night years ago and i crushed it do you remember that >> what's your final trade >> twitter twtr that 10% move to the downside, melissa lee, is too much. >> we'll see you back here tomorrow at 5:00% in the meantime "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 is always a bull market somewhere, and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to make you some money. my job is not just to entertain, but now educate and teach you. so call me at no. or tweet me @jimcramer. whatever you do, i don't want you to try to be a hero here after today's shellacking where the dow tumbled 221%, s&p

declined 25.56% and the nasdaq 8.6%, you might be wants to buy haven't we been waiting for pullback sure but given the market's massive run-up in a pretty short period of time, i think it's a little too soon to put "mad money" to work we were due for a sell-off and i doubt we'll be finished after just one day i don't want you to get too bearish, and i like the way the market came back from its lows but we actually did some selling at the opening today from my charitable trust telling the members of the actionalerts.com club that it's way above the levels where we wanted to do buying originally. so there is no reason to break discipline here. you want to keep your powder dry. the worst that happens, okay, you miss it. you miss a little. that's usually a good bet on the first day of a sell-off, not to plunge in after a prolonged move higher and make no mistake about it

this is a perfectly reasonable decline. perfectly reasonable nothing real big happening here. garden variety but it's based on some facts why do i say that? first, you have to understand that this whole rally has been propelled by hope. hope that fed chief jay powell would adopt a more reasonable position on interest rates, and hope that president trump would make a trade deal with china now one of those wishes came through. the fed stopped tightening, at least for the moment, and became more grounded in reality that fueled some fabulous gains but this move was going to continue higher, we needed the other wish to come true too, a trade deal before the tariffs on chinese imports automatically go higher on march 1. unfortunately today, the white house made it clear that the president is unlikely to meet with his chinese counterpart before that deadline, effectively putting the kibosh on the deal, sending the market tumbling ambivalent about striking any kind of deal with china. you got the free traders like larry kudlow, trump's chief

economic adviser and steve munch, his treasury secretary. they want some kind of deal. but the most powerful voices are here are peter navarro, the president's office of trade and manufacturing policy and the u.s. trade representative, and they've got a tougher view where do these guys really stand? i wouldn't say peter navarro is totally unwilling to compromise with the chinese that would be wrong, definitely wrong. but you should consider the second part of his title, manufacturing policy to him the war isn't just about getting more favorable terms on the chinese on buying some stuff. it's about preventing their companies from stealing american technology and using it against us economically, and who knows, i think ultimately militarily. i had the privilege to be a judge on the president's old show, "the apprentice. google it, millennials and i think that's a useful prism. navarro and lighthouser, they're all on one team. mnuchin and kudlow are on the other one. when push comes to shove in the

boardroom, i think navarro's team wins. however, the stock market very much wants a deal, and the calculus changes when stocks get hammered the president cares about the stock market equivalent nielsen ratings when stocks crader over a series of days, he tends to move closer to the kudlow/mnuchin camp the show must go on. they tell us not to worry, we'll come to some kind of arrangement, soy beans, whatever but as we saw today, that's not necessarily the case maybe trump figures no deal is better than a bad deal, because the chienlz belienese believe t wait trump out we're only going to be able to buy the stocks on a day like today, but we know these groups, technology, aerospace, industrials, all stand to lose from a no trade deal sure, their earnings tend to be strong, but the future looms darker than the past if we can't work something out with china pretty quickly you've got to stipulate that now, could we still get a deal i think the white house will hold out for real change in

china, because the no deal camp views this as a geopolitical issue. they believe that if the chinese government doesn't change its ways, they'll eventually rival the united states, our country as a hegemonic superpower. these are higher stakes than boeing share price or the amount of soy bean wessel to them the second reason why today's sell-off had gravitas, earnings. holy cow, out of nowhere earnings we've had some pretty darn good earnings this season, but some days they just don't come together, and today was one of those days ever since facebook's redemption and snap's miraculous comeback, the stocks have been red hot twitter reported a terrific quarter. it is good but they gave a forecast that was widely perceived as quite negative, slowing revenues and rising expenses. i think that's an unfair characterization i think the company is still cleaning up some things. i didn't mind the quarter. i didn't mind the forecast but the stock plummeted nearly 10%. wait three days and then buy

