>> lower than down 12%. >> my view is lower before today you know what it is now. >> all right that does it for us here on fast see you back here tomorrow at five and mchld with jim cramer starts from san francisco with jim cramer starts right now. ♪ >> hey, i'm cramer welcome to "mad money. it's i'm here in san francisco welcome to cramerica my job is not just to entertain you, but educate and teach you, so call me 1-800-743-cnbc. at the end of the day, investing is about searching for good stories.

we're constantly in the hunt for themes that can transcend what can happen with interest rates or tariffs or any of the other issues that control the market on a day-to-day basis, including today when the dow gained 55 points, and the nasdaq climbed but it's not just enough to find a transcendent theme, you have to get the timing right. if you're too early, the story might be too small to move the needle too late, and you can find yourself in a situation where the easy money has been made that's why i love coming out here to san francisco. when you're fishing for new trends, it helps to cast your line into the biggest fish bowl. so what's the investable theme everybody is talking about right here, right now? personalization. it's everywhere. the idea that companies need to know who their customers are, and what they want before those customers know it themselves this may not sound new to many

of you, apple has been doing it for ages they invented products before you even knew you wanted them. that's how apple became the largest company on earth and when you see the stock jump $4 today on a very big buy, jpmorgan issues a buy recommendation, and the service fee i always talk about, it's easy to understand the power of personalization. and amazon, it does the exact same thing hence, why it's so close to a trillion dollar valuation of its own. but this year, i'm seeing something else in my crystal ball it's the trend of making a commodity, a commodity into something that can be personalized to your case. technology has made it possible for mass market goods and services to be tailored to suit your case. for this kind of pe personalization, you have to consider what sales force have unleashed.

the visionary co-ceo, nearly all the ammists bumped their price target what's driving this group? companies want the ability to do right by their customers so they can pick up market share, build trust, and do a better job of wooing a new client while retaining old ones but they can't tlich edeliver tn of personalization unless they know what their customers want that's where sales force comes in i keep thinking about the thoughtful kro fuful ceo of mad how his partnership could put his company one step ahead you speak to siri, which connects to marriott, everything

from the newspaper, maybe the kind of coffee you want to drink. anything that's in the digital file that's what personalization is it takes the commodity of a hotel room and turns it into a proprietary stay at your home away from home today, we visited the birthplace of silicon valley. it where they invented the audio oscillator nearly 80 years ago and the latest incarnation of hewlett packard keeps innovating this company is run by the dion wiseler, and it's become a fast moving player in a once troubled str industry hp figured out how to personalize products like sugar and water with carbonation

products you ever want to know who made it possible for you to find a coke by any other name at a random store hp, with its sophisticated printing operation that can digitize and personalize it's been a home run, giving coca cola a competitive edge here's the best one i've heard so far how about sneakers there was a time not long ago when nike was per sooeched as having fallen behind the competition. the ceo knew he had to shake things up. he knew people wanted to use sneakers to express themselves, that they longed for shoes with a personal touch but how do you personalize a mass market product? simple parker used digitization to develop personal sneakers. and i'm not speaking anecdotally here, this sim peis empirical

on nike's latest call, the word digital was used 59 times. as parker explained, their initiative to sell directly to consumers, nike digital is leading the way for differentiated retail, up 36% for the quarter. how do you get that kind of growth ultimately it's about becoming more personal at scale, they told us in a brilliant exposition, a tutorial how digitalists made it possible for customers to wear their nikes of choice digital is allowing the company to get 2 x innovation, and how we serve through 2 x speed they're mining data and using analytics to make it work. now, many industries are trying hard to become less commoditized kb holmes this week talked about how new houses can come with a google home system i think it's not necessarily a needle mover car max reported a strong

quarter, but the used cars are giving consumers a choice how they buy their vehicles. that's not what this chain had in mind when it helped star the national car dealer concept. but millennials still buy cars and while some will insist on test driving like we did, or at least sitting in a car, the problem is digitizing nondigital operation can be expensive retailers have spent years trying to fend off amazon. sometimes it works, other times it doesn't and you end up like bed, bath, and beyond, which saw its stock plummet another 21% today on a crummy quarter. and i still say too much spending on the stock, not must have on technology all of the spending on digital personalization has crimped car max's profitability in what is a hard sell industry and yeah, i've got to tell you,

