>> eufn. >> the shark's name was bruce, by the way. viacom b. >> i'm melissa lee. thank you for my mission is simple. 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." welcome to cramerica. some people want to make friends. i want to make you some money myself job not just to entertain but to educate and teach you so call me. or tweet me @jim cramer. i hate to complain on a day when the dow roared 103 points. but it is the wrong stocks that

are hitting the highs today. i'm talking about the usual suspects. the consumer packaged goods. only a handful of the good leaders that can truly turn a pre selling respite, a relief rally into something that lasts like the big cab companies internationally. only a handful are making highs. that's a sign of the staying power being a week. unless it goes to the same-old same-old. i know all rallies look like they're created equal. dynamic moves all over the place. the kind of rally today is the mirror image of the typical sell-off. on day one everything goes up. by day two, we know it will bounce. this is the wait works. the first day in the sell-off. we stop and catch some buys. it's just the same thing.

nothing has changed. before we entity into expects, why does this matter? who cares, isn't a rally a rally? just like i told you last week. there are varying degrees of bad, very bad, real bad. there are varying degrees of good rallies. and this one, well, it was just good. nothing more than that. you want a rally, what is a really good rally? one that is led by the financials, the techs, and the health care stocks. those group think. s make up a huge amount of the dow jones industrials. you have a new fuel. today is robbing peter to pay paul scenario. pun that is derive from the crazy know of the how the brexit will affect eu. when i listen to people who discuss the uk's possible departure, i say to myself, are you kidding me? you think that's big? have you ever heard of donald trump? let's say britain leaves.

will britain have to print a whole new currency? no. will britain be able to trade with europe, yes. there will have there be food riots? no. it is comical how people are so fearful of brexit. the largest car company, the largest savings and loan, freddie and fannie, the largest brokers, like it did during the financial crisis, look though. i don't want to be dwlib. could i say a potential brexit could be the biggest disaster since the germans invented. but if britain votes to snat eu, no one will remember my dire warning. on the other hand if you say that it is no big deal, you'll be pilloried. that's why so many commentators are crying brexit wolf. nobody ever gets dismissed as a moron for being too negative. let me put hit the way.

you can worry all you want but today's actions with many of the usual suspects, even as i wish there was some roaring by the usual suspects. versus the consumer packages goods. cpgs. they're the least risky and most consistent. general mills, hershey, conagra, mccormick. why? because we remain in a deflationary world where the cost that goes into these goods is coming down with you. they aren't cutting there prices, are we? if we catch a recession from too many rate likes, salt and pepper, cereal, peanut butter. they'll do just fine. then there's ulta salon where only a fool bets against mary dillon. every day more women decide they can't go out without make-up. there are too many cameras out there with too many high resolution screens them should

call themselves ulta selfie is that salon. heaven for bid you ever see a store from the mall in the list. there's plenty of takeover talk married with the best stores. looking for that one director, that fellow, he doesn't seem to like. how about tech? poorly represented. inindividu invideoia. it is a wit of a conundrum. it barely goes up. apple closed down today. what else is new? there's advanced micro which comes under the category of, see, we're still not dead yet! the only one is dizzow.

er price line expedia which is wall cheap online travel. pretty much the frugality of shopping at the dollar stores. what is shocking? what kind of companies do we need to see more of that were out there? three. there were only three. three big capitalization stocks to me that are signs that you should have a rally someday. the wet noodle of an economy here and abroad. we have at&t. totally domestic. 3 m and honey well. many scoff because of the nfl package, it is just win baby. it doesn't hurt that the safe has a very safe yield. nearly three times. honeywell? 3m, trumping over slowdowns worldwide with innovation. i'll say it again. it is the ideal for many portfolios. any others? insurers are there. there's nothing like insuring

something and watching it go down because of deflation. and the oils. what can i say? the down side, the bounce sbirg than you think. this is starting to look like a floor. when there is a floor the buyers cannot resist which is why you have the rally we had today. these guys have visions of it in their heads. don't get carried away. the big rally will give way to smaller ones and smaller ones until it is the same old. not until we get fresh money. not until more investors resurfaced and the love affair with the stocks comes back. not just an okay one. it can be taken away from janet yellen or a couple polls that britain intends to stun world and break off from europe. >> caller: you know we love you in the sacramento valley.

