i think puts are a great way to hedge your portfolio. you probably all own a lot of apple, microsoft. >> we'll see you back here for more "fast money." "mad i'm here to level the playing feel 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. my job is not just to educate you and to dietteach you so cal at 800-743-cnbc or tweet me @jimcramer. we decided that whatever can go wrong will, indeed, go wrong and

we're presuming that everything is too high until proven innocent. at one point today precisely at 11:43 a.m. we saw sheer, raw, panic. the kind you get when investors just capitulate because they can't take the pain. >> the the house of pain! >> any longer. >> it seemed like a crescendo sell-off, that's what i like to call them as the averages rebounded in the afternoon and the dow slipping four points and the s&p advancing .1% and if we get the wrong employment number tomorrow, too strong or too weak, i think we'll see another 11:43 a.m. like panic. what can you do? you know what i say? i say nobody ever made a dime panicking, but plenty of people have made a dime taking the other side of a panicked trade, a panic occurs when those with weak hands violently dump --

>> sell, sell, sell, sell, sell! >> all their stocks at once, the good with the bad which allows you to pick among the rubble and maybe pull some babies out of the bathwater. so tonight i'm taking the other side of the panic trade and giving you proverbial babes to save from the train. i've earned the right to say some sectors are viable. i've openly castigated the industrials. i've said that any commodity producer would get crushed here as we're in a vicious bear market for all commodities. i've said companies in latin america and asia deserve to get hammered. they're down for political and monetary reasons and i don't see these reasons being resolved any time soon. the russia-ukraine tensions still lurking and casting their dark pall all over europe and the including germany. maybe i should say especially germany because it has been the lone bright spot in europe. if europe would open its purse strings and do more to help the cause of the rest of europe while shutting its mouth about

ukraine and negotiating in private with russia we would be dramatically higher right now and one of the reasons why you don't want to get too negative because these things could still happen. isis is still winning in iraq and spreading instability all over the newspapers and ebola is still raging and i don't expect good news on that front any time soon and bad news is more like it and the entrance of the disease on to our shores has zapped whatever confidence boost we've had lately and plus the central bankers aren't doing any favors. we're almost done with easy money with the fed declaring a subtle victory over the business cycle. say what you want, the easy to less accommodative switch simply is not good for stocks at least in the short term. mario draggy, the head of the european central bank making malcolm x noises getting the economy moving by any means necessary were half measures, and each as the circumstances in europe are far worse than hours. the european stock markets were

quickly up ended and in this country, just as a matter of course. i've been waiting for this moment where the reward fondly looks better than rest for some stocks and i think that moment has arrived and perhaps a third of the market was overshot. we finally do have some bargains and some stocks where the bad news is more than priced in. so why is it worth snapping up those bargains rather than fly fleeing the market entirely like so many others. do you mind if i indulge in warren buffett adcation, much deserved. he the most important one to me is that our nation is pretty darn strong. short-term, that's actually been a negative, counterintuitive as it may seem in the stock market, sell at what they can and not what they have to and they sell our markets to raise money because the rest of the world is so pathetic that they can't each get out of a lot of those losing markets without killing themselves on the trade.

weir not only the liquidity allowing the loser funs to blow out of the stocks at decent prices. so the relative and absolute strength counts right now as a negative because wounded hedge fund tigers are using u.s. stocks as a source of funds. it happens all of the time. that's who does the panicking. i know you want to hear all day about how smart these money managers are and how legendary and how brilliant. believe me, for the last few days they were crawling under their desks or hitting the restrooms regularly so to speak with the real depends moment this morning and i don't mean depends like it depends if we rally. ♪ >> this phenomenon won't last, though. if we're the only strong economy in the world then eventually we'll be a magnet for the world's capital and that's closer to happening now that we have reached this point of panic. so what kind of stocks can you now start buying with the greater degree of confidence, the emphasis here on stark

buying and greater confidence as opposed to jumping in with both feet and buy, buy, buy. you want companies that are primarily domestic so you don't get entangled in diseases and tensions. it could secondly, you want buyers that are commodities and many are in bear markets and third you need to have a degree of conviction that the earnings are good or getting better. fourth, it can't meet interest rates to go higher because they might not be able to do so. fifth, it can't be hurt too much by the strong dollar because too many countries want the currencies to be weak so we'll buy their goods or not hours and they get a bad translation when they cash in. sixth, you have to on have strong growth without a robust economy. let's start with obvious ones and how about darden, the owner of olive garden. great numbers today. big beneficiary buys tons of commodities and could be a big winner especially with the bountiful 4.6% yield and there's jack and jack-in-the-box.

