since before i was a teenager. i'm staying long. >> are you back with us tomorrow >> say it, pete. >> giddy up! >> you know what else is giddy upping >> celgene >> darn right it health care biotech, baby. >> all right that's it for us "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 is 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 you, but to educate and teach you. so call me at 1-800-743-cnbc, or tweet me @jimcramer. a day like today, a day where the dow dropped 81 points, the s&p lost .10% sent, nasdaq

advanced, makes you feel like you should never get comfortable with the industrials, even the best of them, because they are precisely the companies that might end up being sacrificed on the altar of beating china that was the take away today pretty much the opposite of yesterday. tuesday morning we got word of back channel talks between treasury secretary mnuchin and the chinese government but then after the market closed, we learned that the white house might be upping the stakes in the trade war. that combined with a zero sum nature of apple's success as a it romps toward the trillion dollar market cap defined today's mixed session. first, let's do some stipulating. while there are free traders in the trump administration, including chief economic adviser larry kudlow and treasury secretary mnuchin, their free trade rhetoric does not extend to china adds things get more grim for the chinese economy, which is exactly what's happening when you look at the data, you better believe the president wants to

accelerate the process in order to force china to open up its markets. that's why trump is weighing whether to increase the suggested tariffs with a billion dollars from chinese imports from 10% to 25%. now the president has two advisers, mr. outside robert lig hauser and mr. inside, peter navarro. these guys are definitively not free traders [ buzzer ] they believe that china has totally taken advantage of us. they see trade in zero sum terms. there has to be a winner and a loser. now what would winning look like to them? well, they want no more joint ventures with bogus chinese companies that steal our technology and take half of our companies' profits no more targeting mesh industries like steel in order to create jobs in china by destroying jobs here no more dumping either these guys get a lot of flak for being protectionist. but when america businesses get approved to do business in china, it shouldn't have to do it as a joint venture. when a qualcomm tries to merge with nxp semi, the chinese

government shouldn't block it on some sort of bogus monopoly theory when our industrials want to do business in china that >> shouldn't have to give away their trade secrets. lighthouser and navarro want china to operate like every other country we do business with despite all the hammering about how in spite the perception the chinese have more to lose than we do. about the direction of the government stance with our trade policies there is a recognition in the decline in layoffs simply may not be tolerable that's why the white house believes we can win this trade war. now it's possible they're misreading the chinese government maybe they'd rather take the pain than be seen giving into the west but there is reason to think that's not the case anymore. that the war is winnable that's why it's really hard for the president to say you know what we have to start worrying about boeing sales or caterpillar or 3m's no, that's not his agenda. i joked this morn when we came

up with fang now nabi we need a navarro basket, an etf with a group of stocks that goes up or down on the truces and tur moyles and slings and air trophy's trade war. you see the chinese oriented industrials rally off of steve mnuchin's constructive rhetoric, you buy a navarro basket made up of cummings, honeywell, united technologies and a bunch of others before the boom gets lowered on the chinese, you sell, sell, sell -- >> sell, sell, sell! >> or maybe even short your navarro basket, and then -- now today aerst other story line apple is kind of a zero sum game when apple does well, it's so powerful that unless you make components for their hardware or you've got an app in their app store, their stock may not benefit nearly as much as you expect even suppliers can have a tough time because apple has the bargaining power to purt if not crush the gross margins. in the trade war apple is a bit like switzerland it's a dominant company in so many markets while it's only the third largest cell phone maker in the world, it owns the premium

market, the most lucrative market of the entire mosaic. apple has been making a killing in greater china, putting up fabulous numbers for the quarter. but what really makes them immune to tariffs is employment. apple suppliers and assemblers put thousands of people to work in the people's republic if china was to slap a tariff on iphones they would actually be cutting off their nose to spite their face more important, in the stock market apple doesn't generate a lot of pin action. in the old days people thought of it as a tech stock. but these days people are realizing more and more with its incredible ecosystem, its fantastic brand loyalty, and of course that service revenue stream, apple is more like a consumer problem stock, a razor 46 razor blade model so we can see how much cheaper apple stocks very, very good chaens but are more expensive, clorox, colgate and coca-cola. in short, apple is good for