>> boy, did i love it out there. i also love oregon. my daughters are there. >> caller: in between sacramento and san francisco for your listeners. there is a boom in the housing tracts and everything is moving. i see the trucks running up and down the road. with all the infrastructure we need done on the freeways and cement. >> i think it is a very inexpensive stock. i think it is a good one. i like cemex. i think you have a good thesis. remember i like martin marietta materials more. those are a little higher priced stocks. ann in washington. >> yes. mr. cramer. thank you for taking my call. i was wondering what your thoughts are on nrf. north star realty finance corporation. and the all stock merger that is supposed to transpire the first quarter of next year. is it good for an average investor like me or what? >> no.

you want to ring the register. we're not arbiters on the show. every time we hold on to stocks, you know what happens when the deal don't get done. jerry. >> caller: boo-ya, jill! >> boo-ya! >> caller: i wanted to call and say that you do a real good job and you have a good staff working for you. >> well, they make me look good every day. how can i help? >> caller: my stock is cypress semiconductor. introducing a new faster semicouldn't ductor kit. they just partnered with my, semiconductors and the automobile technology. i wanted to get your thoughts. >> problem is they did a

convertible. going back over it, i just don't like convertible deals. we saw that, take a look at restoration hardware. it just puts a lid on the stock. that was a mistake that they did that. everybody who ever adheres to that would disagree but i've been around a long time. i don't know how to make a semiconductor. remember, all rallies are not created equal. today was not the best. until you see new money in and return to a love affair with growth, that's what it takes. they can be taken away on a whim. "mad money" looking for something that sparkle this is summer? the two in the jewelry space seem to be losing their luster. i'm looking at jewelry to see if there is a diamond in the rough. then 83 million use credit cards for purchases. how to profit off the credit card changeover that was today. and under siege in recent

months. i'm investigating what is behind the negative chatter even as the stock hit a high. stick with cramer. >> announcer: don't miss a second of "mad money." follow@jim cramer on twitter. have a question? tweet cramer. send him an e-mail ad "mad money".com or give him a call. miss something? head to madmoney.cnbc.com. before a bunch of dreamers looked up to the sky and said, "why not?" and collaboration tools from intel made rocket science simple for actual rocket scientists. and the launch crew met for a moment of reflection. before any of this,

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. what the heck is going on in the jewelry business? the last 18 months, the two largest players have seen their stocks just crater. tiffany's is down 19% year to date. while cignus lost 30% over the same period. including nearly 7% drop on june 2 after some company specific bad news. and this is on top of the fact both had terrible years in 2015. the tiffany stock falling 29%.

signet is off 6%. so why has the jewelry industrier suddenly gone off the rails? we looked over these two stocks. and it seemed like, the apparently company offer others setting itself apart. but then a month later, the number fell and it has been all downhill ever since. sell, sell, sell. meanwhile, tiffany has been in the dog house for ages. all last year the company cut its guidance repeatedly blaming the strong dollar. now dollar's basement flat year over year. still thrashing around like a trapped animal. what's going on? remember we about the giant diamond mine was cutting? er the most reason quarter in late may.

then earlier signet was mentioned most favorly from the grand's interest rate which claimed they hadder put lower quality jewels or lost their stones entirely when people bring in their jewelry to be repaired or resized. i don't know. trading the name. grant's called attention to the diamond purchases. giving a lot more credit risks than they like in a retailer. something that shocked viewers is we with the ceo. it seemed to scare people. at the same time tiffany's just had a lousy word. the company has been struggling with sales. they had the worst numbers. it is a lot. ouch! the only other news we've heard is that tiffany plans to boost

it by reason pressures on the company. i like a good dividend like but i get on feeling these guys are trying to put on a brave face in a lousy situation. when it was just tiffany stinking up the joint last year, we could dismiss it as the problems of a single company. but with signet having problems, maybe there's something big going on. what caused it? here's a company that had a long history of beating the wall street earnings estimates. so when they fell off the wagon in november, the stock was heavily penalized. since then, they have continued to decelerate at a pretty alarming rate. at the time that purchase seemed so smart. in retrospect it looked like they brought zales pretty much near the peak.

