overstock.com. >> buncho tonight. preseason football night >> absolutely. >> i'll be locked in check out gardner denver gdi >> ooh >> all right i'm melissa lee. thanks for watching. see you back here at 5:00. "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 most people want to make friends, i'm just trying to make you some money my job is not just to entertain, but to educate you call me, or tweet me @jim cramer i've never hidden my love for reality football many people call it fantasy

football but i take it way too seriously to go by that fictional rubric tonight after another decent day for the averages, s&p fansi fansing .57% a new all-time high for the nasdaq it's time for me to show my reality, not fantasy, but reality stock team in my head last night, while i was busily putting together what could be a championship ski daddy ski team which competes in the "mad money" slump, i am hoping after being bounced in the semis last year, to go back to my dynamic form i know i have the makings of a strong squad all there on twitter to see. but this is cramerica. not slump a decka. even though we all know better to draft in the first round, unless they're tom brady, we all

know that apple is the tom brady of stocks. an ageless, unstoppable force. the rap against apple is it's just mobile. apple is the greatest consumer product of all-time, as i look at brady as the greatest quarterback of all-time. even though tim cook went to auburn while brady was a walk on at michigan, cook is a war eagle. playing against him is lying playing in death valley. next up, hey, listen, we're in a wide receiver league you stand at 6'5", aren't afraid of traffic, that's why we're going with amazon, netflix and nvidia amazon is a flex play. a running back business. amazon web services consistently delivers points and is a total red zone beast and then there's the retail business which reminds me of a wideout antonio brown. you can't cover this company unless you're short, of course, but i keep waiting for another player to have an answer to

amazon there isn't one. next wideout, netflix. this is the odell beckham jr. of companies. every production is a touchdown. classic value oriented, investors don't like this style of netflix too unorthodocks, too showboat netflix is on a whole other plane. a winner which consistently breaks out when you least expect it to do like yesterday when it rallied close to six points on nothing we don't know how netflix stays open, but it's changed the game of entertainment forever another is a monster and that's nvidia last quarter people didn't like it but remember megatron? they had weak quarters, too, and he went the full round.nvidia c canton

whether it be the hottest video game console in the world, nintendo switch, or artificial intelligence, and, of course, voice, voice is the holy grail of all the applications right now. it's tough to keep nvidia down i thought there was nothing wrong with that last quarter there was a product transition that is the equivalent of a dropped ball like all great receivers, inindividual yeah is shaking off the drop and heading back to an all-time high. i have pictures of nvidia on twitter that you should check out. you can never have enough running backs. companies that seem overvalued right now. but later in the season you won't regret that you paid these prices that's why alphabet and facebook fit in so well next year's numbers they're actually very cheap. because they're the beaten raises from way back kind of guys there's a perception now that alphabet has lost its way. some are suggesting it's no longer an every down back and gassed with nothing left in the tank i think that's nonsense.

we don't like players with character issues too much. but alphabet had some character issues with youtube. i think they're getting past them in truth, while it's been stalled at a few levels, it's just one block away from a breakout or to put it a different way, you know the team to take alphabet ahead of you? the euro on the clock. can you imagine another year like this, that just passed? facebook is a stud i don't even know if there's an analog in the nfl. i've never seen anything like this company facebook literally has you making all of its content for free and you buy more expensive devices, your content gets better facebook is one of the box that gets all-purpose yards for doing nothing but being a platform for 2 billion people no nfl player has had that kind of pull. the only company that can stop facebook is instagram. and facebook owns it now, some people underrate defense special teams. not me not at all which is why i'm picking the

strongest stock in the dow this is, of course, commercial aerospace company kicker, boeing we're only playing for the season but boeing has a book that's more than a decade long. reminds me of darren sproles who just won't quit, no matter what. he remains ageless you may think i'm thinking too much tech and not too much health care, which is why i go to united health care for my tight end. because great tight ends not only catch, they block i think amazing data business is the authority on catching. what's flawed in the system that is nobody blocks wasteful costs like united health they should call in gronk. got me finally we need a kicker i want a financial technology company to do it, a company like visa why visa first, it's got a level of consistency that's unrivaled by anyone else, save mastercard i think visa would be 20 for 20 from the foo sure, many believe the kickers are interchangeable, hence that mastercard offer i gave you.

