that's why i wouldn't buy surius i think it's well set up with a combination of pandora. >> that does it for us don't go anywhere. "mad money" with jim cramer starts right now

difficulty, hyper activity, impulsiveness. just look at the ones that rallied today. let's start with that. at the beginning of the year, apple preannounced a weak quarter. and it was primarily of course because of cell phones a gigantic decline in chinese iphone sales that caused a major freakout, and the stock briefly traded down to ten times, as usual, i said, own it, don't trade it, but you know what people did all right. down january 8th with the stock at $150, down 35% with the early october highs. i sit down with tim cook and outlined all the long-term positives that apple is going for, especially all the health and wellness applications.

cook made it clear that the obituaries about apple were totally premature. the stock had been incorrectly written off and that's when you want to buy it mid sales were better in january. the trump administration breaks off trade talks with china, as that's still a major piece of business very hard to see because of the strong dollar. they said the watch was supply constrained, high quality problem. potential benefits to the health care system, they are obvious. also appears the service industry, some worried that it was slowing, it remained very robust, this morning, jp morgan pointed to potential acquisitions we want that netflix, they were the most

promising suggestions, i pushed hard for apple to get netflix. i doubt they want to do it at $351 the video game kingpin had a series of weak quarters. with declining business or the broader video game industry which appears to be slow so nos, does that move the needle requiring a home sound system, for a couple billion dollars, will be very poorly perceived, kind of like the headphones were poorly perceived some view this as desperate. regular viewers know how i feel about this one i think you should double down on health care i want them to buy whatever companies they need. i can have all my medical records. we saw the same kind of whiplash

behavior in the stock to have facebook before the social media titan reported the conventional wisdom was users it turned on facebook for nefarious behavior a sense of community to be fair, they deserved publicity. facebook did a lot of shady stuff, but when we saw the numbers, we realized it didn't matter the people who do matter, which of the users, more than 2 billion people use some form of facebook every day the advertisers love them. it seems more than ever. you may hate facebook, i think a lot of people do, but it's not going anywhere this ain't my space, facebook is not a social network it's this social network instagram stories, the steal in the tech group then there's microsoft, and i try to pay attention to how the stocks react so i can make my own independent judgment, the stock is down, must have been a bad fall and azure, their clout platform,

however, i also read that -- i have been following that chip storage for intel. i look at amd, hp ink, as well as a gaming company, trying to build out a national network of game sites nobody seems to get the chips they need. they need the chips for their dreams to come true. so the chip issue wasn't surprising show, though, it surprised the people who owned microsoft which is why they bail out on it to me that's a huge mistake. you shouldn't sell microsoft because of a temporary short-term issue when the long-term story, azure is so strong stock rallied nicely today how about amazon, up 7 bucks after 100 point decline friday this one is tougher. there were two things that brought out sellers here, the new rule in india that seemed designed to hinder amazon and walmart's flip cart and worries that the gross market in the retail business peaked

nobody noticed the dominance of amazon's web service no one cared about the growth of the advertising matter, that wasn't supposed to matter. the sellers were focussed on the amazon's inability to make up the difference by raising the price of prime which they skrjut did. two years ago, the pats beat the falcons and they lost a heartbreaker to my beloved eagles then they won again last night in a tour deforce game do you think belichick kept the same game plan he used against the eagles last year, of course not, why do you assume jeff bezos would. he'll figure out another way to win. that's what he does. you're not giving him credit with the stock at these prices something that requires patience, but that's good news for anyone willing to think long-term and buy high quality stocks let me throw one more at you, alphabet, here's a company coining money. there's always something wrong

with the key met triric that dr operating margins down they beat the top and bottom line the technicians declare a head and shoulders top, and things stay ugly for a couple of weeks. and then announces some exciting innovation off to the races again with the gigantic stock buy back. if you can sellal down 10, andu it back, knock yourself out. do that all day. others, why not own it and rent it every quarter take a look at what it's done over the last ten years. everyone who dumped apple and facebook and microsoft early this season has a serious case of seller's remorse. i think the same could be the case with amazon and alphabet soon, too. don't be distracted by short-term problems. they can vanish overnight like we saw with the winners. focus on the long-term, and the next time one of the terrific stocks sells off, then you know it's time to buy not sell rick in arizona, rick.

