but for a trade netflix right here. >> i'm melissa lee. see you back here tomorrow at 5:00. more fast money. meantime mad money with jim cramer starts right now. my mission is simple. to make you money. i'm here it on level the playing field for all investors. well'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 and i'm just trying to make sense of the darn thing. my job not just to entertain, teach. call me at 800-743-cnbc or weet me @jim cramer. how are you able to mount a rally off the lows almost right into the bell.

what's really happening behind the scenes on a day like today where the dow plummeted, 128 points and the nasdaq declined, nice rally there, .28% which was quite a rebound from the lows versus the dow down 460 points in one point and still representing another assault in the market's psyche. you know what some today's action had less to do with the fundamentals and more to do with how big hedge fund react to a sell-off. you will learn something tonight. this bruising was about the flawed mechanics of the market. what it's really like in the trenches of the session so to speak. fortunately, i've lived if had those trenches. let me tell you, on days like today it is nasty as all get out in there. in fact, you need to understand just how much pressure the actual sellers of merchandise can put on your stocks because at times like these, it's these sellers who control the the action that hurts your pocketbook, not the actual performance of the companies themselves that you own shares in. first, why don't we do this?

let's revisit and go back in the time machine 24 hours ago beginning after the close of yesterday's trading and we've been given a nice, upside surprise. these two companies, the largest semiconductor maker in the world and one of the big three rails give you a remarkable read on both the national and global economy and that still matters, people. i found myself truly liking the intel quarter despite what you might have heard analysts say. personal computers and tablets and both of which showed strong growth again, contrary to what you heard and intel's minting money. almost all lines of cargo were strong and even coal, a very positive outlook. i actually left the office feeling kind of good given that today has always been a day on the calendar that takes its cues from the earnings of those two companies last night. sure enough when i woke up this morning and i woke up at hideous hours the futures looked flat. particularly asia.

al as, that was at 4:20 a.m. to adjust the fantasy football lineup and something i quite can do too much of. >> after a quick workout, i came back and what happened? all hell had broken loose. remember, i have a checklist of what has to go right in order to get an investable bottom, investable, and not tradable. it was almost as if fate took the list and turned it upside down, upside down with pain. first, rather than ebola being contained, a second health care worker contracted a disease, and i saw a tweet of carl quintanilla and said that's it. that in itself sent s&p futures down and then out of nowhere, a very good drug company that was trying to take advantage of the tax aversion rules let it be known that it was close to dropping its bid for shire, an acquisition that would be very

attractive both for fundamental and cash-driven reasons. shire, and then everything fell apart. you have to understand there were many arbitrage firms that buy stocks of companies that have been taken over in order to make a little bit of money to where a deal is announced and when it closes. hedge funds had borrowed billions and billions to buy the shire and a deal they almost certainly expected to close and why not? it reiterated at the end of last month that the transaction would close. with the drooel deal breaking down, you can expect colossal losses by those hedge fund owners and judging by the price of shire down 30% in one day. we got them. shire's a terrific company and they felt the treasury department's new rules made the deal unworkable for agve. the firms that lent money to the hedge funds and the brokerages that lent money to hedge funds and they call and say, listen,

you have to put up more collateral because the asset you borrowed against us is falling apart. these are very clinical phone calls and no cajoling and just send all of the money in and we'll send everything to raise. i've been on both ends of these calls and they sell anything that's not nailed down to stay in business. that was the push down. that was the 400. sometimes so many funds are involved with these deals that when they fall apart they can take the whole market down and stay down. on friday, october 13, 1989, the fact they remember this and let alone they traded in an almost 7% decline because of the deal to take united airlines private that broke down. i remember it well since karen cramer and i bought a ton of stock of my old hedge fund. at the end of the day, quarter to 4:00 because we knew how it worked and the margin calls i made as a broker there and unfortunately, some of the margin calls i received when i ran my hedge fund. i knew there was nothing

fundamental wrong with the economy back then and it was worth buying. we made a ton of money by picking up the pieces and going home with them. that's exactly what kind of happened today after the margin clerks did their butchering which ends a few hours before the close because the margin clerks are not allowed to end the end of the day, but the rally couldn't hold this time and wasn't that widespread because unlike 1989, all is not that well with the economy. we know that because interest rates plummeted throughout the day that things aren't well. you know what it does? rather to say time to buy a house, it it freaks people out because the people who own, the stocks think holy bondsman. the interest rates wouldn't be plummeted in the economy was getting better. when you lump in the price of oil with the retail sales that you got at 8:30, you get a picture of economic activity screeching to this kind of halt. and that causes many sections to

