we had an upgrade today. moffitt nathanson, we have him on from time to time you know what, valuation is compelling char sam >> that does it until tomorrow "mad money" starts right now my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people make friends. i'm just trying to make you some money. my job is not just to entertain, but to educate so call me at 1-800-743-cnbc too cheap. i just keep hearing this market is too cheap, that it's a coiled spring ready to explode higher on any good news, light reports that we might lift the tariffs

on china in order to haste el paso a trade deal. despite the fact there was no formal acknowledgment from the white house whatsoever, this whiff of a story sent the averages skyrocket from their lows, down 100 at a pointed too. the s&p climbing .76%. nasdaq advancing .71% as stocks that had been crushed on chinese worries roared higher like this arrangement was already a done deal this kind of positive action makes for a far more resilient tape than we got last year these days it feels dangerous not to buy stocks, each if the news about individual companies is nothing to write home about consider the arc of today's session, because it really was rather remarkable. i've not seen this behavior in ages first, i woke up this morning at 3:00 a.m the market was looking a little tepid, largely because people weren't blown away by last night's numbers from csx, the railroad giant, or alcoa, the aluminum kingpin

[ booing ] >> a caller talked about business being soft overnight. taiwan semiconductor reported what looked to be a terrible number, and then guided down 22% for the next quarter [ crying ] why? well, big deal, i don't know maybe apple. apple is a huge customer that caused us to get slammed even further in premarket trading. oil had turned down too, and that's often interpreted as a sign of a ecke wary economy. not great. by the time i finished working it out, the dow was slated to be down 100 points. it god worse as i read in my over, ppg reported a merely okay number, and then offered a totally dismal slashed forecast. nasty. much lower than i expected but in keeping with the week preannouncement we got from sherwin williams over this week, the stock looked to open down 4 bucks. then we got a note from an

analyst at jpmorgan who shaved numbers because of weakness in housing. it was a shocker a lot of people thought home depot was more correlated to housing. if that weren't enough, then a real bomb detonated. morgan stanley reported a sub-par quarter. morgan stanley morgan stanley, which i truly believed and said on this show and my morning show would be the best of the best, given how much of its business is related to wealth management, a fabulous annuity stream i thought that is protected from the big swings of trading that have plagued all the banks we've heard from so far. i was wrong. [ buzzer ] the month of december was plain weak and caused morgan stanley to miss the top and bottom line. the solid line i thought made it better, it's still a cheap stock and a great firm, but it definitely broke the winning

streak of the good news from the banks. with that, it looked like we were going to be down 150 dow points at the opening. but no, not in 2019. this is a year where things have a habit of working out right, at least so far even before we got that report about a possible rollback to the president's chinese tariffs, the stock market had started shrugging off the bad earnings news and working its way higher. now there is no -- there is no doubt that investors want to deal with china, in the worst way, and i actually mean in the worst way, as in the worst way for our country. the stock market doesn't care if we get a good deal it wants any deal so we can get back to business as usual. that's why all the companies with big business in china saw the stock's future and go higher, including apple, which had been hard hit of course on that taiwan semi news i just said perhaps there might be no deal, these stocks held on to most of their gains. i have no way of knowing whether or not this story is genuine, but i think it's a sucker's game to try to predict anything that

goes on in washington. it's pure chaos down there right now. what matters, though, what matters isn't a trade deal what matters is this is a johnny mercer, one of my favorite, favorite, favorite writers of music. it's a johnny mercer market. it accentuates the ipo and eliminates the negative. take the morgan stanley shocker. perhaps the rosy hue that would dissipate given a lot is based on overlooking the weak month of december nope, not at all the other bank stocks kept going higher like nothing like james korman didn't matter, the ceo of morgan we saw some weird crazy fabulous rally in pharma. something based on nothing we haven't heard much from any of these companies since last week's jpmorgan stock conference but allergan, which has been ripping since our interview, that's continued to claim.

