>> i think it's an opportunity to sell it, xrt. see you back here tomorrow at 5:00. meantime, do not go anywhere, ar rhtowimrar th j cme sttsig n 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 cram america. my job not just to entertain by to educate and teach you call me 1-800-734-cnbc or tweet me @jim cramer every time you hear some bear growling at the market hascome

up too far too fast. the stocks are over value and due for a full -- usually forgetting something something big. they're forgetting the power of take overs when one company buys another it can create so much value that you want to slap yourself in the face then there's the pin action. whenever you get a deal tends to boast the value of all stocks in the same sector which drives up the market dow gaining 17 points. s&p up and nasdaq point up .01%. when has borrow made overtures to mattel -- mattel stock surged over 20% more important, has bro,

potential acquire, its stock jumped 6% because the synergy will be so -- that's not supposed to happen though. when you're about digital merging, normally stock goes down we've seen a lot of deals like this one where both stocks go up it makes sense that this has mat conversation -- there's the man, god i look younger from. jay way, this -- anyway this has matt corporation -- i kind of like that suit has bro's take advantage and reaching toys "r" us bankruptcy.

broadcom decided to pursue qualcomm but it's been hammered by an especially pick battle with apple apple's the largest customer customer's always right. qualcomm traded after going down $50. someone should tell these guys you should not defecate where you eat. then along comes broadcom taking advantage of qualcomm's self-inflicted wounds. qualcomm rejected broadcom's bid today saying the $70 price tag is undervalue to the company i couldn't agree more. but broad come can afford to pay

more even as the $105 billion deal the rally made a lot of sense as a merger would broadcom would solve the apple issues, even could live happily ever after. the rally kwaud come's stock today i think it's still worth owning, knowing that broadcom gives them a safety net if qualcomm loses to apple in court, shareholders win either way. then there's tyson foods which bought a brand years ago at the time i thought it was dramatic overpay it turned out to be a genius move as the company's consistently beat in

expectations it wasn't an overpay it was an underpay this confirms what ceo tom hayes told us not that long ago at the show how about this, club buffalo wild wings dow jones reporting tonight. they got a take over bid forth of 150 sent the sky worth for 31 bucks. you know all the restaurant stocks will be revalued up tomorrow based on the buffalo wild wings offer not every take over is a great idea on the flip side, you've got a company like general electric. ge's become the poster child for bad acquisitions the oil service purchase is near the peek and during the down turn were bad enough

the worse was ge's $10 billion take over in 2015. at the same time, ge sold nbc to comcast for now what looks like a song and over the course of several years, they divested some good financial businesses that could be coining money for them right now. finally it was right to keep them it's like they were trying to get everything wrong how bad is it, bad enough to force ge to cut its dividend in half bad enough for the stock to lose 7% of its value just in one day alone. from june it's gone from the $29 in 19. it was lower today it was also the earnings estimates, the 2018, they took the as appellate to the ge

the chipper shredder the 2018 if you remember declines from 2 bucks. then we go to 1.08, then $160. now it's down to $1. that's ho rent does. that's a big company how could they be off so much? before i tell you what i think can happen, let me say that i got the stock of ge wrong. travel trust owns it it's a big mistake i believed in the numbers the company put out, does that make me a dope? i don't know i was suspicious as the oil and gas that austin power buys but the company was so widely and irresponsibly bullish about the synergies, i found it as difficult to be as skeptical as i should have been i figured this was too good to

be true but i knew gshlgs e, i knew the people. i was wrong. i should have thought about how it accounted for its numbers if the company had been more open when it comes to disclosure i would have told you to sell the stocks ages ago. but that's on me, i should have been better. i have been critical and the old regime the ceo john flannery, even though he's a veteran, don't hold that against him he's going to sell a bunch to raise money, oil and zbas gas let's spread the blame here a little, that board is culpable the good news here is ed gordan has joined the board and truly involved active director may not seem much to you it could give flannery a cover to make smarter choices.

