expired. i'm melissa lee. check out our website and see you next week. "mad money" with crim 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, 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'm just trying to make you some money. my job is not just to entertain but to alsoiate and teach you. so call me at 1-800-743-cnbc or tweet me @jimcramer. today is our final show from our invest in america, defining the

future series, coming to you from cnbc one market in san francisco. we've gotten interviews about some of the most exciting tech stories in silicon valley coming up just in a few seconds. the dark real world, though, in the interim got in the way of the story. it got ugly fast today. i'm talking about how two great american industrials that we follow here on "mad money," pbg and honeywell cut estimates ahead of their quarterly reports. in an across the board selloff, the averages spent most of the day in recovery mode. a wicked session turned relatively benign. with the dow dipping 28 points, s&p declining .3%. the warnings couldn't have come at a worse time, worse time for the industrials at least which have been rallying ahead of the soon to be released quarterly reports. money flowed into other sectors as soon as the disappointments happened. notably the bank and retailers once the cyclical smoke cleared. despite a tepid payroll report,

these two groups helped the market make a rebournd. big pharma and many tech stocks refused to give up the ghost either. all week we've been examining companies that have to do less with the shifting winds of the global economy and much more to do with plain old american ingenuity. that's what happens when you come out to san francisco. however, starting next week, we begin earnings season and after today's news from those cyclicals, we can get not managers are set up for what awaits them. monday is columbus day. this holiday always makes we wonder why the heck the stock market's open when the much, much larger bond market is closed for trading. on tuesday, we hear from alcoa, aa, which covets the spot as the official opener of earnings season. it will be a confusing quarter to say the least because the company is splitting into a proprietary engineering business and a commodity maker of aluminum. we own the stock in my charitable trust and as we told subscribers earlier in the week, the breakup could bring a whole new class of investors into each

segment. that would be positive. however, the concerns raised about aerospace demand could definitely taint alcoa's biggest end market. i think the long term remains bright for travel, which ultimately translates into aircraft orders. we also have the big yum brands analyst meeting on tuesday. now, yum is splitting into fast growing chinese business and slower growing rest of world enterprise that i think will offer value and a potentially bountiful dividend. earlier this week, yum told you a story of chinese growth, but you know, that makes the story a little less attractive. but i did think the company was short on color about that disappointment. this analyst meeting could go a long way towards restoring faith in a breakup that i believe will unlock substantial value. just like alcoa. the railroads have been red hot, but after today's industrial disappointments, i wonder if the stocks haven't been divorced from the near term fundamentals. for example, csx, which reports after the close wednesday, has seen its stock climb from $24 to $31 since the middle of the

june. got to wonder is that too much of a move? i bet csx is headed back down unless coal has picked up. key cargo. and that's a genuine possibility given how anemic the business has been so the comparisons could be very easy for csx. why bother to mention coal at last? because at last month's delivering alpha conference, david faber and i hosted a panel where one of the participants made a strong case for owning a company calls tech resources. that's a producer of what's known as coking coal, the kind that's used to make steel. prices have gone up a great deal for this type of coal of late. that only happens if we're seeing a pickup in demand, especially in chinese demand. you know what, that's in csx's wheel house. if you own this one, you better be praying for coal volumes to stabilize or the stock is overvalued. unlike the rails the airlines stocks have been deadly this year, one of the worst being delta, down 23% for 2016.

trading just seven times earnings. i think that's too cheap. if delta merely says that it sees business stabilizing when it reports on thursday, you're going to make some money here. i look at this stock and see a two point down, five point up scenario. how about a company that's performed marvelously but not marvelously enough? i'm talking about ulta salon. we'll be paying close attention to their thursday analyst meeting. uber cramer fave ceo mary dylan needs to justify why her stock still can deserve to trade at nearly 31 times earnings, much more expensive than the average stock on the s&p 500 although they have much better growth than any other retailer i follow, and i follow a ton of them. that's important because even though ulta is down 40 bucks from its $278 high, it needs to say something that makes wall street fall back in love with it all over again. after investors fled this morning in the wake of its most recent good but not shockingly good quarter. friday is the big earnings day of the week with three of the four largest banks reporting.

