be weak dollar and bullish for oil so watch how the oil market trades tomorrow. >> gold sister, i'm watching that and lines of team seymour. >> see you back here seymour. "mad money" with jim cramer starts now. my mission is simple of it to 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." coming to you from cnbc's bureau in the heart of san francisco. other people want to make friends. i'm just trying to make you money.

my job not just to entertain you but to teach, goal, and educate you. call me at 1-800-743-cnbc or tweet me #jimcramer. today we've got a celebration that could very well prove to be premature. the averages rallied for one more day, dow gaining 140 points. s&p climbing .87%, nasdaq advancing .59%, in anticipation of the federal reserve doing nothing tomorrow instead of raising rates, which had been the odds-on favorite outcome, just a few short weeks ago. sometimes when i hear about this endless parlor game of will they raise or won't they, i feel like we have to take a step back and talk about what we're really about. our core dna here on "mad money," which is elevating companies as potential investments. we're about trying to figure out whether, after you've saved enough money for your

retirement, using broad index funds, yes, i repeat, index funds are a terrific tool for all home gamers, there might be opportunities to augment your wealth at prices that we either don't deserve or are just plain darn lucky to get. tomorrow may be one of those opportunities. first, let me set the scene for you. see where i am? okay. i'm in san francisco. earlier i was in dream force, the 160,000-person shindig created by salesforce.com to inform, teach, and celebrate technology. technologies that triumph any business cycle, any trough of the economy, hey, any fed action. we talked ceo mark benioff right

in the heart of the great recessi recession, when the world seemed to be falling apart. he came on "mad money." he said companies were beginning to hire salespeople again. many were incredincredulous. not many. that meant his management software were soon show an acceleration in revenues that could shock the world. since that interview in november of 2008, the stock has rallied more than 1,000 percent, climbing from five bucks in change to close today over 71 bucks. now, if we had focused only on the doom and gloom of the moment, and boy, was there ever a lot of that, we would have passed on salesforce.com or ridiculed the notion of buying a company that wasn't turning a profit. there were enough companies with dividends that were losing fortunes. why should we buy a new company

with no dividends to support it? what supported and ultimately propelled this stock was the innate force of salesforce.com's sales. it had the better mousetrap and went on to become a company that reached a billion dollars in sales, then $2 billion, then $3 billion, then $7 billion. like mcdonald's, who's still counting? i think salesforce.com is an apt metaphor for this moment. you have to be thinking past tomorrow's fed meeting. you need to think longer term, something that almost all fed watchers are so reluctant to do. so many people have a binary attitude. they're binary about the s&p 500. sell it, of course, if the fed raises rates. given the incredible run the market has had going into the meeting, we were at 15,656 just a few weeks ago in the dow. it's entirely possible that

we'll get hammered if the fed basically says, look, we're in pretty terrific shape, we have to do some tightening. of course if they don't do anything, the averages could just keep rallying, making us regret that we didn't take advantage and buy stacks hand over fist when we had the spots. that's why i tell you, pick your spots, take advantage of weakness to buy high quality stocks at depressed levels at your prices. less intrepid souls will put their money to work after tomorrow's fed meeting. ultimately, i wouldn't be surprised if the traders with the foresight to buy ahead of the meeting boot their stocks no matter what the fed says, just because, look, they're glad to have some gains, bulls make money, bears make money, hogs get slaughtered. maybe that knee jerk 2:00 p.m. selling after the statement will give you another chance to do some buying. often that ring the register

trade that we see time and again. more important, how about having a fail-safe plan in place just in case the fed raises rates by a quarter point. you know what, we feel so good about the position, but if it gets better we're going to take even more action, not the one and done so many are hoping for in that occurs. we're likely to see a rollback of recent gains. i'm not saying this will occur. there's no reason for you to take the bait of the first time selloff. people are lulled into a sense of complacency by the action. the action can be pretty darn ephemeral. in fact, i don't know filled even take action the opening friday, as there is now so much hot money betting the fed won't raise rates for the first time in nine years.

