This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
EXCLUSIVE OFFER: Jim Cramer's Protégé, Dave Peltier, only buys Stock Under $10 that he thinks could potentially double or triple in the next 6 to 12-months. See what he's trading today with a 14-day FREE pass.

Jim Cramer: A Couple of Exceptional Earnings Calls

Stocks in this article: NFLXHALTWXAMZNCMCSA

 NEW YORK (Real Money) -- When you listen to a Netflix (NFLX) call, you are sitting there thinking, "How can these guys be that good?"

Then you listen to a Halliburton (HAL) call and you say, "How can these guys be that good?"

Two calls.

Two different subjects.

Two tour de forces.

Netflix is a plain-English company that has figured out that conference calls shouldn't be just about analysts trying to get help on their models. This is a much bigger-thinking company than that. Netflix is trying to explain why, if you offer a superior product, be it Time Warner's (TWX) HBO or Amazon (AMZN) or anyone else, even Comcast (CMCSA), people will take it. But it has to be genuinely superior.

I love that Netflix goes into the viewing habits of customers. This company has actually thought about customers like good retailers do. It recognizes that people prefer to have all the content at once if they would like that content. Netflix also knows the foreign markets will work because, well, they already work. Witness the comments about how The Mentalist is the No. 1 show in France. I am surprised Netflix didn't mention that the French always loved Jerry Lewis. My favorite line: "The total addressable market over time are human beings that enjoy TV shows and movies, because everybody is going to be on the Internet."

Amazing, but these guys really get what we love, and they know that they offer something for everyone that is smart and tailor-made. The fact that Orange Is the New Black is theirs, and that it is huge, should not be lost on people. Netflix has the pick of the shows they want now. The only controversy I heard on the call had to do with why it didn't get True Detective.

Now, Halliburton.

I know: What does an oil-services company have to do with Netflix? How about that Halliburton is operating at the top of its game and scoring points everywhere domestically and internationally because it has the best technology and offers the best customer service? How about the fact that it is taking business from others simply because it offers a better suite of products for less?

When you hear the moaning that there isn't any revenue growth -- a constant refrain -- think of these two companies. Netflix and Halliburton are two gems that stick out in an earnings season that is justifying this run in the major stock averages.

Oh yeah, I forgot, it is all Fed-induced.

My bad.

At the time of publication, Action Alerts PLUS, which Cramer co-manages as a charitable trust, had no positions in the securities mentioned.

Editor's Note: This article was originally published at 6:42 a.m. EDT on Real Money on April 22.

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
DOW 17,058.12 +83.81 0.49%
S&P 500 0.00 -2.75 -0.14%
NASDAQ 4,532.2930 -16.9330 -0.37%

Our Tweets

Brokerage Partners

Top Rated Stocks Top Rated Funds Top Rated ETFs