eisen. catch fast money again 5:00 p.m. tomorrow. "mad money" with jim cramer starts right now. my mission is simple -- to make you money. i'm here to level the plays field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends, i'm just trying to make you money. call me 1-800-743-cnbc or tweet me @jimcramer. it's all about brands that should be bought, brands that need to be sold. you couldn't tell from the dow,

nine months, s&p, nasdaq losing 2.7%, but that was the underlying theme today. it has to be fleshed out so you can make sense of the timelessness of some brands ver the ephemeral nature. last night i highlighted a ton of potential takeover targets. specifically in the food industry. hey, kraft may have had a miserable quarter, but its brands aren't going away. pinnacle foods actually got a bid from hillshire, because birds eye and duncan, heinz have stood the test of time. hillshire brands got two different bids, because they're still valuable brands in a slow growth world. i believe that campbell's soup is ripe to be acquired by kellogg and general mills. great brand. hey, you know what? mills should snap of hain celestial, why? that has the best in the

umbrella of natural foods. why do we like brands so much? they have what we call brand equity, which means they can charge more than the other guy who doesn't. they have motors around them, thank ymoats around them, for years and years to ensure what we think of their products. half the brand, i actually know their slogan, i watch tv, look at the web, read magazines. you know them, because they spent a lot of money telling you about themselves. for example, i loved recommending heinz when i was a brother at goldman access. it's a buffett company now, because the chinese were slashing from the low end at the time. i needed to put people in stocks that had a moat. i remember the head of research telling me you're never going to see a bottle of chinese or japanese ketchup on a dining

table in this country. that's why i had to recommend it and pushed harder on kimberly-clark, because we use never seen japanese or chinese supplying clean ex. they haven't. not all brands are created equal. [ crying ] not that long ago we thought there was only one handbag company, that was coach. it turned out to be not as iconic as we thought. next it was michael kors that got the edge. its growth was extraordinary, until it hit a wall. an the baton was passed to kate spade. since then kate has been the brand right until the day, when the company blew in the numbers, got it higher, and the stock flew up at the open. then it did a hidity pirouette. wow, much lower. when the company revealed on the conference call there would be gross margin pressure and manage

actually refused to discuss anything more ben it other than say, margin pressure. wait a second, margin pressure? that's what felled michael kors the other day. and they also mentioned they were reducing their expansion from 134 stores down to 100, a devastating decline for a high multiple stoke. no moas, sea of red. which reminds us great brands are able to keep their price points and very rarely find themselves blindsided by a competitor. there can be other reasons why they get weakened. uhear about them later. that can be blindsided by changing space. that's quite different from the passing of the hand-day-old back torch from coach to kors to kate spade. i had kate looked like the new king of handbags when i read the big guide up in the release this morning? that was wrong. once again it shows that you have to wait for the call no

matter what. i learned that lesson the hard way today, as kate shed nearly $10 or 25% about a 30% swing top to bottom. never pull the trigger off the release alone. in the last few years we've seen inovase create and create moats in front of our eyes. tesla became a killer brand overnight when the brand "consumer reports" said it was the best of the best. deutsche bank yesterday said tesla could sell 500,000 cars one day. ironically "consumer reports" made some disparages comments, but it's too late, the stock barely got dinged by the comments, from the publication that anointed it not that long ago. no price sensitivity, that's another sign. who else has it?

netflix looks pretty darn. my friend buddy, pal,dom chu mentioned that apple might want to buy netflix. he speculated, pot lated. i couldn't agree more. now it won the at-home streaming video context and has a huge moat around it. you know it, because it's raising price and no one seems to care. amazon recently raised its price for amazon prime, and sign-ups actually accelerated. costco raised its membership fees and virtually everyone paid up. these are all signs of brands that will withstand the test of time. unfortunately those stocks are almost too high to think about being acquired, which brings me to the newfound brands that could be acquired. it's lever levered the open

table brand. that acquisition just closed in a way to pay for dining. open table is the key to booking restaurant table. that dovestales perfectly with priceline eye specially booking with planes and hotels. it got me to thinks, who else? how about home away recommended by ubs, they list vacation homes you can rent for short times. it's a total aggregator of a fractured market. it could be the next takeover targets as an alternative to staying at hotels. it's a natural complement. even as it is very expensive. because home away already owns the market. there is a moat around homeaway. also yelp, in the say wam it bought kayak. , the stock has acting quite funky. some believe the local