we've heard that millennials prefer to spend their cash on experiences, not things, other than make-up, iphones and uber. and at the same time consumers of all stripes seem to be embracing value. it is not that just that sales are slow. there's also the credit portfolio. they lend for to you buy this expensive jewels. and signet lost the financing to customers who prefer to pay for in it installments. expensive stuff. that opens the company to risk, defaults. grand's talked about the portfolio but the overwhelming thesis is that the company has overextended credit to drive sales over the last few years. something that helps explain it. what has changed? we've seen a growing receivable's base. lending standards that were never changed after the

financial crisis. no wonder people are worried. the company is defending it tooth and nail. the credit card company, so i mean there are questions. how about tiffany? no two ways about it. they've went wildly mismagd. they can't get anything right. all last year tiffany blamed the dollar for the woes saying at this time cost of sales overseas as well as in the united states. now the dollar is flat year over year. they're going to need to find a new excuse. unit related softness across all jewelry categories. the thing is in the midst of making excuses, tiffany's nevertheless offered no real game plan for turning things around. they assumed everything will get better. i bought my daughter a bracelet

there. so is there any hope for these jewelry giants? i think signet is in trouble. slowing vaels the one thing. but now the company's very reputation as a jewely merchant is in question and pass problem because reputation is everything in this business. even if the allegations are false and they're not swapping out the stones for cheaper ones, no one has heard this story will want to shop there. it is just a story. in order to combat the bad press, signet has come on the air, increasing the discounts which will hurt the numbers. a strategic review of the credit portfolio. some analysts predict it might sell the whole credit portfolio. that could be a positive. especially since they are trading, more like a bank than a retailer. still, i am not sure that selling the credit portfolio will be enough to overcome all the other problems.

as for tiffany, based on the lackadaisical conference calls, certainly led by the customer relations guy. not anyone from the board. i'm not sure there is a way forward. granted the same store numbers should get ugly. that doesn't make up for the fact they don't seem to have a straflt here's the bottom line. at this point, signet has gone from market darling. it seem like it should have more upside. but that gem swapping story and the credit portfolio worries, they suggest we don't really have a handle on how bad things might be. sounds like more down side. do you know what i say in stay away from both these jewelry giants. it won't hurt you. much more ahead. i'll tell you how the credit card giant who once reigned supreme is facing a wholesaler.

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if you're one of the millions who shops like me at costco, today is the day of the big credit card switchover. after 17-year long partnership, costco no longer accepts american express. they only take visa. that means all the loyalty cards are being replaced by visa loyalty cards by citigroup. er even if you're just using your credit card, costco will only take visa although you can use a credit card by anybody.

given the billion in revenue last year, this is a huge chunk of business that's going away. plus all the credit card debt from all those old cards, $10.5 billion has been acquired by citigroup. this is kind of investable story that is easy to notice. my wife heard about it at the check out counter two weeks ago. that doesn't mean you should go out and buy vees and sell american express the moment you get home from costco with your groceries. that's too stupid, too easy. once you get an idea like this, do the homework. figure out how to profit from it. especially it's been in the works for a year. it's not like, how did that happen? how do we play the transition aside from racking up debt? 3 back old jibl restaurant travel purchases, two back on all the purses from costco and 1% from everything elseful let's take a step back and see what this means for everyone involved.

for starters, the stock fell 6.4% the day the divorce from costco was announced in february of 2015. you know, it has continued to trend lower ever since. down 86 to $62. that may sound harang but american express has lost a big chunk of business. 12 million in costco related loans. and i think most importantly in many ways, the potential for many more cards as part of the costco international expansion. to be fair, that is just one problem of many for amx. companies facing the same head winds including every institution. costco isn't even the only big partner they lost. they lost with jet blue. and same, falling behind as far as technology them got complacent. who can blame them? it's a great brand. innovative new ways to make global payments and transfer

onhine. how about costco? the stock is up mildly since they announced the credit card transition. visa makes a much better partner than american express ask this switch will save costco millions in interchange fees. but at the he said of the day this is not what is driving the stock. right now costco is dealing with a not so hot retail environment. it would have been up with the declining gasoline prices. those two have done a number on the retail. but as we enter the second half of 2016. oil has rebounded substantially. plus, this is a moment where consumers crave bargains. dollar tree, go on. and costco has the best bargains around. you think the biggest winner would be visa which has seen its stock rally 14% since we learned they were getting the business. visa has been chiming ever since

