>> and there's going to be debate about this. something is going on in netflix. giddyup. >> interesting. i'm melissa lee. thank you so much for watching. "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 work somewhere and i promise to help you find it. "mad money" starts now. hey, i'm cramer. welcome to a west coast edition of "mad money." welcome to cramerica. my friends, i'm just trying to make you some money. my job is not just to entertain, but to educate and teach you, so call me. or tweet me. i'll be at cnbc one market all

this week defining the future series where i'm working to connect you with some of the most innovative people and companies in business today, both public and private. how do you escape a dreerry day in the market? dow lost 85 points. s&p shed 85%. you i'll tell you how, you come out to san francisco for the week, that's how. we're talking about all of the companies and these aren't acceptable for the wins of the fed and lock of economic growth worldwide. we are talking to companies that are trying to win your affection. either for themselves or for their customers. they're not content to just give you the same old same old. they want to give you some things that are bigger than what you need right now. because they are trying to give you what they think you'll need. in the future so you can stay ahead or the competition just beats you. all right? that's what it's about. think about it like this. action in the day-to-day stock mark set hostage to what some federal reserve governor says

about raising interest rates or the price of oil. whether it is 50 or back to 45. whether deutsche bank will escape the death penalty for the justice department. these pro se concerns really do matter in companies traded because these issues can impact their earnings per share. but when you come out here to silicon valley, what you see is a group of companies trying to anticipate what their competitors might do or their customers, either businesses or individual might want. now there are plenty of tech companies that are in charge of their own destiny but because of their sheer size, the stocks on the day-to-day basis tend to be hostage. do the s&p's future. think of amazon, facebook, alpha bet, or even apple at $609 billion, these are all major component of the averages which is why they can often not escape the gravitational pull of the big indechs.

they will rise and fall and not on anything they've done themselves. remember most of the money involved in the mark set related to asset class investing. we have hedge funds with oil reverse they should sell s&p futures which have the power to knock down any stock. especially the ones overweighted in the industryes. we have the s&p 500. if they get money in, that money is applied. boosting stock valuations across the board. and vice versa, i suppose. as is the case today. because of widespread aversion as an asset class, aversion years in the making, money tends to fle out and not in. however this market today, the morning, didn't start out in the red, before the fun flows turn negative based on worries and fed tightening. amazon stock hit an all-time high and talking about how the quarter is going better than expected. we saw alpha bet stock go higher. and rally once again that its capacity restrain on the new

iphone 77. and they were surrendered as the session went on. let me ask you a question. do you think these multihundred billion dollar valuations were caused by the daily eb and flow of funds? come on. only a fool would believe that. no. these valuations come from ingenuity and accurate sense of what you, the consumer, are thinking about. take sales force, hosting 171,000 people in san francisco this week. when ceo started sales force it was all about making companies better and selling things. those people who i know sold goods with sales force used to joke it was big brother and your bosses knew your every move. over time, the company lost that appalachian and became a tool for knowing what the customer wanted before they knew themselves. then social in the cloud to make you a more efficient and probable sales person. the now it's buying companies like formerly public demand wear

or like crux to help manage billions and billions of bits of data and interpret them. you interpret it correctly not by wishing but by machine learning. that's how sales force can have intelligence, that while artificial, is anything better than our actual noggins can come up with. it's that kind of thinking that links sales force of rumors to take over twitter. twitter could be the ultimate predictor of what people want while at the same time off the level of concierge service to customers that doesn't exist right now. this has nothing to do with what twitter looks like if you think of twitter as it is. it would be a colossal mistake, i think. if you look at twitter as it could be, snagging corporate customers by interpreting its data, then maybe it would rival amazon and facebook and knowledge game for their customers. why aren't they more customized to ma macro event.

