>> great to have you back, mel stadium clap i'm clapping inside right now. you know what, eli liwill lily, positive today >> see you back rehe again tomorrow a 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 educate and teach you so call me at 1-800-743-cnbc or tweet me @jimcramer. days like today. days like today where the dow

gained 123 points, an all-time high, the s&p climbs and the nasdaq climbs 1.10% remind us why we stay in stocks for the long time. every day we're bombarded by negativity on a daily basis. this market has no real champions, despite its record shattering performance i know it's hard to stick wit. too many people come on to try to scare you just when you think the stocks have to go down for the count because of the alleged transgressions say of the sons of the father or at least donald trump's son, or janet yellen may say the wrong thin or because north korean missiles are pointed towards the aleutians, we get a day like today, where hopefully you can remember that sometimes things can work out for the bulls.

what triggers this rally there are a variety of factors we had yellin telling you a good story of growth. we had a big dip in interest rates which reminds us there are higher yielding stocks that aren't worth throwing away we had rumors that the president's chief economic adviser gary cohen might be named the new fed chief. some people say whoa, that job belongs to an economist. i say he's essentially a non-classically trained economist who has offered the best, most thoughtful insights about wages and why they haven't gone up that i've heard. and who could be a better fed chair right now than a trader by back ground who knows how to trade and place the several trillion dollars in bond that the federal reserve owns and needs to unload? maybe cohen, who is so shrewd,

and we know this from his time at goldman sachs, would recognize that the fed should sell its bonds first before a slew of rate hikes these are strange times. the economists who run the fed in the past made some huge mistakes that never would have happened with someone under wall street i understand why some are uncomfortable that he used to be the number two at goldman sachs. they did some things wrong during the great recession, we know that. but i would rather that him running things than some ph.d. who doesn't know how the markets work and has never bought or sold more than a savings bond so what happens when it all comes together well, we get a broad rally encompassing many different groups many in contrasting groups the kind of move that reminds

you why you just don't sell everything if you don't like the market, you're getting a better chance to sell. let's talk about the ten positives that occurred today and let us soar higher i think this illustrates how rallies work, how they can happen and it's not just based on sentiment, but based on fundamentals first, there's fang, which has become a bit of an outcast as of late all the newspapers are fang, fang, how bad fang is. in the last 24 hours, we heard that facebook is now going to charge for messenger amazon prime day, and netflix catching a lot of love, we're seeing great international love. and they changed that g to a

a billion dollar tax writeup in europe does they always lose in europe? next the clickcyclicals moved up higher and there's no better sign of worldwide growth than caterpillar hitting those high levels and third, a sustained move all day by the drug stocks when the fed chief says we have slow growth and no inflation to speak of, the playbook say reach for ely lily, johnson and johnson or allergen. fourth, the airlines got some fabulous revenue airlines. good news for united and southwest. it means the transports can break out, confirming any strength in the dow, confirming the rally makes sense and is rational fifth, oil didn't get clobbered.

i keep harping on the idea that this group punches above its weight meaning when oil goes down, the stock has a chance to hurt the overall market at $42 a barrel, traders are way too negative about the group sell in the 50s and buy in the low 40s. don't forget to sell when you get to 50. six, even if the bank stocks stall, yellin indicated a measured pace to rate mikes. we had a big movement in the payment processors led by paypal, which is finally getting its due. remember when visa, mastercard, google were supposed to be destroyed by paypal? paypal has now partnered with

switzerland. way to go, ceo dan shulman it doesn't hurt that the bank stocks fell off a little last friday when you really come into earnings, no matter what number tends to get hit maybe this takes the sting out seventh, the cloud and artificial stocks all rallied, making the tech move pretty darn braced this is nice leadership. doesn't hurt, of course, to have nvidia rocking the house either. what a horse nvidia is or actually i renamed my -- nvidia invites any short sellers. auto desk, red hat, sales force, oracle and workday as go-to

performers we should go to the pound and name all the dogs those. eight, a big drag on retailers are starting to mount a comeback i like the fact that home depot is ramping same with walmart, which i think didn't deserve to sell down that hard nine, europe is up again we forget how important europe is 777 million people on that continent and it's finally getting back on track. big rallies here in america are often mounted on turns over there. i think it will be a bright spot in the second half of the year the market was able to shrug off a lot of negative stories. apple, including the new iphone will be late there's so many companies connected to the iphone, but they were able to rally nicely

