the impact, tow, across the internet space we seen twitter and yamaha trade higher in the after hours session. meantime, "mad money" with jim cramer starts right now. [ music playing ] . my mission is simple. to peak you money. i'm here to level the playing field for all investors. there is always a bull market somewhere. i promise to help you find it. mad.starts now! >> hey, i'm kramer. welcome to mad money. welcome to cramerica. other people want to make friends, my job is to entertain, coach you, call me. tweet me@jim cramer. you'd think that i wouldn't have to do what i'm about to do. right here, right now. tonight. there is so many stocks at record highs, benchmarks, s&p's

advancing. nasdaq climbing. the dow dipped 26 points, still if striking distance, nevertheless, you foe what i want to do? i want to layout the case for owning individual stocks. isn't that a given? i can already see the cat calls on jim cramer. no kidding, you do a stock show on a network that covers stocks. the amazing think, though, is it's not a given anymore. even with stocks blowing past unheard of levels an generating extraordinary returns. in fact, it's the opposite. we don't have much new money coming into the market. what does come in tends to flow into etfs or infex decks fiechls owning individual stocks, don't i know it? you'd want to settle for average, something they won't expect in any other walk of life. i love my average team. hey, the playoffs, who cares, people don't seem to understand that richs can be had right in front of them, if things go

right. plus, it's like the whole world is against stocks, people claiming they are rigged. or the fed is keeping stocks dangerously higher. the fed dumps social media. isn't it always due for a collapse over geopolitical troubles? i know stock versus had big moves. i said i want to use pullbacks rather than throw.at the market. tonight we are talking to the ceo of xilinx, making me feel like it haven't worth investing, because you wouldn't have spotted it the. so with the risk of insensing the, what itself the point crowd, i want to talk about two situations today that exemplified what can go right with individual stock. i want to make the case that you can make money in traditional growth stocks, that you know, and speculative stocks that you may not know and the risks, indeed, are far outweighed by the rewards. i want to talk about pepsico and

puma biotech. i told you to do homework and hold on to them as richs, that's been the theme for nine years on mad money. i said you need to buy the stocks of companies with products that you know and like and can be justified on the basis of the fundament also, but a company might earn and how the stock is valued versus other stocks in the same space. that's how you lower your risk and boost your potential. one of my chief executives is the ceo of pepsico. she has been taking heat from nelson peltz at the delivering alpha conference. if you own the stock, pepsico, i bet you are more thankful today. that's because they reported a trick number this morning and guided up its earnings trajectory and stock jumped a buck skiefr and was higher at a certaint point. partf this rally is managements

sheer grip, fabulous cost controls and manufacturing food that's good tasting and, yes, occasionally good for you. and that's all around the globe. i know dozens and dozens of ceos. i think they don't need to be prodded by any money manager. she is tough enough on herself. it was a very strong quarter. more important, though, i. you to understand how modern. management works, most managers are trying to beat the benchmark, which is most of the time the s&p 500. they start with the presumption that represents the index. they ten typically try to find the best stocks in each cohort. sometimes a sector is so anemic the managers. to make it a smaller portion of their portfolio. when it comes to the sectors, they have to own at leefrt one stock, no matter how lousy that sector might seem. that is the ruchl pepsico belongs to the consumer package group, which, frankly, among the worst sectors out there.

you know the growth is anemic. we seen the food stocks along wish. many can use a fellson peltz to get it going, not the leefrt of which is coca-cola. we seen the supermarkets, the middle of the stores they call it do very badly, lots of consumer package goods companies that have reported have had their numbers shut. in short, this is a group masqueradeing at a sleep at night sector. along comes pepsico, sure, 8% isn't mump versus the rapid growth you get in a tech or a biotech or independent oil and gas stocks, for that matter. you look at the rest of the groups, remember this, portfolio managers need to own at least one consumer packages goods, because the sector is too good not to have any exposure or endumpl buy the best t. best is pepsico. let's say you are a jelly stone and there is a wild grizzly bear on the loose. you don't have to outrun the

grizzly in order to survive. you just need to -- by the way, the same ting could be said about chipotle. they've outrun the other countries, hence, it's outperformance. let's talk about another one, let's talk about puma biotech flg. first, i bought a fair of these. i bought out these. these are pairs of puma sneakers. some people who own the stock because they think it sells shoes. and they like the pumas. puma is the kind of stock janet yellin took the task last week when she told the senate the valuations were small, biotechs and small pedia stocks were looking substantial stretched. right? clearly, she should have exempted puma, the stock rose 2.5% high tore a value otherwise

