anstley. throw galvanizoldman in there, o >> i think you can use put spreads in morgan stanley. >> i think you can roll those out toward may, even >> it looks like our time has expired. i'm melissa lee. check out the website, my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to 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 >> can washington pull down wall street these days, the answer is yes.

president trump is creating a level of uncertainty that breeds selling on any rally there could be big news flow on saturday and sunday. that seems to drive the answer around here every friday including today. i say that because we saw the power of genuine fear when jpmorgan and citigroup reported fantastic earnings and their stocks rallied big and then getting clobbered and stayed down i went over these quarters with a fine tooth comb today. i spent hours on them and kept looking for what was wrong and there was nothing wrong. it didn't matter i think these stocks will come roaring back in the ensuing

weeks. but it was real nasty out there. and i think it was the weekend jitters driving down these stocks and a host of others. what a sell off. why is that? because if there was only one bit of uncertainty, the market could handle it. consider this litany of unstability. will the president -- triggering a constitutional crisis. two, will we try to take out syria regime three, will president trump announce more trade sanctions against the chinese maybe tomorrow which will retaliate on us sunday night, driving the futures down the trade dispute isn't over it is really just getting started. so don't get all sanguine about

it until trump outright declares victory. finally number four, will james comey be able to rattle the president with allegations that trump runs the country like a mafioso. may not be enough to forestall an angry president who call comey an untruthful slime ball and is ready to fire missiles at any moment why don't we take a look at the earnings calendar. if anything can overwhelm the tide of uncertainty from the companies we will hear from next week we get from baeng nk of america.

the stock has been knocked down. maybe that is where the opportunity comes but of course because it is in the a.m., you won't be able to seize it. next is netflix, big upgrade today. the now worldwide entertainment company has so many supporters on wall street, you would think it stops going higher. same thing happened next time around netflix and the stocks still flew when we sold a quarter. all you other ceos who are watching, your institutional shareholders have convinced you into not splitting your stocks because the brokers by the shares and if you don't split, you pay less commission. if you want a better more solid

base of retail showareholders, trade your stock when they reach 100. and rightly or wrongly, small investors mark it as too expensive. and it gets people involved in ownership because they stay with the stock longer than eninstitution institutional renters do not long ago we talked to the ceo of united health i think the story is a multiyear. the company has an incredibly consistent track record because it is so darn well run if you can get it in the teens where my travel trust did recently, i think it is a terrific price goldman sachs puts up numbers and again, i am glad these stocks are cooling off ahead of

the reports. goldman does best when things are volatile, but that story is well-known by everybody which never helps. hey, then we have one of the steadie steadiest drug companies, johnson & johnson. after the close, we hear from ibm, now usually controversial, but this stock has been sneaking up i keep hearing ibm names as one of the cloud player hitters. i think ibm is cheap and if it is 150s, by some i expect both to be strong with morgan stanley having excellent numbers. notice, i am suggesting these buys because the weekend

worries, well, let's say if something bad happens, the stocks will be happen and if something doesn't happen, you will get your chance after the close we hear from uri, united rentals, yesterday i said i said united rentals is better tan c better than caterpillar. be ready for the president to crawl on the win that is not something that any of the international companies that need access to china have to hear. have raw costs jumped enough to make us being concerned and maybe not concerned enough about inflation. i have always been partial to the stock, they will give us an excellent read on pricing increases at the wholesale

level. lately the estimates for etrade has been ramped up have individual investors got more bullish about individual stock? i don't know let's find out finally friday, it is huge honeywell, general electric, proctor and gamble, all report before the open. first we want to hear from honeywell, how it intended to break up the company buyers of honeywell in any weakness we are hoping to hear general electric is ready to play offense. and can actually raise capital by selling assets and doing joint venture spinouts

then there is schlumberger we haven't seen the stock benefit from much of the bounce. maybe he raises numbers. last but not least, we have proctor & gamble this stock has been absolutely crushed. by the wholesale destain you have my to be my permission to be a buyer. the head winds of washington might be too much for some of these companies, the best in the world to overcome. ronda in kansas, what is going

on >> caller: change all around us. debtor nation and unfunded pension liabilities drowning us. does the investing landscape for cram americans change? >> rise in interest rates help us fund these pensions plans so i think you are right to have the worries. but i think you will be happily surprised with how that issue is going. how about ben in new york. ben. >> caller: hey, jim, thanks for taking my call. >> of course, what is going on >> caller: you had someone call in and ask about eled. and it has come down from $200 from this year's all size high even though apple is not going to be using it in their devices,

