruption higher.

Now we might see a roll back in some of the most specular of stocks. That's what I am concerned about going into the weekend. Bottle, if you have huge profits in the month in november, could you do be favorite? I would show little thanks next week and take something off the table in your most risky positions.

You and I will certainly feel Better about IT later on. How will you go to susie and come for you? Susie.

here, I don't know. You say my name. Hey, I love watching the show and all the fun.

You seem to have plenty of button and talk and stock. To be generation to the various segments, retail sex east with and asic closure. It's had a great one sense.

August twenty twenty three from twenty eight to one sixty two and six when it's first sure you target about the stock in september is one school, but I didn't buy IT as I know nothing about the sections. What do you like of a distract? And what good is that?

okay. So let's say to listen to you. Thank you for that. You if you're looking at if you went over in videos coa today, there's a power genis sten.

The we just don't have enough power in this country to handle all of these ships. And people say, okay, who does? And the one that always comes to mind is vista.

So every time somebody says something, there are buyers are committed by bistro. At this point, he is Young to say her, Young to say enough, let's let this one come in, or more importantly, let to go up now without me. I don't want to continue to support something that is up this much because I have worry about what happens now when IT goes down. I speak the Randall nor tell on a Randall via jim.

I have two items here. First, I would like to thank you for bring a more attention navid O A while back is been very positive. And out of that, I want to name next dog crime.

holy cow. I mean, I would like that, remember, is not the cramer from sign field to see actual cramer? Okay, 各位 got IT。

Second, how do you see the possible turn rounds of voting stock? Ba, i've got some statistics here. You are supposed be problem in two thousand twenty five, right? Or company. They have six billion in the third quarter. The seven thirty seven max .

point for Kelly or and ploy for Kelly. I think that they can get. I mean, he gave a pretty encouraging talk. I thought this week I was also very sober.

But you know what I have to say? I say, why do we need more about the entry point bowing when we can just stay with a video? And I want to thank, I talk to another in video, millions ary yesterday, someone who watch the show and just became a military from a video.

It's jensen. It's doing that. We just talk about the news, the markets from a great runner. And if you have some big properties you know about this month, I am actually now bey, I get on my hands and news, but i'm really tired. I takes up off the table or my money tonight.

Could the natural gas industry be a trump at trump trade to watch? I'm telling you are ice and and give you some socks to keeping your radar. Then as only season once, i'm recapping the latest retape for sharing my takeaway about the stated consumer, and later i'm taking cry marking calls as we play M.

I first five to picture your pose position, even in the market where IT just seems like nothing ever goes down. So stay wet. Enjoy the power of C N B C pros best deal of the year. Track your portfolio from every angle on one. Optimize platform c flash terms and restrictions apply.

In the two and five weeks since the election, all sorts of countries have called fire everything. Crp, a huge in of tesla, is up forty percent. And hey, maybe they keep them. But I see many of these major reactions, and pretty extreme of me. So tonight I want to give you what I think is a more sustainable trump trade.

I'm getting the whole metro gas ecosystem will drive with republican traffic and more our country's plus, with abundant quality of natural gas, which can be produced on the cheap, some other thing, lowest in the world. But that's the by administrations technics to gratitude de tour fossil fuels along the week economy. That case complex has underperformed for most of the year.

I think that's about the change. See what we've got a humanism natural is we don't have the infrastructure to get IT where IT needs to go IT. Probably the biden way I lost blocking new pipelines.

Even the current of power will look at fida ural gas export authorizations. I was a stunning come up, one of our strongest interest, thousands of people I pay jobs. The betting is that trumps going to undo that on day one, giving new life to all these allergy projects that really have been stuck ked in liver.

Lot of cancelled by the we already know that trump is appointed oil executive, energy security, liberty energy, Chris, right? And this kind of ex on our shower looks like Green peace. He's couldn't give the industry everything at once.

And then some I think he joined the school yard when they are playing dodge's now since the election, natural gas itself is spite more than seventy percent over much of that, thanks to a recent cold snap after a warm fall and generally late start to winter easily. This is a good time for the mode. But I also think that there's salt some optimism about the future of the industry driving this move.