7 billion. it was valuation overstretched yesterday, it was small. today, hmm, not. the compound to land the rekirns of cancer in a trial if 2001 with early stage breast cancer, puma's trial, meant to be taken is reviewed as a long shot, according to the stuff i like from the street doak. bus a similar drug from the class if so smith klein failed to reveal tests earlier this year. while i've memorial dayed the stock in the past, i'll admit i haven't been thinking about puma lately. i didn't know how it was doing when it got slammed earlier this year. ever since merck shield out money for a company last month, idenix. i encouraged you to own one biotech stock even if you agreed with janet yellin they are stretched. honestly, puma's success is so startling. oh, fed chief yellin, i am so

glad you knocked only more capital media companies, because facebook, a very big capitalized social media company is roaring in after hours because of some astonishing good numbers reported this very evening the bottom lean, i know the conventional wisdom now says it's impossible to make money in individual stocks with any regularity. it's accepted gospel. but as you stroll down the supermarket aisle past lay's, frito's, pepsi, gator aid, quaker cereals, think, was it all that hard to find the stock of pepsico? sure, maybe you're more likely to own puma if you went to a dick's sportling good rather than the lab. the company was opt mick about the drug. you could have been too, how about pat in new york? >> caller: pat from staten island. >> good to have you on the show. >> caller: boo-yah! a get rich capital, it's great info. >> thank you, man. we had a lot of the stocks of the ceos who have been knocked.

stocks are going higher. the biotech chapter is worth the price of admission. >> caller: it sure is. >> thank you. >> caller: my stock is rh, rest rakes hardware, do i buy or wait for a full pullback? >> the stock is still down from its high, tow, i think those guys like spectrys. they have superb management. i don't care where a stock has come from. i care where it's going to. >> now i need to go to irma in new york. please. >> caller: yes, jim, i'm calling regarding a plug. i know it's been moving a lot the last few days. i wonder what your opinion was, boy, hold, sell? >> contractor, i know people are excited. i have found this company has done a series of secondaries.

the stock goes down, it's much more of a bark tan a bite play, meaning i think they issue a lot of press releases. for my money, no, there is a lot of speculations elsewhere. dick. >> hi, jim, your staff is great. >> my staff is brilliant. they make me look good on da days -- >> caller: my question is coming engine. it's trading off the high of 162. it's on your action alert. goldman took them off their conviction but still kept them on the buy list with a target of 165. and i'm wondering, when goldman does stuff leak that, does the stock usually do better, worse, or does it ma itself? >> i think it's very subjective. the stock has been a winner, don't forget, not so big. this is a play you shouldn't trade this on the earnings. you have to just believe their engines will take share for

multiple years, they're pro-environmental. the company is doing well. couple min cummins goes to 230 if they don't turn around. please, i'm asking you not settle for average, owning individual stocks could be worth it. case in point. pepsico and puma biotech. i will help you find more on mad money, chipotle blew away the quartersied the stock got a serious shot of spice. can it keep the heat? i got the big enchilada heempbd bo he moth. i'm betting on the players leaving tear competition in the dust and is a pullback lurking? find out the best way to stay protected as we hit another all time high. stick with kramer.

maybe it's all a giant s.a.t.-style analogy test. here, take it. mcdonald's is to chipotle as glass so smith kline is to a celgene, gilead, c, biogen ideck or d regreen ron or e all of the above. there is only one chipotle meaning one fast growing quebec serve restaurant cheney that is doing unbelievably well when it comes to the drug business we have the four horsemen of biotech. all breaking out, both mcdonald's and glass so smith kline stumble. it's a quick quiz, these really are the correct analogies for today's market. hey, think about this. we got a host of mcdonald

downgrades, courtesy of the total lack of growth at the golden arches. perhaps because i believe the world caught onto the fact that keep tasty food may be no bargain at all if in the long run it's really bad for you. the natural organic craze isn't a craze anymore. it's not even a phase, it's an actual real leak mindset, expanding beyond the united states to the rest of the world, hence by the international numbers if you save pittsburgh donald's couldn't do it and chin ottley called out team as a loving organic, seiss pick. the only ting that saves mcdonald's is the outside gifd and it spews cash it can grow ever bigger. the balance sheet allows for flexibility as they say in the research business. that's keeping more exasperated people from dumping the stock. it's down from 103. a couple bucks above this year.

