>> karen >> i would actually be a seller of disney. >> seller of -- i think apple sets up for long holders to sell calls against it take a little premium. >> i really do >> i'm melissa lee thanks for watching. seyoba he moowt e u ckertorr amo anywhere "mad money" 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, not just to entertain, but to educate so call me at 1-800-743-cnbc, tweet me @jimcramer. if there's one thing i have learned, i learned when i got into this business, when the dow jones average was at about 1,000, it's that we should hate

days like today, when we breach a millennial mark. wherever this happens, we seem to be jinxed with sellers coming out of the woodwork, just as they did today, when the averages sold off hard before bouncing back a bit. dow ultimately closing up 52 points s&p advancing 0.5% and the nasdaq declining it was less than 1/100th of a percent, but the red hot stock of the miraculous apple resides there. maybe it was the dow 2,000 hats broken out on the floor of the n stock exchange today, maybe it's the faux hoopla. maybe it's the president's admonishment that the mainstream media according to our niche media doesn't pay enough attention to these milestones. whatever the reason, i found this celebration particularly disturbing, because the last thousand dow points were really the work of a handful of stocks. actually, just four of them. boeing, united health, mcdonald's and apple the s&p 500 and nasdaq are solid

indices. the dow, not so much if the dow gets all the attention, nobody breaks out hats when the s&p takes on an important level. and people only got worked up a about the nasdaq hitting new all-time highs, because the bears came out to say, we were going to repeat the same kind of collapse we saw at the end of the dotcom era new of these people will ever admit that they were wrong but on a down like today, they surface and make lots of stentorian noises. you can only imagine how horrendous the chatter would have been had apple finished down today boy, did they ever want that to happen and you know what, that's a pretty good place to start about what today really meant. first, many of you may not be aware of the concept of the sell program. someone asked me about that on twitter today. but that's what happened today a large fund came in as a gang buster seller -- >> sell, sell, sell, sell. >> of all things nasdaq, almost on cue with the rally in apple and the breaching of the dow

22,000 mark. that's also not unusual. i've seen it happen at countless breach benchmarks. statement, a lot of that money went right into non-tech stocks, also the industrials, but also what i call the boring s&p 500 names. plain vanilla stocks mcdonald's 3m, that's not an unusual pattern either but it was wildly accentuated by the collapse of so many stocks related to apple's amazing performance. think the component suppliers, like sky works solutions, corvo and sirius logic, which should have been up huge, but had muted reactions at one point were down and down hard. some of what i bring to the table here is that i know these sell programs, i know how they work, i've been at this so long, i can spot this stuff with my eyes closed. no, i'm not a human algorithm, although i'm sometimes mistaken for one, but i've always been able to recognize this kind of unnatural across-the-board selling for what it is, a serious repositioning by a large fed fund, all at once, that

wants out of tech, into plain vanilla. i've got a nose for this i totally get why a firm would want to come here. fund managers don't want to give back profits but today's reversal, like last thursday's intraday decline, inspires lots of people to recall what happened at the moment of truth. back at that legendary top in march of 2000, when we got the exact same scenario we had today. large capitalization fell apart. the same time the money went into plain vanilla names i've mentioned this, because as i've said repeatedly, 2017 is nothing like 2000. the tech stocks that are doing fabulously here belong to companies like apple, that have huge cash hoards and are insanely profitable in many cases, their stocks are downright cheap. okay, i plead guilty amazon is not a cheap stock, nor is netflix, or tesla, which reported a smaller than expected loss and cash burn and saw its stocks soar in after-hours trading. but alphabet and facebook are very cheap when you go out more than one year, and now that

we're in august of 2017, that's a reasonable thing to do pay close attention, and you'll hear lots of firms now chattering on 2018 numbers, because when you're less than six months away from a new year, that's what happens. many of the semi-conductor and software companies we talk about here are cheap, except perhaps the cloud's companies, but the cloud companies have been another story the whole time yesterday win told you that if you couldn't handle the heat of this market, and it is hot, then you should get out of the kitchen. i said that because of days like today, where there are so often sell programs that knock stocks down, and remember, that's just shorthand for big firms selling a lot of stocks all at once. i wanted you to raise cash, because if you don't raise cash, psychologically, you're libel to full prey to those who grab the mic mike and talk about the year 2000 they're everywhere they're lurking. because they're probably underperforming the border averages and they actually need the stock market down. so you've got this deadly combination of stocks coming