glaxosmithkline and amgen. even some of the companies that disappointed saw their stocks recover. ppg, which i just told you had a terrible quarter, that stock rallied fife points on the possibility that one of its shareholders, nelson peltz, the famous uber engaged investor is trying to force the company to split into two members that's an amazing move off a hissious report. that's nine points off the beat. get, this taiwan semi, down 20%, it went higher it rallied it was up almost 2% on the possibility that a bottom has been put in. oh, and oil ended up higher. china deal so what the heck is going on here because, i mean, isn't it just too positive i keep coming back to the idea that the stock market just got too cheap at the end of last year we're still coming off the great bear market of december that began when the fed decided to take the economy out and shoot it, a bear market that ended when jay powell came to his senses and stopped chattering about the need for multiple rate hikes. i now we need to be vigilant

within minutes of hearing about a potential trade deal, we were immediately greeted with people talking about whether powell would immediately start raising interest rates again if we reach an understanding with china. i think that's nonsense, by the way. now remember, we've got a ridiculous government shutdown i think is going to hurt the economy, and we're hearing more and more companies saying that netflix reported less than overwhelming numbers with the latter giving light earnings per share and revenue guidance quite surprising i thought should it should be doing better netflix, that stock was up huge going into the quarter let me give you the bottom line in what some people think is a confusing moment, and i'm saying it's actually a moment of clarity, of rationality. you see, when you see this kind of positive agction, you need to recognize what's driving it. in the fourth quarter, stocks got way too cheap, and that overreaction to the downside has created incredible values that give investors a sense of certainty. they know that they won't be

blown out if they buy something because there's only so much downside from these levels when you have that sense of certainty, it's very easy to pull the trigger and buy, which is why 2019 is turning out to be a much better year than many investors expected i think we start the calls by going to bill in florida bill >> caller: hey, jim. thanks for taking my call. >> my pleasure. >> caller: my question is about tilray now that the lockup expired and the stock dropped about $20 a share this week, are you a buy or sell door you think the down ray will continue? >> i'm not a big tilray fan. i like canopy. you want to go a little smaller? i'd go cronos. i care about the companies that have a ton of money, and boy does canopy have a ton of money. joe in new york, please. joe? >> caller: hi, jim this is joe in the upper west side of manhattan. boo-yah! >> we have an addison bus that goes to the upside i almost got on it the other day.

what's up? >> caller: not too much. i have a question about delta airlines i bought into delta airlines at the lows back in december, and we just got that great number from united a couple of days ago, but it doesn't seem like the rising tide is lifting all boats. i'm wondering what you feel about delta. >> joe, i think that united is taking share from delta and american, that's why you're making a bad investment. you got to go with oscar munoz he is the guy who is doing it right now. he is the right horse. i want to go to josh in florida. josh >> caller: hey, captain cramer boo-yah from tampa bay >> all right, admiral. how can i help you >> caller: i have a two-part questioning 5 below. we got an upgrade from morgan stanley, increased holiday sales year-over-year, but we still have trade tensions with china where do you see fife blog >> i'm not worried about the trade sensing. we had them on i think they can source well i am not concerned at all. i'm more concerned whether foles will go to tampa bay

let's go to dave in california dave >> caller: boo-yah, jim from newport beach, california. >> so lucky. >> caller: i've been following you on retail. >> okay. >> caller: and started buying a stock that you had talked about, this going back in july of '17 and added positions all the way up through april, but you didn't mention it yesterday i want to know your take on the bird goos. >> that was my bad i like the company very much it's been very choppy, hard to run, hard to own because of the china tension. i think the china tension is going to be rear view mirror i like canada goose, goos. this is a far more resilient tape than we're used to. things just have a habit of working out right now. we have to own that. on "mad money" tonight, with news of a gold mining sector mega merger, could it be time to gore to the gold i'm talking to kirkland's gold, really doing well. then the longest shutdown in history has continued to roll

on how can it impact earnings this season i'm giving you my take and could 2019 hold for tech companies? i'm buying under the radar software to see what's ahead so stay 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.

