>> avis budget. >> dan >> microsoft. >> guy >> big oa tomorrow. >> huge, always big. >> tivo that thing. >> don't even. >> i'm melissa lee, thanks so muchor f watching. see you back her meantime, "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. i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to save you money. my job isn't just to entertain but to teach you call me at 1-800-743-cnbc. or tweet me @jimkramer surprise this market can still guff us a sustained rally that doesn't peter out at the end of the session. what made this possible with the

dow climbing, let me walk you through the confluence of bullish events we got not two but three excellent meaning numbers today. blackhawk reported an extraordinarily strong quarter perhaps foreshadowing bank earnings all these negatives they were ran up against in the quarter escalating trade tensions, a flattening yield curve, market volatility, yet blackrock still made a killing that call gave lots of investors the conviction to buy. >> buy, buy, buy >> i'm telling you it was an inspiration to purchase. we got positive number from

delta air lines. again, the company faced a huge head wind, the price of oil, principal cost increased by 20%. higher average fares and more traffic. delta is optimistic about the future given the recent tax cuts the market often lives and dies by the transports and can't have a better sign of the health than this quarter from delta. travel both personal and business is strong and that is positive implications for tons of different stocks, many eagerly snapped up all day then early this morning, costco. remember, it reports this monthly same-store sales they were in insanely stellar, up 6.7% excluding gasoline which is what you have to do when wall street was only looking for -- they were only looking for 4.6% lately we've been worried about retail sales because numbers we get from the government show punk sales i was getting nervous and i

think the economy is strong and consumer is good but fortunately versus that commerce data costco has one of the largest retailers in the country. they're huge i'd rather trust their numbers than any government statistics which made me feel terrific about the consumer and, oh, the report could not come at a better time because last night when i was leaving here, bed, bath & beyond reported earnings and gave you a forecast that was a horror show. dramatically below what everybody was looking for and what anyone expected now, i know that bed bath have a lot of irons in the fire but they are being crushed by amazon i just can't find much at my bed bath that i can't buy on amazon and then delivered right to my house. what would make me actually want to go to bed bath and make a purchase what would entice me what would get me there? how about if the authorities

don't catch the thief who keeps stealing all my amazon boxes that get left on my doorstep when i'm at work i'm livid. three days of stealing now if this keeps up for a month, two months then i'm going back to bed bath and start buying things i buy on amazon prime maybe that's why it was down 20%. the price of oil went down for a nano second. we've had the worst leadership imaginable, the oil, the big, the small, it doesn't even matter they've been the hottest stocks and strictly zero sum and when they go up everything else goes down say in the deflation aerovironment, no growth, the economy is shifking but, oh, we got the opposite, the economy is growing and the last thing anyone wants to see is multiple rate hikes done in by commodities. i watched chevron, exxon,

halliburton tore what we did with bob lange and the whole way i kept wondering if it would stop today's session in the red, market was able to catch its breath that said, oil might still have more room to run while the stock market was strong msnbc reported that the recent tragic deaths in syria were caused by chemical weapons and makes it more likely the u.s. government will intervene and causes tensions anywhere in the middle east can send oil higher and cause the stock market to give back its beautiful gains. instead of oil leadership we welcome back leaders that i thought they had taken a walk. they're still breathing. i'm talking about tech with mark zuckerberg no longer in the hot seat on capitol hill, buyers returned to the semi conductors social media except for facebook. i think there was a concern congress would go after the big

tech companies, no, not this congress after today though i think buyers figured out whatever facebook's problems are, they're going to be let's say facebook is alone, facebook specific. i watched certain semiconductor companies and micron, a basic building semi had its first really good day since the report of a blockbuster number that set its stock into a sickening slide. but now micron is back up over 4% today excellent news for the group intel better after being punished for no particular reason broadcom, abgo tacked on ten points after the closing bell. honestly after it rang they announced a $12 billion buyback. something i've been saying would happen if it would ever go higher then nvidia, once the hottest of the hot finally rallied. shaking off endless calls that

