$PAYX Paychex Tape Reports
Per Ticker.id: $PAYX Paychex Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-22 17:19 UTC.
You know, I could just— so I use Paychex. Yeah, Paychex Flex. It's actually a, like, sort of a less expensive way because they, you know, they had Paychex, which was like, again, whoever like started Paychex was like imagining the typical small business owner with like multiple employees, office space, and I'm like one person working out of our home. So I think they created a more modified version of that paycheck service, which is great. My accountant helps me run the payroll, but often I'll get paperwork from them that's like, please put this up publicly in your workspace, which is like workers' rights, the Bill of Rights. And I'm like, I'm not putting that. I hope, I hope they're not listening. I don't, I don't have that anywhere in my house.
Farnoosh Torabi — So Money with Farnoosh Torabi · 2012: S-Corp or LLC? Which Is Best for Your Business? · 2026-07-22Well, first off, thank you for being such a loyal listener and not missing a show for 7 years. That's, that's some loyalty there. You'd probably be definitely the top 1% of Invest Talk listeners. So we really appreciate that. Now, I— sorry, DIVB, the iShares Core Dividend ETF. First thing I like about it is it's more mid-cap. It's more of a mid-cap value fund, low expense ratio, P/E ratio is 2.7%. Sorry, not P/E ratio, the, the yield, 2.7%, which is not low but not crazy high. I like that it's not just chasing the highest dividend payers. So I like it from that aspect. It's still pretty overweight technology. 31% of the portfolio is technology. Like you said, IBM, now it's the second largest holding after this recent drop. ADP is its top holding now. Which is a solid, solid business. Then Accenture, which is, I think, struggling in the age of AI with, you know, will consulting be as good of a business going forward as it had been in the past? Probably not. Uh, JPMorgan is next, pretty good. Paychex next, pretty good. I think my issue is just that's those couple of those top holdings, which amounts to nearly 9% of the portfolio, and it's so tech heavy. So some good, some bad. I think you can do a bit better. I would like to see more diversity. Basic materials, less than 1%. Healthcare's 14, it's a little high for my liking. Real estate's only 3, I like to go up a little bit. Industrial is only 4% of the portfolio, I like that also to go up. Considerably. So it's underweight a lot of the sectors that I would want to have more exposure to and overweight a lot of sectors that I would want less exposure to, like technology. So I like the, the core of this, the, the, the base layer, but how it comes up with the portfolio and where it ended up kind of worries me. So I would need to see the whole portfolio as a whole. This could be part of it, but it definitely wouldn't be all of what I would invest in within a particular portfolio. Thanks for the call. Let's go answer another listener question now.
Justin Klein — InvestTalk · Retail Investors Chase Shiny Objects While Ignoring the S&P 500 · 2026-07-16This Squid I'm sorry I'm so fired up, but I've been on vacation. What did you expect? The script is flipped in the tech trade. The suppliers are winning right now and the old leaders have to earn their way back. New tricks work when your stock's down. On Mad Money tonight, forget earnings. Could the next big catalyst in this market be M&A? I'll tell you why the takeover wave is just getting started and how you can profit from it. Then after a massive run fueled by the AI trade, can Micron stock keep delivering? I'm sitting down with the CEO to discuss last week's blockbuster earnings. Plus, I'm getting the state of small business with the CEO of Paychex. I suggest you stay with Kyle and stay with Kramer.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 6/30/26 · 2026-06-30Is it finally safe to circle back to some of the stocks that I think have been crushed by AI displacement worries? But while there are real victims of competition from artificial intelligence out there, a ton of proverbial babies got thrown out with the bathwater. Take Paychex. That's America's second largest payroll processor. It's focused on small and medium-sized businesses, but it's going large to the major outsourced human capital management division. Here's a stock that peaked at $161 a little over a year ago, plunging to $85 and change this April, rebounding to $98 as of today. While Paychex kept reporting solid numbers the whole time, Wall Street just didn't seem to care. But after bottoming in April, the stock's found its footing of late. Didn't hurt that when Paychex reported last week, they delivered a good quarter with a strong full-year forecast.. So can this one keep rebounding? Let's dig deeper with John Gibson. He's the president and CEO of Paychex. Mr. Gibson, welcome back to Mad Money. Jim, it's great to be back with you. Thank you, John. One of the things I want to get, get done right off the top. It is remarkable to me that people felt you should be displaced by AI when I think you're using a very complicated, difficult, but I think you've mastered it, AI-powered intelligence engine that I think can't, can't be beaten. Just tell us about WISE.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 6/30/26 · 2026-06-30Yeah, I will, Jim. And you're absolutely right. I think all this has been overplayed. Now let's talk about, as you know, we've been investing in data and AI infrastructure for decades. I always remind people, in 2022, we won the best use of AI in human capital management technology in the industry. Now, who was talking about AI in 2022? So fast forward, we just announced WISE. WISE stands for Workforce Intelligence Strengthened by Expertise. And what it is, is the AI-powered intelligence engine now that's empowering all of our built-for-purpose HCM solutions across the enterprise. It leverages a patent-pending AI knowledge, knowledge mesh network, which we designed and developed. It has over 5 decades of our expertise in it. It has more than 26 trillion data elements, and it's already powering over 600 AI features and AI agents across our entire company. And what it really does is it's turning all of the 50 years of expertise and interactions we have with our clients and knowledge we have about compliance and taxes. It's turning that into a data of actionable intelligence for our employees to use to support our clients and a growing number of digital workforce agents that we're deploying each and every day. I really believe no one else in the industry is delivering this level of AI-powered autonomous execution for small businesses than Paychex.