the digitizing of your efforts and mobile, social, cloud and artificial intelligence. let me give you bottom line of our trip to san francisco with an analogy. these cloud computing companies that we're speaking to are mechanizing your horse-base army. so it can compete against the other guys' tanks. like with the old-fashioned horse calvary a century ago. you either adapt or you get annihilated. let's take calls. dan in texas, dan? >> hey, cramer. big texas sized boo-yah coming at you from dallas. i'm a long-time follower from the cramer days. so i have a core position, sketchers, and i saw fundamentals in the organic growth opportunity but it's been static recently and i'm curious to see if an acquisition of sketchers makes sense. and do you think the leverage is larger international presence to advance sketchers quicker than

they could grow organically to get sketchers back to the huge growth rate it used to have? how likely do you think that is especially with such a low forward muscle. >> first of all, thank you for the kind words and for the way back compliment about when you've been watching me. look, i recommend a stock to take over basis. i think sketchers guys look forward to talking and i do have to tell you they did lose momentum. stock is coming down. it's cheap. saw upgrades the other day. would it make sense for adidas to buy them? i think it would make sense if sketchers wanted to sell. that's not mioren station with them. let's go to rocco in oklahoma. rocco? >> caller: boo-yah, jim. i'm calling from university of oklahoma. thanks for taking my call. i bought taser a few weeks ago in a government contract opportunity and continuing civil unrest against police. they lost nypd body camera

contract. so do i buy more or sell my loss? >> first, thank you for coming from a school that we did our show in in 2009. thank you mike price for doing that. setting that up and a fabulous school you have. i know taser stocks now dropped. i think i'm not saying that anyone knew that the stock had been very weak and i like the long-term story. yes they lost their customer. no, i would not sell the stock. now suzanne in california. >> caller: hi jim, love to have you in san francisco. love, love your show. >> thank. >> caller: so getting down despite the upgrades on thursday conference, i know they bought swiss company and they have three new drugs in the pipeline. so i would like to know your thoughts and where do you see the stock going from here? thank you so much. >> thank you, suzanne. i don't like to sell gino on daily, monthly, weekly or quarterly base pips they have a lot of things in the pipes. they have the best pipe there is.

i think it should be held as core holding for those that want high quality pharma. here it is, adapt or die. that's the lesson on the west coast. for the rest of the coast, a peak of the companies that help businesses beat back competition and get your business. defining the future from cnbc 1 market. we heard quite a bit about high profile taxes this weekend. why not sit down with the ceo of push turbo tax markets. i want to hear more. plus the digital data is make cybersecurity more important. business behind keeping your information and e-mail safe is just ahead. but first wbt shark is in the house. billionaire investor shark tank star and great american friend also of the show, mark cuban, joints me to talk about entrepreneurship, economy and yes, the election. so stick with cramer. >> don't miss a second of "mad

money." follow @jimcramer on twitter. tweet cramer at #madtweets. send jim an e-mail to "mad money" at cnbc.com. or give us a call. miss something? head to madmoney.cnbc.com. at cn. or give us a call. miss something? head to madmoney.cnbc.com. cnbc.. or give us a call. miss something? head to madmoney.cnbc.com. or gi. miss something? head to madmoney.cnbc.com. cnbc.. or give us a call. miss something? head to madmoney.cnbc.com. or gi. miss something? head to madmoney.cnbc.com.

lepe's foods is a locally owned here in santa rosa. as a small business, we're always looking to save money, and pg&e was able to help us. i help the small businesses save money and energy. it feels great. we looked at their lighting, their refrigeration system, and with just those two small measures, they were able to save a good amount of money. i was shocked. i couldn't believe that i could save $1,500 a month. with the savings that we get from pg&e, we're able to pass it on to our customers. it's pretty awesome. learn how your business can save at pge.com/businessenergycheckup. together, we're building a better california.

what do you do with the stock of intu? assisting millions of americans each year with push turbo tax, helping people with quick books. that's fast growing product. it has gone up 6% since we recommended it on tax day. it is cooling off late. giving cautious guidance for the next quarter even as they

quarterly result were fantastic. can. company deliver growth the companies want or do we need to be concerned? let's talk to the ceo of intuit. welcome back it "mad money." >> thanks for having me. >> taxes have never been sexier. they are in the news like i've never seen it. do these stories intrigue you just about giant losses and carried forward by someone running for president? >> you know, we have seen a lot in three decades when it comes to taxes and it is hard it surprise us these days. >> fair enough. that's true. that's a big business reals sfrat mr. trump. one of the things i found that is so refreshing about what you do, initially thought of you as a desktop configuration tax company. it seems like now you are the evener of the odds for small business. you're trying to get a odds from 50% that fail over five-year period to lower than that. that's really seems to be your goal now.