down and commentators reverse cheerleading for stocks, accentuated by the dow 22,000 nonsense that says they can say, hey, you know what, this is topee action yes, all this seems to occur around these round numbers and it's a real mind game that gets played out to your disadvantage, unless you've got some cash to do some buying. okay, now step away from these near-term shenanigans and focus on the real matter at hand, which is always the fundamentals guess what fundamentals are okay. the world's largest company reported a fantastic set of numbers, which given that an iphone costs north of $600 bucks is a terrific tell of the global economy, even up here apple's still cheap. on top of that, the new economy, the stay-at-home, having an amazing experience is trumping a lot of what's out there, more on that later third, the economy at this very moment is all over the map housing's strong, but not enough

homes for sale auto's weak. too many cars for sale truck building is incredibly robust retail, except for apple and amazon, weak, office construction, strong aerospace, out of its mind fantastic. manufacturing, terrific. health care spending, outrageously positive, although that's on the back of the federal government tech spending, magnificent oil and gas spending, horrendous fast food, booming nicer dining out like cheesecake factory, terrible. all these add up to a mixed deposited picture, oddly mirrored by the stocks in the dow that have taken us from 21,000 to 22,000, namely boeing, responsible for 387 dow points mcdonald's, 175 points united health, 170 and apple, 135 how worried should we be about this narrow kind of action well, look, we always have to be skeptical. we want a broad-based rally led by the banks and transports, not a narrow rally led by those four stocks it can't always be about

f.a.n.g. and that didn't happen today the good news about today, though, the transports they'd been horrendous, the worst performers, an amazing negative indicator for the economy. they were actually up and up smaer smarterly today, while that outperformance is heartening, because the transports let us down to begin with finally, one more word about apple, and how can i not have one more word about apple? with its cash coffers brimming, $261 billion, and its gigantic installed base, we might be at a moment, right now, i never thought i would see this, where this company has become its own category of the economy. it's driving e ing sing so muchh united states and global action that it's no longer just anecdotally important -- you know if apple sales had been weaker, i have no doubt that today could have been a really tough day, except we would never have hit dow 22,000 without this key component. so sure there's a round number curse. has been for 21 of these cross thresholds that i've seen in my

lifetime what matters, though, is that there are plenty of companies out there that saw their stocks get laid low by the sell programs and when they get taken down like that, you're always going to hear the sirens of panic telling you to sell everything get out now. in reality, it's more likely to be the sound of opportunity knocking you just have to have some cash ready to buy the dip in a responsible way. let's go to naseer in pennsylvania naseer >> hi, jim thank you for taking my call >> of course >> i want to thank you and your wonderful staff. >> my staff is unbelievable. not my -- it's our staff that my staff, is like, my town. i don't want to go -- it's almost like mooch-like, you know go ahead >> caller: i'm calling you with ecommerce. i had a few comments i wanted your opinion on its recent quarter do you see this as a long-term investment or more of a speculative stock and is this a

buy right here >> what stock is that? >> caller: shopify >> no sclp i w i was saying, we've got to do a piece on shopify they have it right looks like etsy may not. in minnesota, jonathan >> caller: hey, big b-b-b- boo-yah from minneapolis what's going on? wondering about sirius, the subscription service >> the car numbers weren't that good, auto nation wasn't that good take a long-term view. sirius is fine bob in maryland. bob? >> caller: hi, jim, my wife and i always enjoy your show, particularly the ones where you discuss investing philosophies very helpful >> thank you very much regena, my executive producer, often comments similarly what's up? >> caller: good. i'm asking you about national retail properties, they do at of gas and goes and freestanding