advertising is slowing, there are questions brewing. i'm not so sure. i know if the stock were to go down bit, it would be snapped up by someone owning the brand that's regarded as the online yellow pages. here's another one the shorts will hate me for saying it. zillow, i know it's too high, it's been up too much. listen to me, just amalgamated the biggest source of online ads the i used to be mountain print business. you know where the money was made in prints? classifieds. you want to digit at recreate that. you add zillow to the mix. he's not going to wand to surrender yet, but i'm saying. all of these companies probably want to go it alone. it's very rare that any young company's ceo wants to cash in yet. still, though, the bottom line is that companies with great and

growing brands are rewarded with higher and higher stock prices, unless a brand aggregator comes along and names a price that's too high to be refused. companies with great lands that are stagnant they are today's targets and tomorrow's acquisitions. how about gentleman in pennsylvania? >> caller: how are you today? >> well, you know what? i'm doing okay. how about you, george? >> caller: fantastic. fantastic. give me your take on mankind corporation. >> this is getting too hard. fist they have the approval if sanofi gives them money, and next thing you know people are saying iron with the insulin inhaler, it still will not sell. when san oy if's money, something good happens, but right now nothing good is happening, it's too hard. there, i said it, not everything can be figured out-able. c.w. in oklahoma? >> caller: yeah, boo-yah, jim.

>> boo yaw, cw. >> caller: i got a question about one oak. >> yeah, one oak. i like one ooak. >> caller: they recently paid us dividends and they reported the earnings, i wanted to see what you thought about it. >> so the earnings weren't a screamer, nothing to write home about. this is a country that's aggressive, it is growing, has a good yield. that's what i like off kinder morgan and that's what i like about one oak. buy buy buy, it's all about brand power, company with his it that grow are being rewarded. other companies that are stagnant become targets, and then there's others that aren't even brands at all, maybe ephemeral. one company could be at the receiving end to stop the spread of epidemics like the ebola outbreak, then the maker of chef boy are dee and healthy -- plus the alarming action missing from

two areas of wall street and what it means for your money. stick with cramer. are you sure we should take this billboard down?

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when we talk about mergers and acquisitions, we think they run the gap et of all industries. in fact they don't. the two areas where we have seen no consolidation are also the two areas that have been acting horrendously when there's no consolidation, no ability to rational i'd the industry, without consolidatation, there's way too much competition. and without takeovers, you just can't boost estimates. the lifeblood of all positive stock moves.

which two industries am i talking about? the banks and the industrialing. [ growling ] i've been watching the -- oh, yeah. [ cymbals ] my charitiable trust is watching suntrust s except for the day when is it gives up 25 or 30 sends. 41 right to 36. totally gut-wrenches. i like at the stocks of wells fargo and wonder what happened to the spike. keybank knocking on 15's door looks like you could slice through 13. bank of america got permission to raise the different for the first time in seven years, obviously wouldn't have been done if it were about to be bankrupted by the justice

department, yet now it's trading below where it was when it got the go ahead. >> the house of pain. >> we know this is occurring because interest rates have gone down to the point where the estimates that were set a month ago are now too high. all vulnerable to a number of cuts. more important, though, this was a group before the great recession used to be the subject of endless merger talks without, you could expect to hear spanish footsteps of a spanish bank knocking on the door. first horizon would have been gobbled up. wells fargo would be snapping up banks left and right, add jpmorgan would be right there with them. no more, though. potential acquirers are shedding assets to stay in business. the concentration is now way too great for any authority to bless a big bank buying alternates one. the group without any yield support to think of, no stakeovers imminent, just lang

wishes or drips lower and lower with higher rates needed before anything good can happen. you see the money flow out of this group every day. the industrials seem frozen since the downing of mh-17 over ukrai ukraine, but in truth they haven't kept pace and there's real doubt about the value. eaton after initially wowing the street with the takeover of cooper is now reviled for the straitjacket it put this company into. -- the whole aerospace group has been a pathetic and terrible place to be. just wish it weren't that way, but it is. the mineral business, the industrial conglomerates have done next to nothing at all. general electric's ails strom's bay became with so many restrictions that i know the stock would have rallied if the the company walked away. emerson, parker han i zone,