yes, the selling could be that intense on what would definitely amount to a serious misdirection play by the fed. hey, yellen knows her football. if things look really ugly friday afternoon or monday, remember two things. in late 2008 there was genuine systemic risk and it took a lot of guts. here the risk would be, if you buy a stock in a sector that's still viable, you may get a chance to buy even more at low levels as the market continues its slide. in the event of a rate hike, what should you put on your shopping list, so you can pick it up onto weakness created by the fed? first thing, doing what's good for your body. that means exercise. that means natural, organic food. it means under armour, nike, and general mills. yes, general mills, because it's reinventing its food to be better for you and it sports a darn good dividend. we're conservative investors, we'll be drawn to that. second thing, social, mobile,

cloud, artificial intelligence. i expect the likes of salesforce.com, google, and facebook to get hammered in the wake of a rate hike, even though the long term prospects of these companies will still be terrific. so buy a little. but be ready to buy more. third theme, domestic retailers. they're in good shape with the stronger dollar. i don't want to bless them totally because some will fret about higher interest rates. i think for instance target's doing right. i think they're doing everything right. so for the first time in ages, panera bread, which the same company owns target and panera bread. i like kroger, the big supermarket chain. not affected by a fed quarter point hike, right? finally, get ready for biotech to be obliterated. they always get slammed in this kind of selloff. then pick up some selgene or

regeneron. that's what people sell. here's the bottom line, people. we need to stop fretting about a potential rate hike and start worrying about missing any opportunities that could be created by a fed-induced selloff. remember, many people miss salesforce.com under six smackers. why? fear. lots of people fear tomorrow. you need to fear passing on what could turn out to be a dip in the chart that won't even be visible five years from now. i want to take questions even out here in san francisco. we never stop. let's go to steven in connecticut. steven? >> caller: booyah, jim. i really appreciate everything you do for your listeners and your charitable trust. i currently have position in chevron and ensco.

do i double down in those positions? >> when goldman came out with that story yesterday that it was going to go to 20 bucks, everybody threw away everything. i would be more inclined to buy chevron than insco. they're way too bullish. will they or won't they? don't worry about it. stay focused on longer term opportunities. look past the fed meeting, on a very special "mad money" tonight. we're investing in america, from cnbc's one market, my inclusive with mark bennia. find out what he has to say about the future of the cloud. he's changing barbie, for heaven's sake, putting her in hot wheels? no, better than that. plus big news in the beer space. how do you tap into the monster move? crack open a cold one and i'll give you the stock to own. one thing you can't miss, the

ceo of cisco joins us to talk about the internet of things and a whole lot more. so why don't you stick with cramer! at&t and directv are now one.

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. we're out here in beautiful san francisco at one market this week, focused on companies that are the cutting edge, that are bringing you new ways every day to invest in america. early today, the annual mecca for everything related to cloud computing. now regular viewers know that i'm a huge fan of salesforce, crm, the outfit practically invented the cloud, and one that's on track to become the fastest enterprise software company to reach $7 billion run

rate by the end of the year. yesterday they just had an extremely positive day. i read through the stuff, it was great. that's why i had to sit down with its visionary founder, chairman, and ceo from the heart of the dream force conference. why don't you take a look. >> we often talk about the quarter. we're not doing that today. we taking a how dream force became a mecca overnight. how did it happen? >> it's amazing. we have 165,000 people registered to come here. this is software super bowl. there's nothing like this. dre dreamforce is about innovation and about giving back. we have our schoolhouse over here, the 1 million book drive. we'll fill our k through 12 schools. >> a cruise ship. it can't even be contained. >> we ran out of hotel rooms. we had to bring in a cruise ship

that gave us an extra thousand rooms. that's not enough. we're working with great sharing economy companies like air bnb. without air bnb and uber, would he could not run dreamforce. >> these are companies that are partners? >> oh, yes. uber has put more than 1500 more cars on the road this week. i took an uberx yesterday. a ford 350 truck pulled up. >> it will get you from here to there. >> a construction manager, still had the lumber equipment on top of his truck, saying here, i'm here to give you your ride to dreamforce. i'm like, wow, this is amazing. >> i know they can't do without you. i heard travis say that, they have no choice but to use you. let's talk about customers. the perception people have been salesforce is fastest growing, and it's actually incredibly profitable. we've learned that on our show. we haven't talked about how.