each has a very different story to sell. first up is citigroup which has gone from being a regulatory nightmare to a bank examiner's darling. but is citi making enough money to reaffirm the stock's recent move from the high 30s all the way up to 49 and change where it closed today. my charitable trust owns this. we believe it's too cheap versus his book value. i got to tell you, i think any weakness is going to bring in buyers, not sellers. like all banks, citi needs higher interest rates to blow away the numbers. jpmorgan reported terrific results last quarter, and its stock held up extraordinarily well. it's up just 3% for the year. so if the company can deliver another number that beats expectations, i think it's got more room to run. jpmorgan is doing quite well in this environment already. next year could be even bigger. let's listen for clues what the company might do with its substantial london office because of brexit.

an actual earnings per share hit if -- finally there is the most controversial stock end company of all right now in this market, wells fargo. now, here's a bank that even two quarters ago was thought to be the finest and cleanest in the land. but the last quart disappointed and then on top of that, well, we've now heard about the scandal involving overly aggressive cross selling, which was either abetted or ignored by top-level management. will heads roll? will the current ceo john stumpf's tenure be curtailed? sloan be given a more prominent role? specific actions to separate the roles? and most important, will wells fargo ever get back its old premiere valuation? maybe that was caused by all that cross selling. it used to be the best reason to own the stock and now it's diminished as a growth driver obviously.

there's nothing in the cards that suggests the fed will be that aggressive. either way, the bottom line is that we have a busy week ahead of us that just might define how the rest of the year goes. right now in light of today's disappointments the answer might be sub par, but we don't have to wait too long to find out. let's take some calls. let's start with jonathan in new york, jonathan. >> caller: jim, how you doing? it's jonathan from new york, and i want to give you a st. john's university mba booyah. i want to ask you about a company that your charitable trust has recently taken a position in. bristol-myers. i understand that it's, you know, a screaming value play. but i want to get your opinion on how the industry will perform as a whole under the likelihood of a clinton administration with increased speculations and so on and so forth. >> okay. well, we're taking a very long term view for my charitable trust as we told club members, we don't expect -- results this weekend. don't know if they're going to be that good. we like to think for a value play. they have a lot of levers to be

able to pull and to have one drug, which was important, i admit, just fail, and it really didn't fail, tells me i think there could be down and then up, and that's how we're playing it for action alerts. thank you for the kind words. dorothy in florida, dorothy. >> caller: hi. i am a 93-year-old millennium who loves to play the stock market. in doing this, i bought over 5,200 -- that's 5,000 -- 52,000 shares of sirius at $4.21 per share. since then, it refused to go up. it stays at 4.14 or 16 or 18 or 19. it goes back and forth. i can sell it and take a heavy loss and buy stock that moves, or i can hold it until it goes up, if it ever does go up. what is your recommendation? >> all right, dorothy. first of all, i think you're

fabulous. i love the fact you've been at it a long time. you've accumulated stock. i am a believer in sirius xm. is it necessarily for a retired investor? there's some risk to it. but the stock is cheap and the earnings are good. stick with it. next week is going to be a busy one with earnings season kicking off and after today's disappointments from high profile companies, maybe ought to buckle up. tonight, it's the old economy versus the new economy, and it's not looking all that good for the old school industrials. plus all this week we've been profiling companies on the cutting edge of technology. tonight i'm talking with bank of america ceo about its investment in mobile, and is digital powerhouse adobe getting enough credit for its remarkable numbers? i've got the ceo. stick with cramer for more from our san francisco special, invest in america, defining the future. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets.