apple. but what's bad for facebook is bad for a vast swath of stocks facebook punches well above its weight and right now it's punching hard it makes sense facebook representing advertising, the cloud issues and bad press. it's easy to extrapolate from facebook apple on the other hand is kind of a sui generous situation. hard to extrapolate from them. one other thing. this market gives buying opportunities. we saw the banks get slaughtered when rates werer going lower now rates are going higher again and the feds signaled they're going to keep rising the banks are superb investments. drug stocks got slammed off presidential criticism but then the earnings came out they were so strong that the stocks were too cheap. suddenly they became beloved again. today' hated group, the retailers. i'm not buying that i think the last three months are the least important months of the year for retail, and i do believe that back to school will be quite robust that means you have a lot of places to win. i know there are concerns about the new tariffs. if they're put in place, won't

they hurt the retailer seniors in i'm not as worried as many others because i see them moving private label apparel business out of the people's republic from manufacturing into other countries. i suggest you use this weakness to buy those stocks. now i know that the clients and the industrials are more stark and vicious than the rallies, and that creates a level of fear that can shatter confidence. all i can say is you shouldn't own these industrials unless you think that we're going win the trade war relatively soon. i think we will, as long as people remember that winning doesn't necessarily mean that china has to lose. i think it just means that when we get to win as much as they do the bottom line, if you can't deal with the volatility, if you can't use the panic attacks to -- >> buy, buy, buy >> go all index funds, will you? because the moves will only be exacerbated until the chinese blink. and then you'll catch a move that could be extraordinarily bullish. but until that happens, the forecast remains delicious pleasure followed by maximum pain now where is that navarro etf

when we need it? let's go to bruce in texas bruce? >> caller: boo-yah, jim. >> boo-yah, bruce. what's up? >> caller: well, my question to you is about alcoa i've been following it over the last few years, and i've been particularly interested in the contracts that they've obtained -- ford, nasa, boeing and feel that that's very supportive to their bottom line. and my question to you is with the tariffs that have come out, it seems the price action has actually reacted negatively. >> well, let's remember there is arconic is the one that provides a lot of the products. they make the pars of the engine for airplanes. alcoa is the raw alcoa aluminum maker. they're not doing that well. the last quarter was not a strong one what have they been hurt by? tariffs. stewart in new york, stewart >> jimmy, how you doing? is it hot enough for you >> yeah, i guess so. >> caller: i got a good

speculative buy on chesapeake energy they're reducing their debt, holding on to cash, and it looks like oil has bottomed out. so i want to get your opinion. >> you know what they sold the utica properties we did our show from the utica properties when the late aubrey mcclennon was alive. i wasn't happy with how much they got and i didn't think it helped their debt, plus natural gas prices refuse to lift. we flare more natural gas than we use so i'm going to have to say ixnay on the chesapeake. it just had a nice move up and i would do some -- >> sell, sell, sell! >> fred in maryland, fred! >> caller: hi, jim pleasure to talk with you. >> same. >> caller: my question is about bioed me which manufactures a heart support pump. >> right. >> caller: the stock has had a phenomenal growth. it has risen to a peak of 450 in june and just prior to reporting

earnings on july 26 the stock was at 430 from what ci could determine mo the stock was very good yet it plummeted down about 17% >> well, look, fred, i agree with you look, these stocks are highly emotional stocks we see this with edwards life sines sciences a lot and edward has come back. i think it is a good company and it will come back. look medical device stocks are inherently volatile. i think you got a good one if you can't handle the heat, go with an index fund these wild moves are going to keep coming until china blinks if they blink. on "mad money" tonight, there are two legendary names we that both reported yesterday. i'm comparing png and apple. don't feel like moving from the couch? you don't have to. i'll tell you how to stay in the familiar comfort of your home can make money and the grass might not seem greener for ag shareholders, but

could the company still fertilize portfolios over the long run why don't you kick '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.cnbc.com. or give us a call at ss800-743-cnbc mi something head to madmoney.cnbc.com. when my hot water heater failed, she was pregnant, in-laws were coming, a little bit of water, it really- it rocked our world. i had no idea the amount of damage that water could do. we called usaa. and they greeted me as they always do. sergeant baker, how are you?

