>> apple >> stated financials,! us"fast w "mad money" with jim cramer begins 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 mark somewhere and i promised to help you find it. "mad money" starts -- now. hey, i'm cramer. welcome to "mad money. welcome to cramerica want to make friends trying to 345 make you money. my job, teach and educate you. call me, 1-800-cnbc or sweet me @jimcramer. deal wig a treacherous rotation or business at usual

it's a tougher call than i thought, even on a day the dow gained 93 points s&p up 5%, 4%, record highs and nasdaq climbed 7.3%. so many cross-currents out tlrchlts bi, . >> byuy, buy, buy, buy, buy. >> since 2009, a tech-led sell-off as friday you typically get much more follow through than we've seen this time around in other words, you'd expect a tech debacle friday. all right? to be followed by a second wave of selling on monday >> sell, sell, sell, sell, sell! >> with moneyal rog in arollingr household name stocks. that didn't happen back into tech almost intantly here's why almost all tech sell-offs triggered by earnings shortfalls from key cities.

on day one, a tech company preannounce as sharply worse than expected quarter. this was friday. often in parts of the hottest area, social, cloud, video, machine learning, artificial intelligence that move shocks people. takes the breath away. because it's seen as being the tip of the iceberg others there, need to be taken down too simultaneously, instantaneously, waves of selling in every nook and crany of tech as traders anticipate number cuts, because of the initial shortfall as the analysts slash price targets, down grade stocks, next mornin morning, sell just a continues colgate, proctor, going to companies like these, johnson & johnson safe to make the quarter. by day three which would be today, the tech wreck finally ceases with a whimper ah -- and money starts spreading to

other areas. like the better acting higher yielders that could well when interest rates are low a funny thing happened this time it wasn't triggered by a shortfall. there was no pre-announcement. all we got was a short seller hollering about market fade and cramer and nvidia and a large hedge fund sending back investing in a lot of fine names. the usual catalyst, botched quarter blamed on the slowdown and migration of the cloud or sudden decline in orders to what seems to be apple all of the sudden -- maybe some weakness in search none of that happened. no there was no breakdown so there was no reason for the analysts to follow-up yesterday with more down grades, because there was no actual shortfall, there was no tech massacre in fact, the only thing that did happen, an unusual sunday night downgrade of apple, seemed like a pylon given apple traded terribly friday. thanks to a story arguing its

fight with qualcomm was off the rails and the company would be hurt when qualcomm decided to withhold its new high-speed chip and that's something i could not confirm from the apple side of things there was no real approximate cause for the tech pullback. there was no -- off the rail situation but we did get the usual cowardice from tech yesterday as so often is the case, they totally hide under the desk when they see a tsunami are selling coming their way and wait for the tide to ebb before they reiterate the buys initial wave of selling but no follow-through, because nothing was actually wrong and the apple down grade wasn't strong enough to impact that many stocks. five analysts, no big name here's where the big divergence comes in kind of throwing people today should have been the day when every fang in fang-related analyst comes out bulls their stocks with price targets and

goodies that make us feel like dopes for not buying the down stocks remember, they're down from thursday virtual release from facebook, thought a number bump for alphabet or broadcom nope not even love from nvidia or representation of the ap many downgrade. travesty maybe it happens today i did see suspicious positive trading in nvidia in the last hour of date that might indicate a positive comment coming from wall street tomorrow not much else, though. instead what we did was got a lot of broken field running today. reminiscent of that rotation, that raggedy rotation we saw end of last week, as a smattering of financials rose up, anticipation of the fed raising rates tomorrow boroughs gravitated towards mastercard and visa. not jpmorgan an upward bias, however, because the extra boost i think from the treasury's attempt to losing regulations making bank a little more profitable. we saw money float into the

industrials third day in a row perhaps to get ahead of more quarterly reports. more on that later usual back flow into the oils we've had several days nothing big. nothing to get excited about enough to be able to push the group further off their loads and to stable nigz ilize in thes feeling like a sucker rally to me something totally nutty today. in all keeping with the action, again, threw people off. ahead of a rate hike we saw a breakout in the one group that should go down ahead of a -- of a rate hike. so breakout in the house in stocks housing stocks after days and days of the decline we saw a jump in home depot. total shocker given scot's miracle grow slashed and says weakens in the outlet's and craziest thing down three scot's itself rallied hard taking up lots of home and home goods stories

