that you can buy digital gold, black gold, oil, xop. >> nvidia. >> and for the triple in the energy space, holly frontier, that comes out hfc. >> see you back here tomorrow aw more with jim cramer 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 want to make friends. i'm just trying to make you some money. my job isn't just to entertain but to teach you call me at 1-800-743-cnbc. or tweet me @jimcramer everyone is always fretting about these trade negotiations with china or more forceful federal reserve or the prospect

of another government shutdown but after a day where the dow gained 118 point, s&p climbed and nasdaq advanced 0.8%, you know what i'm most afraid of i'm afraid of jeans. good price yep, i think the biggest threat to this bull market is denim i right now at this very moment am more worried about jeans than i am about china why? because this morning levi strauss the storied maker filed for an ipo where they expect to raise 600 million to $800 million. it's an exciting deal. got a lot going for it, profitable, yes. so what makes this a threat to the market's animal spirits? simple if you want in you'll probably have to sell some pvh. the parent company of calvin klein and tommy hilfiger and that's why i think that lost ralph lauren got hit down 3 bucks and contour, yeah, that's the maker of lee and wrangler

jeans that's being spun off. that will be in direct competition with these bad boys. now, maybe you think i'm being small-minded here. it's just jean, right? wrong. see, it's not just jeans, this is just a representation of what is i'm talking about and not just the fact these are the fat legs and lisa will say i gained weight which i didn't. we'll get a tsunami of new public offerings that will flood the market and there isn't enough money coming into the stock market to be able to handle all this merchandise. yeah we need that money to come in to take up the slack. speak of the devil, slack just filed to become public too and this workplace collaboration company has a $7 billion valuation. love the product but the stock market is governed by supply and demand add too much supply and prices go down. >> sell, sell, sell. >> what does this mean for

another play on collaboration software that stock has been sizzling red hot, got a $25 billion market cap. but wouldn't you sell some of that stock to swap into slack for atlassian. these money managers will be begging tore slack stock because it could be red hot but most likely won't have enough coming in so they'll need to sell something in order to do buying. can't you own both not if you're running a diversified portfolio, the only one worth having let's go deeper. when the federal government closed for business that created a backlog of ipos that needed to be examined. remember, the s.e.c. checks through these things to make sure everything is kosher. now that the s.e.c. is back to work, it's reviewing a ton of deals. some of them truly gigantic and better believe hedge fund also clamor for this merchandise. list listen to some of these valuations of course, this is the size of

the valuation of the entire company, not how much they're offering for stock but we've got uber, that's go be valued at $120 billion gigantic palantir, airbnb worth 31 bz, lyft, pinterest at 12 billion. postmates. we had them on, 2 billion and got the filings for doordash and red did, the social media and newspaper online, whatever, so what happens to the cybersecurity stocks like palo alto networks or prove point, a huge player line palant. r gets public, they'll be hit. there's only so much to be invested in that group some say that's why the stock of palo alto was down $2.20 even though there's nothing wrong with them. doordash and postmates, two that are expected to go public. what do you think it does to grubhub? that stock is in a downturn.

i can tell you what happens, nothing good worst of all is an ipo like uber, eucker, the biggest, uber is a company everyone loves. you have it on your phone. i use the app all the time now you know there will be tremendous demand for uber stock talking $120 billion business here hedge funds will indicate that they want hundreds of millions of dollars worth of stock. >> buy, buy, buy buy, buy, buy. >> when they get their uber allocations they'll have to -- >> sell, sell, sell. >> -- sell something to else execute the orders i think they'll sell like facebook, apple and alphabet, natural sources of funds, the term we use for them let's pause it what happens if uber becomes public -- on the same day we got an unusual rumor about how apple is cutting back? is that a constant what if china launches a subtle boycott suggesting they should buy huawei instead of apple