buffalo wild wings and remember that? they all make sense and the rejuvenated panera bread, turning around its operations before our eyes and don't forget chipotle down 30 points from its high. why not pick up tyson foods? it's a huge buyer of chicken and pork which by the way, it it will work. it's part of the hill share brands acquisition. how about macy's, kohl's, costco on the retail front? they all work, so does tjx, and walgreen's the worst is over there, take some. same goes for vf corp. pbh they're all takers of commodities and especially cotton and that's exactly what we want and kroger is a good bed with lower commodity prices. google, celgene, facebook and underarmour, they cannot run slow growth worldwide. the beers in particular, more on that later. here's the bottom line. i don't want to get carried away here, but i do think if you

haven't committed any capital yet the time may be at hand. there are plenty of babies. i've given you them from being sucked down the drain at 11:43 a.m. when the legendary and brilliant hedge fund managers could no longer take the pain. >> savino in texas, savino. >> boo-yah, jimbo. mastercard is on my shopping list and i wish it was still longer for a pullback. >> sandler o'neal and the mastercard has put a chill in the situation. i don't want to have numbers coming down and i don't need real doubters in here. m.a., right now is on the hold list and not the buy list. how about doug in florida. doug? >> hi, jim. thank you for taking my call. >> of course. >> long time follower, first-time caller. i have a question about sienna corporation. it was recommended a while back and i've been watching it go down. i got stocked out of other stocks that turned around and now with a limited portfolio i

wonder what your recommendation is. i think sienna is a heartbreaker and you know what? i say no to heartbreakers. it's broken too many hearts and it it doesn't get my endorsement. may i go to will in massachusetts. >> hi, jim, thanks for having me on the show. >> absolutely. after a pullback and i was wondering where you thought the stock was headed. >> i think dsw is in a major turn and i would like to shoot a bull market. i like the whole product portfolio. i think it's a good situation. i want to buy dsw, the old designer shoe warehouse. guilty until proven innocent? we were right in presuming that everything is too high, but right now there are some sectors that are worth buying. i'm helping you buying help on mad money tonight, it's the one issue that can could bring america's energy revolution to a screeching halt. the potential fallout and whether you need to start protecting your portfolio is next and beating back the advance of diseases like m.s.,

but it's where the drugs are headed next that's got me excited and plus i'm poring through the best brewers you can find on wall street. should you be doubling down on your drink? stick with cramer. >> don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer. #madtweets and send jim an email to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to mad money.cnbc.com. guys! you're not gonna believe this! watch this. sam always gives you the good news in person, bad news in email. good news -- fedex has flat rate shipping. it's called fedex one rate. and it's affordable. sounds great. [ cell phone typing ]

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is the oil thesis the great american energy renaissance boom in oil in trouble? you know i'm a huge believer in every aspect of this theme to the oil and the pipelines themselves. however, the sudden decline will give some of the oil exploration companies the jitters and not just because we have too much supply here. but also because of what saudi arabia is doing. yesterday the saudis lowered the official selling price for their

crude which marks the fourth straight month that they've cut the price, not their production. what does that mean? you could argue that the saudis want to maintain the market share. i get that, it makes sense, but i think it's something else. see, i think the saudis want to make our oil tooec pensive to keep drilling for. they recognize there say price when we'll cut back on the drilling and they're not afraid to drive oil down to the level in order to make the united states more dependent on sawudi arab arabia. we still use the oil and less independent on ourselves and in short, the saudis are trying to price us out of the own game. some of the bigger shale plays and eagleford, and this isn't a price where there's panic. the trajectory, though, is menacing as is the velocity of the decline. it's feeling like a real bear market oil and especially this morning when the price of west texas crude tumbled $2.54 per barrel and it was up at the end of the day. if the saudis will push the

