next week we have earnings. july 14th i believe. >> so many things wrong. >> i know i'm glad. >> it holds and buy the stock. my seat. >> i'll see you tomorrow. in the meantime "mad money" with jim cramer starts now. somewhere. "mad money" starts now. >> hey, i'm cream. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm just want to make you money. my job is not just to entertain you, but to educate and teach you. so call me at 1-800-743-cnbc. or tweet me @jimcramer. i found myself shaking my head in dismay this morning, "squawk on the street," as the dow

opened up 250 points. it's not that i want stocks to go lower. you know that. i just hate it when people buy stocks up huge and then get picked off by a gigantic move that should never have occurred. as the average gave up almost all of their gains, closing up 33 points. the s&p climbing 3.2%. nasdaq advancing just 0.62%. the severe retreat made much more sense to me than the up opening because it was based on nothing that has happened here. and therefore zero staying power during the day. i get upset when i see that we're taking our cue from the chinese stock market. and when they rally, we open higher? well, the sellers come in knowing they have been given a gift, the gift of higher prices for all stocks. a gift that is frankly undeserved. the only difference this time we had to be wear of chinese bearing gifts, not just the grifts. it's this infuriating setup with the dollar and interest rates were going higher.

we know that those are both poison to stocks. well stocks were still climbing anyway. that's got me peeved. the other day on twitter someone asked me what do i mean by a bad setup? you keep mentioning setup, setup. i said if i could answer that question, but let me try to give it a try here. i'm talking about a stock market that is being driven by forces beyond the control of most ceos who run companies. and those forces are almost all negative, not positive. here we go. number one, right now if we get some piece of economic date that that is too strong, we immediately hear from some fed official who says rates must be raised no matter what. that can stop any rally in its track. anoising force number two. the inability of to solve the greeks me. five years of failed austerity. the germans are still demanding more of it. you have got to admit it is a little bit insane. well were supposed to get a greek resolution two weeks ago. last week we were supposed to

have a resolution after the results. nope, more negotiation. now we're supposed to get a resolution this weekend. i'll believe it when i see it. the longer the greek tragedy drags out equals sell, sell, sell. i'm hearing they may or may not have set a proposal which may or may not be rejected which may or may not lead to a decline in the european forces that will hit us from the get-go even as the mere mention of a greek proposal caused our market to have half hearted rally in late afternoon and then quickly and correctly wilted. annoying setup number three. china. i've been worried that the woes of the chinese stock market weren't being talked about enough. have i my own proprietary indicator. despite the hideous losses two days ago, it didn't merit. i did feel gradified when it was the lead story in today's "new york times." still, we're now in the world where the stp futures which pretty much control trading on a minute to minute basis they're now moving in lockstep with

china. this is nuts people. it's like tokyo in 1988 did the same thing. i can't believe that last night i was out with a bunch of portfolio managers and we were all glued to where china would open. it looked grim at 10:00 p.m. but then the chinese communist party finally seemed to strike fear into the hearts of sellers, especially malicious short sellers [ gunshots ] barring big sales by companies and individuals for six months. you know what they did? they basically criminalized the process of betting against stocks. that momentarily declined the stem. making us kick ourselves for not dumping everything into this morning's ludicrous opening. now you hundreds a setup. what can you do to protect and defend your hard earned capital? how about buying some stocks in companies that are well run. let's start with the most glaring positive. walgreens. gigantic worldwide drug store chain. you probably shop that i do. the stock closed $3.64 on the

day. got the big call from activist jana not that long ago and chose to merge with alliance boots. it changed management now being run by a seasoned guy, this guy stefano pazina who has been delivering unbelievable results. charitable trust has walgreens. we're thinking 87 sense, $1.02. keep guidance in place? no huge guide up. some of the highest i've seen other than ulta. and with that walgreens becomes a place to go when the market makes one of these sickening pirouettes like it got today. but you say thanks for nothing, that stock was already up. how about pepsico? that fell today despite delivery. still one more fantastic quarter with excellent guidance. very strong organic growth. kind of like the new products i don't know if you get the doritos roulette. how about these? doritos jack. these are always drinks i like to have right before i go to sleep. mountain dew sangrita blast.