the ceo of chipotle never ceases to amaze. it wasn't originally spun off from mcdonald's. chipotle is not only selling mexican food. they're selling an ideology of food with integrity and the farmed and dangerous ways fast food people apply their wares. how about the fact that 13 million people watch the scarecrow, chipotle's animated short that condemns the very industry that allows mcdonald's to have food. they akeefd same store sales and i think it contributed to the weakness of mcdonald's. glaxo smith kline, they seed a advar and its like chicken mcnuggets. one worries about health in the food kane are driving away

patrons from mcdonald's. that's what is wrong t. big companies may feed reimbursements, the patented products, gilead with its blowout earnings tonight from its help c and the drug cancer for blood cancers and the macular degenerations, too es are all game changers have have mump longer patent protection and earnings numbers ahead of them. speaking of earnings, it's now unthinkable mcdonald's would buy a pack of chipotle. however, one time i would have suggested the $122 billion glaxo smith kline buy a four horsemen, they have mark caps as well as the shrinking of the energy value. celgene are 17 respectively. gilead is 15 billion larger than

glaxo. that will probably go up tomorrow. regeneron. has a big stake in it t. four horsemen and the lone gunman of fast food are the withiners. er that making losers out of the old guard titans like glaxo and pittsburgh donald's, right before our very eyes. jonathan. >> hey, jim. what do you think it's going to do next? >> zoe's kitchen? yeah, we're doing work on zoe's kitchen. i don't want to point blank say what i think. it's not going to be chipotle. i think it's okay. i like the ped trainian tlooem theme. let's go to mo fla in home. please. >> caller: hi, this is mona from united states voun town, ohio. i believe in long-term i time investment. i node to know if it's good to buy boston scientific. >> i like boston scientific and

ped tronic, my favorite has been point brampg santa jude. i think rather than do boston scientific, a terrific now investment not a spec, i think st. jude has the best 2015 of all those three companies, skaent jude meds for you. courtesy of major street, things are changing. out with the giants, mcdonald's, and in with gilead and there is more ahead. can the stock stay in place? i'm talking to the big enchilado. shares of xilinx had double digits on truly terrible results. plus another day another all-time high, don't sucker pun were your from. that's why we play am i diversified on wednesdays. stay with kramer. .

sometimes the numbers are so good they speak to themselves, that's how i feel about chipotle. when they reported after the close on monday, it drifrd a spectacular out of this world result. the company earned $3.50 a share. that's a 41 percent beat. the biggest i seen this season. revenues rose 26.6% year over year, most important, analysts were looking at 10.6% same store

sales growth. chipotle reported a 17%. amazing, they rose on beef and avacodos. they are experiencing more traffic. they have great strides, meaning they can move people more quickly him on top of everything else nk management gave guidance, same sales store forecast from the high single digits. that's how the stock rallies $70 in a single session. at this point for the one should doubt the consumer wants higher quality and they're willing to pay a premium for it. we last spoke to pangment if early february. stock isn't cheap. it will go higher. let's check in with jack hartung, chipotle's kre eo. welcome to mad.. >> it's great to be here. >> when you get a 17% number,

one, you are killing it. two, you are taking it from the other people. is this the water shed number that shows farms and companies, we know, mcdonald's, are really losing share to their brethren international organic? >> you foe, jim, it's hard to say that will happen in one quarter. i think it's a lot more subtle. it happens overtiempl i think people are a lot more curious where their food comes from. they are more aware of the impact on their environment, on health, animals, depending on how the food is raised. they're a lot more deserving about where they will dine or going to shop at which grocer they will shop at. we have always felt the more people understood where their food came from and how it's prepared, that would be got for chipotle. we are seeing the benefits right now. >> if my chipotle, we have signs. i say we, i go there all the time. we're using not the beaver that i reich.

but i listen to the call and it sounds like you pay have sofrld that problem with the australian beef situation, all those coming down soon? >> are those signs coming down? >> we hope so. we had to make an important choice. we really want to support the cattle ranchers in the u.s., but there just isn't if you have supply for the failure raised beef we want to serve to every single customer. we have to go to australia to get the beaver. it's grass fed beaver. it's really tafrty. it's really delicious we love the idea we can get access to beef. it's a notches above the raised beef we traditionally do sell. with rehoping it's supplied from australia. we hope that american ranchers will continue to keep up with our growth and we will be able to take all those signs down very, very soon. >> it has not hurt stores where you have those signs, that's my