price down, though, then they'll eventually make it less economical to drill here and some of the independents will have to think twice about adjusting their long-term budgets if they were based on ever rising oil prices and i know that some of them are. plus let's not forget the cost of drilling has gone higher as the scarcity of labor in the area where the oil happens to be impacts the price that a halliburton or baker hughes has to charge for its services and it has to switch from ceramics to sand. there's always the risk that there might be less oil and gas in an area that was thought to be abundant with costs escalating and worries about the saudis crushing the pricing umbrel umbrella. they'll break ranks for certain and keep in mind that the cost of transporting oil from where it is to where it is needed are rising dramatically in this country. the biggest pipeline company in north inning at least until kinder morgan consolidation goes through and they elevated the

price of new pipe everywhere in the country and elevated by a lot. monaco has to get his return from enbridge when lowers the cost for oil producers. so the bottom line is this, i don't think the long-term story is in trouble. many people including the oil companies themselves are nervous about the new decline hence the radical fall in the natural gas, oil service and more important, oil rigged stocks, particularly the offshoer place, you can't even look at them and they are horror shows and given that there are places in the country where oil countries are only able to get $70 a barrel because of the glut will start to see cuts for certain. fortunately, most of the oil is cheaper to produce and the stocks have been clobbered to oblivion where in many cases they're too close to sell. to say you don't need to worry is that your head buried in the frackiing sand. cindy in new york. cindy some. >> hello, jim.

welcome to the big apple. >> how are you? >> good. how are you? >> good. >> can you recap what's dragging down energy and transocean. the stom stock symbol is rig. >> there are three reasons. let's get right to it. there is a 52-week low and the people feel the dividend is not sustainable and there's been people talking about diamond offshore and having to cut the dividend and next year will be worse than this year and that's issue number one and issue number two is russia because there's pulling back of technology. people feel that will ultimately impact transocean and issue numberly and this is what's most important, the people who own these stocks are panicking. they've heard some sort of bell and they think it's over. i know. how do i know? because my charitable trust owns ensco and it's the worst performer i've ever had in your portfolio. i believe in this country, sure, some people are nervous about the decline, but the long-term story i'm still sticking with

it. oil is still, well, let's say, worth something. there's much more "mad money" ahead, this market may be driving you to drink, but i have a stock that can do a better job to taking the edge up. which you brooer can be ready to pour gains into your portfolio on. >> and making it people for to walk better and taking a look at a cloud player that helps dupont, tyco, coca-cola, pitney bowes run leaner and meaner. stay with cramer.

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banking. loyalty. analytics. synchrony financial. enagage with us. a what do people turn to when the market keeps getting hammered, i just turn to beer and not just because a cold one at the end of the day helps wash away the misery of watching your stocks get crushed, although, be careful that's how you end up sleeping on your dirty linoleum floor. no. i like the beer stocks right here because this is an industry

that's undergoing massive consolidation and as i point out in "get rich carefully, consolidation, it would be great for stocks. now i know there are a lot of people who say the beer market is dying and i know consolation brand which is has major beer exposure just reported it missed earnings and this was just a hiccup for consolation and it's worth buying in today's pullback. the ceo rob sands made a compelling case at the closing bell, because it was a one-time only. constellation beer's business was very strong and hence, why it rallied from being down to close off at just 86 cents and it was a major comeback upon. constellati constellation's brands like corona and modelo and the wave of consolidation we've seen. the gigantic inbev acquired grupo modelo. and earlier this year, the japanese beer and liquor maker expanded to the bourbon business

and now i think we could be about to witness a whole new round of consolidation in the beer industry. just a few weekses ago we heard that sab, miller's bid to buy heineken was turned down by the dutch-based brewer, but the very next day we got reports that anhaeuser busch inbev was in talks with various banks to talk about the acquisition of sab, miller in what could be a $122 billion deal combining the world's number one and number two beermakers and how do we play a possible merger between inbev and sap miller? i think there's one company that comes out ahead no matter how things play out and that's molson coors and the aptly tickered tab for all you home gamers. how do they have an inbev's attempt to acquire miller? their let me lay out two scenarios for you. suppose it succeeds in buying

sab miller. in that case the regulators won't let these two titans merge, and otherwise the deal will be too anti-competitive, when inbev bought grupo model onto constellation brands in order to pass muster with antitrust. that's the deal that made us fall hard for constellation brans and we've been behind it as a risk beer and wine play and it has been dead right to do. as i said for today's weakness and what would the sab miller sell some sab is a venture with m orc lson coors which includes coors light and miller light. i'll bet the combined company, bud and sab will have to sell their stake to make the merger happen. the only logical partner for the position in coors is tap! and then there's the scenario, too. suppose sap miller doesn't want to be acquired. do you know what would be a terrific way to fend off a