i found an example. everybody knows it. it's the reinvention of mattel. >> i'll tell you, jim. number one, and you're reading right to this very important point, which is that sales force is the customer company. if you want to connect with your customers in a new way, you come to salesforce. there's never been a technology company like that before, dedicated entirely to helping companies connect with their customers. mattel is a great example. of course when i wanted to buy a barbie doll or i wanted to buy hot wheels, what would i do? i would go to costco, walmart, throw them in my basket driving down. but mattel doesn't know i bought a barbie or a hot wheels. but in today's world, they do. because all of these products are connected. that's what's amazing. you know, we're moving into the internet of things. and even my barbie is connected. my hot wheels are connected. all my toys are connected. we're connected through appearance. in some cases the toys have wi-fi, they're connected that

way. this is amazing, it's a magical time. why is that exciting form matte? because it means mattel can have a connection with me as the customer. >> i like mattel and hasbro. i know your company has a relationship with hasbro. mattel has become more exciting. from the stock point of view, i was trying to figure it out. a lot of it is you. >> the number one reason mattel is more successful is they know they need to be more connected with their customers than ever before. and they can. it's easy to do it. that's amazing. it's easy. they can do it easily, fast. it's very low cost to do. i'm not abstracti ined from mat before. now mattel knows everything i own, everything i have, everything i don't have. all the up-sells.

the exciting part issi iv have relationship with mattel, i have more fun. i'm enjoying my barbies more than ever, jim. >> there's another aspect, the customer in the healthcare business. you've revolutionized healthcare now. >> we have major advancements in medical technology. what makes those advances even better is the combination of information technology. it's not about electronic medical records. it's about patient relationship management too. i need to have a relationship with a patient to make these next generation treatments even more assumption. i want to be sure you have active surveillance, that you come into the office on a regular bases, that you're treated correctly. we're wearing our wearables, i'm wearing my fitbit, you're wearing your wearable as well.

our doctors need to contact us right away, have a relationship with us, hey, i didn't see you for your physical, what happened, have you been on the road? that's the next generation of healthcare as well, not just the breakthroughs in pharmaceuticals or therapies, but informatics. this is huge. >> i put all these together. i say to myself, when i listen to a lot of other companies claiming they're kings of cloud, whether oracle or microsoft moving into the cloud, it just doesn't sound like the cloud defines dreamforce or salesforce anymore. >> this never was about the cloud. it's about the customer. >> we always talk about the cloud. >> i know. but the reality is it's all about the customer. >> it's too small to think of the cloud? >> the cloud is about technology. and technology, and you know this, is transient. >> right. >> the technology we're talking about today will be obsoleted in three, four, five years from for you. it will be all new technology.

what's the one thing, though, that will be the same five years from now? mattel. the customer we'll still be customer, the customer, and all the new things we can do formateforma for mattel. that's why i'm excited for sales force. sales force is not about the cloud. we're number one in the market. we did it through the cloud, we did it through social, through mobile. we've talked about that for many years. we're doing it through the analytics of things. it's helping you connect with your customer a whole new way. >> you're fired up. why do people think you wanted to sell the company? >> salesforce is such an attractive company, because now you can see next year, in 2016, i mean, it's clear as day, it's been our dream, but next year we're going to be the fourth largest somewhere company in the world behind only microsoft.

we've climbed over 16 years ago since we started to become the fourth largest software company in the world. we're still growing at an incredible rate. why is that? it's the customer focus, jim. >> it's right out here. >> and that's a double enten dre, by the way. we don't just build the technology. look how we behave with our customers. we're showing the example of how to treat your customer right. >> it's obviously working. mark, founder, chairman, ceo of salesforce crm. >> thanks, jim. great to be with you.

