>> maybe maybe? >> definitely. >> i'm trying to be charitable. >> strong genetics on the mom side in that family. let me tell you something. macy's, that sucker is going higher. >> i'm melissa lee, thank you so much for watching. e seyou back anywhere. idea 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 jaws through trying to save you some money my job is not just to entertain but to educate and teach you so call me at 1-800-743-cnbc or tweet me @jimcrame with the dow tumbling 336 point, s&p plunges 1.42%, nasdaq plummets 2.21%

almost everything in this market has become controversial every stock. but before i get into controversies let's just say this market remains very elevated versus where it was a year ago so it's perfect law enforcement it le g legit to sell off a few. >> going into the s&p 500 still up for the month of march even down four times in five sessions it's perfectly reasonable to give that up rational to have selling and let and sure of something, the s&p is still up 1.5% for the year and nasdaq up 6.4% to listen to the people today you would think it's down huge we're going through a period where it was just too easy to make money to a new era where things are a lot more challenging so you aren't going to find many investors willing to step up to the plate on a day

like today much more likely to walk away from the market entirely which is exactly what happened you know i think it's a mistake to panic however, you do need to know what you're up against the controversies empirically and unemotionally. first information technology represents more than a quarter of the s&p 500 now, that level of concentration itself is risky because while this is a solid group with genuine leaders of hundreds of billions of dollars in market, it's prone to dramatic swoons like today's plummet we have various different kinds of tech out there. siloed, if you will, and to extend that metaphor they blew up the grainerries let's start with the social media silo this co-hurt fell apart led by facebook social media encompasses many stocks but facebook with $500 billion is a silo of its own the company's problems which have been simmering for awhile went to a boil

we discovered data gathered by facebook had been used in ways you didn't expect if you filled out a survey that includes helping to elect president trump. if you stick around i'll have more go how hard it is to bottom fish in a stock that i've come at here multiple times and recommended. as i predicted on "squawk on the street" today was not a day to start a facebook position. it was a day of soul searching for facebook shareholders because we can't believe these guys aren't more sensitive who the media says about their actions. when this breaks you can't just declare there's no data breach when all the headlines say there is and you have no responsibility when you clearly at least are being impugned with responsibility with many who use you. chief operating officer sheryl hand berg to say how sorry they were, how they'll work night and day. but facebook, how many times did you hear arrogant to describe

facebook and maybe they're not taking this kind of thing more seriously because they're just out of touch when the press calls something a scandal the company can't say it's not a scandal yet they seemed oblivious. i think that may have changed even today as they hired a forensic analyst a start, not enough. next silo, probably some others when one of its self-driving cars hit and killed a pedestrian now, any fatality is too many fatalities but from the very beginning of this experiment, everyone involved knew that we would still have them. the issue is not whether self-driving cars will have accidents, they will it's will they have fewer accidents than cars driven by humans so far the results are a resounding yes, but that's not what investors thought about today and, again, who can blame them nevertheless, there are a ton of companies involved from alphabets to intel to nvidia to

tesla among so many others and their weakness was in relation to the nasdaq sell-off intel after we met them in san francisco it was barely down keep that in mind, the whole semiconductor came to a bitter end today. alphabet was twice hammered. driverless car and about the european union floating the idea of a internet tax and jabbed amazon now, that's a lot of fang to shoot. it was multiple, it wasn't just one. oh, and this weekend we learned that apple might be making its own screens rather than buying them from companies like samsung. again, sounds a little innocuous using apple to start makes its own components which was a nightmare for the huge amount of their suppliers. universal display crushed it not all of us lost the cloud-based stocks didn't

get hit that badly look for them to bottom first. but oracle will have to start looking better after it reported the next controversial group, the banks, financial took it on the chin because we have a fed meeting with a new chair and the bas banks will get slammed if he says we only need three rate hikes. i hope he says no autopilot but it's a reasonable worry. remember the theme i keep coming back to, it's reasonable of course, the opposite could also happen, powell could say the economy is as hot as the last time he spoke that means higher rates are coming in which case we'll get a sell-off in health care, higher yielding staples and the real estate investment trust as a trade-off to the banks going higher 3% yield which many have won't protect if rates creep higher. as anyone who owns the stock of kraft heinz knows after the recent break down to a 4% yield doesn't seem to a bottom and