>> that is. jim, i have to tell you, we're proud of having that as a mission. that's backbone of the economy. whether it eat u.s. economy or world's economy and the odds are stacked against them. we have seen a big shift in the cloud. two years ago about a third of the small businesses adopting the cloud, now at 62%. we have seen that same tipping point. that's the great equalizer. can you do things with machine learning. data. connecting your different aps and seamlessly through the cloud and we are seeing real success for small businesses. >> we wouldn't know how to do it otherwise. i'm trying to figure out, how do you do it otherwise? we just said, let's do it from the start. >> it's crazy. about 40% of small businesses are still paper and pencil. shoe boxes and small spread sheets. you don't have to know accounting. set the invoice, set the payment, and everything happens for you. >> it is one of the things you do besides even the odds. you save time. >> yes. >> and people don't have time. you're creating time for businesses. >> it is. and small businesses want to

focus on the business they started. they want to work with their customers, have the ability to make the place look the way they want it to look. they don't want to deal with what would historically be back office functions. so just accept the payment. just go ahead and do your inventory and everything will happen for you on the back end. accounting goes away. it disappears. >> but you are still best friend and want to win heart and mind of accounts. >> absolutely. other critical success for small businesses we talk about those that fail in the first five years, odds of success are 89% if they work with an accountant. we have to help your small business client succeed and if you use quick books and do your taxes, we save two hours for every return and an accountant down loads data and their software. >> that's how we found you. i went to my accountant and said, we need quick books. i don't want you touching it. because we don't know how to do it then we screw it up and get in trouble. we don't have time for that. is now you have a great analogy.

and you even talk about dissatisfaction with what you're doing. but you talk about how do you want for individuals, you want a mowed lawn but you don't want to know the lawn, right? >> right. you have two different groups. whether taxes or accounting or payroll. there's a group where they know if it is simple they would be empowered and do it themselves and save money. there is another group like the lawn mower ajl aanalogy and i w pay the neighborhood kid to pay the lawn because i want to spend time with my daughter. those are called the "can't be bothereds." >> i think gee i think you can do it. your goal is to grow 10% organically and you will meet that goal, aren't you? >> our long-term history is achieving double-digit growth. we came out of this last year with the wind at our backs.

guidance of 90%. i know a lot of people would like to see that be a double-digit number and we will see how it plays out. >> it is clear that tax store model seems to be old. >> well i will say this, there has been a secular trend for ten years to the do it yourself solutions. have you the millenniales who grew up with smart phones in the palm of their hand. they are able to take pictures of everything and get their taxes done. that's empowering the do it yourself solution. this year we picked up three point of share. we are at 65% share in pusho tax. >> what's my cost if i want to use you guys? >> for 70% it's free. >> this is the best -- this is the best freemium mold i have seen. you do want to upsell. but if a person just want to use you, they can use you for free. >> yes. when you think about the people living paycheck to paycheck or just coming out of college. let them use you for free. and then as their taxes are more complex, we will charge them

when we have a paid relationship but for now, let them use it free. 150 million filing taxes. only 45 million right now. we have a lot of opportunity for growth. >> i tell you, i thought the quarter was great. i think you guys are doing fantastic job. we're sticking with you. ceo of intuity. "mad money" is back after the break. >> from the court to the shark tank and on to the campaign trail. >> in hillary clinton's america, the american dream is alive and well. >> bad boy billionaire investor, mark cuban, makes his return to "mad money." his uncensored take on technology, entrepreneurship and the election just ahead. the experts at cdw brought i.t. orchestration to our school

and modernized our classroom experience. which is sick, unless you're the class clown. the cloud app ecosystem got everyone excited about learning again, instead of my hilarious pranks and shenanigans. [ frog croaking ] and the new wireless infrastructure lets miss smarty pants access her data from anywhere. i might have to actually learn something this year. modernized learning, thanks to i.t. orchestration by cdw.