do you think it is worth speculating on oled? >> no. as a matter of fact if you want, why not go by apple. the reason you want to own apple is because of apple. you don't want to own universal display because of apple if something is good for apple, by apple brian in indiana >> caller: big truck driver booyah to you, sir. >> good to have you in the show. what's going on? >> caller: two questions the question is concerning knx given the merger that happened between these two back in august or september of last year. do you think this is a company worth buying into, and the second part, do you feel these trucking companies getting into,

do you think that is catastrophic for the industry. >> no. it will be much safer. it is true i think you should be buying xpo. a better company doesn't have a driver shortage it is a growth company i am a buying of his stock if you want to be in that area i am expecting good earnings next year. but that doesn't mean washington will stop the market by taking action embattled ground names you must right down. and one of them is a buy right here and is micron sending strong signals for potential earning collapse stick with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter

have a question? tweet cramer, #madtweets send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com.

last thursday i got a call from elaine in florida asking about mem medics she wants to know if i selling this stock i got to tell you, we had them ceo back in our show not only is it under attack. in response the company itself is fighting back dedicating whole pages of its home page. taking legal actions at some of the firms.

i told elaine i would get back to her and now we got to look at this thing, as a lesson on opportunity. this has been a teaching for me on how some stocks are too hard to make a decision on. for those of who you don't know, it is a small cap biocompany they take donated human plas sent sental tissue and turn it into skin graphs. your body can heel 60% faster. they came away to sterilize tissue so it stays fresh for years. in the last two years, the company has come under fire.

the three most notable research, the general consensus to obtain some of their analysis is that the company has been channel stuffing where you count distributors to inflate sales. overcharging clients for its products and then lying to its shareholders to cover up the whole darn thing it is a brutal indictment, right? if true, and we don't know, while the short sellers claim to have many insider documents and e-mails, the company is adamant. in february, we learned that mim med x.

the stock was trading around $15 but plummeted to six bucks not long after, and as of today, still trading at sev$seven the one-2 punch of the postponed earnings that crushed the stock. that is on top of multiple lawsuits from former employees and class action lawsuits from shareholders, what is unusual is the way they have been defending themselves suing many research firms for liable short selling commentary where they do the best to dispute the allegations. perhaps they tried little too hard last year when ceo started criticizing on his website, the

thing is, cohotas never said a word about the company he really liked the short thesis he started his own website to publish his findings he claims the company's sales are inflated by 7% he says he didn't start this fight. he probably never would have gotten involved if not for the preemptive attack. i am not saying it is right, got crazy when cohotas showed up it started late 2016 but lawsuit from former sales rep who

claimed they were fired for blowing the whistle on the company's channel stuffing fraud. according to the lawsuit at the end of each quarter, mim med x according to the complaint, the company recognized as 10 million of revenue a few months later the company conducted its own internal audit. announcing one of the former employees who filed the why whistle blowing suit retracted

medicaid and medicare services that they don't have to disclose these payments the agency doesn't give individual determination at which point ceo told morgan san to talk to his lawyers mimed x claims they are not aware of any investigation but they became aware that the they are and they also received a subpoena from the fcc. look, it is all very he said/she said one thing is undeniable. mimed x has been what i call a battleground stock we have learned to stay away

from battleground. i am not comfortable taking that kind of risk easier ways to make money than going long or short. i would rather play roulette to me, i don't want to tell you the risk if it were me, i wouldn't be able to sleep at night taking either side of this particular trade. with cyber securities back in the headlines, i am ranking players. then you might not want to hear it, i am firing a warning shot on micron. listen up. and with angry trump tweets making headlines today, does your portfolio have what it

takes to survive the unknowns. let me be the judge. stick with cramer. play "do it like this". [music plays] when everything's connected, it's simple. easy. awesome.

lately, the cybersecurity space has been on fire and you can understand why within the past month, we have learned of three high profile cyber attacks at major companies and whenever that happens it tends to translate as more spending on digital security the problems are endless and as long as hackers steal data, it will be high demand under armour declared data on my fitness pal.

150 million people this is the kind of routine data breach that companies need to defend against the day before that, boeing said one of its factories was hit by a cyber attack that is where hackers take your data hostage until you pay them to restore access. and it looks like it was north korea. on april 1st, we learned that hudson bay had been compromised from sophisticated cyber criminals. gained access to data of millions of customers. cybersecurity is an attractive business and it is not going to stop. i mean, presumably, if you live in say north korea, being a hacker is a pretty good career option

now regular viewers familiar with the big boys in the network. these stocks have been soaring proof point up palo alto up these stocks have thrived. and tonight i want to tell you about the newer more under the radar cybersecurity stocks that have been heating up as of late. companies like forescout, octa and z scaler and you should write these down because they are the companies that are going to become the next palo altos. let's starts with forescout. it helps businesses and government agencies with what they call an agent list approach including everything you can imagine from the internet of things the more smart devices get ro d