its earnings would collapse due to a slowdown in crypto currency i think it's ridiculous to link this terrific company to any of the crypto currencies but with the crypto currencies bouncing nvidia's stock surged higher not what i want to see i prefer them to rally because of the datacenter, but because of the way it's been blasted i'll take anything i can get another key portion of the bull case, no presidential tweets no threat to russia, that doesn't mean there won't be any retaliation for what involvement russia may have had that's made a habit of gassing its own people, we didn't get a tweet about it or an attack on the fbi or special prosecutor robert mueller about what the president called fakereporting on how he wanted to fire mueller in december no anti-amazon tweets so that stock tacked on 21 points. that is just the best stock to own when the president doesn't tweet. the absence of fiery tweets is a

real positive for the stock market plus president trump was out on the stump, he's like elected, doesn't matter saying chinese trade talks are going well and there were press reports the president may be considering re-entering the transpacific partnership for mul multilateral trading talks why does the market like that? then it makes it seem like trump is not a total protectionist could a big shift be occurring interesting coincidence, larry kudlow is now the chief economic adviser. even the whiff of possible trade cooperation was enough to send industrials flying too many tariffs the group would collapse today they weren't led by boeing and caterpillar. remember those two hasn't happened since tariff announced steel and aluminum tariffs. bottom line if we know one thing about 2018 it's this market

can't get a full head of team going. without running into contrary data points. today are a powerful reminder that good things can still happen and you need to stay the course dave in illinois, dave >> hey, dr. cramer, on a lighter note i'm wondering if anybody in the cramer household has advised your dogs, bug and everest, aka nvidia that on the chinese calendar this is the year of the dog. >> so stupid i mean, no, i'm sorry. they're trying to figure out the calendar they haven't mastered it but you know what, everest started answering to nvidia just when nvidia started getting hit is that dog as dumb as a bag of hammers. what you got for me? >> caller: you viewers know you have liked the stock in the past but all the more reason to like i think, talking about the cme group who recent acquisition of

nex will give them european reach and exposure into fx and treasury markets world's leader in future markets. am i fool chasing rainbows. >> no, dave, count me as a believer i'm going to give you another one and throw in i.c.e i love these exchanges thanks for remembering bug and nvidia's names i renamed bug chevron during that run-up in oil chevron is doing better than nvidia kurt in wisconsin. kurt. >> caller: boo-yah-ski. >> we got fired up callers i'm loving this show hit me. >> caller: congratulations to the philadelphia eagles. >> congratulations to every philadelphia team. i mean it's unbelievable i was watching, they snuck a sixer game in last night and i watched the phillies in the 12th inning and kept telling my wife i kept texting dave faber. >> caller: our relationship has

been good for us too >> true. >> caller: my question is, we're worried about a lot of thing, a trade war, a war are russia, pulling out of nafta, impeachment. i heard constitutional crisis today. with the strong fundamentals in the market, what is your take if none of this crazy stuff happens? >> what you saw today, what the market looks like when there's no craziness, when sanity returns which, of course, is not a given at all we got a nice rally which is why i say stay the course because in my own little existence it's good wow, the bulls can put on a show this is what it looks like when you have positive forces come together it won't be here to stay "mad money" tonight, what worries over syria or another saturday night massacre could mean for your money. then for the past three years very few stocks better to own than cat but with shares of the company getting crushed lately, i'm going to dig in and tell you which play could be hot on its

heels and forget the f.a.n.g.s, i noticed a lesser name worth owning stick with cramer. don't miss a second of "mad money. follow @jimcramer on twitter have a question, tweet cramer, #madtweets send jim an e-mail to madmoney arizonacnbc.com or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com. experience the 2018 lexus nx and the nx hybrid with a class leading 31mpg combined estimate. lease the 2018 nx 300 and nx 300 all wheel drive for these terms.

experience amazing at your lexus dealer. while john kept hearing no he focused on building the business that has millions of customers with a valuation of more than a billion dollars john says this is just the beginning. for more watch "your business" weekend mornings 7:30 on msnbc we use our phones and computers

the same way these days. so why do we pay to have a phone connected when we're already paying for internet? shouldn't it all just be one thing? that's why xfinity mobile comes with your internet. you can get up to 5 lines of

talk and text included at no extra cost. so all you pay for is data. see how you could save $400 or more a year. and get $200 back when you sign up for xfinity mobile and add a new line of unlimited. xfinity mobile. it's a new kind of network designed to save you money. click, call or visit an xfinity store today. investing, it's all about dealing with uncertainty but, man, there are few things harder than trying to predict what this president will do. will he intervene in syria or not? will he fire the special counsel or not i know he tweeted if he wanted to fire mueller in december he would have just fired him. and said missiles may or may not be launched any time soon. who know, especially now that we've confirmed the assad regime used poison gas on men, women

