>> we'll talk about canopy is the name of the brand, global brand cgc. >> it's been very bumpy, but delta. >> general electric. i'm long stay long. >> you need viagra. you back he 5:00 "mad money" starts right now my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to make 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 @jimcramer. this market has been shot. [ gunshot round up the usual suspects. for the younger generation, i'm

paraphrasing captain renault on a day like today where the dow tumbled 219 points, s&p lost .71% -- >> the house of pain. >> and the nasdaq declined .55% because of president trump's decision to review tariffs in $200 billion worth of additional chinese exports, i think about that iconic line spoken with perfect famed on on wee the scape gold on every new flare-up in the trade war between u.s. and china, or europe and canada, or really anyone so let's go there. let's see what suspects captain renault would have rounded up on both sides of the trade. first it becomes obvious you sell caterpillar and boeing. i'm shocked, shocked that they're still gambling with these two stocks

i'm studying these companies closely. i know china needs boeing more than boeing needs china. the demand for place is just that in fact, i'm more worried about the continuing deterioration in revenue for the u.s. based airlines. american shaded down figures again today. in part because of sharply higher fuel costs, but also because of too much supply and not enough demand. that will get you every time caterpillar is about construction which means it is about china. but here is something no one seems to consider when they sell it down 4 bucks when the trade war heats up and buy it back up when the coals grow cold, asia only represents about 20% of cat sales. sure, that's enough to cut into the numbers. i know cat has plenty of competitors anxious to take its market share but the usual suspect's line that shouldn't be jailed so quickly. if you think that we have a much stronger hand than dealing with china than the media would have you believe, then it might be worth holding on the cat here. sure, they can blame

caterpillar, but you get trade piece, i bet the stock jumps 10% the same day. >> hallelujah! >> who else belongs to the usual suspects list? how about united technologies with its otis elevator division? since china installs 600,000 elevators a year again, there is a gigantic number of elevators that have to be serviced that are already installed. business that business is not going away maybe the worst thing that ever happened to honeywell is former ceo dave cote said he developed a strong business. he made a similar mistake when he came on the show and told us how robust his china business. this is the will be like shooting fish in a barrel. poor old 3m. [ crying ] can't seem to get anything right lately it did get china right and therefore it's been arrested and how about semiconductor stocks micron which always gets totaled when the trade war is back in the headlines because they make

cell phone components and the bears claim that china can turn off its demand for this stuff on a whim, something that's just a bold faced lie but whose going to bother with that, thinking that through in a day like today today's dragnet, by the way, did spare a few stocks that had previously gotten ensnared in the trade standoff like the baingts. perhaps because the charges wouldn't stick three big banks report on friday when they get a chance to defend themselves, i expect major sellers remorse with jpmorgan returning $21 billion to shareholders citi buying back perhaps as much as 10% of its share count this year, or 250 million shares. that's right, just this year well, they seem to be a case of mistaken identity. i can't believe that wells fargo has been caught up in this proverbial gin joint it's entirely domestic now, let's say you wanted to isolate the companies that invest verse identified as the anti-china trade, meaning they aren't ensnared by the crime of doing a lot of business in the greatest market in the world basically, companies that immune

to prosecution maybe they have a diplomatic passport maybe they have papers so they can board a plane to lisbon. let's start with the obvious when you hear the such and such as amazon of china or the google of china, what can you say, you round them up and call it fang these four companies really don't do business in the people's republic either because they're ban order they're taking a stand on free speech or they don't want to take on local entrenched competitors but you know what? today we saw some unusual suspects join the list of winners. mastercard and visa. that's a one-two punch that may be an unbeatable combination they're not allowed to do business in china which makes them anti-china stocks, but get this they're also the best way for the chinese to show that they blinked. a simple call to bongo at mastercard or aj kelly at visa to tell them they are welcome to come in without a bogus joint venture might be enough to get president trump to call off the trade dogs of war that combination is why their stocks

