long side. 135, breakout level. >> i think scott did that better. i'm melissa lee. thanks so much for watching. see you back here tomorrow at 5:00. meantime, don't go anywhere. mad money with jim cramer starts right now. 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. i promise to help you mind it. "mad money" starts now. hey, i'm cramer. welcome to "mad money." welcome to cramerica. other people want to make friends. i'm trying to make you some money. my job is not just to entertain but teach and educate you. call me at 1-800-743-krcnbc. big move, dow climbing, s&p. nasdaq. what if this move is justified because things are actually

getting better? what if the global economy is truly gaining momentum? hey, that's what we're starting to hear, but few people seem to be listening. i'm certainly paying attention, though. especially as the dow reaches an all-time high for the first time in over a year. ♪ hallelujah the s&p sets a record close for the second day in a row. >> that was easy. >> bold claim. things might be getting better but how about i give you some evidence? i always tell you to listen to that alcoa conference call. so many uses. alcoa is plugged into so many end markets. better than any economist at any brokerage house that's ever going to give you. last night alcoa painted a truly remark bl picture of a world on the move. ceo klaus klein fell has been talking about illuminizatoin. replacing steel in car parts,

expected to grow at a 20% climb at least until 2020. kle kleinfeld knows about autos. unequivocally bullish. strong demand not just behind us, but ahead of us. much more important, though, remarkable reads on vehicles in western europe and china, two areas we thought were, let's just say. for example, europe's auto production is rising at 4%. europe's auto exports increasing by 4.8%. 1.9d% just last year. registration are up an astounding 9.9% year to date. china is simply running hot, no other explanation. 5.2% increase in auto production year over year, sales up 9.3%. 44% rice in crossover and suv sales. 34%. these are stagnantly good numbers. hear anyone talk about them? first time i heard it. best of all, though, are the truck numbers. trucks are a sure sign of

commercial activity so it matters when western europe has an 18.4% increase in, yeah, you heard that, 18.4% increase in truck registrations year to date. 9.4% rise in production. china, chinese truck sales, what are they up? 25% year over year. increased just over the last six months. production's on the rise. 25.8% year to date. that is eye popping, people. i don't know a soul who's talking about that kind of growth. no wonder truck engine ex popor cummins just raised it. we thought the dividend was in jeopardy of being cut. cfo, i quote, chinese growth is driven strongly by stimulus in the market. we went on, we've seen improved electrical use and strong demand in the transes port and packaging seconders. i thought china was supposed to be done. that's got to be why that -- i use to gauge chinese growth has almost doubled in the last few

months. that explains why copper companies have started performing better like freepo freeport-mcmoran. one of the most heavily shorted cyclicals. i'm talking about caterpillar. which now seems to be breaking out of that tight $70 range that it's been trapped in the last four months. oh, man, that stock could roar here. the shorts, well,s let's just say -- >> buy, buy, buy. >> as good as the news on autos and trucks might be, the most spectacular is space. very big changeovers going on in engines and softening demand for wide body jets ceo kleinfeld indicated the lull should disappear in the second half of the year. he told us, quote, we see robust commercial jet order book, fundamentals, end quote. klaus looks at cancelation rates. i like that idea.

he said they stand at .6%. that's lower than last year when things were booming. i suggested the lulls were temporary. then he forecasted double-digit growth in 2017. ♪ hallelujah that's amazing. this industry employs millions. aerospa aerospace, honeywell keeps hitting record highs. alcoa is splitting into two companies later this year. until last night's numbers, i figure you should keep the high value added proprietary segment, called arconic, makes all the airline and auto parts and sell, sell, sell the peer commodity busine business. i think you buy the stock and hold on to both pieces after the breakup. what else could be better than expected? last night i talked to you how difficult it would be for this market to keep going higher without the participation of the airlines. this morning, united continental announced a stronger than expected passenger number, a wee bit better.