pho phones you better believe the stock will get hit extra hard and it will be used as a source of funds to buy something new, i don't know, something hotter like lyft. i see ripples everywhere and they're not good ripples they become sources of funds for pinterest and stock of salesforce selling off because some lucky fund hedge got a big allocation who wants to own hotel stocks if you buy airbnb not me nothing is slower thin a bull market than a burst of ipos and secondary offerings. we've seen whole sectors crushed by a cascade of selling. the nature of the beast. now, at first you will not see this coming. i'll try to spot it for you but you won't. there will be big deals priced to move called sliver deals only selling 10% of their deals so the stocks skyrocket and that

will get the juices going and you'll start to see just a bit of money coming in from the sidelines after those initial ipos scream higher but big deals will price and at first they'll look hike there's a lot of demand and also possibly go pretty well then we start seeing several a week and several deals in a day each one lower quality than the last once the floodgates open there is no shutting them. the next thing you know the market is littered with copycats and dogs imitators. with each new one pro-smoking more selling of pretty much everything look, i'm not saying it will be like the dotcom bomb when all those companies went public. that red tide came with the biggest flood of secondary offerings i've ever seen as the early dotcoms became public found themselves in a footrace against the grim reaper so they desperately needed to sell more stock to raise capital personally but the new wave of ipos could be like the terrible tide of deals that crush the cloud plays in 2014.

salesforce fell from 67 to 48 even though the company was doing fabulously money managers sold the stock preparing to swap into a host of different cloud deals that were in the pipeline. it wasn't a smart thing to do but they did it. david soloman addressed the concern when he was speaking and noted the companies further developed and well phone and says he's excited about the lineup and predicted a good reception for the deals. this is really extraordinary many companies have been around for a long time and some have superb track records that's not the point not at all see, my worry has to do with supply and demand. when you see that, meaning without much new money coming into the market, that's going to be bad for prices of all stocks. you know earlier we had doug pederson of s&p global he gave us staggering figures how money is pouring into passive funds that can't bid for

this merchandise indexed to the s&p. so here's the bottom line. we are about to get hit with a perfect storm of ipos and regardless of how good this new merchandise might be, i'm concerned that the market won't be able to hage it all without taking all stocks lower. china, the fed, the possibility of another government shutdown, it's this deluge of deals you should be worried about because nobody else is how about we go to styles in illinois styles >> caller: boo-yah, cramer >> boo-yah, styles >> caller: what's up i thank you for all you do for us we really love you and don't know what to do without. >> you made my day it's been a long what's up? >> caller: well, i wanted to know about aurora cannabis in their earnings call they claimed to have sold 20% of all cannabis recreational marijuana but also posted a loss of $143 million due to several major acquisitions in q2 my question, jim, i'm knee-deep in it. should i stay or should i go >> i think you can stay a little

bit but that group i think has had a very big run and starting to pull back and i would be careful, okay. remember, canopy is my favorite and cronos is my second. >> caller: good afternoon. my stock, kinder morgan created a pipeline joint venture certainly from the permian into houston. can -- i think it's supposed to accommodate 900 thousand gallons or barrels per day do you think that's going to -- >> it will matter. kinder is going to get its mojo back i don't like that group. the -- well, this is a c corp but one is better than most and i disliked it for a long time. okay, we're about to get a tsunami of new merchandise >> sell, sell, sell. sell, sell, sell >> there isn't enough money to take up the slack in this market on "mad money," important after

the close and the stock is getting battered i'm stiffing out the report with its ceo. two analysts enter, only one leaves the fate of this company could this be a buying opportunity? i'll talk to the ceo so i need you to stay with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on twitter have a question, tweet cramer, #madtweets send jim an mail at madmoney@cnbc.com or give us a call at 1-800-743-cnbc miss something, head to madmoney.cnbc.com.