and it is currently just a few points off its all time highs. the fact is, visa has been pen if itting two other factors. first, it is what i call faux financial. they don't actually behind people money. the profits come from taking a very small amount. that means visa is the kind that money managers can safely buy when interest rates are near historic lows. the second positive is that the company noumsed it was acquiring visa. so putting it all together, who set the benefit is most there this gigantic change? i think the switch over is a bigger win for costco than for anybody else. why is that? first of all, the deal will save costco anywhere from 110 to $220 million. thanks to lower interchange visa. second, the new visa rewards

card backed by citigroup gives customers a better deal. that could cause people to shop at costco more frequently. plus, switching dramatically expands the base of potential costco shoppers. before today you could only use a credit card at costco if you had an amx which is costly to get. now you can use visa instead and it has a much larger user base potentially opening the door to millions more customers. it doesn't hurt that it is happening right when the head winds of gas price deflation and the dhar is start to go abate. if it happens, it will likely only be this quarter. so costco breaks it. don't wait for me to pull the trigger. visa just too darn big. losing costco hurt the smaller

american base than the big visa. but it is still a positive for these guys. in addition, over $100 billion from costco doesn't hurt the bottom line. i adore visa but winning costco's business is a sea in the positives. the, amx is losing the business is probably baked into the prices. with confidentco officially switching today, you would think visa is the biggest winner. the most significant positives belong to costco which got a really great deal when it switched credit card providers and they're about to start seeing the gains with the changes going into effect. not this quarter and not this month. still i think both visa and costco, even america's best some changes at the top could regain the luster it lost not all that long ago. let's take some questions.

>> caller: how are you doing? >> with brexit set aside and the fed only succeed to do one more, i'm wondering about jpmorgan. >> it is part of a cohort that i have not been pushing very hard. i don't think that that is a number, enough rate likes. remember, this company needs dramatic rate likes, it needs three, four rate likes before they start making money off your money. so i'm not going to push it hard. >> caller: hi, jim. thank you for taking my call. i want to thank you you and your wonderful staff for all do you. >> thank you. the staff is fabulous. >> caller: i'm calling regarding web based, a little over 25% return. i'm a strong believer in the long term concept of the stock but wanted to get your opinion. should i hold, take a little off

the table or maybe start playing? >> first of all, great buy. we own it. we fwheef natural or beganic tradition. to me, i saw a hot of call buying in the name. people think it is a takeover target. that's not why we're in it. if you think it is a takeover target, i would cut in it half. i think it is a great long term buy. nothing really exciting but we own it for the trust. we think it represents long term. in the value between credit card companies at costco, the real winner is costco. even the issuers could make potential buys. much more "mad money" ahead including my take on a really controversial one called ventas. i'm going to give you my take. with oil's move higher, i've got you covered. stick with cramer.

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within of my shoot favorites, ventas has come under siege. since the beginning of the year it has gotten hit with a slew of downgrades in a smattering of newspaper articles. it is currently up a little over 22%. by the way, a new 52-week high before pulling back at the close. i ha after repeated attacks by an hiss, my view is that's a terrific sign of strength. however with so many analysts

turning negative, we need on get our heads around it before we can recommend the stock. something i always describe people to do. learn the bear case. so what is it? okay. in order to understand why this company has come under attack you need to know what ventas does. a real estate investment trust that owns companies. medical office buildings. it has been a consolidator in a highly fragmented industry with high acquisitions to fuel its growth. it gave you a magnificent gain in 2014, the stock can struggle. down nearly 10%. that's an adjusted basis. the whole health care space came under pressure. the worries that the federal reserve basing interest rates which came true last december were bad news because these higher yielders always perform worse when investors believe they'll be able to get a better return.