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the old economy versus the new economy dynamic was very much in play again today. when you see the stocks of high quality industrial companies like ppg and honeywell getting slammed while the social, mobile cloud, artificial intelligence and internet of things plays continue to plow forward, you know the new economy stocks are winning. i got to tell you i'm still in a daze about this news from honeywell which involves a steep cut in the trajectory of the company's earnings. sluggish emerging markets slow. there's been a turn for the worse in these markets and it's worth noting that even in the best of the best, honeywell, simply can't get the ten tackles of the falling economy at bay. same with ppg. the transformation from a

commodity chemical company hostage to the slings and arrows of the global economy to a ploe pry tear company with exceptional products had, until today, insulated ppg from the shortfalls that had plagued its competitors. but the company's announcement this morning bringing expectations down dramatically from a solid year-over-year growth to basically flat projections for the next quarter, well it took my breath away, as did this statement from ceo mike mcgary, and i'm quoting. we are disappointed with this quarter's eps growth rate as we continue to operate in a sluggish economic environment with no clear near-term catalyst for improving global gdp growth. not a lot of hope there. the hideous declines in these two stocks left me's stoppished. honeywell plummeting 7.5%, ppg down 8.3%. that's what happens when companies with a long track record of beating the numbers suddenly pre-announce the down side. the collateral damage bled through the entire industrial world right on the eve of earnings season next week. remember, many stocks of these big companies have been

levitating for weeks on end because oil has been climbing and we've been getting noises out of china that suggest the people's republic is doing better. those noises are now falling on deaf ears after today. these kinds of negative stories can have a huge impact on the whole s&p 500 as they indicate a slowdown in economic growth. yeah, they can pull any stocks down at least in the morning. however, as you might have seen when the futures selling subsides, the money comes flowing back to the kinds of companies we spent this whole week examining, the companies that harness new tools to make the honeywells of the world can improve their businesses even without strong sales growth. the tools we saw on display at salesforce.com helped large industrials garner whatever meager business might be out there in this environment. the prompts and cues that companies can give individuals at exactly the time when they make decisions can be the secrets to better returns, and they can keep also the colossus of tech, amazon, from crushing your business. i like the way retail acted

today. technology has gone from being an expense and a liability for non-tech companies to be a necessity for taking share in a slow growth world. so here's the bottom line. two economies. one's hostage to global growth. the other is only limited by the inthen auto of their executives and employees. after looking at the car imagine in the industrials today, i suggest putting your money in the new economy stocks. they may have more long-term lasting value. let's go to paul in rhode island, paul. >> caller: mr. cramer, you're indeed a wealth of information. through your books and shows have made me much wiser. thank you. after 16 years of occasionally driving by an electric boat facility here in rhode island. this spring i noticed expansion of buildings and many more vehicles in the parking lot. i did my homework on the parent company, and based on that and what i saw with my own eyes, i bought shares before their conference call three months

ago. and their ceo was somewhat optimistic about the third quarter but -- fourth quarter. my question on general dynamics is with the probability that the presidential election will have no effect on this defense contractor -- negative impact on the stock price, what's the best move for the fourth quarter coming up? >> all right. thank you for the kind words. i've got to tell you general dynamics after the honeywell announcement today did make me, let's say, feel some caution for the stock. it's been a fabulous performer. i do not think you need to get in the way of october earnings. i would hold off. let's see the number. get the election and then take a hard look. let's go to kevin in pennsylvania, kevin. >> caller: hi, jim, boo-boo booyah. first time caller, kevin here from pittsburgh, pennsylvania.

steeler company. tractor supply has been getting hammered lately, and i'm wondering if you think this company is totally undervalued. >> all right. kevin, i've got to tell you you can say the company is totally undervalued, but we're any the fourth quarter and there's a lot of people who have losses in the stock. i think you have to wait until we see the next quarter. that was a real paultry number and there will be selling between here and now end. it's a tale of two economies, old versus new. and after a brutal day for the old economies industrials, it looks like the only way they can recover is by harnessing new technology, if they can recover at all. much more "mad money" ahead. speaking of new technology, adobe transformed itself from a sleepy software into a cloud based colossus with amazing growth, but is more upside to the stock? plus, bon know started red ten years ago to push companies to help fight against aids. i'm finding out how some of the biggest names in the business world are stepping up to help the cause. but first an interview you won't want to miss. bank of america's ceo joins me

to talk technology, the fed, wells fargo, and a whole lot more. that's all ahead, so stick with cramer.

