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tv   Mad Money  CNBC  May 11, 2016 6:00pm-7:01pm EDT

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russell 2,000 short. >> sculley, that ratcheted it up. what are we talking about the other day? >> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. my job is not just to entertain but to educate, teach you. so call me. tweet me @jim cramer. staying power. staying power is a remarkable thing. some companies have it. others don't. staying power is dramatically underrated by traders even as it
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is the life blood of long term investors. if you want to make money in an uncertain market, you have to go with companies that have the wherewithal and the talent to go the distance in a new world where trends no longer documented at a glacial pace. they're adopted at the speed of light. today the dow plunged 217 points, s&p 500 sank 6.9%, nasdaq lost 1.02%. we don't know who is really stuck in a downward spiral. who is being overrun by new forces and who can withstand them or even adapt to them over time. let's use some action to highlight those who get and it those who don't. why don't we start with the walt
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disney. in the grip of a bearish narrative. the possible fall-off of espn. a hugely important earnings streak because of a change in the way people watch television. there are people who won't pay up any more for espn. there are those who feel they don't need sports center is that other marquis programming. they can call up any information they want on their smart that foen. at the same time, disney's broadcast numbers were pumped. not as strong as the competition. the company closed its console games. taking charge on the unit. okay, sub par. i'm not making excuses for them. they are why the stock fell $4.31. however, i think the negatives here mask a much more positive longer term picture. that's how i want you to think. first disney did grow its earnings share up 11%. anybody see that? anybody see that number? second, the company is being run
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for the long term. not the short term. disney has acquired enough intellectual property and movie business to produce a mega movie for every quarter from now until kingdom come. i've been guilty of short material thinking myself. i always thought that title was bestowed upon me by the late great mark haines who brought me to cnbc and a good friend. sometimes what's working now is wrong because there's so much in the pipe at disney that you can't grade it on revenue lost by a broadcast network that can easily get hot again or from espn subscribers that will continue to generate. i care about shanghai disney. more than, that i care about mickey mouse. i care about captain america which i believe will have a huge weekend again. i care about frozen, too, maybe two, three, four, not to mention star wars 8, 9, 10.
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i also care about yoho pirates of the caribbean. and so many of the rides that i took to my kids and my hypothetical grandchildren. yes, i've turned into reverend jim bob from the church of the future. as much as i like disneyland long term i can't feel the same about macy's, the department store that reported horrendous earnings leaving people to wonder what the future really holds. i can't think about the church of the future here because i can pretty much buy anything they sell at macy's from amazon for less money. when i moved to south jersey two months ago it was terrific. i was less than two miles from the mall. could i pick up anything i wanted in the blink of an eye. now with the bargain that's amazon prime, that's way, way too far to shop. two miles? i know macy's seems like an immortal institution but so did
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gimbles. my mom hawked lingerie. wow, market street. if you had million-dollar that he the either stalwart would go away, i would have you told you're out of your mind. now you can only google those stores to find out who they were. history. that was before amazon. as bomb would always tell me there is no god given right for any store to stay open. more than 90% of my dad's retail customers were wiped out. i remember when it closed up shop and it cut fastball our year. why? the shirt store client realize that had walmart was offering shirts at prices to the public that were below the price he was paying to the manufacturer. so that customer of my dad's had no ability to mark up. now macy's which saw its stock
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fall $5.61 today, or 15%, now has no ability to mark up because of amazon. and marking up is the essence of retail. i'm not even talking about staples, office depot that got annihilated by some judge last night. the two company were trying to combine to fight amazon. now they're left to their own devices. the stock is off 18%. it tells you exactly what happens in the future. office supply amazon armageddon. but now let's compare to apple. here's a company that has changed a billion people's lives. that's roughly how many people have the devices. and given the customer satisfaction number it is safe to say it changes for the better. we've all altered our behavior because of apple's iphones. whether the need to wear make-up whenever you go outside since the high resolution brings out
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the blemishes, or to watch on apple or the way we pay with our phone at the register. how we back up our photos. right now all that anyone cares about is that apple missed the past quarter. like with the apple board member, no innovation. no innovation. tim no innovation cook. it doesn't matter what has been accomplished or in the works. it is all over. suffice it to say i cannot make that judgment. i see the loyalty and the revenue streams. while i can't see the new products yet, i know when they come out, people will kill for them. but only after we know that they exist. apple again like disney has an amazing balance sheet. best in the world. and a road map for the future. but it is not hot. so the stocks regarded as a false idol. news flash, there is no idol. ceos and businesses.
