$PG P&G Tape Reports
Per Ticker.id: $PG P&G Tape Reports — 3 podcast mentions across 3 podcasts (30 days), latest 2026-08-19 23:04 UTC.
Doesn't matter if the deal was canceled by some governor. But we know the multiple was shrinking. Anyway, because of the chatter, because of the rhetoric, does that mean you need to sell your stocks that are involved with the data center? Be like us in the trust. I think you sell some. You can't be as heavily invested in this theme because the price earnings multiples are not going to expand. And if the dwindling supporters of data centers lose their positions coming election, the people selling these stocks now will look like geniuses after the election. But let's say, how about the money that's flowing into Procter Gamble and Coca-Cola or UnitedHealth and the Hinge Health, the JPMorgans and the Targets. Can the Alphabet, the SanDisk, Western Digital, Seagate, Micron, among others, keep their groups afloat? The answer is yes, because it isn't just these stocks. The list is as long as your arm. Virtually anything healthcare works. Same with travel and leisure. People just want out of data center. And these are the convenient places to put. One saving grace, though, and it's a big one right now. The cost of building a data center is being boosted by many companies constructing these things on spec. Not just the hyperscalers. It's not a coincidence, is it, that the stocks of Amazon, Alphabet, Microsoft, and Meta are ramping, going up hot, furiously, furiously. Bye-bye. See, they're the biggest beneficiaries because they can afford to compensate local communities and get their warehouses full of servers built while the spec builders will indeed get obliterated. And they have the ability again to create that code of conduct. If they weren't such a bunch of knuckleheads, they would. If you get rid of the smaller speculative builders, you get rid of the insane competition that's pushed up the price of everything from land to construction to labor, electricity, and of course, the inside of, of a data center like NVIDIA, which reports Wednesday and has now been down for 7 straight days, I think largely because of worries about data center slowdowns. The Magnificent Four are the winners. All right. How about the Fab Four? It's probably better. I think they'll keep winning as they've been the losers when people extrapolate the cost of building these data centers. Right. They always think, oh, more CapEx, more CapEx. Sell, sell, sell.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/24/26 · 2026-08-24Let's start with a couple of extremely important terms that go hand in hand: cyclical and secular. Now, you hear these all the time, yet no one but me ever bothers to explain what they mean, even though they're crucial when it comes to picking stocks. Cyclical has nothing to do with the spin cycle on your washing machine or Wagner's Ring Cycle. Somewhat my classical music. And secular isn't about the separation of church and state or public versus parochial schools. Oh, yes. And kudos to the late, great Lou Rukeyser, who first cracked that cyclical washing machine joke. And I've always remembered it's probably been about 50 years now. We say a company's cyclical if it needs a strong economy in order to grow. It's cyclical because it depends on the business cycle. Cyclical cycle. So metals and mining companies and oil and gas, really any kind of raw materials, plus most of the industrials are cyclical. The homebuilders are cyclical. The automakers are cyclical. The commodity chemical makers like Dow are cyclical. You want a bunch of copper and iron mines like BHP? That's the definition of cyclical. These companies are all hostage to the vicissitudes of the economy. When the economy heats up, they earn a lot more money and we're willing to pay more for those earnings. And when the economy slows down or shifts into a recession mode, they earn a lot less money and investors pay less for their shares. I always say the cyclicals are boom and bust. Names. Ah, secular growth company, on the other hand, is one where the earnings keep coming regardless of the economy's overall health. Think anything you eat, drink, brush your teeth with, or use as medication. So you've got consumer staples like Procter Gamble, of course, the food companies like General Mills, the drug stocks like Pfizer or Merck or Eli Lilly. These are the classic recession-proof names that you want to buy when the economy slows down. Investors flock to the companies that can generate Safe, consistent earnings unless the GLP-1 drugs actually really take over the world, because you don't stop eating food or brushing your teeth just because of recession. Okay, so why is this secular versus cyclical distinction so important? Why is it the first piece of Wall Street jargon I'm translating for you?
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/21/26 · 2026-08-21I love you to death. Thank you for everything you do. Thanks for making us money. And more importantly, thanks for keeping us from losing money. When you're picking stocks, you need to be very careful about doing the right thing for the wrong reasons. This happens more often than you expect. Let's say you find a great company, well-managed, strong fundamentals, good dividend. You buy that company's stock and it goes up. So, in actuality, conclude that this stock's rallying for all the reasons that you liked it in the first place. That's not always true. You might think a win is a win, but sometimes it's more complicated than that. If you don't understand why a stock's moving up or down, you're probably going to be very confused when it stops doing that and goes in the opposite direction. And when we're confused, well, guess what happens? We make really lousy decisions. For example, there are a bunch of excellent, well-run consumer packaged goods. They call them CPG companies. Maybe you want to buy Procter Gamble, longtime favorite. There are lots of logical reasons to like them. But like I told you earlier, logic is rarely what drives the stock market on a day-to-day basis. So let's follow through here. Suppose you pick up some Procter Gamble because you really believe in management or you like the dividend or you think that plastic and fuel costs are going down, which will boost the company's gross margins. That's a huge part of the expense. So you buy the stock and then it explodes higher. What's next? Well, you have to ask yourself, why is it rallying? It's very easy to tell yourself I nailed it. This market's finally giving Procter the credit it deserves. When you buy a stock and it goes up, that means you were right. Why would you second-guess yourself when you're right? Well, the answer is simple, because maybe you were just lucky. As I've told you before, it's better to be lucky than good. But either way, you need to be able to tell the difference. So when you pack— yeah, let's say you rack up a nice win in Procter, you should ask yourself if you were right or if you simply happened to be in the right place at the right time. What do I mean by right place, right time?
