twitter, i am still long. >> love my groceries you know that. >> kroger. >> ahead of earnings. >> that does it for us thanks so much for watching and so you back here for more fast the "mad money" with jim cramer 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. 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. we need to stop treating fang -- facebook, amazon, netflix and google -- as a proxy for the

whole market the dow advanced 23 points, the s&p declined and the nasdaq got pulverized everybody starts freaking out. because the fang names are so high profile, and they're leading us down. >> sell, sell, sell! sell, sell, sell, sell, sell, sell >> but markets can't go up every day, darn it there is nothing wrong with big capitalization tech getting crushed while dowdy old industrials finally get some bounce in the spirit of someone who loves to cut back his tomato plants for the best beef steaks around, it's healthy pour the market to do prune together. after today's stunningly negative action in the naz, i know it's hard to write an obituary forfang i actually wrote obituaries for a living in my ink-stained day i can't blame anyone for feeling like these fast growing

companies are dead men walking it's never fun finding stock in a ceo who is being drawn and quartered in front of congress, thi facebook and twitter who the feels safe owning the cloud kings, companies that are exploiting the hottest secular growth story around when one of them allegedly reported sub-par earnings last night and the stock imploded down 9.2% today i say allegedly because the offender, workday actually had terrific earnings. just not terrific enough to reflect the stock's remarkable run over the past several months but this tech breakdown is not the end of the world it's what we call rotation not volleyball stocks it's where they swap out of one group and into another more than that, it's what i call predictable rotation, part of our september blues. let me walk you through it first of all, even the best stocks don't go up in a straight line while this market pretty much has indicated that they do.

so far this year the nasdaq, an index heavy with fang and its buddies has rallied nearly 16% that's the best performing index in the world of the majors after that sprint, fang was indeed due for a breather. as i told you yesterday, september is indeed the month where big money managers take profits in their winners when an index is up nearly 16%, well, that's a whole lot of profits. second, the s&p 500 is up 8%, and more than a third of that comes from fang. but the fang-free dow jones is only up 5% remember the a stands for amazon, not apple. no wonder the sam same people ring the register on the high-flying nasdaq are now going bargain hunting in the dow third, while the industrial economy is incredibly strong, there is a sense the stocks are only one presidential tweet away from getting slammed when trump doesn't tweet about how our trading partners

unbrigands there is an op-ed piece, i'm not into that stuff, and instead we get wall street research praising the cyclicals as buying opportunities as we did this morning, i'm into that stuff, it's going to resonate many people have given up on these stocks today had a field day. let's take 3m, a sore point for me because my charitable trust owns we got our clocks cleaned so to speak. when we met with 3m about the time of the super bowl or the last time the eagles played, if you want to be parochial about it, the stock had just hit an all-time high of $259. everything seemed to be going swimmingly then president got aggressive on trade, especially trade with china, where 3m gets a lot of its growth making things worse, the auto business got pancaked. so the company hit us with two guide downs in a row next thing you know, stocks plummet. since then it's become an object of derision on wall street 3m finally bottomed at $190 today. that is down a staggering 69 bucks from its highs

this is 3m for heaven's sake that is a huge decline for a stock that is commonly thought of as blue chip core holding, the kind of thing people tend to buy and hold for ages. but the stock started bouncing once people unpacked the latest quarter, and they realized the company's growth had actually re-accelerated and it picked up another two points thanks to today's rotation on days like today i like to perform a little exercise. i used to teach this at goldman sachs, by the i watch. free pub for my alma mater first you take an ailing stock like that of facebook, and you see what people are paying for it it trades at 23 times next year's earnings estimates. then you look at 3m that is bouncing $3.23 just today and it still only sells for 20 times earnings 23 times earnings for facebook 20 times earning for 3m. facebook has a much, much faster growth rate than 3m so you would think it would merit a much higher, not slightly higher. no many invest verse faith in