yorn what i want to buy. speaking of cars and personalizing, the scc accused elon musk of misleading investors when he tweeted he had funding to take the company private. still, there's a clear takeaway of what i keep hearing in silicon valley that is get digital and personal fast these digital personalizations, they're no longer an option, they're a necessity. and the companies that give other businesses the tools that make personalization possible, companies like sales force, companies like hp, are the real winners. and the ones worth investing in, because they have figured out in lucrative ways that make their stocks worth owning right here, right now. let's take calls alice in new jersey, alice >> caller: thanks for being on the air after all these years. go, birds. >> go, eagles. what's up? >> caller: i wanted to ask you

about a stock, several analysts are claiming it to be undervalued, a large upside potential but falling since earnings, and the next report suspect until november additionally, it's several market makers have been holding this for 2018. i wonder if they're still bumping shares is prime materials a broken stock many >> it's a fabulous company, but i don't want to own the stock right now, because it turns out things are a little more cyclical than we thought when it comes to the notion of internet of things, when it comes to the notion of data center. so there's a slowdown. it's a hiccup that you can't digest let's go to richard in illinois. richard. >> caller: hey, jim, how are you doing? >> doing good. how about you? >> caller: good. i'm a 22-year-old investor, reading your book right now, "get rich carefully. and i've got about $50,000 portfolio. 30% of that comprises of noodles and company, ndls.

millennials love it. seems like it's a good -- >> richard, that's a painful statistic that you have that much in noodles. i like the comeback in noodles, too. the stock the up 133%. you add that much of it in, i need you to take off your capital. at least some of your invested capital, and then move on. that is way too dicey. i can't have that on my watch, even though i do like the company's comeback let's go to pete in ohio pete >> caller: what's going on, jim? thanks for taking my call. >> out here trying to stay warm. what's going on? >> caller: u.s. concrete, is it a buy at under $50 per share >> i've said over and over again, until we get an infrastructure bill in through congress, you cannot own this stock. it will not work okay, it's the year of personalization, people. it's transen danlt it's a necessity

it's a winner strategy on "mad" tonight, i'm unboxing box to see if the company's decline can present a buying opportunity. and then from 12 to 18, i'm head fog the birth place of silicon valley just to show you where it all began. and can't make a trip out west without hearing from cisco a company that's managed to transform itself into a top notch software play. how did they do that i've got the ceo so stick with cramer >> don't miss a second of "mad money. follow @jimcramer on twitter tweet cramer #madtweets. send an e-mail to madmoney.cnbc.com. or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com.

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xfinity home gives you an extra pair of eyes to help watch over your family. plus, you have added peace of mind from 24/7 professional monitoring. xfinity home. simple. easy. awesome. xfinity customers, add xfinity home and get a great offer. plus, ask how to get free installation. call, go online, or demo in an xfinity store today. >> >> in the office or on the go, this political disrupter is ushering in a new way to work. box is where content meets collaborati collaboration. but does it check all the boxes for your portfolio

>> what do you do if you want to buy a cloud stock but you don't want to chase something that's already red hot? you look for the cloud plays that have gotten hammered and kick the tires it's easy to do while we're out here for dream force consider the case of box the cloud based storage platform after taking off earlier this year, the stocks sold off hard why? the company reported a solid company, but there's some soft business in certain regions and the guidance was disappointing, and management backed away of their forecast of $1 billion of revenue by the end of 2021 the stock lost 10% in one day and come down 20% from june highs. so could this be a buying opportunity or a sign that we need to get cautious last night we caught up with the co-founder and ceo of box. take a look. welcome back to "mad money." >> good to see you >> you've always been a straight

