f.a.n.g., energy it's bounced $100. >> i like dan who is positive and negative on intel. i'm just positive. >> i said positively bearish >> apple, i like it. >> xlu >> "mad money" with jim cramer begins right now my mission is simple to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends, i'm just trying to save you money. my job is not just to entertain but teach you. so call me at 1-800-743-cnbc or tweet me @jimcramer. after today's roller coaster action, dow at one point down 784 points, to close off just 79

points the nasdaq advanced. and that had been in total breakdown mode at the opening. i would love to tell you this rebound is for real and you should be buying stocks hand over fist. but even after today's recovery, people are still scared that's the operative term for this market they're afraid that something is dreadfully wrong or else this stock market wouldn't be plummeting or trading so radically like this. when guest after guest, and bank chief after bank chief and ceo after ceo tells us that the fundamentals are sound the investors figure the sellers either must know something that they don't, or maybe the federal reserve is clueless as it prepares to raise interest rates again, which is even more frightening. you know, you always try to analogize when you try to explain things so i have to tell you something. my wife always tells me that i

should never tell her to relax because she says she is agitated for good reason. that's how many feel about the stock market right now don't tell me to relax, i've got a good reason to be agitated so i can't tell you to relax, i learned that from my wife. but i can give you the context you need to be a little more clearheaded and a little less scared to prevent you from doing anything that you might regret later. first, you do have every right to be concerned. i'm not going to deny your feelings, so to speak. tomorrow, we get an employment number that could show a very hot economy. the kind of number that makes the fed feel like it does have no choice but to raise interest rates by slows the economy that's nothing new in fact, at this point, it's almost dog bites man but how about if man bites dog in other words, what if there's no uptick in wage inflation?

what if we don't have a fabulous hiring number? that's not good either a not so hot number make the fed seem clueless, as the chairman has already committed to a rate hike many might say, the fed is nuts to raise instead of a one and wait, that's the strategy i've been advocating, because i believe there will be a strong employment number tomorrow this new conclave, they are thinking maybe it should be wait and one. wait to see how things really play out before giving us another rate hike. at the same time, they may conclude that the fed is tone deaf to what is happening in the real economy, the weakening in rail war loads, home growth, the weakening in the construction market, the weakening high end retail sales and the weakening stock market isn't that a lot of weakening to balance against the expected

increase in wages that come from nearly full employment i'm not done almost every night we highlight companies or talk to ceos that are labor saving, meaning what they give people the ability -- ceos the ability to fire and then still make even better sales and therefore better gross margins. wall street loves this kind of thing. listen, when does how kroger, the giant super market chainsaw its stocks surging costco up huge, as the sales up much higher than expected. there's two ways to look at this either the consumer is spending too much, 9% costco, in which case the fed is spot-on to tighten. or maybe costco is taking share thanks to low price which tamps

inflation. maybe kroger is giving outstanding service, and therefore there's no reason to the fed rate hasn't the price of oil come down 33% in the past couple of months don't you have to wonder whether we should be more concerned about deflation than inflation have you checked the value of your home? do yourself a favor, don't look. we have a man versus machine situation, where labor shortage is causing inflation higher prices across the board but these labor saving machines are holding costs down by heting companies get by with fewer workers. it's an awkward situation. the fed is fighting four trends that it doesn't have any control over that are creating inflation. one, the president has cracked down on immigration. two, we have state level minimum wages boosting let's just say the government is boosting

inflation through wages that have to go higher. three, there's a genuine lack of truckers and transportation in our economy. so that's a major reason for all sorts of companies to raise prices, including a company you'll hear from tonight in order to make customers eat higher shipping costs. for now, let's just say i think it makes the odds oh of a good trade deal most unlikely the fed can't change immigration laws the fed can't lower the minimum wage the fed can't train more truck drivers. so what can it do? they can make it too expensive or too scary for businesses to hire more people they can frighten you the way the fed chief did in early october, saying he might need to tighten four more times. wheres with the common sense that maybe just simply saying that kind of thing will cause business spending to slow?