understanding? >> no, jim, some customers come in and say, thank you, instead of buying the steak, i will buy the chicken. other customers will come in and say, okay, i really would rather have a naturally raised steak, thank you for letting me know i love it. i'll have it. the important thing is we put it in the customer's hands, we respect their intelligence and we've had customers do either one of the things i just mentioned. >> let me ask a question, i saw apple. especially i talked with the people, too many people say i love apple. i can't afford it. it's a dollar am. apple did it. you can't say one or the other i know so many people go to chipotle and say, jim, i can't afford a share, what would be so fwad you split it 17-to-1 the

way apple did. >> most of our investors don't have an interest in a stock split at all. i have been looking for people leak google. they do have a reason. they have a structural reason. apple, i'm not sure yooit quite why they did i..er with not finding a reason, the appetite from our investors isn't there. one good reason could be our employees couldn't afford it. if they want to invest in chipotle. we came up with an employee stock plan where they can take as little as $5 or $10 out of each check, pool tear money and based on that pool of money buy a bunch of chipotle stock, they can own a portion. we have removed that barrier. right now, we are not thinking seriously about a stock play at this time. >> i have to say, many people would love to take advantage of that. okay, they have as to work through chipotle. through-put is something a lot

of people don't understand, i read through the conference call, eight more people her e per hour, you can that be so important? how can eight people mean that much? >> well, it's on top of record through-put. every year, all teams, this is all the teams. their training be great people. they're empowering them to provide a great experience for the customer. when we deliver through-put. we have our crew looking our customers in the eye. they're focused on they're meeting the needs of the customer. it happens to result in faster through-put and service to our customer and our customers lover almost everything about clip ottley. one thing doi don't love is waiting if a slow, long lean. one they have a confidence when it gets in line, it will favourite. when it gets favouriter, they

don't mind either. our customers love that about chipotle. >> what can we do if terms of using google that i don't have to wait so long? the catering business has gotten so good. you know that order is coming up. i don't want a mid-town i stop going to. i'm not kidding. it's too long. you have to open another one down the block. >> well, whole get on that one as soon as possible. >> but we do have an opportunity to order outside the restaurant through an iphone or android as well. can you go and order online. your order will be ready when you come to the restaurant. you go right to the register. you pay for it. we are experimentening we are still in the beta test. we don't know if that will speed up through-put or not. if it doesn't, we're not going to be that interested in it. we are always interested in, if

we can make the customer experience better, shorten the time from when they get into our line and enjoy our meal. we're all for it. >> who knows, you are the masters of through-put. far be it for me to tell you what to do. the ceo of chipotle, congratulations on the best quarter this year. >> tanks, jim. >> guy, it is difficult to say no to a stock when it's up a lot of points given the fact they got such great growth. for my.they are taking a share from mcdonald's. mr. hartung is a general.l i'm te -- gent. ite tell you the way i see it. .

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right. here's a tough one. when a company delivers disappointing results and stock gets taken out back and shot, how can you tell whether you are looking at a dangerous situation to be avoided or a buying opportunity feed to be seized? that's the big question about xilinx. the semi conductor program that makes flexible chips that can be programmed and customized. i leak it for some time. this business is based in a duopoly. these chips are using a host of autos, aerospace and xilifx last night posted a disappointing quarter i think it set. i think it should have pre-announced a shortfall. especially after shares were going well. the management says they could decline sequentially. in response, xilinx got hit with

an upgrade. 14.3%, biggest decline in years. only large tech cap stock on 52-week lows. so xilix has come down enough that it's viable and lost the confidence of investors like you. let's look at the president and ceo of xilinx. welcome back to pad.. >> hi, it's great to be back, jim. >> all right. sir. i think it's a fair question, a lot of the viewers that jim cramer on twitter are saying. why should we buy your stocks after two consecutive downs if ref few especially when we believe this spring things have improved. >> well, that's a very fair question and we were, obviously, disappointed, too, just to put things in context. we had a record year and we believe that this year is going to be a record year. we expect the crest to be 5% as

opposed to 10% year on year, which is what we had originally suggested. the growth is driven by a very strong portfolio. we have approaching 17% market share on the leading technology node and we expect our ref few growth to resume based on feedback from our customers. that's likely happening december 4th. >> honestly, why should we believe that? bear with me, i spent most of my day presenting this interview, you presented several conferences in the spreg, you had compound annual growth rate for fiscal year 2013. you lowered it to 5%. why did you steer us towards a higher rate? why should we believe that things will bounce back if. >> so again that's a very sal id question. you are right.