rolled out, these guys can watch the whole network to prevent breaches since then it surged most of these gains came on the heels of the company's first two earnings report. they have blown away the numbers twice in a row with management saying their business is seeing consistent strength across the board. i am intrigued, forescout received validation from the department of defense. that came right on the heels of a couple of contracts with the dod. if it is good enough for the pentagon, it is good enough for me and those government contracts are lucrative. last year forescout ring the

register or after the ipo after that gigantic run, it seems fair to me. this deal was well received. however, while i still like this story, this gets to my one reservation. forescout's ipo lock up expires in less than two weeks usually we see a tremendous am of selling if you want to buy this one, please, please, wait for the lock up expiration to give you better entry point hopefully you will have a couple of weeks to pick it up in weakness next up, there is okta which came public a year ago okta is all about identity

management and identification. what is known as multifactor authentication 81% of all data breaches involve weak credentials that are easily guessed. taking tons of market share from existing authentication platform okta didn't catch fire until early this year. run from $25 to $40. the reason is because reported four better than expected. this sector is so hot but the last one that blew people away they pre announced stronger than expenses the numbers were much, much better than even the most positive pre announcement. the company got 33% revenue

growth i like this story. my only hesitation, here is its recent run and when you consider this move happened in the face of major selling, i think it is absolutely putting on your shopping list to buy something in the next major market pull back and that is no longer some sort of idle talk. and then finally there is z scaler buyers were salivating over this ipo. close to 33 bucks. i told you, hot as a pistol. more than a double if you got piece of a deal. why was it so hot? provider of cloud security application. cybersecurity for the cloud. no wonder that there was so much excitement since then the stock pulled

back it lost 15% of its value z scaler is a compelling story last week we learned that cisco may have bought the company before going public. problem is, this stock is expensive. even by the standards of its peer so where do i come out here look, okta and zscaler are growing rapidly. but i can't recommend a stock trading at such high levels. forescout is the only one at a reasonable value at this moment. playing in line with security players. even though it has a much faster

growth rate, so more attractive. we have exciting emerging cybersecurity stories here as intriguing as they may be, they may still need to grow into evaluation may i suggest you go with forescout. let's take questions let's go to blake in nebraska. blake. >> caller: hey, jim, thank you for all you do for the young investors like myself. >> i love young investors. how can i help >> caller: with all the recent news and questions regarding data safety, what are your thoughts on the company responsible for credit and debit card transactions specifically gspn. >> we have huge backing.

i tell you, i think we were on the first to own this stock. a marvelous stock. global payments is sensational we like mastercard and visa. they are all good. great place to be. cybersecurity is on fire sure plenty of big winners in the space. take a look at forescout that is where "mad money" heads. micron has a following of folks who do not want to hear why it might be going down. i will be the judge of that. when we play am i diversifies. and then the "lightning round. stick with cramer.

these days we are dealing with a whole new beast of a market there is a heck of a lot of uncertainty. could washington pull down wall street a possibility. times like this of uncertainty and questions, there is always something that we can fall back

on and that is diversification without further ado. let's get to work on a round of "am i diversify. i will tell you if your portfolio is diversified starting with a tweet who says dpz, unh, mu, goo gl. we have to think about this. okay we have got dominoes which is we know the stock has been incredibly hot which is food

united health group. mic crone, very controversial. netflix, we will call that enter tame and alphabet is search. we have search, health care. semi, and entertainment. and i am blessing that as a great way to play. let's go to another tweet from matt love the show, thanks for all the info here are my top five stocks. nucor, intel -- intel is tech. raytheon is defense. nucor is steel and netflix entertainment. so semi, military, bank, steel, and we have entertainment.

that is perfect. how about betsy in california. >> caller: hey, jim, betsy in california 77-mile south from where a man slept in his car under a bridge. first stock is boeing. second is helm rich. and next one is fiat, chrysler next one is lam research, going to go in like a lion, and out like a lamb on earning tuesday last one is steel dynamics i compared the return to one, three, and five years to nucor

and mine is better love you so much. >> thank you so much helm rik and pain is one of the best drilling. boeing, fiat auto. nucor and lam. semiconductor, equipment, steel, auto, aerospace. and yes, that was a nice bridge that i slept under "mad money" is back after the break.