major part of rotation today a brand new part of it although some could say it's an extension of the buying in retail that started last week when nordstrom said it might go private and it's sizzled out before we tell ourselves the tech selloffs over and we can go back to buying we need to address a two-part conundrum in this rally first, comeback is anemic. plenty of teching well below they were thursday if there wasn't more to the sell-off they should be higher perhaps perform we get analysts go, rah, rah, remember that nvidia rally, but didn't get it today. second, other rally similarly lacked punch it was a grade b. end of rotation action. not something seething a strong comeback that gives us a launching pad to higher prices in short, what we had for all intents and purposes, end of banks, retailers oils, industrials, a less than enthusiastic move into tech leave as couple scenarios that need considered.

first, entirely possible a surprise from the fed. something that makes it so today' non-tech gains are repealed and money flows back into tech fas it never occurred. complicated but to happen. second a possibility the fed is hawkish and says it wants to raise rates against soon, get a continuation of that rotation that started last week finally, i think there's a chance that the market initially gets hammered across the board when the fed speaks. and we'll see what this darn thing is made of when we sort through the rubble on thursday now, i believe in my heart of hearts this market can continue to move higher, but hard to rally on a total lack of information or data points that make people feel like it's worth it to buy stocks up here the bottom line, today felt more like the end of rode rotation, not the beginning of a new one without a fresh catalyst i can't see us lifting off from here unless fed chief janet yellen says things are terrific raise rates and turns out to be genuinely sanguine that the

future is brighter than the past mark in colorado mark >> caller: hey, jim! boo-yah from bolder, colorado. >> nice. what's going on there? >> ah, gorgeous, sunny day wish were you here. >> same. >> caller: i have to drink beer without ya. >> that's okay they have a lot of craft beers i'm not crazy about. i do like coors like what's up? >> caller: yeah. all right. so under armour a good buy now look pretty beat up the last two years. >> i think under armour had a nice move off the high teens give that up a little bit of too much steph kur any it gets to 2021, fine remember, vf moving up, nike stabilized not like the apparel business is awful. bob, my home state of pennsylvania bob? >> caller: hey, jim. how ya doing today >> i am good how about you? >> caller: great thanks for taking my call. >> of course. >> caller: my question is regarding walgreen's pending

merger with rite aid and panelway to ftc approval a come questions from a shareholder's perspective, what's your viewpoint on this transaction and do you see it getting approved, if not what's substantiated rounds will the ftc use in blocking it >> disappointing, walgreens, sold and able to trade around it the problem. ftc blocks it because it will create too much power causing rite aid's stock to go down. not necessarily walgreens. they either get the deal done, stock goes higher or announce a gigantic buy back and the stock goes higher. win-win walgreens, but, boy, is my patience tried with this one. matthew in south carolina. matthew? >> caller: hey, jim. how ya doing >> well. how about you? >> caller: doing all right so i was looking at teva pharmaceutical looks like a great company biggest manufacturer of

manufactured drugs in the world. great drugs coming down the pipeline his tough times. acquisition, ceo and cfo leaving and replacing four members of board of directors fli s in add to a new ceo what do you think? share is low >> when they, remember, bought allergan, when they bought allergan's generic, they gave -- they gave allergan a huge slug of stock, which in a couple months will be for sale in order to be able to clean up teva's -- the balance sheets better. i say, no. don't buy. >> don't buy, don't buy. >> don't think it's the right place to be. all right, a lot of cross-currents right now, although iheaded higher. we need to hear janet yellen say 9 right thing. sports flying in emerson electric but it the stock continue to amp up the juice plugging in the profits. capping technicals and shining a like on the company and big

downgrade of energy related stock made waves last week the worst part, i think the waves are dead right ma make sure this company isn't lurking it your portfolio. ready to ride the rails for profits? >> announcer: all aboard >> this one is express, only next stop, cramerica don't move we're pulling into the station so stick with -- cramer >> announcer: don't police 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, 1-800-743-cnbc miss something head to madmoney.cnbc.com. think again.