shooter with us. you heard that narrative i just traced out that's kind of the wall street gibberish line i looked at you when the stock was at $12 so a double is not so bad. about that walk back and guidance cut that people are missing. >> the first thing to clarify, we always said we'll be doing $1 billion in revenue in fy-22. previously, we had pin pointed the quarter in which we would be doing the revenue run rate of $1 billion. that was the thing we wanted to reverse some of the pin pointing, just because there's moving pieces on when we hit $250 million in a quarter in revenue. but we're still committed to a billion in revenue >> so there's no change on a real forecast cut. >> no. what we're seeing right now in the business is reacceleration of a lot of the big deal performers, the solution selling we're focused on, selling multiple add-on products to customers. just in the past quarter, we did about 25% increase in $100,000

and $500,000 deals year over year so strong performances as we serve larger and larger enterprises, which is the sole focus of the company >> but your co-founder in a recent talk said there are head winds, and talked about the way that deals are pricing but not necessarily that there's weakness but how they're basically cut. maybe head winds, had he not used that word, wouldn't have hurt the stock >> sometimes there's always a vocabulary that we have to be very careful of with wall street, but we're seeing strong performance in the business right now. we announced in the beginning of this year, this is a year where we're evolving our go to market motion we want to go to multiple products to customers as a broader solution that is meant that we have retooled some of our sales motion and we wanted to make sure investors understood that would take time to play out in the business to drive a

reaccelerated growth rate. >> you always said it's land, and you landed and then expand. and i don't think you've ever said expands in a straight line, which i'm more partial to the idea of buying somebody -- a company with a long-term vision. i don't think anything long-term about the need to store and access to storage and security has changed. >> it's only increasing. today we have a little over $600 million in revenue this year we're going after a $40 billion to $50 billion market. so all of that $30, $40, $50 billion spend is going into legacy solutions that have to transition to the cloud. we're making sure we can capture that as it transitions to the cloud. so the upside is increasing from here, but we've been making sure we can improve to sell the full breadth of capabilities that our customers need >> why have you chosen to be so outspoken on other issues?

you care a tremendous amount about security security is about the ethics of being secure for the customer as well as not having hackers come in in the digital age, security takes on a whole bunch of different fronts and ideas one is the full security and protection of data the other is your control and the privacy of that information. do you actually know what information you have on the internet do you have full control of how confused and our commitment to our customers is to make sure you have 100% control of your data it is your data. you get to decide how you share it and when. we let customers control their own encryption kees. so our job is to make sure when we're working with large companies like general electric or proctor and gamble, that we give all the protection they need to store their data and

ensuring that it stays private and it complies with all of the different requirements that they have from a regulatory stand point. >> we're also speaking about the notion of trust. facebook, i think it's okay, i've been out here, everyone tells me off the record they violated our trust and periodically they say on the record, they violated our trust. violation of trust is what brings in the government government regulation, we're all in favor of reasonable regulation, but has facebook made it bad for everybody? >> i think we're in an incredibly precarious time, because you have a lot of regulations and laws that were built for the 20th century now inthe 21st century with th amount of digital transformation that's happening in every industry, whether it's how we consume health care, whether it's transportation, we need a new set of laws that anticipate how much more dynamic this environment is that we live in today. there aren't a lot of regulations that apply to how should we be leveraging the

information that we put into consumer social media platforms? so it's important that we have these conversations. there's some regulation that would be helpful for facebook and twitter. so we're not shying away from regulation most of our customers that we work with are regulated. so we are working with us to say can box, sales force, other cloud companies take a leadership position to ensure that the sanctity of their data and the platforms remain safe and secure that's something we want to lean into and help our customers with >> i think it would be great for the customers. we have a lot of terrific partnerships because your stock went up to 28, it will be revisited in not that long. that's the co-founder and chairman, ceo of box, the stock that we have been behind "mad money" is back after the break. alerts -- wouldn't you like one from the market

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from a garage, a revolution was tastarted. >> since that time, innovation has been stitched into the fabric of the organization >> a symbol of technological prowess. hp has engineered inspiration, and reinvented the way we connect. can this pioneer of tech continue to break new ground >> if you had asked me about the future of the personal computer business a few years ago, i never would have guessed it was going to make a dramatic comeback yet that's exactly what happened this renaissance has turned hp, inc., created when hewlett packard broke up, into a stunning outperformer. the stock has been on a huge tear, up 22% for 2018.

