tv Mad Money CNBC November 22, 2013 11:00pm-12:01am EST
easy returns, i'm happy. repeat customers, i'm happy. sales go up, i'm happy. i ordered another pair. i'm happy. (both) i'm happy. i'm happy. happy. happy. happy. happy. happy happy. i love logistics. my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. -- want friends to make a little money. my job is not just to educate you but entertain you. so call me. we keep smashing records almost effortlessly. and today was no different. with the dow gaining 55 points, s & p climbing.
the fed is not going to get in the way of a good holiday season. you know what? here's something you can never do, you cannot fight the fed. and that's led to this bull market's continual rejuvenation. i think next week the same getting closer and closer to year end. i have to remind you again that of the four times we've come into november up more than 20% in the s&p 500, we have never been down for the combined months of november and december. that's a big reason why earlier this week when the end of the world came out i gave you my whole story handbook on bull markets. all happy bull markets are the same. and you have to buy them on any weakness. no wonder tulsa was one of the few richest in his time. what's your game plan for next week? first, on monday we hear from perhaps one of the most impressive companies i have dealt with in ages and it is called workday. we spoke to co-ceo of workday and i was blown away by the ambitious nature of what his
company is accomplishing. they're offering a cloud alternative to take care of all the human capital management companies need to do. something currently the domain of oracle for many large enterprises. workday saving company fortunes by handling payroll and human resources issues and expanding into -- a trojan horse model. once it's embedded for human capital and demonstrates proficiency, it can migrate to the actual financial portion of the enterprise. i think it's going to have terrific success. workday is the single most highly valued company we talk today in this past week. it's so expensive because they built people soft which did the same thing in a more old fashioned expensive non-cloud way in what was a hostile takeover. so management knows how to do this stuff. wooing oracle customers via a cheaper better suite of cloud based products. on a salesforce.com platform i might add. they're trusted. and when they go up against oracle whenever an oracle contract ends i believe they win most of the time.
one slip up though, one slip up when they report this quarter monday anything other than a beaten raise and this stock will indeed get hammered. that's what happens when stocks are ultraexpensive. it's the chance you have to take if you want to bet on this company being the next oracle or sur planting oracle for that matter. palo alto networks recently spoke with the ceo. he offered network security systems throughout many different enterprises. it too is highly valued. some of the analysts were disappointed when the last quarter was reported. the company has a patent with juniper hanging over its head. cyber security is here to stay and makes palo alto on a quarterly miss. the most important report we get comes on tuesday. and that's from the venerable hewlett packard. yes, they will announce earnings that day and david faber and i will be talking to the ceo. this stock left for dead around
this time last year now up a staggering 77% for 2013. i don't think it's done. we talk of a bottoming personal computer sales. taking a huge amount of debt to go private. we know hewlett packard has done a ground breaking deal with salesforce.com to extend its cloud reach and extremely valuable printer franchise. we know the company boosted dividend recently. all this sounds pretty positive to me. i would not be surprised if hpq delivers a number higher, not lower. i like meg whitman, i think she's doing a terrific job. unlike workday, it is not expensive and has a decent yield to fall back on if the company does indeed miss earnings or have the guided lower. we've had so many retailers report this week that i don't know about you but i'm experiencing a bit of retail fatigue. the ceo of gap used that phrase and i liked it so i appropriated it. there are three retailers i like very much to put up good numbers next week.