So IT is going to give the natural gas to whatever is and what's the best way to play this. First, you can own some promotion. Als, now, I had know I company called E T, which is exclusive, focused on natural gas Operations, the apply basin across pencil ohio.

I spent a couple years trading sideways. Equities could fire in the election, climbing twenty two percent to its highest level since late twenty twenty two. So even before the election, the stock was get a bus back america, read student coverage with a by bit, and let october, then the next day you can reported to repeat rate quarter, which did shock me.

Early year equity of pipeline acquires buying equitrans all stock deal value the company combined company one thirty five million dollars that closed in july in the latest conference call, equity CEO tobi rise. A real smart poll on, or never called, was a brilliant about the merger, saying on with a quote, transform E Q, T to americans only, large scale tics, integrated natural species and quo, and true for noting at the integrations well away and saying that all sorts of efficiencies are being unlocked on the way. If the naturally is rally truly as legs, then I got to say, E Q T, by the way, I still very much like cota energy, currently the only energy holding in my child.

L trust, which of course you can follow by joining the cc investing club. This is another exploration production play, though it's more baLanced ing oil and gas. In fact, IT repair by acquisition as early this month, cur s revenue mix will tip a bit more in favor of oil nation.

We like says more oil, less gas. IT does happen to have the lowest cost natural gas of any company in our country, and that's because the legacy of the old cabin oil and gas, which created a car when he emerged with similar x in rebate by the company. I like kota entry because is one of the truth Operas in the industry.

I trust them to handle whatever environment we already have, making a great one term, holding one important late last one kotara nates nine, three new look of fied natural gas supply rivers. This is the total of two or moon cubit feet per day index. International Price points to international Price.

The actual sales won't person til twenty twenty seven, twenty twenty eight. That was a bomber to me, but it's the nice looked unlike a lot of demand. I think I was a great, great glide path for the next couple years when we protect to o time jord a couple weeks, he told us that there's quote a much there's more that to do and you know that meant that meant be patient.

He's going to do some more deals, but no deals that aren't a creative on the producers. What works if you're betting on a natural gas renesas under trump? I do.

That is an S A A pen to wolf frost. How about appear plan on pipeline? Ines, much easy to build these under a republican administration.

There are plenty of good options here, I think, exists. Ly, both on energy transfer. In kinder Morgan, they yield six point eight percent and four point eight percent perspectival.

But rather than those two, I actually want to pay the table that I think is a little support but is not like it's called enbridge. We've had the one air. The canadian company had transported twenty percent, twenty percent of the actual gas consumed the us.

And IT also Operates worth mergers, the largest natural gas utility up by five main serving customers in ontario, north y ohio, utah and youth Caroline for the pipeline business, the company is very specifically located as is connecting to the gulf of gulf coast to the eastern midwest, meaning the public bin, they actually are in the gulf king. Okay, they you also go across the northeast. They can get natural gas, where days ago, their system is just incredible.

IT was spending a long time, I mean, like a super long time, in the dog as embers taken off in the backyard of the year round twenty two percent, the of you even year for that move, though the stock sports of bound for six point one percent yellow is one of the the safe student is around, totally covered by the cash, though we have been with IT the whole way for years now. And i'd been able to get that jue while waiting for some us what some thought was good out. But IT turned out to be trump.

I was something. Finally, with a new, more fossil fuel friendly administration coming in, I guess some start thinking about this directly. The financial al export place.

Again, we've like them for long time. I probably the first like in old country. And the best place is the one we first recommend, which is senior energy.

They were first mover and have a nice lead when IT comes in that as exports actually happen right now, the stocks trade sideways from the mid twenty twenty two until the middle this year. But it's going a mere a more or mere fifteen percent where you want to look at A C election, reach new all time highs. I also like emma, which is a more diversified power company.

But as plant net gas exposure through regulating gas, you told us in california that pipeline network help bring gas people that they need our natural gas after being so big in IT, but they're haven't done any of the infrastructure. It's also got a growing portfolio, L, N, G, export facilities in both the us. mexico.