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hey you've gotta see this. cno.n. alright, see you down there. mmm, fine. okay, what do we got? okay, watch this. do the thing we talked about. what do we say? it's going to be great. watch. remember what we were just saying? go irish! see that? yes! i'm gonna just go back to doing what i was doing. find your awesome with the xfinity x1 voice remote. last friday we got the gipping of a big rotation. money flowing out of the gross stocks into the banks. retailers, oils, and some extent industrials. tonight i want to talk about one particular smokestack stock that could be poised for a major

bro break out. emerson elect trick. emr. big industrial conglomerate pap brilliant technician a colleague at realmoney.com a terrific track record to get a better sense where emerson might be headed for those of you who don't remember, the last time we checked in with collins, four weeks ago. pounded on a stock nobody liked called qualcomm. 6% trading game. never, after trading game and got it nice move. take a look at the daily chart of emerson collins says this stock may flash more than a few sparks here an interesting chart over the past four moss emerson basically is trading sideway see that doing nothing. in a tight channel between 57 and 61. 57-61. breaking out from the major rally back in january. lately, though the stock begun to push against a ceiling of resistance with emerson currently trading at $60.84, a few cents way from

a true breakout. according to cons, the stock gets back to $$61, becomes real and resistance turns into emerson's new floor. a floor of support but it's not just the price action that's has collins feeling bullish about the stock. in addition to a breakout, something we haven't talked about a lot calling the bollinger bands. these brackets mecher volatility emerson's upper bolger band pushing higher there you go bowlingen jer band pushing higher similar to emerson's last big breakout in january where you saw them pushing higher. it's expanded again in april that time the stock failed to splash through resistance. a failed breakout. in fact, it's what created the current ceiling above at emerson mow. why does collins think this time can be different when it did so on low volume look at volume

you can see there -- this was not a time of big volume remember, for charters, volume is like a polygraph. high volume, mover's telling the truth. low volume, might be deceiving you. lately the stock is advancing on strong volume. look at that breakout of volume. okay that suggests to collins this run is the real deal you see the green line right? superimposed on top of emerson's volume that's a 50-day moving average of the volume. as you can see, surged above that level in reercht dcent day. what happened during the january breakout back here okay you can see, you saw the volume took it out again. right above that line. okay this is very important this is what he's saying is the tale it didn't happen during the failed april breakout. it stayed within the green line. on top of that, look at that on the bottom measuring whether stock has gotten oversold. april, overheated, oscillator an

over bought reading meaning come up too far, too fast now, though, not over bought at all. put it all together and collins says numbers could be ready for a quick move up to 63. longer term, though, thinks even higher check out emerson's weekly chart -- from a technical perspective, this picture graph of tells a much cleaner story. rather than the neutral trading channel going sideways, emerson's weekly chart, a very nice uptrend here moved like aological consolidation within a bullish pattern. the stock in stasis for 18 weeks, collins points out, take a longer view, actually climbing for 18 months. and the weekly chart collins sees the number sciences suggests it's ready to resume ascent starters, last month, a relative strength index, rsi, really an indicator of an indicator.

and we talk about the rsi all the time okay here's the -- this is one. important gauge of the stocks momentum this side compares that tool to the its own highs and lows this case the past 13 weeks. it's hard, i know, but we got to throw everything at you. in may, then a bullish crossover and now in positive territory. second, the normal oscillator at the bottom mesh whers a stock is overbought or over sold. maybe its own bullish crossover, the black line goes above the red one right around the same time okay why does this matter collins said seen it before in emerson electric back in late october of last year, 2016, okay you began to see the same thing. both times the stock rallied hard in response collins said the third time no differ and a stronger move higher plus also like what's he sees in another unusual technical tool

you see this purple band that's what's known as the 40 week trading envelope. a trading envelope just tracks one of the stocks moving averages and gives you a range around it. in this case looking at the long-term 40-week moving average, plus or minus 2.5%. as you can see, emerson trade ago born this envelope for months, and collins says when that's the case, the odds tend to favor the bulls throw in the fact the stock is already up and in a long-term uptrend, you have a name with a lot going for it overall, collins expects emerson electric to amp up the juice and continue trading higher. perhaps making it all the way to $70 a share over the next six to eight months what a great move that would be. if wrong, stock goes lower, a nice score of 57. really bad, below $55. collins says then all bets of

off. the bulling stampede if youbelieve in this worldwid economic growth story i've been talking about, and you're looking for an industrial with upside that really hasn't moved that much, the charts interpreted by tim collins suggested emerson lech tlak more run to run my view? look, do a lot worse than emerson. imagine paying this nice 3.1% yield just to wait for something good to happen much more "mad money" ahead. is real company csx on a new high-speed path to profits i'll tell you if it's time to ride the rails to recovery, and time to set up an embargo against a stock that has no place in your portfolio. even though i know it's tempting and president trump tried to focus on the economy since taking office but may not have the last word. i'll tell what you will. stick with cramer. [vo] when it comes to investing,

looking from a fresh perspective can make all the difference. it can provide what we call an unlock: a realization that often reveals a better path forward. at wells fargo, it's our expertise in finding this kind of insight that has lead us to become one of the largest investment and wealth management firms in the country. discover how we can help find your unlock.

