here. so at 36 b.k. dips his little pinkie toe in. >> wynn. sometimes a c is good enough. held levels we last saw in 2012. wynn higher from here even with a c. >> young kids who are watching a c is make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now. hey, i'm cramer! welcome to "mad money.” welcome to cramerica. other people want to make friends. i'm just trying to make you a little money. my job is not just to entertain you, but to educate you or call me at 1-800-743-cnbc or tweet me @jimcramer. when i got into this business the only thing i knew about, great expectations, was that it was a charles dickens novel i

hated when i read it in seventh grade. once i learned more about what drives stocks i realized great expectations or poor expectations often determine where a stock or an entire market can go in a given session. that's what we saw with the doi gaining, s&p 500 climbing and nasdaq up 4.4%. in the last 24 hours of trading, almost everyone knows about panera bread, buffalo wild wings, often people buy shares in what they know. i get that. can't blame them. as long as they do homework on the company. i like the asian chicken salad at panera low cal even though i sneak in the big chunk of bread. every year i try to catch an nfl game at buffalo wild wings, we're due for another staff party there. last time i put the blow torch

sauce on my wings, way too hot but it didn't matter because i had a lot of tiny wings and you don't need a fire extinguisher if you got the kind that doesn't have all the meat on it. by the way. anyway -- h-ha-excuse me. i got the hot ones. but the way you or i might buy shares or stocks is different from the way the institutions do it because they need to purchase hundreds of thousands if not millions of shares all at once to build a meanful position. they don't just like sandwiches and wings and say let me buy 100 shares they actually do work. they check in with the company to see what they've been saying and maybe even meet with

management, read all the research from all the different firms on the street and most important they assess the expectations, what they expect this company to report in earnings, what they think this company can do in sales. point blank, the expectations for panera and for -- buffalo wild wings were about as low as they could go before the company supported. in fact there was lots of talk how things got worse at the companies as of late as stocks go higher. so shareholders were clobbered. stocks seemed too high given worries about food inflation which we know are raging. panera scooted up bunch of times, causing investors to lose faith. and buffalo wild wings prices went sky high sense last quarter. last night when panera said it's

new roll out 2.0 version of its stores going quite well. suddenly people who had been negative on the stock had their eyes open. and decided well they had to own shares of panera. just on that one line about panera 2.0. plus 10% of panera shares fell short -- kpd panera vaulted $15 or 8%. it wasn't a better tasting role that did it it was the low expectations that were beaten. buffalo wild wings even crazier. here's the situation with the big boys. investors didn't care about dwd at all. 13% of the stock was selling short largely because people thought rising wing prices would kill profitability and the

charts were hideous, it was the definition of low expectations so when sbuflbuffalo wild wings reports, guess what they mentioned that same store sails are getting ever so slightly better, something not in the poor expectation script at all, the stock rocketed $18 nearly 11%. it's not counter intuitive unless you put it in the context of expectations. i don't think either of these moves would have occurred if chipotle didn't get all sorts of love on its way up in the last quarter. the managers in some of these companies like buffalo wild wings and panera they will have to go positive maybe even tomorrow, to give a second day boost. yes that's how low the expectations were. i'll report tomorrow.

and the army of short sellers and shake shack got totally fried at the stock counter intuitive soared 18% on the insider lock up expiration. here the expectation is many insiders would sell because the stock was so high, therefore would get crushed, guess what far fewer sellers than expected. almost no one showed up. though betted against shake shack were not rewarded to depress the stock as expected. you could call it a good short spoil. we saw it yesterday when united parcel svc got ever so slightly better after cost estimates and then ran up again today xts e. let's talk great expectations

tablo software a rapidly growing analytics company saw its stock get obliterator ated. tableau posted 65% growth. how is it down more than 10%? all of the analysts i know who love their software sim bal data and they do love it were hoping for even more 70% growth for heaven's sake, at least $15 million revenue beat even more. those bullish analysts were totally deflated. the better than expected story is now out of gas because the real expectations finally exceeded what the company was able to deliver. when your stock as as expensive as tableau you better believe a

quarter not great enough can cause carnage. it was the best of time for panera and buffalo wild wings and the worse of time for tableau even though tableau has been a stand out. and buffalo wild wings disappointing. whole foods stocks has been pulverized in after hours trading. everyone expecting one more amazing quarter but not nearly as amazing as it was. it soared to the strat os fear. of course there's always stocks that run up in good quarters and when we get good quarters it's something not enough. this concept of great, poor expectations not just about stocks. many people thought fed would get tough on rates too soon but the feds did the same ole same