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if your grandfather hadn't worn it, you wouldn't exist. that's the inscription on the back of my old spice deodorant bottle and every time i read it, smile, because indeed, my grandfather used old spice and truly the mind-set of my era, that's exactly why i buy it i stayed loyal to it from the days i first needed to wear deodorant, or at least from when i first realized i needed to wear deodorant will i ever switch no, no more than i would ever switch from the apple ecosystem

to some who cares hand scent company. but apple gets a heck of a lot more out of the brand loyalty than procter & gamble and old spice. if there was a theme running through the conference call is that people around the world changed their behaviors and preferences rapidly, often based on price brand loyalty is tough to keep now with the 5% price hike on bounty, charmin and puffs, i think it's a risky, risky bet for one of the world's largest consumer products companies as nobody can guess if the price will stick for competitors will follow management acknowledges prices have skyrocketed and they have to pass the price increase to their consumers or risk extinction maybe that's fine for tissues, but with important lucrative franchises like grooming already decreasing 3%, it's an open question whether proctor can possibly get away with it for some of the products now let's consider apple it's got a 96% customer satisfaction rating on all of its products, a list that's

quite prodigious these days including 98% satisfactory level on the latest iphones. remember, those were supposed to flop no one was ever going to buy a phone with a pain in the butt facial recognition for $1,000. totally wrong. most popular ever. as ceo tim cook says, the customer sees the value proposition and seizes it. or another way to look at it, the buyer is willing to pay the freight. apple has a $9.5 billion service revenue stream growing this quarter and a 31% clip year-over-year, and not to mention 300 million paid subscribers. when you have those customer satisfaction numbers, when you can pick up market shares as easily as apple can because of its representation, then sure, you can get away with raising to $724 as they did this quarter. now the most important number in the consumer products lexicon is organic growth i like to think it's a sign of winning through innovation, adding new categories.

proctor gave you a paltry 1% organic growth this quarter. apple, now there is so many different growth measures, but all of them point to what i can only describe as a double-digit blend, and a consistent one at that with accelerating revenue growth it's not just new phone sales to get customers to lovingly embed themselves deeper into the web procter & gamble, it has no ecosystem anymore. nobody links any of its myriad products with each other i used to use old spice body wash until one day i checked off a box for bath wash from this dollar shave club, and now it keeps coming and coming and coming automatically and endlessly. one less bag in the grocery bag. so i ditched old spice they didn't even have that product in grand pop's day so it's no betrayal. oh, and let's not bury the lead too far. i always used to use gillette razors and blades, but i switched, even though i do like

them why did i do that? because you know what? i hated chasing down a clerk to open the stupid plastic case they're hidden behind. i think gillette will soon need to cut prices dramatically if it wants to maintain its share. apple sure doesn't have that problem. let's get back to the old spice example. that grandfather inside jokey come on line on the back of the old spice container, do you think that means negative the general xors and millennials an oxymoronic term in the goods industry while i'm slinging truth at you, in the new world, where are people increasingly buying things online you don't even see the other side of the bottle, the side where the most promising part of the old spice shtick lives even if they knew what their grandfathers used, it no longer means anything here is the punch line procter & gamble stock sells for 17 times next year's earnings estimates. apple, with a stock i tell you to own, not trade sales for just 15 times next year's earning estimates. and that's without backing out a

massive cash order how wrong is that? i don't know you be the judge let's go to bill in georgia, please bill >> caller: hey, boo-yah, jim how. are you? >> i'm real good, bill how with you >> caller: good. my question is google brands, nwl. as we know, carl icahn has taken a position and i believe he has gotten some board seats. my question, do you believe this company is on the right track? i know there is supposed to be a stock buyback, but i haven't really seen a big enough bump for that. >> remember, carl's buddy ian is friendly a 3.5% yield. a lot of things have gone wrong including raw costs, but i think those can turn i am a believer that the stock is going to work here, but it is not going to work like that. brand loyalty doesn't mean much anymore, and that's bad news for

png. apple on the other hand, you have no choice but to stay loyal to that eco. much more "mad." pizza, video games, target and cash no, i'm not talking about your college years. i'm revisiting the stay-at-home economy to tell you which stocks tend to benefit. then, i'll clue you into new ways to profit from the rise in popularity of chilling at home it's a one-two punch and agco ceo has plenty to say to donald trump the last time he joined us. >> i think now we have people in washington who don't listen. they don't read. they don't listen, and they have a maybe not the brightest i ulsawod y. >> now we'll see if his message to washington remains the same so stick with cramer imagine traveling hassle-free with your golf clubs.