and children not far from damascus let's talk about what these two issues could mean for the stock market first, the possibility of a special prosecutor firing. something that many still worry could happen this very weekend to assess the potential impact we need to go back to october 20th of 1973 when then president richard nixon decided to fire the special prosecutor investigating watergate. the prosecutor himself archibald cox was considered beyond reproach cox was a professor at harvard law, one of the keenest object i have legal minds in the country. one fateful saturday night mixon reached out to the attorney general of the united states of america elliott richardson and told him to fire cox as only the attorney general, not the president had the right to terminate a special counsel. richardson refused and then resigned as did his number two william ruckleshas

why do we care the so-called saturday night massacre set off a terrible slide in the stock market. with the dow plummeting 20% over the next few months. the firing helped build a groundswell for his impeachment. it's hard to imagine him getting impeached not while the gop still controls the house but if he proceeds with his own version of a saturday night massacre which seems like a real possibility it is cerp going to be bad news for the stock market >> sell, sell, sell. >> how about syria it's not syria itself trapped in a devastating civil war but russia as there may be as many as 8,000 russian advisers down there supporting the government of bashar al assad, who made a habit of gassing his own people. it seemed like trump wanted to retaliate now less certain either way the fact this is on the table

injects a whole new level of uncertainty into the stock market but here's the thing, these problems have been dissected endlessly by every major and minor news media outlet but what worries me this comes right before earnings season when we care about the micro numbers, not the macro the issue is the timing. both of these potential events could cause interest rates to go down part of a flight to quality just when the banks need rates to go higher and start reporting tomorrow and will set the tone we should also expect oil to start spiking again giving us higher gasoline prices and a headwind for oil users like the airlines or cruise lines, both important to the transports and, yes, again to the psychology of the market look, i don't want to sound callous or cavalier about the atrocities of the assad regime but then again you know me i'm a stock person, i'm not a political person it's my job to try to figure out what events, what future events might impact the market and which way. and if trump fires mueller or

gets into it with the russians over syria, the impact willing negative ultimately what can you do if either of these things actually happens? they may seem obvious to people who pay close attention to the headlines. you and me but believe me obvious and predictable events can still cause stocks to get crushed. so what should you do after this run, i say if you haven't put any money to work during this volatile period, why not wait for a better entry point now there are too many political issues in play and i haven't even discussed the possibility of an escalation in the trade dispute with china remember, there are always people who are less clued in than you, okay, who don't know of the risk and if any come to pass, you know what they'll do -- >> sell, sell, sell. >> they'll freak out and sell and when the panic comes that will be your chance to buy until then, i'm urging bat on the shoulder and patience. much more "mad money" ahead with worries over a trade war causing

caterpillar to get slammed i'm eyeing another buy i'm talking with the ceo of a company to see if there's more in store and customers of sears, xhrt, lord & taylor and delta air lines learned that hacks have exposed their personal data including credit and debit card numbers. i'm sitting down with a private company focused on keeping your information protected. so stick with cramer

at crowne plaza, we know business travel isn't just business. there's this. a bit of this. why not? your hotel should make it easy to do all the things you do. which is what we do. crowne plaza. we're all business, mostly. after a very nice day like today -- >> moo. >> it's important to not get too ahead of ourselves we're not freaking out about intervention in syria at this very moment, but we still have china to worry about as long as our trade dispute can escalate at any moment an

escalation remains on the table you need to be very cautious about earning the stocks of companies that do tons of business in the people's republic like caterpillar, had a nice bounce up 2.3% i think you need to use the strength as a chance to swap out of cat and swap into something similar that's immunized against any kind of tensions with the chinese communist party. early this week it looked like the trade war with china might be averted when president xi -- i do think of him as chairman xi announced plans to open up the chinese economy and make conciliatory noises on tariffs but officials from china said they will retaliate if our government does anything else to ratchet up tensions and hit us right where it hurts with more tariffs of their own in response to my partner larry kudlow who went on "closing bell" and let us know the u.s. may impose tariffs before we start