facebook's ability to meet those estimates, the p/e or price to earnin earnings multiplications on. when i listened to sheryl sandberg testify about needing to get more rigorous about policing behavior, what's happening at fb? costs are going up revenue is going down. that's recipe for earnings cuts, not increase and what have i told you what is the surest way to predict what direction a stock going to go? >> sell, sell, sell! >> estimate costs. on the other hand, 3m looks like it's in acceleration mode after that last quarter. business is stronger than the guide led us to believe. if anything we may get a guide up next time around. unlike facebook, 3m pays you a dividend the stock yields a 2.6% rate we can run this same exercise for so many companies including one on later tonight, honeywell. six years earnings that it probably can't make when you can own honeywell at 18 times earning that will probably beat

with a huge catalyst coming in the form of a break under. the time honey reported it did surprise to the upside, not the downside that said, i don't want to leave you crying here that would be a mistake. i don't want to leave you with an idea that facebook is representative of the nasdaq or even fang. the truth is facebook is unusual. the rest of the high flying tech companies have fabulous consistent growth and don't have these gigantic publicity problems remember, i told you it was broken stock, not a broken company. as much as i like the industrials, i worry that the multifront frayed war will escalate again when that happens the market might rotate back into the stocks that got thrown away before we've had neil bush on before, a remarkable growth company. and it did report a very good quarter, but the stock got slammed. it was overextended. it had gone up way too much the results after the decline, though, i would rather be a buyer than a seller of workday as much oz you might want to rotate into cheaper industrials, there is still plenty of growth buyers who have been waiting for workday and its compadres to

pullback they're not rung away from it. they're going toward it. do you tomorrow scoop up all the cloud kings? no that's not the way it works. as mark chaken points out, a couple of days of selling. mark, by the way, is going to be down at the comcast center at 1701 jfk boulevard for nfl kickoff show tomorrow to get really, really so if you are in philly, we want to see you did i mention we'll have an exclusive with comcast ceo brian roberts that you do not want to miss i think only a couple more days for the tech stocks to sell. alphabet is a little harder to figure out because its failure to don the hair suit in front of congress may 19 we're paying tomorrow i like to do my buying in stages don't try to call the bottom and build your whole position at once take your time if you buy say the stock of nvidia and it goes lower, you can just buy some more and get that cost basis down whereas if you buy all at once,

cruel be kicking yourself for being such an idiot. anyway, the market is swinging for nvidia rival amd right now until that love cools, i don't think nvidia stock is going anywhere the bottom line. if you were all tech, you felt today it was indeed the end of the world. that's why i'm telling you own a diversified portfolio. as long as you own some industrials, today was just fine rotations are inevitable stocks don't go up in straight lines. in short, keep calm. carry on joe in new york, joe >> caller: jim, boo-yah. how you? >> boo-yah, joe. what's up? >> caller: so we actually melt a few months ago in florence, italy. i was finishing some gelato. i turned to my friend, that's definitely jim cramer and his wife we need to say hi. your wife took a great picture and i owe jim. let him know the next gelato is on me whether it's in italy or the hamptons next center. >> it was really nice. can i make it very clear, my wife and i love it when people come up.

we're not like one of the people like hey, get away from me no, we have a show because of you. so thank you very much >> caller: well, thank you so down to business. i need to bring up jd.com. it's a two-year low. the ceo was arrested for very serious allegations of misconduct now law firms are moving in on an investigation regarding the company releasing materially misleading information to the investing public i've been shorting this intra-day for the past two weeks. but at this point i hold no position because regardless of bad news, i don't believe straight forward logic really applies in this situation, and the reason being, it's the chinese government they can move in at any point and manipulate this as they please >> joe, thank you for saying that i feel so often when i say stuff like that prc, that the government is basically manipulating so many stocks. people say what's cramer got against the prc? no joe and i are in agreement you can't touch these kinds of stock. they are right now being propped

up i don't trust that stock i don't trust any of the stocks coming out of china. and by the way, i think a lot of manufacturers are pouring out of china right now. and that is the time this is the time to not be thinking about the chinese stock market what we're seeing is a recognition that some stock can't continue to go up forever and everyone needs a little love and that is why being diversified matters. that's the point of the show sometimes. on "mad money" tonight, i sit down with the ceo of rh after the brand-new gallery in new york's meat packing district you're not going to want to miss it then lululemon is stretching past its roots the rally keep rung? don't sweat it i'm break down its earnings beat and can you catch more flies with honey well, tonight i'm sitting down with the ceo to get the latest on the company's restructuring plans to see if it's time to dip into the pot. so 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 1-800-743-cnbc miss something head to madmoney.cnbc.com.