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♪ welcome to my house ♪ baby take control now for the past couple of

years, i've been obsessed. i've been beating you over the head with the idea of the stay-at-home economy, the idea that there is so much new technology that allows you to eat and order things and be entertained right from the comfort of your own couch. so how does the stay at home thesis holding up? a year ago i recommended a bunch of stocks as a play on this theme, and most have done incredibly well. the only real question is whether or not they can continue to let's say be standouts, except for a couple of cases so why don't we take a look. let's begin with the food plays, the companies that make it possible to spend the whole weekend without ever leaving the house. all right. we got a couple here first there is domino's, okay. domino's pizza, which i spent years calling a technology company that just happens to be a pizzeria, because their digital business is so good. and look, these guys are clearly doing something right, because the stock has been a gigantic winner it was trading at 10 bucks when i first started recommending it a little over eight years ago. it was $170 when i called it a stay at home play on the economy

at november 2016 now it's 270 that's right, 270. 10 to 270. it's up nearly 60% in less than two years. of course, domino's has pulled back from highs recently as the company reported a less than perfect second quarter and lost its long-time ceo patty doyle. but i liked what i heard from the new ceo richard allison when he came on the show a couple of weeks ago. for the better part of a decade, buying domino's in the dips has always been the right move i don't think it will be any different this time. things, there is grub hub. something we believed in and everyone else is saying come on, that's a commodity delivery service. it is a huge part of the stay-at-home economy because there is another aspect to this whole thing. it's not just about being able to eat or watch whatever you want without leaving home. it's also about never having to speak to another human being i've seen this in action millennials hate talking on the phone. they hate talking. grub hub lets you get delivery or takeout just by going to the app or the website no wonder the stock is on fire

it was trading in the 40s when i spoke to the ceo in may of last year it's tripling in less than a year and a half. the most recent quarter was stunning, setting the stock surge 23% last wednesday, that's right, within day. since then the whole nasdaq has sold off hard, including grub hub which is down a quick 16 bucks from the highs i think it's a steal here. grubhub has nothing 20 do with the weakness on facebook and twit. >> and we know for a fact their business is on fire. let me throw in two quick additional food plays, mccormick and tyson foods. mccormick is the big maker of spices and seasons tyson's all about frozen beef, pork, and chicken. basically, if you're plng to cook your own food, they're essential. after marking time for most of last year, mccormick's stock caught fire in the wake of the most recent quarter. i continue to be a huge fan. skeptical? here's what i want you to do i want you to go to your local walmart like i'm about to do, or at least show you. get this you know what? you take a look at the walls of french's mustard as well as frank's hot sauce, but i wasn't

as obsessed about that when i took this picture in louisiana and the aisles are chock a block with their spices too. wow, what a picture. it tells a thousand words, doesn't it tyson, on the other hand, has been a real dog lately it's down 29% year to date ouch they had to deal with a host of issues from product recalls to trade woes the best i can say is the stock is new dirt cheap, selling at nine times next year's earnings estimates. but it was a miserable conference call that i just got off with them. there are easier ways to bargain hunt i'm going to take a pass next player of the stay at home economy video games. the rising popularity of e sports has turned this into a huge market. there is the technology behind video games keeps getting better and better plus you've got a whole generation of adults who are practically raised by nintendo which leads to act vision blizzard, electron nick arts i've been recommending all three for ages but if we look at how they've done over the past three years,

it's stunning. up nearly 8 s 180% act avision up 82% ea now 2017 was a terrific year for these video game publishers, but 2018 has been choppy the new year started strong, but then all three stocks sold off hard in march and early april. why? because people were worried about the rise of these freeto play battle royale style games, fortnight for instance they've become incredibly popular. do not get me wrong. fortnight, it's huge it's got 125 million active players. but when activision and ea showed wall street they're doing great and translated into epic multimonth rally however, in the last week, take two, activision and ea have seen their stocks get smashed last thursday, the cults were solid, the earnings guidance well below expectations. so the stock has plunged from