this has turned out to be a rough year for the banks. they didn't get the two rate hikes most people were expecting in january and now the whole industry is caught in washington's crosshairs thanks to this wells fargo cross selling z selling deb acle. that's part of the reason why the bank stocks have been having a nice run in recent months, and bank of america is in particular very strong, up 33% from its lows in late june right up to the big brexit. i believe some of that gain comes from the use of new technologies to take market share from other banks and grow

its already gigantic customer base. since we're out here to examine this kind of technology, i got to ask brian moynihan, the ceo of bank of america, how his company is harnessing tech to improve its earnings in the face of a low interest rate, low growth environment. take a look. brian, we're out here in san francisco, and what i realize is that technology is really starting to figure out and help you who should be your client, who should work for the bank, what is going on here. just talk about what bank of america is doing to stay ahead. >> sure. we actually moved one of my senior executives out here who run the retails and consumer system, to get closer and make sure we maintain closeness. but we have to be state of the art in mobile technology because that's what the young people in particular and all people need. that's how they interface through the public. that's how they find their news, they find their sports, they find everything. they got to find their bank. then we've got to be ubiquitous when they go in to pay. that's apple pay, google pay, samsung pay. they've got to have us with them

wherever they go to pay and wherever they go to tran act. the mobile phone gives them that ability. think about that difference between you and i grew up where we went to the local corner branch and then we moved to college and we either moved the account because you had to because you couldn't get any money unless you did. this now allows you to be completely, you know, no matter where you go in life from the kid being born today until they die, we can be their bank all the way through what they do, whatever their job is, wherever they live. it's unbelievable. >> one of the things that has plagued a lot of banks that have merged is that separate system. if i go to california, it's different from new york. california doesn't know me. that's changed for bank of america. >> that was an issue we had. coming through all the merges and everything, we took a look when i became ceo and said we're going to make this one big change. we did one of the largest bank conversions ever done by converting our california northwest systems inour core systems because the basic principle is you couldn't say you were one bank, one nationwide franchise and have people walk in and actually get

a difference experience. it allows us to move our mobile and online technology faster because we used to have to develop things literally four times. so for 70% of the customer base who develop it and then california piece and military banks. putting them all together allows us to do it. so it's efficient say and development. when technology development speed is a key, how fast can you employ new technologies, the thumb print, app, setting up appointments, you can't do that across four things as fast as you can do it across one. >> a lot of it has to do with the fact that younger people don't necessarily know what a brick and mortar outfit is. as they get wealthier, they do. how important is this toward people saying i'm going to go with bank of america versus xyz bank? >> i hope it's critically important because we've put a lot into it. we are growing a core relationship with our customers every year. so that is a key element to it. and it's not a key element only having that. you also have to have the

branches because we have 130 million customer interactions a week. 7 million of them go in the branchs so you have to have the integration. each week, 30,000 people set an appointment in the branches. what do you not want to do? you don't want to walk in a branch and say i want to get a mortgage and nobody is there to serve you. think how easy it is to run the business model comparatively by don't having people walk in to ask for a product that -- it's an integrative model, the computer, the phone, the mobile, the branches. if you didn't have any component, you wouldn't be competitive. that's why we think we continue to gain share, especially among people who value that. >> also this next generation, the generation that's going to have all the great wealth, cares about sustainability, cares about charity, cares about whether they -- anyone they interact with is doing good. we had the ceo of red on, and the first enterprise that she mentioned was bank of america.

this is something you're committed to, or is it bank wide? how did it happen? >> it's a commitment we have. banks go back -- we go back 230 years, so banks have always came out of the committees and had commitments to the communities. the issues have gotten bigger and more global. the definition of community has changed. what we did with red is it came about this idea that america has led the charge from george w. bush and putt far and red and all the work they did to drive and help eradicate aids. it's not quite done obviously and still a lot of work to do in africa. when the idea came up, bank of america, our teammates like to make change and make things happen. so they do stuff all over the country with 2 million volunteer hours. what was appealing about red, it was a chance to impact the global thing in a very america-led way. so that was kind of the interesting appealment th.