joined the all-time high list on a day like today what else? somehow salesforce.com has become the anti-china cloud stock with less than 10% of its entire business in asia. a lot of that is in japan. mark benioff has emerged as the smart defanged way to bet safely in an unsafe world play it again, mark. oh, and if you want to stick with the fabulous description theme that netflix pine new year's day, you can go with china-free spotify, the music service that everyone except me seems to want to avoid that's the stock, not the service, because we all use the service. all right, maybe that's genuine cramer hyperbole, but the stock did hit an all-time high today security stocks have back in style because investors feel that china will go back to its old predatory ways they know what they're doing fabulously anyway. china is ice on the cake just to deviate from the casablanca theme for a moment, it's important to recognize that if stock markets matter, china's

composite index fell far more than the s&p did today these two averages have become a handy capper's delight if your trying to figure out who is winning the trade war, even if pundits insist that nobody wins in a situation like this, follow the systems for those who can remember something that happened more than a couple of days ago, in late august of 2016 the shanghai in august took an 8% hit, one day. that's a crash which caused the dow jones industrial average to open down one thousand points related to fears that the chinese market was collapsing under its own sordid weight. remember, the tariffs are being reviewed and if they're imposed they're going to go right into effect around the anniversary of that repugnant event just a remind fer you hear how we're a pitiful, helpless giant in the face of the prc, thank you, richard nixon, our stock market is much, much healthier than theirs, whether or not that actually matters to the chinese government well, that's another question entirely here's the bottom line this has become a market that's

best played by claude rains and humphry bogart but it's not casablanca. it's shanghai. usual suspects always seem to get crushed when the trade war heats up and the developing list of winners that avoided being crushed by the shanghai express. the most important movie i could find with shanghai in the title. don in massachusetts, don? >> caller: how you doing, jim? >> i am doing well how about you? >> caller: i'm doing great, thanks jim, i'd just like to give a quick shout out the my fellow investors kevin and bill, whom are astute followers of yours. >> kevin and bill, hey, how are you doing, chiefs? what's up? >> caller: okay, jim, as you know, marvel sells chips used in networking applications. to compete against juggernauts broadcom, qualcomm and intel,

marvel acquired cavium -- >> networks last year. also marvell executives are promising an aggressive 150 to 175 million cost energy target by late 2019. >> right >> caller: but with the escalating trade wars and all, i do have a major concern. >> okay. what would that be, sir? >> caller: much of their revenue is generated from chinese politically sensitive customers. >> okay. >> caller: zte, alibaba, micron, and huawei what are your thoughts >> i think they're going to be able to navigate through this. the upside is cap, sir, right now. as is micron, one of the other ones that you mentioned. how about gary in new york, please gary >> caller: hey, jim, calling about snaps potential

partnership with amazon. i think snap could be an awesome long-term investment can i give you my reasons? i think it's one of the only social media with digital identification encoded if amazon can link their products via the snap act, i think we'll see something revolutionary. >> look, snap, it's entirely possible that snap stock could go up a couple of bucks, but remember, amazon by the way is a 6% position from my charitable trust. i talked about it on my conference call today, fractionists.com club. why not just go buy amazon amazon price target 2600 i saw today. i just think they're best in show don't buy -- buy best of breed, not worst of breed zachary in virginia, zachary >> caller: hey, jim, it's my 27th birthday today in arlington, virginia. >> happy birthday! >> caller: so i'm thinking about square, ticker symbol -- >> no, don't think about square. it's already moved too much. i want you to think about paypal which has moved a lot but i think has more upside. jack in ohio, jack >> caller: hey, thanks for

taking my call again, jimmy. >> good to have you back >> caller: i just started reading your book, "getting back to even" last night. >> oh, wow still popular in many bookstores what's up? >> caller: hey, exxon, xom. >> look, if you want to own big dogs, then i want you to own chevron, not exxon chevron's got far more growth than exxon and is doing a lot more of the trade. i know if you like exxon you wanted big oil so i'm going to give you the oil that's not as big as exxon, but i think is doing better. you got your usual suspects when tariff news is front and center. jot them down there. are stocks that investors want to buy and stocks that investors are going to keep on selling >> sell, sell, sell, sell, sell, sell >> get that list ready outpacing its peers in space could that continue? i'm checking in with the coo to figure out what makes the stock tick and it's not just a novel deal with dell or a juicy special dividend could canopy growth smoke out its position