gordon may have more influence good news, i'll give you this reputation for cutting the fad, is ge the stock a buy here flannery said today that next year is a massive heavy lift hey, i don't know, i don't like the lift massively more important if the company's only going to earn a dollar per share it should be valued around 17 at most that's the price to moment owning the weakest congress glom rat in the market right now. ge is the weakest conglomerate actually, everybody's done with that, i think it's worth slagging the board of directors says they're still there i think anyone whose checked off on this mess as got to go. all that said, you own ge, i

don't recommend selling it down 40% year to date i think it can earn more than a buck next year, which would make the stock too cheap to ig fore at 18 to $19 maybe it doesn't get to 17, but flannery asked that fast it could be no -- out of control expenses must be produced. divisions have to be separated if necessary ge may need to disappear, why because the previous manager wrecked this industrial. we'll hear from john flannery tomorrow on "squawk on the street." i often talk about how management is to the company if you want to know the damage we can do to a better prize just look at ge the only industrial of this whole era is going backwards through the renaissance of

american manufacturer. jim in massachusetts please. jim. >> caller: hi jim, booyah to ya. >> booyah. >> caller: thank you for convincing me to invest in nvidia my question tonight is about dow dupont one are you happy with its current merger strategy? two, i'm thinking of selling some of the stock, is it a good -- >> i don't want you to do that jim. i just beat myself up over ge. dupont, that's ed green. he's the anti-jeff -- he's tough, not opaque. you don't have to go and look up google he's a very good manager don't sell a share connor in new jersey >> caller: a big booyah to you cramer >> holy khouw.

rig crow. right back at you what's going on >> caller: well i haven't been to your restaurant i've been watching the -- >> we are west point what a great time we had. so, so many younger people watching this show it's just fabulous i was up in espn yesterday, a lot of people watched the show there too. how did i help >> caller: jim i've been following the stock of iconic for a long time -- >> yeah it seems to be -- >> caller: i don't know where it's going, what do you think? >> i think it's worth more than selling but obviously the stock's breaking down. i've been talking to a colleague who said he's giving up the ghost. i think the value will be brought out when we get the management team in action. i'm not disheartened but i see it's going to go down before it goes up. we're going to hold it we're going to tell club members that when we have a conference

call tomorrow. we've seen take overs that are bound and management that brings their companies forward then we've seen ge, the only industrial company of the year going backwards. all i can say is, what a shame on "mad money" tonight you may not know your international fragrance products, chances are you sip, sniff the companies worth for years without knowing it american shoppers haven't entirely given up on retail. online, the dollar store cohort. and then the company that's working with amazon, and kellogg. i'll reveal the name so stick with cramer.

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this has been a very good year for one of my favorite companies. the stock is up 27% for 2017 this company doesn't get nearly enough credit from wall street i like to describe iff as a tellive technology we know how competitive things have gotten in the consumer food space, these businesses are always fighting for market share. a better taste or better smell can give these players a real advantage. last week iff reported an excellent report it's a $5 speed after 42% basis.

stock surged in response thanks to last week the stock is 4 bucks down from 52-week high should you pounce? let's take a like at the chairman and ceo of international fragrance. find out more about the quarter and how great this fantastic online company is doing. welcome back to "mad money." good day to see you. holy cow you brought me some tortilla chips >> yeah. i hope it taste as good as it looks. >> well last find out. what do you do for taste what is your part in the process? >> what is really important is that if you look at the new taste, the new what people really want, the new or what younger people want and how taste is changing in this country, it's important that you have a clean label and that's something that's accomplished here. >> a clean label >> clean label >> what does that mean >> it means you have very few

artificial ingredients it's all natural >> is that because the younger people they look at this stuff now -- absolutely. >> you and i never looked right. >> true. so that's a clean labor product and we believe it will fit into the remake of restaurants. >> let me ask you. this has a terrific taste to it. the old days i would presume if you bought it in store it wouldn't have a kick because younger people wouldn't want it. >> that's the reason why you have to segment the consumers. that's what we do, we do every single year. around about 500,000 computer interviews to find out what's specific, what's going on, what is the latest trend. >> i saw you go this huge plant, you opened up in china to me that means you had a billion more people. this is a very important plan

right? >> absolutely. we have outgrown our older ingredients plant in china, that's the reason we built a new one. more capacity and better sustain ability footprint as well to make sure we comply to all the regulations and we can show what we can do in china it's mostly for the chinese market and some export as well >> one of things people need to know you're putting up numbers, 20% profitabilities, higher return, 17.6%, upping the cash flow growing. you're not a young company, how are you able to accelerate like this >> the company's only 28 years old. there are two secrets i would say. one is differentiations from technology if you look to a product like this, it's a lot of technology in which helps us basically to grade these products we require a company in oregon earlier this year. they took food side screens and

have an infrared drawing technology which is patented and they make it into powder it is 100% natural, you can use it for color solutions in the second segment what we have discovered over the last couple years, many of our smaller customers are dynamic in the markets than the bigger ones we have now an x-ray unit, called taste point here in the u.s. focusing on this market and growing very well. >> this is interesting proctor & gamble, was it fight over the little units that hit home, versus the big ones. then i talk to estee lauder all the time they are an incubator but they must be using you >> absolutely. both customers are hours they're doing a nice chunk in

