Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer 12/19/25
17 snips
Dec 20, 2025 John Gibson, President and CEO of Paychex, joins to share insights on the company's financial results and the integration of Paycor. He discusses the resilience of small businesses and the employment trends shaping their future. Gibson highlights how Paychex's client base is less vulnerable to AI job losses, addressing the evolution of hiring practices and tax implications for businesses. Their conversation dives into the synergies created through the Paycor integration, shedding light on the economic landscape for small enterprises.
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Consider Buying Dell On Weakness
- Buy Dell despite recent slides because founder Michael Dell will likely buy and support the company.
- Expect limited downside around $110–$115 according to Jim Cramer.
Chewy Is A Buy Despite Amazon
- Buy Chewy as a differentiated retail/consumer-play with strong customer service and ancillary growth.
- Jim Cramer endorses Chewy despite Amazon competition and likes its ancillary businesses.
Small Businesses Showing Resilience
- Paychex sees stable small-business demand and reported strong revenue and margin performance.
- Management views AI as evolutionary, not a mass job killer, and believes Paychex is well positioned.