and around 11:30, this is what you take you. don't have to go to bed at all and next thing you know europe is open. then the strangest one of all. one i wholeheartedly endorse. john ledger from t-mobile. i know john can be quite shocking as he was this morning on squawk where he reiterated that verizon and at&t were dumb and dumber or maybe at&t and verizon were dumb and dumber. and he is taking customers left and right from sprint. t-mobile add 2.1 million net customers, up 41% from last year in the ninth consecutive quarter with over one million customers gained. frankly, that's amazing. today all three of us carl quint knee that, davis and i took turns asking had gotten too outrageous in the criticism of his competitors with antics like calling stevenson #randall and saying he spent $4 billion for loser cell which meant to be

nextel mexico. or you may have broke tweet or sherman underscore 24. dismissal disparaging comments made by the ceo of sprint about ledger's endless hectoring of the yellow school bus that he says t-mobile has now left behind in total subscribers. no, he said that's not true. i talk speak, and behave like my customers and employees, he says. it's just that he is not a weddings and funeral ceo. fortune 500, wedding and funerals ceo. tons of them. what matters more than anything else is wall street loves growth which is why t-mobile is up 44% for. dumber verizon is down. believe me mr. magenta is not getting kudos just because he is the most entertaining exec in the industry or any industry for that matter. it's because he is winning for customers and shareholders. i'm okay with that. here is my bottom line. i hate up openings when the setups are fluid and negative. and if we get them, you need to sell, not buy them. trim, trade, i don't care. but when the chips are down you have my blessing to buy

walgreens, pepsico, and t-mobile with the ceos who seem to be able to deliver in any environment. mike in illegal immigrant, mike! >> caller: happy thursday, jim. >> yeah man, what's going on? >> caller: not a whole lot. just watching some crazy things happen in the market. >> yeah, give me an a sense of what you're talking about. >> caller: all right. so primarily in the tech space, i had a question in regards to microsoft. >> yeah. >> caller: i purchased some last month as an alternative to apple, and i'm wondering if yesterday's announcement regarding job cuts primarily in the phone space, should i see that as a positive? >> yes. he is taking major action. he's got to clean up what steve ballmer left behind there is an awful lot to do. he is doing it right. i got to tell you i like his actions. would i buy the stock? i think it's still too pc related although they've got a lot of cloud. i got to tell you, his actions are bold afnld that's what is needed. everyone loves an up day, but

not an opening, not in this market. the setup is still negative. it's cautionary. so use it to sell when there is a big rally, not buy. and when the chips are down look at walgreens, pepsico and t-mobile. coming up on "mad money," want a stock that can weather any storm? i'm going to give you some of my favorites that are still going strong. and i'm going to look past the numbers. key takeaways hidden inside the report, coming up. plus, it's merger madness in health care. but it is short-lived? find out if there might be more a-coming. stay with cramer! >> don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer #madtweets. send jim an e-mail to madmoney.cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

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every so often, we get hit with a nasty confluence of negative events that causes the

entire market to sell off as a whole. we saw it last fall when worries about the ebola outbreak spread and the free fall in oil prices caused the s&p 500 to plunge nearly 10% from late september through mid-october. that was ugly. and we're seeing it again now. with the s&p down more than 4% from its all-time high in late may as of yesterday's close thanks to the stock market crash in china and the seemingly never ending greek mess endless call for federate hikes and an uncertain earnings season has just begun. now, whenever we see one of these market wide sell-offs i'm always on the lookout for high quality companies that can still power their way higher making new 52-week highs. that's right. i like to peruse that list. despite the broader downdraft in the averages, these stocks can be considered safe havens if things get worse before they get better. which is why tonight i want i want to run down my list of 15 mid and large cap stocks that have hit their 52-week highs in