with broadcom, a huge apple su prior jumping more than five points now, for a moment, i want to go back to the concept i talked about at the top if you don't like the market, you're being given an incredible gift if you want to get out, this is your chance to sell into strength i hate the doom sayers who right or come on air saying sell, sell, sell, after the market has cratered thanks for nothing now is your opportunity at the high if you want to bolt here's the bottom line keep days like today in your head remember these are a reminder, a reminder that patience can and does get rewarded. occasionally the market elects to do what's rational, not what's stupid. isn't it a delight to watch it unfold let's go to greg in illinois

greg >> caller: boo-yah, jim. my question is following up on your comments on yesterday's show about retail and the way to survive is to merge. i was wondering what are your thoughts about the agreement between walgreen's and riteaid and picking up 2100 scoreckinto that smart >> merger is not really happening, which is why walgreen's stock doesn't do well thank heavens i said go. but you know what, merger would have been great for everybody. may i speak to neil in new jersey, please >> caller: hi, mr. cramer, thanks for taking my call. a quick question, i have a lot of money in my 401(k) with spectra energy

they were just bought out and i wondered how you felt? >> i like them very much 4% yield but every time you put your head into it, it just gets guillotined. so you have to be patient. they're a good growth company. let's go to lou ellen in pennsylvania >> caller: hey, jim, ready to make some mad money. i'm very interested in shoppify. >> i like the fundamentals it's up 120% it's a very good company i like the e-commerce platform it's an alternative, an alternative to amazon, so to speak. amazon is going higher what can i say today was a reminder why we stay in the game when we don't listen to people who say sell sell sell

or people who say this is the end. i want people to stay in, because the market can be rational on "mad money" tonight, when amazon announced about whole foods, there are other transformative deals people aren't focused on. i'll reveal them ahead and then i'm eyeing an aerospace company to see if it can continue to cruise to new highs. don't miss my take and i'm sitting down with the ceo of herman miller so stick with cramer >> don't miss a second of "mad money. follow @jimcramer at twitter have a question? tweet cramer at #madtweets send an e-mail at madmoney@cnbc.com or give us a call at 1-800-743-cnbc

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♪ forget the fact that mergerened acquisition activity seems to be tapering off something we talked about last night. what's even more worrisome is that when we do get a deal, unless it's something huge like amazon buying whole foods, the market kind of yawns ignores it consider a really important deal i want to talk about

consider the recent announced purchase of world pay. we know the payment processors have been on fire. and they're very much part of that bull market the company that helps process billions of transactions every year, with a strong presence in the united kingdom yet this deal which we learned about last week has been flying under the radar screen that seems crazy to me, even as i recognize there's been a lot of distracting news out of washington still, vantiv deserves more attention and that's what we're going to give it the company is listed as a merchant acquirer, meaning it signs up retailers to credit card networks. in other words, they enable merchants to accept electronic payments the key thing is they own the client relationships with

retailers, and they set pricing. at the same time, the company provides all sorts of services to the financial institutions that issue credit cards and they run their own payment network. they're a major player in this business last year, it was a top acquirer in the u.s. by purchase transactions so how does the business work? people don't know this you've used your credit card a million times. let me walk you through the payment processing food chain so you understand where these guys fit into it, and maybe you'll want to buy some stock first, you walk into a store and pay for something with your credit card? that sets off a huge chain reaction that you don't know about. the retailer sends the information to the merchant acquirer, like vantiv. that's what happens right after they swipe your card then they give the information to the card network provider which makes it to the issuing bank, which validates the

transaction and pays the money then the network takes a small cut of every transaction and they pay themselves and the merchant acquirer. finally, the credit card network pays the retailer that kicked off this whole chain of events that's what happens every time you swipe your card with that chip insertion thing and you need to understand it's a lot more complex than it might seem at first glance most of the fees that get collected go to vantiv or other merchant acquirers they get as much as 2% to 3% of the transaction amount the credit card network gets 15 to 18 basis points a lot of the value and payment processing comes with having relationships with the retailers. that's why it shouldn't be too surprising that they want to take over world pay for $10 million.