so you don't need to take a howitzer to a knife fight. you have a group of investors concerned about the fact that the markets are so out of whack, whose short term interest rates are higher than long-term rates and many stocks are in bear market mode, especially the bank stocks these money managers figure something is very wrong, and it's lurking just around the corner some hidden credit crisis. you don't get such astounding prices in the bank stocks, but i don't know about this. i think we rebounded hard today because so many stocks had come down so dramatically witness the pinata that is facebook apple, didn't that hold in there okay, coming back from its lows? it's the obvious target for the chinese government if they want retribution we have a herd mentality where these stocks are being left for dead the fundamentals do have issues. plus, nobody wants the

financials when you get that inverted yield curve if you took a long-term approach, you came out on top because the averages were back from the lows. ordinarily that would make her more sanguine. but we all know what the white house is planning on trade, and we don't know how the fed will react to tomorrow's employment number for today's lows to hold, at least one of these institutions needs to be rational and prudent. who knows? crazier things have happened cathy in indiana, cathy. >> caller: hey, cramer, i am a three-time caller, club member, and you are currently coaching three generations of my family we love you here in indiana. ♪ hallelujah >> thank you what's up? >> caller: my question is about the 500 index fund

now, i have funded single stock purchases from that fund of the years, but never traded or added to it. it has ridden all the ups and downs and it's my largest position because of the time it's had to work now, my son just initiated a roth ira this week, and we were discussing how he should begin with an s&p 500 fund while we were talking, i began to wonder if you treat this s&p 500 position as you would a single stock, do you trade it, trim it, add to it >> you add to it cathy, you have done it just right. i want to encourage you to continue to do it just right you add to it, add to it, add to it when you get the levels where you feel more confident, then you can buy individual stocks. but remember, that's for mad money. we believe in diversity case, and the s&p is the best diversification method ever

invented gregory in california, gregory >> caller: hey, jim, another club member here big fan of yours they say a man's best friend is a dog. if that's the case, and i believe it is, then you're the investor's best friend >> thank you >> caller: you shoot straight, you're positive and fun. >> thank you >> caller: you're welcome. i wanted to ask you, the market took a huge dive on tuesday, and another one today. though i know it recovered at the close, i keep thinking what is going to happen tomorrow or next week, and if the year-end rally will ever happen or if it will happen, or is it going to be an even bigger crash? >> no, no, it's a bear, stocks go down. look at the opportunities. we know we had just come from headquarters, it's terrific. we know the story. and then the stock just goes

down $25 so i say buy it. here we are, we're now up that same amount. we're looking for value in individual companies and in the meantime, adding to s&p funds on big dips no dip buying hasn't worked this year but are we investing for this year i say we put more money in okay, i get it you're scared. i don't blame you. but like fdr, there's nothing to fear but fear itself over the long haul, i think we're going to get some decent opportunities. i mean, even a facebook, the most hated and reviled stock on earth right now, was able to shake off a downgrade. on a day when volatility took the day, looking for recession resistant companies? i'm sitting down with the ceo of one of my favorites, which is yum brands and yes, i like their darn bree

toes, but it's the colonel that pleases me and with trade tensions weighing on the market, huawei, i'm going over how thigh the stakes could be and let's sit down with the ceo and figure out what's the story. stay with cramer >> don't miss a second of "mad money. follow @jim cramer have a question? tweet cramer at #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.

