is the metric term that's what people don't understand you say levers if you want leverage in the market, check out gearing, check out tlt. that ratio hit levels we have not seen until december. >> all right that 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 not let you lose a lot of money here my job is not just to entertain, you, but educate you, so dial 800-743-cnbc >> trade talks with china are

erupting higher. they sold it dramatically and the dow is down 207 points and the nasdaq losing .23% although all these industries were down much, much more intraday, particularly the nasdaq and the reminder that stocks remain fragile and it's not capable of once, as is the case and therefore it's almost entirely machine driven. why do you think it's machines doing the selling? because the action today had nothing to do the right price or the best price the machines just went out and not price sensitive at all that's the opposite of what actual humans do when they ignore orders to get better than the average price at the end of the day. that's what you are really shooting for this cuts both ways. i know that. sometimes stocks are hire because the machines don't care about price, but whether we're on the way up or the way down, this approach is obtuse. if it were actual humans doing

the selling they would instruct the brokers to have buyers first. they'd let the bids build so the stock goes higher without them and that's not what happened midday instead, they have mobile sellers that didn't give it a second thought which was a classic sign that these decisions are being made by algorithms and not by people and don't get me wrong in friday night's game plan i warn you to expect turbulence this week out of the jobs data remember that report comes out friday i don't object to the fact that it went down today and a lot of people said no i don't mind one bit i object to how it went down with the vicious loss that freaks people out and calls into question once again whether this asset class is even worth owning >> the house of pain can it be trusted? what makes it so certain that it's simple. the massive, relentless selling. >> sell, sell, sell! >> getting both the averages a

little afternoon, and the selling that let up the moment that had some sort of magical level and the s&p 500 and the dow and the nasdaq and i thought it was dow down 400 with the magic level. so what caused the decline honestly, this is going to sound absurd, but it will be honest. we don't know. we haven't got a clue why hedge funds were the right ones and the high-flying growth stocks and it's outlying motivations. >> it's just guesses and anybody who tells you this is what they were doing they don't know that's why i want to walk you through some potential explanations here and potential for reasons why someone might decide to sell this aggressively without any thought, any guidance or, frankly, any brain. first and most obvious, maybe a bunch of investors are simply selling the news or more accurately they're trying to sell ahead of the people they expect to sell on the news of the trade deal with china, yet that is the

derivative so when we hear that we might be on the cusp of a deal this morning, well, some of these algorithms might have hit some levels and some of these money managers said let's get out. does this make any sense there's always the possibility of negotiations are down and it could pretty much occur any minute now if you think this is a sell the newsworthy, vent, then this might be the perfect time to sell especially since you never know what you'll get from the trump white house. when it comes to china, it will turn into a bad idea remember, the market melted down in the fourth quarter on a one-two punch on the more hawkish federal reserve followed by mike pence's bellicose speech about the need to contain china. he made it sound like more of a trade car and more like the cold war. >> when jay powell changed his view two months ago repudiating his plan for a series of rate hikes the market took off. if we get a deal where china allows our companies to do more

with the people's republic without the need to join outrageous joint ventures with companies that steal, and they'll be additive to earnings and raising numbers. we've -- why wouldn't we pay more for the stocks of american companies with chinese exposure? it makes no sense to me. sure they've run in ans anticipation, and why should we sell a stock like that of american express admit it might be finally able to break into the 8 billion credit card chinese market why should we sell the stock of united technology which might see a dramatic uptick in elevators. there are a dozen of stocks that want to make a new fed, and of course, if there's no deal then today's sellers may end up with the impression and i don't think the averages reflect an imminent end of the trade war here. what else might have caused today's decline? maybe the sellers are reacting

to how far stocks have run now that the s&p has failed to break out above the 2800 level after four attempts, four failed attempts, four tops. not a singing group. the money managers who watch the charts there is a good reason to get out and the issue of valuation. did you know when the averages were in free fall there were some stocks that barely got dinged namely the aa fang stocks because they now have become much cheaper than the cloud stocks facebook, amazon, apple, amazon, google and netflix the whole group ended up rallying and apple trades at 15 times this year's averages and facebook trades 22 times next year's earnings estimate, and 100 billion in cash here in short, they've become cheap on valuation high-quality stocks were price to earnings multiples managed to hang in there today same with high growth non-cloud, nonsemiconductor stocks. get a load of this did you know apple is up almost