when old school large capitalization stock doubles in value in less than a year you better sit up and take notice. i'm referring to the magnificent move in csx. >> all aboard! >> one of the major american railroads with a stock going from $25 to $53 in just the last 12 months. some of the strength had to do with the broader rally in the group. the group spent last year going higher and the election ran at a sprint pace. however, since the beginning of 2017, most of the other rails pretty much stalled out, but csx keeps roaring. it is up nearly 50% year to date [ applause ] even if the stock pulled back oh so slightly over the past couple week the reason for its incredible strength, if you ever believed executives didn't matter a ceo just another semireplacement cog

in a larger machine? this action is csx is proof positive the stock market disagrees with you [ buzzer ] much of the gains came in one fell swoop when csx replaced its longtime ceo michael ward -- with hunter harrison ♪ hallelujah >> the new darling of wall street and many other reasons to like the stock. if you want to understand why csx is on fire and may continue to run you need to know about the market's new-found love affair with hunter harrison. >> buy, buy, buy >> the recent rally began january 19th stock surging 23% in a single session. on the news that mantle ridge, hedge fund run by noted activist paul halal, luring hunter harrison and outgoing of pacific rail wa to the top job at csx. days after a company reported a disappointing quarter -- with tepid guidance in the wake of

those not so hot numbers the mantle proposal to bring in hunter harrison quickly gained support of the board of directors. late february we learned the old ceo michael word ward was steppg down and march 5th, a new executive giving mant's 5 our 14 board seats. what with this guy a once in a generation genius? the man with the midas touch or the truth somewhere in the middle i like mike a lot. a very nice guy, clearly harrison is on to something, and doing better you probably never heard of hunter harrison before he took over at csx. within the railroad industry this guy is something of a storied legend he's been working on the railroad for more than 50 -- 50 years, serving as ceo of illinois central, canadian national and canadian pacific. the bull case here, that harrison will implement a strategy known as precision

scheduled railroading. basically the idea that the company can do a better job managing assets by running fewer smaller trains on a tighter schedule with very tight controls these are cost controls we're talking about. at the same time, harrison wants to focus on customer service in order tomatic more market share. this precision scheduled railroading strategy is already being rolled out in fact, at an industry conference late last month, csx point add a bunch of productivity improvements all right taken place in the few months since harrison came in. changed routes, schedules the way they do long trains. maps them out in his own living room not kidding. this guy the real deal numbers are incredible 14% improve innocent in train velocity 11% decline in the trains spend waiting in terminals 16% increase in on time departures and astournding 52% on on-time arrivals [ applause ]

the guy is the train whisperer but it's not just ceo talent perhaps just as important investors like there's an activist partner with harrison on this project. paul, the mantle ridge fund manager who brought in harrison in the first place used work at bill ackman's persian square back when it consists in the outperform averageses. a lot of terrific track record there. particularly with canadian specific railway now involved with csx, speculation, buy up competitors. the other hand, some investors think the csx money could put itself up for sale after harrison cleans it up. i think it's an earnings story radless what's going on with management, csx had gotten bet wler hiresen first had taken over in april, report add strong quarter. increased by 3%, a pick snup all-important coal cargo the company's revenue shot up 10% and earnings per share exploded higher rising 38%

even better, the company gave a much rosier outlook for the rett of 2017. if that wasn't enough, csx announced a $1 billion buyback and 11% dividend boost broong g i bringing up yield. only because of the increw necessary value. oh, and harris sn not jut using the company to buy back its stock. he putting his own money to work yep. just days after the excellent earnings report he shelled out $15 million to buy 300,000 shares of csx in the open market around thes 50 a pop om one reason insiders buy because they think the stock is going higher with csx xurntly trading at $52 and change safe to say harrison believes nor upside. what else? some we talked ak last year is finally coming around. panama canal opened and expansion last summer that should allow nor intermode's goods, big stacksan s to make fm