John Gibson — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 6/30/26 · 2026-06-30But in addition to that, we look at our 50-and-above clients and they're even having stronger growth. So I see not only no signs of layoffs, no signs of recession, I actually see more resilience and more acceleration in small business growth. And what was interesting, Jim, in this report It was broad-based. It was every region. It was every industry. So quite frankly, I look at the setup and I say with the rebounding small business, the resiliency of small business, you look at the momentum we had coming out of our last fiscal year that just ended May 31st. Paychex has never been better positioned to take, take advantage of this new AI era in human capital management. Okay.
John Gibson — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 6/30/26 · 2026-06-30Well, I think small, medium-sized businesses are going to need that help with one of the regulations changed. The thing that puts most businesses out of business isn't interest rates, it isn't demand. It's not complying with the law. That is John Gibson, president and CEO of Paychex. Thank you, John. Great to see you.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 6/30/26 · 2026-06-30My 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 Kramer. Welcome to Mad Money. Welcome to Cray Maraca. Other people make friends. I'm just trying to make a little money. My job is not just to entertain, but to educate, do some teaching. Call me, 1-800-743-CMC. Tweet me @JimCramer. We're nearing those summer doldrums when there's a dearth of new issues in corporate news. The market bifurcated again today with tech soaring and everything else just kind of chopping wood, which is how you end up with a session where the Dow advances just 72 points. S&P climbs 1.08%, but the Nasdaq surges 1.91%. After dealing with a new Fed chief, Kevin Marsh, in the aftermath of the largest IPO in history, SpaceX, we could use a sleepy interregnum and we may finally be getting one. So let's walk the wall to find out what's going to happen in next week's events. And it's going to be kind of interesting and concentrated right in here. Monday, we can come in and find out the White House has finally closed the deal with the Iranians. I don't want to get into the details because I'm not— I'm a stock guy. Right? Not a foreign policy guy. But I can tell you that the price of oil is going to come down surprisingly hard. This war sped up a lot of big oil and gas projects while also leading to another step down in energy use. Nothing too big, but just enough that the fragile balance that kept the price of oil surprisingly under $100 with the Strait of Hormuz closed could bring about a surprising swoon. Now, the straits starting to reopen again. I'm expecting shockingly lower oil prices because of this new excess if the peace holds. Here's my thesis. The decline in oil could take down the price at the pump to ever lower levels, and eventually much cheaper gas will convince the Fed officials that it would be insane to raise interest rates. That's why I believe the Fed's next move is more likely to be a rate cut than a rate hike. I know, extremely contrarian view, but remember, the majority is not always right. Not a lot of corporate news next week, but still enough to parse. One of the more ridiculous elements of stock research is the endless pecking order shifting in the cruise lines. You know, I've been consistent. I like Viking because of its upscale model. Okay. No kids, no kids, no gambling. But I recognize that all the cruise lines are well-run. When Carnival reports, we might get our first inkling of what their future looks like with lower fuel costs and perhaps more important, what actually happened with fuel and with destinations that were deemed off-limits. Remember, all the cruise lines— Viking has the best pricing power, but they can all generate really good fares. Carnival's been pretty lucrative. Never told anyone not to buy it. After the close Tuesday, we get results from FedEx. No, I've been telling everyone to buy this one. We just came back from Memphis not that long ago where I spoke with CEO Raj Subramanian. We like the stock enough that we took— that we told CBC Investing Club members to go buy some, which is exactly what we did for the travel trust. FedEx tends to give very conservative guidance when it reports. So if you see a big earnings number and then the stock sells off from the forecast on the call, it might be a terrific buying opportunity for you. Company always well-run under the late Fred Smith, a great friend of mine, is now a juggernaut under Raj. I think you just own FedEx for the long haul as it's winning in the trenches against longtime opponent UPS. Buy it, put it away. I'm acutely focused on housing, as you know, because it punches above its weight. It's a big part of the economy. So I'm going to make time to listen to the