pfizer. i think the stock is going higher. great pipeline. >> i think it's been a nice run by retail, but fade at 46. >> jcpenney look for a lower entry point and get back in. >> target. >> we're back and thanks for watching. see you back here tomorrow. 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. other people want to make friends, i just want to make you some money. my job not just to entertain you but to educate and teach, so call me at 1-800-743-cnbc or tweet me @jimcramer. holy cow, where have i been? the olympics are over, and i've

got my time spot back. the nasdaq advanced just 1.2% still this market is resilient. oil declined 3% today. some of that strength comes from per speculation in response to pfizer's acquisition of medi vation. the game is on to see who it's going after next, could it be sell gene? insight? it already owns 22% of another. the love for tech seems to know no bounce. after renaissance took advantage

of a stronger yen and bid for intra cell. but a lot of it is the gusto for expensive tech spots because of a bright future of amazon and facebook. in fact, it's amazing to see any gains at all after oil took a big dive. plus, we're in suspended animation as we await janet yellen's speech. now i got to tell you, i don't like it one bit when i got to jump to q. but if yellin says in her speech that we need a rate hike soon, this market will get hit. if you are in a training mode, be alert that he could hurt but tough talk. problem as always, is that the job growth's excellent, but wages are stagnant, so what's the point of a rate hike other than we fear the phantom of

inflation? even as dinltation and globalization are permanent wage crushers? we think of this week as a slow week, but when i look at the earnings that are coming i'm stunned by how big this week is. we start with best buy, and jm smuckers. we've seen amazing retail numbers. and much of it has to do with the home, appliances and furniture. gadgets aren't really selling. i want to get a read about products they sell, especially anything apple, fit bit or gopro. i think it's steady as she goes with apple, as we acknowledge that tim cook's been running the company for five years. even if this is a what have you done for me lately market. even though the stock's up 115% with dividends since he took over and valued a 16% since he

came on this show on may 2nd. i'm hearing from channels that i check that gopro's might be lower. smucker's driven by the intelligented purchase of big heart pet brands, capitalizing on the humanization of pets. of of of nearly 10 months and 40, 4-0 points ago. maybe smuckers can reignite. housing's been strong. it seems that the company's been more a referendum on city living and unsustainable high prices. i think we'll hear good things, but sigh, in a week when janet yellen provides the koda. we have what could be a terrific

quarter from pvh, judging by the lean back to school inventories we've heard about the last couple weeks, low expectations and higher traffic in the mall tell me that pvh might be a very good bet ahead of the quarter. also we hear from hp inc. this is getting interesting. i haven't been a big fan, by i'm warming up. why? if they talk about their industrial 3d printer options and how the yen's been so high, you're going to westeish you we in. then there's workday. a cloud-based provider of software, tech specialists, needham from buy to hold ahead of this news. the rap is that there's too much competition. long term, i know not to bet

against the ceo neil bushry. thursday we've got two red hot ones, dollar tree and dollar general, i expect good numbers but i don't know if they'll be enough to deny the rotation of the down-and-out retailers, weakness might be a god send. you'll find a clack of portfolio managers ready to buy them. dollar tree's my fave. i've got like five pairs of sun gra glasses for, you guessed it, $5. signet and game stop, it blames everybody but itself for poor execution. greenback's not that strong versus last year city moanymore.

i say leave it alone. same goes for cignaejewelers. despite its zales brands. known for credit, it's not getting credit for. that's a credit and finance joke. i've been away for a while! that's why i have a new sense of humor. then game stop where the bears keep winning the war. i know that game stop's embraced pokemon go with gusto, but that one game may not be a needle mover. i was more shocked by the sight of japanese prime minister shinzo abe wearing a super mario hat than the fact that he showed

up at the olympic games to hail the tokyo games. this one's been dazzling us, it plays directly to the selfie culture we all live in. the stock's up 46% for the year. if janet yellen says the wrong thing, then the incredible quarter from mary dillon may not matter. the ultimate payoff comes friday when we hear from fed chief janet yellen. she's smart. i'm betting she simply doesn't have enough data yet. but if she does put a september rate hike on the table, then i'm telling you this market won't be able to handle it with the aplomb that so many people expect. let's go to dave in illinois. dave. >> caller: dr. cramer! >> yo.