danner, all disappointed. even the good ones put up great numbers, i think it's a sign that europe has gotten uncertain since russia and ukraine started going at it. the industrial confidence has been sapped, particularly in germany, whichsh this very morning, one that took my breath away. here's the bottom line. a deal this sector in a deal-filled world isn't going to get any sectors. that creates a huge void in these two gigantic segments. let's just hope the oil group doesn't join them. jay lynn in tennessee. jay lynn? >> caller: yes, sir, mr. cramer, how are you? >> real good. how about you? >> caller: i'm doing great. thank you for taking my call. >> of course. >> caller: thinking about adding 50 shares of lockheed martin to my portfolio. what are your thoughts? >> man, that company is so well managed, and i've got to tell you, i have said over and over again to buy it, but did my

charitial trust buy it? no. it's great yield. it keeps going up, wow, and -- i think she should come on the show. i'm her biggest backer. michael in kentucky, michael. >> caller: hi, jim. i'm a big fan of the show. >> thank you. >> caller: i've got my 1-year-old here and he can't say boo-yah yet, but will send you a great big baba. >> i like that concept. >> caller: the question is about b.e. aerospace. they just announced a great quarter, tremendous growth, also the company is going to split itself in two, but the stock is down about 15% from its high. what can shareholders expect? >> we thought it was going to get acquired. the aerospace group has been going down ever since b.e. failed to get that bid. yes, i think it's cheap, but i've got to tell you something. i watch these stocks go down

every day. i believe in them, but i'm very lonely. one day i'm going to be very right, but until then please don't join me in -- >> the house of pain. >> this market won't get you area, two segments where you see no consolidatation, two segments acting horrendously. i believe in them, but i understand it ain't happens. two segments just not getting any takers, though there is value. still more "mad money" ahead to fight a virus like ebola, you need the right weapons. a company on the front lines of the battle. from hunt's catch up, to goulden's conagra is behind some of your staples, should you snack on the stock? i'm butting into this one. plus a cloud full of cash. some call it the future of hr, up roughly 50% since we recommend it when it came public. can it go higher? why don't you stay with cramer.

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i can remember a time when the package food companies were the poster child for safe, consistent growth. alas that time has passed us. the companies have become a low growth to no growth zone. they still have their bountiful dividends, which is enough to protect most of these stocks in

the current ultra-low interest rate environment, but it's becoming more difficult to generate growth organically. that's what we really want. that's why i'm such a big believer the companies operating in what we call the center aisles have no choice but to make some major acquisitions. it's why tyson and pilgrim's pride were willing to pay much more than even the bullish of investors had imagined. they are growth starved. i keep telling you the packaged for a players need to embrace the urge to merge. tonight i want to explain hose this business has changed for the worse, why the acquisitions are needed. you need to understand the center aisles of the super market and even the freezer section have become a growth wasteland. but in recent years. the food industry has changed.

there's something nor insidious going on here, too, something a looks like -- and explains why many of these companies are willing to give up the price points. they're trying to do whatever they can. but here's the thing. it's not working. the food companies keep attributing their lousy results to promotional ineffectiveness, no mother how generous the couponing is, it's not having consumers load up. it's the de-pantry-'ing of america. here's the latest conference call of general mills -- we just see more and more of the players interested in getting

merchandise. there's a limited number of places in the store to get that high quality that we want, which is good placement on end aisle displays coupled with feature support. in other words, they're saying there's too many scrambling for the same pieces of real estate. we heard the same thing from the much beleaguered conagra. here's the president of consumer foods, who put it bluntly, quote -- i think the challenge that many manufacturers face, including ourselves, is there's more competition for the limited space in stores, certainly what we have seen is a lower lift as a result of that. this is a huge problem for the entire industry, causing trouble for a whole range of companies. take b & g foods, b and g, not like them at all, missed the forecast by a mile, delivering a six-cent miss. the reason? they had to dramatically increase the promotional spending to gain volume in an overly crowded merchandising environment. it-them post a 2.8% increase in

volumes, but they also crushed the company's gross margins, shrinks by 350 basis points. wall street does not like that. how about the aforementioned conagra, which has been trying to turn around for ages. when the company last reported in laid june, the ceo pretty much admitted to blowing the acquisition and underestimated how long it would take the company to correct course. conag conagra's frozen entree division that is struggled for years. now yesterday we learned that gary is on the way out. he plans to retire next may. granted, the stock is protected about by the 3.5% yield, but i think the best course might be for conagra to put itself up for sale, let another operator whip it into shape. let's go back to the notion of