This is another name is broken out since the election, straight up bache, also fifteen percent. Now I would be a Normal costa, by some in the way, to come down. But here's the bottom line.

We're hearing about all shorts of trump trades right now, and many of these things have made in sane moves in less than three weeks to the point where actually they are feeling a little precarious to me. If you're want to sustainable trump trade, I say Better of the natural gas ecosystem. This is an industry that already had a lot going for IT.

IT just needed some CoOperation for the federal government, which is about to get. And that's why I can get five pollutions like E Q T. And cota pipeline plays like enbridge with finnish al gas export sooner energy and A I bet they keep running for the next couple of years, not months.

They have all moved, but there are no reverses where they could go. Now that the bid's anti antidote l fuel team has been room for one that is totally support of their minds back everything, our goal is to empower you to be a Better investment. You James teachings, I was able to learn and .

become financially independent. And my regiment .

join the cloud with jim's best deal of the year at cnbc, that com slash club like for friday, terms of restrictions, supply.

After video report on wednesday, I felt like we finished that twenty six mile. The early bear thought they started all the way back october eleven when the chief was slow, defeated, and we didn't even know that expression be the only season is about more than the magnificent seven. And americans, that over twenties miles get twenties twenty two miles long.

That's right time. I want to walk you through the last fifth of a mile. Precy some of the big retailers that reported this week.

After all, as much as I love in video, you know, I do demand for A I chips, doesn't tell you much about the state of the consumer. First up target, which reporter quote that reminded me of those videos of deep fried turkey fires you always get this time here. Honestly, I mean, that conversion doesn't deserve to back your greece fires.

Target missed the mark on basically every important a line out of their point three percent. Same source sales will came in well below the one point five percent that the analysts expected. And IT showed desolating traffic.

The previous counter overall sales came in lie to and target had their worst profit miss in two years with the exception of beauty. Okay, which is handled by the way about by alta discussion, is spending exceptions. So after sales trends compared to the previous core as a result, mansion was forced to lower there's full year earnings per share forecast by seventy five cents at the midpoint.

While matter noted the port strength rows some additional cost the quarter I wasn't ough to prevent the stuff from tom early twenty two percent the next day. It's not the numbers along the cost in the climb, but really worries people is that toria might be losing market cheer to the competition because service competence over much Better barkett petters like wallace k, which reported a stolar quarter just one day before target. And what a difference one day makes.

One more absolutely cross the experience for the five point five percent, same to our sales with credit to three point nine percent. He says this could some very impressive numbers from same club in complete congress, the target one more gave you a trafic top and bottom line beat, then raised their full year forecast. How much managed point out several different areas that they keep gaining market here.

And no wonder everybody sold targeting and missed the next day. Just imagine that the seven, five percent of these share gains came from housel earning at least six figures. Nobody ever got hurt by having customers who too rich in the wealthy color, by the way, is a relatively new to the bendle classes.

General merchandise also opposed the first year of your growth in seven quarters and that despite Prices coming down over four percent, turns out that when you get people great deals, you can make up value management expenses. Barker's gates will continue in the fourth course, which is why I think the stop kept climbing all week. And it's not hard to understand why people are flocked in the walmart.

Six thousand. Price rollback, six thousand, of course, all categories. That quote doesn't metaphor household baking. Hundred thousand dollars a year. Value is value.

And besides the court of the year of labor statistics, hundred grand today is he could, about eighty grand the year before the pandemic. Easy come, easy go. Like I keep saying, americans are just sick and tired of high Prices. A few we tels in restaurants that are will go over. Great fighters are making .

fortins here.

The ones that keeps the Prices high are being eaten alive. Hop of the rest of real. We am sona.

Another company delivers surprise the great quarter, thanks in part to the value proposition. And we had present to law, Albert, in the shower this week. You was fantastic.