>> caller: during this rare two week hiatus, which one got -- [ audio broke up ] >> i got real jealous. i spent most of the time doing tomato sauce, thank you. >> caller: sounds good. european banking behemoths have been kicked out of the blue chip stocks 50 index recently due to poor performance and financials are the worst performing sector over the last 12 months, so jim, what are you banking on sheer. >> if jan yellin says we need a rate hike then you're going to want to own a j.p. morgan, a bank of morgan, for which my favorite would be wells. wells has been down so long it's

starting to rolook up to me. let's go to david in north carolina. >> caller: i hope you had a boo-yah vacation. >> it was a boo-yah vacation. thank you for asking. >> caller: my question is about the recent decline of bristol-myers. i bought some stock on this decline and plan to hold it long term, do you think this is a good strategy? >> i totally agree with you. bristol-myers has been, it's been shellacked because it did show some disappointment, but, you know what? to give up on bristol-myers at 58, 59, i think that's a mistake. i'm with you. take a look at the game plan for the week. the fed chief is in charge on friday. wall street with you on every

word. make sure you're listening to every word. iphones, tablets, think you missed the move on mobile? don't miss my ceo, my interview with the red hot ceo of american tower. then it's the race for retail supremacy, i'll tell you which brick and mortar stores may actually withstand the reach of amazon. at home is the first of of retao ipo, is it time to get cozy with the company? i'm taking a closer look. my suggestion? welcome back, stick 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 "mad money" @cnbc.com. or give us a call.

at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. you're here to b

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we're always looking for good things at "mad money," one of my favorites is the growing demand for cell phone towers. i've always thought these companies have a terrific business model. you put up a tower and you can lease space for various antenna. each antenna is almost pure profit. giving the rise of at&t and verizon, you and these towers are in an endless power for subscribers which brings me to the largest trust, i recommended this whole group back in may after liking it for a long time, dubbed amt. there's a new wireless spectrum coming online in this country that will result in more towers. a in fact i like the growth of

international more than domestic. they raised four-year guidance. the company's organic billing growth grew at an is 12% clip, 20% in europe. and a solid 10% in asia. and while american towers poulld back about 3%, let's check in with the ceo of american tower. welcome back to "mad money." >> good to see you, jim. >> have a seat. every time you're here we talk about the arms race and a lot of domestic. but when i read through your conference call, going right to the technology that you're introducing in india, it seems that india could be monday, maybe your biggest market. >> it is as far as the number of towers we own in the country. we have a terrific joint venture with tata. and we're the leading

independent tower company in india with a country of 1.3 billion people, about fo. >> they don't have apple retail stores. apple, iphone 7 and more towers are synergistic. >> they are. and iphone was the catalyst for the tower industry and the mobile is sfri to really take off the way it did. and that's on third generation technology. india's predominantly on second generation of technology. the majority of the people still on 2g. >> two other places that came up, brazil and nigeria. how do you know that you will get paid? i want people to know that's a question in their mind. >> our customers are

multi-national, multi-network operators. they're companies like vodafone, at&t, et cetera. and they are in many, many countries. so the payer is in really solid credit, secondly, we bill up front before the month, just like most leases happen, if you lease an apartment, you pay up front, and you do it that way. so we're getting a really strong uptick, not only in business but reliable payment from these countries and customers. >> of arewhen we first saw each you were a growth stock. you have the compass its fapaci of dividend boost. >> we've been growing the dividend over 20% per we're, and we -- per year, and we expect to do that over the next number of years. >> some people worry about organic tenant growth. to me, you're not allowed, you

don't bra don't break down individual companies. but there will need to be more towers. >> store sales are about 6% for us in the u.s. there's more spectrum coming online, first net will be launched in some form in the next couple of years. and data use is going up over 40% per year in the united states, we're all using more every month and more videos and everybody's going up to higher plans. with the new unlimits coming up there will be more demand. >> there were two lines in your conference call i thought were interesting. the intellectual capital you have organizational capital. >> it's based on, first of all, how to create very complex but mutually beneficial master lease

agreements with these multi-national operators. that's one thing we think we're very good at, where there's mutual benefits hong term along. we can export our ip like a manufacturing company. secondly, we've got an organization in place for many of our people, 15, 20 years just in this business. we've got really great retention rates in our employees and managers. and, again, they can be moved or signed temporarily to new countries and build and bring in that intellectual capital. we're in five continents, 13 countries. >> we've got to keep it short unfortunately. you regard yourselves as more urban, but you're working with small cell. >> yes, we are. we're the largest independent owner of indoor, small-cell

systems, these are in large hotels, casinos, racetracks, things like that. and we want to expand that property set to ultimately apartments to office parks, office buildings, because indoor coverage is going to get even more hard to do and more critical. >> totally true. that's jim catakely, ceo of american tower. coming up, are brits winning the battle versus clicks? don't look now, but retail might just be on the rebound. cramer's got the inside take on what stocks you may want to put in your shopping bag when "mad money" returns. [click]