what they sell. i put my intern dylan williams through the ultimate ordeal. i asked him to taste test the products in front of you, the products from conagra's failing frozen food division. i don't want to read you his entire description, because this is a family show, not a horror film, and i can't read you all the ingredients, because they're full of unnatural and unpronounceable additives. sodium trifoss fat fer rouse sulfate, okay, how about this one? sodium stearadol. white flour, wheat, that's good, right? bht. polysorbate 80 bet akeratin. here is the qualifier from the millenni millennial. on the potpie, he says -- you think with all the gross

unnatural flavorings they put in, they would be able to make it taste better, our on the healthy choice pumpkin pie, pump condition ravioli? it maded -- it made the entire kitchen smell like a dining room at a nursing home. the one positive review was bertolli's frozen penne with shrimp, despite the appearance when you point it out bag, he points out it actually tastes good. then there's kellogg. the expectations were already low, but the company still managed to disappoint. kellogg has seen weakness in the cereal and snack business, the bread and butter, so to speak. and a high number of turnover. as for kraft foods, i told you yesterday this company is a true bowwow. the ceo blade it on a rare confluence of negative events. like more competent 'tis for

display place, not -- pig prices have come down, beef has come down, cheese, it's almost intractable. i say there's nothing rare about the confluence. as long as interest rates stay low, kraft has the nice yield, but thus a lousy operator. i think it would make an ideal that are the for a company like coca-cola that needs to get into the food business to compete with the much stronger, much faster pepsico. or it could aquick the spin-off from the old kraft. it was billed as a growth story, now it's coming mainly from margin expansion. zero-come supermarket space. of all of the players in the center aisle are struggling to generate growth, but there's simply too many companies vying for too little prime shelf space in a de-pantrying society.

and also taking out the competition, which is why the companies that buy will see their stock fly, pretty much in lockstep with the targets themselves. it really is the only way to go. billy in massachusetts, billy? >> caller: hey, boo-yah, jim. >> boo y-yah. >> caller: bed bath and beyond. >> the stock has gotten so low, i would not sell it. they're obviously being amazon'd. i do like it, but the stock is ned in the water. how about xantham gum, yeast extract, that's got to be good, right? entime modified cheese. does it get better than that? enzyming, dupont looking for safe, consistent growth, you

won't find it down the aisles of the supermarket until we see some consolidatation, competition can just continue to hurt them. there is still more "mad money" ahead, including the company being called on to test life-saving drugs that could stop diseases. human resources is getting a lot less human. i've got the play sending it to the cloud. plus i'm taking your calls in the lightning round. stick ahead. stay ahead. stick with cramer. don't just visit san francisco. (water dripping and pipes clanging)

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see car insurance in a whole new light. liberty mutual insurance. not every company that came public this past spring was a total dud. in fact there were a handful of real gems scattered among the garbage deals. take trinet, a human resources outsourcing company that brought itself public in late march just as the ipo bubble was peaking. it providing real much-needed services. the company helps businesses getting much better pricing for benefits plans. the affordable care act forcing every company -- trying to fill a valuable in addition, allowing

entrepreneurs or running that are businesses rather than dealing with the complex shies that are part and parcel with owning your own company these days. so it's no surprise that trinet roared out of the gate on the first day of trading. last month they reported a healthy earnings with a 44% sales growth. just picture perfect. a 30% gain since we last spoke -- rallied since the first day i recommend the stock when it became public. today the stock hit the 52-week high. up another 3% so, let's check in with burton goldfield to learn more about the quarter and the company's prospects. welcome back. >> great to see you. in reality, something you talked about was even more complex is the multistate environment.

every state has its own set of rules. who would know how to follow them? >> every state has its own set of rules, how many hours constitute overtime, each state is different. so the complexity of running a business continues unabated. affordable care act is just a small part of that. >> what would happen if i didn't use trinet, i opened my business. would i discover that different departments of labor would be after me, the fed would be after me. i'm trying to envision a world. candidly i think your company is a play on what a lot of people don't like. there's too much regulation. >> correct. so you run afoul of a regulation, how many different places can you get in trouble? >> all over the place, filing your taxes, doing payroll, hires people properly, compensating people properly, ultimately giving them access to health care. more importantly, you have to hire great people.