hostile takeover in you guessed it. you buy coors. even it if all of the merger talks goes back to nothing and the company has terrific fundamentals. let me walk you through each of these outcomes so you're prepared when the stocks go down if we get another vortex move like we've had the last couple of days and first is what happens if they agree to merge. like i said in this situation, i think the justice department simply would not allow this deal to go through as it would be structured plainly unless sab divests itself of the 58% stake in miller coors joint venture that it owns. we know that ab inbev controls 47% of the u.s. beer market, isn't it incredible and miller coors has 28% which means together they own three-quarters of the beer business in the united states and there's no way that the anti-trust regulators would ever let that happen, even with all those weird ipos or ipas or whatever the stuff is in the liquor stores these days and just like a.b. inbev acquired

grupo modelo they would acquire regulatory on assets. in the majority stake in miller coors, the only potential bidder here is tap which i'll bet they'd be able to buy it at fire sale prices. how positive would this deal be for molson coors? the increase in economies of scale and buying power over raw materials and all which are anything down, by the way. not to mention improved deficiency between breweries and more integrated distribution channels. i think buying the 58%. of miller coors that they don't already own would boost tap's operating margin by an incredibly large 650 basis points and immediately be added to the company's earnings per share not unlike the constellation deal when they got the corona and modelo. mo molson coarors which might b hard for the company to swallow. they'd have to pay with some

combination of debt, which is still low and the debt's not expensive and equity and even with the possible dilution and being able to own all miller coors and that would be so terrific for tap's earnings power. say sab miller wants to remain an independent company. they have no desire to be gobbled up by ab inbev. one sure-fire way to scuttle a takeover offer is to make a bid for coors. $98 a share still works for coors, and that's a 35 to 45% premium. even if you take ab inbev out of the equation it would make sense for mill tore acquire molson coors and this isn't the way to fend off a hostile takeover and again, you have the benefit of combining full ownership of the miller-coors joint venture under one roofer. the buying company would take a share in canada and expand it in

mexico and it would have a more selection of high-quality brands and not just coors, blue moon, not one of my fifes and people do like it and international brands which i've never heard of, and sterile prayman. and both of these scenarios would try to make a bid for sabmiller. suppose they don't. molson coarse coors is capable of making overseas and good-tasting beers like coors light. my drink. partial speculation that tap might be able to buy out s&p's stake in coors. it's an attractive buy if it pulls back on market-wide weakness. beer is the kind of thing that people don't tend to cut back for in hard times and they go nuts for in good times. with inbev contemplating an acquisition of sabmiller, i think the winner of the

potential consolidation is molson coors. whether it fails or doesn't even try, tap deserves to go higher. you know the rules on "mad money qwest ", i never recommend the stock if the fundamentals are no good. why don't you go crack open a cold one and do some buying. curtis in north carolina. curtis! >> jim, jim, boo-yah from north carolina, buddy. how are you doing some. >> nice. how about you? >> i'm doing good in a tough market here. thank for having me on. i really enjoy the show. i'm looking for a winner, winner, chicken dinner with el pollo loco. what are your thoughts? >> we made our money in el pollo loco and we went ka-ching, ka-ching and we rode this one for a gain and say we like jack, okay? we like jack. and we know jack, by the way. profits are on tap and i think this beer company could serve you up some pretty refreshing

returns. even if the ab inbev merger doesn't play out, coors deserves to go higher. there's more on "mad money," biotech that's helping people with m.s. walk better. keep it coming. and sick of the cable guy missing your appointment? listen up, pal, i'm anything off the tape with the company that has the technology to solve that problem. plus, hit me with your best shot, your calls on the lightning round are just ahead. why don't you stick with, yeah, i know you can't twist it, cramer.