does iff need to do more to stimulate the market's senses? when a company reports seemingly subpar numbers you expect the stock to get hammered

that's exactly what happened to iff, international flavo flavors & fragrances this company reported off the close and the stock got battered i can see why at first glance. it doesn't look perfect. iff delivered an 8-cent earnings miss and suddenly weaker sales because of new ago which significant and the competition at the time they acquired last year was softer than anticipated. all right, so i'm a little confused iff has been a very well run company, 130 years old something i've been recommending since i was at goldman so i got to figure out what's going on. so let's take a closer look with the chairman and ceo of international flavo flavors & fragrances to see where it's headed. welcome ba welcome back to "mad money." have a seat. >> good to be back. >> you have told us every time you've come on certain things are moving parts and you said there would be a secondary -- the stock had one of the biggest moves in the market. this time the stock came in very

hot to the quarter >> yes. >> can you walk us through it? to me the most important view, you reaffirmed your view. >> we delivered on all the key metrics and the fourth quarter as well and confirming our long-term guidance as well so we are all excited and particularly about the integration of the new line. >> i looked up the consensus it came in at 359 million so some could say they just bought it and it's slowing. >> if you compare third to fourth of it, it's accelerating in sales and shouldn't forget the fourth quarter was not a full quarter and close the 4th of october so a couple of days missing. i do want to. >> what did they have that you were so excited. >> go the naturals we know the trend for naturals is in the market for awhile and 75% of all the offers are

natural products and secondly they have a large customer base and this large customer base is particularly these faster growing smaller companies so we have now in our industry the largest and broadest customer with 30,000 customers and then on top of it we are going into some of the adjacent areas where we have experimented over the last couple of years with active cosmetics already on our own but now we are bringing some other adjacent areas like natural food protection, natural colors, our health products as well with all natural ingredients and we believe that this can help us to accelerate our growth to 5 to 7%. >>there is a generation of people who have never really thought about natural ingredients. just bought whatever was on the shelf but this new generation between the age of 20 and 35, they look at the label they don't want to see a lot of ingredients. >> exactly they want a clean label and will want to have natural ingredients and then what we should not

underestimate, there is basically a demand for plant-based protein, alternative proteins which is a huge market for us because we have to make it palatable. >> everybody is laughing because i have vegetarians daughters and this is what life is if i'm not sensitive to it i'm old fashioned and a fuddy-duddy. are we doing flavors 417 came in at 401 again, so many moving parts of currency and always a lot -- maybe one-time things. i want people to feel confident, the stock down 8 or 10 that people are selling because they're uninformed >> what we have to say, we will deliver on our guidance. we did it last year. we believe that we can accelerate the growth on the top line 5% to 7% and around 10% eps growth as well on the midterm which i think is a good, good number. >> for consumer packaged goods it's stronger than almost every one. >> how do we do it through areas where we have

intrinhic higher growth in the market number one, number two, we believe we have a lot of cross selling opportunities with the new customer base and already existing products and we have an unmatched product pipeline right now. we have so many innovations in our pipeline, like new modulators, for example, where we can reduce sugar. we talked about this, for example. >> right, right. how about greater asia india seems very strong. >> very strong we market lead in india. we are right now have a big capital investment there as well we are building the most modern and state of the art flavo flavors & fragrance plant in india. >> flavors remains strong. universality people seem to just -- it's just a great growth market. estee lauder has been telling me. >> it is a good growth market on both side, on the fragrances but on the active cosmetics as well particularly for everything which goes on the skin, on the

hair, what we have had last year a bit on the fragrance side is that the raw material prices went through the roof and we still expect some inflation so we have to catch up with price and if you have seen something in last year, well, we had a bit of a weakness, that was certainly to catch up with the raw materials in the fragrance business. >> balance sheet now totally great even after a big acquisition. >> it's good balance sleet is good. we will pay back our debt. you know it's a very high cash generated business so very optimistic on that. >> any new flavor people like? i know each time you've told me about something -- we know, for instance, friend with the guys from mccormack and people like spice. is it natural spice? they want hot because it doesn't put weight on. >> hot is right. what we can do for example and discussed it with one of our customers to do on potato chips different flavors on the different side of the chip and we have -- >> different side. >> really. i was with the guy the head of frito-lay last night >> we have bought a company, a

spartacus start-up and they can do b3 printing of flavors on any surface basically. >> that is brilliant i think people are getting an opportunity, again, like you said on the 1esecondary. this might be one for this year. that's andreas fibig i know this company since i worked closely with them in the 1980s with goldman the chairman and ceo of international flavo flavoflavor flavors & fragrances "mad money" is back after the break.