ole to help set the market in a good mood with low expectations in the oil market and yet a child storye wild story today came out saying the saudis who have been pumping will be cutting back. their wells would soon be spoiled by having too much water in them. look at this. >> with respect to production in russia and in the middle east. we do not believe these production levels are sustainable. >> i think that turns out to be the case. well, why not? shouldn't it be he runs a company wildly known as scientist of the oil patch. he knows exactly what he's talking about. if this is true the expectations for oil will be way too poor can causing crude to rebound at $50 level. it's all about the expectations as long as you know what the

expectations are you can determine the otherwise koirntcounter intuitive mochs. moves. buffalo wild wings and panera -- poor tabljust wasn't amazing enough. let's go to steve in florida. >> steve: >> caller: what's going on. i own a decent amount of wendy's stock, probably eat there two or three times a week. they are rebranding their stores, nice two-story glass front and i was hoping it would be further along then it is. what's your opinion? >> mine has been redone and it's a thing of beauty and i like

wendy's, you will want to hold on it just had a consistent up run, wendy's is like rite aid they are two of my favorites. now jim. jim? >> caller: here in god's country, come on out. i'm concerned about micron technology. they were persecuted for putting out chips when there was nono market for them and put them in stock which i thought was a good move and now coming out with a chip that is a thousand times faster than what's on the market today and still have a chinese company looking at them. i can't believe they would sell at a price like that. >> i think there's been a meanful withdraw in pcs i think it is time for micron to bounce i would not sell i would buy it for the bounce and trade it up

to 22 23. particularly after western digital surprisingly good number today and those track together. it's all about great expectations or poor ones. which is why panera and buffalo wild wings two companies you know had their stocks soar onp dicing quarters while tableua software got pummeled. twitter and yellp both look bad right now is all hope lost, don't miss my take. plus can you keep your portfolio out of the dumpster i'm talking trash with ceo. plus earnings exclusive with monster industrial eaton off a not to hot quarter. stick with cramer!

what can i say about twitter and yelp? last night both companies disappointed in a major way and i found myself thinking man, oh, man are these guys in trouble. the conference calls were absolutely horrendous with yelp in total denial about what is going wrong and twitter betting you to light its fire hence yelp lost 25% and twitter tumbled 14.5%. >> no! ah! >> still i have to stay to lump these two together yelp feels it is in total secular decline

where the competition is getting downright nasty especially as google has made its own reviews takes precedence whenever you do a search and some argue yelp's advertizing amounts to marketeters marketeters. twitter on the other hand looks like a full blown crisis where the executives went from embracing what previous ceo was working on remember current interrim jack dorsey said he loved everything that cost low was doing, to a total repuditation to everything he was trying to do. in fact old man dorsey didn't just shave his beer but went to the first you love me then you hate me that's a game for fools

odd mon admonition, take a listen. >> we have a extremely strong road map that the company keeps delivering on. we want to amplify momentum because we're extremely is excited about the products and new initiatives to come. >> product initiatives we mentioned in previous earning calls like instant time lines and logged out experiences have not yet had meaningful impact and growing our audience or participation this is unacceptable and we're not happy about it. >> it didn't take them long to not be happy. yelp is doing badly. missing numbers. seemingly going the way of yes, the dreaded, myspace. twitter though is not doing badly financially. if you listen to the call the main take away was these guys are telling me to sell ahead of the massive stock no doubt destined for insider selling,

$750 million to poultriry $450 million in capital expenditures when they need them. twitter calls make you feel like an absolute moron for liking the stock. i didn't get a better feel when sneaking to ceo today who told me to hold my breath. yelp is desperate to put lipstick on this pig. he's giving away a free service that he wants advertisers to pay for even though many don't need it and have a hard time justifying the low rate ofreturn for their advertising dollars. i see little hope yelp can turn it around without massive lay offs and cheaper ad rates and

something more prouser than now. i think the business model for mitigating bad reviews, which many view as a protection racket, isn't paying off because there too many other sort sources of sri lankareview on the web. twitter still has a shot. many users want to keep it alive to build their own brands but it's a hopeless sea of confusion if you just want to follow people and topics. i think twitter should be like "time" or "people" with publications thrown in for guns gardening, dresses, organized the way the readers want it. twitter needs to act like a media company not a tech company. it's not hopeless.