tiffany, cracker barrel and dsw. could there be anything more different than -- do people who go to cracker barrel wear tiffany and designer shoe warehouse shoes? just a query. you can answer it on z box. or something. anyway, all these winners are either at or near their 52-week highs with cracker barrel up an astounding 81% while tiffany and dsw both up 41%. i've had all three post solid results. dsw offering best shoes for less. tiffany remains one of the best ways to play the strength of the high end consumer. as for cracker barrel it's often found along the interstate. and with gasoline so low, i bet cracker barrel has a real good story that requires two spoons of crushed lipitor to be served in the coffee that always comes with it. we recently spoke to tivo. remember that? thought that guy was mr. tivo. and here's a company morphed from being a litigation story to
more of an earnings and partnership story. 1.6 market capitalization, this is the cheapest stocks in the universe. i feel tivo might run up in the quarter. i think it represents great value. what else? kind of rest of important economic data coming. wednesday is a dull day typically, but look at this lineup. this is what i call a jam packed lineup. okay. so we've got the initial jobless claims, durable goods orders, consumer sentiment and report all in one morning. normally i wouldn't be sweating these but because of the holiday we've already thinned. strong reports on two of these four, bond prices plummet and interest rates go higher. that's what happens. on many pre-holiday i've seen these extreme moves because the market is so thin. 3% rates on a 10-year cause i think the following will happen.
i think we are -- i fear that short sellers will try to push bonds down betting the fed will have no ability to move them back up. do not trifle with the fed short sellers. i know the fed doesn't want the yield on the 10-year to go up. i'm most worried about it jumping rates because the fed has what i call virtually unlimited fire power. thursday, thursday is turkey day. i got some real bad news. i'm not pardoning mine. anyway, my sister and i are buying the traditional turkey from whole foods. we always do that wfm. and get this, we're spatchcocking. google it. i know. my sister said we're spatchcocking. google it. i told co-ceo, last day of the week is black friday. and we'll hear the usual tails of woe even about retail as
people are scratching and clawing to get the bargains so many need because times are still tough out of the great recession. the dow and s&p 500 finished up 65% of the time while the nasdaq is down .59% on average on that day and has finished up 70% of the time. in other words, it's going to be a real good one if history is right. and i think it will be. so let me give you bottom line. when the traders sell the market down on wednesday and rising interest rates as i fear, the end of the world therefore surfaced. you mite want to buy some of the stocks of companies with terrific earnings monday and tuesday and otherwise would not be down at all. can i go to kevin in virginia please? kevin. >> caller: booya. jim, thanks for all your guidance and wisdom you bestow upon us. my question is about viropharma. >> this is the sound of people run by a pharma in my recommendation. enough said. can i go to lyndon in florida?
lyndon. >> hey, jim. i just want to thank you for breaking down the technicalities of the market for us. laymens terms. >> thank you. that's the goal of the show. people ask me what do i want to do, i want to make everybody stronger by informing them. kind of like a doctor. i want you to be the best patient possible. i don't want you to be a doctor, be the best patient. what's up? >> caller: appreciate it, buddy. listen, i've had back before the spin-offs and everything done really well with it obviously. and finally listen to you and my broker and took some off the top last year. and it was enough to dr portfolio and i want to say thanks, buddy. >> you are quite welcome. >> caller: how does philip morris look in the future? >> i'm worried. remember in new york city go by the people smoking outside the buildings and you always think to yourself, man, those guys are killing themselves. guess what, the rest of the world has woken up to that too.
i think everybody in the world is going to crackdown on smoking. i think pm is a sell, sell, sell. first time i've felt that this week. next week, short one. expect a pullback on wednesday. but use that to look at some of the companies that reported strength on monday and tuesday. and i want everyone to have a great thanksgiving. "mad money" will be right back. the four horsemen of the big pharma apocalypse are back and they're flying now. for weeks they had drifted lower, slowly. under heavy pressure from an economy that looked like it was
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the four horsemen of the big pharma apocalypse are back and they're flying now. for weeks they had drifted lower, slowly. under heavy pressure from an economy that looked like it was accelerating. causing people to want to sell recession boost stocks as well as from the overheating of the biotech ipo market, which has
just gotten out of hand with deal after deal going to a premium. way too hot. as i'm a long-term believer in this group who's become accustom to the swoons, i thought it was opportunity to pick some up. today that judgment was vindicated although it's not too late to add your positions. let's go over what happened that got these stocks going. first, we know that the fed is still very worried about economic weakness in this country. so they will fight to keep interest rates lower. at the same time the consumer's strapped. as we know from the retail reports we've seen. and that kind of tepid deflationary economy money tends to gravitate toward whoever can grow the fastest. these bigger biotechs fit the bill.