to the east coast. csx is an east coast railroad. likely part of the reason business is improving. meanwhile, president trump can do anything to help the cool industry also going to benefit csx because it ships vast qantas of the stock. some concerns here, also, hunter harrison is not a young guy. and last month the "wall street journal" published and article suggesting he's got an undisclosed medical condition forcing him to work from home many times during his first weeks as ceo he told the paper, i'm quoting, running on so much adrenaline no one can stop me. don't judge me by my medical reports, judge me by my performance. fair enough. seems to peak. cars another huge cargo. the company can afford a modest deceleration as long as the rest of the business holds up most salient issue, csx stock, it's no longer cheap trading at 19 times next year's earning estimates. that's not crazy compared to

union pacific and others and not the bargain it was 15 points ago bottom line, market is acting like hunter harrison can work miracles done an impressive job but the stock has run up so much, if you want to buy shares in csx, you need to wait for a better entry point if you already don't own it i hate to chase. so be patient. sooner or later a market-wide pullback again and then you can pounce on this re-invented railroad. >> buy, buy, buy >> to david, home state of new jersey david? >> caller: good evening, jim thank you for taking my call. >> same. >> caller: my question is alcoa aluminum, and the price of aluminum both the range now call it $32 and the price of aluminum, 86 cents a pound and like to know where you see the stock going and do you think anything will come of the tariffs presidents obama and trump have -- >> this is completely a -- >> trump stock. >> no doubt about it you need to ut shthe chishut the

chinese down when it kwums to aluminum do it, and if you believe the president is focused, get the job done a good trade here brad in virginia brad >> caller: hey, dr. cramer big boo-yah-ya-ia to you today >> how can i help? >> caller: energy group. had it on the tv a month and a half ago bought at $ 65 went down, $62, bought more. what's your view of this company in respect to the long-term oil -- >> we have too much oil in this country, therefore, very good for valero, frankly. and the blood so much in the premium i think valero can go up five or six more points. you've got a good one. remember, with the refineries they are always trades because there's no real growth there's just playing ash tra

tros between the price of crude. and a one-track line that means profits wait for pullback and then you can buy the stock. much more "mad money" ahead including my take on a tanker space. breaking down maneuvers to help you avoid a wreck. then, why the endless focus on washington may be a waste of time and the world economy may be better than we thought. and all your calls "rapid fire" in tonight's edition of "the lightning round. so stick with cramer >> announcer: tomorrow, kickoff the trading day with "squawk on the street." live from post nine at the nyse. >> it's war and peace. toy st tolstoy had -- i love sronski. thought he was underrated character. >> all starts at 9:00 a.m. eastern. cnbc in miami for emerge

america pap two-day summit for tech leaders, entrepreneurs and investors, insight from business leaders and innovators breakthrough trends and technology continuing kov tomorrow, cnbc. wow! all with points. that's how i created the ripple: the doughnut in a doughnut in a doughnut. suddenly it's everywhere. i mean, it really took off. what will you create with your points? learn more about the ink business preferred card. what will you create with your points? when this bell rings... ...it starts a chain reaction... ...that's heard throughout the connected business world. at&t network security helps protect business, from the largest financial markets to the smallest transactions, by sensing cyber-attacks in near real time and automatically deploying countermeasures. keeping the world of business connected and protected.

that's the power of and.

i know everyone one's always looking for a low dollar stock to buy. many of drawn to them. particulary in shipping where

many happen to live. just like on the boat, often a lot more to a single dump it stock than you see on the surface. take the offshore drilling play, a stock morgan stanley brutally downgraded. >> sell, sell, sell, sell. >> wow a lot of you get excited whenever you see this kind of speculative single digit name, but morgan stanley's raised legitimate questions about it k's ability to remain a going concern. now, that's a big deal teekay is a major marine transportation play but the company and subsidiaries, between the city and subsidiariesance hundreds of ships moving oil, nitric gas and offshore drilling equipment. i urge you not to be tempted by the siren. reason teekay stock performs well when oil and gas are producing. consumer demand pushes up tanker rates.

