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Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways for today's trading.
PVH (PVH) : In an exclusive interview, Cramer sat down with Manny Chirico, chairman and CEO of apparel maker PVH, which just posted an 18-cents-a-share earnings beat on a 4% rise in revenue and raised its full-year guidance for the rest of 2016.
Chirico said that last year the third and fourth quarters were simply a disaster, but this year the fall season is looking much better with inventories very much under control. That means there are big opportunities to boost the bottom line.
Chirico commented on Macy's (M) decision to close 100 stores. He said it's been known for a long time that America has too many stores, and Macy's is taking brave steps to rectify the problem. Retailers need to go where the consumer is, and for many that's online and not as much at brick-and-mortar locations. That said, Chirico said physical stores aren't going away anytime soon.
Also, Chirico commented on Speedo's decision to end their relationship with Olympic swimmer Ryan Lochte. He called the situation unfortunate but said PVH cannot endorse Lochte's behavior and opted to donate the money it would've paid him to charity instead.
Workday (WDAY) : In his second "Executive Decision" segment, Cramer sat down with Aneel Bhusri, co-founder and CEO of Workday, a stock that's up 32% since Cramer checked in back in late February.
Bhusri touted Workday's signing of Samsung (SSNLF) as a client as a big win for his company. He said Samsung represents Workday's first client in South Korea and the news is making a big splash as the company enters that market. Samsung, he said, is embarking on a big human capital management transformation project and, after much due diligence, it chose Workday.
Bhusri was also bullish on his company's financial management offerings, saying the suite of products is off to a great start and the new financial planning suite already has 50 customers signed on ahead of its launch.
When asked about profitability, Bhusri noted that Workday has seen two quarters of positive operating margins and has a healthy free cash flow over the past 12 month period.
Bhusri spoke of Workday's partnership with IBM (IBM) as one that's only deepening over time. IBM is both a cloud provider and systems integrator for Workday's products.
Ellie Mae (ELLI) : In his third interview, Cramer also spoke with Jonathan Corr, CEO of Ellie Mae, the cloud-based software provider that services the mortgage industry. Shares of Ellie Mae are up over 60% so far this year.
Corr explained Ellie Mae provides the software that helps lenders go from the initial loan application through the underwriting process in an automated and seamless way. Mortgages are a complex business, he said, with many systems, tight timeframes and tremendous regulations.
Ellie Mae has growth rapidly over the past five years, Corr said, but is still in its early stages. Lenders don't want to be in the technology business, he said, they're looking for a partner that make them more efficient and compliant. That's how Ellie Mae has grown to 1,700 lenders and 200,000 users on its platform.
Cramer called Ellie Mae a good company that's positioned for the future.
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