that's all right. still a shocker. all we've seen for ages is estimate cuts. the result, this group soared today. continental advancing 9%. maybe the lull is related to terrorist activity in europe which has seemed to die down at least for the moment. we've needed the airlines to have a rally. it's finally happening. transports positively on fire. what a bullish sign. how about the turnaround in the fortunes of the disk drive makers? did you see that? last night c-gate shocked people with a guide up in its forecast. for so long the stock has been a one-way ticket. sure, you could argue it came after multiple cuts. that's shortsighted. the average selling price, asp, for disk drives, a real commodity are going higher. they've been laying off people. it could also be a signal of increasing demand hence the 21% run in one day in c-gate's stock price. that's usually what you get for a takeover, right?

finally, there's oil. i no longer think oil -- i said that niglast night. oil rallied 2 bucks. allowing for monster runs in the whole group. i could not believe things, how they did tonight, continental resources. these stocks never really sold down, last week's definitive dip in the price of crude. you made fortunes if you bought the secondaries from the bedrag ld oil companies. however, what really matters to me, you know we're headed into the bank earnings season later this week and keep forgetting it wasn't just the net interest margin decline what they make off your money and deposits. it's been hurting the bank stocks. it's the resumption of bad loans. the possibilities they were on the hook for tens of billions of dollars in bad loans to oil company and therefore won't be able to return more capital in the form of buybacks and dividends. maybe the regulators will come back to haunt them. since the banks last -- oil almost doubled. aef time oil nears $50, many oil

companies sell crude in the futures market to raise cash so they can meet debt obligations. any bank that wanted to cash out on its loans had ample opportunity to do so. this huge worry everyone on edge a few months ago no longer has the power to hurt the bank group so badly. sure, it would be better for the banks if the fed raised interest rates. strong job growth and lack of loans, a strong combination if you ask me. i know plenty of people say, oh, jim, come on, it's another fakeout. others might say it's all propped up by central banks. i don't care. the bottom line is i think the low interest rates might finally be working and china and europe could be ready to join the u.s. with decent growth. not great, but decent. sure, interest rates might therefore be going higher. we saw that in the u.s. market today. eps growth, that would be a gigantic totally unexpected positive. >> house of pleasure. >> yet the fact alcoa started the earnings season not with a whimper but with a bang. and maybe that's what this big move in stocks is really all about.

tony in california. tony? >> caller: boo-yah, jim, from west lake villagvillage, califo how are you today? >> doing very well, how about you? >> caller: good. jim, i'm split on r.r. dolly. i've been holding for the announced three-way split. >> right. >> caller: i have a nice profit and decent yield. now there's the rumor of the takeover. should i sell? >> i'm glad you called it a rumor. i didn't like the reporting. the reportage -- the ceo is going to split the company. valued between $20 and there are 21. the takeover stuff i can't take it.are 21. the takeover stuff i can't take it. we like a company with fundamentals on "mad money," not a takeover. i'd hold on to r.r. donnolley. steve? >> caller: hi, jim. go packers. bank of america, i'm interested in five to ten year outlook. >> bank of america really has to get its act together. maybe this is the quarter that does it. they weren't able to buy back as

much stock as i would have liked because of the previous problems they had. i like the fact they are the number one in actual mobile banking. here's the problem with bank of america, though. they need rates higher than every other bank because that's what they're really levered to and they didn't get it. bank of america will be fine. it's a big discount to its book value, but i can't pound the table bac. mike in california. mike? >> caller: jim, my question is on twitter, i bought in at $14 a share. is the turnaround due to jack dorsey coming back? >> it's entirely because linkedin was bought. people feel this is the last one that really does fit the mobile, social. i will say this, bob peck yesterday when he downgraded it saying, listen, you want to take over basis, 202 1rks that made me feel like you know what you ought to do, let's to half the position and let the rest run. that's how earnings season begins not with a whimper but with a bang from alcoa.

last quarter was not good by the way. i say be a skeptic at your own risk. we could be seeing actual signs of strength developing that no one else is talking about. mad tonight, it's a piece of the stock market that can act like a rocket to a rally and hasn't started to pick up yet. i'll take a look at these major names. plus our breakdown continues with hitters. moves in costco, hershey's and campbell's soup tell you about the rest of 2016? stay tuned to find out. plus it's a leading provider of renewable power in the u.s. i know you love sustainability. will the winds of change keep this stock roaring higher? stay with cramer. don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer #madtweets. send jim an e-mail to madmoney@cnbc.com. or give us a call at