second, yes, that economic world view does matter -- second host of the end of the year drug approvals particularly from europe. consider in the last 24 hours alone we've had a ton of good news. gilead got a market for supporting the pill for a hugely problematic condition. that put strength in the company's core hiv franchise causing analysts to boost numbers for this giant which many thought was going to slummer right into 2014. a european panel approval for a drug to fight pancreatic cancer. skeptics are being proven wrong. that along with negative chatter about some rumblings about toxicity problems has put a pep in the step. which had been stalled in the 150s for quite a bit. now, celgene is breaking out to new highs. i follow because i believe it can earn $15 a share in 2013. yep, when you look at the out years, meaning more than just 2014, this company is even cheaper than pfizer, lily and bristol-myers. this stock jumped 20 points before the opening bell rang and continued to go higher because it got the nod for the new drug. biotech is a funny animal here. i don't know anyone who wasn't
close to this company. and we said on air repeatedly that didn't think the approval would come. but as often the case it still prompted a great deal of buying, perhaps from short sellers who thought the sector after starting the year strong had run out of gas. and regeneron got a market for japan. that's going to continue to help the company maintain its streak. remember we had lynn on not that long ago. given there's a new mandate to reduce bad cholesterol, i think this could spur a huge 2014 if the company can get that accelerated approval from the fda. remember, from bio gen today, expected approvals can give big jumps. the four horsemen from the big apocalypse had been wandering in the wilderness. that stay looks to be over. i would buy all four even after these runs as these stocks are going to be anointed as go-to names for the rest of 2013.
i need to speak to brian in washington. brian. >> caller: booya, cramer. >> wow, man, you are a player. you're playing. what's up. >> caller: hey, cramer, i would like to wish you of your team and pros on "mad money" the best of holidays. happy holidays to you guys. >> well, everyone's coming to my house for thanksgiving. not. >> caller: that's great. >> unlikely. >> caller: jim. >> yeah. >> caller: the rest of the country we have some great companies here in the northwest. i'm looking at seattle genetics. >> oh, man, i like that stock. we had on last night terrific. i absolutely think that's another stock that could rally into year end. that's a great, great call. and thank you for those kind comments about me and my staff,
whom i love and will be partying hardy at some point during the holiday season. now go to anton in new york. anton. >> caller: hey, jim, booya, first time caller in new york hanging out in sunny florida. you got a buy rating on it a few weeks ago, been real volatile. had about a 12% market move yesterday. i own the stock. little bit nervous about it. >> well, i think you have reason to be nervous. the stock has moved up so huge. i've been telling everybody, look, we recommend that stock at five and six, it's going up so much everyone wants it to go back to 12 before they take any off the table. take a little off the table. it's okay. it's okay. taking a profit has never hurt anyone. as the year comes to an end, looking for a place to make your portfolio healthy, wealthy and wise, look to the four horsemen of the big pharma apocalypse. after the break, try to make more money.
