metals, buy silver. >> i think thc is the best it's breaking out. tenet health care. >> i'm melissa lee. thank you so much for joining us. meantime, don't go anywhere. "mad money" with jim cramer starts right now.

each of the 15 percent gain this month. i think the stocks recoiled springs frankly, having fallen well behind the market, and the better than forecast raising. these two gave us quo. if gasoline keeps going down and the expectations remain low, i think the stocks can give us more gains for the year they just got, there and neither is expensive versus the historical parameters, where they have traded at or on particular earning iek he wills. and it's 15% gain, that and a one off. you got to call it that, it realliy -- it rallies because of the bid for family dollar.

if a family dollar can show that it raises series anti-trust concerns, be careful there. this is about the gift to hospitals that the affordable care act has delivered. and that gift will keep on giving, say what you want about obama care, it's been terrific for hospitals. and fabulous for hmos, even if it has not been great for the consumers of health care. wasn't it supposed to be the other way around? keurig green mountain has moved up, it has a big time backer and owner in coke cola. i think coke will keep buying until they have the whole thing. i do not expect the repeat of the huge move. and netflix, with a 13% game, if "orange is the new black" won a slew of emmys, it would have

been higher. but he they got enough attention from the nominations. the stock can definitely repeat the rally as it's now worth more than $28 billion and up 30% for the year, if i were at&t i would have bought these guys, not directv, it should still be purchased by someone. when i interviewed the ceo of southwest airlines, i filed it away as the airline stock the beat. it's easy to remember a as symbol. and southwest's symbol is luv, and love. and luv was never for sale. it's up 13% for the month. but the airlines bookings and price of jet fuel, booking is going higher and jet fuel is going lower. terrific combination. i think the stock will continue to go higher. and up 13%, masco and home

depot. again, they are better than the expected demand for home goods. they make paint, cabinets and home goods. they have all three. how low rates are going, there could be more room to run. first solar is an odd one, this 13% gainer was the darling and it was too expensive versus the cut throat competition from china, now that the dumping from china has been launched, first solar has lowered its cost. it's too cheap and i expect it to lead us throughout the rest of the year. of the ones i'm talking about, it may be the best position. and then there's urban outfitters. it's been depressed so long, when it did not report a disappointing quarter or scare us and make us crew, it rallied and caught up 13% of the year. it could be the first of many good quarters. and could run up more.

given that a the new cam eye will pay you a $2 dividend, that is a 5% yield at the current price, i suspect the 11% gain is the tip of the iceberg. but get this, the one company, guaranteeing a 10% boost in identify se-- in dividends. my trust will keep buying to get that terrific dividend. you can stop at jim cramer twitter complain about kmism, it will have pressure, it is a terrific stock. get tougher, will you? while there's odd one off names in the list on of top performers for the s&p 500, the majority are playing catch-up. and totally legitimate without the rest of the market.

it's a terrific sign, people, and while we have to be wary of a red hot market, skeptical, please. here hawill she here is the botm line. they are not fly by nights and they are not that expensive. and in short, there's not much to fear here. unlike the rest of the market, there's a ton to embrace. ton in new york, john! >> caller: booyah, jim. >> what is up? >> caller: how are you? >> could not be better, thank you, how are you? >> caller: not bad, thank you. i would like to know if i take my 6% lot in manitowoc or buy more? >> buy more. i like the secular growth, and no reason to sell the stock. good evening.

>> caller: booyah. making me a nice bit of change based on your stock tips. my question today is about big red hal burton, i was a employee and i want to make sure my loyals are not clouding my judgment. if you could invest in one energy supplier, which would it be and why? >> it's tough, i would do kmi, i like haliburton, you have a winner but i will not go against it. and we like jim brown who is the president of the western hemisphere. let's go to kareal, in in california. >> caller: booyah, jim, i love you! -- i sold it today, because nobody got hurt by taking the

profits. >> i like thatte attitude. that is true, but i like the products. call kaul -- >> caller: is the stock going to go higher? >> mobile eye and gopro are the specs this that came public this year that i'm itching to buy on any weakness. wasn't this month opposed to be terrible? did we get that memo? were we supposed to get hammered? how did we get the best august in a decade in we got solid win withers, not much to fear, but plenty to embrace. searching for records in hay stack is tough. i may have found needle. it's a drug deal that could make you money. >> wall with street left you for dead, and am going for caution tape, csi mad money continues, with my stock investigation and our health care system's desperate need of workers, i'm

taking the pulse of a company, trying to fix that, stick with cramer. bulldog: it's true! i am a bundle of talent!