the past few hideous sessions. you know, i was going to call them teflon stocks but there is a nasty lawsuit against dupont over potential teflon chemical toxicity. it's just crushing that stock. maybe we should have stocks how about decent body armor stocks mine resistant vehicles? you get the point. you don't get on the 52-week high list for nothing there is a lot of buying that gets you there. when i pored over that list what did i find? how about a group of exceedingly well run companies that keep delivering against increasingly difficult situations quarter after quarter. these stocks are the place to go if greece or china or both implode, as they could any night of the week, and literally twice on sunday. so let's take them down and let's start with the big old-fashioned one that you know i've liked since the start of the show. let's talk disney currently down a buck and a half from its all-time high it made two days ago. you know i adore disney. terrific film and television franchises from "star wars" to espn, along with a number of

theme parks that will benefit from the recent again decline in oil, even as people are concerned about shanghai disney. it opens next year given the newfound weakness in china. people love to fret about anything. remember when they were fretting about ebola and disney? i say don't worry, be somewhat happy. notice how cautious i really am? and buy disney on the way down. second we've got nike, the footwear and athletic apparel class that that requires no introduction. nike continues to dominate in period after perrot. management investment and top-notch technology. now there is suddenly worry about nike sales in china. and they could lay on the stock. it's no different from investors fretting over chinese sales for apple cell phones. let that seep in before you buy, as i'm confident you won't see much of a hit from the chinese stock market crash. but psychologically, i think nike can get hit and then you pick it up. our next group of mine resistant

stocks are all about the secular growth theme. the market loves this thing. it's the ageing of the average car on the road here in the u.s. last year the average car was 11.4 years old. hey, mine is 10.4 years old. this number could reach 11.4 by 2019. people are keeping their cars far longer which is a major boon for auto parts retailers. the recent strength in advance auto parts, o'reilly automotive? two more names have managed to defy the gravitational pull and land on the new high list at a time when there are more new lows coming. aap is the number one after market auto market parts in america. you have probably never heard of it. it has 5200 locations and a fabulous wholesale business that sales straight to meckists. this is another key name in the auto parts retail space. they have 440 locations. this is like 10,000 locations between them. o'reilly has been remarkable

consistent performing proving earnings beat after earnings beat. it continues to work its way higher. how about this one. you heard if you have watched the show for a long time. snam and tool. sna, which uses mobile based in many cases and consistently beats wall street's expectations. honestly, i think you could consider snapple a stealth technology play, because of the cutting edge nature of many of its diagnostic tools. next up is another big secular theme. it's the resurgence of housing. that's courtesy of the boom in new household information that is driving increased home improvement spending. it doesn't hurt that interest rates are so low either. many key metrics in the industry are back to pregreat recession levels. it's no wonder that some of the stocks are behaving that they can't be touched by the weakness in the averages. these are economics prosecutor. take mohawk industry mhk. it's one of the leading producers of carpeting, rugs

ceramic tile and hard wood flooring. it's up 22%, mohawk. i should wear a mohawk -- i guess i can't wear a mohawk. or how about stanley black & decker. some european exposure. that's a fantastic home improvement play because it's the default name in tools with strong sales to professional contractors and do-it-yourselfers. the stock made anu all-time last friday and only pulled back a couple of bucks since then. this could be another great buy. i feel better after listening to the conference call last night, talking about the nation's strength in stanley black & decker's markets. next up the price of oil plunging down to just below $53, even after today's rebound, we know there are plenty of companies that benefit from cheaper oil. people like the refiners. i want you to consider the refiners. they make money off the difference between the price of oil and the price of gas. remember, there is a glut of oil in this country. the one that keeps surfacing? marathon petroleum, which roared

earlier this week as the price of crude nose-dived. and if you think crude is still headed lower we had them on the show i thought they were terrific could be the stock for you. it's perfect if you see oil breaking down, if iran agrees to the terms set by the u.s. in the current disarmament talks. i would as a betting man, i would say they are going to reach an agreement. and that's when oil could fall again. then there are the companies' specific stops, comcast, huge cable company, parent company of this network. i work for comcast. it's been mine-resistant stock for ages as it's got about the steadiest possible cash flow growth i know this. is comcast, it is a terrific go-to. it's a domestic stock when international turmoil rocks the house. saw it all the 52-weeks again. it just live there's. should it pay rent. electronic arts, the video game maker, has been on fire despite the market wide decline with its stock roughly doubling over the past 12 months thanks to a successful sports franchise of