buildings. my wife and i own it, our grandchildren have it. they came through in 2008 and '9 in really good shape they never cut their dividend or anything and i'm wondering what you see as -- >> first of all, thank you for those kind comments, bob i've got to tell you, this is so hard i like federal realty, don wood, i like simon property, but i like steve tanger. and that company reported and the stock got clobbered, okay, maybe 4% isn't clobbered, but that's the kind of company that doesn't have a lot of beta so i'm going to say, i'm going to take a pass -- >> don't buy, don't buy. >> -- on your idea sure, we reached a millennial mark, but that's when the sellers always come out. you can listen to the panic, but use it as a spot opportunity mad tonight, groupon is flying higher tonight after earnings. have you missed your chance to score a deal i'm talking with the ceo find out if the company can continue its march higher.

and what a cruise company, an iphone can tell us about the overall earnings season. idex labs is dropping after earnings i'm getting to the bottom of the move with its ceo. so 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 [pony neighing] 1-800-743-cnbc miss something, head to madmoney.cnbc.com. 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?

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it's so fluffy! look at that fluffy unicorn! he's so fluffy i'm gonna die! your voice is awesome. the x1 voice remote. xfinity. the future of awesome. is groupon finally getting its groove back? the online market place that offers you tremendous deals on local products and services saw stocks surge higher today, rather than close to 10% after reporting a pretty robust quarter. for the past few years, groupon has been in purgatory. remember not that long ago after the company became public in 2011, investors realized that groupon's growth was slowing, people started fretting about its lack of profitability, that caused the stock to sink from the mid-20s down to the low single digits, where it has been stuck for ages

but this morning, groupon delivered a surprisingly strong quarter. the company earned 2 cents a share. wall street was only looking for break even the revenue came in a tad light. more importantly, the company's billings growth, that's a key metric, accelerated from ed to 7% last quarter. in response, the stock rallied 36 cents, but on a $4 basis, that's big does this mark the beginning of a serious comeback for groupon or should we be a little more skeptical? let's dig deeper with rich williams, the ceo of groupon, to learn more about the quarter and the company's prospects. welcome back to "mad money." >> thanks for having me, jim >> since you've cleaned up and got rid of a lot of extraneous companies, i feel you're kind of like visa. if you talk to visa, they say, we're riding a wave of cash to plastic. you can now clearly ride the wave of inconvenient trade vouchers and coupons, paper to

digital. isn't that what you're now surfing? >> that's a great way to think about it, jim. we're absolutely riding a wave, a couple of waves, actually. i think, absolutely, the paper way toll save is transitioning to digital it's not just digital, it's mobile that's been a big piece of our story for the last couple of years. the transition to mobile for our business has been profound and now we're close to two-thirds mobile in terms of transactions so that we have a couple of great, i think, tail winds and broader consumer trends that are helping us now that we're cleaned up, as you said, and we've spent some time in purgatory, doing the hard work to get the business foundational, you know, set in a much stronger place, now we get a chance to have some fun and build on top of it >> there are not a lot of companies that do better on mobile than do on desktop. there's facebook, there's groupon, and there's grub hub. you just partnered with them how do you think that's going to do >> you know, we're excited about it, especially, as a chicago

technology company, it's nice to kind of bring a couple technology companies in chicago together but what you have with grub hub is a leader in the food delivery space. and what you have with groupon is a leader in local commerce, period and one of the largest transaction engines online and so we're excited about the opportunity. we know that our customers appreciate food delivery we know that it has a home on our market place and so we're -- you know, we're excited to bring a class-leading solution and product and partnership to those customers, at a much bigger scale so we've got some work to do before we get that integrated and really deeply embedded in the groupon experience, but we're excited about the long-term potential that it brings >> okay. i mentioned the analogy to credit cards p i like american express, because i get my points and my wife spends them on things that i don't like to even think about but groupon plus, again, mimicking the great success of the good credit cards. >> yeah, we're -- you know, we love what the groupon plus

