Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday January 14.
CEO Interview: Len Shleifer, Regeneron (NASDAQ:REGN)
Regeneron is the best stock pick in Mad Money's history. Cramer got behind it in 2005 when it was at $5, and now it is over $300. Its Eyelea macular degeneration drug garnered $4 million in sales last quarter, and it is being tested for new applications. REGN is developing a cholesterol drug for patients who can't take the mainstream treatments, and it is developing a drug for both asthma and eczema. REGN is still a winner.
Bankable CEOs: Allergan (NYSE:AGN), Hain Celestia (NASDAQ:HAIN), Google (NASDAQ:GOOG), Tesla (NASDAQ:TSLA). Other stocks mentioned: Five Below (NASDAQ:FIVE), Banco Santander (NYSE:SAN), Banco Bilbao (NYSE:BBVA)
Cramer discussed 5 bankable CEOs of 5 great companies. Regeneron (REGN) has returned 5,900% since Cramer got behind it in 2005. It has multiple uses for Eyelea, its main drug, and has other drugs in the pipeline. The stock shot up 11.7% on Tuesday at the JPMorgan Healthcare Conference. Allergan (AGN) is known for Botox, which has several applications and other drugs. The stock dove on fears of challenges from generics, but CEO David Pyott came on Mad Money and said there was nothing to worry about. The stock roared back 34% and is at an all-time high. Google (GOOG) is the largest position in Cramer's charitable trust, and CEO Larry Page is making smart acquisitions, including Nest, which develops smart smoke detectors and thermostats. Hain Celestial's (HAIN) CEO Irwin Simon recently acquired a natural rice company, and the stock rallied because Simon didn't overpay. However, the shorts often unfairly attack this stock. Tesla (TSLA) is a cult stock that is hard to value, but it could go higher. CEO Elon Musk pre-reported higher than expected revenues.
Cramer took a call:
Five Below (FIVE) has had problems with execution and same store sales. Cramer would not buy.
CEO Interview: Richard Pops, Alkermes (NASDAQ:ALKS)
Alkermes (ALKS) is the leader in drug delivery systems, such as insulin treatment that diabetics need to take less frequently than standard treatments. The company is creating its own drugs, including medications for depressive disorders and drugs to prevent recovering addicts from abusing drugs or alcohol. The stock has had a 125% gain since last year, and it might have more room to run. CEO Richard Pops said there are 5 or 6 potential drugs in development.
CEO Interview: Greg Wasson, Walgreens (WAG)
Cramer admitted some skepticism about Walgreens (WAG) after its merger with European pharmacy Boots, but the deal has been successful. The stock rose 58% last year and may have more room to run, since it is no longer just a drugstore, but a healthcare service center. WAG hires healthcare professionals for screening, advice and vaccinations. Because of its many services, Walgreen has a tremendous community presence and is making healthcare cheaper and more accessible.
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