not long ago, starbucks delivered a knockout quarter today we got a knockout of a different kind from dunkin' donuts it was the find that leaves you flat on the canvas it was as by miss, and quite frankly, i was surprised we've had some excellent results from apparel capri holdings, the old michael ko kors, beautiful. columbia, a great number now, but we hear from tapestry, the old coach today this morning, and the numbers were actually quite shocking and disappointing. even by their own admission, by the way. and the numbers from that kate spade division, they were downright awful. we've seen some decent quarters lately oh, boy, but kellogg really laid a bomb this morning. haines celestial disappointed again. what else is new delivery is all the rage yum! brands a decent quarter the stock was down 3 just go buy the darn thing but grubhub, the big online delivery platform, i don't know. they just made a good deal with

yum, but the competition in the delivery is getting furious. today grubhub gave you a forecast that simply wasn't up to snuff and the stock plummeted. at one point it fell 18 points, although its conference call managed to rally the stock to $1.68. you know what? i think it's going to be shaky ground cyber security has been hot but not red hot. real reason for today's weakness the pathetic state, the third best reason, because i heard it was being first best all day, and that's wrong european weakness. it keeps getting cut, the forecast there and oui got another cut today. to tell you the truth, we might have been able to shrug this off, but weakness in europe causes crude to tumble and you know how i feel about oil? the price of oil often leads this market by the nose even as most businesses actually benefit from cheaper crude you knew the bulls were in for a beatdown we might get another bush whack tomorrow if oil gets closer to $50, to finish at $50.61, down a

buck 40. put it on your screen. put the price of oil on your screen, you're going figure out exactly what will happen later in the day the fourth reason is sentiment a vary of newsletter writers showed the most bulls in ages. too many bulls mean there's is no one left to buy anything north of plus five demonstrates too much enthusiasm we were at almost 8 when we came in look, there was some positives too. we got a gigantic bank merger, suntrust and bbt, even if it didn't seem to generate much pin action estee lauder had a good second day after a great quarter. masco reported sweet numbers but the bottom line we have to own that it was a bad day for the bulls, and it's pretty realistic to expect maybe one or two, i don't know, couple more session likes this one until the facts get more positive. so until we either get lower prices or brighter outlook, i think you should hold off putting any new money to work until we get to safer levels let's go to vinny in my home

state of new jersey. vinny? >> how are you doing, jim. thanks for taking my call. >> of course, what's up? >> caller: my question pertains to amd and the ongoing work of dr. lisa su who you have talked a lot about. >> yes >> specifically, they've been in business 45 years, but very recently, they're being often referred to as being in competition with intel, and amd sales are a faction of intel's sales. i have a couple of question. >> yeah, sure. >> caller: it's a little confusing. is amd do you think a real competitor competitor. >> it depends on the product line i think they are competitive more competitive when it comes to data center the stock just priced 34 million shares, and $23.65 the other day. i think that's an opportunity. intel is a fine company, but lisa su has put amd on a growth

path ronald, also in new jersey ronald >> caller: cramer, what's going on >> i don't know. how about you? >> caller: nothing much. just laying in bed waiting for you to call, and you did thank you. >> no problemo. >> caller: can't tell you how much advice you give. >> thank you you're like the ultimate gift that keeps on giving. >> ah, ron, you're a good man to say that i don't know i came in hot today and i got cool as the market went down but thank you, thank you >> caller: okay, look, i'm a member of your club, by the way. so i did all your action alerts. >> excellent, thank you. >> caller: and i saw that -- i see that you're accumulating the position in cisco systems. >> absolutely. >> caller: i know you talk about it once in a while they're coming out with their earnings on wednesday. and i wanted to get your feel of whether we should hold 80 through the earnings or sell it before >> if you ask me which stock to buy, oh, geez, i'm looking at mattel up two bucks if you ask me which stock to buy