word of a presidential press conference on opioid drugs that could contain pointed words about drug pricing helped weigh down the pharma group too. we have the ceo of cigna who can lend thought to how out of control health care costs are. when i went through the charts i saw all banks were up and health cares were down. if we get a statement from the fed inflation is under control and do a hike and more things stay strong you could catch a rally in both sectors come thursday but thursday is a lifetime away. we know the industrials are troubled linked with world trade. no ceo outside the steel and aluminum industries want to hear about a trade warwith china or escalation in the existing trade war so the group still can't get its footing even nucor has been ripped to shreds see what the ceo of emerson electric is thinking anything oil and natural gas,

pipelines, doesn't matter got slammed today even though the oil futures weren't that heavy i continue to believe they have real issues with a turn towards renewable energy and wall street's revulsion toward fossil fuels. younger managers not buying in consumer discretionary stocks, if you want to know what could bottom first and lead it back, i think retail could do it amid the negativity the worst day again since back in february i think things could turn around after we get a couple more days like today and put distance between ourselves and this latest round of bad news don't give up on those it's just that i keep coming back to the controversy issue. not because i want to scare you, heaven knows, there are people who are better and more regular frightening you than i am. the problem is it's real not faux concerns which would make this easier more natural than it would have started today, the legitimacy of worries can't be denied.

don't be afraid to sell something to raise cash. bottom line we told club members that it was not too late to sell an earlier portion of the day, not at the end and net sellers of stocks. that's rather atypical for me. usually i'm a net buyer for days for the trust but too much is wrong to whistle past anything yet alone the pseudograveyard of tech there will be stocks to buy tomorrow but let's get better prices and more oversold levels before we take the leap. to daniel in new york. daniel >> caller: hi, mr. cramer. i love your show >> thank you. >> caller: margins and lower debt than many of its xetties but jamie dimon and jeff bezos not to mention the political head winds, so i'd like to know if you believe they will ultimately hinder a massive

growth potential >> which stock exactly are we discussing >> caller: mckesson. >> mckesson, no, not yet i think it's part of a distribution business that people don't like and we have to wait for lower prices. not regarded as being anything you want to commit capital good, yes. do i want to commit it to stock, no rebecca in new york. >> caller: longtime follower on cnbc and first-time caller congratulations on 13 years. >> well, thank you how can i help >> caller: well, i've been following the market for ten years. my grandfather retired to florida from alcoa in 1978 after 30 years at the davenport, iowa, plant and my question to you as a major american industrial business, how do you think alcoa will do with all these tariff

talks? >> it's an excellent company the world is no longer glutted in aluminum as it was. congratulations to your dad working at that davenport facility boy, alcoa, those facilities are so well run, but be careful, i think that the stock would be, let's say -- it will move a little bit in rough ever seas a then be right again. among everything is controversial. i have to tell you don't be afraid to raise some cash on stuff you're up on "mad money" tonight with facebook down, what should your next move be with the stock my take then even if you're tough on the averages, etsy is doing well and how will cigna's $52 billion purchase benefit the stock? let's hear from the ceo. 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 @computernbc.com or call us at 1-800-743-cnbc miss something head to madmoney.cnbc.com. whoooo.

when it comes to travel, i sweat the details. late checkout... ...down-alternative pillows... ...and of course, price. tripadvisor helps you book a... ...hotel without breaking a sweat. because we now instantly... ...search over 200 booking sites ...to find you the lowest price... ...on the hotel you want. don't sweat your booking. tripadvisor. the latest reviews. the lowest prices. we cut the price of trades to give investors even more value.

and at $4.95, you can trade stors will always be.