vantiv is domestic, but world play is international. it processes mobile online and in store payments across 146 countries a and in the uk, world pay is behind 41% of all credit card transactions. after receiving offers from vantiv and jpmorgan, they accepted vantiv's bid which came in at a 19% premium. i get that they're the least visible part of this whole payments process and business. but their names aren't even on your credit card but this is a very important transaction. while vantiv stock fell 2.4% on the news, it's been bouncing back since and today climbed above its predeal level. that's a good sign that maybe you want to buy. the markets had time to think about the deal and people understand that it's going to be very good good for their business why? for starters, they're about to go from a domestic payments play

to worldwide titan overnight in one acquisition. they're going to get a huge international foot print, especially in europe, and this is a very good time to start getting access to the european market their economies are humming and they put the financial crisis behind them. the eu passed a new payment services directive designed to open up the payment system, trying to give the banks less leverage relative to other players in the payment food chain, which is very good good news for vantiv. it's not just about international exposure world pay is about 34% online. vantiv is 10% to 15% so this takes them into the 21st venturery. vantive has tons of big retailers. then world pay actually has a

lagging u.s. business that has been underperforming because it was late to embrace the emv chip readers that are popping up all over the place vantiv should be able to get more mileage out of world pay's neglected business this industry has had a lot of trouble lately most big box stores can't compete with amazon. as the weakness here has been holding back vantiv's numbers, world play has less exposure that's why i like the stock here but i have a broader take away from this merger the truth is the world pay deal is the latest move in a wave of consolidation that has been sweep thing payments industry that nobody talks about. mastercard purchased a company for $920 million in april.

jpmorgan has been on a takeover binge. that's on top of two multibillion dollar deals back in 2015. and vantiv purchased a software payment company earlier this year and i think that's more consolidation to come. look for a deal, the red hots player, it's more than doubled since we got behind it but the stock has more room to run. i wouldn't blame ceo jack dor y dorsey yes, i'm recommending twitter on the fundamental and a takeover basis. with so much attention devoted to what's happening in congress or this bombshell story, we're barry noticing dynamite m&a

activity this is the biggest deal in the payment space since the great recession, and i think it's terrific, particularly with the stock trading at 17 times earning. buy some vantiv. much more "mad money" ahead, including my take on one set of stocks air space has been on the run. is it your chance to hop on board? and then herman miller has been sitting pretty after last week's earnings, but can the company's rise continue? i have the exclusive with the ceo. and the call that was just made on netflix that is down right insane don't miss this. stick with cramer.

on a traffic day for the averages, it's worth remembering that this rally is based on very strong, very sustained bull markets in individual sectors.

take aerospace it's been roaring for some time now. remember when everyone was writing off the stock of boeing in december? after then president-elect trump came after them in a tweet about the cost of the new air force one? well, boeing's stock has run up more than 35% since then and it's rallied nearly 60% over the past 12 months 60% for a big cap stock like this it's been a fabulous leader for the aerospace group. now it's enkoirnlting whcounter quality problem. a lot of people are looking to take some profits. look, it's way too early to walk away from boeing although you can't blame anyone for selling some, because no one ever lost ringing the register but i feel hike you should at least swap into a different aerospace play, which brings me to another one, rockwell

collins, col for you home gainers. here's a company that makes aerospace components from flight deck avionics, communications and training equipment while the stock has had a nice run, up 27% over the past year, it trades at a big dispoint to boeing and the overall market trades at a discount to the average stock. this could be the one for you. so what's the deal if you take a look at the stock's two-year chart, notice that this one didn't find its footing until last fall, spending most to have 2016 trading sideways or going lower. in 2015 and 2016, the company's revenue growth evaporated. rockwell collins saw growth decelerate from 11% in 2014 to 0.3% in 2016 they make their money selling aerospace parts to government

and aircraft manufacturers the commercial division is down 2%, thanks to weakness in business aviation production however, when its growth is slowing, they weren't afraid to take bold action and cut costs, allowing the company grow at 6% last year. still while the company was doing good things, rockwell collins the stock didn't get much credit, or these for the bulk of 2016 as far as most investors are concerned, they needed to do something big to reignite the company, something palpable. that's what they did in late october, rockwell collins announced it was buying b.e. aerospace for $6.4 billion, plus the assumption of debt. b.e. aerospace is the world's leading manufacturer of aircraft parts, from seating to oxygen. yeah, the seating.