if it goes down, if we have another sell-off tomorrow, i am going to say cisco, because you know i'm trying to make that my biggest position, that's the one i feel great about it. i think chuck is doing a terrific job buy some more, and if it gets to 43, buy more how about frank in alabama frank? >> caller: hey, a big alabama boo-yah to you, jim. >> i love alabama. >> caller: and all the cramericans that watch your show. >> thank you. >> caller: you're welcome. my question is about pg&e. i know they're in bankruptcy court right now. they've hired a terrific lawyer to help them out and i was wondering about their stock. i know that -- >> dice roll, sir. frank, it's a dice roll. we're going to do a piece, just people rolling the dice on that one. that's not our style i do like american electric power. by the way, the cisco, 45 would really be ideal. sure, today was a bad day. what can i tell you? we have some bad days

periodically don't get too negative realistically expecting maybe a couple more like this. "mad money" tonight. it's more than 130 brands like tender, vimeo. i'm sitting down with the ceo fresh off the report and chipotle up 11% today. can it stay hot? i'll see what's cooking when i break down the portfolio and it's a company that put a wrinkle in allergan's botox plans. don't miss my exclusive with l evelis stay with cramer. >> don't miss a second of "mad money. follow @jimcramer on twitter have a question? #madtweets send jim an e-mail at madmoney@cnbc.com. or give us a call at 1-800-743-cnbc >> miss something?

head to madmoney.cnbc.com.

♪ on a hideous day for the averages, who managed to buck the trend? well, last night match group,

the online dating buying tender, match.com, okcupid reported a blowout quarter, and its stock caught fire. ♪ hallelujah that spread to parent company iac, which i like to call the most ubiquitous company most people have never heard of think of a house of digital brands put together by the legendary barry diller they own ask.com, vimeo, the daily beast, just to name a handful. more importantly, they have controlling interests in the aforementioned match group, on fire, and angie home services, which was created when they combined angie's list with home adviser. tonight we heard from angie home services, i posted an okay number, a big buy alabama, and iac itself, which gave us a solid quarter, higher than expected earnings before interest, taxes, depreciation and amortization the real story is iac stock remains absurdly cheap on what we call some of the parts basis. even as it more than doubles

since i recommended it in june of 2017. they own 81% of match group and 84% of angie services. they're worth $19.7 billion, yet the market values iac at roughly $18 billion. that's lunacy. the whole should not be worth less than the sum of the parts, particularly when there is a lot besides those two companies. don't take it from me, though. earlier today we sat down with joey livid, the ceo of iac to learn more about the quarter and his house of brands. take a look. joey, i know you watch the show. we cannot figure it out. it's a great conundrum, how come this company isn't valued substantially higher, given the sum of the parts it's your first time on the show run through all these incredible values and how you get them with iac. >> sure. we have two public companies underneath iac so we own public shares in match group, which is worth, i don't know, today they're up a bit >> on a terrible day, one of the few i follow that is up.

>> it was a good day ua and that's worth roughly $12 billion. we have shares in angie's and 85% of that. that's worth another 6 or billi $7 billion. and then we have cash. a billion 7 of cash. and when you add that up, it usually adds up to something more than our current market happen. >> it's nalone. >> vimeo, which is a private company that is subsumed in iac. we have dot dash which is a publishing business which is doing very well. we have a mobile applications business that is growing phenomenally well. i think it grew 100% in the last quarter. profitable it's pretty amazing. >> tell me about vimeo for a second it's a platform. could they one day be spun out like a merchandise or angie's? >> i hope so look, we don't -- there's no timeline on those things, but i

hope so. that's the goal in all of these businesses that's what we tell the leadership that's what we try and organize for. we want to be big enough, strong enough, sturdy enough in a big enough market that it makes sense to stand on its own. >> i've known quite a few people who have come through your company and some executives, some leadership people they always felt it was the classic wail incubators were supposed to be you got money to do what was great. if you operated really well, there was lots of rewards. it seems to me that the ultimate capitalist institution >> it really is. it's focused on -- it has nothing to do with where you come from, even what your experience, what your age. i've been a beneficiary of that, as have others it's about what you're excited about, what you're passionate about. and if you are, you get the opportunity and learn on the job. >> can some of that be the ethos of barry diller? >> sure. >> he has always been someone who wants to champion people who do well. >> yeah, he wants to give people a chance and he has always been motivated by big opportunities and finding