get clobbered. >> the industrials get hammered, but so do the financials and with visions of ebola dancing in our heads we envision empty planes and empty malls. while shire led the hedge funds down that the economy might be doing better. they got crushed, too, and they were just hopeful. it looked like we could rally mid-morning because everything seems so overdone and oil was going higher and midday we got the incredibly terrible news that the second stricken health care worker had actually flown on a commercial plane and we realized once again that we have no real protocols in this country for handling ebola. now we have to wait another 21 days to find out who, if if anyone, was infected on the plane which may be hard to bottom until we get past tleeft-week period. we saw a total breakdown of travel and leisure stocks 18 anticipating cruise line and theme park cancellations and a number of cuts which i believe

will start -- tomorrow. oh, ask then at 3:00 p.m. the market tried to mount another advance only to be whacked by walmart which cut the growth forecast. this was precisely the kind of stock that was supposed to be working because of lower gasoline prices. >> so much for that. with all margins selling out of the way we took a run higher and it was hit by the hard-hit transports and oils and talk about hope. that, too, ended up failing and health care and safety stocks that yield more than 3% and that's why the nasdaq was down more than a quarter percent, but if you go over the list of what needs to happen before wee-b b m bottom, give me a break. we're not there yet. ebola is anything, but under control. they knot worse. the stocks haven't had gains. netflix might have changed that game tonight. oil hasn't found it's footing, game on. didn't get many beats in raises

and the charts are in at that timers and china is doing nothing good and isis still on the move and now we have the breakdown in the big levered hedge funds that have to run its course. my conclusion today was a mild positive. we are still oversold. i see bargains, particularly in higher yielding safety stocks that benefit from lower raw costs. i'll trace out some longer term set of positives after the break. i don't want to be too bleak here, but the bottom line is we'll see more selling on the next earnings report by tonight's stinker from netflix or the next ebola victim or the next saber rattling and the market is guilty until proven innocent and remains treacherous until the larger issues are ultimately resolved. harvey in oregon. harvey? >> boo-yah, jim, from ash lanla oregon. >> also the home of southern oregon, man. beautiful town. >> that, too. it's terrific. you have to get on that stage

for us. >> and i'm going to. what's up some. >> listen, i craned manitowak up to $33 and mefr sold a bit of it. >> ouchy! >> should i hold on to that? >> united reynolds reported good numbers tonight. and manitowak said things are bad so they're not going to say things are bad again. you're going on get a little bit of a lift and i don't want you to give up on the stock and it is too darn cheap. jeff in north carolina. jeff this. >> hi, jim. >> what's up? >> what's up with the volatility of the current market movement. do you like gld? >> yes. ! >> what percentage of my portfolio should i -- >> because it's important to hedge. i do have an ira because i had it before things were going on, and i own one of those gold funds and it's been crushed to smithereens, and was tempted to take a little bit more and put it it in there by the end of the year. spray to. richard in florida, richard?

>> good afternoon to you, mr. cramer. >> same. >> thank you for what you do for us home gamers and i want to ask you -- especially short term long-term because of it it. >> people will sell that stock, but they're not going to stop going to the theme park. yield is 6.9. the stock that is going down rapidly is disney. you know what? believe it or not, i think disney will be going to the disney theme parks within five years. maybe that's the place to be. i do see bargains, but unfortunately we have more selling until we reach not a tradable bottom and an investable bottom. we will get through this together. on "mad money" tonight it's been a wild ride lately and while we could see more pain ahead i have my eye on stocks that could soar after the smoke clears. are they too cheap to ignore it? don't miss my take. it's called sales force to come back to earth. is now the time to take your

portfolio to the sky? stick with cramer. don't miss a second of "mad money," follow @jimcramer on twitter. have a question? tweet cramer. #, mad tweets. send jim an email to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something some head to madmoney.cnbc.com. so i can reach ally bank 24/7, but there are no branches?