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experience the next level of performance, and there's no going back. lease the 2015 gs 350 with complimentary navigation system for these terms. see your lexus dealer. in the past whenever we have had to deal with a highly uncertain environment like this one, and believe me, it's hard to get much more uncertain than where we are now, with a possible rate hike coming as early as tomorrow, the potential for another government shutdown right around the corner, and the very real chance that we could be facing a worldwide recession, we could always fall back on the merchants of vice. that's right, historically i would be telling you we can always count on humanity's lowest impulses, like drinking, smoking, to a lesser extent gambling.

whenever the economy seemed to be on the press providecipicpre load up on the fabulously consistent tobacco and alcohol stocks, which could be counted on to deliver virtually presession-proof numbers. but times have changed. while vice in general is still somewhat popular, the market demands growth. many of the stocks on the vice menu have found themselves growth-challenged for a variety of reasons. peddling to mankind's lowest common denominator isn't enough anymore. you need to take it up a notch. in other words, if you want to play in the vice game, you need to merge with your competitors so you can slice costs dramatically and generate real earnings growth even if it's done through layoffs. that's why the stock of anheuser-busch inbev, the world's largest brewer, think budweiser, rallied over seven bucks on the news that it's

trying to snap up sabmiller. i predicted on this low a little less than a year ago, oh, the market loved the story today, because merging is the best ways for these kinds of companies to get their mojo back. why is it so important for the members of the vice squad to combine their forces? we know that most of the world's developed markets are already full of all the vice companies they need. look at the incredible decline in smoking rates, which is terrific for the health of the general population, but less than stellar if you happen to be a shareholder. the marginal consumers of vice, in particular the people of china, are now being discouraged from participating in it. the chinese communist party has been pushing a major anti-vice

cultural revolution, with the government bringing down the hammer on officials who lavish large sums of money, on expensive liquor, as gifts to get things done in a hideously bureaucratic nation. hey, jo en lai was a chain smoker. unlike democratic governments of the west, the people's republic is still a totalitarian state with the ability to enforce its own code of public morals. that's not all. many other emerging markets have started take a page from the developed world and taxing vice in order to raise revenue. it's not like the old days where you could sell cigarettes or booze in these countries and pay next to nothing in taxes. these days, if you're on the vice squad, you're getting

squeezed from a half dozen different directions. all over the globe the authorities are either taxing vice or actively suppressing it. these companies are desperately in need of market expansion. the best way to do that is merge with a competitor and cut costs. hence the huge beer deal this morning. there's big players in the vice squad, from cigarettes to alcohol to gambling. let me ask you, do you really need both johnny walker red and brown-forman in the hard liquor space? we could certainly use even more consolidation in the hard spirits business, given how hard the chinese have been cracking down on conspicuous conas he understood of top shelf liquor. by the same tone, ken, do we re need all the big casinos? how fabulous would it be if we

finally saw some mergers in that business? the old guard has toing figure how to merge or they'll keep bleeding. have you seen that wynn stock? at least the beer and tobacco industries recognize the need for consolidation. they have horse sense. today's news that anheuser-busch inbev wants to aacquire sabmiller is only the latest in a long line of fabulous beer deals. i'm not recommending bud here. i don't even drink the stuff. i simply want to explain why more mergers like this one are necessary in this space so gain earnings. combine the two largest players in the beer business, and you'll have a monster global power house with the ability to cut costs dramatically and take out excess capacity. this kind of consolidation is good for the entire industry, which is part of the reason why molson coors is up.

this is the biggest stuff we got. if bud buys sabmiller, you better believe they'll be forced to sell a ton of assets. in order to avoid running afoul of regulators. that means great brands could be put on the block at bargain basement prices. just like consolation in 2012, when ab inbev had to shed some assets. it's molson coors that's going to be in the best position to buy any brands that the justice department forces ab inbev to sell. that's the right why tap -- don't you love that symbol? -- shot into the stratosphere today. in the cigarette space, reynolds american just closed on its $25 billion totally anticompetitive acquisition of lorillard just a few months ago.