madden fifa nba life nhl. it has a bunch of catalysts thanks to a slew of movie-related games like battle front and star wars coming out later this year. you know who else has got body armor that people don't talk about enough? i got to do a special on it eli lilly. the pharmaceutical giant that is gaining momentum thanks to promising data being leaked out about an alzheimer's drug candidate that some of the pros i speak to say has very good results. lilly lilly, no wonder a new 52-week high earlier this week. here is one a lot of people have given up on. general mills hit a new high this week as people are finally seeing the benefit of annie's natural organic. >> giving this old school food maker much more natural exposure. the company is so well run. and let's not forget cramer fav craft heinz.

the newly created packaged food process traded on monday. i'm not a huge fan of the pantry space in general, but no denying that kraft heinz is a powerhouse. this is the kind investors are flocking to given the turmoil overseas. i will point out 3g the guys who are running it, what a bunch of great operators. hey, guess who else has been exhibiting mine-resistant tendencies of late? the global snack company created by the breakup of old kraft. mondelez remains a dollar off its high. that's a good sign. and that's thanks to the company's multi-year restructuring as it cuts costs doubles down snacks while discontinuing lower margin markets. remember mondelez is a u.s.-based international company, but they managed to thrive despite the strong dollar. so just imagine how well they could do if the greenback ever gets weaker. finally, one of my absolute

favorites. you guys know that. ulta salon. >> buy, buy, buy! >> ulta has finally shrugged off the market's recent sell-off as though it was happening in another universe. ulta beauty salons, cosmetics. fabulous stores. it's becoming an emerging powerhouse in the cosmetics space under the leadership of the bankable mary dillon. many considered the company's latest quarter at the end of may to be a disappointment. [ crying ] that is ridiculous. it's just expectations had gotten out of control. the stock has nevertheless battled its way to a new all-time high. did you see it go up today, despite the downdraft? deserving. ulta it's not done going higher. let me give you the bottom line here. you now have it. the new mine-resistant stocks that have outperformed and made new highs, despite the broad-based sell-off in the market, the worst sell-off of the year. i think all 15 of these names

will remain safe havens and buying opportunities into any weakness. and i got to tell you, if there is one thing i am most certain about, it's that this market is guaranteed to give you some improvised explosive devices at any moment on an almost daily basis.

people always ask me what kind of homework do you do to pick stocks for the show. where do you begin? what does homework even mean? tonight i want to give you a concrete example of the craft of research by examining something that is near and dear last night's quarter from alcoa, the big aluminum company. now i like alcoa because i believe in the company long-term. i've been saying that for a long time. all these deals have to close. a long-term transformation from a commodity aluminum play to a producer of high value add materials. but i study alcoa closely, the quarterly report, the conference call, and the interviews i did with ceo klaus kleinfeld to get new ideas about the macro picture and which are benefitting from the voluminous information flow. the u.s. economy, it is doing much better than many people think. ♪ kleinfeld hammered that home in every venue, and i believe it.

how did my homework on cost fundamentals show me that? first, alcoa breaks down my end markets. end markets that pretty much involve most of all nonretail commerce -- aerospace, automotive, heavy-duty truck and trailer, packaging, building and construction, industrial turbines. it then gives you its outlook for each one of these end markets in very thorough detail. and in the u.s. every one of them was good or getting better. for example, kleinfeld forecast 8 to 9% global sales foreaerospace. in sight, that means terrific business for everyone from bowing to honeywell to be aerospace. the stock i want to do more work on. i want to tell you it's a buy, but at least i can start freight the alcoa call. klaus told us the books are filled with $125 billion worth of commitments. which gives the industry a nine-year backlog. these three stocks, maybe they