this deal cagave them a much broader product portfolio. this company was focused on making the brains of airplanes before this purchase but b.e. gave them more of the guts of the plane. always wash your hands after flying more importantly, buying b.e. aerospace fixed their growth problem in one fell swoop. as the ceo put it, this transformational acquisition is consistent with our democraty to accelerate growth and build value through cockpit and cabin solutions. we see tremendous opportunity to better serve our commercial aviation, and military customers through broader offerings. b.e. aerospace has a leading position in all the segments it serves continuing, beyond new aircraft delivery, its $12 billion base

provides a strong market of opportunities. i've got to tell you, i love that business model. yet the market's initial reaction was pretty negative, stock selling off 6% the same day. i said it was kicking around for a while. the company had just reported a disappointing quarter at the same time. still, the negativity quickly abated, and then since they've been flying as investors realize, that having more content per plane in a darn good idea plus, the election sure didn't hurt, as the trump white house is seen as a huge boone for the defense industry and so much of defense spending relates to aviation. that's why the stock fell $83 on election night to $91 on december 1 in part, because the company has

kept improving the results were a game changer in april and these numbers were from before the b/e aerospace deal had closed and the company authorized an additional $200 million buyback. that's an important sign of confidence and i think this story is only just getting started it's been nearly three months since they closed on their purchase of b/e aerospace. they have an amazing patent portfolio that makes it hard for competitors to come in and take market share best of all, though, the stock remains absurdly cheap versus its sector rockwell collins trades at 15 times next year's earnings estimates, that's amazing.

look, i'm hardly the first person to recommend the stock. although i've been liking it for a while. still, we're not early morgan stanley downgraded boeing back in march, giving it a $121 price target but i would rather be the second guy on the table with a great idea than the first guy pounding the table with a bad idea. and given all the positives from the deal, rockwell collins is too sexy to ignore so if you like the aerospace bull market but not how much boeing stock has run, then ring the register and swab swap some boeing into rockwell collins i think bowing is a great stock, but rockwell collins has transformed itself, still has the cheapest stock in the group. i say what's not to like let's go to owen in new york owen

>> caller: hello >> you've got cramer on. >> caller: hi, my name is sharon, and i'm here with owen he's under 18. he has a question. do you think that textron has a lot of potential if >> it is a lower risk stock. i prefer general dynamics in that sector and that is a better buy, and i would say raytheon is a better buy fred in nevada, fred >> caller: hey, jim, big boo-yah. >> same. >> caller: my question is on flex, flex tronnics. should i increase my shares or stand pat? >> either way is fine with me. flex, something we recommend around $12.13, has done a

remarkable job it's been a great stock and it's still really cheap and that relationship with nike is really good christoph in new york, christoph? >> caller: hello, jim, how are you doing? >> well, how about you >> caller: fine, thank you my question to you is that i've been following i-robots for over a year and invested about six months ago and smiling ever since. just recently, they downgraded the company, and i was wondering what your thoughts on that >> we like it. we like it we like the diversity. we like the defense part of it but we were going to feature it and it just took off it is up 45% for the year. so it could conceivably have a pullback there's a bull market in aerospace and we're not featuring it enough on "mad money. rockwell collins is now the cheapest stock in the group. much more "mad money" ahead. herman miller has built a business on getting people to sit down but is it time to stand up for

the stock? i'm going to talk to the ceo then an analyst admitted he's wrong about netflix. but i've seen stranger things. i'll tell you why valuing the company can throw you for a loop and all your calls in tonight's edition of the lightning round so stick with cramer

♪ when a company reports terrific earnings and the stock surges higher, i think it deserves more attention. just look at herman filler, they reported an amazing quarter, one that sent the stock up more than 8% in a single session you probably know herman miller the maker of the holy grail of seating for anyone who works in a cubicle.

i have one, i love it. and they have a lot of other products here's a company that you think would be doing very well right now thanks to the boom in small business confidence. but thestock is down slightly for the year so we have to ask, could its recent rally be the beginning of a larger, longer term move let's take a look with the ceo of herman miller and find out how the company is doing welcome to "mad money. >> thanks, jim >> now, brian, when i go through your relate prigpresentation, d innovation herman miller has never stopped innovating, but you have some stuff that is very 22nd century. >> innovation is what we do. we launched here last year, the remastered chair, that was a great step but recently at our trade show, we launched two things one, we entered the iont field

it only makes a desk pair with you and know you, but it pairs the chair. imagine you're standing in t ii desk automatically rises with you. it starts to know you, grow with you and will provide benefits to the owner of the company about what's being used, what is the activity level of their people are the right people sitting with each other? so it will begin to be a data play, as well. and then the other thing we launched is a new chair called taper, which brought together the innovation and the engine of herman miller, if you will, with our texttile company and the craft of our geiger brand. so it's going to be a phenomenal executive chair. so our goal is to constantly moving the bar forward, to make it harder for our competitors and better for the users >> i want to talk health this is the first chair -- i have back problems a lot of people my age do. this is the only chair that h p