i think both yelp and twitter blew it, big companies that became small. yelp, it needs help. and should sell itself asap before the help comes too late to make any difference. roger in new york. roger? >> caller: hi hi jim. good afternoon booyah great show. >> thank you we need to hear that now and then. we get down on ourselves. what's up. >> caller: okay. now that windows 10 is out today will it be i winner for microsoft in terms of seeing stocks fly? >> no it's not an even movement for microsoft any more. what matters is how quickly they can go to the cloud, xbox penetration, and other things that he has in mind that we don't know yet. yelp and twitter, they both blew

it. i still believe there's hope for that little blue bird yelp go find a buyer and fast. much more coming up on "mad money." including can waste management clean your portfolio. and can eaton get buzzing again? plus a company with a potential game-changer for your health care bill. stick with cramer!

it's time to circle back to waste management largest trash collection and recycling company in america with 252 landfills and 350 transfer stations. they hit a wall in april. stopped peaking just below $56 and brought a weak quarter selling down to $45 and change in following months. but thursday posted terrific is results and suddenly seems it got its mojo back 63% basis on in line -- operating cost decline by 8% per ton. it has rallied from $47.80

before the quarter to $50.506% in a week's time. three 3% yield. let's talk more about where the company is heading. last quarter, new business in our commercial and industrial lines combined exceeded loss business for the first time in three years, how is it possible that mosaic got better after three years of being tough? >> you know jim, what led this down turn was the new housing and new business starts so it took time for housing and small businesses market to come back. a lot of companies volume's bounce back quickly it took ours a couple years but we're starting to see light at the end of the tunnel. when this business model moved to positive volume with our

high-fixed cost the amount we can drop bottom line is pretty spectacular. as we see moving back to floot positive volume it will do more to add to our cost and pricing programs and we'll have it clicking on all cylinders. >> do you look at the number of developments that horton and lennar are putting up or billings snubnumbers that indicate non-resident. >> i think they are both good indicators for us. when you look at a housing market and tear down a house and build a new house doesn't create a lot of business but when developing a new subdivision we pick up residential and commercial businesses around that new subdivision. as you start to see new subdivisions springing up that's when you see our volumes pick up and what we've started to seen

over the next 18 months and expect to reach the tipping point of positive volumes bithe end of the year. >> some analysts are concerned a decline in oil drilling does have some negative impact on waste earnings i have to think a decline in oil and gas mean you get new business formation and may balance out for you guys. >> no, you're exactly right. for us it doesn't effect our operations as much as people think because we use a lot of diesel fuel offsets by the rise and fall but for us it is the economic effect royal has. -- oil has. >> for i live i see people throwing stuff out in the waste, the blue containers that isn't really recycleable and they do it there's no policeman giving

them a fine where they do in germany if you put a green bottle in a brown bottle bucket you will get fined. can waste management lead an effort in this country to be a responsible recycler rather than the happen hazard recyclers we are in this country. >> well, you hit it right on the head. we have to work with our communities, governments and customers to to make sure everybody knows how to recycle. we have a lot of infrastructure in for recycling. if you have a garden hose with plastic, it could get wrapped around our equipment and shut down the whole plant and that drives up the processing cost. and couple that with oil down

copper down a lot driven by a slower chinese economy which will continue to slow for some time. when you have lower commodity and higher processes it is a double whammy. we can't effect the overall economy but can effect our processing cost to make sure people recycle often but recycle right. >> i'm hoping you don't win big contracts and big cities particularly cities that are not known for doing a pretty good job among the citizenry of separating garbage. >> we need to work with those communities and say, look if we can educate your citizens they can do a better job recycling we can charge you less. it's a business model that works just needs to be tweaked and need to realize when there are

really low commodity they may have to pay to recycle, not a lot, so what we're trying to say is we know recycling is right for your community but also has to be frightright from a long term business perspective so we can invest. when commodity prices bounce back we can go again to paying our communities to recycle. in the long run that will help overall recycle rates. that's a good thing for the environment. >> what's the strongest area for combined residential non non-residential in this country. >> our bread and butter is the small business container, four to eight yarder twice a week that's the backbone of the american economy and our business it really drives our business going forward. we think the volumes will turn

positive by the eped of the year and we have great leverage with our fixed assets our fixed asset base is better than anyone's in the industry now we just got to lay our volume across that. we see that in the back half of '15 and better in '16. >> you get volume, you get price. thanks so much for coming on "mad money." >> thank you jim. >> my kind of growth consistency. stay with waste management. stay with jim cramer. a new season brings a new look. a chance to try something different. this summer, challenge your preconceptions and experience a cadillac for yourself. ♪ the 2015 cadillac srx.