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all right. here is the operative question, how low can oil go? i think everything overreacts and overshoots in a panic and that's what's happening right now intraday. let's deal with some facts. there are a lot of oil sloshing around at the moment all over the world. we have saudis pumping oil when they normally would be cutting back production to thain price. it helps to blunt the country's march toward energy independence so we don't need them. it seemed a heck of a lot more achievable. they dramatically increased the output because now that isis is

besieging baghdad and iran is now our friend, but true. they'll be putting up a mass amount of oil and of course, we have the united states anything full bore, adding more than a million barrels a year and much of it stuck in this country because of a 40-year-old ban on crude oil exports. in short supply, everwhelming demand and there aren't enough oil tankes to stash the stuff. they are trying to stash. can oil trade in the 70s? the ceo of continental resources, the largest player in the shale didn't exactly rule out more down side, but he doesn't expect oil to stay down. listen. >> are we in a situation where we could see $60 oil? >> no. i don't believe it, in pacfact, believe oil will be back at $90 before we know it. >> the biggest liquefied oil in america ruled it in.

>> some companies are clearly concerned that the price of oil could go dramatically lower here. >> i think it could. >> you do? >> yes. >> really? >> yes. >> do you think it can go to 70? >> yes. maybe even lower. >> dr. doom of oil. oh, boy, we could split the difference with $81 today. let's put it this way. the charts tell us the smallest decline is in the cards. carly garner, the technician who told me everything would any higher said we would bottom at 77. none of that reassuring although he thinks it's gone right back. here's the thing. much of the additional oil we're expected to produce will be cut back in this country because by flooding the market the saudis would kill the drilling programs and they might go bust. many of the prospective pipelines won't be built because the producers can't pay the bills. eventually the saudis will reach a price that's not tolerable even to them.

storage space comes on and refineries that have been closed will open. hey, that does happen, but the process is not an overnight situation. the blown-out speculators are going cause a short-term the bottom. they did it in 2008 when they were crushed and they'll do it again. that's what happens. it's the mechanics of the market and i'm not a bull in oil. these stocks can fall further after today's anemic rally. the same people who thought oil was anything through the roof now think it's falling through the floor. i find that encouraging. oil is cheap and does ultimately gets used. countries that are oil starved and switching fuels to other ones do switch back even if you don't want them to. big projects get canceled when they were in the indonesian facility, and putin did cut drilling on some of the largest fields on earth because of sanctions. they do correct back, but not until they overshoot of what should be an oil consumption as they get cut back by ebola fears

and that's what the stocks are telling you. i believe the stocks. there are plenty of winsers from lower oil including the package goods companies that represent bargains to me versus the ten-year treasury and no mead on speculate on a bottom in oil and there will come a time when the majors will be too cheap to ignore and the safe dividends will be a joy to collect as the companies totally have a wherewithal to pay them. let's any to mark in california. >> dude, what's up? how are you doing today? >> kind of a long day, frankly. how are you doing? >> okay. let me ask you, my stock is halliburton and since i purchased the stock it's been down about pa15%. to me, that's a lot of cake. i don't know about anybody else, but when i look at the stock i see a $6 billion buyback program that's $6 billion, that's a lot of cake, too. also, i see very strong long-term contracts and very good cash flow. what do you think i should

expect when i report earnings on october 20th and i want to hold long term and not panic, but how do you consider is long term some. >> mark, the operative question is the long term because i mean, short-term is not so good. short term frankly, if you're halliburton you can't make a determination of how many of your projects might get canceled by your decline in oil. they have brought back a lot of stock and they shrunk the float by 70 million over 922 million in three years and that's not that trons trous. i will say this. i think oil will go up and i think you'll be fine, but you might get another 5%, 6%, 7% dip. mike in new jersey. mike. >> good evening, jim, how are you some. >> i'm fine, mike, over the years. please give me some information on energy transfer partners and what do you think of the mlp sector. >> it looks like to me that the hedge funds that were long these

stocks and borrowed money have been margined out. i like etp. i like enterprise, too. e perk d. >> all right some those are good ones. no need on speculate on the bottom in oil and there will come a time when the majors are too cheap to concern. much more "mad money" ahead. ebola, europe and oil's declined and will not get settled overnight, panic never helped anyone make money, don't miss the opportunity to make money in the chaos and can can the cloud help you weather the storm out well? i'll talk to the ceo of sales force which was up today from the annual dream force conference in san francisco. plus, there weren't many gamers today and i'll introduce you to another stock that wasn't swayed by a sea of red and it was a safe one. stay with cramer.