i i've got the company's top brass. and blue stone is on the grind i check out its heavenly rest stop with the ceo, and he spills the beans on what this company is up to stick with cramer. >> don't miss a second of "mad money. follow @jimcramer on twitter have a question? tweet kramer, #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. what's better than "mad money" how about more "mad money. follow "mad money" on facebook, twitter and instagram to go one-on-one with cramer >> what other questions do we have ah, i always tell people you got to start with an index fund because i need you to be

diversified. >> get more with guest. >> how do you -- >> andgo behind the scenes wit the most interactive show on television >> if you can't explain in three bullets why you're buying a certain stock, don't buy it. >> follow "mad money" today. with the new chase ink business unlimited card i get unlimited 1.5% cash back. it's so simple, i don't even have to think about it. so i think about the details. fine, i obsess over the details. introducing chase ink business unlimited with unlimited 1.5% cash back on every purchase.

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♪ last week the stock of vmware, one of my favorites, caught fire. surging from 147 to 162 in a single session while it's pulled back nine point since then we need to address what's happened here i like to call vmware one of the kings of the cloud, because this cloud infrastructure and virtualization company has pioneered so much of the technology that makes data center so useful that's why it's been such a terrific performer over the last two and a half years, this stock has more than tripled. vmware is a publicly traded subsidiary of dell, and dell is planning to come public again via a very complicated transaction. a lot of people worried that vmware would get subsumed in dell investigators didn't want that it deserves to stand on its own. when we found out vmware could keep its pseudo independence, let's call it that, the stock soared higher, even if the company does have to help dell

pay for the transaction of $11 billion. all shareholders participating now we don't need to worry than dell connection, you know what we're going to do? we're going to focus on the fabulous fundamentals. i'm just glad the stock has pulled back dlaukcally from recent highs don't take it from me. let's check in with sanjay poonen, the chief oorpting officer. welcome back to madonna. good to see you, sanjay. have a seat. thank you so much we're going put this in context. there is too much much about about the arbitrage and not enough talk what you actually do computing is exploding from every corner of the world. it's inside, outside the office there are challenges everywhere. we've got security risks we need to scale and support i keep thinking vmware is the company that other companies are turning to to figure this out. >> yeah, that's right. you know, first off, software has revolutionized the world, right? you look at the automotivive industry, tesla, banks, hospital, even agriculture in that world of software, my mom is a doctor, if i were to

use an analogy we started because of the heart which was virtualization of the servers that really pumps everywhere storage, the maybe the lungs and digestive. softer to find storage softer to find networking, the nova system. and management automation is your brainful. all of those are what's inside of a data center when you can have the human body so connected that the heart, the lungs, the nova system, the head are all working together you get significant benefits you lower the cost, you reduce complexity, you make it more energy saving and you make your data center look like a cloud. we call it a private cloud and then we bridge that into the public cloud, cover it with an end user computing -- >> you bridge that say into amazon web services, you have a special relationship with. >> that's an example of the way in which we can help companies bridge that journey. but it all starts with a software defined everything story for infrastructure compute, storage, networking that's the heart, the lungs in nova system, the head of the data >> okay.

you have traced a great body metaphor what is the metaphor of those who don't use vmware the old way? >> i'd hate to say it's like having a transplant. we would like for it all to be one unified system, but maybe the analogy doesn't completely fit there. >> could it be much more expensive? >> it's a lot more expensive and you have to cobble many of those components together. let's say you have to use somebody else's software for storage. so we prefer for it all to be one body that's basically nicely stitched together, and we get the benefits of many of those integrated components. we called it the software defined data center. we've been investing very early, many of the newer components like storage are only 14,000 customers of vsan only 4500 customers. so we're very early in the development of those businesses. >> let's pick a customer everybody knows, brooks brothers what do they need you for? >> they're an awesome story. they have 500 stores, obviously doing great things for suits for 200 years. i heard abraham lincoln had

brooks brothers suits. well go way back to this they need a networking infrastructure that connects the data center to the branch and potentially the cloud. we call that the virtual cloud network. and vmware's pioneer of this notion with nsx of a software-defined network that allows them to be extremely agile. it sits on top of hardware networking capabilities but provides a lot more security, a lot more agility and allows their stores to be very, very nimble we think this is going to be applicable to every store that has a data center, a branch and a cloud. >> thinking about an anchorman playing football, but british army uses you. >> many of these this is why we have a worldwide business they're also a customer that is standardizing the data center. so many customers in federal, commercial, state and local. we've got a lot of these types of customers and these are both big customers and smaller customers. 500,000 customers. but we're very early in many of these customers using our newer products like nsx.