a better bargain from bonds. on top of that interesting whole thing went out of style. that was the political concerns. even those these worries were about drug prices. more significantly, hospitals had some issues. regulations from the affordable care act designed to cush costs and skilled nursing facilities and it became cheer we're building too many senior housing facilities in the country. when ventas did a number. there's an independent company called care. medicare and medicaid have been cutting reimbursement rates. second despite all the head winds, they delivered excellent numbers. this year they have come under siege. the stock, just throw everything at it. the heart of the case is that the company won't be able to replicate its impressive growth

that it put out last year. in addition to the skilled nursing business, they made $5.2 billion in acquisitions that were added to the earnings. this year the company has slowed down the activity. that does translate into slower growth. meanwhile the same store sales net operating income has been deceleratin decelerating. it hit the high today. on top of that there are serious concerns about the senior housing market which accounts for more than half the business. senior housing has been blooming and that's in response to the baby boomer generation. long term there will be, there will be demand for these facilities. the population continues to get older but for now the new supply at once, i understand, it could be depressing prices in the senior housing space ventas dwells in. finally a recurring theme has been that it is run up too much. with the stock trading at more than 16 times at next year's earnings which is a substantial

five-year valuation of 13.3. it seems out of whack. does the bear case hold up under scrutiny? let's take it one by one. it is true that it is seeing a deceleration earnings growth. but at love that is because the company does man to make fewer acquisitions. the market has gotten too frothy. in short, they don't want to overpay for the company and i believe that's a wise choice. it remains highly fragmented meaning there will be lots of opportunities down the line. but i think it was said west when we last had her on the show. the stock was pretty much in free fall in march of this year. take a look. >> our guidance last year was 3 to 5%. we had 9%. excellent results. what we lying to give investors is a very transparent money in the bank guidance with no real external acquisitions.

we're a consolidation play. we've rolled up many companies, many properties. we continue to look to do that. i think on a $31 billion company with a good dividend, 3 to 5%, repeatable growth is pretty darn strong. >> the stock has had a big run. how about this oversupply issue? let's deal with that. only 30% of ventas's senior products are from overbuilding. the others are, they are performing quite well. lynn to what deb had to say about this issue. >> we have a great senior housing portfolio at venturaas. 60% of our net operating income comes from infill superior coastal markets, where there is very limited new development. there are pockets of new supply and the reason there are pockets of new supply is because in 2020, everybody sees a wave of

seniors coming. so we think we have a great portfolio. 1 to 3% savings growth in 2016 and we think our portfolio will continue to perform. certainly be incredibly well positioned in the intermediate term when this wave of seniors comes at us in 2020. >> i thought that was very defensible. so even if there's some short term turbulence, the companies are protected. and long term, terrific prospects. it has been diverse identifying business including picking up more hospital exposure when they acquired the tennessee chain last year. what about the stocks valuation? okay. this is more difficult. ventas does sell for 16 times next year's numbers. you have to remember it supports a 4% yield. plus while the stock trades at a premium, indeed to some of its competitors, don't forget that it is best of breed in the

health care real estate trust. and she is really the dean of this portion of the real estate investment trust industry. the company delivered a nice line at the end of april and i bet continues. she is the master of under promising overdelivering. a the love shade has been thrown venlas' way but it hasn't been enough to detrail stock as you see from hitting it. now that we know the fed is on hold i bet kit continue to go move higher. i believe in deb and the 4.2 yield and nibble any kind of pullback. especially when it is inspired by desperate shareholders given the havoc has reigned. why are you deleting these photos?

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directv with unlimited data from at&t. it's a steady stream of entertainment. your favorite shows. streaming on. you can just keep streaming... ...and streaming. hello jim. so much streaming but i'd really like to go home now. my arms are very tired. seize the data! get unlimited data when you have at&t wireless and directv. switch and get up to $650 credits, per line. it is time! time for the lightning round! are you ready skee-daddy! i'm starting with jeff in new jersey. >> caller: mr. cramer, this is

jeff. >> great weekend there. what's happening with you is this what do you think about mike ron? >> i think it will come back. could it get on 15? probably. sully in massachusetts. sully? >> caller: hey, jim. >> yeah, sully, what's up? >> caller: jim cramer, how is it going? two things on say. first time long time. what do you think about it? >> always welcome back on the show. the last acquisition did kill the stock but do i believe in the company. let's go to phil in wisconsin. >> caller: yes, thanks for taking my call. i know you've been talking about oil stocks. have you checked, what do you think? >> well, there is lng which i don't like. i really have cooled, my ardour

has been lost. i have no idea who is running it now. saul in new york. >> caller: hey, jim. i recently got into this one. i wanted to get your opinion. i love the dividends. their there is a big decision coming down. williams and energy transfer. and could it hurt any one of these. 6.5% with oil at 50. it's not so bad. i emphasize there's more risk than you think. how about that? >> caller: boo-ya, mr. cramer. >> boo-ya, josh. >> caller: got a question about

medtronic. >> it's rationalizing things. such a good situation. i lying ike it a lot. dave? >> caller: when it comes to the market no, one does it better. >> thank you. >> caller: recently endorsed by barons. >> i understand regenorron under a lot of pressure. they're bioteches. you can hold on. but understand the group will not do well until after the election. >> reaching for yield. we wanted to be in an at&t at 4.7%. jeff in south dakota. jeff? >> caller: appreciate you taking my call.

