a hurry. expect it to go higher tomorrow. >> what's tomorrow, mel! >> saturday. >> happy birthday, melissa lee! >> whoo! >> 32, the big 3-2. >> 3-2 ainga. >> eagle mines. >> all right, my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. i promise to help you find it. "mad money" starts now. hey. i'm cramer. welcome to "mad money." welcome to cramerica. i'm doing my best to explain how this week can open. call me a 1-800-743- cnbc. tweet me, @jimcramer.

i almost can't believe the huge week of earnings, great news from the farm bill. if you are a long-term boss, positive, benign meeting, decent apple corner, and a good all right of a soft landing on unemployment numbers. buy, buy, buy. >> house of pleasure. >> my pleasure with the down a 200 points, s&p jumping 4"%. nasdaq, screaming 1.3%, capping off the best week of the year. in fact, truly incredible, for all the major averages, each case summer between 5 and 7%, this is why i say, you have to stay in. don't do this stuff with the jamming. >> you know nothing! >> is a beautiful cycle and nightmare for the bears. including the billionaires who buy their own embassy. how would you have any help when the stock market happens? they did the best they could to scare you. i washed.they were real good at

it, but it wasn't good enough. those who soldiered through work rewarded with a week that can make your entire year on the bright side. well, it might seem surreal. this is not a strange phenomenon. when you are running money, matching money, nearly all of your growth, positive performance in a given year, comes in just a handful of weeks, which is why do your research and your own stocks, not trading, something i spell out constantly for members of the cnbc investing, not trading, investing club. if you approach stopped like a traitor, so much for last week, i'm pretty sure you would have been spooked out of the whole market and you are not own any stocks on monday when it started. ultimately, you would have missed out on some precious buys. formerly free-falling wayward and myriad financial please stephen the black holes of entertainment and retail. we have to answer, can the bulls continue with a fabulous time like this? i'm not sure we can repeat the sweep, not that we need to. i think the bullish will continue to thunder as long as interest rates simply stay at

this level. so, with that in mind, what is the key for next week? okay. so, monday, hear from a host of really excellent companies that provide upside surprises. two terrific oil and gas companies, by the way, more natural gas than oil that we own for the travel trust, and, back energy, premium-based oil producer known as bane with these stocks that i both like. what else i like? the vortex from circles, some good numbers, but i care more about the work they're doing on a powerful painkiller that would be non-addictive. wouldn't that be something? how great that would be for the country. also, the king of trips to the auto industry, that will see the stock to get crushed with another chipmaker that caters to cars, big uarter for anything on that line of auto manufacturing. i be careful on spi. tuesday, emerson electric, another trust company, they are going to see a hostile takeover

of natural interest paying out. we need to see some compelling synergy trades here. we also hear from one of the greatest growth companies of the year that we have had on our so many times. celsius. i expect a solid beat and raise. anything else from this energy trade, look out below. now, the moment we came to the 30-year treasury bond, it went up in price and down big in yield. good in so many groups like banks and, more importantly, homebuilders. that's what i will be all ears went to the r morton, which has shot up like a rocket this week, on tuesday, and we will talk about how they are ready to float this with the stellar rates that seem to peek. i hope so. i think it will be positive but i don't know how positive. as long as they don't distract from the big-picture thesis, the rally can continue. then two more oil companies, then either direction. the greatest four, an opposite end, the old producer blessed by warren buffett. buffett seems addicted by that occidental. as long as he is in there, i

give it a play. eye results from a company we talked about yesterday, the admitted trading machine, coba. i think terrific number here. i want to see how caribbean fares another the electric vehicle bash last they will report these av companies, and i want to see how they act. wednesday begins, it will be tough. warner bros., discovery, heavily a net entertainment company that needs to continue to play out as well as the program with the sports programming, because they need live programming. i'm not worried though. why? ceo david zazaii started the show. i think he will deliver, because that is what he does. speaking of consistent execution, we should see a significant number from around florida. maybe this time the stock will get it. it hasn't thus far. so many people are still playing the guessing game, a snafu by the way we heard. one we go to the stores list, ask the team in callan over? that's the pure place stack company that immersed the breakup from kellogg, rice crispy bars to pringles, under one roof. can you tell us for the industry is headed with kella-