by the same token, poorly when energy prices collapse teekay's chart mirrors oil 2007, obliterated during the financial crisis, soared again when oil peaked. since then, the stock lost 90% of its value something changed in recent years, though. the price of crude bot uned last year, teecape stock hasn't recovered. oil stuck in the 40s, lingering in the double digits we know why, so low, flood the market with supply whenever oil goes above $50 a barrel. opec can't seem to do anything to push prices up long term. if oil and gas aren't poised to rebound in regard these levels, we need to be cautious about companies like teekay heavily tied to offshore drilling. i don't want to raise alarm bells unnecessarily, especially about a small cap ciompany

this needs to be dealt with. a frightening title. teekay's liquidity, a concern. teekay's liquidity, a concern? ouch morgan stanley downgraded the stock from equal weight to underweight. >> sell, sell, sell! >> slashes price target from $8 to $3. the problem, these an 4ri69s worry about teekay because of of liquidity issues ap offshore sub sitary, symbol tol, they fear will bleed to the parent company. as morgan stanley's note put it, "continuing weakness in the out markets together with operational missteps and cost overruns in teekay's offshore business have escalated pressure on the balance sheet and once again put the group's liquidity under scrutiny." you never quantity to see scrutiny it continues see risk of a too recapitalization as the company

has large capital rooimts in the fwhoex year causing a spill jove effect on the entire group as teekay's parent fortunes closely link to two through the series of corporate guarantees also in cash flow is negative. quote/unquote. and many offshore subsidiary contractses expiring in the not too distant future in short things are it up all around who wants to spend a lot of money on offshore drilling when oil's stuck at $46 a barrel? same time, struggling with low rates. as long as these conditions hold, teekay will burn through their cash and as far as morgan stanley is concerned you that's a huge problem basicallybusiness is bad the offshore subsidiaries dug itself a deep hole and tee kay the parent could be out hundreds of millions of dollars crux of the argument, i'll read know quote

we believe too, t-o-o, issue large equities to meet obligations otherwise could threaten the solventsy of the parent entity that guaranteed $323 million of its offshore subsidiary end quote. why does that matter, teekay holds a promissory note from offshore subsidiary coming due in early 2019. but if that subsidiary can't pay off the note, might be tough for the parent to refinance its own $593 million in debt comes due in january of 2020 may seem like a long way off, but once investors worry about viability as a business, becomes difficult to raise money it's convoluted and i know you call about these things, oh, how much can you lose on a $6 stock? hmm -- morgan stanley's advice, they think the current corporate structure needs to be changed. as they see it, the existence of teekay corp. is a drag on subsidiaries recommend a reverse merger subsidiaries serve the parent.

in response, teekay stock plunged on friday and stabilizing today. offshore subsidiary hit harder my view -- honestly, even if the situation is less dire than morgan stanley suggests, the fact is this whole space is radioactive i know you're drawn to it. i don't want that. teekay has plenty of troubles beyond liquidity issues. the companies ceo resigned in january. chairman stepping down later in the week meanwhile, numbers are plain ugly latest quarter tee teekay lost 42 cents a share worse than the loss wall street was looking for. gas tanker businesses are making money, but not in great shape. bottom line when a smart research team like the guys at morgan stanley point out a dire situation like what's happening in teekay, pays to take them seriously and avoid the temptation that so many of you have of betting on a low dollar amount stock i'm not saying the bears will

absolutely be right. i am saying that they'remuch safer places to speculate with your money even down here the stock at teekay, it's just not worth the risk kim in ohio. kim! k >> caller: hey, jim, thanks for taking my call and love your show love your book. >> thank you. >> caller: wonder -- you bet hey, halliburton, not knowing future fracking and oil prices, stock basically gleaming like its on sale, should i put that down or go slow or avoid especially with their chief financial officer about to step down >> halliburton is more levered than most oil service companies through this onshore oil rig cap we see on fridays that keeps moving up. i don't mind owning hall ba la burton at 45 understand you need probably an 18-month horizon before demands picks up and supply drops enough for halliburton to explode higher that requires a lot of patience.

all right. when analysts speak, i listen. the team ap morgan stanley pointed to a troublesome situation and a low dollar stock called teekay. the bears might not win but i just don't think the stock is worth the risk, even though i know so many of you are drawn to it, which is why i had to spend some time telling you the bear case "the lightning round" is next. stay with cramer

>> announcer: "lightning round" is sponsored by -- td ameritrade. it is time -- "the lightning round." >> buy, sell, buy, sell -- >> and then the lightning round was over are you ready? lightning round. start with mike in florida mike >> caller: what's up, buddy? your opinion on dominoes a pizza place in florida called sesinos. >> people taking market share. technology company sells pizza, best in the world. stock can still go higher. don't sell it. go to colleen in new york.