looks like we got a new d dichoto dichotomy, the fundamentals versus who cares about the fundamentals that pretty much sums up what we saw in a bunch of stocks but i want to focus on facebook. full disclosure we own it for the charitable trust but recently trimmed our position for the first time in ages i thought we were being too greedy bears make moneys. hogs, slaughtered. too juicy it seemed to keep everything on the table. normally with it down 7% in a single session i'd be tempted to start buying it back facebook now sells for just 19 times next year's earnings estimates. 19 despite the company has 47% revenue growth and while the large numbers make it harder to

deliver that growth it's not like you are paying some pie in the sky multiple for it. it's absurdly cheap as cheap as the average stock now and it's lucky to gross sales of 4.7%, not 47% so why not hold your nose and buy there are many reasons but they can be boiled down to a simple idea it's just too hard right now why? because nobody cares that facebook stock trades at a cheap price earnings to multiple they can't take the pain they don't want this address >> the house of pain. >> seriously do any of the sellers honestly believe that people will stop using facebook or instagram because the company lets some political consultant misuse your data before the election does anyone think because of cambridge analytica was owned by some outfit in the uk with ties to russian and steve bannon, i'm not going to post anything nil

because of that. does any advertiser say time to cut back my question successful ad business because facebook didn't do enough to protect its users who filled out a survey a few years ago? are they going to cut their nose off to spite their face? no the viewers are still there. the company is still growing the advertisers know facebook is still the best way to reach customers which is exactly what we heard just last week from clorox's ceo, one of the most forward thinking ceos. they all come under the headlines of the fundamentals. the facts about the business and how it's doing that's what we care about in "mad money" which is why i think the issue here has nothing to do with facebook's numbers or price earnings the issue people don't care about the fundamentals they think the stock is expensive at any price at the moment and don't like the controversy or management's tone deaf response. nothing to do with this headline risk, end of story here's what i know about situations like this three things have to happen to the stock of facebook before it

can bottom one, the stock stopped going down on headlines involving what i call soft issues that don't directly impact earnings two, the company itself has to get ahead of the news flow while consistent narrative and has to have one about how it recognizes do no harm has to be front and center not helped by their spokespeople arguing the cambridge analytica is not a story. even if the company thinks this is all trumped up nonsense they need at least to pretend they take it seriously. and finally the big profit-taking needs to come to an end to the point where new buyers and sellers from much higher levels can't believe they have a chance to buy the stock at low levels because of salacious headlines and foot in mouth executives when it's down over ten points in one day you would like to say let's do buying. many more say i'm up so much who can take this. why not just sell. >> sell, sell, sell. >> the sellers are what we call in charge. no need to fight people who

don't care about valuation way too powerful i say let them exhaust themselves before you venture into the stock the worse that happens you're too late that's the small price to pay versus the risk of being blown out. after the second or third or maybe even the fourth day of bad headlines although i am telling you right now i doubt it will last that long much more "mad money" including my take on etsy trying to remake retail could it manufacture profits then with news cigna is buying scripps, it's changing i'll sit down with the ceo to see what's ahead and sparks are flying at amazon but can the stock continue to amp up the juice and plug into profits? i'm shining a light on the company. stick with cramer.

thank you so much. thank you! so we're a go? yes! we got a yes! what does that mean for purchasing? purchase. let's do this. got it. book the flights! hai! si! si! ya! ya! ya! what does that mean for us? we can get stuff. what's it mean for shipping? ship the goods. you're a go! you got the green light. that means go! oh, yeah. start saying yes to your company's best ideas. we're gonna hit our launch date! (scream) thank you! goodbye! we help all types of businesses with money, tools and know-how to get business done. american express open.

on a day like today when the tech cohort is getting slaughtered en masse i like to go more positive and take the other side of the trade. worth remembering that we want many of these stocks to go down. stocks get cheaper when they go lower for the most part and there are fabulous stories almost never giving you pullback consider etsy, the commerce platform that's become the best marketpace for handmade goods. it's a very hip amazon now i was very skeptical about it when it became public in 2015 stock became public at 16 bucks, intraday of 35 right out of the gate which is when i cautioned viewers and said it was too risky to trust and came down plummeting to the midsingle digits but those much lower level, i had to start wondering, it made it more intriguing and gave it my blessing in 2016 not

long after they reported surprise profit. now they've gotten their act together and my wife fell in love with the platform it's more than tripled and etsy has been a huge winner and recommended it again last august if you listen, 78% gain. now, that's a colossal run and i don't blame a soul for wanting to take some profits which is what i saw today but the great thing about etsy, the reason why i feel comfortable accident recommending it is this move has been 100% fueled by the company's amazing earnings see, it's all about the fundamentals and this is exactly the kind of story that will work regardless of whether or not facebook botches user data during the election. the fundamentals are great and when you have great fundamentals you can feel confident about buying a stock in the weakness i was thinking about etsy that the thesis kind of like, yeah, an animal in the woods has no