man: ♪ you're beautiful [click] ♪ i'm coming back to you [click]

interest spending the past two weeks contemplating at a zen buddhist monastery. i had an epiphany. some became convinced that broobrooick and mortar stores are dead, but this past quarter put the light of that supposition in so many different ways. amazon is great with $50 billion in domestic sales, that means there's still enough market share to go around, since america had $4.21 trillion. it's not the be all and end all that so many people think it is. more important, though, this quarter changed our perceptions of bricks and mortar retailers

in individual cases. before many of them seemed like zombies. now it's clear that some of them have a strong pulse. that's why we need to bury the whole death of the mall narrative right here, right now, this minute. because so many mall-based stores put up good numbers with commentary while i was in the monastery. this was a good retail session, when it was neither a quarter marked by a weary consumer, huh-uh, nor a promotionry. americans shop. they were just very picky about where they spent their money. more interested in finding than shopping, as jc penney reminded us. first, fashion's back, the excitement of fashion. we saw nordstrom's anniversary sale after several tepid years.

the needle moved and the company reported better than expected numbers. who else got fashion really right? how about urban outfitters? one of my favorite ceo, richard haen put it in perspective. he went on to say i saw more fashion excitement in this spring than i'd seen in quite a few years. that, along with brand momentum, which they stressed multiple times, brought traffic back, even to mall-based stores. and urban outfitters, i was stunned by this, the lowest mark downs ever, remember non-promotional pricing? incredible. maybe it's back. that's one of the reasons that i expect lululemon to report good numbers in september.

and 13% of the company was purchased. the whole routine is first class and they extended into mens fashion by a man formerly of nike. i love my abc pants that i got from lulu, even as it was a tad embarrassing when i asked my daughter who gave them to me, what abc stands for. it's a family show. i suggest you google it. footlocker's numbers were pretty strong. when asked about whether footlocker's hurt by big box mall closures, the ceo said closing of the anchor stores has been going on for a while. we believe there are only a couple places in the mall that people will line up for products. one is the footlocker store and the other is the apple store. johnson made it clear that the

internet has brought a whole new class of excited shoppers. i love this. they will take a picture of the sneaker on the foot and tweet it out or send it to their group of friends and then footlocker's the beneficiary. sellers have been swarming all over that i think may be brought on by the liquidation of sports authority. they reported excellent sales for nike and underarmour, but it's got momentum for back to school. you have to be impressed in l brands. with the pink division. it helped fuel a fabulous quarte quarter. pink's all about fashion too. jc penney is a classic example of the mall come-back story. ton of cash generation, not like the penny of old, but much better than the old penney. that was the penney that was

before it was almost destroyed by terrible management. it is pivoting back to house brands and furnishings and furniture, plus-sized apparel and sephora. everybody's trying to cash in on that housing market. people are investing in their homes. she wants new carpets appliances, textiles. how well are these doing? it goes on to say we piloted appliances in 22 stores and are blown away. appliances have a sellablebility 10 times higher. penneys with the faltering sears. and we think this is an opportunity to capture market

from sears as they continue to down size their footprint. we know that amazon prime is a tremendous bargain, but the brick and mortar can truly benefit as jc penney pointed out. because the omni channel shopper spends twice as much at jc penney as the pure brick and mortar shopper. home depot pointed out. lowe's didn't have a standout quarter. shopping for the home's just on a different cycle than clothes. but apparel inventories are doing better. so i got an idea. look for pvh to report a stronger quarter. it could be a barnburner. the last quarter was good, but this time they've got calvin klein and denim. and they were selling whelm elw.

and the ceo decided to give across the board pay raises for employees. it's costing the company fortunes in endless training. there's been better supply chains. who knows what jet.com will it yie yield. who didn't get it? macy's and target were the two most worrisome and i think in many ways out of step this quarter. macy's is closing 100 stores, but it fits the pattern of the flailing company with no real purpose. its closures could be a boon for dave and busters, which is looking for big parking lots. how about target? this is a tough one. what can i say? after coming in hot, ceo brian

cornell is now putting up the most disappointing sales, save sears. he blamed some of the outlets for the weakness, he documented, but cvs didn't squawk about it. and who goes to target for apple? who? because many of the apple's non-cell phone targets that target sells put up terrific numbers at other stores. target seems lost in many aisles. and that's not a good thing. let's stop talking about the death of the mall or the waning days of bricks and mortar and talk about those who are fighting back with more retailtainment. the ones who aren't promoting the american consumer, why? because business is too strong to keep on lying. let's go to annemarie in new