how much money do you have in your pocket right now? i have $40, $21. could something that small make an impact on something as big as your retirement? i don't think so. well if you start putting that towards your retirement every week and let it grow over time, for twenty to thirty years, that retirement challenge might not seem so big after all. ♪

in this obviously more volatile market they're circling the wagons in what i call secular growth companies like the biotechs. at the same time, i'm very much in favor of companies that are doing everything they can to help themselves either through acquisitions, breakups and buybacks and acquisitions, you name it which brings me to theraputics, a drug this helps multiple sclerosis patients regain their ability to walk and hoping they'll do things for people with cerebral palsy and nasal spray for epileptic seesh

purps there is a 44% gain, in june of 2012 and it's slightly up from the s&p 500 during that period. for more of the year the stock is basically trading sideways and that is why i was so grat y gratified to learn last week for $525 million or to snag the leading drug candidate and a promising inhaled dry powder formulation that helps aleleviae the symptoms of parkinson's disease, not only does it address an unmet medical need and that's often the right time to buy. let's check in with dr. ron cohen, the founder of therapeutics. good to see you, sir. have a seat. this is a game changer and i'm trying to figure out how great it is. my work says it could be 500 peak market. the most it could be is 50 to 100 million in sales because it's such a generic market, who

is closer to where you think it will be. >> there's some disagreement among the analysts, but several major analysts came out with numbers higher than what we had and what we told everyone is we believe it will exceed 500 million in sales in the u.s. alone. >> and you have the rights and this one you kept all of the way. >> that's correct. we have worldwide rights to this one and we're very excited about this because it's unusual to get a game-changing potential therapy for a neurological disease and one as terrible as parkinson's. in this case, they have an inhaled el ddopa, a standard of care for people. people with parkinson's take it, but it's very variable in how it works for them so at any given time during the day they can go into an off period where they literally stop being able to move. they stiffen up, they can't move, they could be that way for an hour and it's just a terrible disruption to your life, right? this is a way of rapidly giving

yourself a booster of aldopa which you can't do in the same way with an oral pill and alleviating these off episodes and you can get up and do what you want to do. >> i know from studding other drugs that the fda is always afraid of putting something in the lungs that doesn't belong there. is this not a longer term project than some of us who were hoping for something next year? >> you're absolutely right. the fda is especially concerned and careful about inhaled therapies. what we loved about this opportunity is it's been in development for 20 years, and it was originally worked on by wo bigger companies, alchemes and eli lilly. >> he came on the show and talked about it. >> they administered over a million doses and for commercial considerations they stopped that program, but there is more safety data and more experience, i should say with this inhaled therapy than with most any other

that's been around. now, that doesn't mean we don't have work to do. it doesn't mean we don't have more safety studies to do, but we took a lot of encouragement from the 20 years of hard work that went into showing that this is a viable technology for delivering this drug. >> this is a company that was on the path to come public. when i see some of the excitement we've been looking at, i see some of the excitement in the ipo market i wondered why this company was willing to sell to you rather than get what might be a very big valuation in the ipo market? >> right. >> you know, this is what i put under the heading of the art of the deal. we had followed this company for over a year and a half and we had studied them carefully and a long time ago we thought this was going to be really exciting, but for various reasons we did not pursue it beyond that. once we went out on the ipo roadshow, we were in a position where we felt we could make an attractive offer to the venture capitalists who had funded them privately and if you're a

venture capitalist, you can can take a nice return guaranteed or any public, be locked up for six months and take a risk that the market will not be there. >> and feel the other biotechs were down huge and they won't be able to sell at that initial price. one last line of inquiry. some of the more neutral analysts are saying that they peaked and we've talked about off and on about the incredible results that could be out there for stroke and others besides m.s., coming along? >> we'll start a phase 3 studiy for post-stroke walking deficits. >> if people want that where do they go if they want to be part of the stud. >> they can go to the akorda.com website and we should be starting this trial by the end of this year and they can go to clintrials.gov and look up acorda and it will have a list of the sites and they can go to the websites akorda.com and they

can get an email address to get information about where to sign up. the whole street is misjudging how big the market is the whole street as they have misjudged you and your company at times. >> that's dr. ron cohen, president and ceo of acordaer this putices and yes, i like this stock.