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there are wo ways to look at this market. you can view it as a place of tremendous havoc for everything is being slaughtered. you can see the bloodletting and the spiral down and the cough-ups. you can smell the blood and say enough, already. >> the house of pain! >> who cares about long-term values being created in that's only for someone who is rich like warren buffett who has real staying power or you can breathe deeply, be mind frl of corporate

profits and take a longer term view in which case, you have to be seeing opportunity. first, let me explain the hideous near-term case and it is hideous and some of last year's rally, and after a bounce down 173 points from a 460-point decline earlier in the day. it isn't better. this sell-off and it was still a sell-off despite the late-day rally is based on totally legitimate short-term fears. the names was slowdown, and the spread of, bowla and the advance of isis and total confidence by a president who seems absent despite the concern, justified or not of many americans that they'll be the ones who will die of ebola. we'll see more cases breaking out before anything real is done. as it's spreading much more easily than we expected and we're much less prepared as a nation than we thought. each new incident and each new plane ride saw the market to go down.

i'm not asking the president to don a hazmat suit and help an ebola victim. i am helping the head of the cdc to put invisible places and make some real rules about travel and waste and protective gear. restore some confidence in the system and confidence that's been destroyed by the poor performance of one particular hospital that could be like a lot of other hospitals. as far as europe goes and it cripples s dribbles to china. if you were force western europe to neuter ukraine. putin may keep that natural gas flowing simply because the plummeting price of oil may mean russia can't a port to stop selling gas to western europe, but we have to presume there will be more bloodshed in ukraine as putin fears nato coming in to surround his country and shut off access to the black sea fleet, right some understandable fear for this man. it's not just the sanctions

that's got europe in a mess. the weakness in the economies of so many countries and something that we thought was past us is something very real. angela merkel is taking a page from herbert hoover who thought the best way to handle a recession was to balance the budget and trying to stem the crisis at the federal level and it was too little, too late. the fed kept raising rates and should have been lowering them. merkel has made it abundantly clear she's not loose edge the reins in her country. she could do so much if she would issue a 30-year bond to build infrastructure and put people to work. she will do nothing before zee to admit she's herbert hoofer in a pant suit. did she forget there was severe development before the third rikt took over. she forgets the economic turmoil that aloud hitler to come to

power, the lessons of germany affecting the rest of the world. meanwhile, we're dealing with the panicked hedge funds and several strategies have backfired all at once. first many of the smartest people in the universe bet that interest rate his to go higher and that the fed had to tighten. remember the conference and now the fed's on hold and we don't have to think about it anymore although people still keep bringing it up. i'm sure we'll find out very big hedge funds had their heads busted today. that's a panic toward lower rates and not higher ones and people were betting that rates would go higher. that's highly unusual. we thought oil had to go up because of isis and other middle eastern turmoil and that were very long at the top and they had to stop the drive toward energy independence and they've done it before and they're doing it now and that provided money to be blown to smirthereens and

the oil-producing stocks and the former happened in 2008. they borrowed money to boost yields and they got blown out. including buddies of mine. i see no support for many stocks and i can't found where they went to intraday today, and maybe they do that at retest. we're in the grips of a tremendous loss of confidence and afraid to give excellent gains of their own recommendation. >> look what happened to met fliks tonight. we don't know what they'll be and it's immense and growing. all right. that's the bearish, near-term case that i'm sure some of you thought went away with the bottom. i'm not so certain because of my unchecked list of things that must go right before we get an investable bottom. now let's look at this market with a longer term, mindful, mind set. when i start using the word mindful it's part of the parlance. first, longer term upon. i really don't care about europe. we lost europe once before.

it turned out to be a remarkable time to buy u.s. stocks. remember 2011 some remarkable. just a terrific moment. if the natural gas gets cut off by putin, it it will happen before, it will happen again, and we can't expect spain to default on the treasurys, remember that? gain for you and gain for the consumer. people are more likely to buy a house this time around because banks are willing to lend more and homes have started to become more affordable and the banks have better balance sheets and some in the presence to cut taxes and the gasoline declined much better than a tax cut and makes every commute better thanks to the money they're saving at the pump. isn't that exactly what pat doyle, the ceos of domino's pays told us last night. yes, 16 states have less job growth and drilling slows down, maybe dramatically if if oil falls to 70. it it can. there are tons of leelthal diseases that are far easier to

catch like ebola that is only spread through direct fluid contracts. and could be that the cdc is finally starting to do its karn job, the consumer from cheaper oil and far exceeds the short-term rate of the stock market that clearly peaked a month ago when alibaba came public. that should be the wrong takeaway and it's the @jim cramer takeaway and the panic of even one more outbreak of ebola and someone struck with here could send us down another couple of a percent. when the smoke clears and it it always does clear eventually, youed need to remember that the american consumers is getting a serious better boost here and the longer tim picture is very good, indeed. yes, i'm saying it, we wished we fought a pew percent down from here. you may not have buffett's money, but you can share the viewpoint. so far i'm with him.