the smaller companies. they're leveraging it very very well we have active cosmetic ingredients. >> now, that has to be local too because i'm told from people who use the iphone and big cosmetic companies, every market is different. for cosmetics every market is different. you have to be local to be able to service those markets >> absolutely. in different countries and markets we find out what the consumers want and what can we offer to our customers >> one last thing. please tell people how many roses you have to use to get an ounce of rose oil? >> it's almost a metric ton for a kilogram >> so you have to have roses from all over the world? >> all over, we have fields in turkey and romania to harvest it and bring it back where we do

all the natural solutions. >> you work in a market company. that's andres birchs he's the ceo and chairman of iff. thank you so much. >> thank you ♪

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the economy's humming, unemployment lowest levels in ages so why the heck are the dollar store stocks at our near the 52-week highs? this is now how the economy is supposed to work when business picks up you expect consumers to stop trading down, start trading up but the dollar store stocks are telling you a different story. for years dollar tree and dollar general, which are really the

two remaining huge store chains, sold their stocks. starting around 2016 both companies stumbled and the company struggled to find its footing. both dollar tree and dollar general stock haves come roaring back dollar general's gaining nearly 27%, not too shabby. how did dollar stores get back in the economy and more importantly can the rebound be sustained. to understand why these stocks have been on fire you need to poe why they got slammed in the first place. let's start with what caused last year's big sell off in august of last year, dollar general stock fell off a cliff dragging dollar tree down with them it was unbelievable. what went wrong? when the company reported result

in 2016 they delivered weaker earnings you know i always tell you the key metric they were up just .17% dollar general blamed the weather, food stamp cut backs, that's all major issues. competition like walmart, the stock's were doing great amazon's always a threat to anyone in retail dollar general's management laid out plans to get people back in the store by cutting prices. that very same day, we also got results from dollar tree while the company's earnings were strong it seemed store sells too were disappointing they were up a certain percent,

wall street was expecting a different percent. this was during the summer slow down of 2016 they also mentioned competition, same consumers had more options in terms of bargain stores the result, dollar general stock plummeted 17% on the news and dollar tree stock lost nearly 10% of its value this was in a single session if you thought this was an isolated battery period you're badly mistaken over the years dollar tree stores continued to disappoint by the time the third quarter rolled around dollar tree delivered 1.7% sales growth. dollar general gave a 1% decline. culprits, food stamp cuts, lower deflation. analyst fretted that all dollar general inventory put real credits on the company's margins.

granted, dollar tree and dollar general tlifred nice and bottom top beats, this time the same store sales deaccelerated from 1.7 down to 2% it is a good thing that they cut their forecast, because when they reported again late in may, dollar tree and dollar general gave us underwhelming 1% for sales growth at least this time they had the excuse tax refund was delayed that year. in short, things were not looking good however, it's important to point out during the period of serial disappointments both chains were working hard to turn things around tlor tree saw some success with traffic in addition tifrs. they re-modeled some of the stores, tested new products. as for dollar tree, my person favorite, during the first quarter this year, the family

dollar stores finally tried to show some long awaited improvement and that was the big delta as we call it. since then that i have been -- dollar tree going up from 65 to over $93 today dollar general climbed from 66 to over 83 they both pulled back nicely today, if you're waiting for the opportunity this could be a chance could be premature we need to understand what's driving the rebound. most of this run came back after dollar tree reported second report dollar tree reported and it gufr you a substantial acceleration sales growth rising at 2.4%. that was much better than we seen over the previous year. the company raised its full year earnings dollar tree sold traffic leaving management to say, no reason to believe that we're not with the

wind to our back holy cow they had wind in their faces. more importantly, the stores the examine acquired from family are seeing major improvement same store sales going positive. gross margins grew by leaps and bounds again, people it's really hard to move that balance sheet that fast dollar general posted a solid quarter a week later the company save for sales increase by 2.6% getting a lot better than what we've seen over the previous year dollar general boast traffic like remodeling stores selling more fresh produce the management told us the head wins starting to abate, consumers had adjusted to the decrease in food stamp benefits. dollar general believes they keep bringing if more customers by boasting the growth margins,

not to mention making the stores run efficiently. a lot of this, because both dollar tree and dollar general buckled down and did what they had to do to turn things around. plus both changins will be facig compare for next year. they should be able to continue report good earnings suddenly industry seems like it's back in business and while the stock has rallied hard they're still not that expensive. dollar general 17 times. dollar tree only 18 times. it's cheaper than walmart. if they're struggling for the better part of the year dollar stores have gotten the groove back i think both stores could go up some which is why they look so attractive when they stocks