mueller water. >> mueller, many, many years ago but i still like the stocks. i think it is terrific. water infrastructure and we like water infrastructure. margo in new york. >> caller: hey, jim, i'm so glad to be talking to you. >> same here. >> caller: i'm talking about -- >> it has a $9 target on it. walgreens is trying to bite. i don't trust the government anymore. let's to go bill in ohio. bill. >> caller: boo-ya. cleveland is living large today. >> there's a classic cleveland stock. i like it very much. there is not much more to say other than they had a real good quarter. that's the conclusion of the line round!

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you see the pattern in the oil stocks? pretty interesting. bizarre stair step where oil goes up, taking all the oil stalks with it. then the oil goes down and the oil stocks go down less. then oil goes up. and you get new highs like we had today for many of the oil stocks. all that is happening is it is bouncing from 45, 50, 45, 50. this is the new dynamic. where we recognize no matter what happens, there are forces driving the bus. while sometime it picks up making it more valuable and the independents more vulnerable. a which is aic case. look how exxon and chevron are back to where they were. that's what i'm talking about. that's the sign to me that investors recognize the down side. the notion that oil will head back to the this is being taken off the table.

if oil has bottomed, then pioneer natural resources doesn't look so stupid. from buying theationers that devin let go last week. yet the to know is still more than 3 points below where pioneer offered the 5.25 shares. that's interesting. then there is, the big oil service company. it has been able to take advantage of the failed merger. the most reason quarter was magnificent. it tends to twrad the best of the best. yet it is now more than 3 points off the recent highs. i like that. do you want higher tech? consider core lacks. it is consistently net forecast because it really is a technology company that finds order rather than how american pain. in my view has a little too much risk. you want to take a little more risk? then think about bp. 7% yield.

litigation risk pretty much behind it. i see natural gas continuing to roll higher and that has been propelling southwest to better levels. like many of these, you haven't caught the bottom but it might make send to put on a light position. i have to tell that you the oil and gas group is the most important when we get earnings. not for themselves but for the banks. i know the bank controls the upside including everything they can charge to what they're allowed to spend on dividends or buybacks. if you want to know down side, it has been all about the oil companies. the banks have so much exposure that they're trading at values, that the value is nonsense given the huge hold these energy low cosmetic have on the this bank sheets. the higher it goes, the more you should want to seller wells farg officially i think you can risk bank of america but i'm tired of recommending it with all the problems swoex the upside meaning the stocks, there is a

lot to like. especially if you believe as i could do have that two important exporters, nigeria and venezuela, heavy a hard time maintaining production. dechilines here, production problems there. remember the

ralries broad based. you see the financials go up, the health care go up, you even see some retailers go up. this is not what we saw today. marchly when it comes to technology. it was only a smattering of company and the financials which open up so strong. even though interest rates were higher, you would think that group had stayed narrow. no. not at all. it is a mini rally and that's all it is. perhaps when this brexit thing is over, we'll get something. i like to say there is always bull market somewhere and i like to find it for you. i'm jim cramer and i'll see you tomorrow.

[engine turns over] [cars vrooming] >> [imitating car] tonight on "jay leno's garage"... that feels good. supercars: they're the pinnacle of design. >> this, to me, was something completely different. >> engineering. >> it really feels like a big go-kart. >> and price. >> $12 million. >> wow. >> but what makes a car a supercar? >> it's an exaggeration of everything that's cool. >> how're you doing, jay? >> can you give me a ride back to la? to find out, i take a ride with "shark tank's" robert herjavec in one of the most iconic cars of the '80s. >> when you want to be a somebody, you buy a ferrari. when you are a somebody, you buy a lamborghini. >> i got a one-on-one with the man behind the one:1. what was your biggest obstacle? >> everything. [both laughing] >> but it isn't all about high speed and handling, as nca