nova? not enough to say, take these new drugs. tell us . no. for the strategic partner for entertainment, whether disney can do things with them, they need to come up with something big. they keep showing improvement ahead of what could be, otherwise, a bruising proxy fight. might be anyway. i await the numbers from our holdings, especially the guidance they can be cripple. arms partner, we can get a solid look at ai, but also going to be big in pcs, re and cell phones. i think it can be an amazing report. next, i want to see from take two interactive. can they keep on their game plan? i hope they talk about what is to come with grand theft auto, the best entertainment franchise in the history last i want to take it was very good. wednesday, we'll also see -- we spoke a lot this week, but some large end of the fed's

tightening cycle. any sign that is the case will verify what we thought we heard on wednesday. so, two speeches, will he contradict himself, clarify? it is discreditable, but he's winning the fight against inflation. way too early to take a victory lap, but things are clearly going to change. but thursday, after the close, the trade reports, judging by the great things that they have been saying, the roku -- how about that stock -- saying the advertising, i think the trade that will deliver a monster quarter. the only problem is the stock didn't have a colossal move this week. a couple of down days between the report to make this thing work. another one that i know as a very good chance of not working, which is illumina, helping environment took company, but new treatments. i predict that once again, illumina will stink up the joint and disappoint. people will say, maybe thermo, fisher, deanna can't be trusted, and the latter. i think this time it is a buy. can't keep knocking it down on other people's mistakes . friday, we have michigan super sentiment. i want to know whether things

are gloomy, because of the fed's willingness fight against inflation. i find it incredible we can have such strong employment, yet i expect a negative sentiment reading. then, a host of chatter from the chattering classes that the republicans will be aware. the bottom line, make no mistake about it, if you had invested fully this, last weekend, if you invested in this week, you should feel pretty don carpenter. now, we will not be oversold next week like we were when we came in monday. i don't expect this to straighten out this week. if you have some positions you don't like, it's time to do -- get me? let's go to jon in california. jon? >> hey. great to be on with you again, jim. >> it is great to hear you. great. >> recently had your yielding effect that was awesome. >> you had that? >> oh, my god. >> yes. >> how my wife ran doing signings tomorrow in doylestown. then the special guest commented or more. thank you. yes! >> my question is i'm thinking of opening a position at cbx, chevron. is now the right time?

>> i will tell you, the stock has come down a great deal. i like the acquisition, like lake worth, but you are buying at the time, because of two reasons. one, yields are coming down per second, because this stock got killed i know that hasn't replenished like it should of, but now, with that acquisition, i think you are in great shape i like that very much. let's go to rizwan in florida. >> yeah, jim, i would like to know what is your take on that talk? >> you know what? i am mixed emotions on these guys. we did a corner this week. i want to say, buy, but i also know that they still have a lot of debt that people are concerned about. people love the cruise with no diminution of cruising. i think it's good, and if you want to buy norwegian, go on a haven lot with them, i say, good as gold. right? if you didn't fall victim to the panic and sell last week,

you are probably feeling pretty confident as the week goes on. use this strength to sell the one you don't like next week, because we are now over it. utility sector used to be a safe haven for businesses. but they grew out of the roliard thanks to hyper- up trades. where does a company like an urban logic power fit in? from the ceo. then, call in and stop me on crh and cy time. turning my homework in and sharing what i think about these two names. also, sitting down with ceo haley art as a leader of consumer health products. get a better read on the health of the consumer. so, stay with cramer! don't miss a second of "mad money." follow @jimcramer on twitter. have a question, send jim an email to madmoney@cnbc.ocm.

