Homepage / Technology / Cramer Remix: 'Thinking like a millennial’ could help you win big
Amazon says this Prime Day was its biggest shopping event ever Kudlow says President Trump is 'so dissatisfied' with China trade talks that he is keeping the pressure on As stocks regain their footing, an ominous warning looms Goldman Sachs downgrades Clorox to sell, says valuation is 'unsustainably high' How Satya Nadella has spurred a tripling of Microsoft's stock price in just over four years Kudlow says economic growth could top 4% for 'a quarter or two,' more tax cuts could be coming The one chart that explains Netflix’s stunning comeback US housing starts plunge 12% in June to a nine-month low Aerospace titans Boeing and Airbus top $110 billion in orders at Farnborough Target uses Prime Day to its advantage, logging its 'biggest online shopping day' so far this year Billionaire Marc Lasry sees bitcoin reaching up to $40,000 as it becomes more mainstream and easier to trade These are the 10 US airports where you're most likely to be hacked Amazon shares slightly higher as investors await Prime Day results Wreck of Russian warship found, believed to hold gold worth $130 billion A bullish ‘phenomenon’ in bond market is weeks away from fading, top credit strategist says Stocks making the biggest moves premarket: MS, GOOGL, TXN, UAL, NFLX & more Twitter shares up 50% since late April means most upside priced in, analyst says in downgrade EU fines Google $5 billion over Android antitrust abuse Mortgage applications fall 2.5% as buyers struggle to find affordable homes America may not have the tools to counter the next financial crisis, warn Bernanke, Geithner and Paulson Investors are getting spooked as the risk of a no-deal Brexit rises EU expected to fine Google $5 billion over Android antitrust abuse Ex-FBI chief James Comey urges Americans to vote for Democrats in midterm elections Elon Musk apologizes to British cave diver following baseless 'pedo guy' claim Disney, Comcast and Fox: All you need to know about one of the biggest media battles ever Xiaomi shares notch new high after Hong Kong, mainland China stock exchanges reach agreement The trade war is complicating China's efforts to fix its economy European markets set for a strong open amid earnings; Google in focus Hedge fund billionaire Einhorn places sixth in major poker tournament The biggest spender of political ads on Facebook? President Trump Asian stocks poised to gain after Fed's Powell gives upbeat comments; dollar firmer Stocks are setting up to break to new highs Not all FAANG stocks are created equal EU ruling may be too little, too late to stop Google's mobile dominance Cramer explains how Netflix's stock managed to taper its drop after disappointing on earnings Airbnb condemns New York City's 'bellhop politics,' threatens legal retaliation Amazon sellers say they were unfairly suspended right before Prime Day, and now have two bad choices Investor explains why 'duller' tech stocks can have better returns than 'high-flying' tech names Elon Musk is 'thin-skinned and short-tempered,' says tech VC Texas Instruments CEO Brian Crutcher resigns for violating code of conduct Google Cloud Platform fixes issues that took down Spotify, Snapchat and other popular sites Uber exec: We want to become the 'one stop' transportation app 'What a dumb hearing,' says Democrat as Congress grills tech companies on conservative bias Amazon shares rebound, report says Prime Day sales jumped 89 percent in first 12 hours of the event How to put your medical history on your iPhone in less than 5 minutes Investment chief: Watch these two big events in 2018 Even with Netflix slowing, the market rally is likely not over Cramer: Netflix subscriber weakness debunks the 'sky's the limit' theory on the stock Netflix is looking at watch time as a new area of growth, but the competition is stiff Why Nobel laureate Richard