become buys on dips. look i know the auto stocks are awful. it typically has to be one of the most hated stocks i've ever seen or my trust as ever own, gm, because i believe it's just poorly run. but you to take heart in the u.s. sales are up 4.4%. low inventories relatively high prices driven by light trucks. remember, they have the light aluminum in the f-150. just terrific for the industry in this country. my read-through how about snap-on tools which makes the clever diagnostics to examine these new cars. the more cars we sell here the more business for snap-on. heavy trucks are a terrific leading indicator for commerce, especially in a year when you can't trust the rails as barometers anymore. the orders were amazing. why i don't have any specific stock takeaways because the truck builders are all impacted by the slowing in china, i like what i heard about u.s. economic

health. not only that klaus said that trucks are, and i quote the conference call, a fascinating story, end quote. last year we said we expect growth this year between 6 and 8%. we are ramping that up 9 to 11%, end quote. the order book for trucks in north america is increasing 42%. who is talking than? packaging. here we're talking largely about carbonated soft drinks. and the category is in market decline there is a turn against those sugary beverages and the diets. that was down 2.5%. however, klaus pointed out that beer can growth remains robust. so now what you do is you take that piece of data and you circle back to constellation brands maker of modelo and corona which posted a dynamite quarter earlier this month. might there be something there? well, this makes me want to look. building construction remains in growth mode. it seems to be accelerating for alcoa as the early indicators are really positive to quote the report that says to me go back

and buy some of that stanley black & decker which makes tools for nonresidential and residential. the stock has held up surprisingly well. finally, gas turbines. that's natural gas. they're used for power plants are incredibly robust in this country. they're up an astounding 19.5% year to date as there is a frenzy move away from coal and toward natural gas. and it's accelerating. takeaways, be careful of the rails. they carry that coal. and forget any coal stocks. here is the bottom line. i'm not saying just go buy the stocks that homework leads you to. that's the opposite. it's a starting point. i'm saying that alcoa's quarter is a fantastic place to begin the homework that you need to do, or to verify thought you may already have on various investments. that's what homework is all about. that's its meaning of the craft, and that can make you a better investor. larry in texas. larry? >> caller: hey, jim, thanks for tacking my call. i enjoy your call. >> thank you. >> caller: my question is on

symbol arlp. as you've been talking to the domestic coal industry, the play continues to be on a downward slope as natural gas gains popularity with power plants. add to that the economic issues in china which have intensified that downward pressure you would say stay away. however, i'm torn. on this company, if you look at the recent improved financial metrics, the equity and debt to capital ratios plus the 10.6% mostly packed deferred dividend yield, there seems to be a disconnect. would you recommend this investment or not? >> no, i would not. that stock is down 42% for a reason. that's because of the secular decline in coal. listen larry, don't let that yield blind you. i think that that basically yield is a huge red flag. i want you to avoid alliance resources partners please. please avoid it. now i know research doesn't sound fun, but making money. so do yourself a favor. do your homework. use alcoa's latest quarter start. listen to how i did it and you'll learn what to look for when you're trying to make a

profit.

[car engine] [car engine] ♪ introducing the first-ever 306-horsepower lexus rc coupe with available all-wheel drive. once driven, there's no going back. after a week and a half where everything seemed to go wrong, still no greece resolution, chinese stock market crash, yesterday shut down the

new york stock exchange. it's worth pointing out that while many investors might be scared and sitting on the sidelines, many companies are taking action to create value despite all this turmoil. and when i say they're taking action, what i mean is they are making incredibly smart acquisitions. >> buy, buy, buy! >> you might think the potential buyers would want to wait for the turmoil to subside. but the truth is turmoil can be the mother of opportunity. >> the house of pain. >> house of pleasure! >> that's why tonight i want to explain why these recent deals make sense against the backdrop of yes, admittedly a frightful and volatile market that can be in free fall one day and then in full-on rally mode the next. >> hallelujah! >> it's a timely thing to think about. i had to scramble this morning. david faber, my partner at "squawk on the street," he suggested this morning that the rumored cigna anthem deal might be back on. i have to tell you, i was