york. >> caller: welcome back. >> what's up? >> caller: will you help me with sketche sketchers? i listened to a conference call. >> the stock has been stuck. the quarter was just okay with a high multiple stock. but okay wasn't good enough. i think they're superior merchants. i wouldn't duck out. let's go to nick in illinois. >> caller: i'm doing well, how about you? >> i'm doing good. >> caller: i was calling about starbucks. >> our charitable trust, we are lowering our expectations a bit we think star bbucks is having okay time. i don't know if they're going to bounce back as much as i thought. we lowered expectations which means i don't expect it to take

out its old high anytime soon. >> l brands is fighting back against the amazon death star. much more "mad money" ahead. feel like your portfolio could use a little sprucing up? don't make a move until you hear my take on a new ipo at home. then, wonder where the real m&a hot spot is? it's got nothing to do with pfizer's big takeover. and i'll have names, and no case of the mondays here, i'm taking all your calls, rapid fire in tonight's very special, welcome-back edition of the lightning round. so stick with cramer!

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let's talk ipos. so far this year we've had magnificent public offerings that have produced tremendous gains, acacia communications, the maker of fiber optics, it's rallied 97% since i recommended it at the end of july.

and twilio has run up 115% since i pounded the table on it at the end of june. if you bought either of those stocks according to my recommendation, may i suggest that you ring the register, there's no need to be greedy. in addition to the red hots, we've also seen some scorned ipos that have been, well, not so hot? considerate home, and the symbol is home, h-o-m-e. it went public two weeks ago. it's done literally nothing since then. this stock may not have the sex appeal of a twilio, few do. but i think they may be underestimating it. we're going to play a little game to get our heads around the positives and the negatives. let's start with positives. we know that housing-related retailers have been some of the strongest performers in the bricks and mortar space, think

home depot. tjx is popular. home goods. selling reasonably priced items which can be delivered to your door, no assembly required! plus, this is the potential to be a major regional to national growth story with the company expanding to more than 600 stores before they saturate the mark market, wow. and these are true super stores. with over 50,000 different products. even better, more than 70% of their merchandise is either unbranded, private label or designed by at home itself. meaning they mostly sell their own products. they carry higher gross margins. beyond that, at home competes at a large and highly-fragmented

industry. the largest players have tremendous market share, but the three largest account for 25% of the business. i now think it's eminently do-able. at home has opened 53 new stores, 32 are in new markets. management plans to open 22 new stores a year. however, it's not just enough to expand really rapidly unless you have a consent that works. at home is a one-stop shop for your home needs. you can get all your furniture shopping done in one trip, rather than trekking to multiple stores to find everything you

need. and it's clear it's working. all of at home's stores that were open at the beginning of the year are profitable. and those open more than a year have profits of $6 million. it's terrific. it tells the older stores are still attracting people. if you want to be successful in tre retail, you need to offer an enjoyable shopping environment. they have shopping warehouse that combine the scale of the big box format with clear signage. and an interior racetrack, not like going to ikea where there's barely any organization. by the time you get to checkout

you and your spouse are ready to kill even other. it gives customers good value without the need for costly promotions. and 80% of its sales occur at full price. on top of that, these guys know how to execute. at home uses strict inventory controls in order to minimize mark downs and the private label strategy means they can better control cost. during the 2014 and 2015 years, at home plowed $47.8 million into regrading the company, they also spent another $37 million updating systems and building out capabilities to support the next growth trajectory. so if they expand fast they'll be able to handle it. in the 2016 fiscal year, at home posted 25% revenue growth. these numbers have decelerated

slightly, down to 21.9%, but it's still good. the earnings are exploding. and they've built a ton of new locations. at home went from not quite breaking even in 2015, and we expect more explosive growth. that's the bull case. let's throw in some negative. at home does not have a pretty balance sheet, got more than $300 million in debt, not much cash. that doesn't worry me, because their major debts don't start coming due for six years, and they use the proceeds of the ipo to turn down a $130 million term loan. what else? we got janet yelp speakilen spe over the weekend. it might cause a down tick on home furnishings. and let's just say, we could get

into a trade war. i like at home. let's talk stock. it's hard to get a good read on their earnings power, especially since the earnings seem to be pretty lumpy. thanks to the double whammy of back to school and the holidays, at home are earning 14%, if you're annualizing that, you're looking at 56 cents per share. tjx is nearly 23 times earnings. it's more in line with burlington stores at 28 times earnings. so at home's not cheap. that said, with at home's spectacular 20% plus revenue growth, i can see managers paying through the nose for this one as long as it can execute. it's just that nobody's focussed on it but "mad money."