retail's become downright treacherous, people. i mean, i got to tell you, that is really the only way to describe it. i don't think i've puzzled more over something in the stock market than i have over what's been the multiple retail conundrums that this period's given us. but now sifting through most of the quarters, listened to conference calls and read through the research, i think i finally have a handle on it. we tend to think after the high profile disappoints of jc penney, target, that all retail must be weak. but that would be totally the wrong takeaway. let me break it down to you strongest to weakest. first, if you offer definitive value to people, a demons rabble low cost set of alternatives to everyone else, guess what, you're doing really well. who fit that bill? well, costco did. and tjx. they both reported terrific quarters much better than any
other retailer. tjx initially responded positive to own earnings has given up some gains because of the weakness in off stores. set some pretty disappointing things on last night's conference call including the business got worse as the quarter went on. that's a kiss of death. you know what, i think this russ stores, tjx thing, i think it's a fatuous comparison. it simply didn't have the right merchandise. and more importantly didn't have the right bargain basement goods purchased with cash from others, mostly ailing retailers. plus tjx has a european business going like gang busters. we were kicking ourselves that the trust was restricted because i talked about tjx but we unhesitantly would have been buying tjx hand over fist if we had not been restricted. the tjx ross store comparison reminds me another. home depot and lowe's. home depot like tjx put up terrific numbers and lowe's didn't.
fortunately because my trust owns lowe's, the numbers and outlook weren't as disappointing out of ross. best of breed is way to go and home depot is best of breed. why didn't i own home depot than lowe's? because home depot is consistently great, but lowe's was going for not so hot to good. sometimes those are better. but the expectations got ahead of lowe's. and good is no longer good enough. serves me right for deviating from my best of breed mantra. next up, any apparel connected to sports and where you can buy it. both dick's and foot locker reported excellent numbers but only foot locker bounced like it should have and hit a 52-week high today. dick's lagging but it shontd be. further we can extrapolate to nike, dividend boost and underarmour called out positively by dick's management. underarmour been sluggish lately. home goods did well this
quarter. williams sonoma a 22% comp from west elm. i always throw that thing out. i get a catalog like seven or eight times a day. i toss them but somebody else is using them. those numbers are amazing. that apparently is a price point that pleases so many that west elm may be, yes, the hottest brand right now in housewares. incredible. i think the home goods helped macy's to stand out as really the only department store that has a terrific home goods platform. but terry london, the ceo, indicated power very strong there through october. that is rather amazing given that many other retailers are complaining about how washington wrangling hurt that month's sales. i guess the people who go to macy's don't watch the news. okay. enough of the good. let's talk about trouble. the big discount retailer seemed to lost their way, target,
walmart, jc penney. they do some soul searching. there's an astoundness the sense companies don't offer what the consumers need or want. it's as if the bargains and sales they're throwing aren't resonating in this nation. i have to tell you i wouldn't know what to do if i were running one of these companies. i don't know how to get them back on track. they've become hostage to the growth of a domestic economy. i have to tell you i can't think of a reason to buy them. because i can't imagine a reason for their sales to turn other than if the economy gets strong. and then there's a host of other companies that are better to buy. you want tough stuff, you consider i mean this is really -- consider the cut throat world of organic and natural goods groceries. man, we had a serious blowup last night from the fresh market. a company that had real momentum.
and not that long ago looked like it was going to be a serious and legitimate challenger to whole foods. fresh market regional national story simply may not be up to this level of growth stumbling badly in two new markets. sacramento was downright nasty. given the stock's hefty 30 times earnings multiple, it couldn't withstand the weak number and that's why the stock fell more than nine points to $40 and change today. that's hideous. we know fareway also had a tough quarter. had to cancel collateral damages from the fresh market number reporting after the close. closing thought on the group, when we heard from whole foods management much earlier than the whole crop of stores they cited cannibalization and cropization. if anything i now feel better about whole foods after this fresh market debacle because i think whole foods has no operational issues and can get through the period without too much more downward pressure. if you want to know what i feel is the absolute worst, teen apparel. this group is a first class disaster. i don't think there's a reason