ever since the market melted down last quarter, the price of gold has been on a roll. that's exactly what you expect in times of economic chaos, but there is clearly more to this story, because earlier this week, we learned that newmont mining is buying goldcorp which comes on top of rang gold's fairly recent merge were barrick gold when you see a spate of deals, you got to ask yourself who might be next. when you look at the smaller and

mid tier gold miners, one of the best is kirkland lake gold, a company that operates in canada and australia. it has more than doubled since its shares began trading since august of 2017 more importantly, the company has given us a series of positive updates in recent months at the end of november, we learned about terrific results from the key mine in australia and last week got fabulous fourth quarter production numbers, much higher than expected those are some stellar fundamentals, and you've also got the possibility of more mma activity in the space. so let's take a closer look with tony mccooch, the president and ch ceo of lakeland gold welcome to "mad money. >> thank you nice to be here and get the opportunity to tell you lots of good things about kl gold. >> let's talk than what was the message that you sent to investors yesterday? >> i think a lot of people look at our share price performance and say geez, the stock has almost doubled in the last year

and a half i think i missed it. there is nothing more left here. and we try to tell people, well, we're not even -- the best is still yet to come. we have a strong earnings growth year of over we expect to see that. we are a profitable company, growing cash flow. and then i think one of the biggest things we talk about growing our production, but we're growing our production at higher grades, lower unit costs. so it's even more valuable growth coming forward than what's been in the past. you know, this is a pretty exciting company and it's also a very valuable investment you don't even have watch what the price of gold is doing you just have to watch what the company is doing >> you know what i have to tell you, tony, that i had started to feel that canada was tapped out and there was no inexpensive ore to be taken out of the ground, and there was too much money and the costs were too high why does kirkland lake have these props and no one else seems to have them left? >> you know, a lot of times you

have to explore. i mean sometimes the best place to look for gold is where you already found it the mine we have in australia, i mean, i think we're on the cusp or i've said before we have the tiger by the tail. we're on the cusp of a great new discovery. so as much as we've already found, i think there is something really big here and something really special, very high grade and very high margin off the mine there and part of it is you get that scale because of what we did in kirkland lake gold a few years back the merger of three companies to make one bigger company, give us more capital, ability to display capital better, and invest wisely in these mines that which weren't able to do prior >> to your position, because you're a growth company, we're seeing some lower growth companies merge in the industry, but they're big dogs my friend david faber and i were talking about it today what is this urge to merge among the new mods and the barracks which had been in a different

generation, were growth companies. >> maybe sometimes by putting that together, again, if you look at kirkland lake, by us merging what we did back in 2016 with st. andrews and with new market gold, we're able to put ourselves in a position where we can now invest differently and look at our mines differently. we're able to close some mines that were nonprofitable and take a step back and reinvest in them we have the capital resources available to us, had more money. i think that goes for the larger players as well. i mean, there is lots of things that can happen. you can change your approach in terms of how you can move the business forward by doing these mergers. and i think they're on the right track. i can't say that anything wrong with it because you look at the example of kirkland lake gold and the success we've had, and these people and these groups can be successful too. >> let's talk about gold i'm a bit of a gold bug, as everybody knows. i've always said people should have some exposure to gold, whether it be gld, gold coins are fine, the bullion is

terrific where do you think gold is going >> you know, i get that asked me a lot of times in the long-term, i think gold is always going to be definitely something that that's always going to be around gold -- you can't print more of it you can't dilute it down it is what it is but if we just look at where gold is today and, you know, in u.s. dollar terms, which we're just tubbing around $1300 an ounce. inaustralian dollar terms gold in december had peak pricing for gold and is testing that same in the canadian dollar terms. so gold is very strong where we are today. and, you know, i think as the future goes on, people will more and more see goelt as an investment and that value in some way this is shore value is going to be important. >> were you surprised when bitcoin was up so much and gold was down so much >> not really sometimes you get, you know, people will look at

something as a new investment or a new opportunity, and they'll invest in it but then at the same time, i think as time goes on, we all get a chance to understand what's happening, and, you know, again, everybody will go back and look got all these things like bitcoin, but the number one thing about gold, it's a tangible asset and value that i can hold in my hand. >> i couldn't agree with you more i am not allowed to short anything, but when bitcoin was at 20,000, gold was at 1100, 1200, it with us crazy one, they can print all they want, and the other one you can't find at all. i got to tell you, tony makuch, congratulations on your growth you are a truth growth company president and ceo of kirkland lake gold. great to see you sir. >> thank you >> "mad money" is back after the break.

one-millionth order. millionth order. ♪

there goes our first big order. ♪ 44, 45, 46... how many of these did they order? ooh, that's hot. ♪ you know, we could sell these. nah. ♪ we don't bake. ♪ opportunity. what we deliver by delivering.