last night i told you there is a vast chasm between the glass half full vision of this market and the glass half empty one. normally two aren't that different. there's only so much world view can diverge from the facts on the ground but you know that we

are in a bizarre binary moment where they're kind of up in the air. if you think the president will negotiate a trade deal with china and the federal reserve will continue to hold off on hitting us with more rate hikes then the future looks bright if you think there's no chance of a deal and the trade war will keep escalating crushing the chinese economy, which will then export its weakness to europe the future looks mighty grim now, look, you know i am in the glass half full camp but there's no denying the stock market has become polarized and all of this just filters down to individual stocks so what i'm going to do? i want you to understand i'll give you a textbook example of what's happening. last week i got some mixed results from cummins, a classic smokestack industrial company. we interviewed them years ago and it makes engines and related components for trucks, bus, rvs, construction equipment and locomotives as well as power generators for a variety of end

markets. many think they make the best in the court. cummins is one widely perceived as hostage to the chinese economy. we watched with horror as this stock melted down in 2018. when president trump started rolling out his tariffs on imports from china cummins was immediately identified as one of the major losers from the trade war. then when our economy took a turn for the worse in the fourth quarter, thanks to fed chief jay powell's bone-headed insistence on a series of lockstep rate hi hikes, the stock got slammed again from its peak in january of last year to its lows in late december, cummins lost nearly 32% of its value. >> the house of pain. >> since then the stock has rebounded dramatically along with the rest of the industrials up 23% from its lows because the fed stopped talking about the need to destroy our economy in order to save it from the scourge of nonexistent inflation. but here's what intrigues me

about the story. last tuesday, cummins reported decidedly mixed quarter and delivered a "top chef" line beat, the revenue line coupled with a big bottom line miss, the earnings line and the guidance, let's call it cautious initially the stock got slammed. but then management told a reassuring story and bounced off its lows closing down less than a dollar wednesday i was shocked. i thought it was a goner yet in keeping with the bipolar nature, some analysts had wildly different reactions to these results. the very next day, baird, really good company when it comes to machinery upgraded them from neutral to outperform, hold the buy in the lingo now we got a good old-fashioned analyst gunfight i love it when we get dueling pieces of r you want to know both it's a mad max beyond thunder

dome two analysts in, one analyst leaves but if that's too low brow think of it as a dialectic. you got the thesis an hopefully pitting the two against each other we will help us figure out where their stock might be headed you've got to do this process before you buy an individual stock. first, though, allow me to set the scene. last year the stock became a proxy for the health of the global economy and particularly the intensity of the trade war with china i often talk about oil being that proxy but cummins' stock is one to watch it gets nearly 10% from the prc and sizable chunk and until recently it was by far the fastest growing part of the business that's what matter, okay it's where we call the delta, where it's really starting to pick up. so when president trump started cracking down on china for its predatory trade practices cummins was in the crosshairs. our tariffs have hammered the chinese economy, it's now growing at its slowest pace in decades and that in turn has

hammered cummins in 2017 the company's china sales grew at a 38% clip remember, we were hunky-dory with them. with china's sales up less than 9% this was their fastest growing region it's now their slowest still for much of last year they had a major positive offsetting chinese weaknesses as the ceo of clorox told us in okay there is an urgent need for additional trucking capacity in the u.s after the federal reserve signaled it was willing to crush the economy in the fourth quarter, the story changed truck orders started plummeting. in december heavy duty class a truck orders were down a staggering 43% versus the previous year and down 24% versus the previous month. medium duty trucks class 5 to 7 -- new orders declined by 5% year over year the preliminary data for january looks even worse cancellation rates, they have

surged thank you mr. powell >> they know nothing. >> remember, this whole slowdown was caused by the fed so when jay powell shelved his plans the demand for trucks, they should be starting to bounce back when cummins reported last week the numbers were pretty suboptimal listen to the conference call, okay, ceo thomas linebarger painted a brighter picture he aexpects stagnation in europe and india and anticipates real strength in north america and brazil he believes 2019 will be a good year that's why the stock barely got dinged so he changes the narrative from the headlines thinking that things are bad to something that makes us much more confident now, like i mentioned earlier wall street's reaction to these numbers was all over the place, baird upgrades cummins from neutral to outperform raising it from 144 to 195. huge but then opco downgrades it from outperform to plain old perform,

