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Tuesday, 04/29/08
Posted 04/29/08, 10:51
pm ET |
(Scroll down to see Jim's
comments below) |
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Today's date:
Tuesday, 04/29/08 |
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Dow Jones: |
12,831 |
- 39 |
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NASDAQ: |
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2,426 |
+ 1 |
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S&P 500: |
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1,390 |
- 5 |
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Final Segment 1
Title: |
'Finger Lickin' Good'
CEO Interview:
David Novak, CEO |
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. . . .
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Featured Stock(s): |
Yum! Brands Inc. (YUM)
See YUM's official
website
here.
See the Yahoo!
Finance profile for
YUM
here.
See Opening Segment 2,
below...
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After this segment, you
can see Jim's Lightning
Round picks
here... |
Jim's Comments BEFORE
the interview: It's
food night on Mad Money!
It's where I'm trying
figure out some of the
riddles... within the food
industry...
For example, if commodity
costs are so out of
control, like everybody
says... If the raw
ingredients for pizza are
skyrocketing... If Taco
meat is so darn
expensive... If chicken
keeps going up in price,
then how the heck can
Yum! Brands Inc. (YUM),
which owns KFC, Taco Bell
and, yes, Pizza Hut... be
so close to its 52-week
high?...
YUM closed today at
$40.88. Its 52-week high
is $41.18. Input costs are
supposed to be killing
them...
The restaurant stocks that
are mostly domestic...
they've been stinkin' up
the joint, but YUM is
pants-ing everybody! Last week, YUM reported a
better-than-expected
quarter. It gave us 42
cents per share. Every
single short seller and
his mother was crushed by
this, because YUM beat the
Street's consensus by 2
cents.
The stock's been a
gigantic winner over the
years... It's up 65% since
I recommended it on
October 11th of 2005, at
$24 bucks...
The reason I think YUM is
working is that it's
incredibly run, and it's
an international growth
story. KFC, for example,
has become hugely popular
in China... and YUM's
Chinese business is
growing at a sizzling
40%... growth that need I
say is finger lickin'
good!
When you've got a
situation like this, where
the company is doing so
well, when it doesn't seem
like it should be able
to... you're probably
scratching your head...
Not me! I'm talking to the
CEO. I want to find out
why it's working... Right
now, we're going to my
favorite food executive in
the world! I'm going to
YUM's CEO, David Novak...
a guy who is so bankable
that, everytime the bears
come out, we say, look out
bears... you're going to
get shot!
We heard from him on
September 20th of 2007.
YUM is up 20% since
then... And, tonight, I'm
bringing David Novak back,
to explain how YUM is
thriving in an environment
where the Art Cashin's of
the world are telling me
it's an airline stock, for
heaven's sake! Mr.
Novak... welcome back to
Mad Money!
. . . .
.
Jim's Comments AFTER
the interview:
Guys... again, get with
the program... You can
fret about raw input
costs, you can say no one
can make any money in this
business... Or you can be
in YUM with 3,000
restaurants in China, and
18,000 in the U.S. If you
really think that they've
saturated China with 3,000
restaurants, then you
should just be out of this
market. Me? I want to be
in YUM! Buy, buy, buy!
. . . .
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■ |
Stock Snapshots - Includes
all stocks mentioned above |
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Jim
Cramer's
rating on
this stock |
STOCK
SYMBOL |
Closing
price
that
day |
Opening
price
next
day |
Full Company
Name/Comments
(see comments above for
each) |
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YUM |
40.88 |
na |
Yum! Brands Inc. (YUM)
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See all of tonight's stocks'
latest quotes on
Yahoo! Finance |
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Most popular
investing books ordered:
(click any book to see at
Amazon.com) |
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Final Segment 2
Title: |
'Parker & Ride?'
CEO Interview:
Don Washkewicz, CEO |
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. . . .
. |
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Featured Stock(s): |
Parker Hannifin (PH)
See PH's official
website
here.
See the Yahoo!
Finance profile for
PH
here.
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|
After this segment, you
can see Jim's Lightning
Round picks
here... |
Jim's Comments BEFORE
the interview:
While everyone else is
worried about what the Fed
will do tomorrow, or lousy
consumer confidence, or
the high home foreclosure
rate, I want to direct
your attention to
something else...
Hey, how about something
positive?... The fact that
America has, once again,
become the greatest
manufacturing nation on
earth, and one of the
cheapest. The first
courtesy of the best
engineering know how in
the world... yes, we have
it. And the second,
because of the weak
dollar, which I cheer.