natural enemies. a lot of people were worried it would be steamrolled by amazon and to the retail desk launched their own place for handcrafted goods. etsy may have nothing to fear from amazon. at least for the moment and that's how beloved their platform is. we know that because etsy's most recent quarter was a gigantic blow-out any chance to buy it is an opportunity. why do i like it so much here's what you need to understand it's been a godsend for small businesses in handcrafted goods and the idea their platform gives its community of nearly 2 million sellers that have to compete and while amazon is trying to move in they don't come anywhere near etsy breadth of handmade merchandise, however, this was one of the things that made etsy's stock a pariah during the first year of its ipo. and october 2015 amazon rolled out that handmade by amazon business which many figured

would be an etsy killer. not only did they survive they continue to thrive like never before they've got tens of millions of handmade items for sale. you ever see my daughter's pillows on there i bought some. amazon doesn't have 1 million and etsy improves their own platfor making themself a partner and it makes it difficult for anyone to swoop in and poach business with improved search function, thank heavens and better recommend agents, when amazon came at them, they resolved to beat the retail death star at their own game and that's what they've done last year they swapped out and they didn't miss a beat and april 2017 the company brought in new cfo from leaf group, very impressive then when etsy reported disappointing quarter the board of directors forced outs old ceo and replaced him with josh silverman, savvy, technology and finance exec with experience at

skype and nice pedigree. the company brought in a new chief technology officer and improved systems were very sloppy and can this new team deliver. when they reported its latest quarter they knocked it out of the park the company delivered a three cents earnings beat and higher than expected revenue up 23.6% year over year and higher gross merchandise sales and now 1.93 million active sellers. 33.4 million active buyers and rapidly growing mobile business even better four-year guidance and retail partner saw fabulous sales acceleration thanks to the company's recent initiatives seeing strong growth and 2018 is looking like it will be a great year and conversion rates and percentage of people who click on the site and buy something increased for the first time in a while. despite the fact that mobile conversion rates tend to be much

lower than what you get. that's why the stock jumped more than 20% on news and since then they tacked on another 10% gain. that is an epic run which is why i'm glad they're putting back with the rest of tech down 1.66%. i say ideallybecause the sell-off is nothing to do with etsy and i believe it will bounce back once investors calm down and the smoke clears plus i like it is migrating to the cloud, usually google's cloud service which is excellent and long term it will help them grow the business although might be shorter term payments. there was a meeting with the company's new ceo and how they're using technology to boost merchandise sales and sales of retail partners up on the platform and using artificial intelligence to improve its search function and made it easier to navigate and more transparent shipping and trying to do what amazon does

and put it together and have you an incredible story. when they went public it looked like it will be run as a nonprofit cooperative that didn't seem to care about earnings now it's turning nice profit sure, it looks expensive trading anext time's earnings but you need to look to the out years to get a better sense of valuation. etsy on to 21 nine times earnings lot more reasonable, still expensive. if you believe the company can deliver on its projections or beat them then it's worth owning and only gets more attractive. i think you'll have no trouble beating the numbers because they've been giving you upside surprise after youside surprise. this was an ugly day for the stock market but stay calm approach sell-offs as buying opportunities at least when it comes to high quality stocks of companies with great fundamentals etsy's stock got hit today but its business is in amazing shape. you have my blessing to pick it up here right now tomorrow

even more if the pain continues which may be the case given the ferocity of the nasdaq portion of the sellout albert in flashgs albert >> caller: seems like i've been watching you for 30 years. jim, macy's. a year and a half ago, 70, bottomed out and coming back nice new management in there. great yield. what do you think of this turnaround. >> i thought jeff had great things to say. i had been following this man intensely from when we recommended it i'm not backing away can the stock have a backup? absolutely but macy's do doing everything right. including fixing that balance sheet. all right. listen, ugly day but that's when you go shopping for opportunities. look at etsy my blessing to start picking things up. my exclusive with cigna, the stock is down 18% despite its