helps my health. if i were a big company trying to save on health care cost, i would contract with you to buy thousands of chairs. >> that's one of the things we've always focused the most on, how do we make the user more comfortable and have more stamina and to make sure we're paying attention to the things that are going to make their lives better while we make beautiful things, things that last forever, the real heart is how do we make things that make your life better, make you live better, do your job better. >> and standing desk >> standing desks are all the rage we're selling lots of them even if you go back to the original cubicle, there was an idea that everybody should have a standup height and sitdown work surface so it's about changing posture >> it's 20 minutes on, 20 minutes off. >> we have a tendency to do good

bad, black white but it's in between. >> i want to talk about the consumer i've often felt it wasn't within reach of most people it looks like you've got this thing right. >> for sure the revenue side is going. the team did a great job this year we launched over 100 new constumer products, eight new studios we opened, and our catalog program has taken off. that's partially by some work we did with a consulting firm a much better job of targeting and we made a significant investment with the sales force. those four things really got -- >> the sales force guys love you. now, consumer confidence where is it? because you're a great gauge because if you're feeling good or your company is feeling good, you get a good chair >> we see the consumer being quite strong now, a lot of somewhat's happening to us, there's this

overall trend towards reurbanization >> reurbanization? >> it started in cities like new york have had it, but now you're seeing it in nashville, charlotte, detroit people wanting to live back downtown that's our customer. people who love design, who want to be inner city dwellers. that movement is knowledge workers and people that are filling that part of the funnel. those are the folks that are important to us. >> if your website, a classic loft office is a herman miller target >> no doubt about it >> at the same time, i imagine a wells fargo, they have to buy a lot of chairs. the government has to buy a lot. >> our largest customers are institutions like the government and fortune 1,000 companies. we haven't been as good on the small business side. yes, we want to talk to people in their homes, but the capabilities that came with dwi

around e-commerce we thought would be a parlay into the small business longer term >> your design is so classic, so sleek, to great looking. swunl sa someone said to me, oh, they're danish they couldn't imagine it was a american company give me a little history, because you're the furthest thing from danish. >> the company was founded by d.j. dupree. his father-in-law was herman miller his original name was herman mulder, but he changed it. the company was founded in zeland, michigan >> made in america >> the interesting thick thing that d.j. did is hitting on this idea of turning the company over to these great design minds. right here in new york city, george nelson.

our offices in new york are in george's old studio building so that connection of believing that innovation came from really looking outside of yourself to solve problems has been at the heart of the company since he founded it >> and you're shooting for organic revenue growth of 5% and a premium north american contract of 2.8% that would be remarkable this stock would be flying if you can do it. >> 5% is a big goal, but we have a lot of growth potential in dwr. we see the little engine still going there, as well as we continue to build out the e-commerce side. we think the officele turn chfu is going to be that 2% to 3% growth rate. we see a little bit of rebound there, as well as we've been building out our international foot print we've been adept at getting market by market manufacturing in europe, china, india. >> i saw the posh factory.

>> for was an ak thrcronacronym. they used p.o.s.h. to make it easier to remember but now we have herman miller and p.o.s.h. operating in china. >> everyone has to say what's the relationship with amazon these days in >> we're doing business on amazon it's been good what we're really excited about with amazon is a lot of search starts on amazon so you have to be on amazon, we believe, if you're going to capture all the potential of the consumers and the small businesses out there >> has anyone ever complained? most people when they sit in it is just a different experience anyone ever say i want my old chair back >> if anyone complains, it's not adjusted properly. i was walking into a place that rents rv a lady said e she didn't like h

shar chair. >> that's the president and ceo of herman miller i have one of these. i think the stock is going higher "mad money" is back after the break.

lightning round is sponsored by - it's time for the lightning round. [ indiscernible buy buy buy, sell sell sell. and then the long round is over. are you ready, skedaddy. let's start with jason in connecticut.