product enables, and that's more than anything, a seamless savings experience you know youb talk about the old paper voucher experience the time for that has come and gone and you know, the groupon plus product, using the credit card networks and partnering with the credit card networks, really allows to us put savings on people's payment mechanisms, which at its very core, keeps people from having to change their behavior and that's the most powerful thing about the product is that we have people, our customers, who use groupon plus, going into a merchant, going into a restaurant or spa or salon as they normally would, and they're able to save in a way that's completely frictionless, and that's all riding on the credit card rails, which i think is another powerful trend and an enablement that we have working for us a s we roll that product out over time. >> perhaps because it's a new product that got short shrift on the conference call, beauty now seems like something that could be the next level, maybe this quarter's good story >> well, it's -- i think it's a

product, again, we're very excited about. as i've said, you know, we really need to make groupon voucherless and leverage all that mobile capacity that we've built over the last couple of years. and there's something just that's not well-served in a lot of small businesses today. especially in health and beauty, is just appointments and scheduling you know, the restaurant business has had it for years. but, you know, in most beauty salons, it's still men apen ande or pencil and paper. so we're bringing that product to market with our own technology and marketing solutions and starting to unlock those businesses for that online, really seamless interaction, where our customer can just pick a service, book a time, and walk in and walk out and that's where the local experience should be and we're excited about beauty now and booking in general on our platform, as a way to help bring it there >> that really rang true for me. because i'm still dealing with people who are paper and you call, and i don't want that i really don't want that i don't get it for restaurants

now, those of us who like opera know the -- know la dan emobile. we're all humming it i see it because it's on your station lot. you have a very effective commercial, but you're spending more time trying to retrain and increase frequency, but is that commercial working because boy, it's nerve's heains heads. >> i'm glad you're liking it it is hard to get out of your head once it's there but a big medical in that spot and that tv commercial and the whole campaign is that you can use groupon every day to save money on the things that you do in your neighborhood and that's a very powerful message for not just a new customer who may not have experienced groupon in the past, i think it's a very powerful message for someone who may still think of groupon as that daily deal e-mail thing. just to remind them that we're here, that they can save with us every day on a massive variety of things that they do every day

with their families. and so that, it's resonating really well with both new customers and with our economisting customers and reebb gauging people who have been off the plaumtform for a little whie we're very excited about its potential and its performance, to date. and we'll continue to invest in it exactly for that reason >> the cash flow has turned out to be very bountiful the balance sheet is terrific. there's a convert, but really cheap money. i'm kind of torn, if i were you, between the idea of just continuing the buyback, which has been fantastic, really good. but also investing in the initiatives we mentioned, because they could spur even more growth, which is a better use of the capital >> well, you know, i think we're in a very fortunate position, as you mentioneded. we have a strong balance sheet we have the ability to do both we've been able to buy back a lot of stock you know, we've bought back well north of 150 million shares of groupon stock as part of our

broader buyback program, but we've been able to do that while investing in these new initiatives. and we have that situation where we can do both and we're going to continue to evaluate our options as we go forward and maintain flexibility the balance sheet just gives us all of that power and we're glad to have it >> rich, i'm glad you came upon i'm a believer in the stories. i said to david faber today, it's not too early to buy groupon. good to see you, rich. >> thank you >> it's a bit speculative, but the cash flow makes it so it's not one of these companies where you're like a binary company i think it's really attractive i think groupon's ready. "mad money" is back after the break.

a little thinking here big thing. at first glance, you may think royal caribbean, amc entertainment, general motors, apple have nothing to do with each other, except they all reported important numbers within 24 hours of each other. in fact, though, they have everything to do with each other. they're all about the revolution and how the consumer spends his time but the analysts and skeptics who abound everywhere just can't seem to get their darned heads around it. so once again, i'll try to explain the concept using these four examples, first, amc. in an absolutely stunning reversal of fortune, amc announced that it expects to report a net loss of at least $174 million, but many on wall