the pop up concerts in times square that we helped sponsor, the food instructions that go all around that if you spend a dollar, we give 40 cents. what we did at the super bowl a few years ago, all this was based, activations. the teammates raised the awareness and that's what we've been trying to do is raise the awareness that the fight is still ahead of us. for 30-odd cents a day, you can stop a mother passing the aids virus on to her child. that's a simple execution. it was just can we get enough medicine? >> does it help attracting the best people? >> whether it what we do with red, what we do with volunteer, what we do with housing, young -- everybody wants to work for a company they respect. everybody wants to be with a company they respect. as we go out and hire 2,000 young kids out of school with what they've been taught and the social nature of their being and all the things talk about, it is important to your employer to be employer choice, that they know you're aligned with their interest and having them have an impact on society. >> i've been torn this weekend at dreamforce because there's

such great work being done with machine learning, with artificial intelligence, but are the machines also too powerful. we've had a number of people talk about cybersecurity this week. sometimes i feel like they've overrun the ability of humans to be able to really protect their account and protect their numbers. >> right. so cybersecurity is critically important. i've said on your calls a couple times that's one place there's no -- we're fighting an expense battle to keep it underneath the revenue. there's one place we just never not spend what they ask, which is in cybersecurity. but the key is to have that device secure because if people doubted they could transact securely, there's about 700 or 800 branch equivalent activities. so we'd have to build 700 branches again to take the activity back in the branches, and you just don't want to do that. cybersecurity is incredibly important, the safety, security, believe that their data is there. and you know, the flip side is using that data appropriately,

you know. yes, do we let customers know that we have other capabilities they could use? yes, but you got to use it in a way they take you -- you present it, and they take it as opposed to get too intrusive in their lives. >> that does bring up wells fargo. if you want to make more accounts, does bank of america reward people who work at bank of america for the number of accounts that they open from one individual, and how do you monitor if you do the behavior so someone doesn't put $25 in on a friday to open a new account and take it out monday? >> we have a great monitoring system. they monitor that all the time. we reward balances. >> so you would have been able to spot 2 million different potential -- >> we drive that response growth. we have what they call stair stepping and that's what we drive at. we did that because the business model requires that we have the primary checking account. >> but you still have looked at what wells did to be sure, i'm sure, down the organization and say, listen, can we be sure

we're not doing this? >> everybody is looking at that obviously, and the regulators are asking us about it as chairman yellen testified to. >> you did a recent study about consumer spending and these young people aren't spending the way you and i did. can you talk about what you discovered? >> so let me tell you what we saw in the third quarter in spending. it's strong. you know, debit and credit card spending is up 5% year-to-date. total spending of all cash and everything is up 2%. so i think we're getting some share in debit and credit cards that might be up higher but the consumer is very conskruktive. a lot more, you know, movies and entertainment, a lot more experiences and a lot less things. >> so it is real. it's empirical now. you actually have the data which says expeer yential economy is what's going on. >> that could change, but in the broader context, when you think about consumers, one of the things you saw in jobs data today and stuff is housing still has room to go here. we don't want to overbuild

housing. we found out that wasn't the best idea. but investment housing and things like that, so you're seeing some shifting in that pattern. home equity loans are being drawn to put the new air-conditioning system in, deferred maintenance and things like that. when you watch consumers, they're spending on the things they need to spend on. so right now experience is the thing they need to spend on in the broad base, and that's what they do. housing is what older people in homes need to invest in, they do that too. >> when i hear housing i think t the about the traditional things, how much do rates matter, how much does who is going to win in november matter. are these things to the point where it really doesn't matter what happens or rates still are a key part of bank of america's earnings power? >> a rise in rates makes us seem a lot smarter in the world because we make more money. it's 4 billion plus on a core basis a year i. we're obviously in a quiet period but if you think about last quarter, what you saw is the expenses keep coming down and the revenue stabilized and is growing. we're growing nii.

net interest and income by putting more volume through, more deposits. up $60 billion year-over-year. we can keep doing that. it would be easier if rates were a little bit higher, but that didn't happen and we're not waiting for it. >> brian moynihan, thank you so off for coming by. >> thank you. >> announcer: monday, kick off the trading day with squawk on the street, live from post 9 at the nyse. cdw brought i.t. orchestration to printing,