monster acquisition. maybe it could be worth buying and could emerson continue to shine bright with the stock up 25% last year, i'll sit down with the ceo to see if it can continue all your call, rapid-fire and the lightning round so stick with cramer. hi, i'm bob harper,

and i recently had a heart attack. it changed my life. but i'm a survivor. after my heart attack, my doctor prescribed brilinta. it's for people who have been hospitalized for a heart attack. brilinta is taken with a low-dose aspirin. no more than 100 milligrams as it affects how well brilinta works. brilinta helps keep platelets from sticking together and forming a clot. in a clinical study, brilinta worked better than plavix. brilinta reduced the chance of having another heart attack... ...or dying from one. don't stop taking brilinta without talking to your doctor, since stopping it too soon increases your risk of clots in your stent, heart attack, stroke, and even death. brilinta may cause bruising or bleeding more easily, or serious, sometimes fatal bleeding. don't take brilinta if you have bleeding, like stomach ulcers,

a history of bleeding in the brain, or severe liver problems. slow heart rhythm has been reported. tell your doctor about bleeding new or unexpected shortness of breath any planned surgery, and all medicines you take. if you recently had a heart attack, ask your doctor if brilinta is right for you. my heart is worth brilinta. if you can't afford your medication, astrazeneca may be able to help.

some stocks just can't seem so catch a break a week and a half ago we learned that cigna, the gigantic health insurance provider is buying express scripps, the pharmacy benefit manager, you might know them as pbm in a giant deal. the parke's response, cigna stock has been crushed and this was already after it had been taken to the woodshed during february's big sell-off in late january this was a $226 stock. the market clearly does not like the deal but what if the

market's got it wrong? that wouldn't be the first time especially if they had a spotty track record but it's one of the best in the industry so with the stock getting clobbered once again today could this represent real value here? let's take a closer look with david corps danny, ceo of cigna to hear his side welcome to "mad money. >> thank you. >> there's no such thing as a do-over because it's the stock market but i need you to walk through the rational because i think there's a lot of things as i said i know i liked particularly things like accretion so giving you the floor. >> we're a health service company and bigger things than accretion. it starts with having the right products and services that are affordable, are of high call and help people live better lives. with the combination of express scripps we'll be able to do it for even more lives and keeps

health care more affordable. have higher quality and connect better that's what the net story is here. >> let's take it from the point of view first of what some people thought cigna was on a growth path to do which is that, you know what, we kind of liked cigna without an acquisition and didn't feel one was necessary but you were doing so well, what do you say to the people who say, listen, my cigna was fantastic. what happened here >> i think we'll start with my cigna was fantastic and still is we grew greater than 10% and over 30% shareholder return over the last six years but change and innovation is required and we're an innovative company and enables us to have more lives to touch and takes capability pharmaceutical capabilities 20% of total health care cost, not long ago they were 10% and specialty pharmacy which is the fastest growing health care cost, brings them together to align them with medical, behavioral, population health and our physician alignment program so cigna will be even better touching more lives in a better partner.

>> i'm coming back for you again. cigna had a great pharmacy benefit manager. why do you need another? >> we built our own and been -- >> fantastic >> so when you look at this, this is not the acquisition of a pharmacy benefit management company but broadening of capabilities more lives to touch. 80 million the ability to further accelerate the affordability equation so lowering health care costs, cigna delivered the lowest medical cost trend every year for the last five express scripps delivered the lowest pharmacy trend and lastly expanding distribution you know how important it is, selling to more client, more health plans, so capabilities, reach, quality, affordability. that's what this is about. >> all right, so let's take express scripps. a lot who felt, wait a second. these guys, they lost a big customerment maybe they're in a secular declining business >> we don't see it that way. take pharmaceuticals as just an

example. the number one cause in the gap in health care in america so quality issues typically tie back to a pharmaceutical wrong drug and dose or duration so it's a high intimacy play two, 80 million customers in a growing book of business even with the transitioning client. even including the transitioning client this combination women be accretive in the teens, in the first years even after you exclude that transitioning client and taken that into consideration, we'll have a growing chassis, broader capabilities >> now, from my point of view why i felt in the 170s was a buy i happen to have been a long-term supporter of united health and i like them because they were from optum, and a terrific insurer this looks a lot like united health when they merged but a