♪ over and over again, we keep hearing the same thing from company after company. i quote, we see no significant slowdown, only minimal impact from the government shutdown, unless it lasts through the quarter. get used to those words, because i think they're the new normal this earnings season the first part that no significant slowdown pretty much implies that business did peak,

that orders have fallen off, but it's not because business organically got worse, it's because of the widespread sense of fear created by jerome powell who is willing to destroy the economy in order to save it in october. basically, when the fed starts talking about a series of lockstep rate hikes, businesses have to pull in their horns, spend less, preserve their capital. as long as powell is on the warpath, companies had to prepare for less consumer spending too now that powell has regained his senses, those problems do go away so of course there is a new problem, the government shutdown, which is getting -- it's beginning to have a huge ripple effect now that we're back at day 27 think of it like this. sure, you can take 800,000 people off the spending grid thou that they've missed their second paycheck. we live paycheck to paycheck in this country but what's the multiplier effect when it comes to travel? how about travel, leisure, bills not paid the answer, i think you're getting -- trying to seven for

it, you got an uninsured hurricane going on and we don't know when it will end or how much damage it will do the insanity of the shutdown just can't be grasped. i don't know if it could lead to zero gdp growth as jamie dimon, the ceo of jpmorgan said earlier this week. i don't know why he said that. maybe he is trying to be a statesman, make washington understand the true gravity of the station, maybe realize pge growth is a true possibility we're in earnlings season. so you don't want the hear that we've slowed or that the government shutdown is going the lead to forecast cuts, because after this run from the bottom, we won't be able to handle any guides down without taking heads to the midsection. how can you protect yourself all right, i've been letting this market rally. i think you have to trim your positions in stocks that are related to the consumer. and move that money into stocks that are levered to secular growth friends, trends that

won't let up even if there is a significant slowdown in the economy caused by the government shutdown, which i have to tell you, i don't see any sign. i don't see this president caving one bit, all right? now you can't game the irrational you can't see the democrats caving either. i'm not trying to be political you just can't game the irrational and washington has thrown us two irrational curveballs. an insanely overzealous fed chief to stop even the barest hint of inflation, and elected officials who are willing to sacrifice the whole economy over a few billion dollars for a mostly symbolic wall at this point, i think the president should just call for donations from rich people who want the wall and let the government reopen already. whether you love the idea or you hate it, we'd all be better off when this shutdown ends. jeffrey in new york. jeffrey? >> caller: good evening, mr. cramer i have a question for you. >> sure. >> caller: i know your vice is not to buy stock all at one, that you should buy 100 shares,

say 25 shares at a time. >> right >> my question is what about on the sell side, if you are going to sell 100 shares does the same strategy apply ply? >> yes, it does. we talked about legging in legging in and legging out, they're the same thing you do not want to let it all go, because what happens then is if it keeps rallying, you say why did i do that? especially the good ones how about mike in novato mike >> caller: mike. how you doing, jim >> i got to tell you, i'm a little puzzled about the trade stuff, but otherwised good what's going on? >> caller: i'm doing okay. trying to have more winners than losers, as usual >> smart >> caller: but my question to you is about raytheon. since about april last year, it's kind of been steady down, and then took some hits towards the end of last year i've been selling calls against it and still holding on to it. but i'm interested in your thoughts on it >> that's an interesting strategy we own raytheon for the club, and it's not been good