a hold and they didn't really like it the bull and bear case baird's upgrade was part of a broader bullish call on the trucking space they cover the industry and said good things. baird had been negative on this group, the whole group but now that truck orders have come down they became more positive because the truck stocks tend to bottom right around when class a truck orders see their most significant declines i've studied it for years and think you need to anticipate the eventually turnaround because if you wait for the date to to improve you'll miss the rally in these stocks, this is often the case whether semiconductor or farm equipment, deere reports tomorrow baird views cummins as -- that way they'll be liked more. they are arguing it takes 12 to 15 months and it could produce terrific gains, however, the analysts at baird also

acknowledged there's a real risk they could be too early with their bottom call. it's always a risk when you make a bottom call. the bull thesis the truck business has gotten so tough it's poised for a turn and while that may sound counterintuitive makes sense given we're no longer fighting the fed. how about this bear case with opco they expect fiscal year will be down for the trucking business and that is bad for companies. you can't bring back it in a year that's worse than last year and uncertainty in china doesn't help them. if you get a trade deal that's analysts admit the enginemaker's ownings would explode higher notice about the bulls and bears believe the near future looks ugly for cummins they have totally different interprix takes what have it looks like wow, it really is like that. every day in the institutional trading and research firms the

bottom line, to me the glass is half full and i like cummins given you're no longer fighting the fed but i think you can get a better price if you wait for the next pullback on some sort of story that there's no trade deal and then you pull the trigger. i need to speak to russ in virginia >> caller: hello, jim and boo-yah. i hope you're doing well and thanks again for all that you do to help investors. >> oh, thank you thank you so much. >> caller: i've been closely watching and doing investing in the transport, air freight, logistics, road and rail >> you know that's a controversial sector right now. >> caller: tend to prefer the larger players in the sector compared to a medium size company like knight swift, knx >> i do like knight swift but you know what, i've been part to united parcel. you may think, well, wait a second that's not what you want you want a trucker and the one you have i'm going to say is best of breed. why do i like u.p.s. more? because i am convinced interest

rates aren't going higher and yields 3.25. i want to give you dividend protection if you're going to play the transports, rails by the way, wow, union pacific announced a big buyback. joseph in texas. joseph >> caller: this is joseph from beaumont, texas. i want to give a big boo-yah to cramer and ask cramer about honeywell. >> i gave a talk today for club members of ax alerts plus.com and said this is the stock i would buy right here b . >> buy, buy, buy. >> to play the airline sector if we get a trade deal. i'm an optimist. i like cummins consider getting in on the next pullback i'm siding with the bulls. okay, much more "mad money" ahead including a company that works with the like of southwest air, jpmorgan, google, charles schwab and pfizer. is it time to consider tableau

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okay, what the heck. really, what the heck just happened to the stock of tableau software last week tableau is a data analytics powerhouse and made a big move to push towards subscriptions. i'm recommending it since it traded at $60, since then it's more than troubled trading as high as 127 as of today. tableau is one of the few growth stocks that rallied during the fourth quarter and as the new year began, it lost 7% of its value in a single session flowing from 132 to 123? what went wrong? they delivered a night top and bottom line beat and maintained full year forecast but wall street seemed confused about management's guidance. complicating accounting issues so are we getting a buyable

pullback or one that's been repealed based on a misunderstanding for cause for concern. >> 'he check in with adam selipsky, president and ceo of tableau software to get a better read on his company's prospects. mr. selipsky, welcome back to "mad money." >> thanks, jim it's great to be back with you again. >> i looked at the quarter maybe i two years of accounting and said they are just crushing it they are switching to a subscription business that is a little bit difficult to understand, but i look at some of these -- the annual recurring revenues that you've got, these gigantic number of new million dollar subscription, isn't that the best way to evaluate how you're doing >> i think just looking at the ongoing customer momentum and the momentum that we're building as a business is by far the best way. that's how i think about the business and kind of let the markets take care of themselves. as you mentioned we've got well over an $800 million annual recurring revenue line item now and most importantly we have a