146 to 127 it came in too hot to the quarter. it's dragged down the rest of the group with it. plus, the big tech sell-off hasn't helped, nor is the news this monday that a giant hedge fund manager has placed a massive short bet against nintendo each when activision had boffo numbers, it didn't make a difference much too hot where do i come down take two and activision both report tomorrow. i still like both companies a great deal, and i would view any additional weakness as a buying opportunity, unless either company says something incredibly negative that changes the equation honestly, though, it's hard to imagine anything that could actually seriously derail the long-term story here, especially for take two, which has some huge titles coming out later this year like red dead redemption too which my becaming friends tell me is going to be the best ever. logitech, designed specifically for gaming logitech has been dragged down by the recent tech sell-off,

even though the company reported very strong quarter on monday. management raising their full year revenue forecast. i think it's insane. i think logitech doesn't care if the traditional video game publishers are losing market share to fortnight they win either way. yesterday's pullback a gift. finally, last but certainly not least, we can't really talk about the stay-at-home renaissance without addressing the elephant in the room i'm talking about amazon this stock is trading in the low 800s in october 2016 now it's trading in the 1700s, almost to the 1800s. amazon is a juggernaut while other parts of fang may be faltering, amazon remain on fire with gaining year to date. this company is the ultimate disrupter in retail. prime is one of the greatest bargains in history and it gives them nice recurring revenue stream and the biggs player in the cloud. it's red hot the latest quarter here was a thing of beauty. i've long told you that amazon could turn on the spigot and make itself much more profitable whenever it wants. that gigantic earnings beat more than $5 per chashare.

we own amazon for charitable trust. i think any pullback, buy it bottom line, the stay-at-home thesis stands. most of these stocks havegiven you tremendous gains, and many of them are still worth owning stay tuned after the break and i'll tell you about some new stay-at-home plays let's go to mark in florida. mark >> caller: jim, how you? >> court of appeal good. how about you? >> caller: good. with regard to campbell soup with the acquisition of kraft, heinz or general mills works you require it a buy or sell >> i never recommend stocks a takeover basis, i recommend on the fundamentals that stock is going to go lower. let's say i'm not on board with campbells. i do like pepsico on earnings basis. tony in south carolina, tony >> caller: hi, jim thank you. this is tony i just want to ask about shopify. they've just had their earnings report and beat everything by 50

to 60 plus%. now today down 20% why is that and where odo you see the stock going? because i can see 200 at the end of the year. >> i don't know about 200, but i thought the quarter was good i think there are a lot of people gunning for stock, saying nasty things about it that just aren't true. that much as i think shopify is okay, i've been a huge pepsi fan, and that's been the one to own other than amazon. calling all couch potatoes most of the stocks have given you huge gains and are still worth owning much more "mad money" ahead, including some other ideas about how to ride the stay at home wave and then my sit-down with the ceo of agco. here is what he had to say about trade tensions the last time he joined us. >> it's stupid to believe that with this kind of protectionism you can achieve anything >> how does he feel about the tariffs now? and of course all your calls, rapid-fire in tonight's edition of the "lightning round. so stick with cramer for your heart...

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and accessoriesphones for your mobile phone. like this device to increase volume on your cell phone. - ( phone ringing ) - get details on this state program call or visit ♪ before the break, i caught you up to speed with the performance of the stay-at-home economy names, and for the most part they've been working very, very well.