street expect them to break even the culprit, it's the u.s. movie biz itself, where the box office fell a stunning 4.4% that's a seismic shift people really don't care about going to the movies like they used to. amc stock cascaded almost 27% on the news second, gm sales fell 15% last month. that's astounding. again, seismic these are not ordinary numbers and they are not ordinary times. these represent sudden dramatic declines what explains it i'll tell you what does. it's the rise of the experiential economy people want documentable, recordable experiences unless they can go out and create memories they can share with their friends online, they mostly watch things at home and order delivery instead of driving to restaurants, hence the decline in demand for autos and movie tickets. you think i'm making it up go listen to royal caribbean's amazing conference call yesterday. ceo richard feint, a brilliant officer told us, and i quote, instead of buying tvs and cars,

they seem to be buying memories as never before, end quote this man gets it he continues, quote, since we're in an industry that specializes in providing great memories that trend place right into our sweet spot, end quote. and it's not a u.s. phenomenon, because fein tells us it's going on all over. it has no respect for borders. seems to be occurring all over the world. marvelous industry-wide demand, end quote. what are people doing with these memories after they go on a cruise 2 billion recording and watching them on facebook every month they're recording them on youtube, 1 billion hours of youtube watched per day. and how do people access facebook and youtube on their apple ipads, which showed a remarkable 15% uptick they'd been flat or down for a while. as well as the iphone 7 plus which seems to be -- make up an ever-increasing part of the mix. you need to download apps for all this entertainment, which is

a 22% increase in apple's service revenue, which stands at $7.2 billion how do we know this? because we heard it on the at&t call, specifically in reference of their time warner acquisition, management explained that people are watching time warner on their handheld again, wide-screen handhelds like the iphone 7 plus it's not just time warner. we know that more than 30 million americans are playing video games all the time a drop in the worldwide bucket stocks fly up more than ten points, 13%. on this beautiful conference call, is apple gave an interesting shout-out to ten cent, which is the chinese video game hub meaningful what else? people shop on amazon with their handheld in a way that's easy and shows them the products they want in perfect resolution they watch 1.2 billion hours per week of netflix.

they watch an undocumented amount of programs on amazon so let's put it all together the way people spend time has radically and tech tonically shifted towards self-created video, video games, and internet programming all watched on a device of apple size that's the commonality of f.a.n.g., my extended acronym for facebook, amazon, netflix, google, and alphabet make no mistake about it, we have to accentuate and elongate the "a" when we say f.a.n.g. it's a simple thesis you create memories to watch thesis to create videos best watched on the go, but not driving, at home, or going to the movies, no well, that's what we're doing. and of course, we're ordering food via uber and grub hub to make it more enjoyable this is all why the current run is nothing like 2000

in 2000, there was a current class. the waking hours for other internet programming, while surfing facebook for everyone else's programming, while you put your own memories on instagram. when the dot coms were on fire 17 years ago, i ought to know, this is what people thought the web would look like. they were just too early in the end, it's all the piece the thesis is misunderstood and will remain misunderstood, other than in cramerica, because it isn't being covered by analysts who are all siloed it's not documented by any entities i can find, in part because many older people just don't understand the way millennials do things. maybe, just maybe, they aren't old enough to have millennials as kids, as i do but as long as the shift continues, you can keep owning f.a.n.g., it's only getting more pronounced, as is the "a," as time goes on which means these stocks can all still go higher. julian in florida, julian! >> caller: boo-yah, jim cramer

>> i like it you came to play what's up? >> caller: i'm julian's mother we are big fans of your show and i'm here with julian, who has a great question for you and activision leaders >> hey, jim cramer, i'm so excited right now. i love your show and every time i watch your show, i try to apply the different strategies i learned in the episodes. and, well, i have a question, jim, with the growing popularity of e sports and upcoming popular games, do you think now, before earnings is a good time to invest in activision >> jeff marks, you know, my team from action alerts, we spent all day thinking whether we should pull the trigger first, because we had the name in the bull pen for the action alerts club, activision is screaming, they're reporting tomorrow i think you're going to be right. and a familial boo-yah, what can i say, rather than, right back at you, julian ted in arizona, please ted? >> caller: jim, boo-yah.