1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

after another day where the

averages roared higher both the dow and s&p 500 making new highs, i think it's worth checking in on one particular group that can act like real rocket fuel for a rally especially when things are going well. talking about semiconductor stocks, the schchips. we're going off the charts with the help of bob lange, founder of explosiveoption explosiveop. get a better sense of how the semis are doing, where they might be headed, what it means for the broader market. when it is in bull mode, that's a terrific pillar the rest of the market can lean on as it continues to rally. he points out we seem to be witnessing positive reaction here. take a look at the daily chart of the smh, what everyone looks out, semiconductor etf which got hit with a nasty downturn in late april, okay, you can see it goes down here, all right, but then managed to hold on to its 200 day moving average. despite all the -- by the time we got to june the smh had broken out to the upside in a

major way. since then, it's been a strong performer though it plunged 5% quickly on brexit. its managed to bounce back since then recovering all its gains and some. whether it can continue to rally now that earnings season is upon us. this has been all emotion so far. lang thinks it could be a buy opportunity. i'm going to give his reasoning. let's start with intel. it reports on wednesday of next week and it's the world's largest semiconductor company which will potentially give us a fabulous read on whole group. so check out intel's daily chart here. the stock has been breaking out like crazy for the past couple weeks. look at this move. lang points out this tremendous run has happened on very high volume. see the volume here, okay? it's the real deal. and it's not like the move came out of nowhere. it might seem that way to you. according to lang this rally has been building in intel stock since is bottomed in may. i told you brian krusanich is toi doing the right thing and should be in intel. it's propelled by two pieces of

research on friday. a very bullish upgrade from bernstein and nice price target bump from rbc. if you want to understand the bizarre ways charts anticipation -- look at this, at the beginning of the month, all right, it flashed a buy signal, when the black crosses across the red line. that's been one of the reliable patterns we've seen since we started this segment years and years and years ago. it's perfect technical analysis. sure, intel has been screaming higher ever since. take a look at this one. cmf measures the level of buying -- it's frankly been extraordinarily positive. this is a very long period. and it didn't even go negative during the brexit selloff. meaning big institutional managers have just kept buying intel hand over fist in any weakness. with intel pushing up against

its ceiling of resistance at 35 lang thinks it could have a lot more room to run. this is straight up. he's saying it goes straight up even more. it is a well-run company now. next up, how about nxp semiconductors, what i've liked as a long-term investment. the connected car, internet of things. my charitable trust at actionalertsplus.com. nxp has been terrible. may through june, a heads and shoulders pattern. what do we know about that? that's a straightforward pattern. the shoulders, the head. it's the most negative formation in the book of charts. near the end of june, look at this, nxp broke down below the neckline of that pattern. after that which coincided with the brexit, the stock got crushed because of rumors there was going to be a very big shortfall. lang believes the head & shoulders related selling is now done and completed the negative

pattern. now that the nxp is trying to make a recovery with momentum indicators, relative strength, rsi up top here and coming off low levels and the mac-d looking like if could be on the verge of a bullish crossover trying to anticipate here. still nxp semiconductors had a powerful ceiling of resistance at 82 bucks and also happens to be where its 200 day moving average is located. okay? this could be a very difficult thing for it to get to. lang wants to see nxp clear 82, okay, before he's willing to give it his endorsement. you know my view, if you like it at 82, you should like it more at 80 where it is right now. whabt what about a semiconductor stock, makes parts for the iphone, and has been punished along with apple for the past three months? take a gander at this daily chart. this is really intriguing. the improving technicals made

lang believe skyworks may already have bottomed. in recent weeks the stock has made a really good pattern. it's called a "w." okay? a "w" bottoming pattern. 58, it held easily the last time it tested which is very bullish. it was actually upward. plus today the stock jumped over its main ceiling of resistance right here, all right? that's rallying above 65 bucks. very bullish. meanwhile the money flow, i described that, about money going in, it's a web measure of institutional buying. lang thinks it's doing great. there it is. i think it's a little anemic. he likes it. he thinks this stock can go to the high 60s, can climb past 68, little more than 2 bucks above where it's currently trading. the stock could potentially work its way back to 78. hey, that's an 18.5% gain. skywork solutions would be a must-own. doing a good job there. again, linked to apple which has been the kiss of death. finally, what about qualcomm? which owns so much of the intellectual property that makes wireless communications