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and both disney and apple are well run with excellent ceos. this can be extended to any industry. it wasn't far back when oil, it shunned the integrated. like the giants, chevron, exxon. now the people running marathon and conoako are wondering what are we thinking? please, please go to 50. but exxon and chevron, they're sitting pretty. nothing like threatening for them. their stocks are on fire. there will come a time when both companies can buy any asset they want. not yet. here's the bottom line. feel froe to blast away at disney. go ahead and take profits in exxon and chevron. all i know is these stocks are
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resting. as for these other underperformers, if things go extremely well, if they go fabulous, they may get to a little higher level so you can sell them. if things go awry, let's just call them terminated! >> joe in new jersey. joe. >> caller: with the government stopping merger of office depot and staples, do you think that could it possibly affect wall greens? >> what they did tell me. they feel this deal will close and they're willing to give a thousand stores away. that's the kind of concession that reminds me of the dollar tree deal where they were able to do that with family dollar. i'm still a believer. but i have to say, after the
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deal with the judge, everybody has to worry. everybody. russell in sweet home alabama. >> hello, mr. cramer. great show you have. >> thank you. >> caller: i've been buying video on disk ever since the ceo was on your show several years ago. my question is what is your three to five-year uplook for this stock and do you think it will split? >> i don't know. nvidia, go by it. they have the fast chips, the internet of things. when you break up a really good fast car or a really good video, you know, gaming device, it is nvidia stuff. i like it. i think it has some of the best mojo. how about franklin in oklahoma? >> caller: how are you doing today? >> it's a good day for me. how about you? >> caller: i'm doing great.
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my question is about walmart stock. it seems to be fluctuating up and down quite a bit. my question is whether there is a good time to sell and get out of it. i'm concerned about whether or not the consumer confidence in walmart, if it is declining. it seems to be looking that way. >> walmart is a tough stock. it has a good balance sheet. management trying to clean its act up. i have has a good dividend. do you know what it doesn't have? momentum. i feel like amazon, you just don't want to play it. who has the power? the staying power, that is. a huge difference in those who got it and those who cone. who don't. stock didn't look too pretty last year. new year, new game.
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shares rebound in 2016. is it time to capture the moment? then this company just reported one of the best quarters of the year. you may not have heard of it. but you have sniffed and it eaten it. and tonight i'm revealing the best industries that you've never heard of to see if they can build a position in your portfolio. so why don't you stick with cramer. >> announcer: don't miss a second of "mad money." have a question? tweet cramer. send jim an e-mail on cnbc.com. or give us a call. miss something? head to "mad money" at cnbc.com. you both have a
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see car insurance in a whole new light. liberty mutual insurance. we're always looking for ways to speed up your car insurance search. here's the latest.
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problem is, we haven't figured out how to reverse it. for now, just log on to compare.com... plug in some simple info and get up to 50 free quotes. choose the lowest and hit purchase. now...if you'll excuse me, i'm late for an important function. compare.com. saving humanity from high insurance rates. for those of hue don't remember, shutter stock licensed millions upon millions of high quality videos, photos, illustrations. in a world we're hearing with
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the importance of digital and local advertising, it makes it easy to final the kind of stock footage or imageory you're searching for. however, part of the brutal sell-off. lately it has been on the men. rallying 25% of the day. plus it reported a strong quarter. higher than anticipated. 20% year over year thanks to a 23% increase in downloads. that's nice growth. stocks are spentiexpensive. can it keep climbing? let's check in with john, the founder and chairman of ceo to find out more about the quarter. welcome back to "mad money."