that was the guidance, guidance now is lower tan that. this is of timing. it's not a question of if it will happen. it's only a question of when it will happen. in this case, the big surprise we had was the rollout of the wireless infrastructure in china. we had expected the third round to happen earlier than it currently is projected to happen and we are being very cautious now to make sure that we hit it. so all of the information we have talking with the customer, talking with the customer's customer, highlights that it's only a delay in timing. it was a huge surge in the march quarter of this year of 2014, we expect another surge in the december quarter and in the march quarter of next year. it's the way this works. >> what is it? for instance, would you not like

to take back what was seth rogen said by your cfo at the r.w. bear conference if may where i quote we clearly have it ramping very rapidly. that will continue for another one to two years easily. that comment, which we were, which we got from my charitable trust buy xilinx. someone here is wrong. i was wrong to have the charitable trust buy it. that doesn't seem right if may that comment was made. and here we are in july rapidly deteriorating. >> so the way it works in china is they have a multi-phased deployment and as soon as the phase starts, there is multiple players competing and there is a rush to get there and that's what drove our business in march quarter of this year and it grew very rapidly and the expectation

was that it would, next round was imminent and it got delayed. there was a little bit of ov overbuild and as a result that is now delayed to the december quarter and we're very confident in that in our current position makes us, you know, believe that we will get the majority of the shipments when that happens. so again as i say, it's not a question of if, it's only a question of when. >> speaking of when. why didn't you pre-announce that you had that dramatic a decline? >> we, jim, we were very close to hitting our guidance. we are just below the bottom end of our guidance, we actually met and exceeded the top end of our gains, so we some glooins

guideliness as to the case, the fell within the guidelines of post-preannouncing. we actually exceeded on the top playing and delivered 52 cents a share as opposed to the genes which was quite a bit lower than that. >> i don't want it to just be chosen. i spent a lot of time with providers in the aerospace sector. i was surprised you saw pushouts the quarter if aer ro space given the fact that most large contractors i deal with believe me, i know them, did not see pushouts. you did, they didn't, including other semi conductors that have reported. >> that was correct. that was the second element. there were two elements that disappointed. one was china lt. the second was nd. the. we now have the orders from those nd customers and we expect to ship them this quarter, quarter we're in. so there will be a bounce back

of our nd business but again it was a question of timing. we are very confident in our position in these numbers. we are very confident that the snap back is coming. >> if that's the case, you bought stock high in retrospect the corner. will you be in as soon as you are buying the stock that was being thrown away today by people who have lost confidence in you, sir? >> we have continuously. we have a cash policy which has a dividend, which we just increased and has significant buybacks and clearly, there is approval for a snevth afternoon. of bye back. we continue to buyback, you know, continuously and i would agree that this would be a good point continue with that philospher and that policy.

so i would say the answer is yes. >> thank you very much. good to talk to you, sir. >> thank you. >> the best thing, he came on this show. "mad money" is back right after the break.

. >> it is time, time for the lightening round on "mad money." when you hear this sound, it's buy, buy, buy, or sell, sell, sell. the lightening round is over. are you ready, ski daddy? you may want to start with debra in north carolina. >> good afternoon, who are you today? >> i'm lovely. i am upsidedown in magnum hunter resources. i wonder if i should get out, lick my pooundz wounds? >> no, this is not as good as eog or apache or exxon. it's one of those stocks you have to right up and down, i'm telling you i think the next 18 months will be higher and lower. tyler.

please. >> hey, jim, cleveland hoimpl, this is again the home of lebron james. >> congratulations. >> that is absolutely terrific. congratulations to all the cleveland people. >> i want to say, i rof the show. i have been watching and now i'm heading into my junior year. >> congratulations, my daughter went out there wise last year, it's beautiful. go ahead. >> caller: my question is on hexcel, they raidsed their geents in the conference call, stocks have been trading low. i want to get your to the. >> people have turned on the aerocycle. i think people are worried about water happening in the middle east. they are worried that perhaps planes will be stalled, maybe tail buy more planesing figure out what is going on, i think that's a mistake. i'm a buyer. let's go to bob in california, please, bob. >> great, jim. there is cobb bob from california. i want to let you know i bought