negotiate negotiati negotiating. maybe it's foolish maybe it's justified maybe it's not that's not my department what matters is that -- is what all this tension does to the stock market and based on these latest developments, i think it's clearly too soon to declare we are out of the woods on trade. ever since chairman xi's speech, stocks like caterpillar have been rebounding nicely after getting absolutely eviscerated over the past few months i say, wait a second not so fast. let's focus on caterpillar because it's a clear-cut example. i am a huge fan of cat, the company. these guys spent years cutting costs and improving business so they could make a fortune once the economy picked up once again. those picked off big time. cat's stock caught fire. it's more than tripled from its lows of $56 in january of 2016 to its peak of $173 in january of this year when things were going so great cat's business is booming but caterpillar gets a ton of

business from china. when president trump kicked this off with the chinese the stock got slammed. doesn't help started with a tariff on steel. the stock pulled back to 143 on monday thanks to real strength tuesday it rebounded 150 bucks 23 points off its january highs. makes sense even though caterpillar is doing well here it would be an obviously target for retaliation and you don't want to have to deal with that if you're owning the stock so what do you do? well, i got a solution i'm going to say you should swap out of cat and swap into united rentals. you or hi, the big domestic rental play. unitedrentals gives you the same great earth moving and construction equipment exposure that caterpillar does without any of the china-related risk. let's consider them side by side first there's geography, the

decisive factor. united gets 91.5% of sales from united states with the other 8.5 coming from canada they could care less about a trade war. caterpillar is more complicated and gets less than 41% of its sales from the united states and the rest coming from overseas. only an estimated 5% comes from china but the chinese market is a huge component of the company's long-term growth strategy think about where cat's growth comes from the asian pacific region growing at a 41% clip. even with synchronized global expansion asia remains their fastest growing region and china is the heart of all that after all the equipment these guys make is essential for developing countries that are trying to build out modern infrastructure, modern cities. for years this exposure was a major boon for caterpillar as it could pop up the company while the north american company languished if china manages to isolate us

from our trading partners, that's clearly on the table as the president considers whether to join the transpacific partnership. trump is the reason we didn't join the tpp in the first place. united rentals will do just fine unless trump decides to tear up nafta. even then more than 91% of the business is safely secure. it's domestic. even if we put the trade issue to the side there are tons of reasons to prefer united better mix of end markets than cat. half of their business comes from industrial nonconstruction rentals, commercial construction accounts for 46% residential construction makes up the remaining 4%. how about cat, only about 40% of its sales are construction related. 50% coming from energy, transportation, natural resource related industry, think mining equipment. in short united rentals is all

about commercial construction, two areas we love when the cycle was roaring as it is now and has a sizable oil and gas infrastructure related business, not bad with oil in the mid-60s. caterpillar is a lot more exposure to commodities and while trending higher of late these are much more boom and bust when those industries drop off, they really drop off that probably won't happen me time soon but united rentals is much closer to a pure play on the resurgent u.s. economy and that's what we like in cramerica. third and most important much better to be in the equipment rental business than the equipment manufacturing business where you sell the product united rent ams has much advantager margins because they don't have the huge fixed costs that come from making stuff. they buy machinery, then they rent it out. easy peasy, cat is all about manufacturing and selling big ticket items which is more risky. granted cat would like a new boost from the tax code which allows companies to immediately deduct spending on capital

purchase but united has a big catalyst too last year they made a couple of acquisitions picking up nes rentals and nevada and took out two competitors which makes the competitive landscape a lot friendlier that's why i think they are a better company for this moment in time. and its stock is more attractive caterpillar sells for 16 times earnings cat can grow faster than you or i but has more risks than china. it's absurd united is this cheap. 18% long-term growth rate. would still be fairly inexpend i have up 50%. let me give you the bottom line. caterpillar is a great stock to own in a world where everything is hunky-dory but we're in a more challenging environment now. even if the chinese never slap tariffs on cat's machinery the very fact they might be willing to do so is enough to hold back this stock at least until we get kind of resolution to the trade dispute.