4500 customer there's, 14,000 customers and stores we think we have a long runway. >> if it's early, how you able to get the talent you need obviously this is a specialized business you've got to i'm sure be top of your game, and yet top of your game, how do you know they don't go to facebook they don't go to alphabet? >> silicon valley is a competitive place for job talent we are an enterprise software company. fortune rated us one of the best companies to work for. in enterprise talent, we can get our pick we're also investing in other locations outside of silicon valley like atlanta. we've got big locations in bangor and beijing but it starts with the culture we want to build a great company which is the best enterprise software company, but we have to work really hard, every day, jim to recruit and retain talent. >> the dividend from dell, it is a complicated story. >> listen, we focus on what we're good at, which is our customers. even while this cloud of uncertainty existed the last several months in our stock, there was no cloud of uncertainty around our customers

and that what they wanted us to do they wanted us to bridge the cloud to the public cloud. we told our employees focus on the customer focus on the partners. and that's what we did the last several quarters while this might have been a little bit of a distraction, and the outcome we think now is a good outcome for shareholders. >> freestanding stock. it's going to represent the future >> on your network said he is proud of vmware being an independent company. so that's really good for all of us and our ecosystem where dell has been helpful to us as amazon, but certain dell competitors. >> you recently got the world affairs council leadership award for recognition of being a top immigrant that's made an impact on the u.s immigration is a real hot topic in this country. i just want to hear from you what the future of it and what it could mean and what we need out in the valley and in the country from immigrants. >> thank you for that, jim i'll tell you my story is unique in the sense i came here as an 18-year-old with $50 in my pocket and to think i had the opportunity to go to ivy league schools, dartmouth and stanford,

i'm blessed. my mom brought me up to work hard and anything is possible. that's what this country is capable of i happen to live in the silicon valley and my story is probably representative of many others whether you're indian or chinese or european or african this country is great when you can work hard and the dreams are possible so i'm very grateful my objective with that award is to really give my devoted life to making an impact in this country to other immigrants so they can also be inspired by that same story. >> we're going to leave it at that because i like that good positive note. we all need that that's sanjay poonen, the vmware chief operating officer. it's a, dare i say, a cramer cloud pick back after the break

nothing gets your portfolio

high like the marijuana stocks i had to but to be totally blunt, i am worrying that maybe easy money has been made here look at canopy growth, a diversified canadian cannabis producer 10% stake in last fall potentially double its position if it wants to, which i view is the stock market equivalent of the good housekeeping seal of approval canada is going to fully legalize weed this october which is one reason high the stock has caught fire. up 386% over the past six months just don't inhale. but can canopy keep climbing i fear the full legalization of pot might come down. that's with a happened in oregon and colorado maybe i'm wrong, though. canopy is clearly a believer just this morning they acquired haiku brands, another diversified canadian pot producer and retailer for 269 loonies, that's canadian a real sign of confidence. let's take a closer look with bruce linton, the co-founder and chairman of canopy growth corporation to figure out maybe the upside may be in the stock

i don't know mr. linton, welcome back to "mad money. good to see you, bruce welcome back what's been going on since i've seen you last? >> i guess it was about not quite two months ago. >> right. >> we were only listed in canada now we're on the new york stock exchange the very first for sure marijuana company on the new york stock exchange. the good news is they let us on the exchange the bad news is i'm not yet allowed to touch the bell. it's a thing i think we traded about a quarter billion in total value since i was on the show. we listed what was the first real convertible venture in the market so it became about a $600 million convert priced at 4.25 we have a right to retract after three years, and constellation participated for about 200 million in that. >> that was very important because rob sands is a hard nosed guy. >> yeah. >> he told me, look, this is the way of the future, and i also think that for some degree, look, liquid with marijuana is going to be a big thing, isn't it >> yeah. i think the level, you know, when we were here last time, we talked about disruption and