lot cheaper. >> i appreciate that i think we're a great value. when you look at united health care, great corporation, great corporation, great series of assets our capabilities will have the ability to serve employers, serve health plans, serve governmental entity, some of the differences, open architected so the ability to work with a variety of technology platforms and open access, not propriety or physician capabilities. cigna has 500 partnerships today with physicians and hospitals and then choice base being able to have either digital access or retail access. at home access or in your physician's office or at a clinic at your employer of choice so the ability to have that choice, accessibility and partnership capables is what we're all about. >> i know the first leg down had to do a lot of people felt with this amazon berkshire hathaway jpmorgan teaming up to find a way to lower health care costs

and know from when you were on squawk on the street you spoke to them. give me the difference between why you may still have a unique selling proposition and maybe unique for the customer. >> when you said the first leg down, when that announcement took place, cigna's stock went down because we're largely in the united states and an employer sponsored offering and prove we cannot just grow but by being consultative and having solutions to make them healthier and make their businesses better to your point if that joint venture has legs and takes off they're going to need a service partner and provider of choice we'll be well positioned whether it's in amazon or whether it's the department of defense. whether it's health plans or whether it's high performing physicians. >> none of these companies feel you add to the cost. >> we take cost out by improving quality. so at the end of the day the way to takecosts out is to improve quality, the way you improve quality is improve somebody's health or help them get the best possible care and coordinate when they need it with the

physician sdmrz all right. terrific i'm so glad you came on to explain it, down 50 or 60, such a high quality company and say it's accretive and i get the proposition. thank you to david corps danny, president and ceo of cigna look, certainly not paying the top dollar for it and the think the rationale makes a ton of sense to me. "mad money" after the break. i'm very proud of the fact that i served. i was a c130 mechanic in the corps, so i'm not happy unless my hands are dirty. between running a business and four kids, we're busy. auto insurance, homeowner's insurance, life insurance policies. knowing that usaa will always have my back... that's just one less thing you have to worry about. i couldn't imagine going anywhere else. they're like a friend of the family. we are the cochran family, and we'll be usaa members for life. save by bundling usaa home

and auto insurance. get a quote today.

it is time, time for the lightning round. >> buy, buy, buy. >> sell, sell, sell. >> and then the lightning round is over. are you eady, skee-daddy time for the lightning round adam in colorado adam >> caller: boo-yah, jim. thank you for taking your call and stock wisdom my question is regarding oclr. is that a long-term investment. >> they had a good quarter and optical space is high. do i buy a stock like this all the way up there after this getting hit in technology? let's wait a little bit. i bet you get that stock under 9. let's go to dale in minnesota. dale >> caller: jim, thanks for all you do for cray america and for

being our bridge over troubled water. >> thank you. >> caller: i'm calling about sfi. >> when i've gotten involved with those companies, you know it's been a mistake so i'm staying away and let me just add it's a $300 million stock now. >> let's go to jack in ohio. >> caller: longtime fan. jimmy. thanks for all your help. >> thank you >> caller: vtr >> okay, it was money in the bank and i know the real statement investment health care portion is very, very weak but i'm not going to run away from deb's work i think it's okay. to ed in new jersey. ed >> caller: hey, jim, big hello from south jersey, the real garden state. >> fair enough, philadelphia's own. what's going on? >> caller: i got cg and bought

at 23. is it a buy? >> you know what, you bought at 23 yes, it is a buy and has 6% yield and very smart guys. i like that idea dan in ohio. dan. >> caller: buckeye state boo-yah to you, jimmy. what's going on? >> all right my stock is down 30 points since the beginning of february. do you think they're red -- >> caller: i'm not walking away but i thought the quarter was incredibly strong. talk about china which i think only does, you know, somewhat affects it but people have been running away from the stock and i think that's a mistake ken in new york. ken. >> caller: hey, jim, i've got breaking news. new york jets fan for over 40 years. i'm done but i'm staying green. i'm officially an eagles fan >> right there right here, can you imagine that i just got the miked up version of that super bowl game which i think about the moment i get up