candidly, i talked about it today. a little letdown but that was because the house went democratic. i think after the government shutdown, raytheon is going to take off i think you started seeing an inkling of that today when it started north of grumman left it lift a little and then sell calls but i think it has some upward bias now how about we go to nick in hawaii nick >> caller: aloha, my brother jim. >> mahalo, partner >> caller: hey, i want to see what's going on with halliburton. it just got beaten up and beaten up from the end of last year what's your thinking going forward? >> we had big migrah bill migrae other day. i'm going to take the other side of the trade and say it's a trading vehicle. it's not investable. i don't want people to trade if they can avoid it. thank you to jack for putting that idea in our heads, and i'm sticking with it the late jack bogle, a great man, as you heard today. now you can't game the irrational, but your best

strategy is to trim shares of companies that are related to the consumer because of this shutdown and emphasize those related to secular growth honestly, i don't see any, i don't, do you? much more "mad money" ahead, including my interviews with a company who is up 150% in less than two years and you may never have heard of it it sounds pretty interesting and does your portfolio have what it takes to fight unknowns in this market i'll be the judge of that when we play am i diversified and all your calls, rapid-fire in tonight's edition of the "lightning round." so stay with cramer. for your heart...

your joints... or your digestion... so why wouldn't you take something for the most important part of you... your brain. with an ingredient originally discovered in jellyfish, prevagen has been shown in clinical trials to improve short-term memory. prevagen. healthier brain. better life.

♪ now that the cloud stocks are making a comback after that heinous sell-off last year, which ones might be worth circling back to

regular viewers snow all about the cloud kings and the cloud princesses, but i want to introduce you to new one that's apion corporation they provide a cloud-based platform that helps produce their own applications it's all about this low code, new term in the show, low code development. their software make it easier for programmers to make tools without doing a lot of coding. now this stock came public in may of 2017 at $12 it rallied more than 160% to 31. of course appian has rebounded dramatically from the lows like the other cloud stocks it bottomed at 22, but the stock is still welloff its $43 all-time high from last summer can it keep climbing let's take look with the founder and ceo of appian, with more about its business and what they do welcome to "mad money. good to see you. have a seat. so we're always trying to figure

out for our viewers where do you fit in the food chain. for instance, when i read this platform and what you guys were up to, i immediately thought of twilio >> we are partners with twilio we have a contact center offering that makes the contact center far more intelligent. and together we've got a lot of great assets the appian center offers case management we're the best in the world according to case managements, according to the analysts. we have artificial intelligence built in to tell you how happy the customers are at any given moment in the conversation, and we have a 360 view of all the data about the customer so the agent is fully informed the moment the call comes in >>that would be why dallas/fort worth, they would pick you. >> we're proud of this one dallas/fort worth has rolled us out to literally every employee at the airport they started with a few applications and ended up with more than 40, and they did the entire roll-out in 18 months, which gets me to the core of appian's value proposition it's not just that we can make new applications for big

businesses we can do it quickly and that makes us different from all of our competitors >> i'm looking at this i have to tell you, i was kind of shocked, having hired many different companies in your space by other outfit, the street the idea, you give an appian guarantee, eight weeks i've never heard an actual guarantee, never >> we are a platform for building applications. and you know the whole world these days needs their own software applications. >> yes. >> so it's a big market, but it's a complicated, difficult market most of those firms expect to spend millions of dollar and maybe years building their next application. we come in and say you don't have to spend millions of dollars. you spend eight weeks, $150,000 of services and your first ap is live that's our guarantee we just launched it last year. >> i'm going to push back on this i've got many companies that give me a guarantee, and the guarantee meant nothing, and in the end there was always a problem. i always heard it was my fault how are you able to do this? >> we're able to do it because we're doing it already we just wanted to raise the profile and let people know this is our advantage against our

competitors. we have the fastest, most elegant way to build a new piece of software, and we wanted to put a blazing spotlight on that. so we issue the guarantee, and we're pretty much guaranteeing what we were already doing >> one company we've had on a number of times is a logistics company with millions of different things that are moving around it's ryder again, this is a company that has to have a very sophisticated platform, and that's you >> yeah. we work with ryder the entire truck cycle, where trucks are checked in and checked out and inspected and repaired and all that, that all runs on appian right now and using appian, they cut in half the amount of time it would take any of us to rent a truck if we won't the ryder lot. cut in half. their customer satisfaction was up by 10 points as soon as they rolled out on appian and they have a common perspective bringing together different silos. >> you do work for goldenmman. >> definitely. they rolled out the latest contact center on us. >> they did? because they have very sophisticated technology.