Thaler follows Warren Buffett's advice to avoid bitcoin Rolls-Royce is developing tiny 'cockroach' robots to crawl in and fix airplane engines After Netflix plunge, Wall Street analysts forecast just tame returns ahead for the once high-flying FANG group Roku shares rise after analyst raises streaming video company's price target due to customer growth China is investing 9 times more into Europe than into North America, report reveals Amazon says US Prime Day sales 'so far bigger than ever' as glitch is resolved Netflix is on pace for its worst day in two years US lumber producers see huge opportunity, rush to expand San Francisco to consider tax on companies to help homeless Homebuilder sentiment, still high, stalls as tariffs, labor and land drive up costs Powell backs more rate hikes as economy growing 'considerably stronger' Netflix history is filled with big stock declines – like today – followed by bigger rebounds Intel shares get downgraded by Evercore ISI due to rising competition from Nvidia, AMD Petco aims to reinvent the pet store with something you can't buy online Genetic testing is coming of age, but for consumers it's buyer beware Tech 'FAANG' was the most-crowded trade in the world heading into the Netflix implosion, survey shows Netflix weak subscriber growth may indicate a 'maturity wall' that could whack the stock even more: Analyst This chart may be predicting the bull market's demise Wall Street says Netflix's stock plunge is a ‘compelling’ buying opportunity because the streaming giant ‘never misses twice’ Tesla sinks after Musk tweets, again Boeing announces new division devoted to flying taxis Stocks making the biggest move premarket: NFLX, UNH, GS, AMZN, WMT & more Deutsche Bank downgrades Netflix, but says big subscriber miss is not 'thesis changing' IBM is experimenting with a cryptocurrency that’s pegged to the US dollar North Korea and Zimbabwe: A friendship explained Virgin Galactic spinoff Orbit to launch rockets from the UK with space deal Artificial intelligence will create more jobs than it destroys? That’s what PwC says ‘Treasonous’ Trump and ‘Putin’s poodle:' Scathing headlines follow the Trump-Putin summit China’s fintech companies offer ‘enormous’ opportunity, investment manager says Trump's performance at summit with Putin was 'unprecedented,' experts say Walmart and Microsoft link up on cloud technology as they both battle Amazon European stocks seen mixed amid earnings; Fed’s Powell to address Congress How I knew I should quit my day job and run my start-up full-time: Viral website founder China's stocks have been trounced, but the trade war may ultimately be good news for those shares Billionaire tech investor Peter Thiel bets on crypto start-up Block.one Asian shares subdued open after mixed close on Wall Street; energy stocks under pressure Amazon cloud hits snags after Amazon Prime Day downtime Netflix isn't doomed by one quarter unless people start questioning the long-term investor thesis Tech stocks set to sink on Tuesday after rough evening for ‘FANG’ Netflix plummets after missing big on subscriber growth This wristband lets humans control machines with their minds The U.S. has a rocky history convincing Russia to extradite computer criminals Amazon suffers glitches at the start of Prime Day Jeff Bezos is now the richest man in modern history 'The United States has been foolish': Read Trump and Putin's full exchange Goldman Sachs recommends these 5 highly profitable companies — including Nvidia — to combat rising inflation Goldman Sachs releases 'tactical' stock picks for this earnings season Three red flags for Netflix ahead of its earnings report The bond market may be raising recession fears, but don't expect one anytime soon Cramer: Banks are 'making fortunes' but are still as hated as they were during the financial crisis Putin told Trump at summit: Russia never meddled in US election