but i went dow stock visa on my team we have a bench, and i like to bring in alibaba, as a backup quarterback, spare flexors, maybe 3m or honeywell. these are all good defensible immediate-level picks. i want some sleepers maybe broadcom, or a sink or swim shot like a bio as you can see, this is a team built for the amgs, not just built for the season it's a bullish team, i acknowledge that it's not as defensive as some would like you can keep some cash on the sidelines for decline. but if you wanted a play-off ready team of stocks, it is this one. and it's seasoned. it's ready it's stacked it's loaded. and it's in total beast mode let's go to paul in texas. paul >> caller: hello, jim. paul from texas. long time listener, first time caller >> yes >> caller: thanks for everything

that you do. >> okay. >> caller: i purchased ambridge based on your recommendation six months ago when will profitability increase along with any increase in dividend >> it is a little bit in the oil and gas. you're getting 4.8 the best at what it does and i think al is the best manager in the piping business other than, we also like michael meres, or mike from the midstream partners i would say sit tight, collect the dividends. reinvest and you'll do fine. how about jamie in my home state of new jersey. jamie? >> caller: hello, mr. cramer, how are you? >> i'm good. how about you, partner >> caller: good myself question on value pharmaceutical i've been looking to hedge on my portfolio. >> i thought joe papa did a great job when he was here it's not going to go up overnight. i think he's going to work a little magic here. it's going to go 13, 14, not --

maybe 12, 13, 14 as much as 16 to $18 i like that. how about ian in my home state of new jersey. ian? >> caller: jim, how are you doing? love your show. >> thank you >> caller: i have a two-part question on ferrari for you. >> okay. >> caller: i'm a car guy i love the brand and i bought with the intention of being long i bought it early this year in january. but since it's spin off from fiat 20 months ago, it's up about 170%. >> we recommended around 65, 70, i think, absolutely. >> caller: that's where i bought it, just around there. is this crazy and do i take the money off the table? >> i know. i was looking at it yesterday, thinking, i can't believe this thing is at $114 but you know what? if they do the numbers, it's not that expensive you know what, let's stick with new jersey like really stick with it. let's go to william in new jersey william? >> caller: jersey city boo-yah to you, jim. >> yeah, right across the river.

what's happening >> caller: i've got a question for you. i want to thank you for all you've done over the years to help make me money and give me opportunities i may have otherwise have missed. >> thank you. >> caller: my question for you is about ticker pk it was spun off of hilton earlier this year. down 10% so far. but the past two quarters it's beat the highest analyst earning expectations and i think it's poised for a run the reason i think it's down is institutional sellers that own hilton have been slowly getting rid of it because it didn't fit their mandates and strategies. even if i'm not getting my timing perfect, i get a 6.5% dividend what are your thoughts on pk, and if i'm not in on this one, what am i missing here >> william, i've got to tell you, i felt the same way you just said. i said, what am i missing? and the answer is, i don't know. which is why i'm going to do a piece on this, and come back because boy, do we like spin-offs, including one we're talking about tonight. all right.

look, if only you pay as much attention to your stocks as you do your fantasy team will you look at this? will you look at this club now you have a team. a dream team a bullish team a team that's built for the ages a beast mode on "mad money" tonight, considered one of the top spin-offs in 2016, and the ceo is joining us right here then, a company that's growing like a weed in this market and its move is continuing i've alerted you once, i've done it twice, but this thing is so darn good, i've got to do it a third. do you want to feel special and unique it may be the happiest place on earth. i'm talking about the ceo help the house of mouse understand its visitors so stick with kra bher cramer. don't miss a second of "mad money," follow @jim cramer on twitter. have a question? tweet cramer send jim an e-mail to