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it's a pitch. get way more into what you're into when you stream on the xfinity 10g network. stocks, utilities were obliterated because of dividend stocks to get less attractive when treasury yields are on the rise. this week, though, treasury yields plummeted. we got good reason to believe the pain may be in the rearview mirror. could it finally be safe to own quality utilities again? i'm her favorite, columbus, ohio-based utility with 5.6 million customers across selected states. yesterday my, it people will maintaining the mid-your forecast, allowing the stock to rally 3.6% like a tech stock. 3.4% can be a meaningful trampling of the stock sells off assuming long-term interest rates don't start soaring again. is it time?

let's check in with julie self, the ceo with better electric power. welcome back to "mad money." >> thank you so much for having me, jim. a privilege to be here. we had a great quarter yet. >> you sure did, julia. you have got what i am calling almost high single-digit growth. this commercial growth that you're experiencing, which is well put -- amazing grant that looks like you are in silicon valley, or maybe what that used to be like. how are you capable of putting up these kind of numbers? >> yeah. you know what? that is the team doing its job. last time we were together, i mentioned to you, we deliver electricity, you know, 5.6 million customers, but we're in the economic development is this. this is that effort at work. so, yeah, commercial load is going crazy. we're try to take really good care of our customers. obviously, that helped us tremendously in the third quarter, and it also gave us a lot of confidence that we were able to narrow our 2023

earnings dining's range and keep that midpoint that we established over a year ago. that's despite all this stuff going on in our dynamic world. we have been a great success. >> i want to talk about that. your cfo does say some things. it's just really very, very different for your company, the many utilities that they deal with. i one four, he says, many of these gains, correctly, she looked to the ongoing efforts to facilitate more economic the element across our operating footprint. who is saying, you know what? it is time to be in your area, as opposed to sitting on the coast, which actually was printed when it comes to taxes and when it comes to regulations? >> yeah. let's talk commercial first. as it relates to commercial, this will surprise you. it's driven by data centers. data centers, really in ohio, texas and indiana, where we are seeing the activity. so, a lot of customers that are already here. talking names like google, meta, amazon, things that will surprise you. that is driving a commercial load. the industrial load took a little bit of a dip, largely driven by interest rates, and

then i think, you know, there's some trepidation as it relates to what is the economy really going to do, but we have been able to attract business to us. over time, they will pick back up with our economists in-house saying that this should be a temporary thing moving to the next couple of years. stay tuned for that. names like, when i look at west virginia, newport steel. there will be an addition of that additional piece of business there. so, that's really important. think about ohio, you know, intel is here, in ohio. i think about oklahoma. we have a no building a facility there to build a solar panel facility. in atlanta, gm and samsung with ev batteries. interesting times for us. >> do you actually speak directly to the people who deal with power and google and amazon? is this you on the phone, saying, look, we are open for business? >> yeah our team is talking directly with our customers.

that's on a continual basis. that is how we do business. honestly, that's why they're comfortable with us, because we have a team that is dedicated to understanding the needs of our customers, and we're not only able to understand those needs, we have the energy and if a structure in place. we'll have to continue to build that out, as you know, over time, as we attract more business. so, that's something we're keeping a close eye on. >> they drove you down and said, wait a minute, you have too much fossil? does anyone say that? where you put them, and it is not fossil? >> you know, that is a really good point, jim, because we do have customers that are really sensitive to the energy types. in my state of ohio and texas, i'm a wires company. so, energy delivery. so, that's my objective here, in the state of ohio, and like i mentioned, in texas. but other areas in our service territory, where we are also interested in participating in the energy component -- so the electrons and people want to buy them -- we need to make sure that we are able to provide the customer the type

of power that they need, clean, fossil, you name it. our idea or our objective is to provide a customized solution. we work with our regulators and our policymakers to be able to do that too. >> at the same time, must be sometimes frustrating for you. there was a major rally in basically rates going up, bonds went down. it directly impacted the power the way i was hoping it wouldn't. i was hoping maybe, because all of the big work that you do, it would extend was itself, but there are atfs with utilities, algorithms with utilities. were you surprised that you went down as much as the other guys, despite what you developed here? >> look, i'm never happy when our share price goes down. i don't care what the reason is. we don't like that. but does it surprise me? no. i mean, when you think about the fact that utilities are very capital-intensive -- so we're dependent on borrowing money, so when we follow borrowing dollars and money is higher at extensive rates, it is reasonable and investors