but this is a huge theme the idea that people, especially younger people prefer to stay at home staring at multiple screens rather than going out, it's here to stay. the thing is, given how much many of the original stay-at-home stocks have run, i want to find you some new ways to play this incredible long-term secular growth story so let's go to work. first off, there is food if you never go outside, you still need to eat. as i told you earlier, i still like grubhub and mccormick tyson foods hasn't been working. how about we replace it with a different packaged food play, something like cag that's conagra i've been recommending it thanks to the strength of the frozen foods division you stockpile the food so you can heat it up and make it for yourself in front of the tv or the computer rather than going to a restaurant. what makes the stock attractive here well, the packaged food stocks have mostly fallen out of favor of the wall street fashion show, i'm a big fan of conagra's

recent acquisition of pinnacle foods pinnacle's bird's-eye brand will give them more exposure loved by chintzy millennials. the deal makes them the second largest player in frozen after nestle i think they'll be able to negotiate much better going forward. at the same time they'll be able to get more control over the transportation labor costs that have bedevilled the industry the market did not react favorably to this transaction. many people felt that conagra is paying too much. i think the superb management team at conagra totally gets it. plus ceo shawn connelly has a terrific track record when it comes to integrating acquired properties the deal turns conagra into a growth food stock, and that's a real rarity. the darn thing is still pretty cheap. think of it as a play tonight freezer aisle. how about entertainment. a huge part of this thesis is that these days people have so many options on tv and on their computers, they just sit on the

couch. it's become a police chief more attractive proposition obviously netflix has become a game changer because they realized before anyone else that people just want to binge watch their favorite programs at home. and they've given us some fantastic shows to binge on. why go out when you can spend a dozen hours watching the lates season of lou gauge. netflix has gotten slammed over the last few weeks last quarter was a mayor disappointment it missed the subscriber forecast by more than a million users. but since then, even with that decline, let's not forget that netflix stock is up. stock remains expensive here most expensive of all fang this is a big buck, but i have to say, i think that in one, two, three years, well, netflix is still going to be a core component of what people watch it's not going anywhere. it's still taking over the world. the value proposition of the

fang knaanachronisanachronism. when you look back at the pullback, you'll be probably kicking yourself if you didn't use the weakness to do some buying just be careful to buy it gingerly, gradually on the way down next stay-at-home entertainment play, here is one i haven't talked about in ages because of this merger and acquisition stuff. disney for years this media titan has been held by espn. that's right they've been losing some subscribers in what was once the crown jewel. the stock has done nothing since 2015 as nothing did seem to trump the narrative of espn. so this year disney changed the entire conversation around its stock, with the potential acquisition of 21st century fox's entertainment assets after winning a bidding war, disney is getting some incredible properties that they can close on this deal they're going to be in a fabulous position to either license their content to streaming video providers on very favorable terms or launch their own streaming platform, which is the idea they've been talking about lately that's what they've done with sports they launched espn subscription

streaming service. i think it's working i like it. the best part, even with the recent run, disney still sells for less than 15 times everything that's next year's earnings. this is a premium name, a premium company with premium management it sells at 15 times earnings. that seems wrong to me who else wins from the stay-at-home economy here is one that i keep championing. i'm weight for others to get behind it's called spotify. this company is the king of music streaming. they've got a powerful subscription based subscription model and they are brilliant they're so nonpromotional, they didn't even do an ipo. they brought spotify publi through a weird listing process designed to help their existing shareholders take profits. i started recommending at 145. now it's at 180. last week it was trading as high as 199 since pulled back hard what's happened here well, the stock rallied like crazy last thursday after reporting a complicated quarter. spotify's headline numbers weren't that great, but the user growth was phenomenal with premium subscribers up 40% to 83 million. the stock caught fire. be then the big tech sell-off

crushed spotify. it's trading 8 bucks below where it was before it reported the amazing numbers. i think it's crazy i think the stock is a buy right here now let me give you a very small, very speculative name that fits in with the stay-at-home thesis, and it's one by the way that a viewer brought to me and i did the work, and here we go are you ready, skee-daddy? turtle beach yeah, that's here, he-e-r-e for your gamers. the numbers here have been stung, which is what's allowed the stock to rally more than 1400% year to date 1400 still scrambling to catch up turtle beach is incredibly speculative you. should only buy a stock like this with money you're prepared to lose. if you want something high risk, high reward, it is still worth considering. hey, speaking of audio, be on the look out for the sonos ipo later this week. a lot of people are exexcited fs