it's not often you get the chance to speak with a genuine self-made millionaire.

earlier today got the chance to speak to mark cuban, charismatic tech billionaire who you recognize as the owner of the dallas mavs or one of the main stay investors or shark tank. cuban has made headlines about his controversial opinions about a certain candidate. whatever your politics, you need to know this guy is a real deal. always worth listening to and learning from. we talked earlier, no-holds barred. mark, dream pitch first ever. extension of shark tank? >> kind of. what beneoff asks, i do. >> why is that so important to you and you don't have to necessarily support anybody? you can just go run the mavs. >> i just love it, right? that's where i get my juice, right? helping young entrepreneurs, women entrepreneurs, military entrepreneurs. anyone who has taken that idea and the next step. they've started a business and if i can support you, help you

in any way, i will. that's why i do shark tank. shark tank sends the message that american dream is alive and well that anyone from iowa, arizona, poughkeepsie, wherever, can start with an idea. turn it into a little business out of their garage and boom anything is possible. >> all about execution. >> the one thing you can control in life is your effort. no one can stop you from that. >> that has to do with sweat equity and a belief in yourself. >> right. >> but also i guess not being able to let people say no to you. >> right. i'm terrified of failure. i've also learned about the more i prepare, the more confident i become. bobby knight had this great saying, when i was a senior at indian -- >> yeah, thank you for joining us that day. >> in my jumper. >> swoosh! >> swoosh. but bobby and i said everybody's got the will to win but only those with the will that prepare that do win. people lose sight of that sometimes. not just about, i have the idea

or now i got to raise funding. that's not that at all. you've got to know you're going to be competing with somebody. so you've got to know your business better than your competition. if you don't, if you don't have a better solution, a unique proposition, then your competition will just beat you. >> what i thought was the most amazing is confluence with domestic politics. you have been a huge supporter of making it big and then paying taxes. >> yeah. >> you tweeted again today. there's nothing wrong with getting hugely rich but you've got to pay taxes. >> got to pay your taxes. do i take net operated losses? yes. i do use the tax code as it's written? yes. but there's a fine line between pushing the tax code, taking risk and hoping an auditor you can negotiate with. and just say, i made $50 million or $100 million this year and if i pay $25 million in taxes, which some people is not enough, i'm okay with that. >> the idea that it might be

genius to avoid paying taxes, which i know is -- trump -- >> the problem i have with what he's done -- >> with trump. >> with trump. isn't that he hasn't paid taxes, is that he won't own it or explain it. if he comes out and says, i took a chance. i tried to start these businesses or invested in these businesses and i thought they would turn into something special. i just failed at it and i learned from it and i became better going forward. okay. right? that's whatta entrepreneurs do. we fail. you only have to be right one time and everyone tells you how lucky we are. we are talking about a $915 million loss. own it. that the example of a potential president needs to say. we have fail urts. own them. learn from them. if you can't admit failure, you're not an entrepreneur. you're not a good business person. there's nothing good about what you are doing. obviously he is ashamed of it. >> talk about failure, go to

melon bank. the you have a great idea. the bank says, you go around me, that's no good. >> i went to the university, i snuck into montaba program. >> it is fabulous. all of these programs are different. back in the day, right, when they had cards to get into classes, i snuck in. so by the time ways 19 i had most of my mba done. then melan bay says, he will put you to work. i thought my only job was to help them make more money. they didn't quite see it that way. i went to another job, got fired. went to another job. went to another office in dallas and got started. >> this is the kind of thing you're trying to help people. >> let me tell you this story. >> sure. >> these were really big