startled. i was wondering given all the volatility how any company would pursue an acquisition. but faber said, no no, this could be happening. so you know what i'm going to do? i'm going to take you through some of the major deals we've heard about last week including cigna and aetna. show you my nguyen they're being done, even if the market is no longer appears to be rewarding stocks like earlier this year. $28.3 billion cash and stock purchase of chub which had to be the best brand. everybody knows chubb pays quicker than just about any company when something they ensure has been wrecked or stolen. this is a brilliant deal and it's not just because ace allows chubb to change its dom cile to switzerland. they're a writer of industrial and casualty insurance around the globe. but they haven't been able to crack into the high horrible market that chubb dominates as well as being the largest insurance company on earth

nobody talks about of course, because we're busy talking than guy from greece and the guy from china, whatever. how much sense does this deal make? well, ace's management expects to it generate double-digit earnings secretion by 2018. that's a lot. $650 million in cost savings of the same period. plus, ace gets to rebrand itself as chubb. that's the most expected brand in the industry. while there are some worries about the size of the combined company, whether ace will be able to execute on the combination of chubb, we know this company has a long history of making great deals and integrating them well even if they're very large. my view? ace and chubb will save a lot of money combined. at the end of the day, this is a growth deal. it's driven by combining the companies, leveraging ace and chubb's respective strengths to increase the sales and earnings and delivering. i like it. and i like ace ceo evan greenburg a lot, even before the deal was even announced. yeah. i wish we could just focus on the deals. they make so much sense. like next up.

exactly a week ago a deal no one even thinks about. we learned that health insurance provider sentine is buying health net. 21% premium. this just one of the many deals we're seeing in the health care space, but i think it's a good one, even as both stocks have come down since the initial transaction was announced. this deal will expand their role with the combined insuring of 10.4 million lives. basically, the centene tie-up will create a platform for government sponsored health programs. they get one of the largest managed care programs in the country while boosting their presence to help penetrating the medicare market too. here is why the analysts are going to fall in love. centene expects the deal will boost earnings by more than 20% in the first year after it closes. that's much more than most of these deems. they're expecting $150 million

in cost synergies. the one major negative about the acquisition for stock price is people are speculating about it as a target. that's obviously off the table. it will create a company much better positioned to profit from the rapidly changing health market which is why i like centene. what does centene have to do with greece? with china? give me a break. this past tuesday, one stock we featured over and over again and like so much and just practically doubled, it's cramer fav horizon pharmaceuticals. they told us it's making a hostile $3 billion takeover for depo net, and that representative of a 42% premium where depp med. after being repeatedly rebuffed by the board of directors, they're taking it right to the shareholders, you if you own it. if they can get them to agree, it could be terrific for both

parties, but especially horizon pharma, because they have made a huge number of very smart acquisitions. we talked about them overand overagain on "mad money." buying drugs or the companies that make them and use the expertise to boost their sales. with depomed they want to get their hands on a opioid painkiller used by patients with nerve damage with patients with diabetes, along with a promising migraine drug, another growing population, not to mention other products of managing cancer pain. depomed is great. this could be a transformational deal for horizon, nearly doubling drugs from 7 to 13. going right to 40. plus it would instantly lower depomed's tax bill because they're based in ireland which has a super low corporate tax wait of 12.5%. it's very possible this deal won't happen because depomed believes they undervalue the business. i don't know. 42% premium from where it was

the day before. despite the huge premiums where depomed's currently trading, they think horizon is trying to take advantage of the momentarily weakness with a low ball bid. plus coy easily see a number of big pharma companies stepping in and creating a bidding war. at the end of the day, i like horizon, and i would love it if they could snag depomed because they're old hands at creating major acquisitions. but i have to say we can't count on this deal actually happening. finally, aetna's purchase of humana. everyone is focused on the referendum in greece. this was for $34 billion in cash and stock 23% premium announced last friday. after weeks of rumors about consolidation in the hmo space, this deal, the consolidation has finally arrived. i think acquisition is just hugely positive for etna boosting the total enrollment to 3 million lives. the important thing is with the implementation of obamacare, a lot more people are getting their health care covering from the state and federal changes. and you need scale if you're going to be competitive on these