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or any mattress discounters. mattress discounters good deed dogs helping dogs help people. how do you find bargains in a market that keeps making brand new all time highs, it's a struggle, isn't it? we searched for high quality companies that were beaten down well below their own 52-week highs. so, what issearching, i'm going give you a great example, pergo, they make knock off drugs of over the counter. i have been a huge fan of

perrigo for a long time and i think it's a terrific long-term play. it's one of the major themes that i highlight in get rich carefully. in the wake of the great recession. even well to do shoppers are increasingly unwilling to pay up for brand name merchandise when they know they can get the same exact product for less money. go look at the label. you know the truth. and there's no longer any real stigma putting this thing in your shopping cart, right? i know there used to be. you put it in your cart and now it distinguishes you as acknowledgeable and and not a sheep led by brand names to cash register slaughter person. and perrigo has had a huge long-term winner. it has 226% return since recommending it 4-1/2 years ago. more recently, it has taken a beating. it peaked at $67 in march and

then got slammed over the past couple of months, because of manufacturing issues and disappointing quarter. companies missed the earnings and missed the guidance, and weaker cold and flu season, they had fallen below 130. now, since then, the stock begun to bounce back. and largely because they reported a terrific quarter. much more in keeping with the strength. it's well off the highs. 20 points below where it peaked. it smells like opportunity. perrigo has a lot going for i, it could back to the old highs in quick fashion, why? let me explain. it's a private label story. where it's the number one maker of over the counter store brand health care products. right now we are seeing rising demands of these knock off products from the consumers that like the value and from the

stores themselves. because they carry a higher margin, in a wway, it's a big cost -- you know nicorette, helps people quit smoking. kind of the same, yeah, by the way, why isn't this viewed as a gateway to smoking as people regard e-cigs, they have a version on of the gum for cvs and the real nicorette is $71.59. you can get the perrigo version at 26% discount. when cvs buys it, they pay 59% less than what they have to fork over for real nicorette, all the branding they have to put in for the nicorette and you say, i

want the nicotene one, right? you can see why the big pharmacy chains love the product. what about consumer? we know that the stigma of buying the private label is fading away t store brands saw their market share rise from 10% in 1990 in 25% in 2009 and it's been up since 2013. that certainly got things going, thank you j and j from pulling your products. this is a business that has fairly high barriers to entry. they have to have a complex supply chain. which is why the competition is limited. another big positive. call it a mote. as ever more -- perrigo gains

more opportunity to sell the store label version brands of the products. according to management, $10 billion of a brand of prescription drugs are likely to move over the counter wi er wit million of the nexium, good for the at year numbers. meanwhile, perrigo is not just the largest maker of over the counter knock off drugs they have a knew -- they have 75 new products being launched this year. over the next four years they expect to launch 40 drugs against branded products and then there's their honest to goodness proprietary prescription drug business. they acquired an irish drug company. and this game them a piece of

another drug. what really does the i for me though, is that el amp lmpelan know what that means, acquisition that became a classic tax inversion. allowing the company to change the business address to the tax haven of ireland. their tax rate was 28%, but for the 2015 fiscal year, the company tax rate came in at 17%. more profits for you, the shareholder. like we have seen in the tax inversion plays, the new tax status does two things. first of all, it makes it so the company can make acquisitions that are good for earnings they have been a smart acquirer, doing a series of deals that accounted for 40% of the company's earnings growth in

recent years. the fact that is -- the fact that they are subject to irish tax will make them more money and they are an attractive take over target for larger firms that want to do the same thing, we have seen a lot of u.s. companies immigrating to ireland using this tax strategy. perrigo to be the next target. all poe oh, p -- all potential l making aside, they do not need a take over the to make them productive. they did not get enough credit. just a huge earnings, where all the earns that hurt them were put to rest. more over, they have fantastic ceo, i thought, and i listened to every one of the calls. i thought he listened more

optimistic than in the recent past, i thought he had to hedge things, the stock could keep running through the end of the year and beyond. and last year, the company was hurt bay slow cold and flu season. i would love it if it repeated that for the compauntry, but no the company. they are back on track. the stock is still 19 points off of the highs, trading at 20 times 2015 estimates with 15% growth rate. i could see this stock rallying to $175 by yearyear-end, that m it a terrific buy. there are bargains at s and p 2,000. after the break, i will make more money.