>> hawai, jim, and thanks for taking my call. >> of course >> i'm thinking of something unholy in the cell phone chip sector, and i'm hoping you can provide a more intelligent explanation. the phone chip suppliers have heard the garuidance and are living the results of apple's last quarter, for sky work solution, is there enough internet of things, and other non-phone devices out there to support sky works current uptrend from the mid november lows >> first, it's a great question, rick, and i would tell you why sky works is going up, is not what you think sky works is going up because it's a great 5 g play and people feel the weakness is in the stock. and that's why people on it does seem to come down enough that you can certainly buy the stock and then buy some more if it goes lower let's go to joe in michigan, please, joe. >> booyah, jim. >> i'm a senior in college and

working on my senior evaluation project. >> okay. >> i was just wondering what your thoughts are about something going forward. i'm a little concerned the company is down 11% after they reported 4th quarter earnings and management came out. i was concerned looking at the balance sheet, they're a pretty debt heavy company after their acquisition of frenchs and franks, should this be a concern going forward? >> for mckesson? i mean for mccormick i like mccormick down here it ran too much. it was considered to be disappointing. they did not have the growth that i would like. i think the stock is in the penalty box frankly. let's go to alex in new jersey, please. >> booyah from the jersey shore, how are you? >> i'm good, how are you >> i'm all right >> i'm calling to get a second opinion on a stock if that's all right. >> sure. >> this stock was on a up trend

when hathaway took -- it acquired pandora radio, ticker sri, what do you think of them >> it is clearly stalled i still like the product i still think it's good. i think the pandora acquisition. let me do this i would like them to come on i have not liked it since the pandora acquisition, and i did as you know from 2, 3, 4, 5, 6 they have to explain it for me ed in virginia, please. >> big booyah, jim, here's my question, tndm, originally priced over 200 fell to 250 and closed its doors, tandem is picking up where they left off and opening up markets overseas. do you think tndm will reach 200 again? >> i don't know. i think tndm is a very good company. when i talk about what apple

could buy in the health care segment, i neglected that if they could somehow do a merger with dex con. the market can't stay focussed which produces days like today it's easy to forget why you sold but key to remember the people selling out now will try to buy it back 25 points from now, that's going to be hard to do. it's just a difficult thing to do, especially for a company that good. you'll probably have its products in your pantry right now, but after today's earnings can clorox help you clean up in this market. you know what they say, a powerful treat gives rise to strong branches, i'm telling you sales force dominance in the tech space spans behind the company, and invisalign has become a household word, is align technology bracing for competition. i'm eyeing the company after a recent delay stay with cramer

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the stocks of high quality company sell off earnings, they become coiled springs. and that's exactly what happened with clorox today, it had been pulling back over the previous couple of weeks as money rotated out of the defensive consumer package good stops, this was prime to roar higher if they gave you a good number clorox off 1.30 basis. management was able to cut costs and raise prices in order to post up its margins, i have to tell you something that's precisely what we were looking for. the stock surged $8.50 or 5.69%. can it keep climbing let's take a closer look with

the chairman and ceo of clorox welcome back to "mad money". >> it's good to be back. a combination of tremendous marketing and a lot of cost cutting which i know you're great at gave you that return that you predicted when people were concerned earlier last year, you predicted it could all come together. this was the quarter where it came together, wasn't it >> this was a strong quarter for clorox, with 4% sales growth and importantly a return to gross money expansion which is so important to us. we leaned into pricing to offset cost increases very aggressively and that's been paying off our shareholders which is why we have been able to confirm our sales and earnings outlook we're on track for another strong fiscal year and we're also confident in our ability to continue to drive shareholder return in the long-term. >> so how does it work you're number one or two, mostly number one in every category