who knows how long that can take that's why i think united rentals is the better buy here and it's why its stock has been behaving so much better than cat's for the past few months. i bet it continues to perform better which is why you should swap out of cat an into uri if you think that the president still wants to play hardball with the chinese to jeff in maine jeff >> caller: hey, greetings from maine and thank you for all you do. >> how can i help? >>. >> caller: at the beginning of the week you had someone on from morgan stanley the conversation started out with gm but it quickly turned to ford. >> yeah, how about that. didn't it? >> caller: he mentioned with internal collects it could be in double digits. already in double digits where do you think they will be? >> it's got to get out of the

markets it loses money in. it loses a lot of money in latin america. countries it doesn't do well world car strategy they have to pull back and be in the markets that are great and should be doing a lot more business with the f-150. my take if ford pulls back and just goes into the markets and has new iterations of cars because it really hasn't refreshed its lineup in a long time, buy, buy, buy. 15 bucks matthew in south carolina. matthew. >> caller: hello, mr. cramer i have an interest in buys shares of j.d.com but being a china stock they have laws restricting foreign investors from buying certain sector so use the structure vei structure. could that become illegal -- >> matthew, we have amazon, okay

when the president tweets about how amazon is fleecing the u.s. postal service which is not true it will go down 50 points and that's your chance to buy. the guy -- the president is a one-man bargain creating machine and you got to take advantage of it lana in kentucky lana >> caller: yes, sir, this is lana i own mcdermott stock. i'm a stockholder. we are being asked tovote yes on a merger with chicago bridge and iron if this goes through, mcdermott will go to a reverse stock split. would you hold the stock >> no, look, i don't like -- it's time -- you got to skedaddle. there's really -- there's so many better companies right now out there. i want nothing to do with that, frankly. sure it may have rallied but don't get too comfortable. we have china to worry about and that's why i think it's time to swap out of one of my favorite

company, caterpillar or uri. more "mad money" ahead big day to play. i'm taking another look at talend can you help protect your data can they do? you know what we go to worry about our own data and talking to cynerix tonight's edition of the lightning round. so stick with cramer

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many of the markets' most beloved tech stocks became controversial last month still plenty of technology names

with very little hair on them, and take talend, a tate that integration software company and know businesses have access to tons of data, maybe too much data after what we heard in the facebook hearings but making use of it requires taking information from different sources and collecting it under one platform where you can run it through advanced analytic programs making it easier for the customers to better harness their vast treasure troves of data this business is on fire when the company reported it delivered 36% revenue growth and even better management gave bullish guidance it's given us a herely 60% gain since we last spoke to the ceo last year. can they keep climbing let's take a closer look with mike tuchen to get a sense of what his company is doing. good to see you. >> thank you >> have a seat >> now, we have a lot of cloud companies and have a lot of companies say they have data

analytics. from the quarter you just had you were pulling away from the competition. what are you doing right that everyone is excited about. >> think about what talend does is being the first mile in helping companies use data right, a lot of companies focus on the last mile about analytics. the first mile is what you talked about, pulling the data together, cleaning it up and making it right. we do that and we do that for all the new scenarios that customers are trying to figure out. moving to the cloud, big data, realtime. >> we have red hat on all the time they help you move to the cloud. competitor, partner, how do things work. >> partner >> you would make it be more seamless. >> here's an example so red hat is really primarily in the infrastructure layer. and so they have an offering called open shift which is their service that allows you to break up your application to a small set of containers.

we can run in that and so any place where there is red hat open shift we can run there and so therefore we partner together they provide a place for us to run our application. >> when you look at where you are, it's a niche business is there where smaller is good there are big guys that want to be -- dell wants to be in this business and we met with infomaiinfoma infomatica is there room for everybody? >> bimage, oracle, all the big guys.ibm, oracle, all the big guys >> they'll call me and say why did you let him say that. >> the problem we're looking to solve is where customers are going today and tomorrow, right. there really are five big shifts driving the market that's really reinventing how people are using data we bet on them four years ago. that's about moving the big data

that is moving to the cloud and realtime and self-service and doing it all with -- >> you work with amazon with azure with google cloud service. >> anyone wants to move to the cloud and have a multicloud scenario, we do that better than anyone. >> can you talk about protection this gdpr. you're more informed than people from congress. what does it mean. >> it is a european data protection regulation. and the concept is that everyone every european citizen owns their own data and so for anyone that's providing a service like facebook, europe, they actually don't own the data of the european citizens. so if a european citizen says i want to see all the data that you have about me, they have to show it to them and if they want -- if they ask to have it deleted and have them forget about that citizen, a company like facebook will have to do that for them. it's a very tight regulation about how data is being used >> how can you help companies that have -- where there's