pharmaceutical what happens after that is we announced we have the no objection letter which means the regulator for health canada, fda equivalent, please begin your clinical b trial it's running against the first indication which is primary insomnia it leads to a whole bunch of other platform stuff question turn into intellectual property, which if the price of cannabis drops, if it became almost free, i don't really mind because what it is an ingredient. and if i put that ingredient into a formulation, and that formulation causes you to sleep better and i can take that into the 29 countries that are running it as a legal thing, that's a big, big stop. >> you're both say a refinery of it and also now with this acquisition a -- well you have some retail already. >> well, if you got the choice for wholesale or retail and you can do retail with the integrated margins, prohibition is actually ending in canada and what's going to happen is people are going to come in a store and they're going to have a lot of questions and we can run it more like it

feels like you're in an apple store where it's overstaffed but you move the margins up, the experience becomes the region. guess who comes back to my store? what we really want to do is make sure when we exit prohibition, it's elegant. we have about nine months of simple products. and in second half of 2019 when we start putting beverages on the shelf with constellation, then it just grabs market share. constellation doesn't have market share in canada because they don't have brands up there. they don't have products we're kind of going in all in to take as much market share as we can. >> we just broke some news constellation is going tobe making modelo? corona >> no. in canada we're in the second half of 2019 going to be able to introduce new products likely beverages, never guaranteed but things that will allow us to compete better with the ilyse sill market. it's to squeeze out the illegal. we expect we'll be able to make beverages, and those beverages will be no calorie they will cause you to feel upbeat >> wait a sec, wait a sec. you're talking about going into a bar and having let's say a

spiked modelo? >> no. we're talking about going into a bar and have a tweed and tonic and it's something like a category creator just like what's a red bull? a red bull is a red bull what's a tweed and tonic it is its own stand alone. >> that's insane, man! >> listen, i know as we get older, it's really hard to find enough calories. so if i'm pitching you on a zero calorie option that's very light quantity at the end of the day, if you think about the active ingredients in creating a single beverage, it's not a lot of cannabis, which means if the price of cannabis actually falls, my margin increases. >> but i called your website today because you have got a new thing on your websites you just changed a lot of formulations where you don't give the precise amount of thc you give arange now. >> yeah. >> thc to me is the proof. like 86 proof, 100 proof how do i know that -- it is thc or is it cannabis plain that's in the liquid? >> so in the liquid it will be a combination of cannabinoids. think of 70, 80 potential

mixtures and we'll have three or four types and what they're going to be targeting, are you coming home after a busy day and you want to relax? or are you trying to gear up to go to a comedy club? >> six. >> what's that >> get a six-pack. >> i think we'll be able to see where it goes. but in canada what's happening is the disrupter happens when a real product hits the market in a really structured way and people can make lawful choices do, i want to fall asleep using ambien or do i want to fall asleep through this one from the clinical trial from canopy do i want to have a beverage that has alcohol or do i want to have a beverage with cannabis? >> this explains a lot about the market cap even though the stock is up a great deal, i can understand why someone says i want to be in it's realistic >> we're in now 11 countries which all have way bigger populations than canada. think of canada adds the launch pad. intellectual property and take it global, i am thinking about it taking my family on a no fly list to canada

that's bruce linton, chairman and ceo of canopy growth market. "mad money" is back after this tomorrow, kick off the trading day with "squawk on the street." live from post nine at the nyse. >> you decided that the president's a complete failure but you're going to put together -- >> thank you for that. >> how many more people am i going to have to block on twitter now? >> it all starts at 9:00 a.m. eastern. for your heart...

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on the go or on an easy sunday morning the tastes and vibes of australia are brewed fresh closer to home will bluestone lane capture the culture that coffee lovers crave? as premium coffee suddenly gone out of style? judging by the recent performance of starbucks, you may think this whole category is in trouble you know what? i think that's a the wrong takeaway believe it or not, 25, 30 years ago starbucks was considered cool, hip. now it's an international chain that still inspires. as much as i still love my venti chino with skim, it's not the