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on "mad money" we love break-ups, and not because of a jaded curmudgeon who hates romance. but it's lucrative for people who buy stocks, like you look at ngbt, spin-off from west rock nearly 16 months ago. ever since it started trading as an independent company, they've given you more than 150% duane the stock value goes to 8% just over the course of august. that's spectacular what exactly does this company do it makes chemicals for all sorts of applications. it makes roads last longer and oil flow better and in agriculture to help crops grow larger they make carbon automobile parts that make fossil fuel emissions.

it reported a strong quarter at the beginning of the month a week and a half ago, we learned that the company's buying georgia pacific's pine chemicals business for $350 million. giving them more exposure to cleaner paints and coatings. best of all, the deal should find an immediate boost to the company's share. being broken up into separate companies gives companies the freedom to make this kind of acquisition. the question is, can the stock keep climbing. let's take a closer look with michael wilson, learning more about his company and what the deal means for the future. welcome to "mad money." >> pleasure to be here >> very exciting you are the best spin-off last year i was thinking, what do they do. sure enough, the asphalt business, are you not in a sweet spot for the largest rebuild that our country's ever had? >> we certainly are in the speet spot our pavement technology business is a strong business provides asphalt that makes

paving faster and easier and lower temperatures. >> there's going to be a tremendous demand for that we wish there weren't. but when you have the fourth largest city under water, the roads probably need this. >> they do our hearts go out to everyone in the region. >> this is a tough one but marvel how the first responders are here. >> done a great job. >> can you believe it? it's a terrible national disaster, but boy, texas knows how to handle it >> it's also been heart wrming to see how people pull together. the cajun navy and -- >> i know. my buddy went down with some ex-navy s.e.a.l.s yesterday. you did this deal for pine i thought it had been fine i cannot believe you can have a natural material be this good and do this much >> it's a terrific business, really we start with something called crude tol oil. it means pine. it's pine oil, basically sap from a pine tree just like our both businesses, they start with renewable raw

materials, but raw materials that are actually by-products of other processes. in this case the pulping process. we put it through a biorefinery, separate it into refractions and send it to the down level values. >> that's totally sustainable. >> not only are we starting with a sustainable raw material, we enhance the world around us. that's our core purpose as a company. >> you're taking down debt to do it, but seems like these are big cash flow businesses. >> we were spun out of west rock two and a half times to even out which was low leverage, low liabilities. we've deleveraged quickly. the end of this year we target one and a half times leverage. our cash flow is only going to get tronger. >> are there more deals like this one thing you don't want to dorks the up side like this, it's obvious to me you can have more up side than any company gives you a one time only.

are there more spin-offs that you can become a great company >> we believe we've got a great organic growth story, on top of that we do believe acquisitions, there are a number of them out there that can create a lot of value for our shareholders. >> let's say you were still part of west rock and pine came up for sale west rock is too big to focus on this kind of a deal, right >> that's the reason for the spin-off this has high margins, high returns. if you're a paper company and you have to make a decision between your acquisition and paper business, you're going to put it in the paper machine. the benefit of the spin-off is we got both the strategic flexibility and financial flexibility to grow organically. >> can you blow them out, besides the asphalt business >> the oil field business is significant for us we have a whole group of businesses on the pine chemical side probably our most exciting is our other segment, the

performance material segment. >> that's the reason i'm interested dow dupont merged. the business that i think is so important to them, you guys in a similar situation, obviously much smaller the thing i was concerned about, i saw haliburton is one of your customers. haliburton is a great american company. but everybody's having that downturn do they try to squeeze you or just less business. >> when we saw the collapse of oil prices back in 2015, we saw demand disruption. what we did is go back to the laboratories, reformulated products to keep the efficacy of those products for our customers. we've been very successful with that since the beginning of this year, we saw a resurgence in the oil field business. >> you have seen a resurgence? >> i think it's sustainable. when you look at the rig counts going back to the peak in 2014, they bought them in the 400s, back in the 900s. >> top 43 companies today, it's actually down 1% from where it was two years ago.