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♪ there's no place likargh!e ♪ i'm trying... ♪ yippiekiyay. ♪ mom. ♪ ♪ >> >> on a day where the market got pummelled based on fears of escalation in the trade war with china, they came back with some coolness prevailed but what kinds of stocks held up throughout the session how about the stocks with no business in the people's republic

yum brands, the parent of kfc, taco bell, and pizza hut, which spun off its chinese brand as a separate company the stock was barely down, and then came back and finished up more than 80 cents on top of that, management told a compelling story, and we know business is good, because the last quarter was excellent the stock is still up 12% for the year, and i think it could have more upside now, yesterday we had a chance to sit down with one of my favorite guys. he's the ceo of yum. take a look. greg, why is it that -- and i look at you, i'm seeing red? >> relevant, easy, and distinct. that's what characterizes great brands, and our job is to make all of our iconic brands red >> tell me, make this -- which i think is very relevant, bring it

alive to me. >> i think the most distinctive brand is kfc red and white stripes, finger licking good this is distinct we made pizza hut much more relevant $5 lineup, and delivery. all of that is making this brand more relevant. and taco bell is the epitome of relevance. >> and cool. >> and very socially cool. >> now, i want people to understand something about this man. this has been one of the great stocks they're doing everything right a chart that is one of the finest ever. if you call up his debt, what do you see? you see proud but dissatisfied talk to us, because you spent a huge amount of time, talk about what you did wrong

>> look, i think it's -- there's a lot to be proud of three global iconic brands, incredible scale, we have this global diversity we're proud of the brands. but we can get more growth we're dissatisfied because not every brand is purely great at r.e.d. and we can make improvements so you have to be honest as the ceo, you have to offer hope so the best days are ahead of us >> you did find in behind digital to dominos but you're watching up >> we now own that e-commerce engine that will drive up to $3 billion worth of work. we have 75 incredibly talented people joining yum i think that it's fair to say that piz za hut is as easy to access as our competitors.kiosks >> by the end of the year, every

taco bell will have kiosks we'll put 5,000 of them at kfc and in the last 12 months, we added 10,000 stores to our dlichry numbers. >> we've been huge backers of grub hub but this new acquisition sounds like it's antethreetical >> we bought technology. >> that's important. some people were saying, they're walking away from grub hub >> we love our grub hub it's grade for our brands >> a lot of people when i mention yum, they're not that big. you're the world's largest restaurant company why is it that people don't think of you as that >> because the company name and the brand names are different. we have 46,000 global restaurants. we're opening seven restaurants a day around the world no one has that foot print and

no one is opening that number of restaurants. >> i was surprised, because you put out numbers, 2900 restaurants. but it's 1700 net. so are you pruning in >> the 1200 number is to clean up the estate so we can relocate we've done about 1200 net units a year, now 1700, 4% growth. >> i thought it was interesting, particularly overseas. i can't just call you and say i want a franchise there are some big companies involve. >> we have 2,000 franchises globally, and we look for what we call capability, commitment and capital that's what we want from franchises. >> they don't want a guy with one, so i opened my own restaurant, but i want to own one of your. when the nfl comes on, look, we're all addicted to the nfl. >> true. >> greg, your ads -- i can colo.

>> all sport is great for all three of our brands. >> okay. what do you do with millennials that say wait a second, this has so many more ingredients than ch chipolte >> the key is we respond to the customer they said we have rid of artificial customers, transfats and sodium but our brand has to be what it stands for you can't be everything to everybody. what's the biggest selling item in fast food hamburgers our three brands don't sell hamburgers we sell the best pizzas, best chicken, andbest mexican in th world. >> did you ever think that yum,

the one i thought was an income play, would be faster growing than yum china did you ever think that in a million years? >> i probably didn't but what i'm excited when yum china was part of us, the rest of the business just sat there in awe >> we didn't care. >> spinning it off made the rest of us dig deep and run our business with more growth aspirati aspirations. >> we did interview a terrific guy that came and made yum -- who did go to chipolte >> of the five brand presenters today, four did not present two years ago. so we have this incredible bench. i was so proud of my team today. people were saying, yeah, i didn't see those people in the past so the depth of bench at yum is unprecedented. >> you have a great company. i've been following you all the time, from your predecessor, and it's just a great company and a great stock.

look, i've got 1/8th of this, but you must read this before you buy the stock, but buy the stock. "mad money" is back after the break.