hot growth it once was it's too big that's why if you want to understand the future of the coffee business dig into smaller, privately held brands companies like bluestone lane, the chain of australian inspired cafes and coffee shops has become insanely popular. today they raised a big slug of money to double its store count and go international earlier today we had the chance to speak with bluestone lane founder and ceo nicholas stone and sre ventures matt higgins at blue stone's incredibly cool upper east side location take a look. >> it's a very big day last time i seay saw you was act of 2017. you only had 17 stores now 30 >> it's incredibly exciting. we can go to more u.s. cities and ultimately new countries, and we can also invest in our products business, our cpg business i'm absolutely thrilled that little dream of being australian coffee culture to the u.s. can

be accelerate and partnering with the rsc team. >> matt, how did you choose this investment you have a number of successful ones this one stands out as perhaps maybe the fastest grower. >> we're looking for concepts that can scale that are founder driven, that are millennial focused, and that bring something special. we've been looking at the coffee space for a long time. what you said in october, when people start lining up for a block to pay for coffee and for food we take notice. i spent a lot of time with nick and looking at how he is building it, what he is bringing, australian coffee culture. didn't know anything about it. who knew there is a reason they say melbourne is the most livable any the world. there is something special about it and nick has been exporting it to go from 11 to 30 units in basically eight months is extraordinary. there is no stopping bluestone >> all right you are a finance guy in the coffee business. can you take it a double put up 60 stores

and how much capital or at least what the company is valued at now? >> we raised $20 million, which can absolutely double the store count. >> you with that >> yeah. >> that's very aggressive saying a lot of places cost a million, two million a store. >> we found a unique way with our cost structure i think that's one of the benefits of being a banker and working finance for a decade i can look at costs with a very prescriptive lens. we focus every day on the brand. we're lucky we've got a concept that can generate cash quite early, and we continue to reinvest in the business that's the play for us it's a long-term strategic view that we believe we can be probably achieve this concept of boutique and scale at 100 stores within the next three years, and matt's big believer in that and that's why we've partnered together. >> talk about this store to me, this is the kind of thing where this is not a $2 million unit store, but it could generate those kinds of economics. >> yeah, that's exactly right. well, it does. it generates in excess of 2 two million. this is a phenomenal partnership

and great position, one of their sort of stranded assets into a community. and it's been a phenomenal success. i remember we opened with no press, no media. and the second day, architectural digest picked it up because the editor walked in for a coffee. >> it wasn't promoted. no. >> i like that >> his unique way of doing buildup basically means he drives to home depot with his crew team and does it cheap. i think people tend to be way too precious about buildup nick is laser focused because of his athlete background laser focused on doing the build-out in a way that is as scaleable as possible but doesn't overspend. >> a lot are focused on money. blue bottles sold for 500. >> i think 40 units at the time. >> but still, you're looking at a situation where if you put up that number of units in let's say nestle's comes along, a company that wants you to incubate and then they buy, what do you do?

you obviously want to run this company for a long time. same time, we're in it to make money, right >> well, i think it's that balance. it was one of the primaries since we partnered with rse is they're much more patient and long-term focused. and steve and matt through their investments have represented that so i think there has been incredible activity in the space. clearly the millennial customers are more discerning. they've been conditioned to go to the third space, but now they want something more experiential that's what bluestone offer. >> i don't mean to interrupt, but howard schultz said for years that starbucks is the third place and it's is experiential what happened? howard paved the way for a lot of places. what's different about this? for people who haven't been to one? >> well, exactly right howard schultz did such a phenomenal job, and i think starbucks has been the greatest hospitality company that's ever been created, honestly but customers are looking for something different, particularly younger ones.

and they're looking for healthier food, better quality service, better quality coffee and tea product. they're looking for more curated environments, places where they can escape and that's where blue stone's about. it's about providing ability fo someone to disconnect in this rapidly crazy world and we want to be that connection. that's the way it is in australia. starbucks failed in australia. it's the land of independence, and we want to bring more of that to the u.s. and beyond. >> talk about you could be in anything coffee, a lot of people felt was saturated. maybe this isn't coffee. maybe it's something else. >> it probably took me a little longer to get comfortable with it because that's the first reaction it's such a crowded space. when you look at it, it's not that much of a crowded space for one thing, starbucks led the way and created the whole concept of premium coffee. >> right. >> but when something has 27,000 units even more than mcdonald's in the united states, it's hard to say that's premium. it's definitely scale and definitely successful, but it's not premium. when you look at the coffee space, people realistic look for that escape, but it's not really defined. this blue bottle, a lot of