possible. if you own a smartphone, the odds are good it has come qualcomm in it. how about the chart? since the breakout in late february, qualcomm's stock has been stuck in a tight trading range as it fails to break above 55. right? but lang, lang thinks the stock could be ready to roar. near the end of may, qualcomm made what's known as a golden cross. okay? where the shorter term 50 day moving average, that's the blue, okay, went over the 200 day. something most charts find extremely bullish. you know, i don't know. this is -- you can see it better here. this is where -- this is where we are right now, i'm sorry. this is the golden cross and the stock has been very good since then. qualcomm made the "w" pattern that lang likes to see, all right. bullish crossover. the stock has been basing at a higher level. put it all together, lang believes qualcomm's stock is everything it needs to break through the ceiling of resistance of $55 and keep

climbing. it's losing market apple share to intel. i prefer intel because it's got more catalyst. i'm worried about qualcomm losing that apple business. not lang. he loves the chart. oh, boy. it's a tough conflict for me. a lot of cash in that company. here's the bottom line. last night i mentioned ten stocks that need to rally before we can believe the bull market is real. i sfwot to tell you, if bob lang is vigt about the semiconductors stocks, think they're ready to roar and they do, that would be a huge positive for the overall stock market, not to mention the semis, themselves, some of which very attractive here and could be part of the fuel needed to take this market up to even higher levels than we've seen to date. wow. that would be something. on "mad money" tonight, what chocolate, chicken and fertilizer can tell you about what's ahead for the market in 2016. then it's been one of the most aggressive eni investors in wind energy in the united states. can this utility power your portfolio with renewable

resources? and the real way to play the pokemon craze. has nothing to do with nintendo. may have more to do with something that's in your bathroom cabinet. i'll explain just ahead. stay with cramer.

as the stock market continues to rally, now that we've entered the second half of 2016, we need to look back on the first half of the year to understand exactly how we got here. that's why every night this week i'm putting the first half to bed sector by sector. last night we drilled down the best of the best. the three top performing sectors in the s&p 500. ultra safe utilities. telecom stocks. the energy cohort which rebounded dramatically along with the prices of oil and natural gas. tonight we're covering the best of t of the rest. mainly the consumer staples, the materials and industrials.

let's start with the strongest group of the bunch, consumer staple stock up 9% on average. >> house of pleasure. >> the rally in the staples was similar to the tele cocom stocke talked about last night. a flight to safety caused by economic chaos overseas. >> buy, buy, buy. ♪ >> as well as the search for yield as the return from treasury bonds got weaker and weaker. but while the utility sectors were up double digits the consumer staples only gave you a 9% gain because their gains are lower, many have big international exposure. 9% is pretty darn good especially for a group that tends to be pretty darn slow moving. let's drill down to the five best performers in the staple sector and get to the five worst. top performer in the group, hershey up 27%. that makes sense. makes a lot of sense because the company caught a huge takeover bid in the last day of june. hershey shot down the offer but the stock hasn't given back much of its gains. now regarded as potentially buy bl takeover target.

i do not think we've heard the last of mondolese. the second best stock, campbell's soup. campbell's has made a series of acquisitions that have helped the company bulk up in its natural and organic exposure. the last quarter was widely -- shows you the power of the group being able to move to override short-term stumbles of earnings. third, tyson foods which fell to 25%. tyson started seeing the benefits from its purchase of hillshire farm, gave it jimmy dean sausage, ballpark franks. a packaged meat name that has a higher price earnings. the fourth best consumer staple stock was mccormick spice. i mean, what a company. it's the king. king of spice. up 24.7%. i keep this in my desk. not just to remind me about the ravens who i don't care for, anyw anyway, because i'm an eagles fan. mccormick is a winner. sixth, cisco corp up 23.8%

boosted by the involvement of nelson's trian fund. took a gigantic stake in the company. beyond the top five, the big tobacco stocks did pretty well, too. there's a common theme here. investors like to buy nice, safe, consistent companies with slow but steady growth in an environment where it's hard to come by. what about the five worst performing stocks in the consumer staples sector? one exemption, they're all supermarkets or drugstores. too competitive. walgreens, castco, going up against everybody including amazon. kroger 12%. they're really retailers. the one exception in the bottom five, hormel, the maker of spam. given how the stock rallied more than 50% last year, applegate farms, king of natural organic meats. the expectations got ahead of themselves. hormel is an international business being the main source of disappointment.