while we rebounded hard this afternoon, we still have to make sense of this morning's crushing it was a real clock cleaning so let me put it in context. you need to remember this white house doesn't have a china policy it has two china policies. there are two camps. the trade warriors, who want to do business with the people's republic on our terms, and the cold warriors, who don't care about business as long as they stop the rise of china as a global superpower. last night, the cold warriors had a huge win, when canada arrested the cfo of huawei, a massive chinese company with

$100 billion in sales. let's go over the stakes, because this tension was integral to this morning's selloff. the trade warriors are led by larry kudlow and steve mnuchin they want to sell the chinese more american made goods, including grains, planes, and automobiles. in the end, the trade warriors want china to trade by the rules to do business with them on a even playing field then there's the cold warriors, let by peter navaro, along with vice president pence and robert lighthizer, the head negotiator for these round of talks with china. these guys want to maintain america's place as america's sole superpower. they believe some pain needs to be taken, even if it hurts corporate profits. to prevent china from challenging the u.s., the cold warriors want to starve the

chinese of their export dollars. they feel we're financing their rise to power. at the g20 meeting, the cold warriors look like they lost, when president trump granted china a stay of tariff executio execution. this also happens to give american companies more time to move their manufacturing, their sourcing from china anywhere else on earth. for moment, the trade warriors seemed to have the upper hand. in an amazing day, stunning truly, there was something out of "24," our president sat down with president xi to work out some kind of cooperative framework, and almost the exact same moment, when law enforcement was doing something damaging to any kind of teadeal the authorities in canada arrested meng wanzhou.

meng was an henltd -- an he bel- apprehended on saturday. her charge, selling goods to iran in violation of sanctions you have to ask yourself, why the heck would canada be doing our bidding here i mean, come on, this isn't some cartel assassination this is businesser forecast heaven's sake. but regardless of meng's guilt or innocence, this was a huge derail for the trade warriors in the white house. was it a coincidence who knows? but we do know that like zte was in violation before this, this gives the hardliners ammunition, because it illustrating trade with china is about more than making money to say this was an escalation

would be one of the biggest jumd statements of the year no matter what, t's a gigantic win for the cold warriors in the white house. so any tech company that does a lot of business in china is worth a little less today than it was yesterday but the strangest development of all, these stocks got hammered and then came roaring back after the close, after the bell, qualcomm reported a huge number. until we know more, there could be more down grades ahead, more pain to come in these tech stocks, unless the cfo is allowed to return to china and even then, we're in unchartered waters here. i have to tell you, caution is warranted, at least on the chinese related tech stocks until we know more trudy in illinois, trudy

>> caller: hi, jim watch your program every day in this volatile market, i panicked and sold three quarters of my alababa. >> this is not what you need right now. the chinese-american relations are taking another step down we don't want to be involved in those stocks there's so many stocks we like here, we don't need to traffic in alibaba i'll give you my two cents on it stay away from ten cents tom in wisconsin, tom. >> caller: boo-yah, james. jim, with the selloff of financials, goldman sachs, i would like to buy some for my granddaughter, but do you think this is a good entry >> yes and so does warren buffett i believe that while the malaysian issue will be resolved and resolve ed favorably.

al in missouri, al >> caller: hey, jim. i watch you every morning. >> thank you >> caller: -- all the way past 400 due to the market meltdown recently >> tesla is a winner if china is serious about lowering trade barriers i don't think they're serious about anything if you like tesla, then i have to tell you, you have to like the car and the stock. it's a cold stock. i'm not there. i like cloud kings that are traded big valuations. i like amazon. but i'm not a tesla guy. okay there are two states on china in the white house. and the stakes are high and huge and sbe dprintegral to today's l morning action much more on "mad money" ahead

what can the latest earnings tell us about the china trade and the state of the u.s. consumeer? i'm talking with the ceo and then after a brutal day on the average if the morning and come back online, one company managed to stay in the green in a miraculous way i have the ceo of u.s. concrete. and i know you have questions and i'm taking them rapid fire in tonight's edition of "the lightning round. so stay with cramer. i think we should do that meeting tomorrow.