that does help you very much. >> u.s. drillers are an amazing story. the efficiency they've created they're producing as much oil today with 900 rigs as they did with 2,000 two years ago. >> that's why the rig count is deceptive. i've got to tell you, you've got a great little company that i hope will become a great big company. the asphalt business reminds me of the concrete business what great margins you can have if it all goes right the president and ceo of ngvt. maybe you never heard of it, but you should focus on it, it can get much, much bigger. "mad money's" back after the break. coming up, is there a place for big data in your portfolio a private player is about to give you an inside look. >> customers deal with so much data, they don't know basic questions. >> and ai is a great way of answering those basic questions. >> find out when "mad money" returns.

i love it when stocks just don't know when to quit. even a market that's proven to be incredibly resilient, there are winners that stand out from the rest of the pack because i'm about alerting you

to the most attractive investments, highlighting those names over and over again, i'm not trying to come up with a new name every minute, we see winners and we try to hit them again and again. you like to stick with them. i want to circle back to a powerful story i'm talking about fmc corp, the old food machinery, fmc. the chemical stock, now up nearly 50% since i recommended it in january. it's giving a quick 23% gain since i reiterated it in april this has trounced the averages, and i bet it's got a lot more room to run. from the beginning, ever since i started recommending fmc, i argued this is an overlooked company, that doesn't get the respect it deserves from wall street even after its recent run, that's still true. what makes fmc so special? it's not like the chemical companies we keep hearing about in the news, getting flooded because their plants are based in the gulf coast of texas and

louisiana. most of their facilities are in the mid-atlantic states. the company as it's currently configured has two major divisions. there's the ag division where they make all sorts of crop protection products like pesticides, then there's the small but super fast growing lithium business where they make the kind of lithium compounds used to manufacture rechargeable batteries, which means the company has a hand in everything from cell phones to laptops to perhaps the most important, yes, electric cars. second, the key to the story as i mentioned before is that fmc has totally transformed in recent years they sold the soda ash, a real commodity business, and hydrogen business to focus on the products that carry fact margins. in 2015 they acquired a danish crop protection company for $1.8 billion which dramatically exposed them to growth in europe five months ago, fmcstruck a complex deal with dupont

the result fmc gets a significant part of dupont's crop protection business, and approval for the merger with dow chemical in exchange dupont gets the health and nutrition business along with $1.2 billion. a few days after the transaction was announced, that's when i came out to praise it. fmc is going to get an amazing portfolio, powerful herbicides and the promising r & d pipeline i love this kind of for sale, two gigantic companies merge allowing smaller players like fmc to swoop in and get great deals. that's how the stocks of constellation which i've been behind for 150 points, it took off after it got the gift of corona and madela when the justice demanded them to get another deal done. fmc's lithium business has been incredibly strong. the rise of electric vehicles is

giving the whole lithium industry an incredible boost while your laptop may need a boost, but a car needs need more than 100 pounds of lithium fmc benefited from the proliferation of motor vehicles. it's a whole different ball game for anyone in the lithium business people keep underestimating this company. consider the trajectory. the stock experienced a little blip in early may when fmc reported the first quarter results. the company delivered an earnings beat, things were uneven in the core ag business ongoing weakness in latin america and asia, two very po n important geographies. lithium accounts for 10% of the sales. this was shortly after the dupont deal was announced. i think that make the whole quarter difficult for investors to process so the stock dipped a bit lower. but it turns out that anyone who sold the name made a big mistake. when they reported in august,

they were strong enough to send the stock soaring into the stratosphere it had higher than expected revenue, not a perfect quarter, guidance for the full year came in a tad lighter than analysts were expecting. yet the stock jumped 8% in a single session the reason first, fmc told us they expect their asset swat with dupont to close on november 1st. second, management doubled down on the plans to spin off the red-hot lithium business as a separate company with the break-up being finalized sometime in the second half of next year. third, in the meantime, fmc is making a killing on the lithium, boosting production, adding 8,000 tons of capacity by the fourth quarter another 20,000 tons coming by 2020 makes sense given fmc's lithium sales grew 17% everover year most important, fmc's core agriculture business