the world to own any of these stocks. i'm sick of hearing them. i expected nothing good from aber com bee. you're killing people. you're crushing them. you're like think about what you do over thanksgiving and maybe change your mind and stop doing it. finally, let's go over the opportunities and total anomalies in the quarter. game stop found a competitive environment for the holidays. no kidding. use the reset they gave you and the weakness that pervaded the stocks after to buy both. that's what i want you to do. you know, i've been thinking what a gift that these two turnaround plays gave you. they derisked the stocks. again, talking best buy and game stop with the new video game consoles coming out, i want both of these stocks. i would buy both best buy and game stop. then there's the bizarre conundrum that is the newly public retail a vince, same as
michael kors came public in. this comes on the heels of the container store, the incredibly richly valued home goods play that rallied a couple bucks today. i wish everything weren't so all over the place and the company's results weren't so varied. but here's the bottom line, the incredibly bizarre nature of the earnings and the reaction to the earnings can produce, i think, some of the best opportunities if you buy the winners that come down with the losers on an s&p related selloff or guilt by association trade. that means you want to be buying tjx, costco and home depot when you can and best buy and game stop on monday morning. let's go to danielle in kansas. danielle. >> caller: hey, jim. happy friday. >> same. >> caller: hey, i have a question about limited brands. they had an impressive third quarter, great profits. however, they issued a more
conservative forecast for the fourth quarter. given that it's a holiday season, even valentine's day, should i expect the limited brands to continue to rise? or do you think this is a good long-term buy and hold for my ira? >> i want you to actually -- you know, i saw that. i went over the quarter and i said, geez, i think they're doing what i call sandbagging. i think they're being a little more negative than they should be. i agree with you. this is a very well-run company. victoria's secret didn't have a great quarter, but i think your instincts are right. the stock of ltd now known as l brands. here's retail therapy for you. one week ahead of black friday, varied results means you should buy winners. tjx, costco and home depot best in show. best buy and game stop, they've slammed them for you. now they're ripe for the pickings. stay with cramer. customer erin swenson ordered shoes from us online
easy returns, i'm happy. repeat customers, i'm happy. sales go up, i'm happy. i ordered another pair. i'm happy. (both) i'm happy. i'm happy. happy. happy. happy. happy. happy happy. i love logistics. [ man ] adventure, it means taking chances. it means trying something new. [ woman ] just, that uncertainty of what's to come. [ man ] just kidding. ♪ can you please stop doing that? ♪ [ woman ] you walk outside in brooklyn, and it's cement and broken glass. and this is just like... the opposite of that. ♪
it is time for the lightning round! play this sound and then lightning round's over. are you ready? lightning round i'm going to start with tom in new york. tom. >> caller: hey, cramer, it's tom from new york. >> good to have you. >> caller: my book value has increased greatly. >> good man. what's up? >> caller: emb, i'm a shareholder of em bring. >> you know how much i like embry. by the way i regard pipelines as safe. rail is not as safe. and all going for rail. i go to kristen in texas. >> caller: booya from big "d," jim. >> right back at you, kristen. >> caller: hey, i want to thank you for first and foremost i'm active subscriber, i have all your books and you've made me mad, mad money. >> doing okay with my tablet trust. thank you very much. what's up, kristen? >> caller: calling about kirby corporation.
>> oh, the barge business is fabulous. recommendation of mine for about two years and i'm sticking with it and it's just done better and better. great call. michael in florida, michael. >> caller: booya, jim. >> booya. >> caller: this is mike from cape coral, florida. i want to say thank you for all that you do for us home gamers. >> thank you. >> caller: and what's your thoughts now on tlab? i know they were up 4% yesterday. should we keep holding or is it time to sell? >> you know, it's in the sweet spot. boy, i'll tell you, it's got the electric etching. it's a stock that i've done for a very long time. i think that -- that the risk is already out of the stock because they already said some bad things.
that said can i just tell you something that i think lrcx is the best. and i am going to tell you that i think as good as that one might be lrcx is better. let's go to betty in illinois. >> caller: booya, jim. >> booya. >> caller: i have a question about wendy's. stock pretty volatile this week. >> we sat down with emeril after that quarter. i said buy, buy, buy. it's up a dollar since then. and you know what i'm saying now? buy, buy, buy. i think that company's here to stay. let's go to ron in texas. ron. >> caller: booya to you, professor cramer. >> sweet. >> caller: listen, i'm feeling hungry, jim. do you think lgs will ignite with the release of catch and fire? >> we got to remember the stock went up last time going into the first "the hunger games" and came back down. i like the trilogy very much by the way. and i think it's actually a real good read too. i read it with my kids. go to tommy in georgia. tommy.