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the dow and nasdaq made an incredible turn around today but you know what didn't what the heck is happening here. this retail chain that i've favored for a long time, one of the strongest stocks around. monday night, they reported a solid quarter. what happened? tuesday, the stock gets smashed down 5%, and then today plummets more no real news the proximate cause of today's selloff didn't impact them they mostly buy excessive

clothes from retailers and sell it at a markup the one problem, management's full-year guidance was a tad light. this stock is now less than 72 in a matter of days. it's n what's going on? let's take a look with the chairman and ceo welcome back to "mad money." have a seat. thank you. so i'm going to posit something to you if i'm a retailer worried about tariffs, i might over order, and have too much inventory and then off load it. you might be one of the few retailers that benefits from the scare of tariffs >> you're correct. any time there's a disruption, and certainly this noise with the tariffs, it is a disruption.

we have the ability to be able to benefit from it that's going to be a lot of canceled orders, changed orders, everybody is trying to get their product in before january 1st, now it's a 90-day delay. so any time there's disruption, we have the ability to get the canceled orders, get the product and price changes. i'm bullish on it. >> and i would think that ollie's, when i see the guys who are going under, all the different trouble in the malls, this has to be one of the greatest moments for you to get supply, and it doesn't seem like it's one quarter >> absolutely not. our business simply put has never been better. our pipeline is full the phone keeps ringing. you know, right now, jim, we are just set up. we really -- we came on your show, and i told everybody, we were on the toy business for the toys "r" us, we are locked and loaded we sold a lot of toys. we're going to sell a lot of toys >> i think that people might

think how many more that you can use, and you just got your first store in texas >> yeah, we just opened our first store in texas we are starting construction on our new -- our third distribution center in texas that will be operational in early 2020 that sets us to get the good stuff cheap to the stores we hope to open in texas. >> i'm ask this, because i kept trying to figure out am i missing something? then i said, okay, maybe the gross margin, you have one of these higher supply chain costs. can you quantify that for us, and whether that can go away or is this just the same problem with the trucks and not getting this to where it has to go >> it's the same problem that every retailer in america is facing we're no different than that, because we get our trucks, we have to move our product what we did say is that we expect it to neutralize in the next -- because we're up against the same numbers we paid high

prices for a year ago. so we expect it to moderate. we did a great job in being able to buy great items and great prices and get a little more margin on the merchandise to offset >> all right ollie's army went from 9.8 million to 8.8 million maybe there's something wrong there. >> no, just a purge, a matter of timing so we have 8.8 million active members within 15 months they've been in our store. and it's simply a matter of timing we delete them from the system as active, and that's the number >> so that wasn't the first time you did that >> we do that annually every year at the same time. >> i saw 37 new stores, but you closed some? >> there was leasing opportunities, you know, i think what they should focus on is we took over 18 toys r us sites we bought 12 and six leases. all at bankruptcy court.

we raised our hand we're really excited about them. we have four stores that have opened that were former toys "r" us sites we're really excited about if prospects. >> let's say a major retailer or two after christmas, the vendors won't give them money and the factors won't give them money. >> most of our product comes direct from manufacturers. so perhaps a retailer might be struggling manufacturers hung with product, package changes. then they'll call us, because we have the cash, the ability to take it. and not only that, but we have the ability to sell it >> i want people to know that you've been at this for 35 years. >> 36. >> so it's not like you just came up with it. and a 1% to 2% comp is equal to 20% bottom line and you're doing better than that >> we are.

we had a great quarter i could. be more proud of the team. the momentum continues i feel good about where we are i sat on the call. i feel great about the momentum that we continue to have going into the fourth quarter. need some good weather looks like it's coming we have a lot of toys and gifts. the parking lots are full. >> our phone keeps ringing, because, you know, everybody has something that they need to turn into cash. >> i don't know. i gave every single negative i heard and you rebutted every one of them. that's chairman and ceo of ollie's. look, i can't find an objection. thank you so much. stick with cramer.