>> boo-yah >> caller: thanks for taking my call and for the great stock advice over the last 2 1/2 years or so. i'm calling about starbucks. last week dropped from 50 to 65 and i believe you recommended buying it back if it gets down to 60. you were also on an interview, i think, friday, from the floor, where you said, talked about the stock, you were uninspired at that time. so i'm just calling, it's my largest holding, so i'm very concernedabout it. what do you -- are you inspired now or -- war you shat are you g >> this is a very tough call, because i think i have been one of the company's biggest supporters since mr. schultz came back. i think that the -- i still get my cappuccino with skim every time i can i'm a regular customer as so many millions of others are. but they cannot continue to guide down and i fear they have to because that makes it so there's an overhang on the stock, and so

therefore starbucks, which has done nothing for two years, the stock is disconcerting to me it's disconcerting and i think about mcdonald's, they had 6.6% same-store sales growth east easterbrook, doing a good job, like that stock for a couple of years, right now it's less expensive -- mcdonald's is less expensive than starbucks this is disconcerting to me. mcdonald's should not be less expensive with faster growth the way people spend time has radically and tectonically shifted. much more money ahead. is it time to call off the dogs? i've got the ceo plus, did your tweet rise to the top of my heap i'm answering some of the finest questions from the twitterverse. and all your calls, rapidfire, tonight's edition of the "lightning round." so stick with cramer

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now that we've made it through the peak of earnings season, i like to go back over the results we've seen so far, in order to find companies that reported great quarters, but nevertheless saw their stocks get hurt take idex laboratories, the

leading purveyor of diagnostic systems for companion animals. regular viewers know that i'm a huge fan of the humanization of pets theme and idex has been my favorite way to play it. the stock's currently up nearly 38% year-to-date, even after pulling back around 10% in the wake of the roerngts what happened here the company delivered a 7% earnings beat off an 87 cent basis. up 9% year over year management even raised full-year guidance if that's the case, why on earth did the stock get hurt because idex has run so much going into the quarter investors may have been hoping for an even bigger beat. they've been so spoiled here so we've got a very strong quarter. not necessarily a massive blowout. the stock got hit. in my view, this looks like the profit taking that leads to an excellent buying opportunity let's check in with john ayers, the president and ceo of iidex labs welcome back to mad money. >> thank you >> this is the first time people are getting the hang of the fact that you are the most consistent

companies. i want to do two things. first, i want you to tell people the organic growth here. because there's no other company that has this high of organic growth and then i want you to explain the virtuous cycle of utilization. >> yes, well, we're achieving 10 to 11% organic growth in 2017, and we believe that's going to be the case for the next five years. this is an enduring organic growth story you've talked about the humanization of pets what we do is we support vettarive veterinarians with test technology every time a pet is tested, that's revenue for the vet and revenue for idexx, and because we do 70% of the industry r&d, we're constantly expanding the tool kit of tests can use to determine what's wrong with your pet. because as you know, dogs and cats cannot tell you how they feel that is a real problem and they age seven times as fast as human so getting that annual care and getting that testing is really important. >> you know, it's funny.

we spent a lot of time talking together about the level of care we sure wish in america that people were to do morive preventative for ourselves we do more preventative for our animals, don't they the >> dog owners, 50% of them say their pet's health or pet care is as important or more important than their own health. swoe like to say through pets we're teaching humans about care for themselves but they're first prioritizing their pets >> for kids, yes -- >> they are our kids >> i know. >> they're sleeping in our beds with us now, even under the covers >> mrine's named nvidia mr. nvidia he'd get angry at me when i look at millennials, 41% say money is no object to me when it comes to my -- that's millennials. we all hear, no money, oh, college is a lt ot of money. >> it's amazing. ba baby boomers themselves have

prioritized pets -- one third say money is no object but millennials are taking it who a whole new level. anyone who's got millennial kids or is a millennial, you can see the bond that they have with their pets and they're willing to spend money on their pets if it's going to help, you know, longevity. >> let me try a thesis out on you. millennials seem more likely to have two or three pets that one. true >> you know, they are definitely the pet generation every generation that's come along has been more of a pet generation than in the past. so the millennials are taking it to a new level >> okay, now, i have to tell you, you've got these two recurring businesses you've got that livestock business, which has been very tough for a lot of the big pharmaceutical companies and you have the water reference -- the water, that's right. >> they are really great recurring revenues at the same time, they grow more slowly is it worth hanging on to them because they generate more cash? >> let's take our water business, all right? it is 95% recurring revenue.

