Everything Jim Cramer said about the stock market on ‘Mad Money,’ including trade deal winners, XPO Logistics spinoff


CNBC’s Jim Cramer revealed a list of stocks worth buying on a pullback after the U.S. and China authorized a long-delayed phase-one trade deal. The “Mad Money” host broke down why personalization is playing a larger role in the retail and pharmaceutical spaces. Later in the show, he went one-on-one with XPO Logistics CEO Bradley Jacobs to understand why the company is considering a spinoff.

Trade deal shopping list

President Donald Trump and Chinese Vice Premier Liu He shake hands after signing the “phase one” of a US China trade agreement, in the East Room of the White House, Wednesday Jan. 15, 2020, in Washington.

Steve Helber | AP

CNBC’s on Wednesday laid out a list of stocks that can ride off into the sunset after the United States and China finally settled on a trade deal, which could be the first in a series of agreements.

As part of the initial compromise to quell a nearly two-year-long trade war, the Chinese showed willingness to open its market to more American businesses and buy an additional $200 billion worth of U.S. products in the next two years.

“If the stocks of any of these companies with new access to China get hit, I think you need to be a buyer into weakness,” the “Mad Money” host said. “I’m just hoping the market’s general sense of ennui gives you that opportunity.”

Personalizing medicine, retail

There is a common thread running across industries from cancer treatment to retail to banking right now, Cramer said.

It is personalization, and while it can be a tired cliche, Cramer said there is really something more to this trend.

“Sometimes I get too skeptical and I worry that this stuff is all … for show, that personalization is merely a Silicon Valley buzzword,” the host said. “But then I realize that if your business isn’t personalizing and the other guy is, you’re gonna get eaten alive.”

XPO Logistics potential break up

Brad Jacobs, CEO, XPO Logistics

Scott Mlyn | CNBC

is testing the waters to unlock more value by breaking off as many as four of its business units, CEO Bradley Jacobs told CNBC.

Wall Street is undervaluing the global logistics company and the four segments will stand better alone as smaller pure plays, he said in an interview with Cramer.

“Now, we’re not interested in selling LTL — we’re not marketing LTL and we’re not marketing the whole company — we’re marketing [these] four businesses: North American and Europe, transpiration and logistics,” Jacobs revealed. “What we’re doing proactively, I think, is the best way to create a significant amount of value in the stock [by] holding auctions and going through a professional process for each one of those four business units.”

Designing a new class of medicines

Stephane Bancel, chief executive officer of Moderna Therapeutics Inc., sits for a photograph at the company’s office in Cambridge, Massachusetts.

Adam Glanzman | Bloomberg | Getty Images

is working with ‘s cloud service to deliver a new class of medicines that apply messenger RNA, which is the “software of life,” CEO Stephane Bancel said.

The biotech company is undergoing clinical trials with mRNA, a single-stranded molecule used to make protein in cells, to develop personalized cancer vaccines.

In an interview with CNBC’s , Bancel explained how Amazon Web Services — the fastest-growing division in Amazon — is playing a central role in the research to build medicines for infectious and rare diseases and cancer.

“We have a phase two study going on where we are designing every product for every patient,” he said in a “Mad Money” interview. “So we start by taking a biopsy of a cancer, we next-gen sequence it, we next-gen sequence a healthy cell of a body [and] we send everything to AWS” in order to “compare every letter of a DNA … of a healthy cell and a cancer cell, and from that we deduce what do we need to do in our product just for your cancer.”

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