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>> i don't think you realize how big you are. 1.5 million customers in the last 12 months. how is that possible? >> 1.5 million customers. that equates to selling five images every single second. >> and you've added music for cell felonies to and associated press. >> as we make our way into editorial also. we were mostly in commercial images for most of our 13 years of exist tense. they are news worthy, and the a.p. has all of this covered. by partnering with them we get content into our system. today it is available to our enterprise accounts. >> a lot of our viewers, enterprise versus smaller. enterprise has been growing
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pretty terrifically. >> today we have almost 30,000 enterprising counts. they're media companies of all types. it would have a parent account and a whole bunch using those images. we set the account up exactly the way they need it. in 2015 i accounted for 25% of our revenue. it is growing really fast. 25,000 grew 80% year over year. this is a big part of our business and we continue to fuel with it all the businesses that come in. and we upgrade them as they need better service. >> some places i didn't count on. korea, india, germany. why? >> today 60% of our business is outside the u.s. and the amazing thing about images, you don't need that many. in 2006 we translated the site to japanese and instantly
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started seeing a jump in sales in japan. we've translated to 20 different languages. so the global business shows in our numbers where outside the u.s., we have amazing business and growth in countries all over the places. >> you emphasize in your conference call that marketing is important. you talk about cheap marketing. that you are the most aggressive margareter. why does that matter? is it competitors that are less vocal? in telling the story? >> well, the past 13 years we've wanted to build a solid brand. and it takes investing in that brand. we spent years and years building the shutter stock. all of our assistant brand names are around that. in getting people to understand how and why they need to license the images that they're using to sell their products and services. all of that has created the halo
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effect that allowed us to bring in footage and music. allowed to us bring in digital management services and sell all that stuff to businesses all around the world. >> do people know, who tell people? >> generally the content creator will find and it tell them. it has been an educational process over the last decade. and we've gotten customers in the door. we've gotten them to understand that they need to license these images. that copy right is important. that their business depends on it. for a few bucks you don't get into any trouble. >> once people hear it. it is not like the nfl, they really come down out. but everybody else. it is a pretty reasonable thing. >> you have to license the intellectual property that you use. and businesses know that.
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there are some places that are new. >> $2 sfo75 million in cash now? this must be a cash machine. >> yeah. we're guiding to a half billion in revenue. we're guiding to 100 million. >> a huge amount on that amount. >> we have no doubt. we invest our money very wisely. we've been profitable every single quarter for the past 13 years. >> $8 a share in cash? >> buying back some of our stock, too. >> makes sense. i've seen a bunch. growth stocks where it has gotten way too cheap. and the ones that make money like are you taking advantage of it. you deserve it. i think it is a great business model and you are clearly number one at this business. that's john orringer. you like growth? this has growth. >> announcer: coming up, the wonderful world?
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that is until the dollar started climbing this week which triggered a rotation out of all things cyclical and into the safety stocks. a little breather today. however, i'm still a believer that the dollar is headed lower and things have been looking up. i'm introducing you to the best industrials you've never heard of. six stocks putting out tremendous perform yandle of late despite getting little in the way of fanfare. i'm calling them the dirty half dozen. they'll be a major focus the rest of the year. you may have heard mention of our first overlooked industrial earlier today. simply because the quarter last night, sent stocks soaring. i'm talking about a company
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called albemarle. it made specialty chemicals including lithium compounds. it has been roaring higher, almost in a straight line since the market bottomed in february. and the stock is now up over 33% for the year. the year. this rally makes perfect sense. why? given the company knocked into the cheap seats in dead center field when it reported last night. let's talk about it. it was a monster 26 earnings beat. off the 80 cents basis with raised guidance. a cold shot. how is that market doing so well? for starters, the materials business is smoking. it is a critical component in all sorts of battery powered devices. particularly electric cars. it is a good opportunity for albemarle because the batteries are so enormous. a hybrid car needs more than