prices played havoc. you were able to get price resin is coming down a bit you won't roll back price because you're number one and the customers love your product. does that just mean for the rest of the year we're going to see bigger and bigger expansion? >> well, you know, our cost increases -- our price increases were cost justified, and that's still true today we have a lot of costs, resin and others that are up and we have a lot of leading brands that consumers love that offer strong value to consumers which is why we took pricing confidently and it's going well, and that's a key reason why we were able to gross margin again and why we were able to put ourselves in a position to have another strong fiscal year for our shareholders. >> i was kind of amazed. i know you have about 17% international. everyone else has been what canned by the inkred -- whacked by the incredible strong dollar. i didn't see it. but i do see it in pretty much

everybody else's numbers. >> currency was a big factor for us we grew 8% in currency neutral terms. we had a 16 point sales head winds in international, but international is only 17% of our business, which is why as a whole, our company has done so well we continue to invest in the u.s. that's our home turf that's particularly strong and while it's not an easy market to do business, it's a strong and solid and stable market and the consumer overall is in good shape, our categories are growing and we're winning with the consumer in the u.s. that's been our history and that's our future, and we like to invest in the u.s. and that's a big reason why we're doing so well right now >> i love the growth in burt's b bees, the tremendous growth in the pipeline for fiscal year 2018 but i was confused about the renewed life decline and the category given the fact that i now see you in a major drugstore

chain that i didn't used to see you in. >> i realize we have work to do. green life was down in the quarter, but we're seeing a lot of green shoots right now. we're growing market share for the first time in two years with the largest customer in the national channel we're growing in ecommerce, double digits and growing market share in that channel. that is the fastest growing channel in this business, and importantly, now that we have made the nutrinex acquisition, we are able to merchandise renew life together with those other brands creating merchandise scale and that is giving us lift up to 2 x and possibly even more renew life, with more work to do but it's a very solid business it's a very strong consumer need we have a differentiated brand with differentiated technology and lot of hope and confidence in that business for the future. >> now, the new products i see coming, there's a burts bees body wash this year, hvr ready

to eat dips. what's in those? >> yeah, you know, hidden valley is such a great brand and hidden valley there's really only a question, do you love it or do you really love it, and we're now giving consumers more reasons to really love hidden valley if you think about hidden valley historically, it's competed in the salad dressing category. now they use it as a condiment chicken wings, pizza, healthy snacks with salads you know, vegetables, and the dipping category is another $2 billion category that's growing at a 6% clip and what we are essentially doing is giving consumers more access to hidden valley and giving them new ways of eating the hidden valley that they love so this is a great new

innovation with three flavors, ready to eat dips from hidden valley it's customer reception so far has been very positive, and early signs in the market are too. so more ways for consumers to love hidden valley and more ways to grow for the clorox company. >> what a great idea last question, ecommerce, you have been the best in terms of seeing where the customer is, you're continuing to put more dollars, is that google, is it facebook, is it just a combination of everything because that point of purchase is so amazing as a place to be >> ecommerce and omni channel is a very important part of the future and our business, and as clorox, we're investing very aggressively in it we're continuing to see very strong growth on the ecommerce sales side it will be about 8% of sales, total company sales this fiscal year, which i think is at an industry leading level, and we're also, i think, the only company in our space that's investing the majority of our

marketing dollars right now online, whether that's in social or in other areas. so we're investing with confidence because the returns are strong, so we'll keep doing it and staying the course, knowing that that's a big part of the future in the industry. >> congratulations on the great quarter of which again, you did predict to our viewers good to see you. that's ceo of collorox. thank you so much. >> "mad money" is right back "mad money