>> caller: what's up, jim? how have you been doing? >> i've been doing real well. how have you been, tommy? >> caller: i've been doing great. >> what's up? >> caller: i was wanting to hear what you think about tyco international. >> oh, geez, i like tyco. spin-off couldn't get the wrong -- lightning round.
don't forget salesforce.com's huge dreamforce conference where we learned so much about the cloud. there's a tech revolution happening right now. but you'd never know it because the revolution is really about how companies do business. and that just doesn't have the media sex appeal of the next big consumer gadget. it may not seem sexy, but these game changers have produced some incredible gains. that's why i want to go off the tape with a privately held company right at the cutting edge of all this cloud-based innovation. i'm talking about ken andy. a cloud based provider of resource planning software. when we were at dreamforce i got the chance to speak with the legendary founder chairman and ceo who earlier had such incredible success with ask
computer. take a look. >> you're one of my idols. i remember when i owned ask for my hedge fund when i recommended ask at goldman. i want to know why you come back. you quit on top. >> well, it's true. i did quit on top. and it was very compelling to just stay retired and enjoy the life. but, you know, how often do you get the chance to really reinvent the same market twice? >> it really is, right? i mean, this is the new ask in some ways. >> absolutely. kenandy is really ask on the clouds in a lot of ways though it's totally new software. we're totally native. not one line of code from the old ask. >> there's a motherly aspect to kenandy. >> well, there is. i mean, of course man-man ma-ma changed to man-man.
>> and the name of the company. >> and now it's kenandy, ken and andy, my sons names. there is that aspect. >> there's a lot of talk about how companies get started, garage or whatever. you had a conversation with marc benioff. >> absolutely. this was not on my bucket list. absolutely not on my bucket list. i was doing a lot of investing and i said there's a real paradigm shift. whenever that happens there's an opportunity for new companies to emerge. i said who's going to win in the cloud market? and marc said without missing a beat he said you are. i said, marc, you don't get it. this is not on my bucket list. i'm not starting another company. you're crazy. but of course we all knew he was crazy anyway. >> yes. >> that wasn't adding information to the conversation. >> okay. you understand the business. you can say the game in excellent book ceo that you wrote. >> thank you. >> there's a moment where you want to come public and it's too early. are we in that moment now for
you? and are companies violating the credo of that great chapter? >> wow, that's a good question. do you know, i think it's a crazy market right now. >> yes, it is. >> i mean, if you ask the advisors they would tell you go when you can. and of course having the experience of going public, i know the steps. i think that there's not that many business-to-business companies out there that are really great. so of course there's this push to do it. i think it's too early for us, but definitely we want to do it some day. we wanted to go in new york this time as opposed to nasdaq. >> definitely. >> have to do something different this time. >> i used to like that. i think people at home have to understand business-to-business which is why i think we have a great opportunity dell monte is a client. >> even my mother. my 97-year-old mother says take care of dell monte, they're an important company. >> go ahead. tell us how you take care of them.