people's passions. and when you find that, you invest behind it >> when i was doing some research on the company, i was staggered to see how much better you have done over the last three years than faang it seems odd we all think of faang as this tremendous juggernaut. but iac has doubled since we profiled it. >> look, faang is a tremendous juggernaut, and those are some phenomenal businesses. truly phenomenal businesses in there. but we judge ourselves on ourselves, and we got to grow our businesses we've been fortunate to have each of our businesses really in the last year in a way we never seen before. each of our businesses individually growing, and each of them still single digit penetrated in huge markets take angie home service, a $4 billion market and we have single digit penetration in there and a pretty substantial lead relative to the next. >> how much cyclicality does that company have? you always blow away the estimates for match. i am concerned that angie's in a

real housing downturn maybe gets hurt, or it is countercyclical >> we have a decent belief that it can be countercyclical. when you think about housing goes down, people move less. they stay in their homes longer. that means they're doing more work on their homes. but number two, that also means that the service professionals are more interested in getting business from our platform because they're not inundated with business that's coming in everywhere there is some countercyclicality in that. but also, 2/3 of our business is not discretionary. if your garage door isn't opening, you're not waiting for the economy. >> i happy to care passionately about financial literacy you own invest pedia the millennials want and are desperate for financial literacy can you blow that company out somehow? >> we're definitely trying and we definitely share that passion. it is amazing how few people are prepared for retirement.

it is amazing how little people understand the importance of compounding capital and starting that early in your career. >> right. >> and that's one of our goals at investpediafor sure, among many >> i don't want to steal fire, but we had the ceo of match on but i think match is an amazing company. >> me too. >> i want to talk about another side of it it's an amazing percentage of people who end up meeting each other and marries. but it also seems to be for people that are lonely that aren't looking for anything other than to spend some time with >> meeting new people is a really hard thing. meeting new people is a really hard thing that first interaction with anybody is awkward and one of the things digital platforms can do is break down the barriers you don't know whether a person standing nokes you is interested in meeting new people. and if you want to cross that barrier, that could be an awkward thing. but when you're on a platform where everybody on the platform said i'm interested in meeting new people, that certainly makes ate lot easier to interact >> we are a huge believer in the

subscription economy, which is why we first profiled you. >> us too. >> it's sticky >> yes. >> and you do tier it's really one of the most continuing generation of income of any company i know. >> look, we've been in love with the subscription model for a very long time. >> before everybody else >> i don't know. >> the more i think about it, there aren't many that knew about it >> the great thing about a subscription model, especially in times like these when people are talking about is the value exchange to a consumer is crystal clear. when you start talking about data and free models and advertising, the value exchange starts to get a little cloudier for consumers. our value is crystal clear you pay x, you get y >> one last question should we always say it's always going to have a discount because it's difficult to value or one day we're going to see the stock up 30 points and you got to get in ahead of it >> well, i'd love to have that magic wand, but i think any multibusiness business, there are reasons that investors give them a discount. they think they'll never get

access to the cash flow. we have a history of repurchasing shares. we have a history of paying dividends, things like that. so we generally i think should get credit for that. people say well, if we do get access to the company directly, we're going have to pay taxes. we've done a number of spin-offs. we've distributed shares tax-free most of the things we do, we try and avoid those conglomerate discount things and try to act like an anti-conglomerate. >> you've done a remarkable job. we just got to get in on this. i feel terrific about it and it's going higher. okay i want to thank you to joey levin, a company we have long liked. and i hope you can now understand, it's very transparent. you can look at everything learn the division so you know what you're getting into "mad money" is back after the break.