eric in pennsylvania. >> boo-yah. >> i like the b-b-boo-yah. i like pennsylvania. what's up should. >> the markets in general lately, i bought tires. how about goodyear tires and symbol, gt. >> it has come down a lot and you know what? the auto business everybody hates it now so you have to be heroic to buy it. i hate being a hero when the market's going down. i like to be a hero when i've got stocks that go higher. let's call a spade a spade. the near-term of the market is hideous r, damage, massive, but you know what? long term, smoke clears. always does. much more "mad money" ahead including the founding fathers of cloud computing and the the sales force is 20% off its highs and has the market created an opportunity for the high-growth stock? the help for the american consumer with a company that has insight like mow other. after a tough day like today you have questions and i have answers. lightning round, stick with cramer. so ally bank really has no hidden fees on savings accounts?

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at what point in this hideous decline can we start picking at the high-flying growth stocks. and c rshg m, the king of cloud computing and the stock that has made us tremendous long-term gains, it it has peaked.

sales force.com's fundamentals have been consistently excellent. it's just that the stock seems to have gone out of style with the wall street fashion show, but. global growth is slowing, i think it is, usually money managers start circling back to companies like sales forces that can deliver consistently rap growth in a declining economy. it's been hosting the annual cloud, and in the the past it's reignited interest in the sock. can it happen again? the chairman and ceo of sales force.com to learn more about his company's prospects. welcome back to "mad money." >> hey, jim. great to see you. how are you some. >> oh, great. thank you for having, mark. it seems to me that we're in another phase of sales force. since we first started talking in 2008 i felt you were a cloud company. i think that cloud really is just a small portion of your business now, and i think that dream force represents where the company is going. tell us what the company's going

to look like five years from now. >> well, jim, it is dream force in san francisco and we had more than 150,000 people registered to attend this event here. that's just in person. 5 million online. there's been 3 million people who have joined us online for the program. you know all about it and you were here last year and we've got some amazing new products including the new analytics cloud and the applications on mobile devices like lightning and we have a whole few version of the customer's success program. so it's really an exciting time at dream force. >> i think one of the things that's changed again since i met you is the total addressable market has got much bigger and explain to people who are trying to figure out how to buy a growth sock and why is it more important how big it is versus when we used to talk? when we first started talking, jim, which was quite a few years ago now, maybe we'd been a

private company and maybe four years or five years when this year we're celebrating the tenth year as a private company and we see a phenomenal amount of growth over the last ten years and one of the ten largest software companies in the world and we're a sales force automation provider. now we are also offering cut of per service. we're also offering marketing and we're also offering community and you heard that with neil young had week and we're offering an incredible new applications, and at this show we're introducing analytics, as well. >> i want to ask you. last night we had domino's pays on. patty doyle. he was talking about how one day we'll go into our house and we'll say, could you please put on "mad money"? they have neil young, and i want to see that. where does salesforce.com fit in that connected world when we know that voice activates everything and someone has to be making it all work together.

>> well, jim, there's something you have to remember, okay? which is behind every one of those apps, behind every voice activation and behind everything that's going on whether in in your home or in your business is a customer and all those companies that are providing those next generation services and you have them all on your show, well, they've knot a new generation of customer systems behind all of those apps, behind all of those connected products as well as behind their entire employee base and the way to manage all of that customer information is using sales force. it doesn't matter if they're doing sales or service or marketing. just mentioned building community and they need a customer success platform and that's what sales force is offering. >> you spend a lot of time in europe this year. we keep hearing about europe's slowing. >> that's right. >> i have to believe if europe is slowing what they do is put more money into technology and not less. less money and hiring