regulations with data. >> we solve exactly that set of problems for companies in europe and so what we do is we allow them to pull together all the information they have about their customers in one place because what every company has is information about jim cramer and like ten different systems >> right, right. i can understand that. >> so they got to pull it all together if a customer -- if by law you have to be able to say show me everything about jim cramer you have to look in one place and find it all so we can do that for you. >> this must be great business. >> it's been a bump and what's funny we're seeing companies are really just now getting to the meat of their gdpr phase and for a regulation that goes into force in one month you think this big push would have happen aid year ago not really so much but it is really in full stream right now. >> you're very much in the sweet spot i know mark benny of salesforce bought mulesoft which does some of the things you do do you think you can stay independent? >> i would hope so. >> fair enough well put

okay, that's mike tuchen, the ceo of talend in the sweet spot for a lot of the issues we're talking about. "mad money" is back after the break.

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it is time time for the lightning round >> sell, sell, sell. >> buy, buy, buy [ buzzer ] >> are you ready skee-daddy. michael stee nikele in north carolina >> caller: boo-yah first time caller. a few weeks ago you met with the ceo of salesforce and he talked about what a great customer they were for them so i wanted to get your thoughts on abb >> i'd rather be with salesforce i don't think you want to be with their customer. alan in arizona. alan. >> caller: hey, i'm from phoenix. thanks for your insight. >> you're welcome. >> caller: the airline industry has been weak lately as the price of oil has risen putting fear of higher fuel costs but the sector trades well below the multiple of the s&p. your thoughts an american airlines. >> i think it's too cheap.

i saw what kl can do and think american will have a good quarter. i'll tell you what think -- buy, buy, buy. joel in pennsylvania joel >> caller: jim, a big boo-yah to you. >> done your way how can i help >> caller: i'd like to know your thoughts on align technology. >> i have not -- i have not wavered on invisalign or the company that makes it. i say buy. how about paul in texas. paul >> caller: boo-yah, jim. >> boo-yah >> caller: my stock is o realty income -- >> don't need it don't need a real estate investment trust i need income. i need growth. jim in west virginia jim. >> caller: boo-yah from west virginia, jim. >> boo-yah >> caller: thanks for the opportunity your action alerts and your charitable trust give us. >> i hope you like today's i had a lot of fun. >> caller: my stock is pg,

procter & gamble. >> 3.7% yield. >> buy, buy, buy >> nelson peltz is on the board. can't wait to talk to him. it's gotten too low. can i speak to dale this florida, please. da dale. >> caller: i'm a retiree from buffalo, new york and want to give you a buffalo boo-yah >> i'll give you a shoutout to the bebouts from >> caller: my question is united bench shares the stock kind of slow -- has been slowing down and me meandering >> it's been hostage to the big banks and know that in 24 hours. dean in texas, dean. >> caller: yeah, a big east texas boo-yah to you and thank you for all you do. >> i'm a natchitoches guy.

last quarter was bad i don't need you in irobot it's too hard to own mike in california mike >> caller: boo-yah, jim. i want to talk about valiant pharmaceuticals. long-term investor. >> i think he's doing a great job. it's been challenged people think maybe he's got to do more as set sales i'm with joe here. i think i don't want to sell the stock at 16. i really don't i know that's a controversial view jack >> caller: big boo-yah from ohio thanks for taking my call. dominion morgan stanley. >> it is trading and we had michael mears on he talked about the problems of some of the mlps mow mignon caught up in mlp. i'm pulling the trigger right here right now

letter d and that's "the lightning round. >> announcer: "the lightning round" is sponsored by td ameritrade ow. there's so many opinions out there, it's hard to make sense of it all. well, victor, do you have something for him? >>check this out. td ameritrade aggregates thousands of earnings estimates into a single data point. that way you can keep your eyes on the big picture. >>huh. feel better? >>much better. yeah, me too. wow, you really did a number on this thing. >>sorry about that. that's alright. i got a box of 'em. thousands of opinions. one estimate. the earnings tool from td ameritrade.