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. now that the most boring super bowl in history, the teams are in preparation for the next season and that's what i want to focus on tonight you have sac taylor, the 35-year-old quarterback of the

rams, named head coach of the cincinnati bengals thatst a huge -- that's a huge promotion. true football fans recognize this hire is less about taylor himself and more about his boss, the rams head coach sean mcvay who got us through the super bowl in the second year of the job. he's 33. and the bengals are hiring one of his lieutenants, because they believe in the coaching tree they believe in the pedigree send you a former patriots line backer, coach brian flores, he snagged the dolphin's coach. an assistant coach the coaching tree is a simple concept, hire top coaches who have learned firsthand from the most successful leaders in the game, they will be able to take that knowledge with them why am i talking about this because whenever i hear a commentator talk about the nfl coaching tree, why can't we apply the analysis to the business world what if it could help us pick

winning stocks we know there are some incredible ceos out there who in addition to creating enormous value for their shareholders have also trained some very impressive disciples, and that some lead to run companies of their own. over time what you get is an executive tree, similar to the nfl coaching tree. for example, jp morgan's jamie diamond has been a terrific incubator of talent, the legendary former citigroup ceo is the one who trained him eventually the relationship soured diamond ended up at gm and they became competitors bill belichick and bill parcels of the financial is there any. diamond tree has exploded. the ceo of barclays, frank who sold to pfizer, michael kavanaugh the ceo of comcast, the parent company of this network. that's impressive. the best executive tree i can think of descends from that of marc benioff, the visionary,

founder, and ceo of salesforce.com they practically invented the software as a service model that has become so ubiquitous, and stock a long-term performer, another great move today by the way -- however, what you may not know is that marc benioff's got a real knack for fostering talent considering his grad school and what his attendants move on to other companies, they have a habits of delivering incredible performance for their investors as well. when it comes to benioff's executive tree, there are four main branches, first you have teen zoo, who was salesforce.com's 11th employees, the first chief marketing officer and chief strategy officer. after nine years there, zoo left to find his own business, zura, which became publicly a staple sales 14 realized subscription would be the next big thing. everybody wants to turn their products into a subscription service for a steady revenue

a great article today in the times about if you don't have a sub business, you are hurting. so he created zuora, launching managing and grow their subscription services. we had travel trust, which you can follow along, and zouora helps with that. it got pommelled but has rebounded from its december lows remember, literally wrote the book on the subscription economy and the numbers have been down right incredible i don't to diminish his accomplishments, but he had a great idea the benioff executive tree, one of the reasons i have been such a big believer in zuoro. next branch of the benioff tree, peter gassner, the founder and ceo of bevus symptoms, he helped

build their whole platform here's another great example of a sales force exec applying his experience to a new industry making software for the life sales industry, helping farm sul -- government regulations, now we have been recommending this stock for ages and it's been a huge winner, up more than 370% over the past three years the sustained long-term growth has been phenomenal. they got crushed, much like, well, salesforce.com, gassner's background as a benioff acolyte was one of the reasons i recommended it the first time we spoke with him was salesforce.com's annual dream conference in 2014 we go out to that. i'm still a believer although with the stock making an all time high, the third branch of the benioff tree, it's todd mckinnon, the cofounder and ceo of okta who served as the

head of engineering at sales force for more than five years as the company grew from handling 2 million transactions to a hundred million a cloud software company that helps businesses protect from hackers. they handle everything related to their log-in andverificatio credentials, users, passwords, the whole 9 yards. the last time we spoke to him a couple of weeks ago. >> i worked at sales force, it's not a coincidence, i worked there for six years. i basically learned the ropes of cloud computing from mark and the entire team at sales force and so it's not a shock that there's a lot of similarities there. >> this growth has been explosive, i look okta and the stocks quintupled since it became public in april, 2017. i've got slammed like everything in the fourth quarter, it's made a miraculous recovery, and all time highs okta is another company i adore, and waited for a pull back if

you don't own the stock. finally, there's twilio, the chief operating officer, george hu also serves as coo, and chief marketing officer at sales force among a bunch of others. when he was at sales force, i'm sorry, while twilio wasn't actually founded by a sales force alum, he's done a terrific job as coo and it's not hard to see how his experiences helped the company advance its mission of helping other businesses connect with its customers twilio allows your uber driver to call or text you when they're about to pick you up the stock is valued at 250% since george hu joined the company after leaving sales force, another win for the benioff executive tree bottom line, the next time you hear about the coaching tree in the nfl, remember the same rules can apply to the business world. when you're trying to pick stocks, look for networks with executives who have learned from the best because as we see with the former disciples with marc