>> we're very customer-oriented. this is an interesting case because we are doing del monte corporate but during the time we've been working with them they acquired a company recently which is organic pet food company, natural balance, in l.a. they wanted to be up and running on kenandy, order to cash and everything in between. so all their business processes they wanted to be up and running the day that they closed the deal. not 90 days or two years. they wanted to be up and running because the most important part of the value of getting the return on investment on an acquisition is to get your i.t. in place. so we were up and running with them on their acquisition the day that it went public -- excuse me, the day they closed. >> 90 minutes. >> yes. 90 minutes. we had to wait for it to close before we could go live. >> could you contrast that with the way it was? what would have happened? >> well, in the legacy system typically it takes you nine months, you know, to install a system.
so the fast moving pace of all companies right now, agility is so important. i mean, if you can't -- you know, that's the biggest thing i think the cloud lends itself to is agility, is to be able to with mobility, with collaboration, with, you know, realtime analytics and realtime visibility, those are the things companies need today in order just to compete in the market. because it's so competitive. >> right. >> that's what something like kenandy and the cloud allows you to do. >> now, a lot of people have balked when i've recommended cloud companies. they say if you get a miss, you'll kill people. in ceo ask how to miss, what was that like to recover? >> a miss of a quarter you mean? >> yes. >> well, i think, you know, it's really tough. i think in the public markets you miss the projections by one penny, the market kills you. you know, i think that it's -- and you know, you work very hard. and you haven't done anything different today. you just didn't get one order that should have come in that quarter. so i think the whole, you know, focus on quarterly earnings
especially when it could be one deal, especially when our deals are like, you know, half a million dollars minimum. >> right. >> one deal will make a difference between a quarter. that's a lot of pressure on companies today. >> but are these companies -- look, there was the ask e ra. >> yes. >> then there was an era where i call it the web van era which was just we talked eyeballs. >> yes. >> we talked idea of momentum. and now there's now. and a lot of people feel that this era has a lot more to do with the eye bullier than the original ask era. what do you think? >> well, let's put in perspective, okay. when the original software was written, i can speak to my market which is the erp, the order to cash and everything in between, the back office functionality that runs a company. and it competes with oracle and s.a.p. when man-man was written and ask, we were still using electric typewriters. there weren't cell phones. i mean, sort of cell phones. and there definitely was not an ipad. >> yes. >> so the world has really changed. the technology's changed. and just like you have to go to museum to see a typewriter, electric typewriter, i mean, i'm
hoping in the near future you have to go to a museum to see oracle and s.a.p. software. >> okay. i want to ask you about sdsh i got to go back over that. you're the first person to be able to say that. there's either somebody trying to friend them or fear them. why do you mention those two names? >> they're wonderful companies and been a monopoly for a very long time. >> yes. >> it's just amazing that there's been so many technology transitions and they've still held. and that's because these kind of applications are very sticky. >> yeah. very hard to uproot. >> very hard to place it. but you get the most value from an e.r.p. application in the first five or so years. once you hit the seventh e year you're not getting value anymore. and when you look at the mobility, building something from ground up that has mobile, that's native to it, that's global, that's multicurrency, that you have one database that's one connected database as opposed to a lot of modules tied
together, it's a whole different paradigm. so i think there's just an opportunity. i think oracle and s.a.p. are great companies, but they become banks. >> well, i'm glad you put it out because it's -- i think people have to understand that the revolution there are winners and losers in the revolution. that's my judgment. >> uh-huh. >> everyone else been very politic. i want to thank sandy, chairman and ceo of kenandy and so much more. going to dreamforce was an absolutely incredible experience. i'm so glad i did it after getting a chance to see it first hand i can tell you there's an industrial revolution going on in this country. just because it's traded smokestacks for servers doesn't make it any less powerful. is it refreshing to hear hope and good things happening. when there's so much gloom everywhere else. here's some more moments we caught up with some of these people leading the movement. >> this is it. you're looking at literally a renaissance happening right now. >> what's different today than