a dollar apple is up nearly five bucks. facebook more than $5. amazon, i know that's expensive, and up 24 and change the high-flying kings, they got slammed. these companies don't have much margin for error their stocks are run so much that wall street will punish them for anything less than perfection and that's what happened when work day reported just last week i thought the quarter was very good if the stock still got an island and same with sales force tonight. stay tuned we will speak with the co-ceo of salesforce.com yep. value stocks seemed to be well and high-flying cloud stocks look precarious. >> they're the host so you can take down the whole group. >> the crowd companies tended not to have much in the way of earnings which creates a situation where shareholders are spooked and they have nothing to fight back on and yes, there are plenty of hedge fund managers that owned the cloud name simply

because they were going up with no regard for what the underlying companies actually do the final potential culprit was the market was sold, it was on a rally for owe many straight weeks that fund managers say enough is enough i am due for a pullback and we have to get ahead of it. there are smart people who don't want to get caught holding the bag if you're a big move the semis and the cloud kings and i think you'd be nuts not to take something, anything off the table here those hedge fund managers know that nobody ever got hurt taking a profit, something i preach to nightly and maybe the vastness of stocks, and i can't pretend to do that either. so what do you do? here's the bottom line these pullbacks typically last more than a day and i think the sellers will return, and be patient. be ready to pounce when the machines take over again and drag the averages down to

unsustainably low levels in a heartbeat like we saw this afternoon and their indiscriminate selling can give you an excellent entry point as it always has as long as you don't jump the gun and are in longer term in your perspective to earning the stocks of fantastic, fast-growing companies. glen in indiana. glen >> jim, i want to thank you for what you do for us gamers. >> you'reterrific. thank you. >> with the price of copper that moved up and the trade deal with china, i was wondering what you thought about freeport-mcmoran. >> i am balance oriented i know it's creeping up and i get that and i see high-quality companies with great balance sheets that are coming down and they're tech or levered to industrials with china and they're a better buy let's go to philip in my home state of pennsylvania. philip >> hi, cramer.

big boo-yah from the steel city of pittsburgh. >> great teams what's up? >> my question is on big lots and it's coming off a high of $40 in december and an earnings reports from friday with the projected eps of 3.3. >> is it a buy >> however, that has not prevented these retailers that are out of favor to come down. there was a big downgrade i saw last week, and i would prefer not to play the guessing game ahead of earnings here all right. i think selling the news in this particular case is not going to play out for you, but stocks are fragile and i don't think this will end in one day. more selling ahead before you need to buy. on "mad money" tonight is the force still with sales force as i just went over i'll sit down with the ceo fresh off that report and i'm evaluating a couple of newly minted ipos, ten cent music to see if the early gains were a flash in the pan and it's a

stock that was 118, but could today's drop in alterix be a buying opportunity or a red flag oh, that's great i've got the ceo so stay tuned don't miss a second of "mad money. follow @jimcramer on twitter have a question? tweet cramer #madtweets send jim an e-mail to madmoney@cnbc.com or give us a call at 800-743-cnbc miss something head to madmoney.cnbc.com. this is your invitation to exhilaration. this is the invitation to lexus sales event. lease the 2019 is 300 for $329 a month for 36 months. now thru march 31st.