maker with double-digit revenue growth kind of feels like roku to me. we'll have to see where the deal actually prices. but if it comes at reasonable price, sonos could be a good addition to any stay-at-home portfolio. finally, i want to give you one last tangential ecommerce play everyone knows about amazon. but how about prologics. their number one customer, amazon when you order stuff online so you don't need to go to the store, the odds are good that your package when through a pro logis warehouse. in april, the company announced that it was buying another stock we like very much, dct industrial trust, which will cement their leadership in the industry since then the stock has barely budged a lot that of is because the real estate investment trusts have fallen out of favor interest rates are rising again. but prologis is the kind people don't own for the 2% yield it's a growth story, for heaven's say, a fabulous play on ecommerce and therefore i would be a buyer when you have a powerful

long-term theme, don't just sit on your winners. think about who else could benefit it from and augment your hand when it comes to stay-at-home economy, you might want to add any one of these i like a lot of them i like conagra how about netflix, down huge how about disney, still well off its high spotify down from last week. prologis, your shopping list include one. oh, and maybe even turtle beach, but only for pure unadulterated rank speculation "mad money" is back after the break.

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"lightning round" is sponsored by td ameritrade >> it is time! it's time for the "lightning round. >> buy, buy, buy, buy, buy, buy, buy, buy, buy. >> serena williamll, sell, selll sell, sell, sell, sell, sell, sell, sell [ buzzer ] >> and then the "lightning round" is over are you ready? sal in florida, sal? >> caller: jim, how you doing? i've been watching your show for 15 eyes. >> 15 years. >> caller: you're still the best show on tv. >> thank you >> caller: so, jim, i want to ask you about dropbox.

>> no i want to you to buy ahead of the quarter i believe the business is quite pro bust there not as good as spotify in terms of going fee to pay, but i think it's terrific and i would do some -- >> buy, buy, buy >> hey, jim, this is paul from alabama. >> all right. >> caller: are you familiar with maxed linear >> why would you buy maxed linear if that's what you want to do. judy in california judy >> hi, mr. cramer. >> judy, how are you >> caller: so nice to talk to you. >> thank you same what's up? >> caller: thank you for taking my call. i have a question on terra form renewable energy i do purchase some for the growth and the dividend. >> yeah, i think it's okay i think you're taking on a little too much risk i don't want to reach for yield and that's exactly what you're doing. if you want a 7% yield, i would go with that dominion midstream, because they just raised the dividend, and i think therefore it's safer

just not my cup of taecht let's go to josh in nevada, please josh >> caller: hey, jim. a big boo-yah to all your staff. >> they're smart they make me look good. >> caller: especially kathy. she is awesome for getting me on today. and she deserves a raise. >> i agree. >> caller: any way, i want to talk about agnc. >> you're going to get 11% yield but the stock is going to do absolutely nothing you might be losing on your principle. that is not what i want. i want to get capital gains and i want an increase in distribution not just the distribution. i think that thing is -- i've been rayling against it, and i continue to rail against it. wayne in texas, wayne? >> caller: boo-yah to you, jim how are you doing today? >> all right how about you? >> caller: i'm doing fantastic another day in paradise. >> there you go. thinking the same. >> caller: hey, int. >> oh, i've looked at that a million tliechlts is not a loft growth, there and i think it's a kooky little stock that doesn't

have a lot of upside how about premal in texas? >> caller: hey, jim. how you? i'm a first time caller. >> okay. >> caller: here is the stock that is kind of giving me some ulcers over the last year. the name of the stock is applied opt toe electronics. the ticker is aaly. >> fiberoptic networks are so hard geez you're taking your life in your own hands stocks i don't want to do this. there are so many high quality companies that i don't need to do that for. i'm going to say please stay away from applied. it really is just very hard. look, i don't even feel good about juniper. none of these. jack in ohio >> caller: thanks for taking my call, jim. >> of course >> caller: hey, i'm right in the middle thinking about adding a couple of good dividends to my holdings, and i'm right in the middle of your book "getting back to even." what do you still think about pitney bowes incorporated, pbi >> no, no. you're looking for yield there,

and i got to tell you that's a total red flag and that company has done quite poorly and i do not think you should be in there for that dividend when i'm very worried about the actual principle i think you get very hurt. let's go to justin in maryland, please justin >> caller: jim how you doing? thanks for taking my call. two quick questions. what do you think about vodafone and how are my baltimore ravens going to do this year? >> baltimore ravens. they're much easier. they're not going to do well there you go i do think that vodafone -- frankly, i don't understand why vodafone is doing as poorly as it is. but when i see that yield, again, say red flag. i've got a lot of red flag yields tonight we do want yields that are good, but we don't want outsized that means there is too much risk and, that ladies and gentlemen, the conclusion of the "lightning round. >> 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

