Cramer's First Hour, Part 2 -- November 25, 2024

Locator: 44417CRAMER.

Cramer's first hour: a mix of facts, factoids, opinions from various sources -- often not cited -- while listening to Cramer's first hour on CNBC. 

Deportation, border security: huge opportunities for investing. I haven't seen Palantir mentioned yet, but my hunch is Palantir will be. 

DEI? Dead. 

Tariffs: how they changed under Trump. 

Value meals: link here.

From the linked WSJ article:

An estimated 81% of North American consumers have ordered a fast-food value meal in the past three months.

Around half said the promotions prompted them to eat out more often or switch chains.

But deals aren’t always translating to profit and don’t necessarily keep customers coming back, companies and analysts said, leading restaurant-chain executives to gut-check whether discounts and freebies are paying off.

Starbucks earlier this year dabbled with a coffee and breakfast item bundle starting at $5, but months later yanked it, saying the new discounts weren’t working.

I find this absolutely fascinating. Basically, every restaurant that tried value meals has ended the experiment. Except McDonald's. They still have the "$5 meal."

Most egregious: at Starbucks, an experiment to sell a cup of coffee and a 50-cent piece of bread for ... $5.00. Are you kidding us? Starbucks tried it, found they couldn't make it profitable, and dropped the promotion. A cup of coffee and a piece of bread for $5.00 and they couldn't turn a profit. McDonald's $5-meal" is an incredible bargain. I'm quite impressed. It's too much food for me, so I now go to McDonalds' and buy an al a carte meal of six McNuggests, fries, and a medium diet coke for $6. I had not gone to a McDonald's

Whoo-hoo! Cramer just mentioned Palantir (see above). Analyst raises target to $75.

**********************************
Disclaimer
Brief Reminder 

• I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• See disclaimer. This is not an investment site. 
• Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
  
• If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
• Reminder: I am inappropriately exuberant about the US economy and the US market.
• I am also inappropriately exuberant about all things Apple. 
• And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia.
• Longer version here.