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♪ >> announcer: from creativity in the cloud to big data marketing, adobe is changing the world through digital experience. but will innovation and partnerships make this stock the

image of excellence, or will it get lost in the crowd? now that we're firmly in the fourth quarter, you need to keep track of what's been working because these are the stocks that money managers tend to anoint as winners. then they pile into them as we approach the end of the year. take adobe systems, the maker of digital media and marketing software that's been transforming itself into an amazing cloud computing play. adobe wasn't getting nearly enough credit for the growth. since then the stock has given you a gain of more than 20%. it's deserved. some of that strength is part of the most recent quarter which they reported a couple weeks ago. the company knocked it out of the part. nice top and bottom line beat. some terrific guidance, hence why the stock jumped 7% in a single day on the news. can it keep climbing? let's check in with shantanu narayen and find out more about his company. mr. narayen, welcome back to mad matd. >> thanks for having me. welcome to san francisco. >> thank you. we have spent the week learning about artificial intelligence,

learning about machine learning. we've learned about how predictive analytics matter. adobe is using all of them right now. >> well, we process more content and more data than anybody else in terms of companies, and you're absolutely right. the magic you have in photoshop and what people can do, we are actually looking into people's minds and figuring out how to translate that idea into reality. on the digital marketing side, as you have mentioned on your shows, we process over 20 trillion transactions a quarter, and it's not about collecting that data. it's about making that actionable and predictive. we haven't named it, but that doesn't mean we haven't been the pioneer in it. >> let's talk about digital media because it's accelerating. you're not a company that's a startup. i typically don't see that level of acceleration except for a company that may be one or two years old. what happened to make it so that it's hitting on all cylinders? >> i think we did a good job, jim, of re-imagining the creative process. if you think about what's

happening maybe with the olympics where people are watching all of that on devices, that video, we're powering that. when you think about what's happening with a.i. or augmented reality and virtual reality and video everywhere, you know, we're the company that's powering all that content and creation, and i think we attracted a bunch of new customers to the platform. we completely changed the paradigm of how we can innovate rather than 12 or 18-month cycles, attractive up-front pricing. but fundamentally more innovation. and when you drive innovation on a consistent basis, i think the rest takes care of itself. >> let's go back to rio because what happened with rio is you could watch exactly what you want. it's very competitive versus television, and that was all adobe without necessarily knowing that we were watching adobe. >> well, cnbc and nbc and comcast have been great partners in that, and you're right. i think the expectation that consumers have is that they can watch anything that's happening

in the olympics wherever they are. and enabling the entire world to watch video in a personalized way, we're happy to be the engine that powers that technology. >> you talk a lot about personal channels. you were well ahead on this too. >> well, you know, i think there are a couple of macrothemes that we've used to reinvent the company. the first one was design. you know, the world of design is changing. aesthetics is becoming even more important. so are we enabling people who have a story to tell to tell that story? and the second is digital experiences. when you go, if you're booking a flight, whether you're staying in a new kind of place, whether you're going into an entertainment area, it's all about that experience. you expect that experience to be personalized for you based on your history, your knowledge. if we can enable every business to do that on behalf of their customers, that's a really powerful tail wind for our business. >> at the same time, you know

we've talked about my daughter is the one who explained to me photoshop. i thought -- she is a genius of course because she's my daughter. but i see this push on students in education. you're getting people early to understand adobe, and that seems like even if you just go to your website, that's a new emphasis for you. >> i think it's crazy in this day and age that students, whether you're k through 12 or whether you're in higher education, put in project reports that are text and boring. why doesn't it have video in it? why isn't it interactive? i think if you can enable people to express their story in a more creative way, that's a really powerful thing. adobe has always been very interested in making sure we make it accessible for these particular students because anybody who grows up today without access to digital literacy, i think they're disadvantaged. so in addition to delivering great products, i think the company has been really well known for what we do in csr with respect to making it accessible

to people. >> you still never lost the touch of the pdf and really there's still people using inefficient paper. >> are billions of pdf created every day, and it's because people want to ought oh mate those inefficient paper-based processes. adobe sign, which is one of the ways in which we can actually finish this last mile, wherein stead of having physical signature, you can electronically sign it. >> i love it. that's you. >> exactly. so i think constantly thinking about how we're creating markets and not following others is, i think, what fuels the company. >> you're always one step ahead of everybody, but you remain as humble as any -- maybe one of the most humble companies and of course humble ceo, but you've done a remarkable job, and it's a great stock too. that's shantanu narayen, ceo of adobe, a stock we have just loved and i think goes higher. "mad money" is back after the break.