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the light ming round on cramer's mad money -- [ indiscernible ] are you ready see daddy? the time for the lightning round on cramer's "mad money." let's start with jill. >> boo-yah, jim. >> boo-yah. >> i am in a world of hurt. trn. >> the railroad companies and oil companies are fighting a new regulation that says we have to do the new rail cars and the stock is coming down from 51 right down to 41, and you know what i think? i think it has three more down and maybe no more than that. i do think that trinity is

oversold. bob in california, bob! >> hey, jim. got a question for you about lts, but first i've got to tell you, i love the show. i'm a longtime viewer, first-time caller and a great big boo-yah to you. >> thank you very much. these shows -- man, i was up early to write this show. it's hard. what's going on? thank you for that. >> i'm buying lts since $1.14 when i first noticed the insiders were buying a stock. a large round of insider buying recently took place at $3.50 right before it it moved to the $4.25 range last week. jim, i'm using a site called insidetraderpro.com. >> right. >> it's a subscription service for real-time data for insider trading? i think it's an interesting situation, but it's a speck, okay? because some of the highest quality financials are going down and it's unlikely that

they'll have big runs here. as long as you understand you have to take some profit and let the rest run, i am blessing it. dan in california. >> hi, jim. i've been onboard since kudlow and cramer. >> yes! >> i want to hear buy and hold strategy regarding berkshire hathaway. >> it's a real easy call. here's what we're going do. >> buy, buy, buy! >> we're not going to sell anymore. >> i think those are worth thousands ever words. >> how about kirk in california? kirk. >> cramer, boo-yah. >> boo-yah. >> cramer, my stock is globalstar, gsat. the satellite phone. >> there's some rain going on in this stock. i have been working on this thing. there is some sort of weird raid going on, and here's what i promise you. we will get to the bottom of it because what i like and what i don't like is told on this show. i'm doing work on gsat and you are owed an explanation and i am

working around the clock to find it. let's go to bill in new jersey. bill? >> hi, jim. this is bill from flemington, new jersey. >> hi, bill. >> what are your thoughts of of energy 21. >> it's the worst stock i've been associated with, i have to tell you, because john shiller seemed to be on the rig and the stock is down 58% and that's not a two-for-one split. i don't know, man. they've got to be in there doing something good soon because it is just a horror show. i don't know any other way to put it. it's not about friends. it's the money. greg in connecticut, greg. boo-yah, jim. >> boo-yah, greg. your take on intel. >> intel's fine. i think brian is doing a good job. the stock's stalled right here and intel has a higher quality than micron. let's go to david in california. david? >> boo-yah, cramer. i would like to get your take on

vmware. >> i would like to cool it for the a little bit and i want to see if amc will get a bid and i don't think it will. i'm a little nervous. let's go to rod in georgia. rod? >> rod, you're up. >> this is rod from georgia, home of the atlanta falcons. >> that could be a tough game this sunday. >> huh? >> i think you could have a tough game this sunday. i'm just putting it out there. >> oh, okay. well, it will be your opponent in the nfc playoffs for pill fill. so, my question for that, i was in the grocery store the other day and i noticed that the private label competing products with lightwave. >> that's an interesting concept. i have to tell you, rob, it still has the great franchise, but let's agree to this. the stock has been so red hot, so red hot that i actually am willing to see -- i would like

it to pullback to 32, 33 before i pound the table. it has been a little too hot for me. maybe i missed the nextly points and maybe i don't. let's go to eric in california. eric? >> yes, jim. thanks for taking my call and my stock is lci. is it a buy, sell hold? >> no, i like that company and i think that's a good situation. i need to go to jennifer in orc high owe, please, jen. >> jim, it's good to talk to you. can you tell me whether to hold, sell into profit or buy more of gilead which is about ready to roll out another hepc drug. it's two-thirds the price and has a higher cure rate. >> there was a good piece of research this morning and i read about the idea that they might be moving something into the hepb. i will tell you i do prefer celgene to gilead and that, ladies and gentlemen, is the conclusion of the lightning round! the lightning round is sponsored by td ameritrade.

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>> sometimes if you want to get an idea of what's happening at the cutting edge of a given industry, you have to go off the tape and check in with privately held companies that are at the forefront of real innovation which brings me to service max a private cloud-based provider of field service management software and companies that need to install, maintain and repair the machines located at homes,

and hospitals and their platforms allow companies to have equipment out in the field doing workforce optimization to advanced scheduling and dispatch and parts, logistics and depot repair and install basement maintenance. if your company has a sales force that's on the move, to invoice your customers. and hot consumer gadgets and not gopro and this cloud-based software has the potential to deliver explosive growth and the service max and the field service management space is one part of the cloud that sales force.com has no real involvement in which means there is room for a player like service market to ref looigz losingize with the cloud offerings. pitney bowes and pentair among others just raised $78 million. so let's take a closer look with david, yarnell, the ceo of