a trick buy when i bought the book "get rich carefully." >> you are very kind, thank you. >> caller: my stock pecks have significantly improved since bought your book. number one, i'm considering, i want your opinion on is pol, polyone core. >> my char it annual trust, i sare the winners and losers, xilinx is a loser, i think dow makes more sense. gerry in texas. >> caller: hi, jim you used to talk about ticker symbol clb core labs, the tech imploded if a matter of days it fell from over 200 to 150. it slowly crawled back to 167, do you know why it imploded? >> that last quarter was bad. i love mr. dempshire, he's

terrific. i feed to see, i will get back intoline liking core labs, that company is in the penalty box. let's go to meek in texas, please, peek. >> hey, jim. serious logic. you had a good quarter, but the stocks tumbled. >> listen. i think you have to do an exceptional football if you are a supplier. the only one exceptional was sky works solutions. that's the one you want to be in, if you want to be a component company, that, ladies and gentlemen, was the conclusion of the lightning round. then expanded? ♪ or their new product tanked? ♪ or not? what if they embrace new technology instead? ♪ imagine a company's future

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we're going public! [cheering] the fastest in-home wifi for your entire family. the x-1 entertainment operating system. only from xfinity. i know we hit the records, i know the market can change on the drop of a hat. things change, the past few days have brought us a batch of political worries. now more than ever, you have to be sure your investments are the best they can. let's get to it. start protecting your money first up it's a tweet at ricardo who says am i diversified? he's got gold, slumberge, valet and whole foods and starbucks.

smiley face. that's when you do a paren. you know, gold corps is i like grand god. i prefer to own a basket or gld. slumberge, valet, i think has bottom as per good fuse we are hearing out of brazil, whole foods is a supermarket and starbucks is, of course, the coffee chain, now nlt. so we have a retailer that let's call eight restaurant. a retail, a mineral company but it's precious. i want to get rid of that. i want to put in a health care company here, you know what we're going to pick in avid labs, which is one i'm looking at the right level and get rid of whole corps. let's go to larry, please. >> caller: boo-yah, jim.

my five stocks are apple, chicago bridge and iron, eog resources, gw pharmaceuticals and micron tech following. >> all rightletlet take a look at this oh, interesting, chicago bridge, that's cbi. that is a trick infrastructure company. i like them very much. i think they're doing a lot of right things. micron the d-ram company also flash, remember, it's kind of stalled out here. keep that in mind. eog is eagleford and permian and the british company that has actual pure marijuana that is going to be used to combat a variety of diseases and apple i said you have to own. i have apple and micron, i got infrastructure and spec. let's not call eight drug company, it's a spec, i got oil. this portfolio feeds something

real smooth and easy that because gw pharma is actually a spec. let's give it boeing. boeing is down a lot. it shouldn't be down a lot. >> that would be a nice replacement for micron. let's go to myles in new jersey. >> caller: boo-yah, ski daddy, how are you if. >> i feel i have been denied tenure because of some of the stocks i am following, let's go to work. >> caller: bge, syi, cisco feuds, pru, prudential. vz wireless communications, verizon and ge, general electric. am i diversified, ski daddy? >> i totally love it someone has utility stock they pay the bill to. i feel it's the only revenge, they raise the rates, they giver you the rebate in the form of tear dividend, prudential,

another great jersey company, a terrific company doing well, doing better than travelers, which has been my favorite. verizon i think is a growth company. we get that last quarter. it was extraordinarily good. sis core i like the merger can u.s. foods, that will be a power house, ge, my charitable trust owns it. i'll not sure you should. i think it's time to sell. maybe before that ipo. we get the ipo hoopla then i think. sell, sell, sell. that's my plan for the charitable trust. stay with kramer. .

. after can close facebook very good numbers. qualcomm people didn't like the numbers. let me give you a haing >> male narrator: last time on restaurant startup... >> are you selling burgers, or are you selling sex? >> we're selling the whole experience. >> narrator: baby's badass burgers was selected to take their food truck concept to the next level. >> you want to wait out there. just be a couple of minutes. >> narrator: unfamiliar with a new stovetop, the partners decided to cook on their truck. >> start topping them. get these plates stacked up. this is [bleep] ridiculous. >> narrator: but the small mobile kitchen was no match for the demands of a real restaurant. >> where are these burgers? >> narrator: despite a disastrous start, the food... >> mine was really good. >> narrator: was a hit. >> i would put $250,000 on the table. >> narrator: and baby's landed a deal to open their own restaurant. joe bastianich owns 30 restaurants and co-owns eataly, a high-end italian market. tim love is a celebrity chef with five award-winning restaurants and a retail empire.