our age, the company known as restoration hardware reported a blowout quarter in june, its stock exploded higher. but after the high-end furniture retailer reported again last night, the stock broke down, plunging $19, or 13% today >> sell, sell, sell! sell, sell, sell >> it went wrong well, rh delivered gigantic earnings, the revenue came in a tiny bit light even though management raised the forecast dramatically thanks to much higher gross margins, they slightly trimmed the revenue forecast i think the numbers were great the stock had run so much it was priced for perfection, and profit takers seemed to be looking for any reason to ring the register, including what i regard as short-sighted ones but do not take it from me earlier today we got a chance to check in with gary friedman, the chairman and ceo of rh at his

magnificent brand-new store in manhattan's meat packing district take a look. >> gary, you called it a gallery. i think it's a palace. tell us what's going on here >> well, jim, this is to date our finest work. we said i wrote in a letter we believe this is the most innovative retail store in the world in the most important city in the world so we put a lot of effort into this and basically, it's an integration of everything we do. from food, wine, art and design, create a deeply immersive experience for our consumers and for our clients, and really, trying to amplify the brand and what is the most visited city in the world. this is much more than a store it's a statement about who we are and what we believe in, that we believe will echo globally. >> okay. now you're speaking tomorrow to shareholders, speaking to analysts these are people who really are

bound in many ways by the four walls of the spreadsheet, not by the four magnificent walls here. how do you get across your vision, what you just told about, to people who want to know what the price-to-earnings multiple should be in this stock. >> i think you have to think about business like ours over the long-term, right whether it's the horizon of a year, five years there's really three holders between myself, if you read a proxy between my options and everyone, i own about 27% of the business. >> including stock you bought in the open market, 120 points ago. >> 120 points. my last purchase i think was in '97. so i bought stock four times in the last 14 months, all the way up from 27 to 97 and i won't say what i'll do on this dip but it's really -- it's interesting.

people talk about oh, our turnaround, like it's a short-term view. this is not a turnaround this is really continuing reconceptualizing and evolving the business and the brand so i've been in the kind of public markets for a long time and what i've seen is people, it's like you get in the public market, you bring a car out to the racetrack. and then you're on this quarterly racetrack, you're racing around it eventually you're going to blow a tire and you have to bring it in to the pits and the question is what do you do when you bring the car in to the pits do you just change a tire and get back out i think that's what most people tend to do because there is such a short-term focus we brought the car into the pits and we conceptualized the entire operating platform, the entire business, we're rearchitecting and reconceptualizing every aspect of how we run the business and in my entire career, i've never done that, and i've never experienced it and it -- we're setting this business up for the next ten years, right

and it's hard to understand because i've never done it before and i'm sure nobody has seen it. >> but you have to come here to understand it. i've been able to look around, including the rooftop. you start your conference call this time. gary, you started talking about hospitality. now you take us in other directions than we're used to. the road less traveled you invoke that in your conference call. is -- sometimes you're too big for us to think. how do i get my arms around a concept of a man whose doing hospitality, showing us amazing things in a beautiful building, has a guest house across the street, and yet is still focused on buying back a billion dollars worth of stock at much lower prices >> when it's not man, it's the team i've got most of my team here in the background getting ready to open this beautiful gallery. but we always say we're always unfinished, we're always unmoved. everything is always an evolution. and i think the thing that people miss about us, i think because we -- we curate and we

produce goods in such an inspirational fashion, they think it's magic and a will of times people say oh, you really have the magic. if you talk to anybody in our country, they tell you gary would say this is all about math it's not about magic it's about math. and so we have one of the most volatile stocks in all of retail and albert einstein says in the middle of difficulty lies opportunity, right you've got a stock going up and down what's the opportunity the opportunity is how do you monetize that volatility so we were able to do three convertible note offerings at zero interest. we raised the first two $650 million. and because of that, we were in a position when our stock went down when we were in the pits, divi to buy back half the company at