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three pounds. a full and electric car needs 44 pounds. a high performance electric like a top of the line tesla? 112 pounds in the model s. so that should be a tremendous growth driver over the next few years and i expect it has room to run. although we have to wait for a little down draft. the second member of the dirty dozen? atr. this is a leading player in the packaging industry that makes dispensing systems for countless products in beauty, home care, pharmaceutical and food and beverage markets. it is up 16% since the january low. you've probably never heard of it. why is it roaring? it gets 56% of its sales from europe. the overseas profits translated to greenbacks. now the dollar is weakening compared to the euro, the customers are the kind of
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consumers goods company that tend to put up consistent numbers regardless of the environment. next up? another one that maybe you hadn't heard of. carlisle companies. the symbol is csl. it is a host of products for nycholat markets. energy, agriculture, mining, electronics, food service, health care, aerospace and defense and transportation among others and a mosaic of construction materials, high performance wire, fiberoptic cable. you may wonder what all those are doing under the same roof. the carlisle company has a decentralized operating model where they make smart acquisitions and then leeway to the management teams. some call it a mini berkshire hathaway. this is up more than 35% from its january lows. they have a long history of
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outperforming the market. the stock is nearly double return of the s&p 500 in the same period. most recently, the companies reported a blowout quarter at the end of april. proving once again the tried and true strategy of making acquisitions and then cutting costs is still. hence why it is still a few bucks off the high. our next one is one i haven't talked about in maybe a half dozen years but regular viewers can recall when i used to all the time. parker hanifan. basically if it moves you can find parker and the products in and around it. they also do products for high drawlics. in part to the strong dollar, it gets half the sales from overseas. also because of weakness in the
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energy and mining. however, during that tough period, the company cut costs. now the dollar is getting weaker and the end markets are improving. that's how parker hit a bull's-eye when it reported in late april. indications that it may have bottomed in the fourth quarter. that's why the stock has bounced more than 30% from the january lows. let's not forget about rpm international. one of our favorites. the maker of paints, roofing systems, especially chemicals. you probably know it as rustoleum. it is up 21% just since we spoke to the ceo last january. so i sure home you were listening to that interview. why is it so strong? in part because this company is a very skilled, with a long track record of making smart
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niche acquisitions. plus, thanks to sherwin williams, the merger that happened earlier this year. and even though it was sub optimal, this company gets a lot of sales from overseas. so another beneficiary of the weaker dollar. rpm. rpm. finally, i may sing the praises of a company i haven't talked about. rock well. the company sells power controls, information solutions used for industrial automation. for many years, it was an outporker. it helps companies cut costs. two years ago it sold out and then it went into freefall. lately it has come back. manly because it reported two strong quarters in a row. could it be that they deliver
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just a couple weeks ago? as worldwide manufacturing improves. so do rock well's numbers and i think that has a lot more room to run. bottom line, what do they have in common? aside from you probably never heard of them? the one trait that each share from albemarle to carlisle, parker, rpm, rock well motivation, they are all vital to their customers. as the industrial environment improves, i bet that provides success for all of 2016. jordan in indiana. jordan! >> caller: hey, jim. how are you? >> i'm good. >> caller: i'm doing excellent. i just graduated college. my question is about the indiana steal industry. i wondered if it is about time some of those companies -- >> no. i don't want a steel company. here's the problem with steel.
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the chinese are making too much steel. they're dumping steel everywhere. we're trying to stop it in this country. other than new corps, highly valued steal and i've been recommending it for ages, i don't want any steel companies. how about hugh in florida. >> caller: thanks for taking my call. sor southern. so. whats a good price point? >> i don't want to you buy sornl. it is at its high. a point off its high. and they have some terrible overruns including a so-called clean coal plan. i think there's a lot safer once to buy handle the southern. by chapel trust for instance, the one that we have on all the time that i feel very confident on. american electric power. sure, the yield is lower but you're not reaching for a yield when you have utilities. you want safety. it is my job to help you find these under the radar winners
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and now you have them. and i expect them to keep winning which is why i've introduced them and i'll keep talking about them. >> believe it or not, one of my all time favorite stops. i'm screaming some alternatives to get through the house and mouth. stick with cramer!
