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or tweet me Jim crer the rotation out of the magnic 7 and into lots of other areas continue today I say get used to it because it could be with us for the whole month of December given the tremendous excitement is generating among new investors who want to buy the stocks of companies that sell things they like and make things they use and that's how you get the longest weekly winning streak for the Dow Jones Industrial irage in two years today jumping 295 points just today S&B gaining 0.59% NASDAQ advancing .55% that's right the buyers are are broadening out and they seem to be focused on anything that hasn't had much of a year in to this week down andout retailers stocks hurt by the weight loss drugs like fast food companies and makers of sugary snacks even manufacturers their stocks are all running and you know what I think it makes a lot of sense we're in the most Sensational of moments when the Federal Reserve is debating whether to stop its rid hikes we get Snippets from them every day today fed chairman Jay pal gave you that kind of mixed message that represents the Cur Z guys there won't be any rate cuts anytime soon but then again there might be no more rate hikes either because inflation's been tamed so what makes this such a special moment simple we want the yield curve to do the talking not the FED as long-term interest rates go down and they fell again today it gives the FED more leeway a cut short rates see long rates are reacting to a slower economy and a weaker dollar that's just fine honestly I wouldn't want to hear pal say that the fed's willing to cut rates very soon because people would instantly assume that something catastrophic was about to happen with the economy right now we've got a goil lock situation go in here an economy not too hot not too cold so with long range falling the money will continue to flow into stocks but not stocks that have already run up big the new winners are stocks that can roar because the FED will eventually cut rates that's enough to motivate those on the sidelines who don't want to mishad on the action but don't really want to buy stocks have already rent their Mantra let's go buy the D Trot and the Forgotten and even yes the riskiest of equities which I covered just last night many of those stocks soared today with that in mind let's go to our game plan for next week now a long time ago when I worked as a full-time journalist I learned to never bury the lead this Market is fueled not by earnings but by interest rates and next Friday we get the great rate Arbiter the nonfarm payroll reports if unemployment finally goes to 4% up from the threes and we see no wage increase to speak of then you can bet interest rates will keep falling I know it sounds strange to talk about this crazy moment with two two Wars raging a turbulent presidential election cycle just around the quarter and somehow houseon but it's a great time for the market as long as there's some slack in the labor force and wages don't shoot up you need to think positively about a great many stocks that seem Untouchable a few months ago like the ones that crushed it today and some that I'm about to go over right now of course it would it wouldn't hurt to get some ambiguous iic num like durable goods right on Monday I think a negative reading actually propels the market higher on Tuesday we hear from the from Neo now this is a Chinese electric vehicle maker that strikes fear into the hearts of all automakers save Tesla because Elon Musk obviously fears nothing for better worse their cheap cars could crush us if they allowed to come into our country it's worth watching we also get results from signant Jewelers you know that's the parent of Kay and Jared now I am a huge fan of Co J rosos and stock hit a 52e high today does signant deserve it we'll see but close followers of the show know that I am a believer I bet withdra s all along I'm not stopping now few stocks have willed themselves higher via BuyBacks than Auto Zone ACO the Auto Parks retailer that shrunk its share count from 27.5 million to 17.7 million in just 6 years that's how a company with decent earnings can take it stock from 600 to 2600 over that same period look at that wa nice next right now we're seeing the recovery of stocks crushed by the onsa of those new weight loss drugs from Eli L and Nova nordis one of the biggest losers JM smucker which had The Misfortune of buying Hostess maker of Twinkies right before the headlines made it sound like junk food is dead can they change the Nar well we got to find out Tuesday night brings us numbers from to Brothers the high-end home builder that's one of my absolute favorite companies it's one of the great coners of this moment how hous in remains incredibly strong despite mortgage rates more than doubling in a very short period of time there just aren't enough homes being built and mortgage rates are now headed down Nirvana for toll at the same time we are from a company called mongodb it's a database software company with the stock that's been roaring in this recent rally is now up 121% for the year guess what I bet it delivers another excellent quarter Wednesday morning okay I'm rooting for Campbell Campbell sup to come up with an good number in part because it's sure didn't last time now I know people think I'm hard on the FTC but back in August Campbell Soup announced it was buying soos Brands it's parent uh company of the popular Ros pasta sauce for 2.7 billion unbelievably the FDC has held up this tiny deal asking for more information and something that should have closed Pronto was now delayed to Mid 2024 perhaps the Geniuses and Signa and youa who are thinking of merging should take note that the FTC won't even let a Soup company merge with a pasta company for having say sorry whole thing's insane now we've seen lots of full price retailers report good numbers think Macy's Foot Locker how about off price is that now P there's nothing