technology. you've been over there. is that happening some? >> when i was there, jim, i saw amazing growth in germany and you've seen that in our numbers as well this year, and we have here at the show we profiled yesterday and you can find it in my facebook account, coca-cola germ fee. they have sap on the backend, of course, but on the front office it's also sales force and it's also sales force on these mobile devices and their ceo is here and he said they're going faster than ever before in germany because they've rebuilt using sales force as their agile platform and that's what i see in the major european customers that we have, companies like coca-cola, phillips, lvmh, and others. the more they invest in mobility, the more they invest in social networks and the more they invest in building these next generation customer systems and the better they're doing and

the faster they're growing and you can see the growth of the companies. >> that's true and we recognize that dream force is the place where everybody gets together to think about the next ten years. they think about using sales force which is why we've been behind you the whole way. mark benioff. thank you for coming on the show. >> it's good to see you and you mentioned something very important. people are underestimating what you can do in a year and a decade. thanks, j im. and come next year we want to see you back here at sales force. >> so does neil young. people return to growth stocks in a slowing world environment and that's when thai go back to crm. we're in that environment. coupen that in mind, mark benioff, of sales force.com. kth sales force.com. ethat in mind, f sales force.com. ethat in mind, of sales force.com. pthat in min of sales force.com. that in min, of sales force.com.

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time for the lightning round and start with billy in virginia. billy. >> hello. a boo-yah from virginia. >> i'm liking that from the taylor-morrison home. >> lennar is up $1.40. in this market that's not a sustainable advance so you are not going to buy a home builder. you'll get another chance if you really want to, but lennar is the play. jackie in new york. jackie? >> hi, jim. thanks for taking my call. >> of course. >> we love your show. >> boy, you have to have a strong stomach for this market. >> yes. but i like your input on g.w. pharmaceuticals. >> it's a speculative stock and the speculative stocks are getting hammered here and the news was quite good for g.w. nobody cares right now. why do they not care? they're looking for yield and they're looking for safety and that stock has risk, but i believe that it is going have many uses and will matter. let's go to glen in virginia. glen? >> hi, jim. i'm long-retired and living on

dividends and you're helping to keep me afloat. >> all right. i would like to know what you think in this atmosphere and what you think of compressco. >> oh, man. another one of those partnerships that is kind of, you know -- i am going to tell will you that these are now becoming suspect. why are they becoming suspect? because they do services for natural gas exploration and people fear that that's going to be cut back. i want you to be very careful, sir, with that particular situation. how about patrick in ohio? patrick. >> hello, good morning -- good evening, jim. >> how are you? >> i'm just short of perfect. >> well, can't beat that. >> my question is rpm. i've had it it for 28 years. i probably have $50,000 profit on it, and will while i lover t the company, should i shed it? >> this is precisely the kind of company i want to go toward and not lean away from and the

company, should i shed it? >> this is precisely the kind of company i want to go toward and not lean away from and ibm and snapon and the market is not that good when things are good you never get a chance to buy a good stock like rpm. keith in new york, keith some. >> how are you doing? >> i want to know how you feel about right aid. i know you liked it in the past. >> i do like it it, but when you have major drug companies like cvs getting clobbered, you will not see stabilization in right aid, but the transition is occurring and they have a good balance sheet and are able to turn the company and it doesn't matter what speculative stock i talk about. the answer of where it is going is lower. the right aid transition is for rail. don't back away. daniel in new jersey. >> hi, jim. thanks for taking my call. i have a quick question about lockheed martin. right now it feels like it's taking a beating and i was just

wondering if you think it will any back up to the 180s, if not, any over. >> i think you have to think longer it term and i want marilyn on the show and she would be such a fabulous guest. they have a 3.4% yield and if anyone believes the defense budget would stay like this in light of what's happening in the world and i want to buy lmt. let's go to gary in washington. gary? >> hi, jim. i'm wondering about orcpko heal. the ceo continues to buy, and i like the long-term view, but once again, speculation is not working, not now, but it it will. it's not a not now, not ever situation. it's got some time and that, ladies and gentlemen is the conclusion of the lightning round some. the lightning round is sponsored by td ameritrade. go ahead and put your bag right here.