>> announcer: lightning round is sponsored by td ameritrade it is time it is time for the lightning round on cramer's "mad money." sell, sell, sell we'll play this sound -- [ buzzer ] -- and then the lightning round

is over. are you ready, skee-daddy? it's time for the lightning round on cramer's "mad money." starting with nolan in arizona. >> fmc. >> i think it is good. esther in new jersey. >> caller: pa real estate, pei. >> they prove they could pay the dividend so i am going to go bullish and say you can own it alex in california. >> caller: booyah, mr. cramer. >> little sing song. >> caller: oclr. >> i don't like anything

optical. best thing in that space would be cisco. >> caller: i am looking for income and came across this financial and it has a big dividend your take on alliance, bernstein, ticker ab. >> i think you are right to be suspicious i am going to throw in the red flag and do the homework natalie in colorado. >> caller: love your energy, my question on the future of the 3d printing industry, specifically ssys >> what you want to do with 3d printing is be in hpq.

jimmy in new york. >> caller: thanks for taking my call wpg. what is your opinion >> it seems to risky to me one of those that i think the yield, oh here i go with my red flag that is how i am going to handle it kim in california. >> caller: hi. this is kim from california. and i have been reading up on epam. >> it happens to be right around the corner from where i come up, and i am going to do studying. dic in virginia. >> caller: thank you for taking my call. well, i wanted to know your take on about b and t. one of the things that we have learned is that people just have decided that none of them are

good we know kelly king and the story i think will be a good one but no sense buying a bank ahead of it unless the stock is down enough and it not down enough from its high. derek in texas. >> caller: big booyah from austin, texas. your thoughts about select medical. >> good hospital chain when i am in that business, i say go with the best and the best is hca. and that is the conclusion of the "lightning round". >> announcer: lightning round is sponsored by td ameritrade >> caller: jim, bringing you a big booyah thanks for being a guiding light. >> i sure try. like it when i talk birdies to

you tee-rifick. >> lazarus, being rose up from the dead >> putting geriatric -- is a chimp in charge of the space program. rting today. and, how's it looking? >>i don't know. 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. at ally, we offer low-cost trades and high-yield savings. but if that's not enough, we offer innovative investing tools

to prepare you for the future. looks like you hooked it. and if that's not enough, we'll help your kid prepare for the future. don't hook it kid. and if that's still not enough, we'll help your kid's kid prepare for the future. looks like he hooked it. we'll do anything... takes after his grandad. seriously anything, to help you invest for the future. ally. do it right.

we have been talking battleground stocks tonight. micron you are thinking is represents a tremendous bargain and how could it not i know i am going to get blasted for it on twitter because it is so cheap and bizarrely it has become a cult stock. one that is up and up and up and then it stops and gets ugly real fast i have done a lot of contextual analysis of the stock. and i know it is most vulnerable it could be micron is much more expensive as it appears. suppose they turn out to be 50%

lower than expected? that means micron stock is selling for ten times earnings not five can the market be wrong? of course it can micron has had a low multiple routine routinely in ages. demand is off the charts for personal computers, workstations, notebooks and data centers. these are now more complex chips. and cost a lot more money. and supply is being outstripped by rapacious customer demand micron has a second business sla flash memory excess inventory in the channel. a lot of suspicion that the same thing might happen with d ram and so far it hasn't and the two cycles are separate. i don't want micron to go down i want it to go up

so many people on twitter think i want it to down. and i don't. i say the same thing about facebook which is insanely cheap relative to 40% growth rate. but if the numbers go down, the stock will become more expensive. everybody seems to understand that is a possibility with facebook so odd that so many people have trouble grasping the same concept. what happened? bethlehem steel that's why it was at one time the -- in this the country it ran into country in the 1990s. and a lack of demand for its merchandise. none of that was evident in the late '80s. there was a moment when beth le

hep steel -- it looks like it was selling two times the next year's earnings. some of the most important steel analysis were telling me you simply have to buy not only were the estimates way, way too high but it was actually losing money. the big boom in earnings, it never occurred as the dollar got too strong and many of the big infrastructure and ship building contracts never came through and while it held on for another decade, it only seized to exist, its biggest foundry ultimately becoming a casino. now he may hurt me for being worried. don't hate me for my knowledge base micron is a better company than bessey ever was. all i am concerned about is teach people the fallacy of

the idea that stocks are always a good value when they have a low price earning multiple and that is not true and while i hope d ram prices stay strong and i hope flash memo memory prices can rise up. i mainly don't want anyone watching this show to lose money. that is the only dog in this whole micron hunt. stick with cramer.

talk about jpmorgan for a second take a look where it ends up in the next three months. i think the same thing isgoing to happen again. jpmorgan, let's say three or $4 below here i think you are going to be really be happy. i like to say there's always a bull market somewhere. i promise to try to find it just for you right here on "mad money. i'm jim cramer, and i will see you monday

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." ♪ he's hoping to whet the sharks' appetite with his idea. hello, sharks. my name is les cookson. my product is the carsik bib. i am seeking a $30,000 investment in exchange for 15% of my company. now just imagine for a minute, that you're driving down the street with your beautiful little child here