next up, how about the material sector? drop off in performance. plus 6.7% in the first half. if the consumer staples group was a lesser version of utilities, the materials h s co was a lesser -- after crushed in 2015 thanks to worries about global growth, especially china, many with bounded in the first half of 2016, that allowed the materials group to begin making a comeback. the range is so diverse that you see a stunning range of performance. best material stock more than doubled, worse declined by 40%. let's go through the biggest winns and losers. best performing materials play was mining. wow. it's been a long time. that's a gold miner. get this, it rallied 117% in the first half aided by 24% increase in the price of gold plus on the last day of june newmont announced, indonesia. number two, freeport-mcmoran, that ran up 64%.

why? the underlying commodities were covered. investors realized freeport was no longer in danger of potentially going under. something many people worried about the beginning of the year because their stressed out $20 billion balance sheet debt. we got albomar. don't talk about this enough. chemical company saw its stock rally more than 41% mainly because of its involvement in lithium. so essential for the batteries in your devices and even electric cars, tesla. fourth and fifth are martin marietta and volca materials. up 40% and 27% respectively in the first half. when you look at the bottom five materials, two fertilizer plays. the whole ag sector is bad. westrock, a corrugated packaging company. alcoa, aluminum maker. what you see in the materials sector if you had exposure to a commodity that was going higher, your stock did well.

if it didn't, stock got left in the dust. go buy alcoa, please, aa. it's starting to soar after the last robust quarter and the split into two. how about the industrials? another group on average did pretty well up 5.6% in the first half. when you drill down, you find a wide variety of performance. while makers of machinery and heavy equipment gave you excellent gains, there was decline in airlines, the s&p industrial select sector es etf. i might group things differently but i'm not the ones who make those decisions. the strongest industrial, tyco, whittled down to a -- tyco rallied 43 % in the second half. why? taken over by johnson controls. i love that combo. number two, cummins, cmi, big engine maker. the company bought back a large

quantity of its stocks. nice dividend boost this evening. fourth, waste management. waste management is a stealth play on residential construction because new homes mean more routes for the garbage trucks and more trash for landfills and of course the construction of a home produces a lot of waste. l3 communications, defense contractor focused on command-controlled communications, surveillance, reconnaissance systems as well as avionics and training devices was next. l3's 22% gain in the first half em emblematic of -- police are forced to arm themselves, watch nato here. fifth industrial, roy, xlyem. the water technology play we talked about two weeks ago, among other things helps build out residential water and waste water systems. stocks up 22%. part of the water bull market we talked about yesterday, including waterworks. worst performing stocks aren't

really what i call industrials. talking about robert half, which we know did terribly in the first half although they had a great move today. if you're an actual well run defense contractor the last six months, let's say they were pretty darn good. here's the bottom line. consumer staples outperformed the first half. part of a flight to safety trade. many material stocks did very well because their underlining commodities rebounded like with the energy cohort. the industrials have pockets of real strength like construction machinery that were all set by weakness in the transports. will past be prologue? that's what matters. if the economy does strengthen here, then it will be the materials and the industrial stocks that likely will have a lot more room to run. >> buy, buy, buy. >> john in california. john? >> caller: boo-yah, jim. we love you out here in sacramento. >> man, i love sacramento when i live ed there. what's up? >> caller: my question is, we do like unilever and were wondering

if the brexit thing would have an effect on the company. >> unilever is great. the charitable trust owns procter & gamble. manuel in illinois. manuel? >> caller: how are you, jim? thanks for taking my call. >> of course. >> caller: xte, constellation. >> xte, someone was criticizing me on twitter saying it hasn't moved up in the last 24 hours. that's a high quality criticism, isn't it? constellation is a buy. it has the best growth. the start of 2016 could give us some hints as to what's ahead. if the global economy is strengthening as i say it is, the materials and industrials. still more "mad money" ahead. utilities are some of the top performing stocks to begin the year. next i'm speaking to a ceo who's

pushed his company hard into what many consider to be the power of the future. find out why avangrid is big in wind energy. and everyone's talking pokemon go. the truth behind the trend reveals a big new technology taking shape in silicon valley. i'll tell you where it may make sense to invest, make some money. got to hear some names in that one. finally a lightning fast lightning-powered edition of the "lightning round." your questions are coming right up, so stay with cramer. ♪ hi daddy!