cookies. this guy out of florida sent me this really big cookie. i tried it, this is a good cookie but it would crumble. then i looked at nutrition. oh, my goodness. there's like no calories. and there's high fiber. low net carbs. we just have to come up with a different form factor. doug, i will give you -- there is just a guy working out of his garage. like $45,000 in sales going into health food stores. doug, 10% of one of my advisors that will help me on this and we will turn this into a big company. we smushed them into the bites. now they are in grocery stores across the country. from $75,000 we will do $10 million in sales. >> huge. 10 million, huge. >> yeah. this is just our fourth year of business. and i eat these for breakfast every morning. i can't stay slim and trim as you, but that's how i lost 150 pounds. >> lightning round with our time left. everyone talks about twitter, facebook, alpha bet, what

they're didding. sales force. just put it in perspective for us. >> oh, my goodness. a race. right? a race right now to try to come up with the next big thing. and so they're all you know maybe not twitter but the rest are trying to throw it up against the wall and see what sticks. >> wow. thaents a virtual reality. augmented reality. >> so there's virtual reality and augmented reality. which i'm an active user of. people think pokemon set the stage. but the grand slam is from machine learning. i have a machine vision. and deep learning. as we create more data through our own use, apps, bots, sensors, that data can be processed now in ways that we weren't able to process before. >> facebook, amazon, alpha bet all winners? >> yeah. there's enough room but we don't know what that next big thing is. i can argue for precision medicine. and that's why they are all

acquiring artificial intelligence. because they don't know where it'll take them. the beauty of deep learning in particular is you know, we create so much data on the ongoing basis. we have only had our tuition really and data driven opportunities to do it -- >> just trying to figure out what to anticipate. >> right. but you try to find that person that has that feel. and the beneoffs. but with deep learning, you process all this data and, you look for not the hundred percent conclusion but look for the 51%. 60% opportunities that can send new a new direction. i think that's why it is so big. and we went through a period where we automated the analog. now we are automating automation. >> last word, after "dream pitch", what's the rest of your day? >> i'm not sure yet. what do you have in mind? >> i understand you're involved in politics. i know at one point when i spoke to you, you said listen whatever

party has the right idea. but you've gravitateed. >> i'm obviously supporting secretary clinton. i'm an democrat. i'm an republican. >> i've always known you as just a guy you want to vote. >> i created an app called register to vote. takes 30 seconds to scan your id. we are adding more as quickly as we can. scan your id and you are registered to vote within 30 seconds. i'm going to support secretary clinton tonight because i think it's important. i think she's capable. she would make a great president. i think donald trump is just not fit for the job. again, and i also want to be clear. i don't have any deals. i am not getting a penney. i'm not looking for a job in government. i wouldn't take a job in government. i'm not an ambassador. i'm an entrepreneur. >> i think that sums up where you are. where mark cuban is. star of "shark tank." >> every night on cnbc.

>> tomorrow, kick off the trading day with squawk on the street. from post 9 at nyse. >> if there's a problem, john connor will come back in time and fix it all retro actively. >> just let me feel a little better. because i'm really worried. >> it all starts at 9:00 a.m. east esh. esh. r esh. n esh. . with the help of at&t, red bull racing can share critical information about every inch of the car from virtually anywhere. brakes are getting warm. confirmed, daniel you need to cool your brakes. understood, brake bias back 2 clicks. giving them the agility to have speed & precision.

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whenever i'm out here in san francisco, you know i like to check in with the disruptive technology companies. and whether you like it or not, take work day, maker of cloud based software, everything from payroll, employee expense management, procurement, they do all sorts of relations, okay? and help businesses become more

helpful in the back office functions. and the quintessential cloud day stock and past february and part of that border sell off class and social media stock and they come right back. company reported a strong quarter near the end and i tell you, i thought it was the best quarter ever. and they've had their big work day rising and analyst day just last week. announcing a new partnership and revolutionary new product. and could be the first real digitization of education information. stock is up more than 13% year to date. going to keep climbing. the co-founder and ceo of work day, hear more about where his company is going. welcome back to "mad money." good to see you. >> good to see you, jim. >> we are here with dream force, but you've got work day rising and this thing has really come on strong. what does it mean for work? >> so we had our last week 10,000 attendeees. some partners, some employees. not yet the scale of dream force.