♪ chipotle's back, and it's back right on time yep, the company reported fantastic numbers last night, including colossal 6.1% increase in same store sales. coupled with healthy margins, and even including those persnickety labor costs over the past few months, i'd say under control. it's been a long road back for chipotle which was rocked by not one, but two health scares, the first in late 2015 and another food borne illness back in summer of 2017 both incidents crushed the same-store sales and the stock was obliterated. remember, same store sales determine where stocks go. last year traded as low as $250. now it's back to 585 it's been a tour de force come back the american people tend to be very forgiving, or at least forgettable when it comes to health scarce, as long as you give them enough time. and usually that's 18 months in 2015 a wave of e. coli hit

chipotle stores in oregon and washington management thought the problem had been solved, but then in december of 2015, they had an outbreak of norovirus in boston that caused a second wave of disconte discontent finally in july of 2017, when it seemed like chipotle had put these health problems in the rear view mirror, there was another norovirus in virginia. right around the time we saw of cell phone video of rodents falling from the ceiling of a dallas chipotle. once again the stock went into free fall. a year ago, chipotle decides that's it. let's bring in an outsider to clean things up, hiring brian nichol from taco bell as their new ceo, replacing steve ells. there was cosmic irony as they didn't sea-tac cobell as a competitor even speaking of them in the same sentence would be borderline insulting yet it turned out to be a brilliant move and time gradually healed all wounds. what's incredible is when i

researched other major health scores, the infamous jack in the box e. coli incident in 1993 where 171 people were hospitalized and four people died and the taco bell incident in 2006 where female bought very sick both cases it took 18 months for traffic to bottom and then start rebounding 18 months. sure enough, it's now been a little over 18 months since the last incident of chipotle, and the stock is on fire because sentiment has turned i do not want to detract from brian nichol's leadership. he has fixed flow-through put. he is addressing drive-through he has labor costs under control like no other chain i follow, although burgeoning sales make that a lot easier. chipotle's margins increased and the same store sales growth, it's the customers that are flocking back because only 2% of that growth came from higher transaction price. compare that to mcdonald's very well run, but nevertheless, it had a meager same store gain

in the u.s., chipotle has given a remarkable turn around here. i'm a big believer in nichol's strategies he moved to headquarters, all the way out to california. the big think leader of the chain is a place for dazzling innovation, and his tactics, which are all about good execution. he deserves plenty of praise nor this run but father time gets some credit too. the customers forgot about the health scares. now they're back and they seem to love chipotle as i do, more than ever. the difference, i never went away from it jason in tennessee, jason? >> caller: boo-yah, jim, from tennessee. >> poohia. >> caller: so i've been following restaurant brands international. they bought popeye's one year ago. >> yes, they did >> it's been on a downtrend the last five days, but they upped in january i was wondering what you thought about the long-term growth potential of the stores, i think it's a great question. i think people feel they've got

to do a deal i'm telling you, jason, people are even requiremented that they're going to buy domino's. that's why domino's was up in a bad market i don't think that's the case. it's a good solid long-term investment because it's very well run i'd love them to come on air they probably won't, but i'm going to reinvite them right now. i'm going to go to jerry in california jerry? >> caller: hey, jim. the family loves the food at del taco, and i'm wondering if they're finally on the right track. their last presentation looks pretty good, as most of them do. they're stressing quality, always adding new products, and now they're rolling out deliveries in the first quarter, with 26 consecutive quarters of increased same storage sales, they're looking to successful franchisees to buy some of the company-owned stores isn't that a good thing? >> jerry, i thought so too you know i like this stock and i got very burned by them. i need to have them come in. i feel complete ply scalded. i thought same thing

good food, good management, didn't work out. not going there. up 6% this year. may be enough. we're sticking with california george in california, george >> hi, jim as a conservative investor, there anything in hershey that would make me want to buy? >> frankly, i'd rather buy i would rather go with monalis it's a candy society, and i think they have got the mojo right now. that's the one you want to be in not hershey. chipotle is back and bigger than ever there is much more "mad money" ahead. it's a company that is giving allergan frown lines but could it leave you with a smooth smile i'm sitting down with the ceo of evolus then does your portfolio have what it takes despite the market's unknowns? let me be the judge when we play am i diversified and rapid-fire in tonight's edition of the "lightning round." so stay with cramer.

