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Jim Cramer told his Mad Mad viewers Thursday. But a good theme is not enough, you must also invest at the right time. That's why Cramer travels regularly to Silicon Valley, to directly know the next major themes.
This week, Cramer in San Francisco for the Dreamforce event, and companies and CEOs visiting Silicon Valley.
The biggest theme of this trip? Customization. Companies that know who their customers are and what they want before they can dominate their industry, said Cramer, and the companies that provide these companies the tools to customize them are the winning investments.
Salesforce.com (CRM) is one of these tools because the company's customer relationship platform is designed to collect data and use artificial intelligence to attract new customers and maintain existing customers. satisfied. This is one of the reasons why Salesforce's actions have reached new historic highs.
But customization is more than just software. Ask HP (HPQ), the company that allows Coca-Cola (KO) to print custom bottles of their iconic product, or Nike (NKE), which has digitized their operations so customers can build their pair perfect sneakers. Even hotels can be customized. Just ask Marriott International (MAR), which also uses Salesforce to provide its customers with the ideal travel experience.
Undeclared companies continue to struggle, Cramer added, citing the 21% decline in Bed Bath & Beyond (BBBY). This retailer has nothing to offer customers they can not get on Amazon (AMZN) or elsewhere, and they pay the price.
Cramer and the AAP team add shares of Johnson & Johnson (JNJ) and Cimarex Cutting (XEC). Find out what they say to their investment club members and engage in conversation with a free trial subscription at Action Alerts PLUS.
Executive decision: box
In its first Executive Decision segment, Cramer once again welcomed Aaron Levie, President and CEO of Box (BOX), to the show. Box's shares are up 12.5% a year.
Levie began by clarifying that Box expects to achieve a turnover of $ 1 billion in its 2022 fiscal year, but they plan to reach the operating rate of $ 1 billion several quarters before . This year's revenue is expected to be $ 600 million, said Levie, who continues to penetrate a $ 450 billion market opportunity.
Levie explains that Box continues to evolve from a product-based company to a company offering a platform of services that it can sell to its customers. Confidentiality and security remain a top priority for Box. Customers control 100% of their data, he reiterated.
Asked on Facebook (FB) and others who are losing the trust of their customers, Levie noted that our laws and regulations were written for the last century and that our country needs new rules to manage the digital economy and news via social media.
As for real money, Cramer talks about how the Fed's decisions affect different segments of the market. Get more information through a free trial subscription to Real Money.
Executive decision: HP
In its second Executive Decision segment, Cramer also met with Dion Weisler, President and CEO of HP (HPQ), a share that rose 22% in 2018.
Weisler said that HP has been innovating since its inception in 1939. Today, HP believes in innovation with goals, having a lasting impact on the planet and in the communities that it serves. This is partly why HP is able to attract the best and brightest minds and why Weisler said that innovation was alive and well throughout the company.
Weisler added that HP has built a trusted brand, that 's why the company uses 9,000 tons of recycled plastics in its toner cartridges and that the company uses 50% energy. renewable to reach 100%.
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