$49 a share. >> about 100 points ago. >> today they're beating us up a little bit but you look at somebody who asked me, why are you okay i said i'm great this is going to be one of the best days of my life >> remember, gary, i people the same store sales i teach people we want see revenue growth gross margin expansion story you want the make money a different direction from what a lot of people are used to. >> yeah. what's the right thing for a business in the moment, right? and so in the moment, looking out over kind of a longer term horizon, and it's a serious decision so look, our revenues were up 5% i don't know anybody in the home furnishings industry that had a higher one so people think oh, it wasn't as high as they thought it was. but our earnings are up more than three times, right? the way you have to think about this business today is that most

retailers just reconceptualize or evolve the front end of their business, but because it's hard to kind of run a business and then kind of change the engines, right, it's like you're flying the plane. we're conceptualizing the engines and reconceptualizing the back end and then we'll pivot back to more accelerated growth next year on what we believe will be the most profitable and efficient platform in our industry by far. >> one last question the state zinc ring planter, my wife brought to the shoot. she buys because she is a member so membership has privileges in your world. >> absolutely. what we try to do is remove the chaos, right and simplify the business. none of our clients deal with the up and down promotions of a typical retail business.

>> tariffs. >> tariffs is another story. but we'll see what happens everybody operates in their own best self-interest, i think. china and america will find what's the right medium. but as far as membership goes, we wanted to simplify the business so our customers can focus on their projects and not focus on the promotions. we wanted to accentuate and amplify our design services. so you get free interior design services we don't come in here and send some kind of junior people to hang a few things on your wall we have really trained interior designers copping into your home and helping you reconceptualize your home. and it's -- you got to remove the clutter in our industry that's happened over the past years. i think it's going to be seen as kind of the lost decade of retailers because the capital allocation over the last ten years and people creating an unnatural shift to move their business online, it's massively

deteriorating operating margins. and online is just another channel. we do over a billion dollars online people thinkhe talks about retail stores. he doesn't believe online. we do a billion dollars online. >> well, you make a lot of money. you made a lot of money for shareholders, including yourself gary friedman chairman of ceo of restoration hardware thank you so much. congratulations. >> thank you appreciate it.

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with tough food, your dentures may slip and fall. new fixodent ultra-max hold gives you the strongest hold ever to lock your dentures. so now you can eat tough food without worry. fixodent and forget it. every now and then a company will report a quarter that's so stunning, so surprising, and so fabulous -- ♪ hallelujah -- that you just have to marvel at how it is possible, like a pitcher throwing a perfect game of baseball.

but last week lululemon did something even better than that. they delivered jaw-dropping results without a ceo. i say this kind of thing was totally unprecedented, yet this is actually the second time lulu shocked the lights out with no ceo at the wheel in response the stock surged 13% last friday and rallied nicely yesterday. although today it started pulling back, giving you a better entry point we've seen a lot of great retail quarters this earnings season, but lulu puts them all to shame. so as an educational exercise, i want to walk you through everything that went right here, explain why the stock is still worth owning even after this epic run and it certainly is. i've been a big fan since the stock was trading in the 50s and 60s last year. now it's at nearly 153, and i'm betting it's got more room to run. the thesis was always straight forward. the company made technological investments to bolster online business to make the in-store shopping business more pleasant, money well spent and it has been fabulous when it comes to the fashion sense of

the country. it has its finger perfectly on the fashion pulse of the consumer okay, i hate to toot my own horn, or maybe i don't, but we've been very right on this one. so let's talk about last week's breakout quarter sure, lulu reported 22% beatings off a 49% basis up an astonishing 25% year-over-year sure, the growth margin what they make after subtracting the cost of goods sold up 323 basis points to 54.8%. not as much as rh, but pretty darn good. but that's not even the stunning numbers. the stunning numbers is it was up 20% do you know what wall street was looking for? only 9.6 not just better than expected, but actually two times better than expected. some of that came from strength that lulu's company owned stores which is a staggering figure for brick and mortar retail especially when the analysts were only predicting a 4% increase most of the strength comes from down right to their direct to consumer business meaning the