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did you see that incredible quarter from iff the other day? here's a company that is flavors and frag ragss for the food,
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beverage, household products industries. i like to describe it as a stealth technology company. it may seem frivolous. what they do, it is about science. they have proprietary compounds. and then the package goods, companies that are willing to pay to get any kind of edge on their competition. i've liked this company for a long time. so i was not totally surprised. iff posted a 7 cent earnings beat off a $1.40 basis. higher than expected revenue and a solid full-year guidance. one thing that was very clear. if the dollar keeps going lower, eff will have a terrific tail wind. it is more than $6 yesterday. although some of it was repealed. it was a tough day in general. let's take a closer look with the chairman, ceo of international flavors and
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fragrances. we call you a stealth technology company. you invenl savory taste and sweet and smell. and almost everybody has to use you. >> absolutely. we're in the business of art and science. that describes us very, very well. many of our perfumers create all these wonderful fragrances, you can taste it in ice cream and drinks. >> we mentioned the strong dollar and how much it was hurt. plays that are doing well for you are doing well for no one else. the middle east. a double digit growth. we do around 80% of our business outside of this country. middle east and africa are certainly one of the leading regions for us in material of growth. we see good growth in latin america and asia as well. >> when i see someone saying they're taking the color out of
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cheerios, natural, organic. they need you more than ever, right? >> first of all we can do it in a synthetic version or a natural organic version as well. and we cater to the tastes of our customers and the consumers. we basically do more than 500,000 consumer interviews every year to find out what is the taste preference of different consumers in the different regions of the world. >> when a celebrity wants to have a scent, they don't know themselves what the scend is. right? they call iff to give them options. >> absolutely. they sit with the perfumers and they come up with a creation that's right for them and then they start to promote and it sell it. it might be interesting to know that perfumers are very scarce. there are just 600 perfumers on this globe. already the same number of
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living astronauts on this earth. and we employ 70 of them. >> when i smell fabric softeners, that's you too. >> absolutely. you see it growing in many regions of the world. >> you made an acquisition. you are always trying to grow. this lucas meyer cosmetic. double digits. >> what we saw is that this fits very well into the fragrance business. we go into the active ingredient business. we did the acquisition last year. we see good growth in the business and we see actually a good receptiveness of our customers in the u.s. and others as well who really like that we own one of those businesses and we will grow it even further. >> so what are the hot tastes in the world? >> that's different. it is actually very different from parts of the world. >> you see it here in the u.s.
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you see a hot of influence from latin taste. you see influence of middle east taste. in europe. that will happen. you see other areas as well. for example, in asia. protein sources are changing. not any longer you can have all the protein from your steak, your chicken, your fish. you probably have plant based proteins, insect based pro teens. you need really good flavors to make sure that it tastes well and you can digest it as a human being. >> we're seeing some of the things going on right now. where almost no one has double digit growth and you've been able to have it consistently. is that because there are always news products? what has made it so you have the most consistent growth. i've followed you since 1984. it has almost been double digits. >> i would describe i as a perfect balance of our business. we're probably 50% of our business in emerging markets.
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50% in new markets. 50% with smaller regional customers. and 50% with the big global customers. and we have almost 50/50 in terms of our balance between the flavors and the fragrance. and it helps with us the volatility and the growing population. particularly in the emerging markets, there is a lot of growth to be captured. >> bakery, ice kriel. >> absolutely. bakery, ice cream, beverages. >> when we taste something, what is the likelihood that it is you? >> i can't give you a percentage. >> there is only one other guy that i've seen in this business. >> yeah. we are probably four big companies. we are one of the big ones. >> the only one you can own. what a franchise you have. i hope you come back on the show. i've always been fascinated by your company of it is always delivered. and everyone else, no one can figure out how they get this stuff. but most of is it from iff.
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the chairman, kroflt of international flavors and fragrances. this has been the best quarter of the entire earnings period. maybe facebook. "mad money" is back after the break. real is touching a ray. amazing is moving like one.
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real is making new friends. amazing is getting this close. real is an animal rescue. amazing is over twenty-seven thousand of them. there is only one place where real and amazing live. seaworld. real. amazing
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it is time! are you ready, skee-daddy! it's time for the line round. rick in maryland. >> good afternoon. long time. congratulations. panera, stay or go? >> so jack in the box, they did a very good number. panera, they were one of the stocks. year. they stick with it through thick and thin. omar in virginia. >> caller: how are you doing, cramer? >> i'm good. how about you? >> great, great. mitj. what a quarter they had. >> that stock is on fire.
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i'm going to say stick with it. >> sammy in california. sammy. >> caller: how are you doing? >> i'm not bad. how are you? >> caller: i'm fine. mastercard. >> i think mastercard is terrific. they do a very competitive business. i say -- jesse in florida. >> caller: boo-ya from florida gulf coast university. >> love it. what's up? >> caller: i see that a lot of insiders have recently bought main street capital do you mean feel this is a good time to buy? >> i looked at i and i have a hard time understanding what they're doing. i'm against it. they lack clarity. and i have enough problems with the companies that have clarity. let's to go nicholas. >> caller: boo-ya, jim.