♪ over the last few years, you've heard endless stories about how allergan, agn, the big pharma company that is a lot smaller than it you'd to be at least by capitalization is soon to be under fire as other companies roll out competition for botox. last week the predictions came through when evolus, a tiny relatively unknown company got fda approval for juvo, which they describe as a drop-in replacement. we're going learn more than for botox. doctors can swap out one drug for the other. ever since the fda rendered its judgment on friday, evolus' stock has been flying from $16 last thursday to nearly $29

today. i'm wary of chasing anything that had such a monster move, but this definitely merits closer inspection. let's check in with david moatazedi. he is the president and ceo of evolus, who used to run allergan's medical aesthetics division learn more about his company and how it's doing with this new drug welcome to "mad money. good to see you, sir >> great how you? >> good to see you. >> exciting times for your company. we know that botox is a gigantic drug, but we also know allergan is a gigantic company. what makes you think they'll be able to go head to head with them, given how many companies have tried, but even the two that are out there right now have never been able to take more than 30% of the market. >> well, jim, you're right it's a very exciting time in the aesthetics space probably no better time to be a customer than today in this market as you know, last friday we received fda approval for our drug named juvo. we're entering one of the fastest growing spaces in health care which is medical aesthetics, and juvo is the first product to get approved in

this category in nearly a decade. >> but allergan spends a billion dollars to promote botox, and they've got it kind of like kleenex. disport has done huge price discounts and they still haven't taken much price share how do you go up against a juggernaut >> the product in the company was designed from the outset to compete against the market leader, and i'll tell you why. first we conducted the trials with jeauveau. matter of fact, we conducted the largest head to head studies comparing jeuveau over five months we'll release those results in the second quarter of this year before we launch the second thing is we're a different type of aesthetic company. we're the first neurotoxin that is aesthetic only. we're free from all government restrictions and reimbursement. >> it's all private pay. are you going to have a label that makes a comparison against

botox when this comes out? >> in the fda's eyes, any differentiation in the label is difficult to do. >> right. >> however, being able to promote date that that shows head to head results is exactly what we've heard from doctors differentiates us versus the other products you mentioned that entered the u.s. market we believe that a combination of that data, as well as our focus on differentiating the brand, this product was built from the ground up around a new target segment, which is the millennial population we've branded the company, the product, all the messaging around how millennial thinks and considers getting into this market for treatment and we believe that that is what ultimately will differentiate this market. >> is this derivative of an older korean drug that is not a brand-new built from the ground up we had revance on. is yours built from the ground up or is it a license from a korean company? >> that's right. so this frock is actually manufactured out of a brand-new facility with our partner dae

woon that facility was built specifically for jeuveau it's an entirely new manufacturing process for neurotoxin that science in combination with our clinical data is what doctors are very excited about in the market. >> you dow have a 55% shareholder, altheon i'm just trying to figure out, i wanted to figure out whether he could be able to sale. because the reason i say that is the stock has had a big move i know a lot of our viewers will say wow, this so exciting. botox you come in 25% cheaper, but then they'll buy the stock and you'll do a big equity offering, why didn't you ask him about that >> no, it's a fair question. and last february, we did our ipo. and our largest shareholder is altheon. over the past year they have wound down their ownership to 56% of the company like any other large shareholder, as the company transitions from r&d to a commercial stage, which just

occurred, you expect that they'll thoughtfully continue to wind down their ownership. that being said, they've been very invested in the success of this company, and very supportive of our strategy moves going forward. >> i know that millennials are interested are you going to do big social media campaign that's what i think this could get it from the ground up. >> yet so we've built an entirely new platform that powers this company. if you were to walk around our hallways, we went to the bay area and to companies like microsoft and google and hired tech talent with no health care experience to create an entirely new digital platform that powers our company. that in combination with all the branding we believe in the digital space will launch a new product that targets that young segment. in the end, this aesthetic marketing into fuelled by the millennial growth. >> i agree >> clearly there is an opportunity. >> i think there is room for everybody here i would encourage you to be able to come in and make it so look, it's very expensive for private pay. anything that makes it come down will make the millennials very interested that's david moatazedi, president and ceo of evolus.

okay, now, the stock has almost doubled. so be careful. "mad money" is back after the break.