web, and it's up 48% and the analysts were expecting 34%. they knew it would be great. they just didn't anticipate that it would be this great oh, and by the way, this despite lulu's online business being up against very difficult comparisons. even better the company raised forecast management repurchased 4.4 million shares during the quarter and looking pretty smart, right that means they retired 2.7% of the share count. so how did these guys do it? there were six things that really stood out to me, and we're going to go over them so you understand when you're looking for a great retail stock, this is what it is. first, lulu's digital business out of the park. this is one of the reasons i've been such a big fan. they spent a lot of money on ecommerce including rolling out a whole new digital store last year the investment are paying off. conference call management pointed out ways they're going to keep improving the online experience, better checkout, more personalization

they have whole data science teams figuring this out. i quote, they expect to see ongoing improvement over the next several quarters, end quote. ongoing improvement. how could you get better i like to hear this. second, the actual stores are doing very well. the 10% same store sales growth was fueled by a high single digit increase in traffic. that's best kind of growth a retailer can have. third, consider the case lulu's store traffic has accelerated sequentially for five straight quarters, meaning each one was better than the last, and the pattern has continue through the beginning of the current quarter i bet traffic keeps improving. fourth, somebody must have told lululemon that cooties. they have a bunch of ambitious argue that they want to hit by 2020 the men's business is effectively ahead of schedule. no wonder they're getting more traffic. fifth, i mentioned this before it bears repeating at time when every other

american company is afraid of doing business in china, lu lulu has embraced the asian economy they just launched a store on wee chat, china's huge social media and payment platform it's a risk with the trade war, but those numbers are incredible six, this one is harder to measure, but it's good that lululemon is now in the fashion element perfectly. the company is selling an insane amount of pants for women and men, two high margin categories. one last thing a the end of july, lululemon announced they were finally bringing in a new ceo, calvin. he is from sephora i liked his guest appearance on the conference call, but man, the executives have been running this company with no ceo for two straight quarter, round of applause cfopj grito, executive vice president for the americas, celeste bergoyne and sun cho

have done a magnificent job. as far as i'm concerned, this team has proven they can do the job without a ceo. bottom line, lululemon is firing on all cylinders, and i think the stock still has more upside. it's not exactly cheap, 37 times next year's earnings estimates but i think lulu is worth buying into any weaknesses, like weaknesses we had today. jeff in ohio jeff >> boo-yah thanks for taking my call. >> of course what's going on? >> caller: hey, i wanted to ask about l brand stock. so with all the current change in leadership and current trends, buy, sell or hold? >> i see no reason to consider that stock in your portfolio, none i have very little reason -- i'm not going buy a stock of a company that's doing poorly because it has a good yield. that's always been a chump position to take lululemon is a warrior, even without a ceo the company is able to fire on all cylinders.

and i think there is more upside after this weakness, of course much more "mad money" ahead. they say breaking up is hard to do, but does honeywell make it look easy? i'll talk with the ceo to get a read on how the restructuring plans are shaping up. plus, why a strong employment may actually be bad for business, or at least the stocks of business and all your cars in rapid-fire in tonight's edition of the "lightning round. of the "lightning round. so stay with cramer. of the "lightning round. so stay with cramer. hey, what are you guys doing here? we've been helping you prepare and invest for retirement since day one. why would we leave now? because i'm retired now. so? we're voya. we stay with you to and through retirement... with solutions to help provide income throughout. so you'll still be here to help me make smart choices? well, with your finances that is. we had nothing to do with that, uh, tie.