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♪ oh, man, was this an ugly day for the cloud-based software stocks, the kings. since the december lows these highfliers are now getting pounded. why? because at a certain point stocks reach a level where they're priced for perfection and anything less than that results in selling take sales force, crm, the embodiment of the cloud, the stock closed down six bucks and part of the overall sell-off and sales force reported a strong quarter at the close and the

stock got hit and got hit pretty heavily as far as trading and this was a really good quarter, people a top and bottom line beat with management raising the full-year guidance, however, it wasn't perfect and the sales force guidance and the next quarter was a bit weaker than expected and given how much the stock was running into the numbers and anything less than perfection was going to be viewed negatively, but if history is any guide, any guide at all this week may turn out to be a buying opportunity. let's take a look at the founder and chairman of sales force with more about his quarter, his company and the prospects. mr. bennett, welcome back to "mad money". >> jim, thank you very much for having me and hello from san francisco. >> let's get to it mark, i've known you for years and i know that when i see the stock go down like this every sickle ti single time it's been a buying opportunity. people were saying you missed the april quarter profit forecasts and that therefore people should sell it. i will take the full year and i

can't believe that anyone reached that conclusion. am i wrong or are the sellers right? >> well, we're only giving first quarter guidance for the first time right now, jim so we haven't missed numbers and number two, we're raising our full-year fiscal guidance to 16,050,000 and that's amazing and that's never been a faster enterprise company at this level. >> so let's try to figure out whether there is some gravitas to what you're predicting or not. you're looking at a full year. should we really decide that there was -- that you are concerned? is there going to be weaks than yo that your colleagues have indicated to you that there is a flag in the pipeline and you have to flag it. >> jim, we just had a fantastic fourth quarter and we're taking a look at those numbers right now and you can see them in front of you it was an amazing quarter. in fact, we beat our revenue estimates quite handily and part of that when you mentioned keith

block he closed the largest transaction in our history and the largest transaction ever in barclays history it was a deep, nine-digit transaction to help automate their 50 million customers it really goes to show how the three major trends computing today, the cloud, broad digital transformation and a focus on the customer can really impact our company by a huge deal and also, you know, the support of huge transformation at barclays. >> okay, mark, i'm not hearing you say and i'm sure because you've been on the show forever, you could say, listen, there are macro forces that are causing me to be less bullish and there are some issues and competitors that are making me feel less bullish. i'm not hearing that >> no, jim i feel great about our business and i've always felt great about it and we're coming up on our 20-year anniversary this friday and they have been 20 years that are unbelievable to us and here we are coming up on the year that will be 16 billion in

revenue and that far exceeds my expectation. i still have never been more excited about sales force than i am right now, and when i look at the short term, you know, i see 20 billion right around the corner i see 30 billion right around the corner in fact, we initiated a four-year guidance today, jim, of 26 to 28 billion. >> that's never been done by anybody at that speed. >> no, it has not, jim >> and i'll tell you another example. >> all right >> you can look at a great deal that we did this quarter with amgen. you know, a tremendous bio technology company and again, this is a company that's really expanding with our health cloud. this is our vertical strategy, to build products specifically for certain industries and in this case our health cloud will help amgen connect with their customers in a whole new way >> mark, this is really important because i take aim which is a migraine drug and right now lilly is a competitor and lilly is good at dealing with the competitor.

everybody goes for mckesson which is not at good will they appeal to the consumer director because that would blunt what competitor lilly has. >> jim, you know that this is true that every b to b company and a b to c company is bexhag a b to b to c company. not just amgen, but everybody. you could be a traditional industrial company and we've talked about that before who is selling to b to b resellers and you have to be ready in this digital revolution to be able to connect directly to your consumer as well and that's a major trend that we've benefited from as well and it's certainly something driving that relationship with amgen, as well. >> so i'm in milan and i go to the milan fashion week and there's a sell-off with cuccinelli this is the highest fashion in the world. why does he need sales force, marc >> i am so glad you had a good trip to italy, jim the sales force customers which

was exciting and you're right, you saw brunello cuccinelli, one of the great fashion brands in the ford and we've transformed brunello cuccinelli because he touches the customer in many different forms and let's talk about that one, yes, he has a direct b to c relationship, right? he's online with them. we run his website, brunellocuccinelli.com and you go into his stores and that's a direct consumer connection and you know it was also a b to b company also, jim? that's because he is selling the resellers reselling his products at some of the big retail stores around the world he's a b to b and a b to c company and we have to bring him together and give him a single view of his customer that's the transformation he has to go through and how he's gone through and that's how he's had such growth. we're so excited for him. >> why does google need you? google, they're geniuses. >> google is one of the highest