more off bargain than off price than Ali's bargain outlets mine in Quaker toown is killer it can be a great barometer to see if buyers have moved on to full price now after the close there's chewy which was the bell of the pet ball not that long ago but it's been in the doghouse of late I think the selling may be overdone but I still prefer Amazon attention Beamers you're Idol you're Idol yes Ryan Cohen Co of GameStop we report numbers and all we can hope is that he actually says something of substit now though if GameStop blows away the meager estimates the lonic Coen won't have to say anything he can just tweet an ice cream cone Emoji Thursday's going to be stressful can Dollar General break the anti-d dollar store spell stock did rally 2 and 3/4% today could be an arbiture of return and after the close two winners report broom which just closed on the VMware acquisition and Lululemon which has become a Serial beaten razor now we own broom for the chapel trust and I have to wonder if CEO Hawk tan announces some projections that could really get the stock moving presumption of the old buyback that wouldn't hurt either as for Lulu so many Traders are afraid to own this stock because it's been red hot for so long up another 19 points today but this is a market that's not deterred by excellent pass performance finally there's so many bears when it comes to the travel thesis you know my long on money short on time Diddy I think it's still in Bogue in the post postco era and when you see the numbers from Veil I think you'll like them here's the bottom line I know that my pal buddy friend David Faber has seemed incredulous of late when I talk about a broadening B but this was some weak for the huddled mes some stocks Longing To Be Free of the Bears I bet next week will be more of the same let's take calls let's go to Tom in the Ali Tom hi there Jim I'm a third generation holder I'm a third generation holder of original mcdonal stock my grandparents lived in the displays Illinois town where Ray Croc's First Chain store started and they began purchasing it when it went public in 1965 it's risen and done well since and my plan has always been to hold it and reinvest the dividends what's your overall take on McDonald's and do you envision a split in the future at all don't know they have an analy meeting next week wouldn't it be great to do a split but companies these days don't want to do them but you know what I care about the earnings and the earnings I think are terrific you've got a good one I say pleasure stay long perose in California peros hey Jim happy Friday how are you doing today I I'm doing well how about you hey pretty good excited about the the game this weekend got my Niners going nervous nervous nervous nervous nervous nervous can you believe this can you believe that the 49ers are favored by three points they must know something yeah well anyways um appreciate all you do wanted to get much to my stock here um this company it's a car uh Service Company uh they do a lot of business they have dealerships and they also have um a race team uh pretty well known just wanted to get your opinion on um why their operating margins are declining over the last six quarters um is pensy Automotive Group pag is still a buy yes look it's up like more than 30% it's probably the best in that group I looked at Auto Zone I mean I looked at Carmax this week I looked at at you know Auto Nation they're not doing as well as these guys I say own them and don't some it's not my cup of tea but if you want to own one that may be the one to own yes let's go to Sunny Al everyone is from Illinois in this show tonight sunny in Illinois Sunny be call in Illinois soon that's right a long time fan Sunny from uh Chicago the cold and wet States man how are you I am doing well thank you for asking how about you good good hey happy Friday and happy holidays to you my friend and our team the best team in the world yes hey longtime fan investment Club member you promised me you're G to work on your new book part two to get I'm Wrecking every weekend you kidding me I wreck every single weekend my wife loves it Hey listen a big shout out to Nicole and the rest of your staff they do a phenomenal job Nicole's monster and from Philly too yeah and hey a shout out to my sons Zachary and Jimmy they are huge fans of your show and they are learning from you to invest for their uh future Next Generation Next Generation Watchers I love it let's make money together what do we got let's make money Hey listen so the energy sector's been taken ahead as you know oils come down from the you know almost 100 down to $74 a barrel I know there's a lot of companies in the sector like Devon and stuff that you're not a big fan of I can't be I like winners you like you think uh CA energy is a winner J you bet because it's natural 50% natural gas 50% oil uh Jordan runs it he knows what he's doing notice that suck never goes down I love that when things get better it is going to fly and I love your two kids for doing all the work for single for really for for mentioning our team I love that okay we saw the rally boarding out in a big way this week thanks to the belief of fed be done tightening and as more money comes into the market I expect this broadening bull rally to continue till next through next week maybe until the end of the year oh man tonight we're continuing our series on stocks at work now that rates seemly Peak by taking a look at the consumer staple sector sharing which names I'm watching at the end of the year then even in the face of a strong Market you have to be able to handle whatever the market throws you so that's why we're going to play ad my diversi see if your portfolio needs a little touchup and Jacob Solutions has become a complicated story hasn't it mixed quarters P off noncore critical missions business I don't know what do you make of it let's do the work I'm going to talk to the CEO
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