and get to sleep, how can i help >> caller: what do you think of si naynaptics synaptics? >> i thought they thought they would bring it in-house. it didn't. we had the ceo on. freida in new york >> caller: hello. >> you're up >> caller: hi, jim i'd like to know what you think of aig, it goes down every day. >> it does go down every day when i was doing the charts this weekend i saw the only insurance company that isn't doing well. i suggest you go with travelers. betsy in texas >> caller: boo-yah, jim cramer from one of your biggest fans in north texas. >> i'll take it. i love north texas let's go to work. >> caller: thanks for all you do for us small investors i would like your opinion on my stock, camping world holdings. >> i like the thesis of outdoors i think it's been kind of caught up in some of these issues involving let's say firearms and

gander mountain and always welcome on "mad money. how about charlie in new york. please, charlie. >> caller: hey, jim. how are you doing? >> very well how about you? >> caller: as for your recommendations a few months ago i've been buying research. last monday i was set to take profits in the morning and then the bottom seemed to drop out and during the rest of the week the price drifted lower and today dropped like a stone what to do. >> lam research hit 234 last week i mean, there's a lot of stocks that hit the new high last week coming down. if you want to take profits i get it this is an inexpensive stock based on 2019 earnings and that's the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade what's the hesitation? eh, it just feels too complicated, you know? well sure, at first, but jj can help you with that. jj, will you break it down for this gentleman? hey, ian. you know, at td ameritrade, we can walk you

through your options trades step by step until you're comfortable. i could be up for that. that's taking options trading from wall st. to main st. hey guys, wanna play some pool? eh, i'm not really a pool guy. what's the hesitation? it's just complicated. step-by-step options trading support from td ameritrade

and i am a senior public safety my namspecialist for pg&e. my job is to help educate our first responders on how to deal with natural gas and electric emergencies. everyday when we go to work we want everyone to work safely and come home safely. i live right here in auburn, i absolutely love this community. once i moved here i didn't want to live anywhere else. i love that people in this community are willing to come together to make a difference for other people's lives. together, we're building a better california.

how concerned should we be about the big multinational industrials. it had been on fire but everyone is fretting about potential retaliation for president trump's new steel and aluminum tariffs. take emerson electric, emr, they are and always have been the best at what they do emerson is about fluid handling, tools and climate control. it roared higher last year along with the rest of the group and hit a snag emerson tried and failed to acquire another company but it

last come roaring back to new all-time highs, and while it lost some of its groove lately down 4 from its -- from its high the thing is, you have to understand despite all of the new big picture worries, emerson has been putting up excellent numbers. last month they reported a strong quarter and raised earnings is that enough to let it triumph over a much more challenging stock market i think the stock will be at an all-time high. david farr, the chairman and ceo of emerson electric and chairman of the national association of manufacturers get a better sense of how the company is doing and where the economy is headed and welcome to "mad money. good to see you, david >> great to see you. >> i'm honored that you have come i think there are people, i know that have to understand i play with an open hand. we met in the '80s and just a remarkable company and have to ask you right here, you are having an incredibly strong year which divisions are leading? >> the automation solutions

business, automation business around the world is very strong right now. particularly strong here in the united states. all the investment in oil and gas and investments starting to see around the world clearly the tax plan helped us a lot. the regulation plan and as you said, they're not back a little bit on the steel tariffs issue which we'll have to deal with. >> do you agree with me there is a bit of an industrial renaissance in the country or i know you've been quoted as saying, we're back from where we were from 2002 to 2007. >> i think it's focused on the tax reform act, the tax cuts act and it's going to drive investment which we've had an underinvestment in the united states for too long. you've been involved in it for a long time. i've been 36 year, 17 as ceo a couple of stat. >> sure. >> you always talk about our dividend 63 years, so as ceo i basically raised it 14 billion chuck put out 17 billion so $24 billion in that 63-year time

period a lot of cash for our shareholders. >> well, you just gave me so something to cheer about and saying you're volk ago it's been great. do you think maybe with tax reform you have to take the tariffs and that's just part of the package? >> it's part of the package. i think we'll work through it and i think it knocked it back a little bit we took three steps forward, one step back. but we're going to work our way through it from the standpoint of a cost they'll go up a little and be a little more inflation in the marketplace but we've done this before bush put them in too the biggest concern is there going to be any retall indication down the road from other companies and i think this is one is goingto be played out. c kudlow will dampen the president and make him focus. >> let's talk about larry. you can pick up the phone and call larry any time. will you say, china, we do a lot -- you're on the u.s. china business council let's not be too hasty here.