cologne, a couple of concepts. what i think makes what nick's doing unique is the idea they're able to build them out he doesn't spend a dollar on marking. >> no, i love that. >> and the customers answer in the lines around the stores anywhere he builds them. >> i live in brooklyn. you've got a grocery there is that -- you're the chain? it does? >> we built a 10,000-square-foot facility there, and it's a bakery as well but we're roasting every day, and we're actually had christina from milk bar which is another one of matt's investments come through the space yesterday. you know, it's been an incredible journey we have an unbelievable team we're really, really excited about the next few years >> now, look, shouldn't i be concerned the doubling of stores how do you make quality? >> what's happening is we're attracting better operators and better talent. we've got through that little hump where still quite embryonic and risky, and i think with a partner and the validation that

matt and rse bring, we can now grow we can attract talent that wants to incubate and grow this thing to 100, 200 units. and that's really, really exciting we've got more controls. we can govern the brand in a more prescriptive way, and we can assure the uniformity of the product quality and taste is delivered to our stores. but more importantly the service proposition at some point. >> you're private. i can say that i love the coffee i love the experience. it really does work. that's nick stone, the bluestone main founder and matt higgins, rse ventures co-founder ceo.

"lightning round" is sponsored by td ameritrade ♪ >> it is time! it's time for "lightning round." >> sell, sell, sell. >> buy, buy, buy buy, buy, buy [ buzzer ] >> and then "lightning round" is over are you ready, skee-daddy? the "lightning round." i have to go to steve in south dakota steve? >> caller: how's it going? >> we have a good tie-in for south dakota what's up? >> caller: yeah, you do. you have a very good one in south dakota what's your take on cisco

systems. i see they're switching up their business model and prescription stuff. i also see they're facing some pretty stiff competition so what's the take on them going forward? thank you. >> look, i think cisco is a very good article in the journal about all the things chuck robinson has done right. i think people ought to read it. 3% yield and they were hurt by prices which came down so therefore their prices are going to expand. josh in new york, josh >> caller: hey, jim, big fan how do you feel about herbalife heading higher >> i think herbalife lets just say easy money, though the hard money if you were fighting it at the time there is unbelievable book, you will know that the hard money turned out to look like easy money because writing for carl icahn. i think the trade done i need to go to richard in colorado >> caller: hey, i'm a big fan of yours. i've been retired for a year and i learned a hell of a lot from from you. >> yes, that's what we want. we want to teach and educate what's going on?

>> caller: i'm curious about under armour. >> i like under armour. >> buy, buy, buy buy, buy, buy! >> we got a renewed and rejuvenated kevin plank. how about darryl in new york darryl >> caller: hey, jim how. are you today? >> i am good how are you? >> caller: i'm great, thanks i had a question regarding oxen enterprises. i own it for my kids, and i tripled my investment. i'm taking out my basis. it does worry me the p/e ratio but where i read in many different places that this stock still has some room to run. >> and i agree, darryl you're playing with the house's money. when you're playing with the house's money, you got to let it run. we've been all in with this one with rick smith, i'd say for a triple and i'm not abandoning it, because this is a company that's turned into a terrific ecosystem and software play. so i am not leaving the company that used to be known as taser

i'm a tase bro anybody selling the stock. beverly in massachusetts, beverly? >> caller: hi, jim, this is beverly from massachusetts calling again. >> good to have you, beverly what's going on? >> caller: lately seattle genetics has been releasing encouraging date that in the field of oncology. i bought seattle genetics in the most recent prior to the last earning. my question is do you find seattle genetics worthy of an acquisition and should i continue to hold >> a couple of years ago, we went out there and met them in seattle. i got to tell you, for a while i really felt that i was dead wrong. i'm glad to see that a lot of things we talked about came to fruition hold on. jeff in texas, jeff? >> caller: >> hey, jim. just wanted to know your thoughts on roku. >> i got roku wrong initially and then i got on board after my kids said dad, what are you doing? roku is real i thought amazon was going to wipe them out that was incorrect. amazon does not always destroy, even though we still call it the