demonstrated some real resilience despite the tough market conditions. even though management expects the crop protection market single digit decline this year, the ag division grew at a 6% clip thanks to increased volume in brazil and new product launches in asia. fmc is laser focused on maintaining price discipline and managing its inventories so they don't have to sell their h herbicides and pesticides at too much of a discount it's still very attractive, 17 times next year's earnings i'm not alone. just today, and i talked about this, i don't know if you saw it, in my "mad dash," but just today, fmc caught a double notch upgrade. with the analysts at bank of america, merrill lynch, taking it from a sell to buy all in one move the argument of the consensus on wall street could be 10% to 15% too low for next year, and the year after meanwhile, they point out fmc's

agriculture business is finally rebounding posting first quarterly buy in two years, since the last time the company reported who doesn't love the lithium business they sure do i couldn't agree more. unlike these guys, we've been recommending the stocks since the beginning of the year. just because fmc stock has climbed relentlessly higher, i'm not kidding, i think this company is still in the process of transforming itself so many good things coming a lot of value creation still to come i suggest waiting for the next big market wave pullback and then buy let's go to clinton in arizona clinton? >> caller: boo-yah, jim, from railro

arizona. >> what do i think i think fmc are out, that's what i think. don't overthink this thing, sir. we like american it's easier to understand, frankly. i like the ones that i've mentioned. let's go to brian in wisconsin brian? >> caller: jimmy, how are you doing today? >> i'm having a dynamite day, frankly. how about you? >> caller: not a bad day at all. >> good. a beautiful day here >> caller: question about ppg stock. should i sell or hold it >> i didn't like that hostile bit. that was not the style that i expected of that company i don't like hostile bids. i'd much rather see you in dow dupont, which, of course, starts tomorrow how about roz in california? roz? >> caller: jim, boo-yah! your long-term view on tesla electric semis, solar cell and self-driving vehicles. i want your opinion. >> so, i'm driving this weekend with my wife and she goes, oh, my god,

there's a tesla. i said, every time we see a tesla, you say, oh, my god, look, there's a tesla. but the fact is, that's the attitude of people who own the stock in tesla they're excited about it i'm not going to get in the way of that excitement i cannot come up with an excitement per share number. but it's emblematic of what's going on in the country. looking for a sport? fmc has it down to a science much more "mad money" ahead. the company behind disney, pfizer a major player in the tech industry just think this is extremely strong were you bothering to pay attention? i think i might have been the only person. i'll investigate rapid fire in tonight's edition of "lightning round" stick with cramer! tomorrow, kick off the

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tech war once again, it's worth trying to get a handle on one of the most important trends in the technology space, big data these days they produce so much digital information, that many companies simply can't handle it they may have all of their data at their fingertips, but it's meaningless if they can't analyze it in a way that makes sense, which brings me to the privately owned company in cloud data management. its software integrates, parses and manages data so businesses can analyze it that may not sound very sexy, but it means these guys are totally plugged into the big data transformation to take the

world by storm i got a chance to talk to the ceo of the private company take a look. >> you've done some amazing things one of the things that i want to talk about immediately is, you often talk about people wanting could use amazon web services. intomattica is the way you can best get the analysis of the data after amazon web services. >> we do a lot of different things with amazon web services. they're a customer of ours they use the data management cloud services and software, for example, to get a fuller picture of their own customer portfolio, who's buying what services and so on. amazon, including amazon web services, has been using a lot of inform attica, in their warehouses, marketing areas. they're one of the world's largest processors and users. >> they are the best in artificial intelligence, right >> well, actually, we are a very

good aplier and user of artificial intelligence for data they don't use artificial intelligence obviously they have a lot of their own we use it to build clair for realtime engine, for data, where we use artificial intelligence to find what data you have where. a lot of customers deal with so much dat a. they don't even know basic answers to basic questions, like how many databases do i have, where do i have customer data, what data is secured. this is all over the place, in their own enterprises, in the cloud. it's growing every day ai is a great way of answering those basic questions. >> what i thought was interesting, i was looking at a sales force.com video. sales force has a tremendous platform if you want to get the data, they partner with you. >> that's exactly right. they're actually an investor we went private two years ago, and they became an investor in