rebekkah: opioids has taken everything and everyone i've ever loved away from me. everything. i blew my ankle out and i got prescribed pain pills by my doctor. if making my detox public is gonna help somebody i'm all for it. i just wish i would've had a warning. it is time time for the lightning round [ indiscernible and then the lightning round is over are you ready, skedaddy.

time for the lightning round dean in washington, dean >> caller: hey, jim, how are you doing? just wanted to say, love your show >> thank you >> caller: i thinkyou're awesome. >> not bad thank you very much. you should tell my wife. she didn't even check in with me today. >> caller: my question for you, sir, for the financial sector right now. i'm a little concerned about the flattening of the yield curve and the negative impact this may have on earnings moving forward. i currently have exposure to the financial sector through the xlf and i hold long positions in jpmorgan, cfg, and swede bank. >> we heard from jamie dimon today. if i hadn't mentioned this, we would have picked some up today after listening -- >> buy buy buy

>> warren buffett is in there buying bank stocks hand of fist. jason in new york, jason >> caller: hey, what's happening, jim >> i don't know, man i'm going to hit the long shoreman tonight for a dococktal >> caller: just hanging out with my dog pra health, it was having a nice breakdown. >> it is i like the contract organization, but -- come on, i just got started here. give me a break. the one i like, i like yours i like yours oh, geez, come on. what is the company that does the 1-800, what is that one, regina, the rat company. that's great we'll have to come back. i'm having a senior moment let's take another one chad in new york, chad >> caller: hey, jim, big boo-yah

for you. >> right back at you >> caller: i got the stock i want to have your opinion on, it's funko >> there's so many great blue chip stocks that are down, we ought to stick with charles river labs bingo. and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade evening long. ooh, so close. yes, but also all... night through its entirety. come on, all... the time from sunset to sunrise. right. but you can trade... from, from... from darkness to light. ♪ you're not gonna say it are you? you mighyour joints...ng for your heart... or your digestion...

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the market today was stomach churning but you can never be blind to opportunities. something called u.s. concrete, it makes concrete, with the stock that's been a total house of pain all year first it was obvious we weren't going to get an infrastructure bill then we started worrying about a slowing economy. this is not the kind of stock that works in a slowdown yet the to be is rebounding dramatically here. why? i pondered a lot of thoughts i said maybe buyers believe all the bad news is baked in and it's now cheap for next year's earnings estimates if we do get a slowdown and the company reports shortfalls, it not be so cheap after all. but the strength is a real

conundrum, so we check eed in wh the chairman and ceo to get a better sense of what's going on. take a look. it's been a tough year for shareholders i know the weather has been miserable. but what's the silver lining here why should people stick with the stock that knowing, jeez, they may not want a stock that's so weather dependent. >> you're right, this year was awful. february was the wettest february in dallas history september was the wettest month in dallas history. october, the wettest in dallas history. it's the wettest year in texas and we are dependant on weather, no question about that the silver lining is when the sun is shining everywhere, we're setting record volume days this company has never achieved it, and our volume is only deferred in weather impacted time, it's not -- it's delayed, not lost

so it goes into future quarters. >> but it makes us worry, because while i know that $609 million of your debt is long dated, you have $730 million in debt i begin to think, what happens if it just keeps raining >> first of all, it's not going to just keep range the last two years have been abnormal but we have bought polaris materials to get other earnings avs, more consistent earning stream for our shareholders. and we're going to continue moving a little bit away from concrete and more into aggregates >> and we've been champions of martin marietta materials. but the one thing we're conscious of is that you also have this infrastructure component that we were honestly believing that congress would get together