conference call with KB Homes. That's a well-run homebuilder that tells it like it is. Very, very abject conference call. I sure hope they make some reference to the Federal Reserve. The housing industry just feels like it's dead in the water right now. There's just not enough supply and not enough new homes. Why should there be, though, with interest rates as high as they are? Why would a homebuilder step up to the plate? It's really only Toll Brothers who can handle the situation. That's because about a quarter of their homes are bought with cash. Now, Wednesday we got new home sales. And again, remember my focus, because I remember I think the Fed's got to cut. Anybody's guess what this number will be. So far, the Fed has ignored the weakness. I think that changes once oil comes down. One of my absolute favorite companies, as you may know if you watch the show closely, is Casey's General Store. It's got an analyst day on Wednesday. Most of these meetings really don't move stocks. I think this one actually could because people still don't know the Casey story, the small city model. I bet they have some of those delicious breakfast pizzas too. Those make you want to go on GOP Jazz One just for in a room. Give me some GOP, just one, and a breakfast pizza, please. Paychex reports in the morning and their quarters have been poorly received of late, even as the company's a consistent beat and raiser. When I see that pattern, you know what I think? I presume that the industry could be disrupted by AI, even if I can't get my head around how. I'll say this, though, like Intuit, like Adobe, like ServiceNow, like Salesforce. Salesforce, 13 days down in a row. I'm not going against the zeitgeist. I'm not going to fight the tide. All right. At the close, we get the most consequential quarter of the weekend. It's Micron. Now, the stock's up about 200, about 300% for the year. So I think Micron needs to beat and then raise for well beyond the consensus to continue to go higher. If it does, though, this memory chip maker, it can soar because of the shortages. Anything less than a blowout, though, is going to be a problem. Luckily, Micron chips are in such short supply that they have insane pricing power. That's great for the stock, but it's terrible for the consumer as these higher memory costs are now being passed on by the likes of Apple and most of the entertainment devices you may be buying. Thursday morning, we get the core PCE deflator. Now, this was the preferred way to measure inflation under the previous Fed chairman. One of the many things I liked about Kevin Walsh's press conference yesterday— I really did like it— was how he's no longer going to tolerate the kind of old data that, to paraphrase, seems more anecdotal than empirical. I've been railing against the way the Fed collects its data for years. It's old by the time they read it, and it's often poorly reported. Wash wants to change that. I think it'll be a big improvement over what this thing was. Also on Thursday, we hear from McCormick. This is the spices and seasoning stock. It is still reeling from their deal to buy Unilever's food business, which Wall Street thinks was a colossal overpay. Let's see what management says to justify it. The stock's been crushed. Darden reports in the morning. This fabulous restaurant chain, the home of Olive Garden, by the way, almost always surprises to the upside, just like clockwork, nearly as good as hospitality king Marriott. I like Darden ahead of the quarter. I do, because I see gas prices coming down. And that's a very good determinant and has been for the, for the 25 years I followed Darden. One of the trust's newest positions is FedEx Freight. Just got it. The freight stocks have been on fire, mostly because the economy is so strong and e-commerce is still taking share over bricks and mortar. FedEx Freight is uniquely set up to take advantage of that trend. It's the recent less-than-truckload spinoff from FedEx. I like that the company's on track to cut a huge amount of costs while picking up a lot of market share. Added bonus, self-driving trucks. They're coming and they'll matter. That's it. Light week. I want to leave you with an important point. I told club members, and I do want you to join the club because it's really important to me, that Intel is now my favorite stock in my travel trust. Intel. There's not been a hard Apple-Intel deal yet, despite what the president posted on Truth Social. I think that can change. Club members know I want you to, I wanna be bigger in Intel for my trust. I think you should be in it too. Here's the bottom line. Join the club, I'll keep you up on it. Here's the bottom line. Right now it's just the memory chip stocks that are running, but I believe that CPUs will be the next big shortage, and that is Intel's wheelhouse. Why don't we go to Greg in Texas? Greg.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 6/18/26 · 2026-06-18