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here is some exciting stuff. the honeywell breakup is rapidly approaching, and i think it's going to be a big win for you, shareholders remember last year this gigantic industrial conglomerate announced it would spin off transportation business. think fuel efficient and their home connectivity business that's residio it will leave with special materials and regular viewers know i tend to adore corporate breakups because they're a great way to unlock money. managers will spend more for stocks that are easy to understand plus, the company is effectively separating itself from two of the end markets that currently have fallen out of favor,

housing and autos. that's one reason why the stock has made a nice comeback, though it doesn't hurt that the last quarter exceptionally strong management raised the four-year guidance by exceptional amounts. let's check with darius adamczyk he is the relatively new ceo you may remember dave cote from the show a lot of times. mr. adamczyk, welcome to "mad money. great to see you, sir. have a seat, darius. >> glad to be here. >> well, it's been very exciting to have you. we've been huge champions of the stock. i want people to understand over the next two quarters, we're going get a brand-new so to speak honeywell. why did you need to do it we've always been enamored of the company and why is this going to make it better. >> one of the things any ceo should do is portfolio i did once as coo and i did it again when i became ceo. although we did have some activist interest, it wasn't really the stimulus, because

that's some of that -- in my analysis i was going to do regardless what defines the honeywell business and then there are a couple of businesses that frankly were terrific businesses, garrett and residio, but frankly that. >> didn't fit the honeywell profile. the end all litmus test for me am i as a honeywell ceo put capital money in these two businesses and frankly, there are some other businesses that would be ahead of it that would raise them to the top of maybe they don't belong in the portfolio. but they're terrific franchises that have performed exceptionally well for us. >> i'm glad you bring that up. what we've discovered in the breakups is it's not necessarily what you think is going to do well that ends up doing well i love because of aerospace, defense, nonresidential oil and gas, you're the leader in that, industrial productivity. amazon is a giant client but then i look at a cats and

dogs spin-off, and it's been a killer we don't necessarily dump garrett or residio >> no. they're terrific businesses. if you think about garrett, and this is a business that i have a long-term view because of the wins that they've had in a lot of different platforms, the kind of performance they've had in the past and frankly, it's one of those businesses that i don't worry about. when they commit to a quarter, when they commit to a number, they deliver, like clockwork it's a terrific franchise. it just doesn't happen to fit our portfolio. residio, same story. huge installed base. it's present in so many -- in millions upon millions of homes. have a great strategy around a connected home, a one-stop shop solution, and a great distribution, low voltage distribution adi to go along with it. terrific. >> they can expand and do great stuff. now i am really kind of in awe of what the new company is going

to look like you have $10 billion of cash to deploy in 2018 more capital soon, accelerated cash flow conversion for those who are just regular shareholders of honeywell, what do all those things translate to >> obviously we have many more tailwinds behind us. we have picked up our organic growth, continued the terrific margin expansion record that they established that's continuing and now we have about $10 billion plus of firepower on the balance sheet to deploy to stock buybacks, to dividends, and to m & a. we're actively participating in a lot of things that are happening. four exciting sectors who invest for m & a. one of my goals was to simplify the company. we've gone from eight end markets to six, and all of them are extremely appealing from an investment perspective >> one of the things you've done is continued dave cote's completely open way, transparent way. you head-on talk about the tariff issue and what it will

mean for honeywell. >> yeah. so one of the things that we pride ourselves on is that we have very much a local for locals strategy. most of our manufacturing innovation, for example, for china takes place in china same thing in the u.s. actually, the tariffs are not a big mover for us because we're very much local for local. obviously, we plan for the worst and hope for the best. remain optimistic that things will get resolved, because i believe the world's number one and number two economy will come together and drive an agreement. but where it will impact us, we have plans in place around supply chain, around pricing, around movement of some of our goods. all of those things are in place and we're ready. but all in all, the impact for us is relatively modest. >> all right one last issue that i want the go over. it was a great surprise to some people -- i don't know, i know dave cote, live next door and all sorts of exciting things going on we all know you're the king of aerospace because you're really

agnostic you have a great defense business, this oil and gas, petroleum, chemicals is good but some people are excited about your amazon business why don't you give a second on that. >> so it relates to our warehouse automation business. it's a franchise that we acquired a business called inteligraded it's been a terrific growth business 150% increases, top line growth of 20% plus. that gets very, very exciting. and obviously amazon and -- we have other exciting customers. this is a nice hiccup for us because it's coming at the right time warehouse automation is huge, driven by ecommerce. it's a trend that i believe is going to continue. not just in north america, but throughout the world and it was a great pickup for us >> listening to you, is that how you can go from what people thought would be 3% organic growth to double that? is it that kind of acceleration? >> jim, you're starting to see it we've gone from kind of a zero