not to mention up nearly 80% since we started recommending it two years ago. hp, inc., has a 3-d printing business that has seemed like a lottery ticket, but the potential of this division has become a lot more obvious and exciting the company is planning to release a new model to revolutionize the industry so could the stock have more upside we checked in with the president and ceo of hp, who's never let us down, from the original hp garage where it all began. take a look. >> we're at the birthplace of silicon valley tell me about it >> it's quite incredible, to be in this hallowed place when the original hp garage where it started, where bill and dave set up their first ing plant back in 1939 and it's something that as a company we're proud of

it forms the roots and foundation of our company and everything we stand for. but it's also the epicenter of innovation it's where bill and dave created their first product. the audio oscillator for the disney movie "fantasia" and created 12 of them here, and baked the enamel on the products in the oven inside it's just an incredible symbol of all we've become over the years. >> this is the garage consent of innovation >> absolutely. if innovation were a religion, this would be jerusalem right here >> the cradle of all three major religions. talk to me about the dna imprinted on hewlett packard from these gentlemen >> yeah, it's well sort of publicized the hp way. these guys were well ahead of their time they obviously talked about innovation innovation was core dna to the company. but there are things we know as

hp that perhaps the rest of the world doesn't know we call it sustainability impact it's our impact on the planet. the impact on people and the impact on communities. and it really started here 80 years ago before anyone started talking about diversity, inclusion. it didn't have a brand where consciously and responsibly manufacturing products began here and it's threaded right through the course of 80 years >> all right let's catch up to the current part of the revolution some of the things that you guys are doing, to me are a continuation of the revolution i see around me. >> yeah, listen, we couldn't be prouder of where the company is, three years after we did the separation innovation is just alive and well everywhere i look inside the company, we've got engineers innovating like never before, creating amazing products. we're consistently delivering on things we said we would do

that's important to gain trust we're a trusted brand. when something has an hp logo, if we were at a party, we would be the designated driver people believe in us, so we have to innovate in purpose last quarter, 12% growth $14.6 billion. we added $1.5 billion in the quarter year over year eps was up 21% free cash flow, we said it would be 3.7 for the year. we guided up there so innovating with purpose is showing up in our results. and it is a flywheel that's driving the organization and doing it with purpose. >> i think it's important to point out that you get more than your share of bright, young people because of the ethos of the company. younger people come out of school, they want to work for a company that thinks about plastic. they want to work for a company that is thinking about diversity, and we need people to

understand that you're a company that is top of the line. >> we love attracting the best and brightest to join the revolution that we're really driving here but sustainable impact on many negligen dimensions is who we are how we think about the planet, we use 9,000 tons of recycled plastics that go back into our printer cartridges, whether toner or ink cartridges, where 160,000 tons of it used to be ocean bound. so we pledged by 2020, we would have 40% of all renewal energy we're already at 50%, and we've made a commitment to be 100% so there's many things that we're not doing because it's cool or trendy, but because it's the right thing to do and it's a business imperative.

>> i remember when this split occurred, and there were two pieces one was a growth piece, the other a cash cow you always generated a lot of cash, so people said i am in for the dividend your part of the company is growing faster than the other part and also generating a lot more cash flow and buying back a lot more stock than anyone thought could happen by this point how much of it is new products that move the needle, particularly versus the cell phone, or the tablet, both of which were revolutionary and then just became evolutionary. >> when we think about it in the context of our strategy has three pillars. our core is the vast operating profit today in the future, we see a world of industry 4.0, a world where manufacturing is demockerytized,

which is not only incredible in terms of innovation, but is great for the planet you're shipping 1s and 0s around, and you're printing customized to where the partner is and to bridge those two, we have a growth part of the strategy, areas where we're investing the acquisition of samsung to get into the a-3 copier market the graphics business that we spoke about last time, personalizing messages and everything is transforming to a service of the work we're doing around pcs as a service. as it relates to pcs, that market, i always said is a great market it's enormous. >> people did not understand, because people just said okay, let's go into decline by 1% to 2% what is he talking about the market did stabilize, but your portion, your share directly impacted by the smarts of the company >> so what i believed always was that people will choose a device