the customer retention is 99.9%! >> you can't get rid of that business >> it's 40% operating margin, high single digit. it's just not as good as the 87% of our business that's the companion animal diagnostics software business. that's just -- it's just that that business is even better >> all right, now, when i'm looking at international, okay, it just gets better and better there were some people on the call said, it was 17% last quarter, now it's down to 12 it seemed to be of some concern. it was the only thing i saw that might have explained some of the decline, but i thought you pretty much explained it away. >> the thing about international, europe is a big part if you look at the full half-year, we had 15% organic revenue growth in the recurring revenue business internationally. the thing about europe is, they actually take easter as a holiday, and this year was in the second quarter and last year it was in the first quarter.

>> it's a shift. >> you have to look at the full half year to understand what's going on >> last question, i know from some small acquisitions and i see it sneaking up, this software business. it is getting bigger and bigger. >> you know it, turns out that software is applicable to the veterinary profession as it is to many other businesses and we are the leader. with 7 cloud-based applications in a variety -- we've been actually in the software business for 20 years, but we're by far the leader and we're finding that software is a nice match with diagnostics, because if you think about it, while there's a tremendous amount of technology behind diagnostics, at the end of the day, it's information. and information management adds value to the diagnostics, as well as helps the practice have a higher standard of care, more productivity, greater profitability, all the good things -- >> we talked in the beginning about the virtuous cycle of navigation that's john ayers, the chairman, president, and ceo of idexx

laboratories profit taking is when you get into a stock, not run from it. "mad money" is back after the break.

it is time, it is time for the "lightning round" on cramer's "mad money. rapid-fire calls, sell, sell, sell, sell, sell when you hear this sound, then the "lightning round" is over. you ready, skee-daddy. time for the "lightning round" on cramer's "mad money." start with jack in ohio. jack >> caller: hello, mr. cramer this is jack from rigsby, ohio, a new investor, and i'm wondering what you think i should do with my shares of rockwell collins -- >> oh, man, if anything, i would buy more that's how much i respect what that company is up to. let's go to kurt in mizzou kurt >> caller: boo-yah, jim. >> boo-yah >> caller: so, listen, i'm calling today about dynavex technologies >> got a second wind, i can't believe it myself. it's a terrific story, it's amazing how speculative stocks can come back as long as you play them right. it's good. let's go to craig in texas craig? >> caller: hey, jim, how you

doing? >> i'm red hot how about you there, with partner? >> caller: oh, pretty good before i get started, i wanted to just say thank you for what you do and just want to give you a big welcome from myself, my brother, mike and kevin, a big texas baa b-b-b- boo-yah >> how much do i love texas? try to go there every chance i can get. i like the twin cities, midlands, and odessa right now >> caller: yes, sir, that's exactly what i'm talking about slca, i've got a 20% downturn, but i'm thinking about -- >> i was not crazy about that quarter. honestly, my charitable trust owns scschlumberger. we've got to go upstream, we've got to get the best of the best. that's my call for you i need to go to kevin in the illini kevin? >> caller: jim, i'm looking for some help on inovio pharmaceuticals. >> you're looking at the wrong place. that's a speculative stock that's not panning out i can't go there i'm not going to endorse that

company. let's go to javier in california >> caller: boa ya from sacramento, california >> my favorite place to hang out. what's going on, old-towner. >> caller: yes, sir. i wanted to get your take on akamai technologies -- >> a terribly bad quarter with terrible guidance. like, you kidding me it was unspectacular and unreal. let's go lilian in michigan. lilian >> caller: hi, jim, how are you. >> you've got my grandmother's name what's up? >> caller: well, i have a small position in cummins engines and i'm just wondering if thereby a good time to take -- >> well, it got smaller yesterday when they started that conference call, all about the warrant problems and all the problems they had. it was just terrible and all lost in there is how great the truck business is. don't give up on cummins, but holy cow, that was really one downer o eer of a call i needed excedrin migraine after that let's go to lance in wisconsin lance? >> caller: boo-yah, jim.