think, how will that impact our earnings. we think about that. i also think about the fact that investors can say, do i want to park my money somewhere else other than utilities? if i go buy treasuries at a higher rate, i have a low-risk, and i can do that. that is what we have seen. we have seen dollars floating around. but this is a difficult thing for utility space. it's been this way since the beginning. we're used to it. i don't think there's a ceo out there not thinking about interest rates, but utility space, we have been here 100 years. we're used to to this, weather the storm, power through it. >> that is why it has been so great since we started the show in 2005. another question, to me, tennessee means like the gem in the country right now the place where people really want to be. all right? people want to go to tennessee to visit, to live. how does that impact america electric power? >> we have a very small piece of the business in tennessee, but we've got the business and surrounding the state of tennessee. looking at kentucky, west virginia, virginia, those types of states are in our service territory, you know, that a but to the state of tennessee. so, not a huge driver for us,

but we're seeing the vast majority of our growth back to the part of the original story, which is in ohio and texas for us. >> that's work, look, texas is obviously -- people understand ohio is making a big comeback. could be big in the election, by the way, so many jobs that have been created. on a plummet is incredibly low there. want to thank joyce, ceo of american electric power. thank you so much for coming on the show. >> oh my goodness, thank you so much for having me. it is a tremendous pleasure. >> terrific. we'll have you back. >> coming up, cramer has done his homework to give him a leg up on the stock you want to know. and the assignment is due. this place is huge with the kids. what are you so afraid of? them? ♪ ♪

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with stuff i don't recommend you haven't been following, i always do the homework and come back with a more construed opinion. half the point of this show is to answer the questions that you care about. we got some good ones this week. on monday, sam in massachusetts asked about a company called crh , an irs supplier of building materials that you started trading on the new york stock exchange in late-september. circling back, there is no contact gets that of the people just can't stop it asphalt, cement, concrete. finished product, also providing value-added services to contractors and construction workers. they operate throughout countries across the globe, but mainly the net estates, which calls for 75% of the business market. another 25% comes from new york. in terms of end markets, crh is american business' 30% residential construction with a little suboptimal now with higher interest rates. 30% non-essential construction, which is more intriguing with so many companies bring their manufacturing back to the united states. reassuring 40% for, such as bending, a terrific year,

because the biden administration has pushed through massive amount of infrastructure spending that's about to kick in. we're talking about five-years, by the way, just right now what are the reasons why i was steadfast about caterpillar when the bears tried to take it down this week, because infrastructure. now, crh is still based in ireland and europe. most companies only report there twice a year. we got the most recent results for the first half numbers that look excellent. very nice top-and-bottom on beat with 31% earnings, operating cash flow of 61%, also much better-than-expected. serious business is booming in the united states. win when you got to buy stocks on the third tranche of a $3 billion buy-back announced earlier this year. pretty meaningful, especially considering this penny. i like other stocks here with crh help in providing more for the last few months. it had a big rally earlier in the year. mostly been trading sideways in recent months. even at these levels, though, doesn't feel, just under 12 times recently, which is far cheaper than their closest analogs, which are 22, martin

marietta, a company i like very much. then, to me, seems overvalued at 2600 vs. marietta, certainly vs. this. the very least, think crh belong to the conversation with falcon and marietta. both stocks i recommended for a long time with ice wins. but when you compare them, you can easily argue that crh is the best of the three. thank you for flagging this one, sam. it's a good one. next, much work obligated. gary in california asks us about coming up with a semiconductor company that sold stocks with 12% yesterday. now, i did want to comment, especially after that move. we looked into this one overnight. timing chips for internet, thank you medical, mobile and industrial end marks for sitime. you can find their chips in the iphone, as apple is the largest company. talk about their meicher electric and electromechanical systems, which many think make the technology much better than the previous industry standard.

that is true. sitime has competitors developing something similar. they own this market. how about the numbers? sitime's results have been lumpy of late. like many chipmakers, did well for a long time, then found themselves with way too much inventory last year, like so many others, and this year, struggled to unload as customers were working through the inventory of their own gluts, called the stocking, the full year for sitime, 50% revenue decline, 96% earnings wipeout, but then the business will bounce back for 2024. you have to anticipate that. that's why the stock plunged from 341 late in 2021, now 73 at the bottom of october of last year. so, a nice rebound, but the stock has struggled, and then picking again for sitime for august. hello 100, lowest numbers. this is a wild one. now that the markets have gone a little more benign, a great