based on the complexity of tasks. if they've got a low complexity task due, they might pick up a smartphone they can look at the stock price, an e-mail, but you're not going to make "shrek" 3 on a smartphone you're going to pick up a workstation. there's a number of devices in between in tablets, pcs, convertibles, and depending on what you're looking to do, you'll select the right task for you. so once the innovation started to slow down in smartphones and tablets, people were gravitating back to these other devices that allowed them to do different things that were aging four, five, six years and we were giving them a reason with incredible innovation to upgrade. >> i have one. i've got the latest and greatest i have a bad back, i did it that way, it had all the features i could ever want. there are a couple things that stand out. the screen that can fold up and

down but most importantly, something i never thought i would want but i don't know how to live without, touch you knew that touch was going to be a breakout concept. how did you get that in your head >> we have five senses so it seems weird to cut senses off. if you can introduce another sense, the sense of touch, it's a very natural thing to do it's a little awkward to begin doing it, but once you start, you can't go back. it's just like one of those things oh, of course, it should have been there. i think we innovate based on customer insight so we spend a lot of time trying to understand how the world is changing, how people are living one life today, a consumer life, a commercial life. so design is important security is important. everything is important to this next generation. as it turns out, touch is important, as well it allows you to have a personal relationship with a device you

spend all day with >> and keeping with the two gentlemen that invented everything here. >> they did exactly that that's why it was so cool to spend a little time in the garage it's the birthplace of silicon valley >> thank you so much president and ceo of hp. it's been such a great performer. maybe now you know why i know that every single time that i suit up, there is a chance that's the last time. 300 miles per hour, that's where i feel normal. i might be crazy but i'm not stupid. having an annuity tells me retirement is protected. annuities can provide protected income for life. learn more at retireyourrisk.org

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who says you can't teach an old dog new tricks out here in silicon valley, old dogs learn new tricks all the time they just need the right trainer. that's why i've been such a huge backer of cisco, under the leadership of chuck robin. this company has transformed itself into a much more diversified business with plenty of lucrative software, especially for security, the cloud, and the internet of things it's been laying the ground work for years. these new tricks are playing off. it blew away the numbers when it reported a magnificent quarter last month and the stock is up 26% year-to-date that's an incredible run for a $221 billion company but let's hear from the man himself, chuck robins.

the ceo of cisco business. let's find out what lies ahead for his company. welcome back to "mad money." >> thank you >> you've reinvented a big company faster than i've ever seen you're now the largest security company. you're becoming a gigantic software company how did you change the stripes of when we just used to ask you, how are switches, how's route sners >> thanks for having us on i'm proud of what we've done you know, we set out a few years ago, there were a lot of great things put in place. cisco has had an incredible culture for a long time. we've had a great brand. the good news is the last three years, we've had a great economic tail wind all that being said, our teams really put together the right portfolio in true, you know, alignment with what's happening in the marketplace, and we're beginning to see our customers adopt that

>> at the same time, you have what people out here call, what most people won't understand, a refresh. can you tell people what a refresh is from a giant product that you have, that is going to give you multiple years of good growth >> well, we have -- when technology has been used for five or six years, then customers tend to refresh it so we call it a refresh cycle. but what we really understood, and what our david gekler, led of my engineering understood, is that it's not financial offers that drive refresh, it's true innovation that lead our customers to want to refresh everything that's happening relative to the transition of the cloud is leading our customers to think about how they need to rearchitect their infrastructure to support that so we've been fortunate in the adoption that we've seen there, and as we've been talking about, we have a whole series of new products across the entire enterprise portfolio that fit

within that architect sure >> and you're doing it, if you back out the way subscription is done, you are starting to get high single digit growth for a company that some people felt was going to be destined to do 2% to 3% growth for the ages >> when we launched the cat list 9,000, there was skepticism if we could launch a software subscription on top of a swift our customers were quite okay with it, as it turns out, it's been the fastest ramping product in the history of the company. so it is -- it's a great combination of high performance hardware, but with really high value software with a lot of innovation that customers are seeing the value of. >> one of your officials is talking about how cisco is now the largest enterprise security business in the world. that was something i didn't think of you as even a few years ago. >> if you think about what our customers are facing now in