but for us, it's a great conference. we make it all about the customers. we introduce new products. we have sessions where we educate them on what's coming, questions that come up about when they are in production. most of our customers are in production. >> right. >> something different than competitors. and we just also have fun. we had one direction as our band to close out. >> my kids would love that. now, when i first start talking with you, you add big total addressable market. you talk about 65 billion. that's ten times what i thought. this is moving verticals. new creation. what? >> new product lines. so hr was our first 4a financials. $25 million market opportunity. then into analytics. student systems. planning and analysis products. so it all adds up too $65 billion. and in my view, all of that will convert from historically on premise technology to the cloud.

it's just a matter of time. >> it is revolutionary now. and we first talked about missionary. not any more. >> not any more. it is life or death. >> cycles work similarly in sec knoll ji even though they might be 20 years apart. you don't see companies using main frame software. everyone is main frame to client server. and now everyone is transitioning from client server to cloud. >> including education. since we talked last, it is important to talk about some of the educational product. we don't think of those -- we don't think of that area as something that is suh susceptible digitization that needs it everywhere. >> it is called a student administration system or student system. it allows to you automate the process of enrolling students, having them pick their classes. and check their grades. financial aid. you name it. all in a consumer friendly way. works on mobile apps. what students expect. and what the set of analytics

that help teachers and professors teach better and make sure that they are providing the right courses for their students. >> and just literally right through the process. still paper. a lot of it is still paper. >> still paper and sometimes it is archaic, updating the last 20 years. we started into that market and the university said let's build it all. build a student system for us. we went down that path. >> great for you. now, i think that we have talked not enough frankly and this is my bad, about how you get in. and your analyst really clarified a lot for me and should for people at home. it is easy to read. but supporting business change, dell at amc, now these are gigantic deals and you're at that moment, right, that is your purchase moment for work day. >> typically at one of the places. so the case of dell emc, we were the solution for dell. they look at this big population

coming over from emc and it just has to go right for them. they are bringing out all the new employees. you want to get one unified view of all of your employees across the globe and we have the track record of making customers successful and in the shortest amount of time so we end up winning almost all of those opportunities. >> you get human capital and financial. >> down the road financials. starting out with human capital management. >> what are they using now for financial that they can't just take you? >> one of the legacy systems. >> okay. like morgan stanley, a legacy that couldn't just turn the switch. >> you start out because you can run parallel with accounting systems. you want to get your people into one system as soon as possible. organization structures. otherwise, how do you run the company? how does michael dell run the company with five different views into five different businesses. >> he is a good manager. he needs you. now we are students of what oracle says and this time they only mentioned you three times. but one of my favorite moments,

larry ellison says we mention work day a lot because they are our primary competitor in erp. we should talk about that in the cloud. as mark pointed out, ten times more customers than work day. we have sold more, more than half of these are new customers. they are really just again taking the shot. is it old? >> so the cree areality is they put the cloud label on all of their product, even if it isn't the cloud. one of the dirty secrets in our i industry and most everybody looks at it. we look at high rates consistently over eight quarters. beat them 2 out of 3 times. >> you didn't want wake forest? >> yeah, we won wake forest. >> but you've got others here. >> no we won wake forest. >> oh, fantastic. okay. >> they will sometimes mention customers that actually did choose work day. >> okay. wow. all right. forgive the response. next, that combination could

be something for you. >> i think it is a great opportunity for us. first of all say net suite is a good company. nelson did a good job in a small/medium sized marketplace. their financial product is in the small/medium market. they haven't had much success in the marketplace. >> and it is a desperate move? >> double down. >> double down low end of the market with two different technologies. >> you could have gone trash talk but you took the high pend that's you. co-founder and ceo of work day. "mad money" is back after the break. what's critical thinking like? a basketball costs $14.