when you have great benefits, you have a seamless on boarding process, people want to come join yours company. >> one of the things i think i want people to understand is the metric that people are judging you by is something walled worksite glory embrace metrics. can you explain that? i always say they're key metrics whether it's airlines or hotels, this seems to be a -- -- >> absolutely. our fees are on a per-employee per month basis, so it's recurring revenue. i start the year with 85% of my revenue done, a wonderful way to start, and each the the companies that we service have a certain number of employees. when we talk about worksite employees, we're talking about the members of each of the companies with el service. we service over 9,000 companies, and we have over 258,000 employees that we're cutting payroll for, providing benefits for, and ultimately giving them a great work environment. >> as i went through your conference call, it became clear to me that those who think that 2015 may necessarily be a robust

year for hiring haven't read what you have to say. the thicket of what it takes to start a business now versus when i started my first business in the '80s, i don't know, it's pretty daunting. >> it is daunting. the good news is the people who are starting businesses today don't remember what it was like then. they never ran a business then. >> they accepted this is the world. >> they accept it, and they're running great companies. i have a company permanova down in southern california, building products to take care of congestic heart failure. >> restaurants, these are probably known straunds putting stores up in all different states, and they probably just presumed that each state was the same when they got into it. >> one of my favorite clients is el pollo locko. >> we love that. >> they went up 100%. >> and they're in different

states. >> and buffalo wild wings, when we had sally smith, she was saying i'm in minnesota and california. they're totally different regimes for minimum wages. >> exactly. so you're tracking the hours they work, you're tracking part and full-time employment, and ultimately tracking whether they qualify for health care. >> if you think there's too much regulation, and you want revenge, just go buy trinet. it is to me the only way to get revenge with all the regulation we have. "mad money" is back after the break. i make a lot of purchases for my business. and i get a lot in return with ink plus from chase. like 50,000 bonus points when i spent $5,000 in the first 3 months after i opened my account.

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it is time for the lightning round. that's about rapid-fire calls, one after another, and when you hear this sound, the lightning round is over. are you ready skee-daddy? time for the lightning round. first i want to go to anthony in california. anthony. >> caller: a bick southern california boo-yah, mr. cramer. how's it going?

>> what's up. >> caller: question sd, i watch leon cooperman's picks, and it tanked today. >> i know lee likes it, it was not a good quarter. sanbridge has to deliver an has not for a while. that was not a good quarter. let's go to sam in california. >> caller: hey, jessie james. >> yo, yo. >> caller: with interest rates down, you think toll brothers is a good call? ivities i saw the numbers that came out this morning about the affordable of homes? affordability of homes has really gone way up in the last six months and rates have gone down. i think toll brothers makes sense. i need to go to patrick in california. patrick? >> caller: boo-yah, mr. jim, from so nor that. strl. >> my charitable trust own esv. that stock cannot get out of its own way.

it's a much better operator than sea drill. if esc is going down, so will c drill. i need to go to seth in. >> caller: the company is good going forward? >> which one? aspen tech? >> that's automation, i don't know well enough to opine. i'm going to have to take a pass and learn more. karen in california. >> caller: hi, jim, it's karen from orange county, california. >> nice, what's going on? >> caller: i picked up trq about a year and a half ago, it's gone down from 750 -- and has -- >> turquoise minerals. we don't want that. you know, i like valet in the minerals, i went back in for my charitable trust. let's go to chris in north carolina. chris? >> caller: boo-yah, jim, from winston town, north carolina. >> the rose city.

i love winston salem. what's up? >> caller: gotta love krispy kreme. >> yes, i do. >> caller: tell me about walter energy. >> no, i don't really care for that. remember we had sun ko last week. i'm with him. let's go to ryan in north carolina. >> caller: boo-yah from the 201, baby. >> oh, yeah, man. a 908 right back atcha. what's up? >> caller: i want to know about clean energy fuel clne. >> i think it's a great concept, but i've been saying for some time it's too speculative. can i go to john in florida? >> john, how are you? >> caller: okay, i bought your book and also am on alert. my question is on disney. every time they report great earnings. the stock goes down. >> that's what i highyesterday.

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stories all the time crl, once again ready to roar? charles river provides universities and biopharmaceutical firms with everything they need to discover new drugs, conduct trials, club the lab rats and mice that any potential drug needs to be tested on. companies tools makes the whole process both faster and more efficient, and of course cheaper, which is why biotech and pharma companies are increasely outsourcing the work to charles river and others like it. rallied last year. we had faith it was on fire. then from the first week of april through the first week of may it dropped from 61 down to 50 and spent the next three months stuck in the low 50s, in part because of worries that drug companies were shifting resource budgets away from the early stage toward firms that specialize in later-stain trials. .