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>> boo-ya. >> caller: my question about aindicated i can't pharmaceuticals. >> people like this. i'm going to have to say don't buy, don't buy. now we're going to bob in indiana. bob! >> caller: jimmy! how are you? >> real good. how are you? >> caller: not bad. >> i know it is a well run company. they have not diversified. let's to go betty in mississippi. >> caller: hi, jim. >> hey, betty. >> caller: what do you think of -- >> they are really well run companies. how much value is being created. how about scott in minnesota? scott? >> caller: hi, scott from minnesota here. >> how are you doing?
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>> caller: pretty. >> i wanted to check. a shareholder of mettronnic. >> you're lucky. that is one great company i should have included that in last night's piece with the best quarters. it is trichk. one more. scott in idaho. >> caller: boo-ya, jim. what's going on? >> just hanging in there. just living the farm life. i'm calling about t.a. >> i thought it would be doing better. gas stations. what's the deal, guys? that's the conclusion of the lightning round! >> announcer: sponsored by td ameritrade. working 24/7 on mobile trader, rated #1 trading app on the app store.
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it lets you trade stocks, options, futures... even advanced orders. and it offers more charts than a lot of other competitors do on desktop. you work so late. i guess you don't see your family very much? i see them all the time. did you finish your derivatives pricing model, honey? td ameritrade.
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for the longest time investors wouldn't touch companies that tried to exploit disney merchandise. it was not lucrative enough. instead they wanted to buy the stock of disney itself. you had the consistent stream of cable. who cares about company that make toys or game when you can buy the real thing without worry that disney might have a dry spot at the box office. today though, today we got the
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exact opposite. dynamic art saw the company soar 13% in large part because of the association with disney to make the star wars game. and this particular gem really stands out. engage many of star wars is exceptional. with customers playing two hours per game. they led the mobile business to a division that generate $173 million. up 15% year over year. and again i quote, we'll likely have one star wars, movie a year over three to four years. we now have the new movie to work off of. not just the historical movies that we had before. they're talking about a franchise that could be the biggest ea has ever had.
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no wonder the stock is on fire. here's the irony. we tend to forget that the releases that they depend on from disney. and disney will be the chief beneficiary. right now no one cares about what it will mean for disney because of the deceleration of the growth rate. same, remember all the licenses we talked about it? that was the ceo. goldman told us and i quote, the reason we have the strong partnership. we treat it leak our own. the business with frozen, the business is terrific. we're off to a great start. they were talking about a close partnership that makes toys seamless creations use the net leverage. here's where the real poetic justice comes in. one of the reasons the stock is doing so well is that there had been a lot of chatter ahead of the quarter. then the star wars games may have been off to a slow start.
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none other than bob told us it wasn't true. he told us the sales would be strong for the company. it seems the shorts who didn't believe them, they're now paying the price. at the same time, hasbro has figured out how to make disney characters in a variety of stories at the same time disney is shedding its video game division which could have stolen both's thunder. i personally think ea has gotten ahead of itself. the best value, the best one, maybe the company that owns the franchises ea and hasbro so well. distance itself. i'm hurt the that as these two companies, the average investor will do the same when the noise dies down. while the noits is hitting the
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highs, i believe it will be drowned out by ensure. i know i'm in the minority but i don't care. never forget that both hasbro and ea are divisions of disney. i would rather own the real thing.
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when is a stock down for the count and when is it resting? place sis a traffic issue in the mall. macy's. disney, not a traffic problem. just a momentarily dip that people decided is the be all and end all of the coil. i think that's wrong. apple? what can i say? there is always a market somewhere. i'm jim cramer and i will see you tomorrow. when you find something you love,
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you can never get enough of it. change the way you experience tv with xfinity x1. >> tonight on the profit... i go inside sweet pete's, a confectionary shop whose candy-obsessed owner has created a huge variety of sweets. >> that's the caramel. >> that is good. but with a horrible location... part of location is having foot traffic. and i don't see that here. a partnership gone bad... >> i'm calling you out on your integrity. it's crap. >> and an outdated kitchen that won't allow him to keep up with demand... there is a limit to the output, and you're the limit. if i can't turn this business around... >> i don't see how i can go forward. >> sweet pete's will come to a bitter end. >> you guys misrepresent my integrity. >> no, i'm calling you out on-- >> i'm sorry. >> my name is marcus lemonis, and i fix failing businesses. >> we made $10,000 together. >> i make tough decisions... we'll change the recipes. >> i mean, that would be the

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