quarter report, up to 112 and change. you see the rallies that they're having for stocks like this this week. if you are thinking of owning sitime, this boils down to a question. how much are we closer to the end of the supply block? there's also a mixed relative to expectations, but the first time since sales pick this year, the company saw 1/4 of 1/2 revenue increase from 28% in the last several months. i find that encouraging. the bottom timing has already arrived. that would be good to buy right now meanwhile, sitime's margin, finally stabilizing from plunging under 70% in late 2021. down to 58.2% the second quarter of this year. not shabby, by the way. third quarter, gross margin come down 52.8%, very impressive when you recognize the 52%. that has translated to excellent earnings. i like that too. flying the army, imagine this is the current quarter. sitime said, expect 15% to 20% expect natural growth for 22 seven. that is not good. also projected flat margins. if you expect sales -- expected

earnings -- that's bad. why? sitime explained in the third quarter, driven by workers from the large customer. you are not allowed to say who that is if you are this company. they can't say it's apple, because the first rule of apple's supply club is you don't talk about apple's supply club. but it was apple buying chips for the new iphone. again, looking at the numbers, quarter is mixed. rather than focusing on the tech or fourth-quarter forecast, i think it's wrong. i think you need to focus your attention to the commentary where this stock caught fire yesterday. sitime explained that general inventories are normalizing the used to go, now they get better, including apple, meaning the supply club really might be behind them. they also talked about an uptick in demand and grow from non-apple customers in the current quarter. as chadwick said on the conference call, quote, there's

still more immaturity in the channel than normal, but it is being worked down for some customers, including our largest company, koepfer apple, channel inventory is back to normal. for other customers, it will take them ntil the end of this year or into 2024 to get back to more normal's. end quote. in short, the semiconductor is over for some areas, but may hang around for others, because there are still weak areas. chadwick added that the growth in the third and fourth quarter will be, quote, driven by customers other than apple, especially the calms, energized, and arrow markets, end quote. i think there was a good news amount here for the caveat that is possible for a quarter too early, but it is better to be early -- a matter of fact -- too early when you are calling about semi conductors. you see the way md acted this week. in order mean. i still think you're getting a better opportunity despite the stocks, bottom line.sometimes, for you guys, you guys give us great ideas. you know what? you really did it this time. crh and sitime. all right. jerrell , sir? what's happening? >> hey. hello, jimmy.

>> yeah., yeah. what's up? >> hey. i just want to say, thanks for letting all of us out here know what is what. thank you for doing that for us. >> thank you, buddy. i've got to tell you, man, i spend a lot of time thinking about what's what because i don't like the gobbledygook that i hear from someone people. i stick my neck out sometimes, and sometimes -- thank you. that's good work. >> this company is 2020, raised 3.4 million, 1 of the argest software ipos, and the largest double on its first trading day. there has been money spent now, they are spending mergers and acquisitions. so, '22, but some stuff this year also. i think picked up some shares of snowflake recently. i know they have been tough recently, but wondering if you want to add to the portfolio, and to hold? >> let's leave it here now. snowflake did get better. remember, they had a trough, and they're coming out of that.

frank stillman is running it. i also can tell you that it is a very extensive stock. i have kind of shied away from this, given the fact that the in expense of have made you so much money. a company that does some stuff with them, salesforce, is cheaper now, and might be a better buy. let's go to mark in texas. mark? >> can you hear me? >> i hear you., ark. congratulations on the rangers. i hope you do badly for the cowboys. i have covered every city. what is happening? >> yeah, jim, corpus christi, chris christie? we should talk about oil, gas, natural gas liquids. i want enterprise bottom partners, maybe two a little bit of energy transfer.what are you thinking? >> we could. let's talk, lithium quickly. >> all right. >> i will be brief. >> all right. >> 18-we just has me here. sorry about that. i'm on the golf course. >> holy cow. >> buying opportunity or stay

off it? >> we are going to stay off of it. we are so down about evs, we're going to have to say, let's stick with golf. i've got to tell you, the 18-we look, i like pat here, and i think it is a good order for cummings. thank you so much. i want to thank our colors are bringing crh and sitime to my attention. i think one of these can be real winners. how smart are our viewers? they also play a good game of golf? you know what? i salute them. haley ott has updates on how the consumers are doing from psk. the demand looks like it is holding up. you know i was sick, own and don't trade when it comes to apple. i will tell you why that is more worthy now than ever i will come in pretty hot and mean. i know adam neri said, if you don't have anything nice to say, don't say. i will be like that at the end of the call. rapid fire, lightning round with all your calls. so, stick with cramer .