changes. come on, the combined aetna-hume humana where individual companies were too small to indicator to a truly diverse customer base. plus the deal gives a lot more exposure to medicare given that it represents 75% of humana's sales, which is very, very important at a time when the traditional model of employer provided health insurance, well, let's say it's waning. believe me do you know this? with 11,000 people retiring every day as the baby boom generation gets older, medicare can be a huge source of growth if you're running an hmo. i think this is a terrific deal. although aetna's stock has come down more than 10% since it was announced, largely because this acquisition makes it less likely that united health will acquire it. of course antitrust concerns. remember, there is still plenty of deals being contemplated in the hmo group, including anthem's continued interest in buying cigna, which david pointed out this morning. i say the more deals the merrier

because with each merger you're getting one less competitor. as we know competition is an anathema to profits, even if it's a boon to customers. here is the bottom line. even though this market seems to have gotten a lot less excited about mergers and acquisitions, the fact is most of the deals we've seen over the past two months make a ton of sense, they're just being obscured by foreign issues. ace buying chubb creates a tower help. centene buying up -- and i don't know if horizon will be able to snag depomed. most important, aetna's acquisition of humana would be terrific. as david broke news this morning, we haven't seen the last of these mergers. i know you know the rationale of why these stocks could work big for the rest of the year. stay with cramer.

it is time! buy, buy, buy, sell, sell, sell, what time i say, play this sound and the "lightning round" is over. are you ready, skee-daddy? sam in florida, sam?

>> caller: hey jim, boo-yah from tampa. how is it going? >> real good. >> caller: mastercard. >> mastercard, we did a little trimming. >> sell, sell, sell. >> for owners. why? we're concerned about that european lawsuit. let's go to jack in washington. jack? >> caller: hi. my stock is boeing ba. >> wait for the quarter because sometimes after it does that we will probably pull the trigger. mike until pennsylvania, michael? >> caller: jim, thanks for taking my call. i'm starting to look at dillard's. >> yeah i know they have 40 straight points. i'm agreeing with you, i think it's overdone on the downside. joe in new jersey joe? >> caller: hello, cramer. >> yo yo. >> caller: thank you for signing "get rich carefully" last year at barnes & noble. >> no problem. i had fun doing it. what is going on? >> caller: yes. my stock is progressive waste solutions. >> interesting, but if waste management is going down as hard as it is i'm not going to get into progressive's waste. let's go to mike until west

virginia. michael? >> caller: hey, jim, how you? >> all right. how are you? >> caller: good. i'm wondering what your outlook is on nova vac given the clinical results upcoming. >> it's got every priced in for perfection. so you better get perfection. [ buzzer ] joe in new york joe? >> caller: jim! >> yeah? >> caller: boo-yah. >> boo-yah. >> caller: the stock is timken. >> a steel company in china, has not let up. china has not let up. we won't stop china. let's go to ward in new mexico. ward? >> caller: jim jim on rio, r-o-o. >> take a trip to rio, fly down do anything but buy rio. and that ladies and gentlemen is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. ? no it's all about understanding patterns like the mail guy at 3:12 every day or jerry, getting dumped every third tuesday. this happens

every third tuesday. we have pattern recognition technology on any chart, plus over 300 customizable studies to help you anticipate potential price movement. there's no way to predict that. for all the confidence you need. td ameritrade. you got this.

you know i'm on a mission to help you try to make money in the stock market. but you know what? sometimes that means taking a closer look at privately held companies with cutting edge technology that are disrupting whole existing industries. take casper a company a that is focused on disrupting the mattress industry.

hey, that hasn't seen much innovation in decades. the idea here is you can simply go on casper's website, order a mattress online without having to deal with pushy salespeople. and if you don't like it you know what? you don't have to send the mattress back. they'll come pick it up for you. they're trying to make the process of buying a mattress simple and convenient, rather than a huge pain in the neck. even though casper only has one model, i have to tell you, it's incredibly high-tech and comfortable. it's made by marrying latex on top of memory foam. now last week i got a chance to check in with philip krim the co-founder and ceo of casper. take a look. >> phil, who things i hate to do, one, go haggle over a mad tress, and two have it delivered to me. what does your company do to solve my woes? >> we do it both. no negotiation on the price and we ship one of the most comfortable beds ever created straight to your house.