"lightning round" is

sponsored by td ameritrade >> it is time! it's time for the "lightning round" >> buy, buy, buy, sell, sell, sell. [ buzzer ] and then the "lightning round" is over. are you ready, skee-daddy? it's time for the "lightning round. i'm going to start with sam in maryland sam? >> caller: thanks for taking my call, jim. and thanks for helping small investors like me. >> okeydoke. >> i was calling about therapeutics md. and the ceo some time ago and what's your take on this stock >> it's done nothing and i went home and i told my wife all about it because it does the women's health. and she said look, no one's using it i went back, kept talking about it it ain't working it ain't working i'm going to have to say don't buy. i have to put it like that let's go to scott in california. scott? >> caller: hey, mr. jim

skee-daddy cramer. happy pre-birthday celebrations. >> whoa, man, coming up. i don't want no surprises. okay, what's up? >> caller: sounds good, buddy. i just like to say hey, i hope you keep going with "mad money" for many, many more years. >> i hope so too i do it on sundayed. no one cease it. i do it from my house. hey, i'm cramer. my wife says yeah, okay, you're cramer go ahead what's up? >> caller: so i have a position in -- goldman sachs -- >> i like that upgrade i wanted to call aaron aaron levi that was a great update. i think the company should be acquired, but aaron is too young to want to sell. how about washington, joe. >> caller: thank you good afternoon i have a very quick two-part question on cummin, cmi. the first part of the question is how dependent is cummins on china, either as a supplier or

an actual market >> right. >> caller: and how does it partnership with hyundai, how does that line up with in its earth-moving equipment all electric earth moving equipment compare with other entries in the same field >> look, it's regarded as a china play that right that it's regarded as a china play it really is there was an upgrade and a downgrade today. i thought the quarter was fine it's got a 3% yield. i'm not worried about the joint, that doesn't mean much to me when you buy with a 3% yield and buy it a little lower, but don't look at it tomorrow or the next day because it won't do well until we get a china deal. even though it should be doing well that's the way it works. sorry. let's go to brian in texas brian? >> caller: it always blow miss mind when i get to talk to you. >> fantastic why not. >> caller: what do you think of verizon's last report? >> buy, buy, buy, buy, buy, buy, buy, buy, buy! >> clean, good, solid, good

yield. verizon, terrific stock. let's go to mark in my daughter's home state of oregon. mark >> caller: mr. cramer. we're thinking about adding morgan stanley to our portfolio. >> and you're right. the people in organize, my daughter always says got horse sense. i want you to buy. >> buy, buy, buy, buy, buy, buy! >> one of the best quarters that everybody hated. it was not clean, it was not perfect, and that's where the opportunity comes. i say morgan stanley's great, and i say oregon's great and i like dutch brothers coffee when i'm out there let's go to loy in illinois. loy? >> caller: big boo-yah to you, jim. i thank you for all the great advice. >> thank you nice people tonight. >> caller: my question, canopy growth. >> i had them going back and forth on twitter @jimcramer, back and forth and back and forth. i feel this last move from 45 to 50 needs time to digest. i'm walking away for now if it goes to 60, it's going to do without me. i don't mind i've been behind it a long time

and i don't want to get anybody hurt can i go to steven in georgia. steven >> caller: yes, sir, my hat's off to you, jim. >> thank you >> caller: the principle financial group. >> that quarter wasn't so good, man. >> caller: to sell that doesn't seem right to me. >> i agree with you. 4.5 yield, eight times earnings, i mean, give me a break. you're going to be fine in principle. i know people don't like the yield curve. i think it's a fine steady as she goes company and all of us will remember it in 2007 and 9 and tried to write it off i remember we went to university of iowa and people are saying it's going to go to zero i said ixnay, not going to er a erozay. >> caller: boo-yah do you think asbestos will have an impact on earnings? >> no.