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because you have enough to worry about. i did not see that coming. don't deal with disruptions. get better internet installed on your schedule. comcast business. built for business. back in december, holdings emerged with eberoil usa to create a brand new utility, avangrid. combined gas and electric operations in connecticut and new england, the utility business in new york and maine, not to mention their large wind portfolio. we're going to talk about that. i bring this up because the utilities were the best forming sector in the market during the first half of 2016 and the newly created avangrid gave excellent gains as well. stock over 25% since the merger last september. not only does the company has a

traditional utility business, supports a solid 3.8% dividend yield, a major developer of renewable energy with wind farms all across america, plus avangrid blew away the numbers when reported at its most recent quarter at the end of april. can the unconventional utility keep climbing? let's take a closer look with james torgerson, ceo of avangrid, to find out more about his company and his prospects. mr. torgerson, welcome to "mad money." good to see you, sir. have a seat. this is exciting for me because like many people who have kids in their 20s, i always do, they always say sustainable, sustainable, sustainable. give me some company that is. you got a traditional utility business but you're also the major wind company, you're the parent, major wind company in the world. is it competitive? >> yeah, wind power is competitive today. when you look at the cost for wind, it's very comparable to a gas combined cycle plant. you can generate wind at the same price as you can get for any other electricity source. >> let me just go there. i mean, sometimes it's not

windy. >> well, it's not windy but the factor they have, the capacity factor they call it, it's how much of the wind blows. for the newer ones, it's like 50% of the time. so then the other part we're going to need is more storage to be able to generate the electricity, store it and use it other times. you do have to have backup. you're right. the wind doesn't blow all the time. >> but it's possible because spain has got such a huge component that's done by wind that we could have that in this country someday. >> yeah, between wind and solar, too, but both of them, yeah, you can -- as long as you have another source to back it up. they use hydropower. use pump storage. pump up, bring it down at night. when the wind's not blowing, they use the electricity from that. there are other alternatives. >> your utility has exceptional growth, much higher than traditional ones we follow. how much of that is wind and how much can wind add to growth over multimilli multimilliple years. >> 8% to 10% growth. >> you're talking about an area of the country -- >> that's true. the utility is growing.

rate base probably growing 6 %. the wind is adding quite a bit more. we're adding more. we already have contracts, burr chas power agreements, we'll have up and running by the end of 2017. we're looking to add another 600 megawatts on top of that by at least the end of 2020. when you look, 5,700 megawatts of wind power today. we're going to put in another 1,500 megawatts in the next 5 years. hopefully we can do more than that if we can get more purchase power grid. >> who do you use? whose technology do you use? >> a number of them. ge, all the major ones. we bid competitively. technology is actually fairly comparable. they're all a little bit different. you know, they've gotten so much more efficient and they've gotten better because they use software now that can help dynamically control how the wind -- when the wind shifts a little bit, they can dynamically control the wind turbines so it's getting the maximum output

from those plants. >> is this internet of things, machine learning that we're talking about? >> somewhat, but it's actually we control everything in the u.s. from one control center. we can control all of our wind turbines from one spot and shut them down, bring them up, do whatever needs to be done. we check them to make sure they're performing adequately, we can maintain them, so, yeah. >> one thing that's amazing to me, we're all convinced the only place the wind works and is cheap is the great plains and texas. you're building in new york. where in new york that has enough wind? >> up in the adirondacadirondac. along the ridge lines. you get more wind. we're building them in new york, new england, texas, out in the west, california, up in oregon, along the columbia river gorge. and also in the midwest up in the upper midwest. the capacity factors are different. >> right. okay. you also have an interesting project going on with metronorth. >> right. >> how do you make money on that? >> that's our transmission business. we're, you know, we've had -- our transmission lines run along