pulled back like that did on there very day let's go to ralph in hawaii. >> caller: jd, sunday night they came out with the best best numbers. what do you think -- >> they were great numbers jd.com did report great numbers. the only stocks i'm recommending is allie barba got dollar signs in your eyes well the dollar stores make a lot of sense here. i think dollar tree and dollar general could have more room to run, i am more partial with dollar tree. i'm focusing on an unconventional holiday play. don't mismy exclusive with the company that has a hand in commerce i'll tell you if macy's need a miracle. all your calls, lightning

fire, and your edition of "lightning round." stick with cramer.

always talking about how amazon carry old fashion brick & mortar retail. take dct industrial trust. it's a real estate investment trust that knows the combination of both distribution centers dct is very much about the rise of commerce. act as a landlord for warehouses and distribution centers they ship food throughout the country. for example they lease space to

amazon dct just reported a solid quarter about a week and a half ago and the stock made a new high today giving us a 28% gain it's 2.4% yield which is nothing to sneeze at i like this story and you know that let's check in with bill hawkins, the chairman and ceo of dct. welcome back to "mad money." >> thank you >> have a seat sometimes numbers just speak for themselves 98% occupancy. no one has that. what kind of demand do you have? >> you know, could have dreamed it five years ago, not complaining today. the opportunity is pushing in cash flow. as a result, earnings have done well, a good quarter >> what was really kind of interesting, you talked about it's not necessarily, people want to be in places that

industrial hasn't been before or it's very old industrial product that needs to be redone and it just takes time. so, this is a specialty where people don't realize where they say a warehouse is a gaining factor you got a different set of skills >> you know it's different than it was ten years ago when you buy land from a farmer my focus for ten years has been go find that land, solve the problem, tear down the building, rezone it, whatever it takes to create an opportunity. it's more surrounded by it's less likely to be exposed to more supply than you want. >> that's why. when i look at the map you're basically where people are i'm used to distribution, i go i-95 from philadelphia, and there used to be the con fields and these big boxes. you sadist bugs center

but that's not where you are >> you want to be where the people are customers want it tomorrow, they want it today. they can get it today and we want to help our customers figure that out. >> a lot of your companies, jim smucker, coca-cola, they are apart of the the ecommerce chain very much too. >> they're product is being consumed a lot of ways online. >> let's say you go into new york, are you looking for abandoned factory space, is that what's best? >> we've been more focused on probably easier developed than that it might have an old warehouse on it, it could have a shopping center for example >> that's where i'm going. we keep hearing about the malls dead or dying. are they natural targets >> you know we're working on a few. the challenge is zoning.

phone wants our products >> trucks? d drs. >> trucks and noise. we're looking for insight, there's no easy formula. we need to find the solution that works for the location. it might be an abandoned or underutilized mall a former warehouse, a former factory that has environmental issues >> also brownfield >> brownfield. >> and you can use it depending on what you put in there, it's okay >> we have less exposure and we're working with brownfield developers that can help solve some of the problems as well >> i'm going to ask you about this, do you see autonomous vehicle trucks coming up to your factories and unloading right there? because you got robots inside, everything can be redigitized. >> automation is perhaps a key to productivity. the challenge our companies have

is more people than real estate. truck drivers, people in the warehouses while there may be a lot of automation they need a lot of people to get those out to skpler skmurs >> on your conference call last night, i think you guys can get them better than anybody >> well you try but finding the people is a hard challenge even our company >> okay, on the self-driving car. i was on an nvidia conference call dhl is the biggest i have the fleet all these companies are the kinds of things -- you're in contact with fedex and ups are they coming in and out of your places consistently >> the logistics company is thriving right now many are public and they're all thriving they're solving the problem that needs to be solved which is getting product through congested highways, to a

consumer as quickly as possible. >> i'm glad you came on. people always want investment real state trucks, they don't necessarily want the shopping. i want everyone to look -- before you die anything the consistency of your company is amazing. >> results is important. you want to focus on locations that will thrive over long periods of time. >> well it sure has worked for you and our viewers. that's phil hawkins. chairman and ceo of industrial trust. "mad money's" back after the break.

trust. ♪ it is time it's time for the "lightning round. play the sound, and then thel e "lightning round" is over. are you ready? first start with bill in new york >> caller: hi jim how are you? >> good how about you? >> caller: i'm good.

