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a good Thursday morning everyone we we the Dow slightly below 20 2010 la Elan musk hinting at a possible debt offering he says yeah it basically said we would really good coverage by Brian Sozzi this morning some other people he has to he's burning through a lot of cash but book the bottom line on Tesla's a lot of people really love the car and the people who love the car are people who buy the stock and that's because they think it's a tech company and that's right and as long as he has access to the capital markets in some way shape or form then I think it can continue to go higher because he's very promotional but he does have a car company but people love the car if he can get the funding and continue to get the funding he will win and that's I know that a lot of people who feel that that's not a rigorous approach but he will win if he gets the funding and right now he's being funded what did you make of his confidence on the earnings call yeah he's a incredibly promotional there's a great piece of Market Watch about how he kind of acts as this it's like a private company or a small cap or doesn't realize there's a great responsibility in these calls but again it doesn't matter you love the car you own the stock you believe that it's a tech company you on the stock and and that's what propels it let's move on to take to interactive raising the revenue forecast what did you think yeah I mean Grand Theft Auto online is doing incredibly well and it's this has been a long time since the last iteration and the fact is is that what you do is you just kind of amortize it over time it's a remarkable story this is a franchise that's bigger than almost any other Cayman franchise maybe the biggest entertainment franchise in history and even though they didn't have any new titles to speak of it is powering their numbers higher which is why the stock looks so good today you now have a situation where the book they're they're a gramoo's continue to peruse good numbers they've got Red Dead Redemption - coming up and then in 2018 they teased NBA 2k news sports that could be very important but we for Action Alerts plus back on Club issued a bull pen analysis of Activision Blizzard Mass that's a little wobbly today maybe get a chance all right we know nvidia has exposure to take two but what did you make of the lam research downgrade lam research downgrade was a little jarring that because lambs been down in a straight line since the reported an excellent quarter and the reason why it's going down aside from the damage is because they make chip they make the machines you need for a lot of different kinds of chips but some of the commodity chips and I think they're people who recognize the action in the micron stock after they ported a ball out quarter which it's now below is signaling that perhaps there is going to be a coming blood if there's a coming blood there's a belief that there'll be order cancellations for these big machines that land makes now on the other side Martin it's instances that's probably not gonna happen he's the CEO but the p/e multiple your are shrunk rather dramatically and I just want to warn people that that is the classic way that these stocks tend to roll over believe it or not I believe in answers but I also believe in house what stocks are saying Jim let's talk about ever stock getting hit guidance lash yeah they cut the dividend pretty rather remarkably they're talking about price pressuring us generics now that's very interesting because that's the business that they bought from allergen allergen going down people just feel that it doesn't have the oomph they did boost the forecast so did Eli Lilly mr.
stocks W infraction alerts it but then they didn't have the pizzazz to raise them I have to do more work on allergen will be issuing Bolton later today but I do feel that you know what I mean that whole group is a little squishy and Terra is probably the weakest of all alright moving on to young brands they reported better than expected earnings but Pizza Hut yeah I'm so proud of those Papa John's reporter great number and Domino's reporter great number they've got to get pizza together a very good numbers KFC excellent numbers Taco Bell remember that's the the rump of what's left after they spun off China and Pizza Hut hiring delivery staff fits into the state home economy it does I mean pizzas late to the game let's see if they can make a dennis is such a competitive environment Domino's domestically did quite well but Domino's overseas remember UK was weak hamburgers very strong was kind of a split here between pizza and hamburgers international and some nice comparables for sales for Costco for July yes in brick and mortars rallying today Costco's doing good I still like TJX is not participating at which is maybe because it's clothing I know there was an initiation of PVA schism by I still think the TX is a good way but I understand people want to own the some of the department stores and they really want to own Walmart which is I think totally right Walmart and UnitedHealth I believe can lead the Dow remember the Dow has been led by a narrow group of stocks this time it's Walmart UNH and you've seen this walking the street Walmart could be a good competitor to Amazon yes Walmart has a great business and Walmart has a family backing the walton family and they are I think willing to give Doug McMillon a lot of a rope to be able to not hang himself but compete against Amazon watch out for gedcom I think that a bridge isn't gonna work Macmillan is very good at his job all right when we have a jobs report on Friday economists are expecting one hundred and seventy eight thousand positions not really a consequential job number the unemployment slowed in the country I don't see the Fed I was hoping the Fed would tighten in September just because I want them to get more normalized Janet Yellen taking her time she's taking her time because there's pockets of weakness and economy principally the auto god watch even the semiconductors to go into auto that's another part of what may be causing lamb to go down autos are the weak part of this US economy all right Jim Cramer we'll leave it there thank you so much as always and for more information on the stocks that Jim just mentioned please head back to the street comm
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