can agco still make their heavy machinery go >> our so-called trading partners love to go after american agriculture, and sure enough, that's exactly what china has been doing if trump wants to make life difficult for the chinese government, they're going to do what they can to make life difficult for trump'svoters, whoever lives in rural areas where farming is a huge part of the economy. so when retaliatory tariffs,

it's the agricultural industry that gets hit the hardest, which is why president trump had to revive a depression era program to bail out farmers. how bad is the disruption? to get a sense i want to check in with agco, the big maker of farm equipment while the stock has been punished of late, down almost 14%, the company reported a better than expected yesterday agco repeated earnings. >> higher expected revenue 17% year-over-year north america was the strongest region of 25% year-over-year so how worried should we be about the impact of a trade war, and how is the farmer doing? let's take a look with mart mar, the chairman and ceo of agco martin richenhagen, welcome back >> thank you >> last time we had tough words about our president, but when i look at your quarter, i think north america, which is supposed to be hurt so bad was a fabulous area strength for you.

so try to explain to me, please, why tariffs are bad if your business is so darn good with the farmers in this country. >> well, actually, i think farmers invested and the main reason most probably is that the farm equipment age, because they didn't buy so much during the last years plus we also have some very good brand-new equipment. we just successfully launched our brand-new bic combine harvester called ideal and today rereceived the world leading design award which of course is very good for us and this thing will sell next year, i promise you. >> all right, so martin, if president trump gives relief to farmers, i'm talking about distributions from the treasury to the farmers, won't they go and buy agco equipment isn't that whatfarmers do when they suddenly receive a big check? >> i think hopefully that's what

they do. so we don't know exactly yet how that works we are in contact with sonny purdue you know i know him from his time here in georgia we're headquartered in atlanta, so we have a very good relationship and what i of course would like to see is something they did in other countries in the world like in italy, spain and france. they called it a scrapping law so basically, they subsidized investments of farmers under the assumption that the old equipment would go out of the country, which would be great for the environment. less emission, less fuel consumption and more modern technologies >> i want to ask you about raw costs. a lot of companies have been complaining that the costs of steel has gone up, aluminum. you're a huge buyer of steel what's it meant to your bottom line >> well, actually, that is true. so that means our steel prices and our aluminum prices went up

substantially, but we price for it so that means we can digest that we have a very strong focus on margins, and we will basically come up with a program for the two years, 2019 and 2020 to basically outperform the industry and that of course you can't digest price increases for raw materials. so therefore you price for it. and finally, farm verse to pay for it >> all right is there a point in time where i want to own the stock of agco and not worry about south america? i mean, it always seems like one country is screwing it up, but at the same time the market is too big to ignore? >> i think that's the beauty of agco we are so global that at the end, this does balance out so you might have a pad year in one region and have an excellent year in another region so that means south america, yes, they struggle right now i see them coming back strong so our order book is excellent.

and what i think is now china buys or will and starts to buy beans from brazil because of the problems here with the u.s and on the other hand, then it looks like the eu comes to a deal with the u.s. and now starts to buy beans and corn from america so that means things are shifting around. we prefer stability and continuity, and we prefer free trade, but at the end, i think we can adjust to almost everything >> well, i've got to tell you, i think you're much more optimistic than when we spoke last, but you also just put out a terrific quarter martin richenhagen who is the agco chairman and ceo. great to talk to you, sir. thank you so much. stock is inexpensive it's been inexpensive, and it's made you money "mad money" is back after the break.

i like to say there is always a bull market somewhere, and i promise to find it just for you right here on "mad money. i'm jim cramer i'll 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." ♪ is an entrepreneur from lubbock, texas, with a solution to one of the holidays' biggest headaches. hi. my name is shawn genenbacher, and my company is lite-netics. i'm seeking $125,000 in exchange for 20% of my business. now, everyone loves the festive atmosphere of the holidays.