advent of the cloud, simply for the past decade, they built networks and security architectures based on a premise that traffic begins at the edge, perhaps a t the branch, and terminates in the data center. and today, what's really happening is, all the traffic still begins at the edge, but it's terminating in 100 different places this is the multicloud story we've been talking about it's terminating in microsoft, amazon, google, ibm, terminating in all the stats, providers, sales force here today and what that means is there's not a central egress point to apply security anymore so the network firewall has been the control point for security in the new world, it's going to be identity in the cloud and so if you think about our dual acquisition, that's where identity comes in. you think about some of the work we've been doing and some of the acquisitions we made like cloud lock, and then there's some innovation that we're working on, as well, that really are

going to demonstrate that this architecture we've been building for the last few years will really be the architecture that people will understand two to three years from now as they transition more fully to multicloud >> again, two to three years got to keep thinking of that you don't want short term numbers and pop and gone you mentioned global, macro tail winds i know we had great tax cuts that spurred a lot of growth but we have a situation where we're having what jamie dimon told me this week are trade skirmishes you've been the beneficiary of the tax cuts, but you also could get hurt by a world that is putting up barriers. >> well, when we look at the tariffs today, i think that lots of companies have been impacted, particularly by the $200 billion that were just implemented, which ultimately is going to impact the consumer pricing and

our customer pricing but we can at least deal with that we know how to deal with it, and we've had conversations with the administration we've been optimizing the supply chain and applied some price increases where we had to. my bigger concern is, what do these trade skirmishes or the uncertainty that's going on, at what point does that flow through to the macro environment. that's what we don't want to see. >> none of us want to see that that could hurt the stock market one last thing, a lot of companies are doing great things that are about the unfortunate people who have less you quietly have done stuff. i want to make it not quiet. tell people what you've done >> we've done several things i think that in particular, when you look in san jose, just to the south, santa clara county is the third highest county as you measure chronic homelessness in the united states. it just doesn't feel like that should be occurring anywhere,

much less in a wealthy county with so much prosperity. so cisco committed $50 million to try to eradicate homelessness and we're working with destination home there mark is doing a lot of work up here in san francisco. so we're trying to bring together and drive some regio l alignment around this effort affordable housing, homelessness, hunger, these are all issues companies in silicon valley have to care about. >> thank you for talking about it and leading by example. that's chuck robins, ceo of cisco, a very inex-pen sich stock that i think is about to have another leg up. "mad money" is back after the break.

(john foley) i was there in chicago when bob barnett made the first commercial wireless phone call in 1983. yes, this is bob barnett in chicago. (john) we were both working on that first network that would eventually become verizon's. back then, the idea of a nationwide wireless network was completely unreasonable. but think about how important that first call was to our lives. it opened the door to the billions of mobile calls that we've all made in the last 34 years. sometimes being first means being unreasonable. i'm proud i was part of that first call, and i'm proud that i'm here now as we build america's first and only 5g ultra wideband network with unprecedented wireless capacity that will not only allow for phones to be connected, but almost everything-- transforming how we all live, once again. (bob barnett) as you know, this call today is the first call that we've made on the cellular system.

what's critical thinking like? a basketball costs $14. what's team spirit worth? (cheers) what's it worth to talk to your mom? what's the value of a walk in the woods? the value of capital is to create, not just wealth, but things that matter. morgan stanley

lightning round is sponsored by - it is time for a very special san francisco west coast edition of the lightning round i take your calls, say the name

of the stock, i say buy buy buy, sell sell sell, and then the lightning round is over. are you ready, skedaddy. dave in illinois, dave >> caller: dr. cramer, i'm doing well from the home of soldier field and the chicago bears, thank you for trey burton and for taking my call. >> you're welcome on trey. i miss him i've got howard, in my fantasy let's go to work >> caller: with your recent buzz cut haircuts, i see you in a red convertible ferrari. >> i like lamborghini. i like your stock, dave. once again, you have always delivered with the good ones joe in new jersey. joe. >> caller: hello, cramer thank you forgiving me a lot of great stock advice you've been right on >> sure trying