benioff at sales force, they can give you fabulous gains. let's go to hank in texas. hank. >> booyah, jim, what's up, from the sparkling city, corpus christi, texas. >> it's right where all the oil and plastics action is how can i help >> believe it my man, first time calling, long time listeninger i'm hank, i'm 29 years old, and i'm calling about tesla, they probably have to pay off about $920 million with cash because their stock isn't going to get that high. sales were down in the winter. on the other hand, we have europe and china, sales coming up with long-term, just brought maxwell, and making deals on charging stations, what do you think? >> i think tesla is such a battle ground, it's too hard for me to pine people who love the car hate the stock. the balance sheet is bad but they have a lot of cash from the last few quarters, but people don't believe them. it's just too hard it's not, look, i'm going to call a lot of shots, like canopy, and i can't do this one.

the coaching tree lives and it applies to the business world. look for networks of execs who have learned from the best much more on "mad money" at align technology was a market darling, could investment in the company lever you with a crooked smile. i'm giving you my take and the wicked witch of the west effect and the rapid fire, tonight's edition of the lightning round so stay with crammer tomorrow kick off the trading day with "squawk on the street.." >> taste that corn syrup. >> i'm not going to drink anymore. i liked your beer until i saw the bud ads. >> it all starts at 9:00 a.m. eastern.

you should never ever fall in love with a stock stocks are a piece of paper, not people you can't let yourself become

too attached because sooner or later it will become time to sell, sell, sell. >> take invise line, the clear removal braces that are a god send with people who want their teeth straightened without walking around with a mouth full of metal i have been pounding the table on this stock for ages it was practically a list of best performing stocks in the s&p 500. two years ago it was trading in the high double digits now it's a 244 however, the fourth quarter was absolutely brutal for align technology, during a time when investors were scared, the company reported a disturbing quarter, the cost plummeted and it was trending at nearly $400 by january, it was at 177. this is what happens when a growth stock looks like it's losing its mojo. but when align reported last week, though the numbers weren't that great, the stocks rally

after initially getting hit. when i see a stock go higher on seemingly bad news, there's no one left to sell that's not the case this time. if you still want align technology i need you to listen to me. i think you should unload some of your position because i do not like where i think this company could be headed. you want to be aware of a bottom in the growth stock that has fallen out of favor with the wall street fashion show the downside could be enormous remember, growth investors will pay a lot more for a company's earning stream than value investors, align could have a downside if the growth oriented money managers lose interest why am i worried about the align prospects, one word, competition. for most of us this company had an effective monopoly on nonhorrible braces if you want teeth straight ners that no one could notice, invisalign was like kleenex.

it was the only standard, not just the gold standard so the company made itself a fortune, and the stocks skyrocketed, of course business was good but in late 2017, 40 of ir thth patents expired. invisalign is no longer the only game in time 3 m has been investing heavily in clarity aligners. trying to get a bigger piece of the dental business. as cfo nicholas gangstead said on the conference try, our clear tray aligners continues to build momentum holy cow that's not what you want to hear if you're a shareholder of align a german company called strauman has its own competing products dentists need something else in their arsenal. clear connect is their product den, it's too much specifically with 3 m being

involved align has a huge base of dentists and orthodontists who are familiar with invisalign. but there is an enormous difference between being the only company to sell clear braces and one of several companies that sells clear braces i think it's night and day sure enough, this is exactly what we have seen from align's numbers. when they reported those heinous numbers in october, what was the problem, it wasn't the sales or the earnings which came in slightly higher than expected, the problem with the quarter was the average selling prices turns out even though invisalign were fabulous, the average selling prices were the worst they have been in several quarters when the management repeatedly talked about the promotional environment on invisalign pricing. much much weaker than expected cfo john -- revenues would be up only increasing by 20 and 22%,