okay. it's been a rough year for the consumer package stocks. when the economy is slowing, today's, then inspect the labor report says, we are slowing. here are you go-to stocks.maybe link with a second look at haleon. consumer smith con from last year, they a bunch of iconic brands that are definitely in your meta suggestion., addo, centrum, emergent-c, theraflu, flonase, toms, and i have every one of them. i don't know what this is. here is what has been slowly drifting off for about 1/2 a year. yesterday, a responsive wanted/40. i thought excellent 5% growth from higher prices.

buying was down 1.6%. we'll get into that. what do we do with this situation? brian mcnamara, more on this. >> jim, great to be here. >> people need to know more about your company. they see these but don't realize you are number one in five brands in the world? >> yeah. we are number one in five categories. actually pain relief, health, respiratory health, digestive health, vitamin, mineral supplements. >> yeah. i don't there is much else besides the. >> people know the brands, as you said. they don't know haleon. we listed 60 months ago. been an amazing 60 much, but we had category-leading positions . you mentioned the brand portfolio. we are number-one in all five categories globally behind his brands. really proud, 60 months in, jim. business has performed really well. >> i think that those of us who -- when we recognize and now realize why -- is that there's

mentioned for the first time in that category -- we always know there's robitussin -- we never thought there would be robitussin that we would like to taste, a honey. we always knew there was times, but never got travel times of different flavors. is this you just saying, you know what? we have to offer more personal choices? >> no doubt. listen, these brands are iconic, and soon, consumers change behaviors and attitudes and flavors change over time. so, they have to evolve with consumers. offering different forms and flavors, products that are used to, which is great. then real inventions like and build dual action, a combination of ibuprofen and acetaminophen. the first one approved in the u.s. so, innovation, investment in our needs, a big part of our story. >> now, i know some of these from when they were prescription, suddenly, when they are out here, i can believe it. for me, this has been a co-to. maybe, i think people in this country, seem to not know it as well, but this is big. >> yeah. so, it is actually the number-

one topical pain medicine in the world. it was switched in the u.s. in 2020. only been on the market here for three years. it's an amazing, amazing pram. you know, cutting right at the point of pain, and it works amazingly well. it has done really well, here, in the u.s. but it's a big brand that, globally, there's much more opportunity here. >> this seems to be something that has taken the country by storm. i would like you to tell us a little more about it. >> so, a vitamin c brand, focused on immunity, emergen-c. jim, during covid, the demand for this product increased financially. this is emergen-c crystals, a waterless form of emergen-c, a stick pack, an on the go form. we lost that earlier this year. it is doing really well. >> okay. so, tried and true, still doing well with just a regular brand? sizable action?

>> advil is a gray brand. 80% of our sales and and the is in the u.s. it is done really well over the years, continues to. innovations like this really make a difference for consumers. >> definitely. i have to believe that one of the things about this that you can do, if you see something you want to buy, single brand, maybe something special, you can add it to what is already the truck that goes to different drugstores. so, what categories are you looking to be bigger in? >> yeah. what we have said is, yeah, we love the portfolio we have. every portfolio can get improved. >> sure. >> through divestment or mna. we just announced in the investment yesterday. >> yes. but i like -- >> yeah. >> slower growth? >> no. we didn't see it as a strategic growth product. not a great brand or price for us. it was value created for us. so, we will continue to look at this, divest what we can create more value, and hold on mna,

two areas. we have these amazing categories, but we have countries, maybe, we don't have a strong presence. so, a great country combination, then areas like vitamins, minerals and supplements. we think that this is a high- growth area for the future, with consumers more proactively managing their health. that's an area we would certainly look at for both companies. >> how about channels? i think the cvs's and walgreens can reach him. look, got to go to them at your store, your stuff is under lock and key. the hazmat is not. it is right, absolutely crazy, which is why i have this on subscription, i have this on subscription, and i have robitussin on the suspension. so, i don't have to go, and it's terrific. how is this of caption amazon doing for you? >> listen, if we look at our online business, 16 of the biggest brands in the u.s., we have higher shares online than off-line. so, just fantastic. so, that is roughly a 20-bare brand brick s'mores. roughly 20-share online. as a general shift happens, we