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what to do we do with eaton, a classic industrial with huge international exposure that manufacturers control prood products 450idhydraulics, down 46% from mid-may highs. earning fee. reduced basis. came in lower than expected. down 1% year over year. all of their divisions from electrical to vehicle to airspace saw sales decline, even

back out of the damage by the strong dollar only two out of four are up. if guidance came in well below what wall street was looking for and cut earnings forecast substantially and now growth well behind general electric or honeywell but expectations were low enough and stock fell far enough going into the quarterp it managed to close 31 cents up at the end of the day. let's talk to the straight-shooting ceo of eaton who is retiring soon welcome back to "mad money." >> thank hes, jim, good to be with you. >> all right, sandy i'm kind of struck by the fact that your view of the world to me has turned negative in the sense that you're guiding down somewhat substantially and yet i felt you had a lot of momentum. what's going on?

>> three things we tried to share today, jim. number one, we had a strong second quarter profits up 5% despite volume being down and our markets being off, really making it the old fashion way increasing segment margins and reducing structural cost. what we saw in the second quarter was bookings in a number of our businesses not come in as strong as we would like to set up a stronger second half. our view is that we're not likely to see a lolt of additional additional expansion except the normal seasonal expansion. today announced $125 million to spend this year year to year benefit $130 million next year. we think it is appropriate to get at the issue of structural cost and provide prop pel ept to

eps next year. and third thing, cash redeployment program, the highlight of that is we expect to between dividend and share buy backs to have return to shareholders 4% to 5% each year. >> i know there was weakness the organic growth guide down i felt was substantial electrical systems down 4% you soungd negative about that. hydraulic decline 11%. is it time to reassess whether hydraulics fits into the portfolio of eaton given the fact it's been bringing you down. >> yeah hydraulics this year will be off about 13% from the peak clearly awful market conditions with global agriculture and mining down and oil and gas and construction down in china. so we believe we are close to

the bottom as hard as it is to call at this point. we are very pleased with the margin performance stronger than expected in the second quarter and by the time we're done with restructuring we think a strong business. clearly we've always said, jim, businesses have to perform to be part of eaton and we will continue to monitor it. >> aero space down organic, currency strans lags there. we've heard good things about aero space. how do we reckon i'll. yoonreconcile. is it a part. >> our organic parts were up 3 when we took out programs last year we think we're very much in line with other companies. we did share if you look at bookings in the second quarter

smer marshall side commercial up 3 to 4%. and -- we remain convinced this aero space business is a 3% to 4% market grower with very strong secular trend on the commercial side and feel very good about that business. >> what would make it so you think things could turn more organic. i'm reading wells fargo piece, weaken conditions 0 minus 1 to 2 to 3 with possibly 15% net restructuring -- what would make it in the world would make it that it's possible you're being too conservative. >> let's start with the u.s. for a minute. fed is out with gdp 1.8 to 3.2,

we see strength in the residential and a in the non-oil and gas and about 4% without those two included. clearly strength in light vehicle sales and in heavy duty. the big negatives around the world china is growing slower than reported. clearly global ag off very hard. south america trouble some we are dealing with this production basis on global basis about a 1 1.5 mercedes they1. 1.5% not what we're used to seeing. it is hard to see strengthening on a total basis. that's why i think the most important thing to do for our investors to run our company prudently is to get another cost

out which is why we're -- >> are we the only ufrntcountry with any real strength? >> i think there are areas in the middle east that are quite strong. we think india is recovering but not enough to make a big difference. u.s. is is the best in the lot at the current time. >> wow. well i wish you the best of luck. what a tough, tough economy we have. ceo of eaton, good to see you, sir. >> thank you, jim. >> "mad money" will be back after the break.

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♪ ♪ can it tell the flight attendant to please not wake me this time? ♪ ♪ the answer is yes, it can. so, the question your customers are really asking is can your business deliver? it is time for the lightning round -- when you hear this sound the lightning round is over. are you ready. let's start with walter in north carolina. walter? >> caller: hi jim, thanks for taking my call. >> of course. >> caller: well booyah from

lexington, north carolina barbecue capital of america, i'm a regular and been calling for years. i'm calling about andpandora. >> no buy situation. to francis. >> caller: thanks for taking my call. best wishes to you and your bride. >> thank you. >> caller: i'm about 14 miles as the crow flies north of where aaron nolan first learned to play baseball. >> he could be our fisherpitcher for the next ten years. >> caller: i need to know about aircastle. >> i'm not for or against it it's neither here nor there. thank you for the kind comments.