service max to earn company and where his industry as a whole is located. welcome to "mad money." have a seat, thank you. >> we are all familiar with pitney bowes because we've had mark on and he's been a terrific guest and it's a great company. what do they do now? >> what they had was an erp solution. >> an enterprised solution and heavily customized and not functiona will and the reps were having a tough time that they needed to record on their jobs and they needed a flexible, new solution that would allow their news organization to grow revenues and there had to be someone who resisters and someone whose system it is who made it so that there's a competition to service max. >> i think we benefit a lot from the move to the cloud. as you know, there is a massive once per generation move to the cloud and we're benefitting from that especially being on the sales force platform that benefits a lot and it benefits us a lot.

>> i'll use chatter, and i'm trying to figure out why can't mark bantiov, founder and chairman of kr -- and i can get chatter to do exactly what they're doing. >> there is a lot of detail pufrngzality and there's a lot of data and inventory data and the whole tracking of an installed base which is incredibly powerful and incredibly detailed. you're tracking technicians and you're tracking their capabilities and you're tracking schedules and logistical transactions and there's a lot in field service. >> you cannot use chatter for that. >> okay. coca-cola, i've got guys delivering stuff all over the world, you know, this machine may need it and this machine is employ tee and this restaurant doesn't have it it. how does service max change that for them? >> it's beautiful. these iphones all across europe are using iphones with service max and they walk into a customer and they know exactly what the customer has, when it

was last serviced and they've cut their administrative time by 50% and because they have all of that additional time they're able to go to a customer like mcdonald's and say, hey, listen, we're doing a great job on the fountain machines. how about if we service your coffee machines and fryers. so it's generating additional revenue for them. >> i got it. okay. now when i see things like this, and this is one number i always worry that it's a little high, but in the united states there are 5 million field technicians maintaining machines that keep the world running. is that what you would call the total adjustable market? in the u.s. that number straight out of the bureau of labor statistics database is almost equivalent to the number of people in the sales force of the u.s. and outside of the u.s. the ratio is reversed and in terms of the global market there's more than 20 million field service technicians around the world. it's a massive addressable market more than $15 billion, we believe. >> we were also very close to dupont and you had miss coleman

on a bunch of times and i was trying to figure out where in dupont the service max lies? >> the division we work with is the printer division. they're servicing printers and there are a lot of companies, procter & gamble, for example, has dispensers of soap that they have field service technicians. >> that would be you. >> yes. ? so the last thing is i mentioned the series issue, and i know that you're a private company and i don't know your financials. i just know about the revenue, but what i'm trying to do is to get people if they're excited about your company, might one day if it does come public know something about it. when you did the series, e, was there any sense among investors that one day you would be public? >> so last year i had a customer event and one of my customers got up and talked about implementing service max and what he said is having a field service organization without having service max is like owning a doughnut and not having

glazed doughnuts. i want every ceo of every manufacturing company to hear that story, and being a public company some day will help us do that, but i'm not going rush it. i'm going to do the right thing for our customers and for our business and the reason we raised the money that we raise is so we have the time to invest in customer success and the right products for our market. >> there's a man by the name of jack ma who sat next to me on "squawk on the street," who said the same thing and it's a successful company. he's the ceo of servicemax. remember, if you know more about it then what happens if it ever does come public, look, i've looked into this and i'm interested as opposed to saying it's a hot deal and i want a hundred shares. it doesn't work like that. stay with cramer. we help forward-looking companies run better and run different - to give your customers every reason to keep looking for you. so if you're ready to see opportunities and see them through,

we say: let's get to work. because the future belongs to those who challenge the present.

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you can use that to pick up what i had in the beginning of the show because those are the names that fit at this very moment and are okay to start buying. there's always a bull market somewhere and i promise to find somewhere and i promise to find it for you on >> narrator: in this episode of "american greed"... he's a consultant to con men. >> the greed, the greed, american greed -- you want to talk about american greed? the american greed was... without boundary. >> narrator: the brains behind one of the largest scams in history. before it's over, he'll lead federal agents on an international chase, changing locations and identities. deal maker shalom weiss doesn't hide in the shadows. >> the guy is such a flamboyant character. he's big and he's bold and he's brazen and he's loud. >> he was attracted to lights, women, music, gambling. >> narrator: are these the fatal attractions that will do him in?