SHE explained how the Price of value baLance has brought customers ers in while lowing the the company specifically reduced the promotional activity, helping them delivered these blow out numbers for you really, really against the people who do a lot of promotions. That's not her again. Hey, picking value have T J, X, the pair of T J max martials home goods, which we for the travel trust isn't an all Price play.

They buy excessive tory from norm retailers for trump change, then walk IT up. Remember these and retailers, they got to get rid of stuff because they got the new stuff coming in, and they give you to you at a great Price. So I wasn't surprised. T. G, reported comfortable top bottle, my beat, healthy, same force sales growth in all key Operating signal by heart transactions.

Now the conference, or was even more encouraging, although flat IT was encouraging, only her and not proposal to say the least, said, quote, we continue to see outstanding available of goods across a why range of brands, which gives us great conference in flowing, fresh, exciting assurance to our stores and online this holiday season and beyond. And quo, despite the impression results for the quarter and encouraging counter, this stock barely budged one point. Who was down a couple smackers, probably because the guidance looked a little light.

But as someone who has followed this talk for ages and knows that well from our child trust, I can tell you they are serial performers of u pop. They undergo mise and over deliver, and the boy do they ever over deliver the next quoter. next.

Just like walmart, target had widely different results in basic service space, have a lows in home deep. They went in totally different directions. Last week, the desk pott reported top, bottom line beat strong seems to our sales growth.

So people expecting a good things from rows before report on tuesday, ning, while those did beat the emas for both sales and earnings, the stock and already rally to the point where there were just wasn't enough. Unfortunately, lose has hire mixed do IT customers and Better to home deepole more professional customer base loses been hurt, hit by the continue pressure and directionally spending in general and the home improvement industry in particular. Novation o this gap would have been even more pronounced if IT wasn't for the sales, but benefit they saw off from the hurricane.

Low sense of benefit when the home human cycle stars, or terms when the effect keeps cut, ten rates. Hopefully they got to ask you, remember, get an x thing to come up to seven leads. I think those are going to tell a very powerful story.

IT manage to be compelling case, and I think they can for why the business might improve towards the beginning of decor. We are home deeply for the child trust. IT was just Better, but they really are the professional place to do him home, to do home renovation and construction to close out this week of retail last night.

Ah what a choice. Go hear from that, which also owns all baby and banana republic. I've been a big fan of what CEO rico jicks done to turn things around here with this focus on rainy gure in the brand, less than results show that this corner of just by posting slightly softer than expected, same for cells, the gap.

And should liver, a modest rather beat with much Better than expected margins learn to to impressing four tees and earnings speed of fifty eight cent places, wow. As a result, manager was able to raise the full year forecast most promising world gaps. Brands gain market share in the quarter.

That's hugely each one did IT was plus it's at these, your name plate athletica IT inflected much aware than I thought to quit athletic. Imagine these guys athletics a they have done. The athletes probably missed the quarter for I think that's all I do is miss the quarter.

It's so wonder that the sock ready twelve percent. By the way, the commentary from Michelle was really, really strong about each vision. Here's the bottom line.

Now that we've work through retail week is safe to say that the earning season marathon has come to an end. Except for a few stranglers that I mentioned to be in the show. Americans spend the next week gobin on turkey and some size instead of quarterly reports. I'm going to have to go to athletic, get some closer to fifty by the end next week because I have an eaten in days true tray and textures tray. Jm, my wife spent telling .

me she's tired to me, prioritizing watching mad money over our marriage. He says, IT.

you and I both know we talk to each other more than I talk to my wife. I ve gotta take IT my wife is shallow of track SHE is SHE said, why did keep talking to try? What is that special relationship?

I said, it's okay. It's okay. It's in texas. Oh.

my mind is too. In fact, earlier this week, he went, is hard to tell me if I ever call into the show again. Sh'll leave me anyway.

my wife is the safety I take. You call, absolutely.

So I bought this back in january rally, about forty percent year due to rise and cops falling more. My, say, holding on here, should we separate?

I wanted to buy gap athletes division was up five percent. It's rather extraordinary. I think they're onna start taking share from boodle and a bright word that we became so chin's centric.