you need to understand your risk tolerance before you pull the trigger. if you're willing to do a little speculation, you have my blessing to buy at home with some of your discretionary "mad money." we're back after the break. hey, it's been crazy with school being back- so we're constantly going over our data limit. oh, well, now - all of our new plans come with no data overages. wow, no more overages? so that means... go on...say it... we'll finally be in control... and we're back... introducing new at&t plans with no data overage charges.

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it is time! it's time for the lightning round! and then the lightning round is over. are you ready? it's time for the lightning round. we're going to start with brian in new jersey. brian. >> caller: hey, jim, what's going on. >> not too much shakin'. >> caller: i want to know what you think of xpo. >> great quarter, now it's resting, but i think the business is very strong. real good insight. andrew in florida. >> caller: boo-yah. >> boo-yah back. >> caller: all right, man, i'm actually sitting at the terminal

right now waiting to hop on a jet blue flight. >> you have a good time. the stock does not offer a lot of upside. and that group is very, very painful. elysse in new york. >> caller: this is elysse. can you tell me, mr. cramer about apple hospitality and how they're doing? >> that's a crowded space. it doesn't have that big of a yield. if you want to be in a real estate trust, i'm going to send you -- let's go to corey in new york. >> caller: i want to give you a big boo-yah from slou. >> i don't think -- it's had a good run.

i say it's for speculation. it's had such a big run. let's go to aj in new york. >> caller: what do i do with gnc holdings. >> they probably ask themselves that every day at gnc. this stock has been absolutely horrendous. i still won't touch it until they they clean up and have a good quarter. >> that ladies and gentlemen was the lightning round. the lightning round sponsored by td ameritrade. readu create custom alerts for all the things that are important to you. shhh. alerts on anything at all? not only that, you can act on that opportunity with just one tap right from the alert. wow, i guess we don't need the kid anymore. custom alerts on thinkorswim. only at td ameritrade.

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people have been chattering almost non-stop about pfizer's decision to buy medivation for $14 billion. but i honestly think that the news that a japanese company is wanting to buy the u.s. semi-conductor company may be a bigger deal for us. why? because the true m&a hot spot is semi-conductors. we don't know if the intersill deal, it comes after a long line of semi-conductor transactions, like soft bank. and it was a giant premium. now we've known for years that there are way tomb firms in the semi-conductor space. the company formerly known as

bongo. and now broad com. from being cell phone suppliers to being primary players in the internet of things. and when it comes to exemxpi, they're behind a lot of fancy stuff in new car models. i think the chip stocks offer a much more fertile hunting ground. what looks right? there's marr vel technologies, chaired by rick hill. he came right on the show and talked about it and bingo. ma rch marvel had been in the rear

view. i think it would go for a nice premium. i'm always hesitant to speak positively about any company with accounting issues. you know irregularities equal sa sell, sell, sell, i think marr vel stock is a buy. and supplier of analog chips to samsung, this one seems like a natural buy, say, for texas instruments. it's an amazingly positive deal. i thought analog might be interested. no such luck. we keep hearing the chatter that xilinx is for sale. it's led to advanced driver assistance for automobiles, you know how hot that it is. it might make it a nifty takeover target from any chip

company. cy link, i'm not frightened by xilinx. someone should snap up super semi. including integrate the circuits for data and telecommunications. cypress took the stock up to $15. i think it could take it back to 15. now i don't recommend stocks on this show on a takeover basis unless the fundamentals are good, but it does happen to be the case that all these companies are doing relatively well, maybe not as well as arm holdings was but certainly as well as linear or free scale or

broad com. that's why i'm giving you permission to speculate on any or all of them. there there's too much takeover activity to ignore these. but please, only for speculation. stick with cramer.

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first, thank you so much to all you well-wishers for saying where's jimmy cramer? i want him back. made me feel very wanted, even though i was making my tomato sauce. and zoe's kitchen reported a dispaipting number. this is a long-term grower, we'll have more on it later. p haven't pvh is probably what i feel best about. there's always a bull market somewhere, i promise to find it for you right here on "mad money," i'm jim cramer, see you tomorrow!

>> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ who believes she has a new and improved version of a ubiquitous product. ♪ hi, sharks. my name is ivori tennelle, from irvine, california, and my product is the swilt.