what's going on? >> caller: thank you they rolled out their new payroll app. should i still hold on >> i think that was a brilliant move by jack and sarah and it was worrisome but i think paycheck's franchise is in tact, and it's got a good yield. hold on. let's go to brian in florida brian! >> hey, jim, thanks for taking my call. >> oh, yeah. >> caller: so what do you think about first american >> if i'm going to own an insurer, i'm going to gravitate to chub. i think chub is better will in maryland, will >> caller: mr. cramer, thank you for takingmy call. >> you're welcome. >> caller: my dad and i love your show. >> thank you >> caller: the stock that i'm calling about is vstm. they just secured fda approval

for their first -- >> i know this company is a cancer stem cell company i'm a huge believer in stem cell and anything that can stop cancer you can own a little not more than that michael in indiana, michael. >> caller: boo-yah, jim, great to be back on the show here at indiana university >> oh, i love that show. mark cuban, what's going on? >> caller: he's living the dream. i'm wondering about your thoughts on the halliburton stock? >> stay away from it the fact that it hasn't moved up much during this big run in oil tells me if oil comes back down you're going to be in real trouble. that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by - i'm thinking... will i have enough? should i change something? well, you're asking the right questions. i just want to know, am i gonna be okay?

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i've got to tell you, i'm stunned that president trump could take on canada, and totally hostile to our nation's largest trading partner and the stock market hardly noticed. i started thinking, this is no longer the art of the deal, it's the art of destruction how much do these negotiators hate each other? we know that our ongoing trade disputes around the world gets to have an impact on earnings for more than a hadful of industries compared to canada, china is a nothing burger

they are the largest trading partner for 36 out of 50 states and our best friend in two world wars it's unnerving and shocking to me how much president trump seems to dislike justin trudeau, the canadian prime minister, or the minister of foreign affairs. to those of us who know christian in journalism, this kind of criticism is out there if you can get along with kim jong-un, surely you can get along with justin, huh but how did the stock market react to the president of the united states dising our most favorite trading partner it was like it didn't matter didn't even register it calls into thags that these trade disputes are going to derail the economy but i can't stress enough just how much canada matters to commerce in this country

and to profits and that was true before nafta i'm not saying we can't live without canada we're a great country. i'm saying that trying to unravel and unwind our economies and trade with economy would be a logistical nightmare you think getting into a trade war with china is bad? we're not joined at the hip with china. many are moving their manufacturing to other countries to avoid the tariffs when it comes to trade, canada is practically an extension to the u.s. economy our auto industry is the prime point in the system. american automakers operated as though canada and the united states are interchangeable no wonder the stocks of ford and gm hit 52-week lows today. but it doesn't matter very much to the rest of the market, especially tech. now, you can say wait a second, trump attacked china, saying their undeclared trade war on american business is far worse than people realize. and it even includes meddling in

the upcoming election. you have to believe that was a setback for whatever trade talks, if any, that we may be having with the chinese. this is not a tariff tip it's not a trade skirmish. as jamie dimon told us monday. to me it sounded like a decision to put our largest trading partners on notice that they're going to be supplanted the impact, nothing? i'm flummoxed. it seems the issues that have plagued us for most of the year, trade and rate hikes, aren't what matter. for the moment, the only thing that this market cares about are earnings, sales, growth, and employment so does the strength of our economy trump everything and yes, that horrible pun was intended i would have used the rim shot button but it doesn't matter. this kind of market was inconvooefable six months ago. but i'm trying to figure out what it means.

have we had it wrong all along we were too worried about tariffs and trade, or is it possible that today was an aberration maybe not investors took the president's press conference seriously. on the other hand, maybe the economy is just so darn strong that even the canadian trade meltdown isn't enough to faze us into a 'tissy. it's an open question, but we actually might end up liking the answer stick with cramer. hey allergy muddlers.

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i've always respected it, but it involves a man in charge. so let's watch, if the man in charge leaves, you don't want to own the stock of tesla you would be crazy to. i would like to say there's always a bull market somewhere, and i promise to find it just for you right here on "mad money" in san francisco. i'm jim cramer

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