the catanaries for metro north. those are about 100 years old. we need to move the transmission lines off of it, keep it on the right of way. we're going to spend about $150 million moving that to make sure we can get the power back and forth along that corridor. >> now, i look at your balance sheet and it's actually -- it's very strong. it's even stronger than i would necessarily think a utility could be. so that would mean that you could also grow by acquisition if you wanted to. >> yeah. m&a is always a possibility. we're very happy with our organic growth we can do. we got 8% to 10% earnings growth from what we know right now. from what we can see. we only have 24% debt. we have capability to do quite a bit right now. the more the better. >> well, i think it's an exciting story. for those who are looking for something, a younger person who's looking for growth, as we talked about yesterday, with sustainability, i think this avangrid is a good one. james torgerson, the ceo of avangrid. "mad money" is back after the break. what's better than "mad

money"? how about more "mad money"? follow "mad money" on facebook, twitter and instagram to go one-on-one with cramer. >> reaction. what other questions do we have? ah, i always tell people you got to start with an index fund because i need you to be diversified. >> get more with guests. >> how do you stay -- >> and go behind the scenes with the most interactive show on television. >> if you can't explain in three bullets why you're buying a certain stock, don't buy. >> follow "mad money" today. you both have a

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"lightning round" is sponsored by t.d. ameritrade. >> it is time. it is time for the lightning round. you say the name of the stock. i don't know the calls or the name of the stock ahead of time. i tell you whether to buy or sell. when you hear this sound -- [ buzzer ] -- then the lightning round is over. are you ready, skee-daddy? we start with harvey in virginia. harvey? >> caller: yes, sir. it's an honor to ask you about tractor supply. >> obviously they preannounced that last quarter. you know what, i got to tell you, when i look at what they kid, i still think it was weather related and i'm sticking

by it. let's two to edwin in alabama. edwin? >> caller: hey, boo-yah. and war eagle, jim. this is edwin in birmingham, alabama. >> okay. >> caller: my daughter, sidney, is a premed major at auburn university. but anyway, thank you for allowing me to ask you a question. >> okay. >> caller: my question is on cambrex. >> we like that. up nine points. this group is on the move. i like it. >> buy, buy, buy. >> go auburn. let's two to bob in vermont. bob? >> caller: hi, jim. i'm a first-time caller but a longtime listener. >> okay. >> caller: my stock is symbol mtn, vail resorts. >> i'm going to give you a hinlt, zika, the mosquito does not survive north of 6,500 feet and that's why that company is

doing so well. let's go to jackie in new york. jackie? >> caller: hello, jim, boo-yah. >> boo-yah, jackie. >> caller: you have a great show. i look forward to your show whenever i can catch it. >> thank you. >> caller: my question is about apple hospitality -- >> this has been comiing back along with the other hotel reits. they have a good place for you. let's go to mike in nebraska. >> caller: boo-yah, jim. mike in husbakers country. >> i remember the huskers. let's bring back that football team. >> caller: amen. i've been watching you for two weeks. learning a lot from you. thank you. i'm a first time investor. i've been researching general dynamics. >> i like gd. number one is lockheed martin, over 250. i still like it. my action alert owns it. number two, northrup garman.

how about randy in wisconsin? randy? >> caller: boo-yah, cramer. >> boo-yah, go packers. >> caller: hear, hear. i want to know if cat is a good buy. >> okay. cat is at the precipice of a breakout here. the shorts are going to press it. i think the news out of china is good enough that you could finally have a quick spurt as the guys realize they have to cover. i say -- >> buy, buy, buy. >> even though it was up two today. let's take one more. ben in texas. ben? >> caller: boo-yah. >> boo-yah, ben. >> caller: looking at verifone. >> verifone, you know when you put the credit card in the machi machine, makes you wait 27 minutes and approves you? it's upsetting people. i want them to set the word straight because it sure ain't their fault. that, ladies and gentle hemen, the conclusion of the "lightning