And you know what I think about china? For gays right now that we're here nearing the end of retailers, we're seeing some clear winner like walmart, win snow, more pack. I don't get on deep use that work for real via to the customers.

And there's so much more more bunning, including and at the first five then with stocks like rocket lab been total favorite or chief engineers or rear trigger surging hair, should you be confident in in or cautious of a long outlook? And I am joke. I'm laying out my keys, set a bit about the loves to stop. I'm laying out the types of movie you can expect in or as Robin friend tonight, light mouse with cream.

We love the major average. They all finish to be car double sed at a record hike, can you believe IT? But you know also see some sector rotation at me of the service pretty shes.

So I got to make sure your portal folio is position and take advantage of IT, not just be beaten ten by. That's why tonight we were playing and I verse this really call me top five. Maybe shake a bit or maybe you can keep in the same. Let's with brian and sweet melba of brian.

Hi jim. How are you?

I'm doing real well. Prank is friday. Hey.

you doing? I'm good jane. I want to thank you first.

I want to thank you've all that you do and to say i've benefit greatly from your advice, teachings and investing investment disciplines and the wealth of information that is available online to members of the C. N. B.

Investment club. Oh, may. You're terrific prime. Thank you. You are terrific .

for say thank you. You are the piper of wall street. Bring in common sense investing advice masses and thank you, my friends. Well.

we're all part of the masses. Maybe that's what IT takes yeah to be to recognize you and are in the same boat and it's not leak is strong. Let's go to work.

Let's go to work. So jim, as an engineer, i'm a big believer in the technology sector. So if you would please evaluate the versification of my five stocks and okay, back basically what i've done is i've created my own technology spider and since two thousand and sixteen is a three hundred and sixty percent and I I do understand the risk of concentrating the sectors. I want you to know um that I have not put all of my eggs at basket, a significant of mouth. But I think with today's market in uh with the with A I and so for and technology, I think it's I think I think if I work through this.

okay, I think you're talking about i'm going to evaluate IT with that in mind, i'm not going to say, hey, it's all tech. Forget about I understand exactly. We are going give me the names.

okay? But my five stocks are invidious. Amazon become pale attal network and microsoft. Thank you, my friend.

No problem. There they are okay. It's not amazing. There they are okay.

So let's think this room, because why prize basically saying is, look within the components of twenty seven percent, the S. P. IT. Is technology there enough regulates within technology that we should be able to explore each tributary to do that?

Palo alto networks is a club name that is one of the final super security comes that was a good quarter, but they're nucleus to think IT wasn't. Nobody left behind, I don't mind. See later down the door to the way up broke m is very good.

Plummet on the inside of cellphone, inside of data center, inside of the server is pretty much everywhere. It's ubiquity. So we understand that amazon is primarily now a web services company that also has a retailer connected to IT and also has an advertising business in video.

We yet now have to be able to say is the backbone of the whole dorm world, because this industrial revolution is occurring. And microsoft are going to say is enterprise software and gaming. So we have enterprise software.

We have A A web service coming. These both have web service, but they also have and story copies. When we do this, we will consider that we won't consider this what I won't consider the the cloud business per say, we will consider only their answer.

The other business answer, this is going athwart. This could be retail. This is pluming, this is cyber, and this is internet of every, I don't know.

I was to put IT, and in that sense, brians guide himself a horrific portfolio. What would I have done differently? Broken is not the semitic doctor company that would abuse, but I would have fused A M D, and he knows that.

But A A M D doesn't act, grow right now. But I think this this is going to do just fine. We're going to stay in ama.

Frank, luke happens with one of my favorite ite states. Let's go to Jimmy in alama. Jimmy?

Hey Jimmy, this is jam. Thank you for your time. Um I became this for club member just a few months ago when the first things I learned from you was don't invest more than five percent in any one individual stock.

Well, I first started by and stop individual stocks in two thousand and fifteen. When the first about was in vidia. I've seen so my usual stake at IT.