>> such smart people they're very ambitious and sophisticated. they build a lot of things in house. it with australia big deal that they were willing to use our platform. >> they have guys at the very top that tend not to want to go outside. >> this is one of the biggest differences between appian and all the rest of the market low code is easy and fast. what they don't understand is low code can be a great way to build a powerful application now a client like goldman or dallas/fort worth, they wouldn't want to build an application unless it was powerful. >> right. >> everything they do is mission critical the fact that they would choose our platform says something about the substance that we're offering. >> totally so i know you also have work with the fda and the usda. and as soon as i saw that, i said finally i have someone who i have to ask about the shutdown is the shutdown impacting your business >> the shutdown may slow some things down. you'll see contracts waiting on somebody's desk for the signatory to come back in. >> right. >> so there is a slowdown. in the end, though, i think the shutdown's impact on the economy to date is relatively small, and i don't expect it will be too

disruptive. >> so do we have to worry that you'll have to asterisk your next quarter because of contracts that were not signed because of the shutdown? >> right the shutdown will affect ours and everybody else's quarter, but i don't think the shutdown will be determinative or decisive in the shape of that quarter. >> all right i've got one minute. i got to ask you about this. you're a top finisher at the world board gaming championships. tell us than everybody plays board games. they're very retro chic. >> they're becoming popular again. >> i do them all the time with my kids. >> that's fantastic. i love them. i play them competitively. i published three board games. >> give me some. >> sekihara, and ten goose about running an airline in the 30s. i published a few. it's a great hobby it makes you a better ceo. the intensity behind it and to be able to see something complicated and extract what's important, i think it's helped me a lot >> these are actual board games. give us some more.

honestly, i'm a monopoly basically. chutes and ladders sorry. >> well, i like acquire. >> you like acquire? i have acquire i have acquire in my office. >> my father used to sell acquire to the philadelphia area. >> if you like business games, how about power grid or automobile >> stocks? >> these are 3m games. >> yes i know i wonder if you can play crimes against humanity and they said that's cards against humanity matt, you're a delight that's matt calkins, founder and ceo of appian, very sophisticated big stuff. you saw that client list that's very tough to beat. "mad money" is back after the break. hey, darryl. would you choose the network rated #1 in the nation by the experts, or the one awarded by the people? uh... correct! you don't have to choose, 'cause, uh... oh!

(vo) switch to the network awarded by rootmetrics and j.d. power. buy one of our best phones, get one on us.

incomparable design state of the art technology makes it brilliant. the visionary lexus nx. lease the 2019 nx 300 for $339/mo. for 36 months. experience amazing at your lexus dealer. "lightning round" is sponsored by td ameritrade ♪ it is time it's time for the "lightning round. >> buy, buy, buy. >> buy, buy, buy. >> sell, sell, sell, serena williams -- and then the "lightning round" is over. go to alexander in new jersey. alexander? >> boo-yah, jim. thanks for taking the call >> oh, you bet.

>> caller: hey, what do you think about this armored transport company that moves cash, and they're getting into moving cannabis now? eco. it's brinks. what do you think? >> okay, listen. i think this brinks went down ridiculously i thought it with australia great quarter. i think the stock is a buy there is really no reason to sell whatsoever. >> buy, buy, buy >> it's really good. christopher in california. christopher? >> caller: boo-yah from l.a. your thoughts on several mismanagement steps in the last year also down 35%. they do a multiple therapy in the pipeline i'm curious if it's worth it to best >> what was the one, i'm sorry san gamon they're beauty ticks. >> it's a great speck. let's go to damian in florida. how you doing? >> how you doing i still got you recording on that dvr, man. >> thank you >> ticker symbol zixi.