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/19/26 · 2026-08-19Rotation, rotation, rotation. There are times when the consumer packaged goods stocks roar higher for reasons that have nothing to do with the underlying companies. Procter, like all the consumer packaged goods plays, is a recession stock because its earnings tend to hold up during a slowing economy. Its stock roars when we get lousy economic data. If you buy these stocks because you believe in the business, but then they go higher as part of a sector rotation that has nothing to do with the business, You still got to win. The bank isn't going to tell you that they can't take that money because they don't accept profits from rotations. But you don't want to get caught with your pants down because the market suckered you into believing that Procter Gamble was going up based on the fundamentals when really it was benefiting from rotation into the whole consumer packaged goods stock sector. You know, the Colgate exchange. This is what I meant earlier about filtering out the signal from the noise. And it is hard to do.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/19/26 · 2026-08-19But this year is going to be different, right? First, though, let's do the numbers. Dow Industrials off 272 today, about a half percent, 53,459. The NASDAQ down 84 points, 0.3%, 26,644. The S&P 500 down 40 points, about 0.5%, 7,745. Mitchell was telling us about the state of the consumer economy. Well, here you go. Procter Gamble, maker of Bounty paper towels, Tide detergent, Pantene hair products, decreased 1%. Competitor Colgate-Palmolive, which owns Fabuloso cleaners, Hill's pet food, and— and I thought this was independent, actually— Tom's of Maine toothpaste declined 1.9% on the day. Newell Brands makes Graco baby products, Rubbermaid storage totes, and Sharpie markers, plunged 3.2% on the day. Sabri was telling us about China. The Chinese hotel conglomerate H World Group Limited reported earnings today. They're based in Shanghai, one of the world's biggest hotel chains, 1.3 million rooms. Their depository receipts soared 11.3% on the day. Bonds down Yield on the 10-year T-note rose 4.73%. More on bonds coming up at the end of the program. See how I teased that? More on bonds. Keeping you around. You're listening to Marketplace.
Kai Ryssdal — Marketplace · Consumer sentiment takes a tumble · 2026-08-17So, you know, if you look at our portfolio and I'm sorry, I'm getting blown up over here real quick. If you look at our portfolio, We're not all in to this AI chase. Right. And again, I think this is another big clarification that we need to talk about, which is if you're invested, if you're, if you look at your personal portfolio and you're 100% invested in just companies in the AI space, I think you're taking on a tremendous amount of risk and you're going to pay a price for that. We're not invested that way. We own, yes, we own Google, we own Microsoft, we own Amazon, we own Apple. But we also own Exxon, you know, Walmart, Costco, Procter Gamble, sorry, Eli Lilly. Companies are boring companies, right, that are good, stable income growers over time. They provide a balanced portfolio. We own some JP Morgan, we own some Goldman Sachs, you know, so we own companies outside of that AI space. So regardless of what happens with AI, we also own other companies that are generating good revenue, good profits, good growth. Provide a dividend of some sort. And so we balance the portfolio across these things. And so yes, to your question, if I'm looking at the AI space, and this is one of the things that we did a couple of years ago, we said, okay, AI needs power, right? So where are they going to get the power from? In fact, Mike wrote an article called Behind the Meter, which was a whole article that he wrote. This is probably a year and a half ago, talking about how pipelines are going to be the primary source of power generation for these data centers in the future. And that's exactly what's turned out to be the case. They build a data center out in Reno, there's no power grid out there to speak of. And so in the short term, over the first year or so, these companies are using liquefied natural gas to power generators to provide the power to these, to these data centers. They use a little bit of renewable energy, but renewable energy is not efficient enough and not stable enough. So they need LNG to provide a very stable, consistent source of power. To these data centers.
Lance Roberts — Thoughtful Money with Adam Taggart · Recent Market Breakout Running Out Of Steam? | Lance Roberts · 2026-08-15Well, it's been an honor. You know, I spent 18 years at Procter Gamble. It is a bastion for leadership, and I had the, you know, honor. My wife Anne was also a great marketing leader there, and we learned everything that we know. And there's, you know, a huge amazing coaching tree out there. You know, obviously you got Brian who's doing amazing things at Starbucks.
Speaker D — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/13/26 · 2026-08-13Thank you. Well, first I would probably say I would want a trailing stop, which means that as the market— the stock makes new highs, you're going to move up that stop. And you want that to be different for every stock because a 5% pullback in Apple— sorry, let's say Procter Gamble— is more extreme than something like a 5% pullback in NVIDIA, which can happen in any given day. So make sure your stop's more along— aligned with probably a moving average. Usually when a stock's in an uptrend, it's holding a particular moving average. That might be the 50-day moving average, it might be the 100-day moving average. Whatever that moving average might be, that's where you probably want to keep— put the stop, or a little bit below that. Right? Maybe moving average minus 1%, something like that. A lot of times it'll hit the moving average, go below it for a short period of time, and then rally. So that's, to me, the better type of stop that you're, you're gonna, you're gonna set for a name is use technical levels. And once again, that's going to differ depending on what company you're talking about. Let's squeeze in another listener question now.
Justin Klein — InvestTalk · S&P 500 Near Record Highs: Is the Stock Market Rally Sustainable in 2026? · 2026-08-13