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in this vicious, volatile market do you know what hung in there today? i'll tell you, federal realty and frt, the best shopping center real estate investment trust in the united states. roughly equal for the return of the 30-year u.s. treasury after today's gigantic decline in interest rates. let's take a look with don wood who is a visionary in this industry and hear more about his company is doing. mr. wood, welcome back to "mad

money". >> good to see you. >> good to see you, likewise. >> one of the things that happened since i talked to you last is there's been challenge not to the idea of amazon versus stores, but challenge to the idea that the shopping center has lost its relevance. you seem to recognize that and are doing some things including something you announced today to change the perspective, at least for your group on this issue. >> yeah, you know. first of all, i think really when you hear the internet is killing retail. >> right. >> i think that's really shorthand, and i think it's shorthand for consumer behavior is changing and i couldn't agree more the consumer behavior is changing and i don't think that the two things are disconnected. i think when you look today at consumer behavior what you see are folks that really concerned about efficiency. >> okay. >> they're really concerned about value and i don't mean value as cheap. you're getting something for the dollar that you spend and i also think social interaction is

becoming more and more important. if you kind of think about it and think about the last ten years and where the world has gone and what has happened, restaurants, chef-driven restaurants have done better and better and better. >> personality. >> lifestyle type of things where people don't have to be in their car all of the time and places where they can actually work, where they can actually play and where they can actually shop and maybe even stay in a hotel and live are more and more fruitful, if you will. >> let's start with that because hilton's new end roads and well will abe time when i would think the last thing i would want was to live with a mall or stay with a mall, but now it's kind of abexciting thing. i saw it it in egypt once. i saw it it in central european places, but not here. >> when you talk about -- when you talk about shopping in general and you think about the different businesses, there is no question that the mall business, the enclosed mall business which is a business which is highly dependent upon women's fashions and other

things, too, but women's fashions, that business is a completely different business than the business that we're in. now, we don't have any malls, but all of this has come out and, you know, what's the future of the mall? the only thing i would say and i do have an awful lot of friends in the mall business is i don't think i would want to own the second-best mall in a town, you know, that can support only one. >> right. the shopping center's always been your bailiwick. >> whether it's better or not, when i sit and think about consumers, behavior and where that's going, it's environment and it's a place and it's a real place and when you think about a hotel like canopy and what hilton is doing here, it's a perfect match and what you think of that lifestyle and open floor plan versus what you can have, on a street that is vibrant and on a place where we have great rooftop music venues where we have theaters and luxury

theaters and great shopping and great restaurants, together, that all seems to work. >> okay. all right. you mentioned that people like social contact. we know people gather. you and i have known each other a long time. i think it's okay to ask you this. >> anything you want. >> when we have an outbreak of ebola or sars because you've lived through everything, sars hurt the shopping business. in all your reports you always say the same thing, i don't care about the day to day. is this a day to day issue that you can care about, but you also have to think that it's going to be solved? >> well, i do. i do. first of all, the ebola breakout, it's just devastating. it's a terrible thing. i'm glad i live here and i'm certainly we live in this country and with what the cdc and the health care providers have to take care of themselves when they do that. you can bet it's job number one. >> is it a behavior changer? >> i don't see it as a behavior changer for any long-term period

of time. we talk about this a lot, jim, the idea of us being in the real estate business rather than in the reail business means we look at things over the longer term. >> which is why that yield is safe and which is why you've been honest the the whole way. >> let me say one thing to you. it's been three times in a row i've come on this show over the last couple of years where the market has died significantly during the day today or it's been volatile. i want to apologize to investors all over the world because it can't be a coincidence. >> it is you. i don't want to see you again, maybe on hump day. it's don wood, president and ceo of federal realty investment trust longer term. hey, that's an idea, isn't it? stick with cramer.

you know, right now i am saying the speculative stocks are are not a great place to be and how do i know that? because netflix is down more than a hundred bucks and that's the classic case of a cult stock that has to give up the ghost before we get on an investable bottom. we had a tradable bottom and today, and that's all it was. you know how i peel. you know the dips are not to buy. i feel the rallies are to sell

until the risks go down because my checklist which i'm going to feature almost every night until it's checked off is met. i would like to say there's always a bull market somewhere and i promise to find it just ue lemonis: tonight on "the profit," courage. b is a family-run clothing company with seven stores across the country, but they have stumbled badly over the past two years. lousy decisions... noemi: i never approved this design. -nicolas: you approved this. -stephanie: are you kidding? lemonis: ...and poor execution... i just see cash. ...have put the company in a deep financial hole. that's created a ton of family drama. nicolas: you want all of the accolade without doing any of the work. lemonis: if they can't figure out a way to iron out their differences, there won't be a business to fight over. stephanie: nicolas, i don't want him to walk out that door because of this. lemonis: my name is marcus lemonis, and i fix failing businesses. i make the tough decisions.