>> and this is the bed. but i don't see the four guys need to carry it. i don't see what happens when we're trying to move it through the door that turns out to be too small. what have you solved here? >> yeah. so at the factory we use giant machines that compress the bed down into a box that is the size of a mini fridge. >> i know that things are very exciting for the company right now. you've just been able to raise $55 million for casper. how did that go? you've got some good investors too. >> yes. we just completed our b round of financing, and we brought some great investors on board. and we'll use that money to help expand the business and grow our mission, which is really to create casper to be the world's best brand around all things sleep. >> how did some of those famous people hear about you? >> it's funny. everyone relates to how terrible buying a mattress. our customers, our investors all understand the opportunity to really change the game when it comes to that. so when you combine a great product with unbelievable customer experience, everyone just sees the opportunities, celebrity or not. >> let's talk about the great product customer experience.

these other guys signature sleep, they're competitors. how do we know that casper is going to -- your conviction level beating them. >> strong conviction level. it starts with a product that we invented in-house. it's one of the world's most comfortable mattresses. and it creates -- it combines materials in a way that have never been combined before. we have a patent on our construction. and we combine that with just customer experience and customer service that is unparalleled. and so it's been amazing to connect with so many customers and see how the product and the experience has changed their life. >> we're familiar with postmates, which we have raved about on the show candidly. could this be delivered by bike? >> it can. in new york city we'll schedule a delivery within a 60-minute window of your preference. >> now, i know that probably the big bricks and mortar guys are initially not taking it seriously. but clearly they must now realize that this could be a disrupting force the way amazon was. >> i would think so. you know we don't talk to those guys directly but i think we

found a better way to sell a product that everyone needs. and so to that extent, i would hope they have taken notice. >> are there other things that casper could do or are you really going to zone in on mattresses? >> no, thing is a lot of things we can do. >> tell me. >> we're going to build the world's best brand around sleep. we have launched an editorial site that extends content around sleep. and later this year we're going to launch products that are key to getting a good night sleep, things like pillows and sheets. it starts with the mattress. and we're really excited with the reception that the mattress has gotten and you'll see the same level of engineers going into other products that haven't been rethought of in a long time. >> you still have showrooms in two place, right? >> we do have two showrooms. they almost came about by accident. our original office since we launched, people came by and started asking to lay on the bed. we converted that first office when we outgrew it into a dedicated showroom on bond street in new york city. and we have one in l.a. now. it's been great. we love taking the brand and experience and delivering it in

the world too. >> i know we have "shark tank" on. what point did you say i'm just going to do this as nud nutty as it sounds? >> we're five co-founders here at casper, and we all got together. and i think between the five of us we thought we had the right backgrounds to really go build an interesting company with a great product. so we pulled together. >> came up with something was willing to take the risk? >> yeah. we were all working on different companies or had different jobs before, and just decided that this was a really exciting idea and something that we could leave our stamp on the world. >> in a tough week i like to hear about a great american story and you've got one. >> well thank you. >> that's philip krim, the ceo and founder of casper. and you're looking at what it comes in. stick with cramer. >> cramer you are super. you are awesome. >> i'm a first-time investor. >> thank you for inspiring me to get in the game. >> your show is the best. i am so glad you're on tv. >> i want you to know that you

have transformed me. thank you, cramer.

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lemonis: how are you doing? tonight, on "the profit"... -richard: what do you think? -lemonis: oh, my gosh. ...a progress report. this place looks great. over the past 18 months, i've traveled the country, trying to help small businesses, everything from pie shops to used-car lots... wow. look at this place. ...to clothing stores. some were in desperate situations. michael: [ voice breaking ] do you think i like to stand next to a man like you and admit that i can't be successful? [ sighs ] lemonis: others just needed some guidance. come on. you're a smart guy. you do the math. and i offered my money and my expertise for a stake in the business. -do we have a deal? -hank: deal. -pete: yes. -alan: yes. lemonis: a few of the deals went south. you don't how to treat people. -andrew: