>> in an earnings trade. you don't do it days before. look at the price right before the event. >> it looks like our time has expired. we'll see you back here next friday for more back here monda for "fast." "mad money" with jim cramer starts right now. my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, 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 teach and educate. so call me at 1-800-743-cnbc or tweet me @jimcramer. is it a trump day? l, or is it not a trump day? maybe it's just kind of a trump day, meaning a session where interest rates go higher, and

they did ever so slightly, and then the industrials rally. all in all on this day where the dow, the industrials gained 97 points, s&p climbed 0.36, nasdaq advanced 0.33%, i think the oorngz called the tune, and the earnings been very good for the industrials. let's stick with the actual numbers and go over the game plan. first i have to tell you we're going to be going to san francisco next week for "mad money" invest in america, defining the future series. it's vital we stay in touch with the technologies that are driving so much of what truly does make america great. but we will, as ever, be following reports of all the relevant companies, companies like teva, which reports on monday. this debacle of a company has a stock that's broken almost as many hearts as valeant. i think this drug maker which doubled down on these pharmaceuticals paying $40 billion, a huge mistake, i think, for allergan's generic business at the absolute peak, has balance sheet issues that it

must deal with. plus teva might want to address its public enemy number one status as a serial price increaser. let's look at that one. by the way, that drenividend, i don't trust it. after the close, noble energy tips us off to how the oil stocks are doing now that it looks like opec has gotten very serious. so even the skeptical international energy agency, also known as the iea, acknowledged the supply cuts as well as increased demand. hence while oil turned around with a vejance toward the end of the week when everyone told you it was going to plummet to the 40s -- everyone except for here. get ready verizon and at&t, because on tuesday morning john lezure storms in, t-mobile reports and i bet they deliver one more strong quarter. i know many of you want t-mobile to merge with someone. i say that's nonsense. i think lezure can make you money. i want to hear about market share donors and how millennials and jen xors are flocking to his

company. by the way, i don't know about you, but i thought his super bowl ad was the talk of our party. we ranked it number one. be aware that there have been occasions where t-mobile has reported a total, complete, and utter blowout quarter, and the stock still sold off. that's always because of profit taking. it's been a huge winner if you scooped it up after that careless selling. it will be the same, i think, this time. listen, if oil is up on monday and tuesday, all right, traders might want to ride the fang! this time fang not being facebook, amazon, noixz, google now alphabet, but the symbol for diamondback energy which has the fastest growth of any of the big texas plays that we talk about. i think it works as a trade if oil is at 54, 55. i'm betting that aig, yeah, i know, boring, but that's okay, boring can be. aig has a strong quarter when it reports after the close because it's got rid of its problematic

business lines and investments, several in the last month. if it's a trump day, meaning interest rates are higher because trump's going to bust the budget with spending increases and tax cuts, then you know what aig is? >> trump stock, trump stock, trump stock. >> and i would own some into the quarter. the consumer packaged good stocks are all over the map these days. some roared of late, including clorox, procter & gamble, and kimberly-clark. and i think another one is going to go higher when it reports wednesday morning. that's the stock of pepsico. unlike coca-cola, which reported a quarter that didn't give you all that much to cheer about, this one genuinely should shine because of what i expect are some terrific snack sales. the millennials, they love snacks. they love to snack. it's like their big verb, you know? in fact, pepsico is part of the stay at home trade we talk about all the time where you sit on the couch, watch netflix, play mafia 3, whatever, and, geez, you eat chips.

by the way, did you see that glorious earnings report for that activision blizzard last night? people are watching their games, ordering pizza, and munching on fritos. i mean those are the best stocks in the world. for the record, at my birthday party last night, we universally decided that the lady gaga halftime show was the best ever, even better than the prince 2007. i don't know if that accrues to the company at all, but i do believe that pepsico is really appealing to the younger demo with its snacks. the ceo figured out what this generation of couch potatoes wants. potato chips. i like potato chips and i like semiconductor chips. anyway, she's given it to you in spades. i even like them. what can i say? my charitable trust, which you can follow along at actionalertsplus.com, has a big slug of pep, but we want to buy even more on weakness. that is if we get any weakness. yes, i mentioned we love semiconductors, and we love in particular the ones that power

the internet of things, which means we adore analog devices, and we'll like it even more after it reports wednesday morning. when we spoke to the company recently, we felt inclined to buy it pretty aggressively ahead of the closing of its linear tech brilliant acquisition. it's not nvidia, the company that just gave you a monster earnings beat. i would be a buyer of that stock on weakness. but analog devices has faster growth than many of the other companies out there. how about applied materials delivers better than expected results after the close given how much the chip business is thriving and how well cramer fave lam research is doing. last time around, cisco, it disappointed. it disappointed with that forecast, gave you some down beat numbers, made you feel not so good. we've got to get over the -- it's just constantly talking about the switching and the rally, okay? and we need a better forecast. we got to get this forecast

beaten. here's a crowd pleaser, cbs, no, not cvs. v v vbc. i don't think i've heard ceo les moonves say anything other than uber superlatives. i spp to hear amazing things about ratings, programs, number one this, and number one that about nfl football, march madness. it's kind of like a big pep rally. there have been times the stock responded negatively to the ra ra for a half hour of trading and then it turned up anyway. i'm hearing from pretty welcome news out of china these days about gambling, that it's turned up in the last month, and when you combine that with a surge in new casino glam bling in washington, d.c. and vegas doing well, you could get some very fine numbers from mgm resorts when it reports thursday morning. stock's been stuck in the 28 to 30 range.

i bet it breaks up, not down. we also hear from zoetis. you know, we saw -- did you sea that breakout quarter for idexx labs. this is a story about the humanization of pets. zoetis plays a role in it too. they've got the drugs that treat companion animals and livestock and it's repeatedly posted better than expected earnings. this is another stock that could work going into the quarter. oddly friday, friday is the biggest day of the week. we hear from campbell's soup. deere, smucker and vf corp. campbells is a conundrum to me. the stock has been climbing ever since, almost as if someone's taking a large position in it. maybe in order to influence management, be an engaged shareholder. the dur ants family owns a big chunk of it, but the stock acts too well for me to believe it's being propelled all by itself. how about deere? i don't even know if what deere says matters. the industrial agricultural side

of things keeps trading up. ingersoll-rand, cummins, caterpillar, united technologies, you name it. i believe that deere is seeing a better worldwide picture, and it will tell us so. as for smucker, it disappointed last time around. i don't think it's in their nature to let that happen again. finally vf corp.'s stock has been horrendous, but i see it trying to bottom just like you. and i think that it can. i just don't have a case to own it other than the possibility of maybe of management announcing the purchase of another company, which they haven't done since timberland that matters, or maybe a breakup? yeah, it's difficult to own it. so here's the bottom line. ren, if rates are up and oil's up, then the tone of the tape will be positive. >> trump stock, trump stock, trump stock. >> that fees you to do some trades in the names i just blessed. remember, you have to keep one eye on twitter for the real donald trump's tweets, but not on twitter the stock because that's guaranteed to turn you

into a psych lops. todd in california, todd. >> caller: hi, cramer. my question is about yelp. my daughters use yelp, so i just remodeled my condo and i used four different vendors, and it worked out great. my question is do you think that the selloff was overdone and also with all of its daily users, would it be a good fit with salesforce? >> i thought the selloff was overdone. i think a lot of it was self-induced because the company's conservative. i would be a buyer of yelp. i just simply did not think that what yelp had to say jived at all with what yelp said would happen. i think yelp is okay down here. i think it probably goes down again on monday. maybe you buy it tuesday. how about ed in california, ed. >> caller: hey, fellow 210 akwarian. happy birthday to the both of us and a big booyah from the second home of wish we both still had it dna. >> darn it. ain't it the truth?

>> caller: ain't it the truth? according to what our little lady, who sits in the chair at the fed, what will interest rate increases do to reit and particularly the one that's been very good to me is cim. >> boy, that's a tough call because i think it goes down. i think it's not going to be as attractive. you know what, we never really know what they own, and that's the problem with -- you've had good luck with this. it's obviously come back with a event jans but i don't know what they own, so i am -- i am wary of offering a view other than the fact these stocks tend to go down with rates go higher. it comes down to rates and oil. if they're up, the market's been going up. that frees you to do what you wish with the names i just green lighted. next week is a strong week. i'll be coming at you from san fran. on "mad money" tonight, forget superman. i'm telling you about kratos and how this company has been able

to triple in just over a year. will the run continue? then donald trump didn't hop on a harley when the companies execs met with him last week at the white house, but that doesn't mean he isn't interested in helping the industry. i'll tell whau impact he could have on harley-davidson and polaris. and controversial shootings have sparked cries to arm police departments with wearable cameras. could these devices help the company behind the taser surge? maybe so. don't miss my take. stick with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com.

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on the one hand we know that president trump wants to beef up our military. on the other hand, he's been aggressive about scolding individual companies like boeing and lockheed martin for their cost overruns. overall, though, the good has outweighed the bad for the defense contractors, but what if you could have the good without the bad? see, i believe that a company like kratos is in the sweet spot. it's the kind of business that will benefit from an expanded defense budget, and it's also too small and too low-profile to draw the ire of our new commander in chief. that's why it's been on fire lately, up around 50% since the election. and it's why i want to highlight the stock because it's speculation friday. so what exactly does kratos do? can the darn thing keep climbing? first some background. kratos is mainly involved in making unmanned systems. think targeting systems for drones, along with microwave electronics. think radar. electronic warfare, military grade cybersecurity, satellite

communications, missile defense, and combat systems. virtually all of their work is performed either on a military base in a secure facility or at a central intelligence location. in short, this is a high-tech defense contractor focused for the most part on cutting-edge technology. now, the advanced technology, kratos is far from being a new company. it was founded back in 1994. it was called something different then, wireless facilities, a developer of wireless network infrastructure, and it came public during the dot com era. it wasn't until 2004, the early years of the wars in iraq and afghanistan that the old wireless facilities decided to diversify into the security business via a series of acquisitions in order to get its hands on the lucrative federal military contracts. the temperature kept doing more and more deals ultimately changing its name to kratos, presumably from the ancient greek word for strength. just as we began to enter the great recession, investors started to worry that maybe it had overextended itself, issuing

too much long-term debt and diluting shareholders with a couple of all-stock acquisitions in 2008. the result? kratos went into free fall, plunging from $30 in late 2007 down to $7 and change at the lows in 2009. while it has managed to bounce back to the mid-teens over the next few years, the company took a big risk in 2011 by making another acquisition, the purchase of integral systems. they paid $236 million for this maker of satellite command and control software along with signal monitoring, tell emtri and range-finding products. as a result, over the course of 2011, kratos' debt load nearly tripled, rising to way too high $631 million. just like the deals before the great recession, this turned out to be a really lousy time to do that kind of debt burden. kratos closed on integral systems the month before we got hit with the debt ceiling crisis. now, for those of you that don't remember, in order to solve the debt crisis, what do we do?

president obama and congress made a deal. it was called the sequester. that ended up slashing government spending across the board, including defense spending, and it crushed many of the smaller defense stocks, especially with kratos with its suspect balance sheet. and that selloff, it was totally logical. in 2012, kratos had nearly $1 billion in revenue. but thanks to the sequester, that number shrank to just $657 million for 2015. what timing. for this whole period this stock has been stuck in the single digits, eventually bottoming at $2.80 in january of last year. since then, though, kratos has had a remarkable comeback with its stock tripling in a little over a year. why has this stock completely caught fire? the company has been doing what it can to take control of its own destiny. remember we said companies that can take control of their own destiny have stocks that go higher. they've reduced long-term debt.

they've used the strength in the stock to raise cash. they did a very smart $70 million secondary offering in november at $6 a share. if you bought on that deal, you now have a magnificent 40% gain. more importantly after those hideous revenue declines from 2013 through 2015, kratos has started growing again. it's sales increased by 5% in the second quarter, 2% in the third quarter. that may not sound like much to you, but it's a huge improvement for the 24% decline in 2015. meanwhile, kratos has been notching up some major contract wins. right now there's nothing the pentagon likes more than drones. kratos is getting its piece of the pie. the company makes what's known as small disposable drones that air force pilots will use for traerg practice. they currently have two of these target drone programs under contract. on top of that, kratos has

adopted technology for combat use. kind of a low-cost limited shelf life drone. they can mass produce it for two or three million a pop. the reaper drone costs 14 million. also involved in a few unmanned research projects. they've been benefitting from what the defense department c l calls its thursday offset strategy. this is a series of initiatives the pentagon rolled out last year. part of it includes funding a lot of experiments and small bets on technology to see if they pay off, which helps explain why kratos has been winning all these contracts. now, it's hard to say if our new secretary general james mattis will continue all of these programs. he's more of a traditionalist. but we do know that president trump wants to increase our military spending, and i doubt they'll just pull the plug on these experiments. plus kratos doesn't seem to be concerned. if anything, they're exuberant about trump's make our military strong again plan, which calls for an end to the sequester

induced defense cuts and it certainly doesn't hurt that just today, joint venture crate oates is involved in one a small piece of a missile defense contract. that's created some very bullish sentiment on defense spending and since kratos is only a $600 million company, way too small to be targeted by the president's twitter feed, the stock has been on fire. remember, the republicans in congress hate every kind of spending except defense spending, which they adore. now they're running the show with a republican president who is very vocal about rebuilding our military. so here's the bottom line on what i think is a pretty amazing story. kratos spent years in the dog house, but now that it's fundamentals have started to improve, the stock has caught fire. i think the move here is logical, but still because of this giant upside that it just had, maybe stay on the sidelines a bit. i hate to chase. you know that. but if kratos comes back down, i think you pull the trigger, especially if we get some clarity on trump's administration's new defense spending priorities, and i want you to be prepared to pounce.

much more "mad money" ahead. this american icon's ticker might be synonymous with greed, but could it help you kick start your portfolio? i'm eyeing ha. then taser. it's not just a stun gun anymore. police departments everywhere are turning to their new wearable devices and putting data into the cloud. is it time to consider the stock? i've got the exclusive with the ceo. and the secular shift impacting companies across the globe and around the corner. find out which stocks it's affecting. they could be some of yours. stick with cramer.

there's so much stuff coming out of the white house these days from executive orders to meetings with ceos to the never-ending stream of tweets that it can be hard to keep up with our new president's schedule. you might have miss the donald trump's meeting last week with the titans of the motorcycle industry, harley-davidson, the

aptly tickered hog. trump applauded it as an american icon and vowed to help them expand their business here in the u.s. but that begs the question do the motorcycle companies even need presidential help, and if so what could the white house actually do to help them boost sales? given that trump seems to be more engaged with business leaders than any other president in modern history. we have to ponder this. we have all these meetings. nobody talks about what it means for companies. tonight we're going to look at two of america's premier bike brands, harley-davidson and polaris, which is mostly known as a maker of snowmobiles and alter rain vehicles even as it has a sizeable motorcycle division. the indian and victory bands, until victory got shut down. they also make a bunch of three wheel motor roadsters under the slingshot brand. that's mo as for harley-davidson, this one's a lot more

self-explanatory. for the purposes of our discussion, what you need to know is that harley gets about 70% of its sales from the u.s., and it controls roughly half of the domestic motorcycle market. oh, and you should know that this company's got a long history with the federal government, one that goes well beyond their meeting with the president last week. you might not remember this, but back in 1983, ronald reagan slapped a 45% tariff on japanese medium-sized motorcycles in an effort to save harley-davidson. not unlike the quota on japanese cars he imposed in 1981. at the same time harley sales were slumping in part because of vicious competition from japan's kawasaki and yamaha. however, the tariff didn't really do much. harley mostly made heavy weight bikes. in the end, harley turned itself around on its own, becoming profitable in 1986 for the first time in five years and that comeback wasn't about a domestic

resurgence. it was driven by international expansion, including some monster growth in japan of all places. so what about last week's meeting with the president? the white house billed it as a listening session, and trump said he wants to, quote, make it easier for business to create more jobs and more factories to be made in the u.s., end quote. so question one, does the american motorcycle industry need government assistance right now? trump has been vocal about wanting to protect this business, particularly harley, which does a lot of manufacturing in wisconsin, one of the rust belt swing states that helped him win the election. well, both harley-davidson and polaris have problems. i'm just not sure they're the kind of problems that the president can do anything about. first, both companies are dealing with a relatively tepid u.s. market that's still well off its highs from before the great recession. second, the fourth quarter was particularly bad. harley seeing an 8% decline in motorcycle revenue. polaris getting hit with a 35% decline. in fact, the environment's gotten so tricky that a month ago polaris announced it was

winding down that very cool victory motorcycle brand although they still make the much more successful indian brand. oh, in the conference call commentary, it hasn't been reassuring about what. quote, during 2017, we expect continuing headwinds on retail sales including a soft u.s. industry driven by weak oil depend nt regions. potentially increasing competitive -- continuing no product competition and uncertain and volatility, end quote. holy cow. how about polaris? all you need to know is this snippet. quote, our 2017 guidance for motorcycles assumes that overall motorcycle market remains weak, end quote. quarter after quarter, both companies have acknowledged fierce competition and waerk demand. however, despite this backdrop, they both claim they're still taking market share thanks to their investments and marketing efforts. what about our trading partners

ors, as i call them, our trading predators? aren't japanese motorcycle companies once again tearing our guys to pieces, aided by the super weak yen and the super freakin' strong dollar? you think the currency issue would really help japan's motorcycle manufacturers like honda and kawasaki. but the numbers tell a different story. in the last three quarters, honda's motorcycle sales were down 8.4%, 9.7%, and 4.9%. in the second half of 2016, kawasaki's motorcycle related orders were down 22%. ouch. it sure doesn't look like these japanese manufacturers are taking share and taking names, does it? if anything, our homegrown motorcycle companies seem to be doing better than their japan based counterparts despite the debased yen. give the weakness in motorcycles

seems to be an strid-wide phenomenon with the japanese suffering just as much as the americans, what could president trump actually do to help harley-davidson? if trump wants to protect the u.s. motorcycle industry, he could pull a reagan and slap a tariff on japanese imports or he could call japan a currency manipulator and slap some sanctions on this. but i don't think any of this would fix the fundamental problem. demand for motorcycles has slowed and it's not expected to increase anytime soon. the president has a lot of power, but he can't make people buy motorcycles. i suspect the real issue is millennials don't have as much love for motorcycles as old every people. 15 or 20 years ago, bikers seemed really kind of cool. but every day the core demographic for this product gets older. maybe it's as simple as young people not wanting to be associated with old people? of course my best friend and my best man michael haley as a harley and he would disagree with this although he's almost as old as i am. plus he's biased. he named his dog harley.

so how will harley-davidson sur rife and even thrive in this environment? they need to keep taking share from the competition, or they need to expand into other markets. in other words, they need trade. for example, harley-davidson gets roughly 12% of its sales from asia, which they call their biggest growth opportunity. when the harley ceo sat down with my colleague recently, he said his company needs to access asia, and he wants the trans-pacific partnership deal that trump scuttled. he thought that would help their business. i was a skeptic about unfettered free trade back before it was cool to be a skeptic. but with a soft u.s. market, it's clear the motorcycle companies need to be able to expand overseas in order to grow. and the issue with protectionism is that when you slap a tariff on products from other countries, they tend to slap right back. fortunately trump seemed -- we don't know -- to have a pleasant meeting with shinzo abe, the japanese prime minister today. which brings me to the

counterintuitive bottom line here. sure, american motorcycle manufacturers like harley-davidson and polaris haven't been putting up great numbers lately. bizarrely, this is one industry where government protection could be more of a hindrance than a help. scott in indiana, scott. >> caller: hello, mr. cramer. a boilermaker booyah to ya, and a happy birthday. >> oh, thank you so much, man. i love it. what's going on? >> caller: jim, you don't look a day over 39, let me tell you. >> there you go. when i started this show, i used to say i'm a very young-looking 62. now i'm kind of an older looking 62 or maybe a young looking 72. >> caller: i got a question for you. you always tell us to look at local companies and things that we have interest in. i've been watching wabash national corporation. what's your thoughts there? >> oh, man. you know, i looked at wabash because i was trying to do a piece on this industry, and i

came back, and i said that if you want to be in kind of trucks and flatbeds, i'm always going to send you to a much larger company which is cummins, which had a fantastic conference call. and yesterday called the bottom in china. that's right. chinese orders. how about art in new mexico, art. >> caller: well, professor cramer, here's a railroad locomotive engineer booyah to you, sir. >> ge is a locomotive division down 58% this quarter. what's up? >> caller: those ac 44 hundreds are good. they're fun to run. anyway, i bought some csx about 45 days ago, and it's been out tearing down the main line in run 8. that's railroad talk for full throttle. >> oh, okay. >> caller: yep, yep. the stock's price rise has been tied to hunter harrison and his interest in transitioning this railroad to a post-coal business

model. in fact, there was some news today about harrison and his supporting hedge fund. >> right. >> caller: my question is, does this fast rate have more room to run? it's been an 80 dd stock in years past? >> i got to tell you. art, you know more about the locomotive business and the railroad business than i do. when i read the headline which said they're negotiating with the ceo. mike ward is the ceo. did they fire him? i think he's done a good job. i'm not a buyer in this whole theory. i'm a seller. if they're losing ward, i'm losing csx. plain and simple. all right. lean, mean, not so strong machines. polaris and harley-davidson have problems of their own, and unfortunately washington's protectionism, i don't think it's going to help. i wouldn't take a ride with these guys. now, much more "mad money" ahead. shares of taser are up 75% over the past year, offering new tools to help law enforcement keep an eye on crime. tonight i'm talking with the ceo to find out if it could protect

your portfolio. then from netflix to your favorite local dive, that's impacting a ton of stocks. hey, you may own some of these. you got to listen up. and there's no better way to celebrate my boifrt birthday than with you. i'm going to be dialing for dollars, taking all your calls in tonight's edition of the lightning round. so stick with cramer. safety doesn't come in a box. it's not a banner that goes on a wall. it's not something you do now and then. or when it's convenient. it's using state-of-the-art simulators to better prepare for any situation. it's giving offshore teams onshore support. and it's empowering anyone to stop a job if something doesn't seem right. at bp, safety is never being satisfied.

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what are we supposed to make of taser here, tasr, the company whose name is synonymous with non-lethal stun guns? stock up more than 12% since the beginning of 2017. now, i think that some of the strength is simply about the zeitgeist. we had a lot of profile officer involved shootings last year and whenever that happens you get calls for police to have more non-lethal weapons. some of it has to do with the company expanding into new areas. they make a full suite of evidence capture technologies including those body cameras and audio recorders as well as software that helps police and prosecutors store and compile data. yesterday we learned the company

is making not one, but two acquisitions to build out their artificial intelligence capabilities, specifically tasers buying two machine vision plays, fossil group and dex tro, giving them deep learning system that should make body camera videos searchable in realtime. i think it's huge. can taser stock continue to power higher thanks to this transformation? let's check in with rick smith, the co-founder of taser international. welcome back to "mad money." >> it's great to be here, jim. >> okay, rick. in the time since you've been on -- and you've been on many, many years. i've seen your company go from a weapon to being something that can be body under armour to video cameras to ultimately being the complete ecosystem. tell me where these two acquisitions you made yesterday fit in in advancing the ecosystem. >> well, we're acquiring a lot of talent here. you know, just late last year we hired the guy who used to run itunes at apple to help us build out the cloud software piece.

now we're plugging in teams for artificial intelligence. we have an amazing data set of over five petabytes of police video that our customers manage on evidence.com, and what a.i. will allow us to do is allow us to ran advanced analytics that will help them automate business processes and provide greater transparency and be more effective police agencies. >> your conference call you talked about we're not ready yet for transcriptions to be done perfectly. i'm thinking your next acquisition will be someone that offers that too. so even there won't be the writing at the end, and the whole process will be so much more smooth and streamlined. frankly, much better for if the prosecution wants to go. the prosecution will win more. >> bingo. the average police officer sbends two-thirds of their day sitting at a keyboard typing. we believe police reports should be recorded, not written by some cop on a keyboard. let's free them up. we've got 9 video. let's transcribe it and make the police report from there. ultimately we probably won't be buying a transcription company,

but our machine learning group, our artificial intelligence group, will be plugging into best in class, and we'll be using those services from some of the existing transcription providers to do exactly that automation of all the drudgery that distracts and takes police off the job we want them doing. >> rick, you're winning a lot of orders. it's incredible in the times i've seen you. since i've seen you last, almost all are taking it. do they take the full package? i mean do they cherry pick? >> you know, every one of the big cities on our platform -- and we have about 85% of the big cities that have body cameras have chosen us. all of them are using the end to end system. so like when the london met called up and said we need a thousand cameras f they had to build and run their own data center, it would take them years. we had them live in a matter of weeks. because we're onned cloud, we can move much faster. we're pushing out software updates every 30 days. it doesn't make sense for police to be in the business of running data centers. it's not their core competence. >> i'm trying to understand the situation in the city i'm in. in new york city, mr. de blasio

is the mayor here. speaking at a news conference on monthly crime statistics, he suggests that negative attention to the contract process had been driven by taser which lost out to a smaller company. and i know it doesn't seem like he's saying that some company put out largely a competitor company put out information to denigrate the company involved. i don't know. do you really need that small camera contract to go tot point where -- >> hey, look, new york bought cameras without testing any of the back end software, and we raised our hand and said, hey, you know, maybe you should look at some of the agencies from l.a. to cincinnati and others in seattle that have actually tested the gear. and maybe you should test it before you buy it. you know, we got rebuked. they're moving forward with a technology procurement process that's largely based on the more traditional bureaucratic approach. this is something i'm really passionate about. police agencies around the

country everywhere, cops have really outdated technology. and the reason is that they don't really test it effectively, at least historically. that's something we think really should change. you ought to test this stuff and make sure it works before you go deploying whole hog. >> these are the stories that i like. 20% increase in guilty pleas. if mean isn't this part of what -- i mean you want this process to be fair and safe as possible. isn't that newport news statistic the most dispositive of all? >> well, that one and the other one from cambridge university where complaints against police go down 93%, right? that's what it's all about. how do we record what actually happens so instead of everybody having their emotion and imagination about what happened, lit's go to the video. >> i got to tell you it's been a remarkable transformation from when i first saw you, and you've really taken it full scale. that's why your success, i think, is so good for all the cities that hire you. thank you so much, rick smith. co-founder and ceo of taser international. always great to see you, sir. >> you too.

thanks, jim. >> these guys have for lack of a better term, the better mouse trap. it's good for everybody. "mad money" is back after the break. why pause a spontaneous moment? cialis for daily use treats ed and the urinary symptoms of bph. tell your doctor about your medicines, and ask if your heart is healthy enough for sex. do not take cialis if you take nitrates for chest pain, or adempas® for pulmonary hypertension, as this may cause an unsafe drop in blood pressure. do not drink alcohol in excess. to avoid long-term injury, get medical help right away for an erection lasting more than four hours. if you have a sudden decrease or loss of hearing or vision, or an allergic reaction, stop taking cialis and get medical help right away. ask your doctor about cialis. i kept putting it off...t get what was i thinking? ago. ok, mr. jones... we're all done. i told you it was easy.

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>> oh, my god. oh, my god. it's my birthday! [ applause ] >> wow. cheesesteaks? cheesesteaks! oh, my god. fantastic. >> well, i hope you enjoyed watching that surprise broadcasted live on our facebook page. i want to thank all of you out there in cramerica for the birthday wishes on twitter ask in real life. trying to give you a lot of hearts. anyway, i still got to do the show. i'd like to thank my staff for the extra smarties in the birthday cake. they always seem to know what to do. it's a fantastic mind reading group of people. and now it is time. it is time for the lightning round on cramer's "mad money." that's where i take your calls rapid fire. you tell me the name of the stock. i tell you to buy, buy, buy or sell, sell, sell. we'll play this sound -- [ buzzer ] -- and then the lightning round is over. are you ready, skee-daddy? it's time for a special birthday

edition. i'm going to steve in california. steve. >> caller: happy birthday, jim. >> thank you. >> caller: booyah from redondo beach. >> yes. >> caller: arconic. i have a small position in it. when is it time to ring the register? >> we told followers of action alerts in the club yesterday that we felt that at this level we can no longer initiate new positions. it's up ten straight points. we still like it but not new positions. let's go to bob in the illini. >> caller: this is bob from chicago. for a long time you've been a backer of bristol-myers, symbol bmy. >> the stock doesn't want to go down anymore. i think there must be doing a restructuring, they got something else up their sleeves because it wasn't a good quarter. i'm not going to fight the tape. i think it's bottomed. let's go to dale in wisconsin. >> caller: booyah from wisconsin. i've been picking up some shares of that universal display. >> i think that's smart. yesterday someone had that on am i diversified, and i said that's

a good technology play. a good new jersey technology play. let's go to sean in ohio, sean. >> caller: jim, hello from ohio. >> nice. >> caller: i'm asking for input on high max technology, himx. >> well, you know what, that's an inconsistent company. let me call it that. let me say it's inconsistent because that's real polite. let's go to ples in alabama, ples. >> caller: what's going on? >> man, i don't know. you tell me. >> caller: i'm doing okay. listen, i was calling to ask you what do you think about u.s. steel? >> i think it's ready for another run. after listening to that conference call for cliff's natural, i said to myself, you know what, the steels, they could have another. and that, ladies and gentlemen is the conclusion of the lightning round! [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade. oh, my god, it's my

birthday! >> here we go. drum roll [ crickets ] >> we don't have a drum roll. >> i got to change it to fana. the g obviously is google. >> this was when i was in junior high because i was still trying to straighten my hair because i was embarrassed about the curls. >> hey, cramer. i remember watching my dad when i was younger, and i'll admit it was torture, but now i'm an avid follower. i love the show man. >> what you should say is red flag, red flag, red flag. >> not much. how is geno's where are you going? >> i'm a pats guy. >> next call. >> how about a hug? >> he's my kind of guy and he let me ride a really big tractor. >> i love seeing you in the morning and the afternoon. you're great. >> thank you. can't get enough. >> amazon? i told it would come right back. okay. i'll talk to you later. [ applause ]

what? hey gary. oh. what's with the dog-sized horse? i'm crazy stressed trying to figure out this complex trade so i brought in my comfort pony, warren, to help me deal. isn't that right warren? well, you could get support from thinkorswim's in-app chat. it lets you chat and share your screen directly with a live person right from the app, so you don't need a comfort pony. oh, so what about my motivational meerkat? in-app chat on thinkorswim. only at td ameritrade.

isn't it so tempting to buy these beaten down retailers and restaurants, maybe grab some apparel plays, some of those so called mall losers? i understand the temptation. these stocks all held their moving averages, starting to come back. there seems to be so little

risk. and the risk may actually be minimal for a couple days and the reward compelling, that is until they start reporting. listen, whenever i feel myself getting tempted these days to buy these beaten down stocks, i start thinking about the restaurant six blocks from my tavern. the one made me so jealous because it got two stars from "the new york times" right after it opened. yesterday i learned that this restaurant -- and i won't name it because the guys behind it turned out to be the greatest and are total pros -- is closing. just couldn't make enough money. the place was pricey for this neighborhood of brooklyn that we reside in. we couldn't order for two without spending around 90 bucks for the place. my tavern, bar san miguel gets you four meals and drinks for that. but the place with a special place with a great feel, fantastic food, amazing chef and it wasn't by any means overpriced. some of the reasons it went under are pretty typical, minimum wage, expensive rents. but the biggest problem, traffic. what really felled this

neighborhood gem along with a dozen restaurants around us this year was takeout and delivery. people wanted fast. they want to take it home or they want it sent to their door problem tow. this is a huge secular change. this new stay at home economy is precisely what scares me about the retail stocks and restaurant stocks that depend on people going out. think about last night, act vision blizzard reported a truly monster quarter, sending its stock up nearly 20% day. best stock in the s&p. that's on top of the excellent results from take two interactive the day before. netflix doesn't quit. 52 week high. so did domino's pizza and amazon. amazon by the way is um canning right back. amazon is coming right back after what we thought was a miserable quarter. these are all in the same sector, the stay at home, don't go out cohort of companies that thrive when you sit on the couch and just order, deliver, and play games and watch long-form programs while you check your facebook on your brand-new apple iphone, two stocks we own for my charitable trust. lack of traffic, that's the real

enemy of retail, the restaurants, and the apparel companies. the simple fact is whether it's time management or ease or the improvement everything that you can do at home from faster chips made by nvidia to better cell phones from apple or better programming from netflix or cooler games with take two and activision blizzard. it's all coming together to conspire against people going out, and that's what's really killing brick and mortar. when the coroner is finished with the inquest of the dead restaurant down the block, the cause will be natural. not enough people who go out anymore. if it hit the place i'm talking about, it's going to hit pretty much everyone. so you need to be very careful with this cohort because the forces against retail traffic are numerous. they're powerful, and they're not going away. and they can only rarely be defeated. stick with cramer. like what? like a second bee helmet with protective netting. or like a balm? you know? or a cooling ointment for the skin.

how about a motorcycle? or some bee repellant. i'm just spit-balling here. nothing stops us from doing right by our customers. ally. do it right. told you not to swat 'em. the full value of your totaled new car. ally. do it right. the guy says, "you picked the wrong insurance plan." no, i picked the wrong insurance company. with new car replacement™, we'll replace the full value of your car plus depreciation. liberty mutual insurance.

i love the smell of napalm in the morning. no, this is double espresso. hodor! hodor! ehhh, hodor. you guys watch game of thrones, right? inconceivable! surely, you can't be serious. i am serious. and don't call me shirley? that's the unlimited effect. stream your entertainment and more with unlimited data when you switch to at&t wireless and have directv. plus, get the amazing new iphone 7 on us. i like to say there's always a bull market somewhere. i promise to try to find it just for you right here on "mad money." i'm jim cramer. see you monday in san francisco!

announcer: america is struggling to shake off the recession. public distrust of wealthy ceos remains high. but more and more bosses are looking for radical ways to reconnect with their workforce in order to find out what's really going on in their companies. each week, we follow the boss of a major corporation as they go undercover in their own company. this week, the chief development officer of subway, america's largest food franchise, poses as an unemployed counselor looking for a new career. - john wilson. - john, nice to meet you. announcer: the boss will trade in his guitar and estate