informattica we are the biggest provider of data management for ecosystem. what we do is help companies connect sales force to other systems that they may have inside the enterprise. we also help them use the sales force clouds much better by bringing in data from all over the cloud and other ecosystems into sales force. >> let's step back we've covered amazon we checked off sales force i think people are saying, jim, you had data, you've had adobe on, they said they are a people that can help you with data. why do you choose informatica over everybody else? >> tableau is a great tool for visualizing data, but the data has to get there in the first place. that's what we do is really provide all of the data supply chain. we call it enterprise cloud data management the idea is to bring the data

from wherever you have it, your data, third party data, or data you're buying, bring it together in a format that can be used >> he's done a great job. >> he's done a phenomenal job. we bring the dat a. and they help the customers use the data to good effect. >> how ag not tick are you if a big customer says, we're on amazon, but we're also on azure. are you okay >> we're perfectly fine. we partner well with sales force, amazon, azure, google anybody in the analytic space. we bring data to them. we actually don't have databases of our own it can be data spaces in any kinds of the new databases we call ourselves main frame and everything in between. that's how agnostic we are.

>> i do want to bring in -- john ledger claims he knows more about everybody. that's part of the secret to success. does he know more about informatica than everybody i don't mean about privacy, i'm just saying -- >> exactly we provide the services for our customers to know more someone like t-mobile would use our software and services to know more. we're not the ones who know more, they know more about their customers using their product. >> i do hope some day you become public we have a big belief in the data center it's the greatest bull market of our lifetime of which informatica is integral to the whole solution. >> you'll be the first one to know >> i sure hope so. boy, you guys are red hot. the ceo of informatica don't get too excited, you can't buy a share in it, but boy, i

sure hope one day you can. "mad money" is back after the break. so that's the idea. what do you think? hate to play devil's advocate but... i kind of feel like it's a game changer. i wouldn't go that far. are you there?

he's probably on mute. yeah... gary won't like it. why? because he's gary. (phone ringing) what? keep going! yeah... (laughs) (voice on phone) it's not millennial enough. there are a lot of ways to say no. thank you so much. thank you! so we're doing it. yes! start saying yes to your company's best ideas. let us help with money and know-how, so you can get business done. american express open.

it is time for the "lightning round"! are you ready? mike in new york mike >> caller: boo-yah, jim! >> sounds good to me >> caller: [ inaudible ].

>> i'm surprised it didn't pop more robert in ohio robert >> caller: boo-yah, jim! >> boo-yah. >> caller: how do you see berry stocks continuing to do? >> buy, buy, buy what you do is buy some here and wait for the market to decline and buy more danny in utah. danny? >> caller: hey, cramer, salt lake city boo-yah. >> beautiful city. how can i help >> caller: i've got chesapeake energy corp. >> we did not get the summer they needed to get the thermostat going, so people would buy it don't forget, the oil patch is no place to be right now let's go to joe in new york. joe? >> caller: hey, mr. cramer, boo-yah. how are you? >> i'm good. how about you? >> caller: good. thank you for all you do for us home gamers. my question is, i've had a

position in activision blizzard. >> i want you to hold it follow along join the club. this is a stock that is going to benefit. michael from arizona michael? >> caller: boo-yah, jim! michael in phoenix is humana a buy or sell? >> humana is a buy i like united health even better humana is sensational. some people think it's six of one, half a dozen of another i prefer united health how about dennis in michigan >> caller: hey, boo-yah, cramer. >> boo-yah. >> caller: this is dennis. i wanted to know what your opinion is of alliant airlines over the next three to six months >> i think it's terrific i think it's a great buy i prefer, just so you know, now that the planes are starting to come back in texas, southwest is l-uv jeremy in michigan.