thanks to lower average selling prices i'm going to quote him here, due primarily to ongoing promotional discounts. that is just terrible. if you look at the situation clinically, that's exactly what you would expect when a bunch of companies like 3m and danner, real titans come in and trying to take some share align has no choices but to cut prices and offer promotions. now, after getting slammed during the rest of the fourth quarter, they took off in january as investors figured they had come out too fast they thought it was a bargain, which brings me to last week when align reported another dubious quarter, the stock ended up going higher. a modest top and bottom line beat but once again, their average selling prices for invisalign declined by 5.4% worldwide. declined, that means they don't have a lot of pricing pressure wall street was expecting them to earn $1.19 per share next

quarter. they have forecasted $0.74 hideous. once management finished the conference call, moderated somewhat but stock was down. it didn't take long to rebound all the champions came out, stock close up 4.5% on wednesday. so what the heck happened here i think there are a number of investors watching closely who felt the stock had been excessively punished so they pounced on it into weakness. align has continued to climb, and i think this is a mistake. their average selling prices% keep falling and the only guidance they gave on the conference call was they would be flat in the first quarter when the analysts tried to pin down align's management on the conference call they talked about one off issues from last year, and didn't address really the competition. i would say call me unimpressed. align technology has made many of our viewers a lot of money over the years, and align with competitors is a totally different story from an align with no competitors.

throw in the fact that dentists are forming these dental cooperatives, dental service organizations, or dsos to bargain for lower prices and i don't think this is a great business to be in right now. it could be one thing if align's stock were cheap here but it's not exactly a bargain, selling for 35 times next year's earning estimates, especially when you're concernedthe company ma not be able to make the numbers and that's something i'm absolutely concerned about here's the bottom line for a stock that we have pushed forever, align technology is one of the best growth stocks around it had a superior product and the stock deserved to soar now they have a bunch of new competitors and that makes this a much less compelling story if you own this one, i say take advantage of the recent strength and ring the door on registers and ring the door on registers "mad money" is back in a moment.

hey, how ya doing? uh, phil. are you guys good with bra we're ok. just ok? we got a saying here. if the brakes don't stop it, something will. that's not a real saying. it is around here. i wrote it. just ok is not ok. especially when it comes to your network. at&t is america's best wireless network, according to america's biggest test. now with 5g e. more for your thing. that's our thing.

lightning round is sponsored by td ameritrade >> it is time. and then the lightning round is

over are you ready. time for the lightning round start with ike in georgia. ike? booyah >> wow, aggressive, what's up? >> hey, man, first of all, i want to thank you for your educational and entertaining show. >> >> okay. >> a lot of "mad money," and i'm entertained watching the show, thank yous for all you i have been trading boeing up and down for the past several months, looking at today's bullish move i'm considering current strong dollar index. >> right >> should i sell >> well, remember, you have to buy planes with dollars, so the dollar does not really impact them it's one of only a couple of companies that have that, and i think boeing is on its way from multiyear move, it's recharged and now it's off to the races.

let's go to bob in massachusetts. bob. >> jim. >> bob. >> calling from boston. >> congratulations. >> long time listener and celebrating the patriots win last night. >> you deserve it. >> question on gulf port energy corporation, is it a good way to play the oil industry. >> i'm so soured on the oil patch, i'm simply not going to recommend that stock i did like exxon's quarter i'll say that. this group is hard to own. >> canyon in texas, canyon >> cook. >> what's going on. >> happy early birthday to you. >> thank you so much thank you. >> i'm sitting here in austin, texas, staring at the frost bank tower, and it is booming i bought some more frost after it fell on earnings. do you think it's time for frost to rev its engine? >> it is one of the few regional banks that i feel good about we keep getting downgraded, no

one's downgrading cold frost, why, because the business is very strong. i need to go to jeff in california jeff >> yeah, hi, jim, i have a two part question. >> okay. two part 5-9 has gone way up in the last two weeks, 29% higher. first question, do you like the stock. i'm thinking of buying several shares should i get in now and follow the trend or should i wait for a big pull back? >> i'm going to be honest, i mean, i know ring central, i do not know this one. i've got to do more work on it i cannot opine on it i know what i don't know let's go to ed in iowa ed. >> how you doing mr. cramer. >> i'm good, how about you, ed >> very well you said in a stock, tyson foods, they just got a new ceo, their earnings, i think, are coming up this thursday, and i'm worried about the tariffs, just wondering, what do you think about that >> they report this thursday