always trying to help you understand the major growth themes you can keep returning to whenever the market gets slammed which has been happening a lot lately, fortunately not today. one of those big themes is cybersecurity particularly of

storage data corporate executives have no choice but to spend fortunes protecting their organizations from hackers failing to do so is a good way to get yourself fired. just ask rick smith. former ceo of equifax. handling data irresponsibly like facebook can get you in trouble in front of congress if you want to get your head around this kind of technology, sometimes it means checking in with privately held companies closer to the cutting edge a couple of private equities formed together with medina capital's security and analytics business a great match-up and it is so simple but why more aren't doing it it creates a barrier where they can host their cloud let's talk to the ceo to learn about his business model and what it means for the says mr. medina, welcome to "mad

money. good to see you. thank you for coming to stop by. if you don't mind could you tell us what -- we have a lot of companies that come on mr mr. cybersecurity and a lot -- we have all the datacenter companies. >> very excited to tell you. cyktera is formed to serve a purpose. enterprise and government agencies are having a difficult time secures their i.t. infrastructure their security defense is the sign around the perimeter being build around their infrastructure and that simply doesn't work today the vast majority of those have today what is called a high rip infrastructure part of their workload is in their own datacenters, the other part is a location facility and the other part is in a public

cloud. to further complicate users are accessing infrastructure from everywhere, from an airplane, from starbucks, from home. having a perimeter does not work anymore because where is the perimeter? the perimeter doesn't exist anymore, right >> so what can you offer that is more sophisticated than a lot of the other companies that owe text that perimeter? >> so what happens today, in order for you to have it you have to do software define perimeter around that infrastructure what cyxtera, we have a number of services to help you. we are big believers in the physical datacenter and believe a robust cybersecurity defense really starts with a physical security at the end of the day, the cloud is not up in the sky but in the datacenter right here. >> i'm so glad you said. that's been the thing. it's not, right? it's in these datacenters. >> go to weehawken and i can show you the cloud you start with the physical datacenter security. >> right. >> then we have a number of cybersecurity products and

analytics products to help you accomplish that security the product is a product called upgate which is the most sophisticated and widely utilized software defined perimeter product. >> we've had these real estate investment trusts and house data look, a lot of these are owned by real estate investment trusts they don't offer them. >> they don't and good point look, there's many providers that can build a physical robust datacenter we're strong believers in 2018 you have to have a cyberresistant datacenter. that's what our biggest difference is where you combine the cyberprotection together with the physical protection. >> now, did century link have this or did you merge -- when you bought them how did you make it more robust. >> basically century link ran a number of datacenters which we acquired we acquired the physical datacenters and had acquired a number of software companies that have this product that i

was describing to you software defined perimeter and analytics products that help them put everything together and make that protection robust. >> now, this must be an incredible competitive advantage you have both of them. if you only have one of them you have to go buy the other that seems like a recipe for failure. >> well, absolutely and what happens is today in that infrastructure you need to use different methods of protecting the different infrastructures. one of the greatest advantages of our software defined perimeter you use the same technology to protect your infrastructure regardless of where it resides >> just in the time left, how dangerous is the world right now versus even when i first met you a couple of years ago. >> jim, the world is extremely dangerous. this is something that is not going to go away but get continuously worse and worse and basically it's the eternal game of cops and robbers but won't top they time soon. >> i'm glad you're on the good guy side i know you worked at terra mark bought by verizon. you've been in the game for a long time. >> i have, longer than i care to

remember but i'm more excited today than i've ever been and reminds me of the beginning of the cloud in '07 there's a whole transformation happening in security and glad to be at the forefront. >> cyxtera is a private company that i hope goes public. that's manny the chairman and ceo of cyxtera technologies. stick with cramer. this is your new name. this is your new house. and a perfectly inconspicuous suv. you must become invisible. [hero] i'll take my chances. when it comes to travel, i sweat the details. late checkout... ...down-alternative pillows... ...and of course, price.

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all right. confusion begins tomorrow. major banks all reporting at the same time. i want to you do this. actually listen to the conference calls before you pull the trigger. so many people lose so much money on the first day of earnings season that i'm here to tell you i can't let it happen again on my watch. i do like jpmorgan but i have to listen 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 tomorro everybody.

when everything's connected, it's simple. easy. awesome. >> 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." ♪ you always know who's at your front door. [ knock on door ] who's there? it's jamie, here to pitch. who? it's jamie. come in.