chris illinois. >> caller: is now the time to get into sprint? >> no. how about geno in connecticut. >> caller: booyah. >> booyah. >> caller: jimmy. i'm looking at teco energy. >> they put themselves up for selves. i think they are a really good company. allen in washington. >> caller: yes jimbo. >> yo yo what's up. >> caller: talking to you from the land of the almost world champion superbowl just three seconds away from a superbowl win. >> all right. oh, yeah, sorry. go ahead. >> caller: and i've held -- enbridge energy, i got chicken few weeks ago and sold out. >> i think we're still okay. i think don't sell. that group's coming back. how about lou in pennsylvania,

we're not booing we're louing. >> caller: thanks for taking my call. >> you're welcome. >> caller: what's the school on kttik ktti. >> i got to do more work on that and come back. that ladies and gentlemen is the conclusion of the lightning round. >> the lightning round is sponsored by -- what are you working on? let me show you. okay. our thinkorswim trading platform aggregates all the options data you need in one place that lets you visualize that information for any options series. okay, cool. hang on a second. you can even see the anticipated range of a stock expecting earnings. impressive... what's up, tim? for all the confidence you need. td ameritrade. you got this.

you know us. we're all about helping you to try to make money in the stocks of publicly traded companies on "mad money." sometimes if you want to control the trends on stocks you need to see what is happening at small start ups often at the forefront of this country. that's why we like to show you these disrupters up close. some may become public. take -- fast growing software company that allows different hospitalities to share equipment saving enormous amounts of money, their platform is entire

fleets of medical equipment, let's hospitals know where the machinery is and where it is available, whether it is idle or knot. not. it combines analytics in the cloud so hospitals in the same area can share non-emergency medical equipment. which means can get away with buying insanely expensive machines. before they came along hospital hz to buy or rent at huge rates. so sharing is a complete game changer especially since the average piece of medical equipment is only in use 40% of the time it helps in containing health care cost, one of the biggest honkest themes of our era. at the end of last year they were serving seven total systems, roughly 300 different

facilities and expects to be in 30 states at end of the year. i tauksedlked to the ceo. take a look. >> everyone knows it cost too much in the health care system. we're always trying to figure out why they are not able to take out cost. your company is exactly about that. >> it is. we help them utilize hundreds of millions of dollars medical equipment to how they employ their capital in investing and upgrading. so by leveraging principles we extract resources. >> why would hospitals do it? we always think the system itself are not cost efficient. is it because the stuff is not used a lot. >> yeah so ge has a study where medical devices sit 75% of its useful life.

knowing that and the sheer quantity and cost of all these devices own our platform quantifies the capacity and allows users to tap in and use it. >> let's say you know you're going to be scheduled for a particular kind of surgery, it's possible that what happens is they go to your company, to cohealo and say this is what when he need does anyone in the system have it. >> we build it for the health system groups of hospitals. they will say i need a wiget for next week's procedure and they will get that access from someone else in the network. we couple that with a third party infrastructure model and we can deliver sofphisticated

devices from point a to b. >> how do you make your money. >> we have the model software and logistics as well. when we first started we were the new kid on the block and we were pitching to health systems. as the activity and consolidation increased they realize there's a huge opportunity to take advantage of and extract value from. >> this equipment is expensive, skbens expensive to rent, expensive to buy but not to share. >> correct. one of the products we work with is lasers, to rent it is 2,000 to $3,000 per procedure, for us it is about $100. >> a chance that laser will sit there all day, no one using it

and someone else needs it an don't have it. >> correct. >> this is a major unmet need that you solved. >> we think we found a perfect storm of efficiency. they either own too much of something or not enough we hope to link together the hospital with equipment to find a perfect balance. >> do you envision it to be stand alone or are there other companies to do it. are you the only one in it. >> yeah we're first to market right now and we're enjoying that position. but yeah i think we're waking up and being on the radar of the biggest manufacturers and i.t. providers. >> not like your company is public. can't invest right now. hey, shared economy. we keep finding these ideas. they keep making a lot of money, if and when they become public.

stay with cramer. my drivers don't have time to fill out forms. tablets. keep them all digital. we're looking to double our deliveries. our fleet apps will find the fastest route. oh, and your boysenberyy apple scones smell about done. ahh, you're good. i like to bake. with at&t get up to $400 dollars in total savings on tools to manage your business.

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cellphone stocks still very much under pressure. this time cuvo not great number. sky works and avago will get hit tomorrow more pain for nxpi. there's always a bull market somewhere i promise to try to find it just for you. i'm jim cramer. see you tomorrow.

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