ton of really interesting exciteds cutting-edge customers with big and small kind of changing their organizations with tableau >> well, one of the things i thought that was pretty incredible is a new product you literally just introduced that answers a lot of questions people have that don't understand how to code or figure out how to even ask their data and it's called ask data i think that this sounds very empowering for people who didn't necessarily get a computer science degree >> that's exactly right. today is an exciting day and launched the newest version of tableau this morning with data preparation capabilities, new mobile environments, integration with powerpoint and as you said ask data which is a new natural language processing capability in tableau it basically lets you ask completely natural questions in human language like how are my sales last week and tableau gives you back a complete tableau visualization of the answer it's got really smart algorithms

that translate bookings or sales and revenue all into the same concept and we think it's really going to be adramatic step forward in terms of making it easier for people to work with data we think it's the type of technology that over time can enable millions or even tens of millions of people to work with data without being data scientists >> that's a good example you have a couple of really fabulous clients, i was going to talk about one that has millions of pieces of data that has to run on time in order to make it so people love their product and that's southwest air i interviewed gary kelly every single quarter and know he has got the leanest ship he uses your program so i thought you could tell us how southwest airlines benefits from tableau. >> well, we're really excited to be partnering with southwest there are thousands of people at southwest across -- over 35 different departments using tableau. one of the most exciting

applications is their on time performance tracker. so it used to take them days to assemble all of this on time data performance across maybe 100 different data sources and now they have a near realtime tracker which updates every 15 minutes which people across the company including senior management can use to understand their on time performance and for a customer of a focused airline like southwest you can only imagine how important that. >> the record depends upon it. another, we're very close to a lot of drug companies that have so many different moving pieces of data in order to be able to figure out whether their trials are working a great company pfizer that's probably the most blue chip account you can get so what's pfizer doing with tableau? >> we have a very close partnership with pfizer, in fact, they're actually on stage in our keynote presentation at tableau conference this past october so there are over 25,000 people at pfizer now who are

using tableau. you can only imagine across a whole variety of politics but i'm really excited about how they're using tableau in clinical trials and to actually improve patient outcomes and to change treatment plans by doing massive analysis using tableau it's just a really empowering and important use case that we focus on together. >> just so everybody understands the language because i think this dovetails on a conference call you said something terrific you said what you do is you take needlessly complex tanks and you make them into simple and visual processes. i think that really for those who never used your product really is just a really great way to look at what you do >> well, i think more and more we're trying to lower the barriers to using data we think that every decision that every knowledge worker in the world makes should be a data driven decision and that's going to be a work in process. that's a vision. we'll get there in time but

starting to enter the age of ubiquity where tens of millions or more of knowledge workers will use data every day as part of their normal work life. so technologies like ask data we think can be fundamental because for the first time instead of asking people to come to the software, we're bringing the software to the way the people already think today. we think that's a very different paradigm than how to use analytic software and excited about it. >> either you guys are totally on fire or didn't get much of a chance to buy the stock because people didn't understand you're crushing it this man has reinvented the company. president and ceo oftableau software thank you so much. stick with cramer. at&t provides edge-to-edge intelligence, covering virtually every part of your healthcare business.

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>> announcer: "lightning round" is sponsored by td ameritrade. it is time, it's time for "the lightning round." >> buy, buy, buy. >> sell, sell, sell. then "the lightning round" is over are you ready, skee-daddy? time for "the lightning round. i'll start with ramon in california

ramon. >> caller: boo-yah, jim. i'm from california. back in the days, jim, i would start with a proud mix and i want to hank you for what you do hard earned savings growth i would like to ask you to be a member and my question is on fitbit. >> fit bit is better in terms of health but the apple watch is king and while fitbit can sneak back, you know, own apple, don't trade. nice new watches on my twitter feed lycee in california. >> caller: it's lycee. i was wondering about maderna.