death star susan in maryland, susan >> caller: hi, cramer. you tonight, my dear i want to ask about procter & gamble all my other stocks in my portfolio have gone up, but that one is down. can you please enlighten me on that, cramer >> okay, i recently pulled up with nelson peltz who is now on the board of the corporate governance i ran for the street. i felt emboldened to think this company is going to be doing the right thing, but it's not going to happen in this quarter. i want you to wait for this quarter and buy more if it goes back down do 75 because the yield is good. and i think that nelson is going to shake things up and do a lot of things right to help out the good buy charles in california, charles >> caller: yes, hello, jim. >> hey, what's going on? >> caller: fine. i'm calling you about bank of nova scotia. >> oversold, well run, terrific play on both latin america and on canada. i don't get this thing at all. it should not be down like this.

and that is the conclusion of the "lightning round"! [ buzzer ] >> 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

♪ president trump caught a lot of flak today for claiming that germany's captive to russia because they paid billions of dollars to moscow for natural gas rather than spending 2% of gdp on defense spending, as

everyone in nato has pledged to do, even if that pledge was technically nonbinding maybe that wasn't the most diplomatic approach. chancellor merkel grew up in soviet controlled east germany so she probably was not thrilled sure, the president wants to withdraw america from its role as the world's policeman, and he absolutely has a point that germany's extremely dependent on russian natural gas, especially as they phase out more coal and nuclear plants, although some might suggest he should lay off these accusations until that mueller investigation is wrapped up that's it. i suspect trump is also playing the role of manufacturing chief here because if he can get our allies to spend more of their gdp on defense those orders are going to go to company likes lockheed martin, northrop grumman northrop grumman putting in for raytheon's global solutions for missiles perhaps trump would be happy with a huge order for tanks made by general dynamics. we still saw how important that plane is to pratt & whitney

division of united technologies. we went to a plant that makes them a few years ago it's not just ammunition, though there is also an energy side to this equation. trump wants germany to wean itself off from russian natural gas. how can they do that by placing orders from north american liquefied natural gas, an export market that is really taking off because the fuel is so much cheaper here than in the rest of the world. i've been following this issue from practically it's inception. i know been a devotee based on a division that the u.s. would become a natural gas powerhouse because it has so much and it's a glut and we could build facility here is to export it to there while he no longer runs cheniere, it's our largest exporter that has become a major force along with dominion energy suki, who is now chairman of talurian tells me this is still in its infancy the chicago exchange announced

it will start quoting a gulf coast price to facilitate trading in the fuel. no kidding gulf coast this is where the plants are going up okay and it's just red hot. so only one issue. even as we're flaring more natural gas than we use in this gas, can you imagine, even as we're now the world's lowest cost producer because we have so much of the stuff, all the export facilities we're looking at are either not built yet, not finish order sold out if they are. mostly to mexico, but also to south korea and china, yep, the same china that we're so concerned has the upper hand in all those trade negotiations as suki told me, and i quote, the european players need to actively pursue opportunities to compete with asian demand. yes, i'm geving germany a path place a lot of orders with american lng companies for the future the ones that are currently building up plants so when they're done germany can legitimately wean itself off from russia. look, this show is not about geopolitics or geography, for that matter. you don't really care about my views on foreign opolicy you come here to find out about

stocks soy mention this stuff only because there is a way to profit from the rhetoric. whether you agree with it or not, even if you think it's insane i don't know whether germany is willing to play ball, but if today's tough talk makes a difference that will give these industries a boost american natural gas stocks are worth owning here. if anything, judging by the vociferous nature of our president's strident tone this morning, it's still early. stick with cramer.

remember rounding up the usual suspects that actually get bought now on china. three i want you to think about. salesforce, visa, and mastercard if they pull back, because they've become the new anti-china kings to go along with fang. i like to always say there is a bull market somewhere. i promise to try to find it for you right here on "mad money." i am jim cramer, and 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." ♪ my name is jackie courtney, and i live in brooklyn, new york. when i got married a year ago, i had a hard time finding a dress that i loved and that i could afford. i, like most brides, want that dream dress that i've seen in magazines. those dresses, however, cost upwards of $10,000, which is a price, in today's economy, that most girls can't afford. my business, nearly newlywed,