cut offers and and you know that, with a lot of different businesses that sell to customers all over the world it's not just the search company and not just the cloud company, it's many companies and they need tools to be able to bring their customer information together in a consistent way they have to be able to do it easily and they have to do it in a low cost that's why sales force has been so successful for google and that's really exciting for us, but i've got to go back to italy, jim, because another great example isn't just brunello cuccinelli. what about lamborghini i heard you went there, too. >> we test drove a lamborghini, and they did that because they apparently liked to be touched by a company. >> am borg inneh was a b to b type company and they're selling to their dealers are not even owned by lamborghini, but now they have to connect with their customer in real team and that's

a new b to c, and that's why the new aris you saw, is built entirely on salesforce that's a vision can the car companies of the futures that they can directly connect with you and not just the dealer and that's the b to b or b to c transform that we're talking about. >> it's causing husband to be pitted against wife. it's a beautiful car >> we already know how that's going to work out, jim >> you should do that for your wife she does a lot for you >> true. true >> yes, true >> ciao, jim see you next quarter >> that's marc benioff, co-sales of salesforce crm. and it will go down. you buy it "mad money" is back after the break.

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♪ ♪ they're finally pulling back. >> sell, sell, sell! >> after a phenomenal rally. >> buy, buy, buy, buy, buy >> something i warned you about in last friday's game plan, what are we supposed to do with the previously red hot stocks that are getting slammed today? i highlighted three recent ipos that seemed to flop because of poor timing. it's coming public during the fourth quarter bear market, and i told you they were worth buying and i stuck my neck out and i was afraid like everybody else, but it didn't happen >> and that's a make or camping supplies like coolers. i don't know why i used the products and there was moderna, a biotech unicorn with the health care conference

widely hailed as the chinese version of spotify each of these stocks nosedived right out of the gate to the point where they became too cheap to ignore. i recommended yeti in november and ten-cent music for speculation in december and they had terrific games and moderna is up 10% and it's up 34% and however yeti and moderna both got eviscerated and part of the sell-off and ten cent music lost a few pennies and i'm doing this piece so you don't, but ialso know you don't want to be greedy is this a sign that you need to ring the register or should you buy the dips i think that's the question that's on everybody's mind tonight. so let's take them one by one, starting with yeti holdings. this say fast-growing company that makes high performance outdoor gear especially coolers, think bottles, mug, tumblers which i love everything that you need if you don't want to drink straight from the source when you go

camping. yeti became public in the end of october and the stock stumbled out of the gate. it was worth picking up $17 and change, and i warned you it might be a bumpy ride because the market was so instable sure enough, yeti plunged to $12.40, the december lows on no real news. since then the stock's come roaring back and surging up to $23 and change that's up more than 90% from its lows even after today's shellacking. what's driving this story? good number, that's what's driving it you see good numbers driving the story, it has some staying power. in early january, yeti announced some fantastic fourth quarter announcement and the stock got a nice pop, and investors still seemed skeptical and when the company reported the quarterly results the numbers were even better than led to believe and to top it off, yeti gave excellent full-year guidance and that was going direct to consumer business and the stock jumped more than 17% on the news

and the darn thing continued to charge higher until today's big reversal where they shot a lot of winners like a yeti so what do you do with yeti up here even after today's reversal the stocks still up dramatically from where it was trading when i gave it my endorsement november then again, yeti's business is also in much better shape than we thought it was. the company got four major initiatives and they had new customers, expanded product and had the direct to consumer business which was up an astounding 75% in the last quarter. i think yeti's plan is working and i think the stock is pretty darn cheap and selling for 19 times next year's earnings estimate which is is a very attractive valuation for a profitable company growing at 19% revenue growth that's what we're looking for. however, get this, this is something that you have to put in your calendar yeti's lockup on insider sales expires in a little more than six weeks on april 23rd, my late