>> caller: my stock is under armour, 63% over the -- >> i struggle, i struggle. because i was on the foot locker call then i've done a lot of work in this group, whether it be finish line, whether it be what's going on with the -- like with the hits in the world. and dick's i have to come back and say, no, thank you, i don't want to touch that stock now we're going to tracy in virginia tracy? >> caller: hello, jim. it's a pleasure to speak with you. >> thank you. >> caller: my stock is redfin. we were lucky to purchase around 500 shares near the ipo offering price. around $24 and believe me, we were thrilled considering the price jumped to almost $33, $34. >> then it came back. >> caller: yes >> i didn't really understand -- it wasn't doing badly when it came back. i think this is -- i think that what we're going to have to do is do more work on it.

i know there's an outfit to say short it that's what i think is driving the stock down i'm not going to take anybody's word for it other than my own. nick in california nick >> caller: boo-yah, jim. >> boo-yah. >> caller: this is nick, calling about a stock i got into prior to fda approval. it dipped 8% yesterday it was mdco, medicines company. >> that's a company that i did not know what you just told me that's new information for me. i cannot opine without doing more work. doug in maine? >> caller: hello, mr. jim in the market. >> all right what's up? >> caller: boo-yah >> yes >> caller: doug from central maine, beautiful belgrade lakes area global management. >> now, black does well. i like kkr i also like blackstone that, ladies and gentlemen, is the conclusion of the "lightning round"

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what was behind the incredible rally in nonfaang tech yesterday was it warren buffett saying he likes apple? was it because netflix was up close to six points for no particular reason whatsoever

something that might boost spending on 5g wireless networks no, it was all about a little company called analog devices, adi. it's not so little anymore, it's a $30 billion semiconductor company. they held a brilliant conference call for those of you who don't know analog, a lot of people regarded it as a semi company, a lot of different markets to attend to, many of which were hostage to apple. we know what happens when you're toggled to apple it doesn't matter what you do, you're a victim of whatever phone they might be putting out, and remember, like the fight club, the first rule of apple is you can't talk about your apple business then analog devices bought technology for $4.8 billion last summer, and now that they have a full year under the belt, it's a totally different animal 17% of the products going to consumer markets which is often code for fight club apple. it's the rest of the company that got investors excited here.

first, 49% of analog's business is industrial, meaning mostly robots and factory automation. it saves businesses about $2 million on average it amounts to a broad brownfield renaissance, that was their term, but i'm going to adopt it because it's so good next, 16% of the company comes from autos they make about $250 each car. there's been seething negativity regarding car tech of late especially the total auto sales of peaks, including harvey, we're hearing numbers like a half a million cars. but analog devices said they haven't seen any slowdown. some of that is because of demand from car companies seeking autonomous driving solutions. when the companies talk about autonomous driving, they talk about accuracy in improvement. they create radar that is three times slower, too. all that analog does for electric vehicles, when

you're charging the battery, adi's chips give you a reading that's three times more accurate than the competition all these chips play into the sector growth portion of the industry which is why the company thinks it can double its car content to $500 per vehicle in the next eight years. there's the 18% of analog devices embedded in the communications chain which will help the rollout of 5g, that already started in china and japan, but will soon go worldwide. industrial, auto, communications, consumer think about the 70% gross margins. think how the debt paydown was celebrated because of the cash flow what you get is a company that's involved in all the important elements of the future the hottest parts of the iot, internet of things, and it's doing incredibly well. no wonder tech is taking center stage in the ninth month of the year these are unstoppable trends, people, like the move to the cloud, like the need for security, by the way tonight in

palo alto, good numbers, and power and to better understand your customer, like artificial intelligence driven by voice, and cars that don't need a human driver and the desire to compete with amazon. these trends are why tech stocks are more robust than any other time i can recall in my career, except when the personal computer became cheap enough to be a mass market product and the internet became universal. yes, analog devices conference call could have told you all that if you're so busy mulling letters that are filled with gloom, or listening to alleged goo are yous that it's the top, listen to cole porter. stay with cramer your insurance company

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there's always a bull market somewhere. i promise to find it just for you right here on "mad money." i'm jim cramer, and i'll 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." ♪ whee! whee! my name is david mealy, and this is my wife dominique. "nique" for short. look at me! we live in tampa, florida, with our son austin, and we are expecting our little girl caroline in about two weeks. nique and i have been married for five years. i met her my very first weekend here in florida. i landed a job with actually two of the largest golf companies