what's team spirit worth? (cheers) what's it worth to talk to your mom? what's the value of a walk in the woods? the value of capital is to create, not just wealth, but things that matter. morgan stanley

it is time. lightning round, and -- my staff here -- in the sound. and then the lightning round is over. are you ready? lightning round. start with michael in connecticut. michael? >> your take on life lock. no, checkered history.

at this point i would rather be in some of the companies that try to protect you with. i say master card or visa. nina in maryland. >> caller: jim, cvr energy, buy, sell or hold? thank you. >> i don't trust that gigantic deal. that's red flag for me. i would throw it if i were in the home office. jarod in california. >> caller: big boo-yah to you from california. >> nice. >> caller: how much value could a stock chuck chuck if that value chuck was xerox. >> peter pecked xerox and it ain't going higher. george in new york. george? >> caller: jim, do you think that dalon laser light wave or do you think another company will come in with another bid? >> i don't think so.

i think is time for ka ching. where is my ka ching in san francisco? don't have it. matt? >> caller: what's up? i want to give you a big boo-yah. iu. >> iu. we were there with mark cuban. how can i help? >> caller: cvs, buy, sell or hold? >> cvs is way too much. never sell. i was in napa this weekend and this company is run by merlot and he is a finer merlot than in napa. justin? ? >> caller: hi. how are you. >> fine, how are you? >> caller: awk, buy or sell? >> we profiled this company then it came down a lot. we think it's time. we think it is time to buy in. in good shape. carol in florida? >> caller: hi, boo-yah from southern california. hurricane matthew territory. >> oh, good luck. i hope everything works out fine. i see the warnings and i worry.

hopefully everything works out fine and misses you. >> caller: i hope so too. i lost 10% on texas road house. what should i do? >> the restaurant group is under a huge amount of pressure. don't expect the stock to turn around any time soon. well run but that does not seem to matter right now. group is for sell. lama in washington, d.c. >> caller: yes, jim cramer. my stock is anf. >> no reason to own that one whatsoever. that one is completely more. only ones i recommend at the mall are urban outfitters and elle brands. not that one. ron in california. >> caller: my stock is cnc. is this an opportunity -- >> we have come around. very volatile group. favorite is unh. stick with that michigan. curt? >> caller: i'll keep it short. kroger. buy more or dump it?

>> when you said don't sell kroger any more it is too low. i'm sticking with that. but can't pound the table. why? it is in the supermarket and that's a hard business. that's the conclusion of the lightning round. >> the lightning round, is sponsored by td ameritrade. this is my new alert system for whenever anything happens in the market. kid's a natural. but thinkorswim already lets you 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.

. here on "mad money" we love powerful long-term themes. one that can stay relevant. i want to help you make money for years, not months. and it helps in the wake of cybersecurity. especially with the yahoo! data breach we learned about. individuals need to spend more in order to protect their data. sometimes these sexy long-term stories can get overheated with and fall out of favor. that's what happens so cybersecurity stocks earlier this year. in recent months they are making a big come back. one of the best performers is prove point. they specialize in protecting business where they are most vulnerable, their e-mail sift peoples. cloud storage, instant messaging and social media. can this break away from the pack?

let's check in with gary steele and learn more about his company and product. welcome back. >> good to be here. >> i will start from a line from your conference call. you said we had a great second quarter supported by healthy macro environment and suite of cloud based solutions. you were the only one i know who feels it is a broad market and that's because of the proprietary nature of your product. >> and threat landscape. it is what is happen willing today. individuals are attacked everyday from hackers, foreign states, just other kind of malicious individuals. as a result of that, organizations are prior advertising our type of technology over other things and the move to the cloud. organizations puttingcy cure knit their networks with appliances and software, moving to the cloud. we are disrupting them in that area as well. >> when yahoo! was hacked, 500 million people and people are just yawning at these things.