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san francisco lightning round. you'll hear that sound -- [ buzzer ] -- and then the lightning round is over. are you ready, skee-daddy? it's time for the lightning round on cramer's "mad money." i want to start with steve in california. steve. >> caller: jim, rainier advanced materials. i've owned the stock for two years. it has performed pretty lousy. do i sell it at a loss and reinvest? >> no, no, no, don't. it's a very interesting situation. just does haven't a lot of backing. there's no sponsorship on wall street. i would not give up on it. mike in new york, mike. >> caller: jim, greetings from buffalo. hope you're doing well. hey, i don't know how you keep up with all these stocks but i do listen, and i do appreciate it. and if you could give me your take on maxlinear which is in the red hot semiconductor space, i'd appreciate it. >> maxlinear is another one of these companies that people keep

thinking how can it stay independent especially after linear tech got bought. i think the company is still cheap. you know i'm a big believer in consolidation in this industry. i think it could be one of the companies that gets consolidated. let's go to frank in michigan, frank. >> caller: acn, jim. sell, buy? >> you know, when it comes to that particular segment of real estate, i just want to be in verks entas. no need to take risks. rocky in arizona, rocky. >> caller: hello. i have buy or sell or hold on chesapeake energy. i have 1,500 shares. >> look, natural gas is coming back. it's actually very, very strong. but the company chesapeake has got a really bad balance sheet. you can hold on to it but it's not the kind of stock i like. my charitable trust owns slumber jay. that's the best in the interest. >> let's go to august in new york. >> caller: my question is buy sell or hold on a company called

cor bus pharma suit cals, crpb. >> i do not know corbu surks. i have got to doe work on corbus. when we're going to count it as homework when we get back to the main headquarters of where we do the show usually. martin in pennsylvania, martin. >> caller: greetings from the proud state of wentzylvania. calling about cbi and the concerns i have a 28% year-to-date decline in stock price. ceo lets go of 250,000 of his own shares, and the validity of a westinghouse lawsuit. i'm wondering if it's a good time to reinvest or not. >> i'm not a fan. i'm not a fan, but for all the reasons you said. now, maybe that makes me think is it all in the stock? i'm not going there. however, i am playing wednesday starting this weekend, and i think it's going to be good. that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: lightning round is

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♪ >> announcer: partnered with business to effect change on a global scale, running a worldwide campaign centered on ending disease. philanthropy is more than a brand, and paired with red, the fight to do good has powered a movement. i spent the whole week out here in san francisco talking about the way business is being revolutionized by technology, but in many ways the same thing

has happened with charity. just look at red, the organization founded ten years ago by bobby shriver and bono with the goal of making it easier for businesses and individuals to join the fight against aids. r red products and concerts have raised money to buy hiv drugs for people who need them in africa. we caught up with red as part of this year's dream force presentation and i got to speak with deb dugan, the ceo of red, about how her company is changing the way we think about aids treatment. red is probably the most successful, from my point of view, running "mad money" and examining corporations, most successful at what it does just tell us how successful you've been. >> oh, my gosh. thank you so much. well, we cam to be to solve a problem. so we've been successful at solving that problem. the global fund, which fights albuquerqu tuberculosis, mill air ya and

aids had companies giving in a war chest to do the right things and they wanted companies to come along. the first four years, there was $4 million that came from company and $4 billion that came from countries. so they said something has to change in this dynamic. otherwise, actually, the countries weren't going to come. so bono, and bobby shriver had this idea to keep a brand of philanthropy called red. >> a brand of philanthropy. >> so we didn't go to the csr, the corporate responsibility people. we don't go to the foundations. we go to the head of marketing with a great idea at these companies, and we say join us in this fight. so here we are ten years later, $360 million to the global fund, 70 companies have helped us that otherwise i don't think would be in the fight against aids. >> so you would go to the head of marketing, say, for bank of america, and they would -- even though you don't think of a bank as being charitable, they're all in. >> they're all in. i think when we look at companies, we look at can they help us with money to the fund?