>> boo-yah >> caller: i'm wondering about cvx, the chevron corporation >> chevron, i'll tell you, bug, the artist formerly known as bug, who is chevron, the brown dog i put on twitter, he's been outperforming mr. nvidia, the tech stock why? because chevron had a monster good quarter and if that stock pulls in, you know what -- okbuy, buy, buy. okay, let's go to pushpinder in pennsylvania >> caller: hi, mr. cramer. a quick question, omed >> universal display i think that the super cycle -- i hate that term, although i do think katie huberty is fabulous, i think the super cycle, it's going to be great for oled i reiterate i like that company which is not far down the rad from where i used to live. and that is the conclusion of the "lightning round"!

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all right. of contrary to popular belief, @jimcramer is not some handsome gardening personality being courted by the discovery at hgtv owning scripps, or a site to post outrageous pictures of mr. nvidia, rolling around on the floor, celebrating a new high it's me! and when i'm not posting pictures of my guardian haul,

how about my eggplants, did you see those eggplants, i like to answer your questions about the markets. tweet me @jimcramer, #madtweets and i might answer it on air first tweet comes from hector rodrigu rodriguez. what's your thoughts on fit bit? i see they loss less and they had better revenues and there'll be someone who upgrades it and says it's time i feel that it's -- you know what, it's just an okay story. and i don't look for a takeover, whatever, because they're a young company that doesn't want to sell. it's just an okay story. i actually like gopro more than fit bit. isn't that saying something? in this next tweet, we've g got @charbob says, you're not the only farmer heart. our birthdays are on the same day. you went to wall street, i

became a california avocado grower well, sir, because i know from bar san miguel, you are doing much better than me, because the price of avocados is outrageous. congratulation s on a good crop oh, just a second! what is that now, let's take a look at a tweet from @gregrumo, who questions @jimcramer, do you think an investor lake warrike n buffett will take a big position in ford for board seats? it does yield 5.5% look, warren buffett, if he's going to get a deal with ford, he's going to get like 7%. i don't think he likes that. he likes businesses wi s witese. i don't see a big moat around an auto company and at eddie slow play, take a page from my playbo playbook @jimcramer, i do the same as my role model. yeah, i can't wait to go to camp the burgers look good, so do the

ja giants and cowboys and redskins. did you see that catch -- we're on tv! that's my executive prauroducer there was a one-handed catch by pryor yesterday. i play fantasy la take a look at this tweet from @tahitijohn, opening day of zucchini season. i show to to my wife and it's a really great picture except for the gun. i try to explain her, that's what we hunt with. @james_wolweber, who says, synergy pharmaceuticals has been down in the dumps since fda approval lower stock price now than when it was it developed a biotech. that's not an uncommon pattern after there's a lot of hype going into approval, you get the approval, and a sell-off and one of the pharmacy benefit managers have chosen not to cover their drug, which means it will not have wide acceptance. and that's what's going on there. here's a tweet fro

from @nedstarman2, who asked jim, can you comment on part-time ceo @jack @twitter, which is obviously not working what can shareholders do absolutely nothing it's just the way it's going to be he's not going anywhere. the stock has had a big run. he should declare victory and move over to twitter and then all, let's say only in a -- no, then there'll be a lot of love. butwe but we're not getting that love. this concludes our tweets. stay with my gardening efforts, stay with mr. nvidia, and stay with cramer. i put everything into my business. and i had all these points from my chase ink card. so i bought ingredients, utensils, even made custom donut cutters. 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.

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we got a good guest tomorrow night. steve holmes from wyndham. he's doing the big split that's going to bring out tremendous value. i cannot wait to hear about it wyn. 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 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." ♪ with what they believe are better, safer cleaning products. hello, sharks. my name's kevin tibbs. and i'm tim barklage. we're the founders of better life, and we're requesting $400,000 in exchange for 7% equity stake in our company. [ chuckles ]