welcome back to csi mad money. not to be confused with the regular csi, or it's spin offs. here csi stands for not crime scene investigation, but creper sto -- but cramer stock investigation. we have been talking about stocks that fell back to earth but could fall lower before bottoming. we are going now with more shades of gray. we are talking retail. and specifically questionable merchants like is sears, and others. there's a lot of crime scenes to investigation. these are all stocks that at some point this year were absolutely slaughtered. but that is where the similarity

ends. some of the retailers are knocking on death's door, some are bounce back. when it comes to some retail, it's possible for stocks to turn on a dime even when everyone has written them off as losers. others, the turn never seems to come. take dsw, yeah, the old designer's shoe warehouse, the discount footware chain that was killed with disappointing numbers in the end of may. pretty much everyone bailed on dsw after that, last month, i told you dsw was merely the victim of transient problems and a comeback was on the way. when the company reported again last night, it aw -- it blew awy the numbers. the short sellers are in the house of pain now with more ahead from what i can see. but what about the other retail

names that i mentioned earlier? sears, lands end, how do we know they have what it takes to have a rebound and which should be abandoned because of the prospects being too dim. let's start with shield, with sears holdings. a hiddeous stock that is down. it's clear that sears does not have much of a pulse and it has been that way for a while. the final blow was when the company posted a larger than expected loss, and sent stock down 7% in a single day. it has turned in to a horror show, people. it was the ninth consecutive quart quarterly loss. the revenues are declining, down 10% year over year. the revenue is shutting down the under performing stores and they sold off landsend, typically we like it when they shut down the worst locations.

even with the closures, the company is still seeing a continued decline in same store sales. they nip the bad ones and there's more bad ones. sears is trying to meet the liquidity needs in order to keep its head above water. the worst thing about the quarter, was not the pitiful earnings or shrinking earnings, it was the company as cash position, when you back out the $515 million windfall, from the sale of lands end, they were down at the end of the quarter. that paints a bleak picture. sears has always been able to pull a rabbit out of a hat time and again, it will do it again. it will sell off a saleable division, tools, the nape-- the names, the garages. but at some point, it will be

fatal attraction. you have a retailer that just has too many problems. can't turn itself around. if you own it, consider it like craftsman tools, you can return it. what does it mean from landsend? wait a second? i think we have to view this landsend as a survivor that managed to claw it's way from a sinking shrimp. like end of titanic, and for years landsend was stuck inside the symptom e-- the sears empir, they now have a big future. they have 250 boutique shops, unfortunately, these locations are indeed stuck in side of

sears, bad for business. but the first quarter out of the gate, they managed to deliver good numbers. including 48% jump in earnings per share. they have the freedom and resources to pursue growth. i think it's a sur vivor that i worth buying here. and i think the companies embarrassing mailing of the magazine, i like the monogramed dog beds, so the dog can read which one is theirs. how about our next retail crime scene, abercrombie and fitch, it's lazarus, here, made a 52-week high, but they are off numbers from 2011, and the teen

retail is bottoming. they have each announced plans for store closures, that will help prevent supply from overwhelming demand which has been the characteristic of the group. inventory levels need to stabilize. in short. the whole team retail group is becoming less viciously competitive, abercombie, their stock will go higher, it would soar if wall of shamers ceo will say, we laid the ground and now there's time for a younger person to take over. the board of directors received a letter from ngin capitol, urgi urging to sell themselves.

they have hired j.p. morgan to explore the possibilities. we have seen the activists to create value for the shareholders. i'm intrigued. ann could be worth 50 to 55 dollars a share. and as has been a pretty strong operator, if the company and not want to sell itself, it has other options. ann has a great balance sheet, it could borrow a ton of money, to finance a buy back. that said, given the run up, wait for the pull back to pull the trigger. here's the bottom line, when it comes to the down and out, and out retail play, you have a lot of variations from the deservingly dead shareholders, to dsw, landsend, abercrombie and fich, and ann. now, i go to ben in connecticut, please, ben? >> caller: i want to thank you

and your staff for taking the call, i was a eyewitness to the world war ii, i will never, ever for get the imhumanity to humanity. i will be 94. >> thank you, how great was eisenhower taking pictures so there's no deniers. >> caller: i live by a moto by no hating. no act of kindness, no matter how small is wasted. and jim you are the guiding light with your detailaily act kindness. thank you. >> thank you. >> caller: what is your opinion about visa? >> it's a terrific, terrific company and first of all, thank you for serving for that unbelievable story about the lib ragz. i think that charlie sharp that