>> caller: boo-yah, jim. >> boo-yah, jason. >> caller: it's an honor, thank you so much for having me. >> thank you >> caller: ak steel. >> no, no. we like new core because it does well in good and bad times i need to go to monica in california monica >> caller: hi, jim, how are you? >> i'm good. how about you? >> caller: good. i'm a loyal fan for many years i love your show and i love your boo-yahs i bought from st microelectronics for my retirement account a few months ago. because i believe in automation, machine learning i was just wondering what do you think? >> i think you picked a good one. but you have to step up to nvidia, because they're the king of both. raul in arizona. >> caller: jim, i love your show, man. thank you for doing what you do.

i have quite a pleasant and quick experience with my mobile order from star duck bucks this morning. >> starbucks went up to 64 with talk they were going to have a better mobile pay experience, taking comp store sales up 4%. but word is they're going to be down 3%, 4%. i say just ride it through they will solve the mobile pay mosh pit problem let's go to bob in massachusetts. bob? >> caller: i have to apologize, but aside from that, months ago you recommended -- buy, sell,o hold >> i have not recommended express scripps in, many, years. i do not need controversy.

i think they're kind of on let's say in the bounalance let's go to chuck in washington. chuck? >> caller: hey, jim, how are you? >> good, how about you >> caller: doing well. i would hike your opinion on a recent ipo, athenix pharmaceuticals? >> i don't know, i mean, i am not -- as long as it's a spec, i'm okay with it not otherwise. and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by - 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. your bbut as you get older,ing. it naturally begins to change, causing a lack of sharpness, or even trouble with recall. thankfully, the breakthrough in prevagen helps your brain and actually improves memory. the secret is an ingredient originally discovered... in jellyfish. in clinical trials, prevagen has been shown to improve short-term memory. prevagen. the name to remember.

it's incredibly painful for an analyst to fess up and say, and i quote, we've been consistently wrong about this stock. but that's how michael pactor starts his research piece where he reiterated his sell call on netflix today. however, he then goes on to say he's been consistent in valuing the company upon its discounted present value, which is a way of measuring the future cash flow you know what? i am thrilled that this guy is just out there honest as the day is long, willing to admit he's been consistently wrong since he slapped a sell on netflix three

years ago when he was trading at $63.49 it's now chose to $160 but i'm displayed he's sticking by his methodology, the same that caused him and his acolytes to miss almost 100 points in a stock that, to me, is as obvious as the letter. he proudly writes, and i quote, we have consistently valued stocks under our coverage base upon the discounted present value of their future cash flows. goodie that bit of ideology reminds me of that quote about the definition of insanity doing the same thing over and over again expecting different results. yeah, that's the one it's been obvious for ages that netflix the stock doesn't fit into the four walls of the discounted present value paradigm any more than a roy liechtenstein painting fitting

into impressionism that used to be so highly valued. the artistic value would scoff that liechtenstein sold for a $160 million the prism you're just using is wrong and you have to scramble you have to adapt. you've got to find a new one i don't mean to pick on pactor, although i think that would make a great name for a sitcom. you just have to scrap the metric it is you want to understand the stock as you know, if you read ubs' preview report today, netflix trades on content tracking and subscriber growth. you would have to estimate how content drives subs worldwide, and for that, ubs is helped by its evidence, which while sounding like ncis ubs, loosely based on successes like 13

reasons why, house of cards and orange is the new black. when i interviewed the ceo of netflix, he explained one of the great streets behind the love for netflix has to do with how few sereries are ever canceled there have been some high profile cancellations of late, which calls into question the company's content budget, so it can't afford a lot of failures spotty execution for expensive originals he points out might put the future at risk as the company burns a lot of cash. i say given the original content they put on, the failures are inevitable that's the law of large content. but the record is darn good, much better than everyone else, and that matters i always remember hastings telling me they produce films by matching with what worked with what can work.

artificial intelligence meets programming decisions. at any given time, there are stocks that can't be valued by traditional metrics because you'll miss the big picture, like this guy did with netflix netflix with amazon and tesla. amazon's made it difficult to judge what it's worth because of how much investors will pay for worldwide domination in retail and web services tesla, if you look at it as a tech company, maybe the valuation could be justified sometimes that's all that matters. stick with cramer.

less night's charters for red hat, workday and sales worse, they're ripping. i think he's very, very right. i like to say there's always a bull market somewhere, and i promise to find it for you right here on "mad money." i'm jim cramer, and i will see you tomorrow e entrepreneurs seen investment will face theses seen sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ my name is jackie courtney, and i live in brooklyn, new york. when i got married a year ago, i had a hard time finding a dress that i loved and that i could afford. i, like most brides, want that dream dress that i've seen in magazines. those dresses, however, cost upwards of $10,000, which is a price, in today's economy, that most girls can't afford. my business, nearly newlywed,