colleen. >> caller: boo-yah, jim. >> what's going on >> caller: finally got out of a long held dog. mdrx and looking to reinvest it your take on xyl sy lumb? >> a bure play on water. tell you when pentair splits into, pentair will be better sully in florida sully? >> caller: hey, cramer boo-y boo-yah. >> boo-yah. >> caller: listen, myself and all the guys at tubby's pub and grub in st. charles, missouri want to your opinion on incr >> if we had a beer together, probably have to have a bud in that area. bud light. buyer. i don't care if the stock is going down i want you to own it robert in new york robert >> caller: jimmy, a big boo-yah from buffalo, new york

home of the bills. >> home of the b-bounce. what's going on? >> caller: i'm a pilot, travel around the world recently down to south america meli, the next amazon.com. what say you >> saying it a long time didn't like that down grade at goldman sachs. concerned me like to see the stock off a little more. no hurry to pull the trigger andrew in georgia. andrew >> caller: hey, cramer first time caller. big fort benning boo-yah. >> definitely. what's up? >> caller: thinking about nxpi. >> this is a company bought by qualcomm very large investors mostly elliot that wants qualcomm to pay more i don't know if they're able we have chosen not to go there we want to see a higher budgeup by qualcomm to satisfy elliott john in virginia john

>> caller: cramer, boo-yah from the jersey shore. ran the spring lake five boo-yah, baby. jersey strong. >> man i know that race because i'm in ocean grove. how can i help >> caller: here's the question basic theory 101 buy low, sell high thoughts on hfr. frontier >> inexpensive stock but for a trade. only because of that, the differential between domestic crude and foreign, but i sure liked everything you had to say about spring lake. our whole group did. and that, ladies and gentlemen, is -- "the lightning round." >> announcer: the "lightning round" is sponsored by td ameritrade 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?

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has the global economy continued to get bet jer whenever i see the industrialing moving up like for days i think to myself, forget president trump, forget u.s. inif a structure. going to see good growth overseas and the bars trying to get ahead of the excellent quarterly numbers the companies will likely report less than a month from now no doubt aided by a waeaker dollar take 3m. stock quietly rallied 13 points since it last reported including remarkable right through $200. not an idle move 3m stock attracts business closely. this quarter a good one i bet.

the end markets all getting stronger remember, only 40% of 3ms business is in the united states meaning it's industrial electronics and graphics division won't be kept down by sluggish growth here more important, when look at the broad portfolio and the many countries they're sold in, organic and currency aided growth as the u.s. dollar is not that strong. imagine seeing a combination of 3m reports better than expected earnings raises forecast coupled with a continued buyback pretty much what you should expect when you see 3m report. and the market won't care that the currency is, is a tailwind counted at real earnings here's the thing 3m is no anomaly mike get the same earnings from honeywell and united technologies both with broad product portfolio and more than 40% exposure the theme that got industrials going since last week. where else do we look for weak dollar relief? the smokestackers, stocks from

other cohorts rally too. for example, endless rally of johnson & juohnson the head wind will be a tail wend, same for gm. new businesses trying hard to out run the old ones ibm salvaged by warren buffett. could be too late. could be non-industrial to leave you with, the stock of procter & gamble hear me out on this. i don't proctor doesn't is the saystivety some of you might want however, it also hasn't moved that much. off four points from its high yielding more than 3% in a certain yield hungry environment. look how low rates are i went for proctor, two reasons. no company spends as much time

as these guys campaign issing why it's hit hard by currencies all over the globe and some they can't -- i believe nelson pelsen is trying -- agitated, militated against immelt, didn't make the numbers, will turn their attention to procter & gamble. like with ge expect detailing how proctor could kaat cut costs and expect the company stock will jump when the process begins as was exact lay the case with ge, moving from the mid-20s to 30 when peltz got onboard. time to get involved yourself with a great american company that gives you so many ways to win. especially with peltz in there fighting for you p & g, speck wi stick with cramr

mark somewhere promise to find it for you right

here on "mad money." i'm jim cramer and i will see you tomorrow >> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ who believe they've created a better version of something all babies need. ♪ hi, sharks. my name is susie taylor, and this is my husband. hi, sharks. my name is steve taylor. our company is bibbitec, and we're here today seeking $40,000 for a 14% stake in our company.