crl off an 812 basis with higher than expected revenues. they did make an acquisition there. management raised the full-year guidance, so this stock with a 50% gain 20 months allege ready to resume the long march higher? let's take a look with the president and more about where it's headed. welcome back to "mad money." good to see you in person. jim, i have to admit, i'm kind of torn. on the one hand you say we are firing on multiple cylinders, seeing pretty much great growth, you talk about the idea this is it, sales growth exceeded 10%, but then you say, look, it could be quarterly, you've got to be careful, don't extrapolate. i don't want to not extrapolate too much. i think you're on the sustained growth path. >> we've got great demand, it's the best it's been in a long time, big pharma and biotech.

we're still working through capacity, we and the rest of our competitors, so pricing isn't as great as we eerd like it to be, but we're getting full, our capacity is beginning to fill. we should see some price. the mix of work is getting better. >> explain what it means to be full. >> exactly. so we have a bunch of facilities doing drug safety testing, and the safety of them. well built a lot of space in 2006, '07, and '08, and then a lot of our clients pulled back, so there's been a surplus of space for a while, and now it's just filling up very filesly. we don't give the exact percentage, but the try is about 70%, we're substantial higher than that. optimal capacity is 85, so we're getting close. the ebola virus, i know

that -- what is very clear is when we have a case there there's a ms. spreading like wildfire, we have to go quickly from something that may not be fatal as a drug to giving it to people. do we call charles lab and say, will you help me? which, by the way -- 1-800-elaborate, which i know -- >> in fact historically we have done some safety testing for ebola drugs s. meaning we're working on whether the drug is safe. we're not working with the agent itself, just the drug. >> >> what does safe mean? >> safe means they can get the drug dosage right so the t toxicity is not so hide that it adversely affects the animal. >> so in other words, they may know it kills the ebola virus, but also kills the patient. >> that's exactly right. >> they give the rat ebola and

try to figure out what level -- >> no, we wouldn't give the rat ebola. they have a drug which they think will be a good drug, they're just trying to get if you can get it to absorb properly, so that it can do its work against the virus without causing adverse toxicity. most drills fail because they can't form laulate it properly. >> one of the thing i love about what you do is you make it so these biotechs, even the fed said they're speculative. they're not as speculative, because they call you, and you tell them rather than when they spend a billion and it's no-go, you tell them much earlier. >> our business is all about go/no-go decisions. the acquisition we made in april gets us way earlier in the process, so we're helping them find the targets, test it in

vitro, so we can say this look lie a great drug, put more of your resources, or it looks like a lousy drug. so somewhere along the process, and sometimes it's not until later. now, are there drugs right now that you are aware of within your system -- because you're all over the place, in many different countries, where you think there might be something promises for some other virus we're not worried about that we should? >> i wished i could say yes. >> you can't tell? >> there's no way we would know that. >> when i call to get lab rats, that's a very small part of your business, but it's a huge catalog. >> yes. >> is always someone trying to experiment or should they give it over to you? which is cheaper? >> it's a small part of our business, nobody produces their own research models anymore. we produce them for at least half the market. >> one out of every two lab animals used anywhere in the

world is coming from up. that's a big stake. >> and we think these big drug companies are research firms, but they have ideas and they just turn them on the floor to you to see if they work? >> they're doing the early discovery or having a bye tech company work with early discovery, and very early on, we will get the drug from them and help them discern whether it's a good drug or not. >> i remember you as one of the greatest growth companies, and it sounds like you're back on truck. there's illnesses that will not be solved without the help of charles river lab. james foster, president and ceo, the company has been in the willeders for a wild, because the company is cutting back. the clintsds are spending again and there's need. "mad money" is back after the break.

i was on air this morning when kate spade reported. everything seemed really good -- no, it seemed great including the guide up. but i had to go on air, could for the listen to the conference call. sue see what happens when you say something looks real good? i gout caught myself. i would have liked to have been in the conference call. this is why i stress that everyone has to do the

conference call. it turned out the quarter was not great, and the handbag business is not good. after the close, got king digital, i always like to say >> male narrator: in the culinary world, there are always innovators with new ideas and products, but turning a dream into a reality requires money-- lots of it. now they'll have a chance to get both funding and guidance from two of the industry's heaviest hitters. >> narrator: 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. they're both looking for the next food visionary, and they're willing to put their money where their mouth is. each week, joe and tim will give just one team $7,500 and 36 hours to turn this empty space into their dream restaurant. then they'll open the doors to the public. >> it's really good. i really like it. >> narrator: if one or both thinks there's serious money to be made... >> the flavor of that is awesome. >> narrator: they'll offer