hoping you give me your thoughts on brinks. >> oh we like brinks i think it's a buy nicky in illinois. >> caller: the stock is rio tempo. >>ite rather own freeport. corey in new jersey. >> caller: hi jim, booyah booyah that giant fan from the state of new jersey got a question for you on cisco. >> i think when sysco report this is week i expect a d.ecent quarter. lance in florida >> caller: booyah to ya. love the show, i got a two-part question jim regarding acadia, acad with 35% in the past few weeks would you currently add to a

position to this level >> i'm going to have to do a deep dive to see why it fell down 35% let me do some work. how about david in kentucky. >> caller: i have a question about c s x. >> i think pacific is better let's go to rob from new york. >> caller: i want to thank you and your staff for what you go my stock is emb. >> i liked em bridge because it's a growth pipe i think they're fine it's got a decent yield it's got a 5% yeed and a 52 week close seems like a bargain to me let's go to add hee in indiana s can.

>> caller: i'm walling about this company lodge men, i heard about it on your company it's had good earnings for the past couple of quarters but the stock has been taken a beaten. >> it's valued at somout ranges levels i'm taking a pass on it. elliot in new york >> caller: hey gym boo ja. >> booyah. >> caller: my question is elf -- >> e lf has a decent quarter and nobody cares it's bothering me. i say go to estee lauder jordan in texas. >> caller: i was wondering what you thought about b now? >> they had oil stocks are just too rough on me. and that ladies and gentlemen is the conclusion of the "lightning

round. >>yeah, 5 years already. 5 years, hmm. you ever call your broker for help? >>once, when volatility spiked... and? >>by the time they got me an answer, it was too late. td ameritrade's elite service team can handle your toughest questions right away- with volatility, it's all about your risk distribution. good to know. >>thanks, mike. we got your back kate. >>does he do that all the time? oh yeah, sometimes he pops out of the couch. help from real traders. only with td ameritrade. what's critical thinking like? a basketball costs $14. what's team spirit worth? (cheers) what's it worth to talk to your mom? what's the value of a walk in the woods? the value of capital is to create, not just wealth, but things that matter. morgan stanley

maybe i'm sentimental, but i always root for bricks & mortar retail probably because my mom worked at lites and my dad worked at gentlewomen bl so when i listen to the macy's

and j.c. penny's conference call let's week i kept wanted to hear the retail was like it was a few years ago. they're at 19, $2.95 we heard the same kind of tale, woa, the struggling story with the only twist being a better controlled inventory in the sense they can continue to apply. there was a lot to like on the macy's call, the ceo reassured us about the balance sheet the stock 7.8% yield gave us a sense macy's here to stay j.c. penny's ceo talked about how it's a balance between art and science. i liked his comments

i wonder if it's more about science and price, because isn't that exactly what amazon offers to its customers they know what itself customers like but looking at the results. penny has to pay rent, salespeople and be ready for an on our off line purchase which means that have to have a lot of inventory, maybe too much. it's not like you can say penny is a customer base that's loyal after an overgene burned all the bridges with their customer base i like that penny is a for store within a store appliances seemed to be selling well according to the call i wonder if that's all the once huge changes j.c. penny -- here's what i really like about the new ceo

i felt that macy's stores have gotten tired but the ceo is doing everything he can to make it look better while rolling out a new royalty program. i think they should turn it over to sales.com i have a lot more nostalgia for these chains than for nordstrom or kohl's, that's because i'm in the east nordstrom and chokohl's a diffet animal it also was still adding to it meanwhile macy's is closing 68 stores penny shutting down 158. all the design to make brick & mortar art more than science

talking about something that is little or kind of hard to understand, they talk about bop us that's buy online pickup in store. bow pus for look of a better acronym. to me it all seemed a little forced only kohls has a strip mall parking lot that makes it easy to bo pus. the fact is if you hasn't start macy's up right now you throw in the tile from the get go or go 100% online. you wouldn't po bus ao pus and that's the sad fact. we wouldn't have built malls knowing the internet could be more efficient yes, there'll also be use for department stores. there's no reason they need to

stay alive which is why walmart's tieing up with exclusive lauren and tailor tonight and it doesn't shock me. yep, i am no stall jik but i too would rather stay home and order from the comfort of my couch call it buy online and get imhome isn't bo ga more like this nation stick with cramer. ♪

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>> 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." ♪ a stay-at-home mom who began her business in order to support her family. ♪ my name is kiersten and i live in los angeles, california, with my husband and my 12-year-old son and my 8-year-old daughter. i left my job to stay home with my kids, and then my husband lost his job, and so we desperately needed something to help pay the bills.