But now my twenty stops that I own sixty percent of the, uh, total compensation is really in video. So what do I do? I have five stars talk to about OK. Well.

first, I say, is one of the highest quality problems. But because you took your, if you've taken your course spaces out all in my book, in all my books, I say when you take in the cost spaces that you let IT run, I don't care that it's that big position in video. But I don't know the other stocks. Let's see where the other stars you have.

Okay, the are the four stocks that I have, a courteil energy, intuitive surgical J. P. Morgan chase in crowd strike.

All right, this is good. All right, cheaper, more in chase, world's largest back. I liked them, but knew I like whales. Fargo, moral personal cHarry is oil and gas. Now, more oil and gas, since you see that stock is plotting higher in two of the best medical device companies and wish we on for the child trust. I missed IT focus too much on abbott, but abits working.

And video, we know is internet everything and send me of everything I don't know what we know we call renaissance is the renaissance kay know the world kind of change and renaissance then crowd rike. The current company that happened report next week. So we have server security, we renison, we've got bank, we've got oil, gas and we've medical device that is just absolutely perfect months.

Again, if you taking your cost spaces out of an even a specular stock or any stock on to let IT run OK because you're never gona lose money and the biggest city in our businesses to turn a game into a loss. Now we're gonna another one of my favorite. Where are wim and khaki y wim, that's where secretary is. Bird.

that's right. A change is well from the horse of the world, like actual. Ki.

yes.

I think, I think you're gonna ably give me a hard time because i've got a five names that are some way related to the A I. revolution. But let's go to work. So OK, i've done five stocks, adobe talent here you ever over. So buy and read IT, thanks.

Is he diversified? okay. G nova, the stock is so hot, I keep when you know one point we thought that wasn't even going to be able to spin out because he had IT had such a bad baLance sheet. Now got a good baLanced, but it's got the more song men of any major capsule in the market. We have adobe, a software company.

We've got read IT that's online publication about that we ve got so far that I do those brain child, not really, but he did come in and save IT and then pound here, which is well pontier called anything of the great that I heard to see, tell me. But this is it's a cyber security. It's more of a military web company with the product tail, but we're going to call super security.

We're going to publication, we're going to bank, we're going to have software and we're going to have um let's say， alternative. Eric, I don't want to call no way I don't want to call IT. All not possible because it's actually really big natural gas company. I mean, that you get is a turban cover. So i'm going to say it's reverse by, again, this all of a tech component to twenty twenty tech, I can help you, but saving of that they money back back.

at. The first play, the and then the lighting round is over. Are you? ready?

You know, know there, jim. How are you this evening?

I am doing well today. How are you?

I'm doing really good. I was wearing about the company. D. H. T.

well, you know what that would be up, but i've regarded as being a hedge to the craziness of reaching right now. It's not like bitcoin, which was ahead. But now this pure speculation, yellow five point six per said IT is a very well wrong company. I am blessing IT with a bite. Let's go to join in the genie.

Hey, James, thanks for taking my call on my huge watch the show every night 啊。 Thank body. You welcome. My question is, should I hold her? So is actually very.

very. good. And if you like, the it's a little more aggressive than the one we on for the trust, which is quota. I think it's well below well, well run travel stays good, man, let's go to jack. And for the jack.

i'm doing well.

How are you doing.

Grace? Sir, this thought about to ask you about is near all time lows that has a few new revenue streams, has financed debt below what is what I was in twenty nineteen with with hollywood bombs dropping in the foreseeable future, what do you think about the largest theatre .

company in the world, AMC theatres? If he gets to six, I want you to .

sell IT pit for the big fan. I'm a transplant decision. Watching your show 4 years。

Do you like a blue U. R? Like a blessing to all of you. I must thank you. My son just turned one year, so I wanted to buy a talk for him. I thought of a futuristic technology evolved.

uh, job E, I wanted to kick your brain on. Job e and oba, I actually am gna blessed. Let me take one because you, he's one and you got all the years ahead.

You you will tell me within the next five years how to be gonna. I am going to be very uncertain. I think if we can pay and continue to finance itself, then IT will be able to make IT out of here because IT does make sense and adjusted sort away. So i'm going to, for thirty years, trade. Let's go to gym in your ym.