companies are yawning. is the yawn the right response? >> it's not. everyone is vulnerable. implications are huge. i think unfortunate because there have been a good number of high profile breaches, people are tired of hearing about it. but in reality, it is a big concern and what we see today in the marketplace is the companies continue to spend more on cybersecurity than in previous years. as a result of that we benefit from that. >> one of the things that you've added when i follow your company for a long time, i love the fact that you make money is one of the reasons most of the companies are on a dime gap basis. but you're talking about social media hacking. specifically you're saying that the social hack is something we should worry about. who should worry? >> everybody who is active on social. we're helping companies basically protect users as they use social to sell and market their product. so we stop look alikes, people acting like jim cramer for example. we stop cyber criminales from posting malware or malicious links on people's sites and

other people get affected. and organization answers used more broadly and help with compliance-related issues. >> who can help with situations where it looks like a company, i got one from wells fargo today, restriction on my account. i am a valued customer. i got one from am does not and neither were from wells or amazon. if i were working a company that you are protecting from, would those be stopped? >> so we do help with that exact kind of issue. so a big part of what we do is stopping fishing attacks. you get something from someone, looks legit, maybe you're targeted because they understand something but and what you might click on. because of the prevalence of these attacks, that's key demand driver for us. >> how i do stop people from getting my social security? >> well you know, at the end of the day you are giving that information into organizations and they need to spend money and increase their cyber security posture and improve it over all. we've got a long ways to go and frankly it is why cybersecurity is a big secular trend and organizations frankly

underinvested in the past. and they need to continue to invest to get to where they need to go. >> if they can get way with it, why would they bother? >> they can't. at the end of the day brand damage happens everyday. one of the big cyber attack breaches happens. organizations know that they've got to do something. we see it at the board level today. so five years ago this was not a board room topic. it is today. >> we recently bank in the news, wells fargo, creating a lot, a couple of bad actors. i say a couple because there are tens of thousands that work at wells. not everybody implicated, small amount. but creating false e-mails according to the papers. is that something that can be stopped? >> we focus where it is spoofing. where you can't rely on that from address as being legit. so we have spoofing, very common issue today where it looks like your boss sent you a message saying wire money or send confidential information. we help identify and stop those kinds of attacks.

and in august we bought a small company to help us drive this initiative to knock down what is known as busy mail compromise. >> that's where i'm worried. but ibm, splunk, that you're teamed with, who's left? microsoft? other than semantic, is anyone going against you? >> we pick people we thought we could work with. we love palo alto, we love splunk. >> they are all on our show constantly and we love these guys. >> we believe if we can deliver better security together to give the customer a better security clearance, that's good thing to do. i think one of the things industry missed in the past, is we all got to work together because there's this broad group of cyber criminals we all need to fight. and so finding creative ways where we can cooperate is a good thing for everybody. >> great thing for proof point shareholders. one of our favorites because they actually make money. stick with cramer. >> thanks so much.

>> thank you. >> a pleasure.

i think this is a fed-free zone. we are talking about companies that make sense that are making money. i love it out here. it's just so different and so enjoyable. so coming from this place all week. tomorrow, sales force dream force conference in downtown san francisco. we've got interviews with some of the biggest names in tech and you don't want to miss it. i say there's always a market summer. we will find it just for you here on "mad money." i'm jim kraker and we will see you tomorrow. ckraker and we wil

you tomorrow. rkraker and we wile you tomorrow. akraker and we wil see you tomorrow. mkraker and we see you tomorrow. er and we will you tomorrow. -you're steven, also? to-steven: yes. profit"... lemonis: three generations right here. steven: right here. lemonis: a multigenerational custom-furniture business... do you and your dad have blowups here? steven: all the time. lemonis: ...struggles to stay up with the times... [ screeching noise ] steve: some of the machinery here are 50 years old. lemonis: ...and a father who won't give up control... steve: do you have a packing list? steven: are you really gonna micro me again right now? steve: please. lemonis: ...leaves a son struggling to make his mark. steven: oh, my god. lemonis: if i can't bring these two together... steven: when it's done, it has a sticker. if this doesn't have a sticker, is it done? -steve: no, it's not done. -steven: okay. lemonis: if he can't do the job, you fire him. ...there may not be a next generation of grafton furniture. your grandfather was here. now your father is here.