are in a position to really take advantage of that. it has worked really well for us. >> one last question. something, i think, i mean, just a flu shot. i use theraflu if i happen to get the flu. it seems to be the fda seems to be thinking maybe they're not effective. those of us who have taken it are shocked to learn that it's not effective, since it seemed effective for us, or me. maybe i'm just the only person that this is effective for. what do you say in a situation where a lot of customers really like it, but maybe the fda thinks it's not that good? >> first of all, the questions around efficacy, not safety, is really where it is. >> right. >> this is the ingredient, a decongestant. >> yes. >> it is in our multi- ingredient products. so, these rocks have multi- symptoms. the fda hasn't made its decision yet on what they're going to do with the advisory committee recommendation. i have to say, from an industry perspective, we're aligned as an industry body. we believe that the totality of the evidence says these products are effective. so, we're in discussions with the fda. obviously, we'll do whatever we

need to once that decision is made. >> excellent. i think that's right. look, you said it. the issue is not safety. otherwise, i think it should be the choice. but if that is the way the fda wants it, i understand you will abide by it. $8 in stock. very cool. i want the devin hyatt. you know that. but you spend a lot of cash.i'm sure, all in due time. that is mcnamara,'s ceo. 16 months for haleon? all i see are new -- i'm sorry. this goes with me. it's a long weekend. >> jim, long weekend for you. >> back after the break coming up, cramer takes your calls, and the sky is limit. it's a fast-fire lightning round next.

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lightning round is sponsored by charles schwab. trade brilliantly. it is time, as you know. 1-800-743-cnbc. play the sound. then, the lightning round is over. are you ready? let me round, in maryland, robert? >> jimmy "chill," how are you feeling? >> all right, chief, how about you? >> doing good. hey, listen, now that the ufc and wwe have merged, what do you think about tko? >> as i felt about the other two. it is so -- i can't value it. i don't know how to value it. if i don't know how to evaluate, i've got others that

are hard enough. i'm not going to take on something more difficult. austin in pennsylvania. let's go? >> hey, jimmy. >> yeah? >> down 30% to date, is now the time to get on dock you sign? >> ducky signees to come up with something new, different and special. what they're doing now is not doing enough.matt in california, matt? >> hey, jim, thanks for taking my call. what do you think about u.s. -- >> i'm chill with the feds meeting this week in the bond schedule. i would have said, don't buy it. now, i think it is incredibly undervalued, because the fed may be done. 5.41% yield come? count me in. linda, go ahead. >> hey, jim, how are you? >> good, linda. how are you? >> good.so, i'm interested in your opinion on this stock on its way down. do i hold it or sell it? what do you think about zillow? >> zillow needs more transactions to occur in the real estate business. a

casualty of the floor and the corporate i like the company, sorry, doesn't have the vibe. let's go to jason in florida. jason? >> hey, jim, how are you? >> good, how are you? >> hey. yesterday felt like realty income. >> yes. >> about flt. >> realty income has tripled at least for the commercial properties that are incredibly secure, mostly well-known retailers, and s.o.g. is obviously commercial realty -- real estate -- however, the stock did react well to the report. so, let me dig deeper. i was surprised at the reaction two days in a row. a very good action off of that quarter. bob in florida. bob? . >> hey, jim. good to talk to you. my question relates to drugmaker cn -- >> i want you to sell the stock monday. trust the ftc. you have made money already. something aggregates said that he didn't call out, dr. morlock, old pay much for cgen.