to 1 growth. we did 4% last year. we did 5% in q1. 6% in q2 and i continue to be very bullish on our growth. and as you'd know, it's been my number one priority for the business is how do we increase, enhance the organic growth rate. it's the one thing it'd to do and it's starting to come true. >> i've got to hand it to you. i remember when cody said goodbye and said it's darius's airplane you took him literally and the value is cog out. congratulations for what you're doing for all your shareholders. that's darius adamczyk, the chairman of honeywell. the stock is doing great maybe keep the pieces. "mad money" is back after the break. duncan just protected his family

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"lightning round" is sponsored by td ameritrade . >> "mad money" is going on the road to my hometown of philadelphia for the big nfl kickoff. we're celebrating my team. go eagles! we'll be talking football. we'll be talking stocks. hey, two of my favorite things i run with the bulls but i fly with the eagles. i'm going home for the big game.

>> "mad money" countdown to kickoff tomorrow 6:00 p.m. eastern on cnbc. >> boo-yah >> the falcons versus the eagles tomorrow on nbc. yeah, tomorrow's the big countdown to kickoff "mad money" is hitting the road to philly, my hometown i want to see you at the show. join us at the comcast center on jfk boulevard. tomorrow starting at 3:45, be a part of this action. be sure to come early. space will be limited. show is open to the public, so come with your questions you can be featured in the special edition of "mad money. go birds and now it is time it is time for the "lightning round" cramer -- >> buy, buy, buy >> sell, sell, sell. >> >> and then the "lightning round" is over are you ready, skee-daddy? let's start with saul in new york saul >> caller: hi, jim a big boo-yah. i'm a first-time caller.

i own sandisk which was bought out earlier this year by western digital. the stock went up to 107 in march and has since fallen out of bed to the high 59 range. >> right >> they also pay a 3% dividend would you recommend buying more? >> it's a great question we have been talking about this with the actionalerts.com club we have felt that this stock, we sold it in the 90s and 80s why? the cycle has gotten weak. we'd like to see the numbers come down. we think that they have to, and only then will the stock bottom. going to jerry in florida. jerry? >> caller: hi, jim this is jerry from florida thank you for taking my call. >> thank you for calling, jerry. >> caller: thank you what you do for all of us investors. >> sure trying what's up? >> caller: my company is box what is your opinion on the stock and the company? >> i think he is great but the stock did not deliver a perfect quarter. in this environment you have to wait until the next quarter. that's exactly what has to happen going to john in california.

john >> caller: boo-yah, jim. out here in sacramento you know we love you haven't talked to you in a while. >> thank you i miss sac how can i help >> caller: you had the ceo of u.s. concrete on, and chose him as my infrastructure play. now i don't hear anything about infrastructure it is dead money or what do you think? >> had a great narrative if we had gotten an infrastructure bill. we didn't. so therefore you got too much concrete i got to tell you something, the only concrete i like right here is concrete charlie. yes, he used to play on the late greats philadelphia eagles how about casey, california. casey? >> caller: hey, jim. i've been watching your show since march '14, 2005. i believe it was a monday. sir, you didn't talk about coupon software yesterday. >> i didn't like the reversal. cooper got brought down by whole cloud play

coupea's quarter was magnificent last night they are firing on cylinders believe it or not. >> up 4 is a buying opportunity. rusty in louisiana rusty? >> caller: boo-yah, jim, from morrisville, louisiana mdrx >> i have not looked at allscripts in probably a half dozen years. so far be it from me to say like or not but we'll put it on the list to do some homework how about catherine in new york. catherine? >> caller: hey, he love your show. >> thank you, katherine. kwlachlt do you think about british american tobacco >> the only thing that would make me interested in that stock if they were going to take a position in one of these cannabis stocks. and i don't think they're going to so therefore i say don't buy, don't buy, don't buy brian? >> caller: boo-yah, jim. i'm calling about tupperware brand. symbol tup >> doesn't this man sound like he is from perhaps the wrong end