Cramer Remix: 'Thinking like a millennial’ could help you win big

Silly as it may sound, “thinking like a millennial” can give investors an edge on upside surprises and takeovers in the market, CNBC’s Jim Cramer said on Wednesday.

“By sheer numbers, if you don’t focus on their buying patterns, you’re going to miss what’s happening with a huge chunk of the consumer economy,” the “Mad Money” host said.

Cramer’s theory that millennials like protein, particularly chicken, may have gotten laughs from his “Squawk on the Street” colleagues, but two key takeovers — Restaurant Brands buying Popeye’s Kitchen and Arby’s buying Buffalo Wild Wings — seemed to support his thesis.

“It makes perfect sense that these two buyers understand that they’re too meat-oriented in a time when the millennials are moving toward what’s perceived to be the healthier poultry offerings,” Cramer said. “I’m just putting two and two together.”

Cramer will forever remain a fan of diversification, which he calls “the only free lunch” in the business of investing, because of days like Wednesday.

“Days like this one show you why I find it so worrisome that stocks within the same sector often trade in tandem, in unison. We just don’t know which direction they’ll head in,” Cramer said.

As fast-growing technology stocks got clobbered and retail, bank and transportation stocks rose, Cramer felt it was essential to break down the widespread rotation for investors.

The suddenly heightened changes of the GOP passing tax reform served as a boon for domestic companies, which would see taxes come down and earnings inch up as a result. But, with the exception of massive players like Apple, which would be incentivized to repatriate money from overseas if taxes were lowered, positive tax news did next to nothing for the tech cohort.

Even though PVH Chairman and CEO Manny Chirico told CNBC he was “disappointed” by the GOP tax bill, he couldn’t be dismayed by the momentum behind this holiday shopping season.

“It’s the strongest holiday season so far that I’ve seen in the last four years, especially here in North America,” Chirico told Cramer on Wednesday. “I think inventories in particular are under much tighter control as we go in, and I think you’re going to see sales improvements and I think you’re going to see, if the trends continue, gross margin improvements across retail.”

Chirico noted a “strong surge” in November among the perpetually struggling department stores, many of which carry his company’s Calvin Klein and Tommy Hilfiger brands.

While the fourth quarter is commonly seen as a strong one for retailers, most of which capitalize on holiday shopping, Chirico said the recent strength has blown away even his powerhouse company’s estimates.

As shares of newly public e-retailer Stitch Fix climbed on Wednesday, Cramer backtracked to its quiet initial public offering to see if the fresh-faced stock was worth buying.

“Here’s a company that occupies a very interesting niche: Stitch Fix provides monthly curated shipments of apparel, shoes and accessories to their customers — called fixes, hence the name — and these shipments are supposedly put together with great care by the company’s excellent stylists,” Cramer explained.

Founded in 2011, Stitch Fix is part of a cohort of services that shop for consumers so that they don’t have to, charging fees for each package and offering free returns for unwanted items.

While its pitch may not sound attractive to the traditional brick-and-mortar lover, the company serves some 2.2 million active clients with a repeat rate of roughly 86 percent, meaning that customers tend to come back after using the service.

PVH’s Chirico may not have been thrilled with the GOP’s tax proceedings, but CBRE Group President and CEO Bob Sulentic told CNBC that one piece of the proposed reform would be particularly good for his massive real estate business.

“What’s really going on that’s important to our industry is that corporations are going to pay lower taxes,” Sulentic told Cramer. “Corporations are our biggest clients. If they have more money to invest to serve their clients, more money to invest in their people, they’re going to grow, they’re going to do more business, and that’s going to help our business grow.”

CBRE, which has $98 billion in assets under management, also recently raised roughly $1.5 billion for a fund investing in what Sulentic called “value-add real estate,” or properties that have decent performance but present upside opportunity.

“There were a billion and a half dollars’ worth of investors that wanted to get into that fund to invest in real estate here in the U.S.,” the CEO said, highlighting the growing awareness of the value possibilities in the U.S. real estate market.

In Cramer’s lightning round, he zipped through his take on some callers’ favorite stocks:

New Residential Investment Corp.: “Here’s my problem: when I see that yield, an 11 percent yield, that, to me, is a red flag. I don’t really know what they own, they’re investing in residential housing, who really understands? I’d like to see more of the product and, mostly, I want to see them come on the show and then we can make a judgment.”

NetEase Inc.: “Oh, jeez. Man, that is up 50 percent. It’s another one of these companies from China. Let’s not take any chances. Let’s just cut that one in half and let the rest run.”

Questions for Cramer?
Call Cramer: 1-800-743-CNBC

Want to take a deep dive into Cramer’s world? Hit him up!
Mad Money TwitterJim Cramer TwitterFacebookInstagramVine

Questions, comments, suggestions for the “Mad Money” website? madcap@cnbc.com

Source: Tech CNBC
Cramer Remix: 'Thinking like a millennial’ could help you win big

Comments are closed.