round. >> "the lightning round" is sponsored by t.d. ameritrade. or jerry getting dumped every third tuesday. jerry: every third tuesday. we have pattern recognition technology on any chart plus over 300 customizable studies to help you anticipate potential price movement. there's no way to predict that. td ameritrade. in new york state, we believe tomorrow starts today. all across the state, the economy is growing, with creative new business incentives, the lowest taxes in decades, and new infrastructure for a new generation attracting the talent and companies of tomorrow. like in rochester, with world-class botox. and in buffalo, where medicine meets the future. let us help grow your company's tomorrow - today - at business.ny.gov

does something about getting older somehow disqualify you from being able to make money? that's what i keep wondering as i watch the stock of nintendo levitate because it owns a piece of pokemon go, a craze that my kids are caught up in which makes no sense to me. when i picked up the front page of "the new york times" today,

saw an article not about the game, that's already old news, whether the game may be better for you because it's played outside. then i saw a story about the s&p 500 hitting a new high buried all the way back here on b7 of "the times." the irony wasn't lost on me. stocks don't matter as much as pokemon go. yet the world of youth has overtaken the world of stocks. like bob dylan says, if you're going to invest, the times are a changing. our sons and daughters are beyond our command. doing things with technology that we can't understand but better start learning or left by the order that's rapidly changing. this isn't some sort of midlife crisis i'm having. if i can go by the midlife rubric. i'm talking about the need to keep up with instagram, snapchat, boomerang. and a host of other applications. or you simply want to understand why a cohort of stocks are going higher. hitting new highs. you also want to understand how a hamburger can be made by two people instead of three because of automation, saving minimum

wage. or how machines can produce millions more oreos per hour than humans. now let's put this into dollars and cents terms that can help us make money. it's still "mad money." pokemon go may be a craze but a craze based on augmented reality. a few weeks ago i was in silicon valley. i asked people what was the next big thing, half a dozen of them said a.r. fortunately enough, i was aware enough that the abbreviation stood for augmented reality. i've made it a point to read as many trade publications about silicon valley before i tgo out there. i'll never let that high ro glisk get me again. most of the people truly involved in working on a.r. weren't sure, may be next year, may be the year after. instead it happened last thursday. younger people adopted immediately. i don't know at this point when i was the age of the pokemon go

players, i was holding down two jobs. my mother would have charged me rent for this stuff. there's no way of making money off it in any sustainable way. the stocks can go higher. i can't recommend them just on the fact there's a motion. the game could be here today, gone tomorrow. the concept. instagram made it you can't walk outside without wearing makeup, ulta salon, estee lauder. can't make money on uber, airbnb. some people say uber will never make money. knowing what they are, you should be thinking about buying. yes. twilio even up here as the software infrastructure solutions power a lot of what's behind the two companies not to mention facebook. twilio's way of working with customers as part of the contract makes me think the stock could, yes, i'm going to use the term, double after these levels. t

. twilio, 15 bucks made no sense except for the negative environment we're currently in which is so punishing even to the best growth unicorns. there was a terrific ad campaign, pepsi for those who think young. for someone like me that resonates with buying the perfect stock, pepsico. the stock market for those who think young or at least you'd better because your old road is rapidly aging and the times, they are a changing. stick with cramer. ♪

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f[announcer] is it a force of cards annature?ces or a sales event? the summer of audi sales event is here. get up to a $5,000 bonus on select audi models. very exciting interview tomorrow morning on "squawk on the street." ken powell, ceo of general mills. what a horse that stock has again because ken has reinvented his company. much more natural and organic. i cannot wait to interview him along with my pals from "squawk on the street." like to say there's always a bull market somewhere. i promise to find to just for you right here on "mad money." i'm jim cramer and i'll see you tomorrow.

>> today when it comes to motor vehicles, there are lots of rules. we're told where to drive, how fast to go. there are rules that dictate design, rules meant to keep us safe. [snores] [engine revving] but tonight... [airplane engine roaring] we turn the world upside down, and we throw the rule book out the window. my wife is gonna kill me. i'm diving headfirst into the insane world of sidecar racing. i'll get behind the wheel of a monster truck... i've done some dumb things on this show, but this is right up there. to fulfill that primal urge to flatten everything in my path. whoo-hoo! and we'll find out what we'll be