stock is a winner. sam from chicago? >> caller: the booyah from chicago. >> booyah. >> caller: quick shoutout to my fiance. >> definitely. >> caller: i would love your opinion on j.c. penney? >> going up, stock is breaking out, it has been left for dead, macy's went down and it went back up. sure enough, macy's is now at the all time high. j.c. penney can go up 10% before we have to worry about the stock. this is csi mad money style, in cramer stock investigation, on all the retailers. you have a range of verdicts. sears left for dead, but others could come back. much more mad money ahead, including the stock behind the head hunter for your hospital. find out if it can keep you in

good health and what you don't know about burger king's deal to buy a doughnut shop. your calls are ahead in the lightning round. stay with cramer. your 16-year-old daughter

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>> why is health care so much more expensive here in the united states than the rest of the world? this could be ideological question. but a fact, simply put, we have a shortage of health care professionals. we do not train enough people to keep up with demand. that is why our health care costs are higher. this is terrible if you buy your own insurance. with but it's terrific for the health care staffing industry. the companies that help find doctors and skilled nurse us all over the country. and the largest health care staffing and physician search firm is ahs health care. and it's a tiny $705 million company that has workforce solutions and staffing services. basically the hospitals out source their staffing to the company and that helps them

maintain cost and focus on their business of delivering health care to the patients. they got hit in the first half of this year. because of mixed results. but when the company reported the most recent numbers, it crushed the estimate. the stock a is giving you a 15% gain since talking to the ceo in november. it could be more up side ahead. we will check in with the president and ceo of amn health care services to learn how the company is doing and where it's headed. welcome back to "mad money." >> thank you, jim, happy to be here. >> it's clear from the last quarter that you are beginning to now see the, let say the pull from the affordable health care. i don't want to say the big pay ao -- big payoff, and it's not a big payoff thing. the second quarter was important, not just for us, but for health care in general. after a rocky start as you described, i think the dust settled and our clients, primarily hospitals got clarity on what health care reform would do. since then, really late may, and

june. we have been seeing tremendous growth in demand for our services. particularly on the nursing side, but we have seen demand growth all across all businesses. so, as you pointed out, we are projecting that to continue, in to the second half of the year. >> that is important, the analysts are skeptical, and i felt you made a strong case that it's not juan -- not a one off quarter. >> our earnings are up 80%. >> i thought it was a typo. >> no, and what is good, it's continuing sustaining, and it's not concentrated in one particular region, it's across all regions and in all kinds of clients and we are seeing that kind of growth, not quite at that level, but definitely growth in the physician and allied business. >> you california and texas being great, what is that about? >> we always see great growth, i think, in california as this type of year in particular. as they start to prepare for

their seasonal needs. but it's not just concentrated there as i said, as i look at the demand growth, it's across all regions and all kinds of clients of all different shapes and sizes. >> i know when i look at the core clients i do not see hca but i see like point hospital. this is your client list, would life point see a surge because of affordable care act and then they would say, you know what in? we have staffing problems, let's call and give them and tell them we need help? >> that is one factor, you have to remember, they have three macro factors that are driving long-term demand. the first is the economy itself. had as the economy improves, it drives the health care services and drives more demand for health care professionals, you have the aging population, not only driving more demand for services and also, the aging clinical population as more physicians and nurses reach that age of retirement and leave at the workforce, as you mentioned earlier, we are not replacing

them fast enough and you have the fact that you have millions more newly insured patients that are coming in to the system and they are driving demand. >> are we going to run out of professionals? >> we will not run out, but it's going to be more difficult, that is why they want to work with us, to find more innovative ways to tackle not just today's workforce challenges, but thing chal challenges of the future. it's one of the reasons that we are producing the center for professionaled a advancement, they want to train and develop the future workforce in health care. >> it was not clear for me, why is the va in -- where is the va in all of this? >> the va is continuing to invest and trying to add resources. >> they cut your stuff? >> they have cut year over year, but we have seen increases over the last couple of years. >> it's clearly a bad call to decrease. >> well, we are trying to help increase their staffing at the physician and nursing level and we have seen growth there.