>> well, you stumped the chump, man. i don't know that one. zix. zix is for trix. trix is for kids i don't know it. let's go to dave in illinois dave >> caller: dr. cramer! >> dave! >> caller: hey, apart from overcoming the sting of cory double doink parkey, i'm doing well how have you been? >> well, i'm trying to get over the sting of alshon jeffery who visited an elementary school in philadelphia who is so terrific. what's on your mind? >> caller: jim, my stock today, one that you recently addressed at one market, dublin headquartered medtronic, mdt >> dave, it's a total winner, mdt. the stock is up three. i would say it would start being bought bout, and here it goes. i want to be the first you and i are going to wish regina gilligan, executive producer happy birthday. we're going to be off when her birthday is.

i know dave wouldn't have said it otherwise if we were open for trading that day let's to jennifer in ohio. >> hi, jame. >> hey, jen. >> caller: i'd like your advice on what 20 do with fiat. i'm down 30% it's missed three of its last four quarters and reports february 7th. >> you know, that was a ceo situation. it had a great ceo, and after we just can't go there. let it rally a little and then run. i'm sorry. that's a well run company, but i'm not endorsing it anymore let's go to chris in california, please chris? >> yo, jim cramer. how are you doing? >> i'm doing well, i guess how with you >> caller: lovely, man i'm calling from beautiful forest knolls. >> what's up >> after the market dumps in december 2018, i took the opportunity to reposition some of my holdings, and i basically traded my pot stock etf

collective year to date they've actually done quite well there's a handful of stocks, but there is one in particular i want to ask you about. it's called gw pharmaceuticals. >> gw pharma i got to tell you, i thought with all of the legal cannabis floating around that these guys would not be recognized, but the stock is coming back remember, they are the ones that the doctors prescribe because it's a uniform amount of cannabis, and that is not -- that's what's bedevilled all the cannabis companies i can understand why that stock can go higher from here. let's go to russ in virginia russ >> caller: hey, jim. boo-yah! >> boo-yah >> caller: love your show. my wife and i are both investors in the market. we love your show. mostly we appreciate what you do for folks like us. >> you're welcome. >> caller: i want to put our money to work. so thank you we're big eagles fans. >> go! >> as a kid growing up in small town michigan, i knew it as chemical bank and trust.

now it's chemical bank but tell me, jim, should i still trust my investment in chemical bank >> i don't know. i got to do work sorry to be stumped again. but, you know, the banks have been so painful. i can't just ayeah, you're fine. i can't. i was struck today i got to tell you, key bank was down 2.5%. that's not what i wanted to see. anthony in new york. anthony? >> caller: hey, boo-yah from cold snowy syracuse, new york. hi, jim. >> i just talked to a couple of people from california they really got the edge on you. what's going on? >> caller: well, listen, jim thanks for introducing me to specialty pr properties back in 2014 when you had ceo -- then ceo and company co-founder david brain on your show that company's being nothing but a high octane monthly dividend and cash machine for me, jim, and i thank you for that as you know, they invest in the

high amenity -- what they call high amenity movie theaters. >> epr >> yes and so silver is doing well. i like that. i just like it it's really good i like monthly payments too. and that, ladies and gentlemen, is the conclusion of the "lightning round"! [ buzzer ] >> the "lightning round" is sponsored by td ameritrade had a coach in high school. really helped me up my game. i had a coach. math. ooh. so, why don't traders have coaches? who says they don't? coach mcadoo! you know, at td ameritrade, we offer free access to coaches and a full education curriculum- just to help you improve your skills. boom! mad skills. education to take your trading to the next level. only with td ameritrade.

on a day where a whiff of a story can push the averages higher, it is even more of a reminder to make sure you're diversified. whether the market is up or down, you want to make sure you're bouncing off the handle to handle any news hey, we were down 100 or up 100, come on. this is where you call me and tell me your top five holdings i tell you whether your portfolio is diversified enough. first a tweet from gray k. he says hey, ski-dad, my top five holdings, chevron, canopy growth, starwood poppy trust, pattern energy and vodafone. very dividend oriented well, this is interesting, because canopy certainly is no dividend so you have a telco, real estate investment trust which we like a pot, cannabis stock, excuse me oil stock, good dividend and then another oil company that's not acceptable.