china has good attributes. your chinese numbers are extraordinary. >> we're up like 20% the last quarter. but the issue of china, we know china has been taking advantage of us for years and years. now, i got a great example of what happens in china and the united states. in the united states we make garbage decision post-- disposas our competitor comes out and it costs between 10% and 20% tariffs. they sell in the united states, no tariffs so that's a big issue. that's something we have to deal with and i think that in discussions with the president, and i think larry is the same way, there's got to be a refocus in getting other countries involved to say, china, you're grown up you're no longer emerging. you've emergeds a global competitor and ago like one and treat everyone fairly. >> you're the chairman of the national association of manufacturers. you're not coming on the show and saying, we have got to do great business with china which the president would stop all this. >> yeah, i think from my standpoint at nam, you have some members local.

some -- we have 14,000 members and some are global, international, emerson and ges honeywell. we have to do business in china. second largest market and it will be for a long time. we have to do business now, i think as i've told the president, yes, we need to change it's like that have that we need to refine it you have to refine it over time. the president understands that he just has a different tactic new jersey approach. iron fist and hit things and then you try to knock them back in line. the midwest we're a little softer. >> yes, you are. now, you did attempt of an acquisition which would have been dynamite. rockwell and did one of pent do you look at the ge where john flannery said we have to make sales and mouthwatering opportunities. >> we see unique assets that we'd love to get our hands on. from the standpoint of i'm

hoping he will raise cash. the baker hughes, they have to unwind that and assets i'd like to buy but unique and our approach right now, growth rates can be somewhere around 6%, 7% with the acquisitions we'll be 15% to 20% growth and would like to do more for 2019 and 2020 that's what i'm looking at. >> one last question i've been following you forever. if you were to tell me that things have slowed and you're worried, you would if you told me things are good and you're excited you would which is it. >> i'm still excited we'll grow this quarter. the one we're in 7% and earnings up over 20%. for the second half we'll be in the 6%, 7% growth rate and i think our earnings will have a phenomenal year. tax reform is good regulation reform is good. investments are going. i think there is a huge investment going on in the united states. i got three announcements in the united states right now worth about $300 million and investments in u.s. manufacturing and so i firmly

believe the u.s. will have a good run and see a lot of european companies come in and it's going to be a good year. >> thank you. >> i'm not worried >> it's exhausting on some of these days and not just midwest optimism it's empirical optimism. david farr, chairman of emerson electric i need you look up this company. they have put more money in people's pockets than just about any company i've ever seen stick with cramer. when equipment is broken, it means lost revenue. trusted choice independent insurance agents offer special protection that could help replace or repair damaged equipment and provide lost business income. they represent multiple insurance companies and customize coverage to help businesses get back to work. announcer: to find an agent, visit trustedchoice.com. or you could you cexperience it for realnship at the lexus command performance sales event.

lease the 2018 es 350 for $339 a month for 36 months. experience amazing at your lexus dealer. - anncr: as you grow older, -your brain naturally begins to change which may cause trouble with recall. - learning from him is great... when i can keep up! - anncr: thankfully, prevagen helps your brain and improves memory. - dad's got all the answers. - anncr: prevagen is now the number-one-selling brain health supplement in drug stores nationwide. - she outsmarts me every single time. - checkmate! you wanna play again? - anncr: prevagen. healthier brain. better life. 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 here we go again, yeah, facebook's finished. amazon is done alphabet, why buyer. how many types have we buried them, always just to find them resting going down and then you got to buy them. i've got to tell you, i do not think it will be any different this time. but let's stay patient i always say that's a bull market somewhere i promise to find it right here for you on "mad money. i'm jim cramer 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." ♪ gonna be so much fun. i know. man: five, four, three, two... narratofirst into the tank is a duo with an accessory to make high heels more functional and comfortable. ♪ -hi, i'm monica ferguson. -and i'm becca brown.