sure, the stock of reynolds american was valid at 40%. despite the fact that smoking is more reviled than ever. let's not forget that altria, the domestic tobacco kingpin behind the marlboro man, happens to be the largest shareholder in sabmiller. vice loves each other. if ab inbev can actually buy miller, that will add a huge pile of cash to m.o.'s enormous war chest, to fund deals, to return to their shareholders. or an even more beneficial dividend than their current payout. here's the bottom line. i'm not recommending the vice stocks. i'm here to try to help you find the next sabmiller, which we already did. instead i want to understand why these mergers have become so necessary. in a world that's become

increasingly hostile to the tobacco, alcohol, and gambling stocks. in these health-conscious days, with governments desperate for revenue, for the vice squad, let's just call it as we see it. it's merge or die. let's go to ben in texas. kaunchs b kaunchs. >> caller: big old booyah. i've got a p. e.g. of 1.7. is it time to buy? >> people are concerned that this coal can a cola monster distribution issue in europe is cluttering monster sales and losing share to red bull. i think the coca-cola/monster merger will be fine. monster, mnst, at this depressed price, i think it's a buy.

all right. no when to fold 'em, know when to hold 'em. vice stocks need to merge to get the market demands. i say consolidate or get crushed. there's much more "mad money" ahead. defining the future, including chuck robbins, cisco's ceo. we'll check in with him. how the internet juggernaut is preparing himself for the future we're seeing right here at one market. plus that future isn't quite for everyone. there's a bunch of billion-dollar start-ups here. i'm only getting ready to give two of them my blessing. and don't worry, san francisco. it's not the big one. it's just the lightning round thundering in. stick with cramer. ♪ so courtyard is the official hotel of super bowl 50,

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while we're out here at america's technology heartland it's worth remembering that the tech stocks aren't necessarily the best to invest in. sometimes you want to stick with a survivor that knows how to reinvent itself. we spoke with its ceo after the company reported a terrific first quarter. since then the stock has been

pulled down. are you being given a gift with this pullback or should be you more concerned about how cisco might fare in a worldwide slowdown? earlier today i got a chance to chat with chuck robbins, the ceo of cisco systems. take a look. chuck, cisco is changing. you've got a lot of businesses that aren't growing at 2 to 4%. can you outline what your business is doing? >> in q4, it grew 14%. at the same time we grew our deferred product revenues in collaboration by 21%. >> which means money in the bank. >> it's what wall street wants, a recurring revenue model. we have a business that last fiscal year new orders grew 15%. they're resonating with her customers. we're very optimistic but where we are. >> our viewers have loved john

chambers. >> yes. >> difficult shoes. at the same time, i detect shifts here. i hear more collaboration with other companies. there weren't a lot of companies worth partnering with. that's changing. >> the pace of the technical changes and the customer expectations require us to partner. the apple partnership was a great first step. we view partnerships as potentially significantly contributing to our growth in the future. >> tim cook will go to somewhere else, go to you guys. people don't understand that it will change their lives. i've got my iphone. when you call me and i want to go to a landline, i say, let me

call you back. those days could be numbered, right? >> there's three big elements to this, jim. the first is integrating this into your voice architecture. you walk into your office and you could have a device on your desk if that's what you want, or this could be your device and it's completely integrated into your voice infrastructure. your point is exactly right. the second is we can actually prioritize the applications running on these devices in the enterprise so that when you're playing with your fantasy team and creating network congestion, that the real productivity applications can actually get through. then the third is a real tight collaboration with our video collaboration with these devices. it was great to have tim there. he's a great guy. i enjoyed seeing the power of 20,000 people in our sales organization. >> you just went over devices. when i think of internet of things, a lot of people want to be able to say that company is, this company is. just as you were the backbone of the internet, i see you as the

backbone of the internet of things. >> jim, if you think about it, we had a record quarter in q4. we built this company based on currently 15 billion connected devices. and our research had said that we would have 50 billion by 2020 and 500 by 2030. our sales force came out and said, it's 75 billion by 2020. i hope they're right. the real value in these connections are going to be from the data and the insights that can be derived from that data. that's what the analytics are all about. >> let's take artificial intelligence. where does cisco fit in that? >> when you build out this infrastructure with 500 billion, it's going to be tremendously distributed. because you'll have devices everything, mining fields. think about a truck in a mining operation that's connected to the network via sensors. you could actually get intelligence from that vehicle that says that it's getting ready to have a problem.