>> it seems that our veterans could appreciate that. >> we are there to help. >> thank you very much, that is the president and ceo of amn health care services, we have at the inflection of this company, and it has not moved enough to reflect that inflection point. where the reward was that what if tnew car smelledit card and the freedom of the open road? a card that gave you that "i'm 16 and just got my first car" feeling. presenting the buypower card from capital one. redeem earnings toward part or even all of a new chevrolet, buick, gmc or cadillac - with no limits. so every time you use it, you're not just shopping for goods. you're shopping for something great. learn more at buypowercard.com

♪ it is time. it is time for the lightning round. and then the lightning round is over. are you ready? it's time for the lightning round. friend in north carolina, fred? >> caller: booyah, jim. >> booyah. >> caller: my stock is cypres city. >> reinvest the dividend. i have faith in tj that he will make you money. i'm not concerned. jane in oklahoma, jane? >> caller: thank you for taking my call. i wonder about encompass, will it survive? >> which one? >> caller: encompass home

health? no, amedisis? >> no, i'm not a big fan of amedisys, i will go to cigna if i want health. it has had a nice run, i think you should go. brad in south carolina, brad? >> caller: i have a question for you, mr. cramer. the street analyst today in new york city actually dropped carol's restaurants to a sell is, can you tell me why? >> the street, remember, that is a separate organization for me. i do have a big stake in it and i'm on the board, i do not control the ratings. i know nothing about that, i will tell you that i like fiesta group, that is a spin off of carols that is the winner in the section. let's go to ross in indiana. ross? >> caller: hi, jim, booyah and congratulations on another spectacular day. >> thank you, yeah, we had good ones. what's going on. >> caller: are you joining the call for 19k? >> i don't know.

i mean, i follow it, there's a lot of stocks in there that i think are under valued right now. let's leave it at that. >> caller: i hear you, i want to test your pulse on camp. >> it's not a international rectifier, would rather eyou in intel, and sky works solution. >> caller: booyah from new york city. how are you? okay, jim thanks for all you do for us homers and thanks to you and your horseman and your books like get rich carefully, you have taught us how to buy and home work, allowing us to put our son through private school. >> that is -- well, even better. i guess, i like public schools, go ahead, what is up. >> caller: okay, we invest together family style, so thanks, and he is working on his master's degree. thanks again. >> i love it.

thank you. >> caller: you are bullish on american -- what do you think of warren resources? >> i like the wpx that we saw last week i would go for that. that is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade. in real time. ♪ the shell brought him great fame. ♪ but then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their trading platform. ♪ so the magic shell went back to being a...shell. get live squawks right in your trading platform with thinkorswim from td ameritrade.

enough of the combination of a sluggish fast food joint with a doughnut shop named after a hockey player, does not have a lot of game outside of canada. and enough of the back transaction. if you like the deal, love starbucks chipotle, they are better. never have i seen a fawning over a merger with players that they think would do better under a roof. wendy's used to own tim horton, and they gave up on it. it's not like burger king had a magic touch that others lacked. hasn't it dawned on people yet that the food chain plays the companies that are deeply rooted in things that are not natural and organic have been struggling. i think burger king is paying so much not because of inversion

but because of desperation. it siees the writing on the wal. there's not enough to eat there to make the company viable out ten years. hortons had a good quarter. i think how dunkin' donuts had a ton of good quarters but last two quarters, flat out disappointing. i accepted this the first quarter may have been hobbled by weather. the first quarter was hobbled by doughnu doughnuts, why not worry? have you seen the krispy kreme stock in it has been horrible. it was bailed out by international expansion. that company blamed the weather too for the weak results. it got me wonderings whether the turn toward healthy eating has changed the trajectory for doughnuts and burgers, know why

people want to own this stock. i'm telling you that one look at what is selling inside the supermarket tells you what people want to eat. a second look at chipotle with the amazing store sales makes sure that the change is not slow, it's rapid and tectonic, people, and let's face it, you are getting starbucks for the same price at burger king. starbucks has consistent 7% same store sales growth and that is a heck of a lot better than hortons and more important, it's proven growth. starbucks flies everywhere. hortons does not fly all that well here. i'm not saying it's a bad deal, it's a deal that you need to cash out from tomorrow morning and move on from. go buy stock in starbucks and chipotle, they have a consistent can high price, which is better than inconsistent at no growth at a high price.

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okay, we took out ss and p 2000, we still see a lot of value >> 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. joe bastianich is one of the country's culinary giants. by combining great food with smart business, he's created an empire that includes 30 restaurants, 6 high-end italian markets, and 2 best-selling books. >> we're not here to teach you. we're here to make an investment, and if this was school, you'd be paying us tuition. >> narrator: tim love is a celebrity chef and master of urban western cuisine. he owns five award-winning restaurants throughout texas and has his own retail empire of rubs, sauces, and cookware. >> i'm a food guy. tell me how you make the frickin' food. >> narrator: hundred