So give me James. Thank you for taking my call first time. Core, I like to get your outlook on the company that I don't think some of the viewing audience has ever heard of, but it's been a good wrong term play.

I've had a proper fourteen years made of a two thousand percent. The twenty years return is over almost four thousand percent in twenty seven point since ninety nine. And IT closes up today ten over ten percent. I'm talking about cold port.

I cope hard. I first recommended to two thousand. I in in year two thousand when I was at the street.

The cob IT is a remarkable only because in fridge vehicle supplies. And IT is just unbeliever because they sell salvage vehicles, and that is what is needed. Now I will tell you this because I just had a hard about move from fifty to fifty two.

I can recommend IT. I feel terrible of that, but I can. I need to see a world back in her part and that later of the light.

How much do I was that every stock would turn out to be in video? One of the biggest winners of all time wouldn't be fabulous, is so many of the money losing copies I get asked about all the time could become the next invidia. I would love to rave about these names.

I just pressure could not going to happen. So I went in video. And as they say in law school, the rise of the video, we general.

So where does that leave the others the company is you want to know about and they could make you forced? Are they all just lottery tickets that I refused to blessing the show? And why am I thinking about this at all?

Rocket, that's why I thought that with the introductions of the lighting rated one hundred eighty miles per hour, crucial and very within that prolog are the words, quote, I do not know the stocks ahead of time and quote, that's right, I really don't, but I do study houses. Stocks in one of them is, I think because you body people just keep ask me, I know it's losing money and that is a naked loop. I also know that anything space is incredibly exciting right now when you are two, the worlds richest people, they have bases near and must doing out to create best rock.

You don't want to near money user that happens to launch space ships provide launch service as a manufacturer, satellite parts because you're buying the picks and shops of the space revolution. The companies created its own rockets to in success, we wants to useful rocket. So where are the flies? The government.

I just say this could be the next space sex of good verger Price. That's why Price you see rocket labs up nearly three hundred and twenty one percent for the year. It's like it's an undercover gem. It's a highly discover, maybe overwhelmed, even company.

You can just blessed stop with a chart that actually look like a rocker's taking off unless you can somehow, somehow justifies valuation even if it's got a great business bottle in amazing prospects of the Prices to I I have to say, forget about IT. And by the way, rockets can explode even the best of now, I know that can be a bitter pills to swell. I can hear some of you saying, hey, he point in video first trust when IT wasn't anything like the current invidia and IT grew at three point five twenty dollars.

Dock didn't really matter if first born video at twenty dollars and thirty dollars. I know high sites, twenty, twenty, but you know what? IT does matter SHE, even a rocket lab turns out to be incredible successful.

Will you still be in IT when IT reaches those levels? Think of IT like this. You know, I like, so I A fifteen.

It's been a real winner since five dollars, but has IT been a real winner since twenty twenty one? One to trade twenty five dollars? I don't think so.

How about if you'd bought IT in the twenties when the next tag was picking in november twenty twenty one and one year later was at five? Nobody sticks with that kind of loser. You don't get to the promise land.

And that's what I fear. I want rocket la B2Be a s uc cessful, as this version of so far is now. But I cannot endorse a straight up stock that could potentially go right back down.

So excuse me for saying i'm not comfortable with a certain stuff that you might like because I think the Price is a stock is going literally trade up is as much a candidate to be the last soft, the one, the one twenty five to five as IT to be the next sofa, the one five, fifteen. Price does matter. People, you matter.

I don't want you to get hurt. Which is why, even if I love a company, I might not love this. Stocky after a parabolic of IT might be Better.

Take a breather selsun even ring the register on a piece of IT. So if IT does come back to earth, even for short, stay yours and dry powder, you can buy some back. That way you can avoid turning the entire game into a loss, which is the thing that I cannot come this as long as I run bad money. I like, say, this was a work somewhere I pumped out, find just for you right here, or made money. I'm dream cramer and i'll see you my all opinions .

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