i think it may be a sucker's game to try to predict and this has become one of the most unpredictable companies in the whole country. i'm going to say that i have to wait myself to see what they're going to do. let's go to andrew in missouri andrew. >> hey, jim, booyah. >> booyah. >> hey, love the show. third time caller. >> okay. >> calling back for duluth trading company. >> i have to tell you all weekend i wore my cameraman, steady cam, duluth trading jacket and my wife thinks it is the coolest piece of clothing that i have, and i am a huge believer and by the way, it's warm, you can't get wet in it. i think the loose stuff is the best there is, so i'm going to say i'm not kidding. let's go to phillip in virginia, phillip? >> hey, jim, i hope you can hear me hey, how you doing >> i'm doing well, how about you. >> i'm doing fine. >> hey, i was on your show seven years ago, information i got from your show helped me out a

whole lot. >> there you go. thank you. >> you're welcome. hey, my question is today, lending club is a company that i've been helping borrowers by loaning them >> i'm not a fan lending club, i don't like crowd source lending, i think it's too dangerous. i'm going to have to say no on that one that is the conclusion of the lightning round. >> the lightning round is >> the lightning round is sponsored by td ameritrade is there a cure? td ameritrade's trade desk. they can help gut check your strategies and answer all your toughest questions. sounds perfect. see, your stress level was here and i got you down to here, i've done my job. call for a strategy gut check with td ameritrade. ♪

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invei innovative start-ups nominate your company today. >> right now we've got this bizarre, i mean, truly bizarre dichotomy between the stocks that are roaring ands stocks in the industrial company that supply the industry which have been crushed by their semiconductor clients. integrated circuit materials talked about slower orders throughout the quarter the customers say they are in great shape or getting to be in great shape. this is a curious thing, what's going on here. we knew about the weaknesses in housing, two old stories that have been with us for a while. this quarter we got a new pocket of weakness, the companies that make supplies if the semiconductor industry all flag their tech divisions, as sources of softness, honeywell, 3m previously it has been a source of strength.

they are great customers, the actual semiconductor capital, the ones who called the bottom in tech and that caused speck t tack lar move -- spectacular move hire. it's done more to ignite the semis than any other earnings report to date you kind of wonder, isn't this a dangerous contradiction? how can land pull a bottom when the supplier are saying the rest of the year will be soft how can lam be bullish on this business when 3m honeywell, and d dupont is bearish. western digital, and even then it felt like the conclusion was forced on them by analysts, anxious to hear something positive what happens if the suppliers are right and we're much closer to the beginning of the semiconductor downturn than the end of it. that would mean that whole group has rallied too far too fast,

something i very much fear, even as the stocks have cleared the ceiling of resinstance in the of the charts segment now, that i find hard to believe. in part because most companies have reported. we know they're doing. so it's unlikely we'll get another announcement like the one from -- strength since then. what if we flip the question around, though, suppose the suppliers are wrong. maybe they're the last to turn in that case, honeywell, dow, duh possibili dupont, they are being too negative illinois tool works gave a not so hot growth guidance, partly because the auto business is doing poorly the rest of the company is fine. i think the stock is intriguing, might be another shoe to fall after the downside it did rally $4 today.

3m, not enough to say it's right stock for the environment which brings me no honeywell there are huge positives for aerospace, and not to mention terrific numbers from the warehouse automation unit which is hostage to amazon you guessed it, their semiconductors materials division which had an unexpected downturn if this rally is right, and accurately forecasting the future, then you want to buy honeywell, if the semis are wrong, look below, i think the industries could have more downside and the talks will get slammed too. at least with honeywell, you have other more solid businesses to protect you from the downside, if it turns out that the worst isn't over the worst isn't over stick with cramer. to experience the most advanced pressure-relieving material we've ever created. so you get the deepest sleep you've had in your entire life.

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