and you can proactively go fix it. a lot of the information you're getting has a shelf life with it. you have to have this distributed infrastructure and you have to build a process at the edge, because the value of the information is going to expire. >> when i hear about all this data and about far ranging things and trucks that can be controlled, if i'm a bad guy, i want to hack that system. you came from the security side. you know how fast that's growing. >> yes. >> how do you stop a hack, particularly when we understand that cisco is hackable? >> two things. number one, as we add more and more devices, the network is going to be the pervasive connectivity. therefore the next has to provide a tell me level security. a quick example is credit card transactions. the way that they monitor my activity or my wife's activity, and they go through and they look for anomalies, right? the network, we have the ability to do realtime analytics of the

track of and we can look for those same aanomalies. this is a process issue. it's the equivalent of if someone had the password to my computer, they could log in and install malware. we put out a bulletin in august, trying to help our customers think through processes and protecting passwords, because you have to have administrative rights or plug into the device to make this happen. we're very comfortable with where we are on security. we think we have a big role in the future. >> the user has to be responsible at a certain point. >> that's right. that's right. much like we do. >> one of the things that john did that in terms of average price is pretty good, bought back a lot of stock. billions and billions and billions of dollars of stock. at the same time, there are people who want more growth than a buyback can give you. how do you satisfy those who want the big dividend and those who want to get more than the

single digit router, switching business that so much of wall street has characterized you by? >> we did have double digit growth in several of our businesses. we mentioned collaboration. we talked about the americas, a big piece of our business. and the thing we're focused on is, hey, we're going to return 50% of our cash flow through a combination of dividends as well as bye backs. the other thing is we are moving to a more predictable financial model. last quarter we had 21% of growth in our product, which is reflective of software and subscription. 40% of our security business today is software and subscription. so we're making that transition. i think we need to be judged by our results in the future. >> one last question. you could have been at the business roundtable with the president instead of here. you have a lot of offshore cash, maybe more than most of the companies i follow. how do we get it back? >> we need to focus on several

issues, tax reform. i think it would be good for our economy, for jobs, and for america. >> i think it would be great for cisco. >> i agree. >> chuck robbins, ceo of cisco, great to see you, buddy. excellent looking below the surface, researching a hunch... and making a decision you are type e*. time for a change of menu. research and invest from any website. with e*trade's browser trading. e*trade. opportunity is everywhere. at ally bank no branches equalsit's a fact..

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lightning round is sponsored by td ameritrade. it is time for the lightning round. we take your calls rapid fire. my staff prepares the graphics on the fly. when you hear this sound, the lightning round is over. let's start with helmut in virginia. are you ready? >> caller: yes, we are. we're big cramericans. what do you think about starbucks? >> howard schultz is doing an amazing job. i like the new mobile payment situation. it is good to buy right here. paul in texas. paul? >> caller: my stock is hsbc. >> oh, man.

it's too hard for me. we've got to go with wells fargo. we have to keep it simple, right? how about patrick in arizona? >> caller: hi, jim. my favorite store, whole foods. there's a lot of negativity about the 365 stores. what do you think? >> there is a lot of negativity. i still think the pricing structure might be too high. that's why i prefer kroger. one day whole foods will be the one to buy. let's go to graham in wisconsin. >> caller: lci is what i'm looking at. >> lynette reminds me of a junior valian. i like it. it's been stalled. it's time to buy. that's the conclusion of the lightning round. the lightning round is sponsored by td ameritrade. 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

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tomorrow jim cramer celebrates american innovation in the heart of silicon valley.