let me see what we need to add to this. obviously, this fellow likes dividends. i'm going to give him? i think i'm going to give him ventosh. i think that would be the trick. let me see i don't know maybe -- see, i'm stuck with this pattern energy. it's more after a utility. 8% yield that's a little high we'll leave it as is, but i would switch out to ventos because i don't want too much energy, even if it's a utility a little different, though next up a tweet. a lot of tweets today. from @pshwendy, who says apple, visa, microsoft, waste management, constellation. let's look at this one

[ buzzer ] apple's tech visa is fintech. microsoft. thank you, microsoft, for doing what you did for the homeless today. brad smith, that was quite a thing. i welcome you to talk than initiative waste management, a terrific company. constellation brands we had that david faber report about remember, that was not necessarily a buy of a million shares it was an options ex-ration. we have beer we have software we have fintech. we've got tech, and we've got particularly waste management issue. and i like it. ♪ hallelujah let's go to a caller i think we should start with jay in connecticut jay? >> caller: boo-yah, skee-daddy. >> boo-yah, jay. >> caller: am i diversified? i have boeing, walmart, intel, deere, and jj. it just so happens i like every one of these companies i've been doing a lot of work on deere, by the way, and it's

really having a remarkable quarter. deere is one of the great machinery companies, okay. walmart at 96. i should pound the table at 86 when we had their .com on. remember that? and i really like that situation. boeing, we just had them on, the cash flow there is humongous bob swan entering an intel report and j&j reports on tuesday, and i think it will be good. maybe they'll tackle litigation in context drug, tech, aerospace, retail. hey, you know what ♪ hallelujah i love that portfolio. love it! hey, tom in illinois, please, tom. >> caller: greg, in memory of jack bogle, god bless him. am i diversified, sir? i have black hills i have pfizer, i have procter & gamble i have at&t, and i have bank of montreal >> wow a quizzical portfolio, if i

don't say so myself. all right. at&t yields 6% i think it's safe even at 30 i like it. one of the most conservative banks in the world they never got in trouble during the bad period black hills. pfizer, i prefer merck and procter & gamble, maybe goes to 95. consumer packaged goods, drug, utility, telco, and bank that works for me. but we're not done ♪ hallelujah we've got more to do let's go to jason in mississippi. jason? >> caller: boo-yah, cramer. >> holy cow, jason you sound awfully young. good to have you on the show, though. >> caller: that is my 8-year-old daughter she is a good fan. >> that's what i want. that's what i want they say the show is only for the cousin's best friend a brofther-in-law? no it's for the daughter. >> caller: all right so my holdings are altria.

amazon, mastercard and disney for my daughter. >> long day. smart girl the kid's got horse sense. altria hard for me to recommend a tobacco company. they do big position they do that juul. i have too much of a political view on that but, yes, tobacco. amazon, amazon retail, prime, bingo. love it. large position in my charitable trust. mastercard, ultimate fintech stock. disney, in iger we trust ago ier is like the head of china. i think he is a lifetime job ceo for life and canopy, bruce litton

we have two pot stocks unacceptable that allows us to get rid of altria and we're going to go with something counter to altria. we're going to add united health the 8-year-old, united health. she's got horse sense, and so do we stick with cramer.

i talk about resiliencesy and cheapness. tomorrow is going to be another test netflix is not what i wanted to see, and the stock is up huge. i don't know how that stock is going to be able to not be down a lot. american express geez, i was really thinking this would be a breakout quarter for them it wasn't on top or bottom and i didn't like what they had to say about the tepid loan growth. we've got netflix not doing that well will tomorrow be the day that the spell is broken? i don't think so i like to say there is always a bull market somewhere. i promise i'd try to find it for you right here on "mad money." i'm jim cramer, and i'll see you tomorrow

>> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ with a new twist to a conventional product. hello, sharks. my name is dave mayer, and my company is clean bottle. i'm here today seeking $60,000 in exchange for 5% of the company.