can they help us with awareness? do they have a skill set to get the job done? is there a courageous leader? brian moynihan is a courageous leader. >> i always feel like we're slighting companies or slight is the gates, or slighting apple, mark benioff, coca-cola, but you've been successful. the list is too long, but there are people who are at your core. >> absolutely. there are great companies that have been with us from the beginning. apple has given over $110 million in the fight against aids. nobody really knows that, bauut it's staggering. >> we're telling people. >> thank you, thank you. bank of america, also $20 million. starbucks, coca-cola, belvedere vodka. you know, there's just been amazing, iconic companies. salesforce has joined in 2015. but they're in to 2020 because that's when the world can eliminate mother-child transmission of hiv, and it's a u.n. vetted stat.

it's not like, oh, pie in the sky. all of a sudden something that was impossible in the '80s is now possible 30 years later. >> i think that sometimes just we be empirical. the numbers who died, say, five years ago versus now versus what can happen four years from now. >> i'll get even more staggering than that. 35 million have died from this disease. that's like the population of canada not being here. right? it's staggering. 37 million still have the disease. we have been successful in getting 17 million of them on life-saving medication that costs 30 cents a day. so we've seen dramatic swings, but the stakes are so high. number one cause of death for women in reproductive age on the planet. number two reason adolescents die on the planet after car crashes. and number one killer of adolescents all throughout africa. it can't be. this is preventable and treatable, and the world knows that it has to do the right

thing. but ngos can't do it on their own. companies have to help. and companies have to step up. and so red tries to give them the tools to do that. >> ann frank, i have to defer to someone much smarter than all of us. she said, no one has ever become poor by giving. do the companies know that they're not going to hurt their earnings by giving? >> oh, my god, it is the best roi for them. it is the best return on investment. first, their customers love it. their employees get so much more engaged, and we're living in a generation now where 62% will take a cut in pay to have a job with purpose. so they demand that their -- >> so if you want the smartest, best people, you think of this. you think of red, not necessarily of trying to get that pay raise. >> i think of red as not getting that pay raise? oh, yeah. well, actually, red has, you know, sort of the win-win. >> right. >> because it's good for a brand, of course. it's good for their employees.

but you know what? it's got the ultimate roi, lives saves. how about that one? >> does social media help? >> social media is where it's at, of course. so we just came from a tech conference, dreamforce with salesforce. we used the latest tools in following a customer journey. so we think, okay, how is that purchase to good? but wait a minute. what if you follow somebody's journey of values, of being a good person. do they donate? do they volunteer? would they like to buy a product for good? might they sign a petition and help us with policy? >> may everybody company watching, who hasn't given yet understand what you do. that's deb dugan, ceo of red. >> thank you so much. one of millions of orders on this company's servers. accessible by thousands of suppliers and employees globally. but with cyber threats on the rise, mary's data could be under attack. with the help of at&t,

and security that senses and mitigates cyber threats, their critical data is safer than ever. giving them the agility to be open & secure. because no one knows & like at&t.

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 i like to say there's always a bull market somewhere. i promise to try and find it just for you right here on "mad money." i'm jim cramer, and i will see

you mond monday! male announcer: the economy is going through tough times. many hard-working americans blame wealthy ceos, out of touch with what's going on in their own companies. but some bosses are willing to take extreme action to make their businesses better. each week, we follow the boss of a major corporation as they go undercover into their own company. - this is john. he's gonna be working with you today. announcer: this week, the ceo of america's largest family-owned theme park company poses as a new recruit. - oh, you're a rookie? - yes. - i am a rookie. - [laughs] - whoa. - okay, hold on. announcer: the boss will trade in his executive office and expense account for a beard, some boots, and a quacker. - [quacks] - no quacker, no ride.