15 years ago or 14 years ago is the technology companies are building real products and real services and real experiences that are changing people's lives. >> that's why it's exciting to me. i feel like, gosh, we've got 30 years of amazing innovation. like if you're in banking, like pre-atm. >> next generation of people coming into our company, i want to make sure they feel the same passion towards our customers and our goals and missions i feel in life. >> they're looking at a whole new paradigm. they're saying we have to be on the cloud. i don't think there's any company out there not looking at the cloud. >> this is real technology advancement that's changing the experience. >> there's always something right around the corner. i think, you know, next year or two, boom, the entire environment could change and we could have disruption yet again. huh...fifteen minutes
before we get to your tweets, it's time to do some homework before everyone heads off for thanksgiving. back on november 5th, e lis in maryland asked me about acad. this biotech is one of the year's best performers, so i said i'd get back to her. companies lead drug candidates for parkinson's disease psychosis. the data is so strong pushed back up more than 300% for the year. the bulls envisioned more than $200 in peak sales and drug hit the market as early as 2015. now become a $2 billion company with no profits and no products on the market. where is it going from here? at this point i think acadia has
become too hot for me to handle. i suggest you wait for a better entry point lower. next up, november 11th, nick in georgia asked me about mazr robotics. a surgical robotics company, i needed to put on my scrubs and do some digging. a robotic surgery platform could totally transform the spine and neurosurgery market. people think next irsg. but as revolutionary as the company is, the company hasn't posted a profit since its inception in 2000. and 15 times sales, that's a real nosebleed valuation. i think you need to wait until we get a clear idea of how mazr will one day turn a profit before it's safe to speculate. november 13th fletcher in texas wanted to know about tyler technologies, tyl, tyler operates as an i.t. service provider to local governments. providing municipalities with cloud-based software they need in order to automate things like property tax and billings. ideal, right? tyler has doubled in the last
year thanks to strong bookings. the stock is real expensive. and if you want to own a software as a service play, you know what, i always say stick with best of breed which means stick with salesforce.com or any other cloud name we had a chance to speak with this week at dreamforce. crm is the best. last but not least, chris in nevada asked me about a tiny speculative biocompany drtx. a one-trick pony focused on acute bacterial skin infections and lead drug candidate sent back three times. i think it stands a decent chance of being ultimately approved this time around. probably early 2014, but the company is pretty low on cash. if you want to buy the stock, i think you ought to wait. maybe they do a secondary offering and use the weakness that creates to build a position. with the stock this small, we needed to see more cash on the balance sheet before i'm comfortable telling you to pull the trigger. now to your tweets, william moller starts.
he went to @jimcramer, did i miss the train on jci. massive sell and buyback announced this week. a huge position for my travel trust. my staff and i huddled, we decided to stay long think it's worth at least $60. the answer is, no, you can buy it still. here's one i got this from a lot. this is from @t hinch. here's what happened the last time, the stock ran up, the movie was a big success. it ran up again and then sold off and that was the time. why should this time be any different? now, tweet from @fillen, where's the next link to get your book before christmas? can't find it anymore. sad face. you can go to amazon and preorder it. it will not be available until the beginning of next year. but, you know, let's get ready. maybe get it. this is called get rich carefully.
anything we purchase for the paper cottage goes on our ink card. so you can manage your business expenses and access them online instantly with the game changing app from ink. we didn't get into business to spend time managing receipts, that's why we have ink. we like being in business because we like being creative, we like interacting with people. so you have time to focus on the things you love. ink from chase. so you can. customer erin swenson ordebut they didn't fit.line customer's not happy, i'm not happy. sales go down, i'm not happy. merch comes back, i'm not happy. use ups. they make returns easy. unhappy customer becomes happy customer. then, repeat customer. easy returns, i'm happy. repeat customers, i'm happy. sales go up, i'm happy. i ordered another pair. i'm happy. (both) i'm happy. i'm happy. happy. happy. happy. happy. happy happy. i love logistics. remember the winners, okay.
best buy and game stop. those are down enough that you can buy them on monday. and that's what i would do. i like to say there's always a bull market somewhere. i promise to try to find it just for you right here on "mad money." i'm jim cramer, and i will see you monday! what are you doing for a living?" art says, "well, dad, i make money." "okay, how do you make money?" "i make money. i'm a counterfeiter."
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