Mad Money: January 23, 2020 (Thursday) – Key Points

[Jun Kurema (暮眞★潤)]

GE is a ‘total winner,’ unless Boeing fails to fix its 737 Max issue, Jim Cramer says (https://www.cnbc.com/2020/01/23/jim-cramer-ge-is-a-total-winner-unless-boeings-woes-continue.html)

• “GE is a total winner, unless — unless —Boeing fails to get this darned plane certified,” CNBC’s Jim Cramer said.
• “GE’s among the many aerospace suppliers who won’t be able to make their numbers unless the 737 Max goes back into being sold and resumes production,” the “Mad Money” host said.

Ticker: GE, BA

 

Executive Interview: GrubHub CEO leaves open the door for potential mergers: We would ‘evaluate any offer’ (https://www.cnbc.com/2020/01/23/grubhub-ceo-on-merger-odds-we-would-evaluate-any-offer.html)

• “We would totally evaluate any offer, but we haven’t had one yet,” GrubHub CEO Matt Maloney told CNBC.
• In an interview with “Mad Money” host Jim Cramer, he said “there’s reckoning coming to the industry” in 2020.
• WeWork is the beginning of the reckoning and “we’re in the early innings, but what happens this year is going to be interesting,” he said.

Ticker: GRUB, SQ

 

Jim Cramer: Snap is ‘the right stock for this environment’ (https://www.cnbc.com/2020/01/23/jim-cramer-snap-is-the-right-stock-for-this-environment.html)

• “I do think the stock of Snap has more upside, and I am painfully aware that I am late after this run, but I don’t love that it’s catching so many upgrades going into its next earnings report” next month, CNBC’s Jim Cramer said.
• “I recommend if you like Snap putting on half your position before the quarter, then if the stock gets hit after the quarter you can go back” and buy more, the “Mad Money” host said.
• “If the estimates are too low, this thing’s headed into the stratosphere. It’s the right stock for this environment,” he said.

Ticker: SNAP, FB, TWTR

 

Cramer’s lightning round: Cisco Systems is a ‘show-me situation’ (https://www.cnbc.com/2020/01/23/cramer-lightning-round-cisco-systems-is-a-show-me-situation.html)

• Cisco Systems: “I think it’s a show-me situation. … They missed the quarter and they missed the quarter bad. I thought [CEO] Chuck Robbins was very polished the other day in Davos. I am sticking with it. It’s a big position in my charitable trust. It’s got a nice dividend, good balance sheet. The 5G — you’ve got to be careful. It is enterprise 5G, it is not consumer 5G, so therefore it’s a 2021 story, but I think it’s worth owning.”
• Apache Corp.: “No. No. It’s moved a great deal and most importantly it is fossil fuels.”
• Lattice Semiconductor: “It’s lagged. It’s lagged and it’s good. Interesting idea. I should have thought about it earlier.”
• IHS Markit: “It’s got some incredible, incredible backing. I’ve liked it from the day it came public, and yet have I talked about it? No. And that is my bad, ’cause it is a great company.”
• Republic Services: “I like the waste management business. RSG is actually doing as well as Waste Management. You’ve got a good one there.”

Ticker: CSCO, APA, LSCC, INFO, RSG, WM

 

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