and alex gorsy is doing a terrific job but my take is they did not cause these problems, and you should buy it and it's going to be the biggest launch of 2019. and that, ladies and gentlemen is the conclusion of the "lightning round." [ buzzer ] >> the "lightning round" is sponsored by td ameritrade i'm opening the lines to hear from you, the voice of america because it's an uncertain time i want to talk to you. >> mr. cramer, i want to tell you are absolutely positively fantastic. >> thanks for helping us not panic in times like this the average investor, which we all know and love, you cater to us and we appreciate that for all you teach us >> i am not going anywhere you shouldn't either we will get through this together >> cramer has your back. call 1-800-743-cnbc, and let's take on the market together. >> we're going figure this out we'll puzzle it over and we'll make it so that we're all smarter. a security software fi.

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♪ we've had a nice run recently, but today was kind of a tough pullback don't get too bearish, but this did test the strength of your portfolio. keeping a diversified portfolio is the only way to stay defensive, and that is why we play am i diversified, and we haven't played it lately this is where you call me, tell me your top five holdings. maybe you need to mix it up a little first a tweet from chris, and he

writes @jimcramer, @mad money, i'm a 25-year-old investor and top five holdings are public. >> look at nice utility. 3m i think it's starting to perk up it's got a great balance sheet cvs. club members know i think it's only going to do well after merlot traces out how it's going do in an upcoming meeting. pfizer yielding 3.2% last weekend. it had a quarter that was better than expected. cisco is chuck robbins he will be on "squawk box" tomorrow at pebble beach he is doing a remarkable job great balance sheet, great yield. i've got tech. i've got utility i've got industrial. i've got drug store and also got aetna, and i have a pharmaceutical that is a great portfolio. that is a great portfolio. i need to go to mark on twitter.

mark and mark's got let's take a look at this, he's got oh, this is one that he said cnbc on "mad money. he's got amazon, boeing, united health, intuitive surgical, salesforce, #am i diversified. there we go. let's do some digesting of this one. a lot of action alerts names it's like tic tac toe. sales force we know that of course crn. it digit advertises your company. boeing, fantastic. goes down every time we hear negatives on china unitedhealth group, it is the largest health insurer in the country. intuitive surgical, which is a remarkable machine, the da vinci machine that almost every hospital does well and so does the patient, and amazon. we're going to call this a conglomerate aerospace for that digitized, health care, and more health care, but this is more insurance. i'm going to bless that,

although some people would say these two trade together i disagree amazon's a force of its own kevin in california. kevin? >> hey, jimmy, big, big, big boo-yah in san diego >> nice. >> caller: i've got five stocks for you. anheuser-busch, bud. we've got ball corp., bll. cvs health corp., and one xylum xyl. we have big water issues. >> xylum is latin for the plant that takes up water. i forget my latin. here we go but cliff mason remembers his latin, better than anybody he is head writer. second head writer, third head writer so apple, yeah, these are things you don't even to tell anymore that's technology. and inbev, that's bud. it's doing okay. i'm not sure i want it

ball corp. is a duopoly when it comes to bottles, cans, to cans, i'm sorry. xylem, and cvs, the drug store/health insurer tech, health insurer, beverage, can and water. again, these people don't need any help at all. they're completely diversified stay with cramer

look, it's a tough spot. we've been up a great deal but the fact is i don't think this is going to be anything really deep. i know a lot of people are already calling for a retest listen, we had earnings that weren't so hot we had some not great news on when trade talks are going to take place but it is not the type of thing where i'm telling you to get out now. but i am saying, hey, listen, i always say there is a bull market somewhere i promise to find it just 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." ♪ are samantha meis and connor riley, who want to make your next trip to the coffee shop a thing of the past. ♪ hello, sharks. my name is samantha meis. and i'm connor riley. our company is mistobox, and we are here today seeking a $75,000 investment in exchange