your data shows that public construction numbers are pretty awful. >> they are low historically, for sure but the american road builder and transportation association, the numbers that have just come out for october, i believe, is up 15.8% this year, believe it or not and states are taking things in their own hands. there's 29 states now since 2013, that raised their gas taxes. sb-1 survived in california. prop 6 could defeat it, where people get to vote for higher taxes. if they have a direct line of sight to the use for improved infrastructure, they support that what still gives me optimism, the next congress, even maybe a little more friendly to spending money with a democratic house, and we will have something in the next two years >> a lot of people said jim, how do you play amazon and i said look, if it weren't for the darn weather and the fact that weather plays such a big role, i would think that u.s. concrete is a likely candidate to get this, because

you do do a lot of headquarters. >> we do excellent point. amazon headquarters coming here is right in the sweet spot of two of our most densely populated areas where we supply concrete >> talk about winning share. you do win more than each time it seems hike you're picking up share. >> we picked up share in high volume, very difficult-to-perform projects in highly density urban populated areas. and we bought a lot of companies to make sure that there's only a small number of us that can even do those projects. in fact, you know, talking about next year and why we're optimistic, we have over 70 projects right now in our backlog, not including anything from the amazon headquarters that are actually over 20,000 yards large, over 70 projects in our backlog right you now. >> give me the top couple there.

>> google and -- let's see, i don't have my glasses on nvidia, facebook >> nvidia? all right. >> laguardia airport >> you win the big ones. i know i pass over some beautiful bridges you were involved in, in new york anymore big bridges? >> we need a tunnel under the hudson river they're concrete heavy, as well. we need to link newark and new york city. but yeah, we did the tappan zee bridge, oakland bay bridge but airports, as well. we have the new terminal at newark, for instance and we have jfk on the horizon, as well. >> you used an interesting metric yards per man hower, as a better way to look at how consistent you're doing, because the weather seems to have screwed up a lot of people's numbers. >> sure.

it's how well we utilize our labor. labor has become a fixed cost for us now, because a lot of competition for drivers. so if it's raining, you can't just not pay them, they'll find another concrete producer to work for so the efficient use of labor, especially in the highly unionized markets, and we have to make sure it's priced in our product. >> and the last thing was about drivers. you did say look, we know -- well, a lot of analysts are concerned that there aren't enough drivers can you tell me why there aren't enough driver and why you think you can get them >> young people today aren't enamored by sitting behind a truck. >> they don't want to do it. >> it's any trade. but i am encouraged that the labor participation rate is creeping up now as wages increase so maybe we'll get some more people but we have to put more resources into it. we're in a second chance program with prisons >> good. i wanted to ask about that

>> we partnered with trade schools. we do everything possible to get qualified drivers into the seats. >> i'm confident if the weather weren't so bad, it would be a different conversation that's bill sandbrook. you heard what he said about amazon "mad money" is back after the break. is it because so many go after it the same way, chasing after short-term returns? instead if getting caught up with the crowd, the investment managers at pgim take a long term view. uncovering opportunities for alpha across public and private markets, while anticipating unforeseen risk, has powered our rise to a top ten global asset manager. partner with pgim. the global investment management businesses of prudential financial, inc.

okay i know there's a lot of craziness out there and people think something is lurking let me tell you what i think is not lurking. i don't think a recession is lurking. i'm not as sanguine as others because i see so many things going wrong, but it's not about a recession, it's about an uncertain time in stocks that are up a great deal that have now come down a lot. and we're just going to pick our spots and pick up the great ones i committed to s&p funds today for my kids. that was a good thing to do. i like to say that's always a bull market somewhere and i try to find it for you just here on "mad money." i'm jim cramer and i will see you tomorrow!

>> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ my name is barbara lampugnale, and i live in west hartford, connecticut. i am a mother of six girls, two of which have gone off to college. (chuckles) my girls and i absolutely love doing fun things together, so on sunday nights, it's become tradition that we all get together and paint each other's nails. do toesies. it was on one of these nail nights where my idea just hit me. wow.