meet the ceos creating new opportunities to invest in america. "mad money," defining the future. 6 eastern, cnbc. we keep hearing about unicorns. these private multi-billion dollar companies waiting in the initial public offering wings with lofty valuations. however higher valuations await them all, including uber, air bnb, and so many others that become ingrained in our lives before we even realize it. right now there's a frenzy in san francisco. i'm more afraid of getting hit by a speed ball.

these prospective public companies scream hot, hot, hot. buttive to a ivtive i have to a whom? a man's got to low his own limitations. i recognize i don't know nearly as much as anyone in dreamforce, the conference where i'm broadcasting from in san francisco, when it comes to identifying winners and losers here. they're better qualified to identify which ones are part of a bubble and which are for real. but one thing i know is the stock market. this market is uniquely inhospitable to pretty much every single unicorn out there, with only a couple of exceptions. yet these venture capitalists can pontificate endlessly. but do they know anything about the real market here, the stock

market? do they know about the level of demand for their wares or shares or whatever, which only controls the profits insiders can make? that's my area of expertise. to be honest, we don't want any of these unicorns to become public, because we don't have enough of what these companies really need, not customers, money on the sidelines to buy their deals. that's my verdict on most of these red-hot tech companies waiting to go public. uber's valuation, as crazy as it seems, is actually not ridiculous. it's used by so many people that home gamers and professionals that they'll have a healthy appetite for it when they become public, not unlike facebook or ali baba. we have plenty of resume for uber and air bnb, particularly if they limit the number of shares offered on the deal. they represent real bargains for

all consumers, maybe not the stocks, but the bargains for the consumers. i'm not talking about air bnb or uber when i'm dissing the unicorns. i'm talking about so-called disruptive companies that deliver things or crowdsource anything, mobile payment, digital wallets, alternatives to anything you want. many of these are variants of existing technologies. they look a lot like the disappointments that litter our screens every day. a business that not only brings you what you want but is actually a total substitute for you. so you can spend more time playing cool videogames and pretend to go work at your jobs. a business, by the way, that's losing money with no profits for the foreseeable future, if ever.

think about it. think about yelp, box, twitter, rocketfuel, and etsy. these are the thanks for nothing companies, stocks that ultimately killed our portfolios. many of the unicorns end up in money-losing portfolioses. many of these money-losing companies will find the window nailed shut and boarded up. here is the bottom line. unicorns of the world, listen up! never forget that your ultimately exit market isn't the consumer. it's the people who buy stocks. in this extremely difficult market for ipos, your companies aren't welcome until they grow

not just a horn but some profits, which in some cases are as rare as unicorns themselves. stick with cramer. lease the 2015 rc 350 for $429 a month for 36 months. see your lexus dealer. which means you can watch movies while you're on the move. sitcoms, while you sit on those. and even fargo, in fargo! binge, while you lose weight! and enjoy a good cliffhanger while you hang from a... why am i yelling? the revolution will not only be televised. the revolution will be mobilized. introducing the all in one plan. only from directv and at&t. we've gotpeptocopter! ummy town. ♪ when cold cuts give your belly thunder, pink relief is the first responder,

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you know what? i love it here in san francisco. you know what i'm going to do? i'll stay a couple of days. there's always a bull market where. i'll try to find it just for you right here on "mad money." i'm jim cramer. see you tomorrow.

male narrator: tonight on the "west texas investors club"... - we are cofounders of blenders eyewear. we're valuing our company at $3 million right now. we're working with some professional surfers, some of the best djs. - i mean, are we cool enough to wear these sumbitches? - [laughs] well-- - we want to see if you can get your sunglasses on the trendsetters of west texas. - welcome to gil's goat roping. - my company's name is ique repair. we specialize in apple repair, samsung repair, and device repair. fixing phones was an extension of, i think-- all my life i was trying to fix the brokenness. - we got some guys we want you to meet, so come on in. what i need to see from kc is, can he see in those men what i can see in those men? - i got hit with a couple hand grenades in afghanistan. - my skills don't really translate to the civilian world. - i feel like my heart's been changed a little bit.