>> i was quite impressed i this it i think it is a winner teresa in new york teresa >> caller: boo-yah, jim. how are you? >> i am good these s how about you? >> caller: good. >> all right >> caller: i'm from new york city and got a question about marijuana stocks >> cannabis. i call them pot stocks go ahead. >> caller: okay, turay. >> it's okay >> our ofavorite is cronos as on of two what's up in minneapolis. >> caller: enjoyed your super

bowl trip. what is your thoughts on xdxl? >> we recognize it's speculative. exelixis >> ernesto in new york >> caller: hello, jim cramer i'm from the bronx i'm good the failure of the world and the stock down more than 85% from its high is this a good buy opportunity? shouldn't they be able to send one of their satellites with arms to help their satellite or is this stock junk >> what was the stock? i'm sorry. >> caller: max r technology. >> way too speculative i'm going to have to say -- >> don't buy, don't buy. >> james in utah james. >> caller: boo-yah, mr. cramer. >> boo-yah

i hope everyone finds a career as satisfying as yours is to you. >> you're very kind. i have to admit. i do i have to admit that i do. what's up? >> caller: okay, in light of this battle against plastic straws and fast food packaging and the dividend, what do you think of international paper >> you know what i think -- i wish they were a play on paper straws i made the same mistake with west rock. they're a play on worldwide growth so we'll stay away from ip and that, ladies and gentlemen, is the conclusion of "the lightning round." >> announcer: "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.

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eureka, last saturday u reek ya moment, alters the way you see the world. that's how i felt when i intervi interviewed chief operating officer harvey finklestein it's not just a software company. it's become the way for anyone to sell their own merchandise online harley gave the example of michael jordan who could have told his own shoe. nike distribution is terrific but not everybody is michael jordan what i care about are the clients of shopify who never would have been able to rent a brick and mortar store

see, for every kyle liriano jenner who builds a billion dollar brand power, i think there are thousands who are working to fulfill their own dreams, dreams that never would have gotten anywhere before shopify launched its program maybe you have an idea, sustainable product, maybe about real people but can't get it into a department store, maybe it's too small maybe they don't want to take the whole order because they need bigger orders in the old days that was it. forget bit but now those dreams don't die because you can use shopify as your distribution network. even better because shopify has all the data on how your product is sell, they can offer you loans and give you the working capital to ex-tanpand >> it reminds me of square we use caviar which is a terrific delivery system if you use square's point of sale system, we don't but if you do they too will offer you loans

as you know what your cash flow is like. a wonderful thing if you're running a restaurant and thinly capitalized and get two weekends of snowstorms, that can obliterate cash. they'll give it in advance and a tough industry where a huge number of operators go under every day square is saving restaurants from going out of business i like wix.com as a platform my wife lisa used it i couldn't believe how good that website looks. it is the longshoreman is spectacular. obviously you're using adobe tools you can design pretty much anything too but plenty of artists are working to help you build it who else salesforce.com, they've empowered thousands to learn how to code and develop fabulous businesses through its trail head program i talk with dozens of budding entrepreneurs who started six and even seven-figure enterpr e enterprises at their kitchen table.

tul actual twilio helps you communicate. push the specialists right to their quell phones this kind of thing could be huge finally there's etsy for handcrafted goods that turned countless people into entrepreneurs. my daughter knows i like cuff links. you don't want to buy cuff links from mass merchants. go to etsy you see the hand crafted nature. so terrific. you won't believe the amazing hand crafted valentine's day presents you can get that show you care more than if you just went to the mall put it all together and these technology companies are doing incredible things to empower small businesses i want to keep coming back to this because i'm betting the stocks i just mentioned may be worth more than i think especially shopify and, hey, if you run a small business tell me about the companies helping to empower you. go to twitter @jimcramer and let

me know. let's do this together stick with cramer. ♪ ♪ our new, hot, fresh breakfast will get you the readiest. (buzzer sound) holiday inn express. be the readiest.

so excited chuck robbins on squawk on the street he smoked it that's a right cisco just a monster good quarter. i can't wait to speak to him i like to say there's a bull market and i promise to find it for you. i'll see you tomorrow.

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