having worked on the cancers that they have had, those drugs, i would not go with cgen. let's go to, frank. >> bu-yeah. >> bu-yeah. go ahead? >> first solar. >> first solar is the only stock i currently recommend. this is not a play on financing, which it turned out all the others were they went by the wayside. this could blain in washington. blaine? >> hey, jim. my question will be coming to you today from washington, where i am down about 2% on an energy stock that pays 3.7% dividend. i'm wondering, buy, sell, or hold on national fuel gas? >> i don't like national fuel gasper doesn't pay enough or have the growth i wanted to get back. if i wanted yield and get some growth, i want one oh or energy transfer. i think they're both superior

to the stock that you own. peter in oklahoma. peter? >> a, jimmy. huge bu-yeah shout out to oklahoma. >> i haven't been there yet. but i tend to get there quick. what is happening? >> your thoughts and opinion on klac. >> as good as klac is, do you know that i would actually say , -- you know, i should just let you buy that one. i was going to say, yes. it is good enough for kla. the other one is a little bit too high. that, ladies and gentlemen, is the conclusion of the lightning round. the lightning round is sponsored by charles schwab. coming up, a tale of two apples cramer goes picking for reasons why any analyst could be down on a stock to own, not trade. next. ameritrade is now part of schwab. bringing you an elevated experience, tailor-made for trader minds.

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there's the apple you and i know, then there's the apple that never the twain shall meet. after last name eye quarter report, i found it on the nearly all the analysts are focused on the growth of china, phones, and werewolves. i am focused on the quality of the phone itself, the sky-high level of customer satisfaction and the amazing service industry. it just keeps growing and

growing. also, look at the degradation in gross margins for the ipad. i look at all the new services people are signing up for. you pay automatically and don't even notice after the first of the month. of course, nobody there. then, apple seems static, with incremental growth. i look at the ecosystem of 2 billion places, all of which are candidates to upgrade to the latest and greatest models for all of the companies who operate. they also want to trade apple like it's some sort of live hand grenade. i want to own it and not trade it. that is the mantra of members of the cnbc investing club . they know it all too well. maybe this matters. for years, i have been right, and the analysts, wrong. >> they know nothing! >> right down to the results from last night. apple stock, up 36% for the year, shows my way of looking, maybe more rigorous. most analysts are trapped inside of the four walls of the spreadsheet canvas and end up missing the trees and campus. maybe i am a postmodernist.why these analysts, and there are

an awful lot of journalists -- stay so negative? let's be very clear. whether we are talking about analysts or commentary, it's very negative. i think it has to do with, quite wrinkly, a lack of imagination. the analysts are simply looking at how things so vs. how they thought apple would sell, then making a judgment that says, apple is coming up short, especially if margins aren't that weird. they find lines that are excusable like a non-major city like china. despite the fact that apple gained handset markets in the country be on margins, they pick on the fact that the ipad had weaker numbers vs. last year in china leaving out that there were more seven days and a one-time hosted product. i think that is a limited way of thinking. i choose to focus on apple's having all-time levels of growth in gigantic countries like india, brazil, turkey, vietnam, indonesia, saudi arabia, and the question of new apple binds to go and buy the product then, pay for all sorts of actual services.

users should be looking at the lifetime customers, continue paying apple for additional products and services. by that dimension, the stock is actually inexpensive. this quarter, the service revenue is a must equal to what they get from the ipad and mac combined. why did the experts put more emphasis on the hardware? you remember this service position for the dollar service record much more valuable than a dollar of ipad revenue. it seems crazy to me about the service business, because i think that is business the analysts can't seem to get out of themselves on. they can't admit apple is too generous and insist that it may be measured like any old company . a lesson until they admit it and try to make this apple into an orange by comparison. i think you will all be wrong about apple. don't look at their iphones, they all use them though, but they realize they will have to be prime from their cold dead hands before they will be taken away. that is the stuff that high- price-to-earnings our meeting.

until these analysts understand that there are 1 billion people in this world and everyone two of them may end up being an apple customer, one way or another, with a lifetime value of each customer potentially worth thousands of dollars on average, they will never give away apple's, but that is great for you and me. it means you will keep getting opportunities to buy this ultra- high quality company. you, too, can own apple and not trade it. i like to say, just right now on last call, elon musk's ia ai debut. we will bring you a preview. revisionist history what is behind a flurry of revisionist efforts. and a big warning. basals hits the beach. wait until you hear how much he is saving by moving to florida. the surprise secret to getting workers back into the office. and if it's friday it's time