This week's dedicated to
the best manufacturing
stocks in America... the
ones that are exporting
like crazy, blowing away
the numbers, making us
proud...
I realized yesterday...
that these stocks have
become, not metal benders,
but new technology
stocks... The
manufacturers... that's
technology! These are
companies with
double-digit organic
growth that are making
real things... real
necessities that the rest
of the world is buying,
because we make them
better and cheaper!... not
just to refine and improve
luxuries, for heaven's
sake... That's what most
tech companies that we
trade everyday really do.
They've lost their way!
Now, today I want to
introduce you to another
great American
manufacturer/new
technology company, and
it's
Parker Hannifin (PH)...
Long, long, long a
Cramer-fave, this is the
kind of dirty industrial
stock that's supposed to
be flat on its back, at
it's weakest right now, as
America is in a recession.
But PH's industrial
business - making up 76%
of its revenue - is a real
ROW-er... 55% of its
sales coming from the rest
of the world.
PH's industrial business,
which is a gem, is growing
its sales at a 32% clip
internationally. You've
got a business with
incredible organic
growth... 25% increase in
earnings. That's why this
company works, even though
America is in the
doghouse... although PH is
so good, they managed to
eek out a 4% sales growth
in North America in the
last quarter.
This company, like
Eaton (ETN),
has reinvented itself,
under the amazing
stewardship of Don
Washkewicz. But,
just like with ETN...
Washkewicz gets no respect
for delivering what they
do... the new technology
that's levered to the
strength of the global
economy.
We need to understand
that, it doesn't have to
do with the silicon valley
to get a higher
multiple... It can
stay in Cleveland.
The Street's just not
bullish enough with this
one. 16 analysts who
cover this stock...
Only 4 say it's a buy...
12 call it a hold.
These guys have got to
wake up! Not
only that, people are
shorting the stock... it's
got a high short interest.
Those people are morons!
The shorts don't
understand where PH fits
in the new global economy.
We do at Mad Money.
We know that a company
like PH... that has good
earnings, and has a great
investment thesis... and
trades at 12x earnings...
I mean, c'mon... 19%
long-term growth,
incredible dividend
record, and buys stock
back aggressively...
Isn't this what we're
looking for? It's
one of the top five
dividend boosters 51
straight years.
How does the company do
it? What's the
future? Let's check
with Don...
. . . .
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Jim's Comments AFTER
the interview:
It is so important to get
our viewers to be
re-oriented, because it's
quite an amazing thing to
have the cheapest and
best, made in America, but
also have incredibly low
multiples... Your company
trades the way tech did in
the 1980s, before people
realized that tech was the
way of the future. I hope
one day, you're stock
isn't as cheap as it is,
but I hope everybody on
Mad Money are in PH for
the big run. Guys,
Eaton (ETN),
PH... all week. These are
the companies that are new
tech, low multiple, best
manufacturers in the
world, and the cheapest.
Stop it with the Sun
Microsystems (JAVA)
and the
Advanced Micro Devices
(AMD)!
Buy some
Parker Hannifin (PH)!
. . . .
.
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■ |
Stock Snapshots - Includes
all stocks mentioned above |
■ |
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| |
|
|
Jim
Cramer's
rating on
this stock |
STOCK
SYMBOL |
Closing
price
that
day |
Opening
price
next
day |
Full Company
Name/Comments
(see comments above for
each) |
|

|
PH |
78.87 |
na |
Parker Hannifin (PH)
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Go to the LIGHTNING ROUND from
tonight's show
here >>
See current quotes on Yahoo!
Finance from
tonight's show stocks
here >> |
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Symbol keys: |
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A Charitable Trust stock.
- An asterisk next to a
stock symbol indicates that
Jim mentioned it is a stock
that he manages within
his
charitable trust portfolio.
You can see the complete
portfolio
of stocks
here >> |
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Thumbs up - indicates
he would buy the stock or,
at the very least, not sell
the stock. We do our
best to interpret Jim's
opinion on stocks, as we
think it is indicated by his
comments during the show.
Please read his comments to
decide for yourself. |
|
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Thumbs down -
indicates he has said not to
buy or to sell the stock,
based on his comments
We do our best to interpret
Jim's opinion on stocks, as
we think it is indicated by
his comments during the
show. Please read his
comments to decide for
yourself. |
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