of the state okay tupperware no i think they're doing okay. don't need to be there that, ladies and gentlemen is the c conclusion of the "lightning round" [ buzzer ] the "lightning round" is sponsored by td ameritrade the m the m that would be great. that okay with you, jake? get a portfolio that works for you now and as your needs change from td ameritrade investment management. with a range of suv's perfect foure, you can be in your element, in any element. ♪ experience amazing at your lexus dealer. ayep, and my teeth are yellow.? time for whitestrips. crest glamorous white whitestrips are the only ada-accepted whitening strips proven to be safe and effective.

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call or visit we're back in bizarro world where good news is bad news. i'm actually afraid of getting a strong employment number on friday why? not because it will encourage the fed to tighten, but because

i think it will embolden president trump to keep escalating the trade war or at least the trade war of words. can you just see him tweeting potshots at everyone from the chinese to the canadians right after that 8:30 number when that happens, the industrials that do a lot of business in china think boeing, caterpillar, emerson electric, 3m, tend to get hammered because the tweets ratchet up the tension. trump is a very unpredictable guy. but i think that's not quite true when it comes to the economy anymore. we can now predict what he'll. do you get a robust employment number like i'm expecting on friday, and he'll tweet about how it's time to hit the chinese, the canadians and the europeans harder he uses the good news to character assassinate our trading partners on twitter, and that sends the stocks of companies with major international exposure into a tailspin as someone who genuinely believes in a tough trade agenda, wishty president would go about it differently.

while stop the stealing of intellectual property. the end game is not to humiliate and trash talk our trading partners that's true with china i think china's going to cave because its country's economy is being hurt no need to rub it in their faces when behind the scenes suasion might do better. the current administration had a short window to make a deal before the newly elected socialist government takes power. normally when we get a great job number, i would be the first to say go buy the industrials but not on the day of the labor department's report. we've seen too many angry and insulting tweets about our trading partners, even if you want to put quotes around our partners whenever we get excellent economic news. i'm wondering if friday's numbers might be so good that it will cause a fusillade it's the way the president attacks them that has me

disgrunt disgruntled. i've been an outspoken critic of america's lay lace say approach to trade america has played the one hand behind its back for decades. i don't blame china or germany for wanting to promote their own manufacturers. i just want the united states to do the same thing. otherwise there is no playing field that is level. i've repeatedly taken a harder line than the president on many issues, dating back to when i debated larry kudlow when i put my stock picking hat on, the tweets are too much, the vitriol too vivid, the anger too palpable to achieve a very reasonable and rational objective. in other words, be ready for a twitter induced sell-off if we get a fabulous employment number on friday. in keeping with the start of the nfl season, i can only call this trash talk trump loves to talk trash. our trading partners, well, they're the enemy. and i question whether it really accomplishes anything at all wasn't it easier when you just

had to worry about the fed raising rates? who would imagine that the good news would be bad news not because of a practical federal reserve, but because of a president who just can't seem to restrain himself from tweeting stuff that even if it's true probably shouldn't be said. in public stick with cramer. the smoother the skin,

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here's what i love i love stocks. i love the eagles. i love philadelphia, and i love cramericans. all these loves are converging tomorrow in the plaza outside the comcast center at 1701 jfk boulevard in center city, philadelphia i want you to come see us there. be in the "lightning round." watch an amazing exclusive with comcast ceo brian roberts. tomorrow is the countdown to kickoff for thursday night football we want you to be there with us, or at least in spirit. i like to say there is always a bull market somewhere. i promise to try to find it just 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 arks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ i'm from trophy club, texas, and my business is inspired by my beautiful girlfriend. i'm 11 years dusty's junior. and when i started dating dusty, it just clicked. getting the taste of dating an older woman, i-i noticed so many more attributes that she has, opposed to a younger woman. she's respectable, she's playful, sexy.