mom's birthday, and that tends to put an additional pressure on the stock and proceed with caution for this brief window, okay as much as we believe in this business it can take a lot more punishment when it comes to an end, and i think you might get a better chance and buy it in stages and if you own yeti, listen, it's not too late to raise the register in part of these position in these levels you've still got some enormous gains and nobody ever got hurt taking a profit. okay, next is a really hard story to understand and i've spent a lot of time with management and i found it difficult and i'm sure you do, too. called moderna and the early stage biotech that has come public in early december on december 10th, it was worth considering for speculation and you had to be prepared for more weakness at the same time the stock was at $18.50 come down, right i'm sorry. $18.80 it plunged to $18 the day after

christmas when so many other stocks were higher and you peak at 24 about a week ago this one is an interesting concept. moderna's technology makes you modify the messenger and the biological equivalent of middle management and when we program the cells in your body you make all sorts of different proteins and they have ten clinical trials going treating issues from cancer to rare genetic disorders. the lead drug helps produce blood flow to the heart caused by a blocked artery. rather than unclogging the artery with surgery, this was amazing to me. moderna can charge your body's ability to create new blood vessels to get around the blockage, but it would be at least two years before the fda is eligible to go in front of the fda and that means the stock is risky between now and when that happens moderna generated major buzz when it was presented at the j.p. morgan health care

conference we learn about a collaboration with merck on a personalized cancer vaccine and couldn't be better than that and the company told us they had $1.7 billion in cash which makes this a very well funded early stage biotech and it started to phase one clinical trial which could have a ton of uses treating rare, so-called orphan diseases and while moderna has positive catalysts in the form of research data and it offers you very little protection if the market turn against it like we saw today there are no earnings here and no product sales only some milestone payments from the research partners i think this is a fabulous long-term story and short term it could get clobbered and something to keep in mind when moderna reports on wednesday morning. so you might want to be patient about buying this one. moderna looks a lot like the biotech companies that have been getting gobbled up of late big pharma needs a pipe. maybe you don't need to be too patient. >> last, but not least one that

had the symbol tma and spotify that's better than the real spotify. i recommended the stock at 1351 and now it's up 34 from those levels and they held up much better than the others and .6% and remember, it's in china and the chinese stock market has been red hot even though i'm normally skeptical of chinese companies, ten-cent music is a profitable company with amazing 84% revenue growth and the endorsement of spotify itself which owns 9% of the business not only do they have a terrific subscription business, the company's got a ton of exposure to china's booming micropayment and that's what we highlighted when we recommended it ten cent music's been buoyed by positive analyst covers and it's gotten a major boost from the chinese stock market and the shanghai composite is up an astounding 21% of the year in anticipation of an end to the trade war. remember i told you, they need

it more than we do it's in two weeks and i expect strong results however, the stock has been a horse here and it pulled back today and i don't blame anyone who wants to ring the register at least on some at these levels and i still like the story and the risk reward is a lot less favorable than it was just two months ago look at that chart come on. bottom line. when you're dealing with newly minted ipos and the early gains can often turn out to be fleeting so if you bought some yeti, moderna or tencent music on my recommendation you got my blessing at this moment to take something off the table here and if you want to buy them i think you can get a better entry point if you're patient than the newfound difficulties that are now plaguing this market let's go to phil in california, please phil >> hey, coach cramer >> what's up >> first i want to thank you your investment tips over the years helped my wife and i buy our house in the bay area. >> yeah!

>> thank you so much >> thank you see? that's why we do the show. this is why we do the show what this gentleman said. how can i help >> my question is on previous advice about how levi is going public and will affect pvh and how that will affect tech stocks and one of my new investments is new relic and during the earnings call investors talked about the competitor how does a company like this going public affect the stock and should i buy, sell or hold should another performance monitoring tool come into the market >> i want you to hold it and i think that loose earningsis doing a remarkable job and he's got a lot of customers locked up and selling the stock here -- look, could that stock go down sure, any stock can go down, but do i believe in it long term without question if you bought yeti, modern on or tencent music feel free to take something off the table. more "mad money" ahead and it's

a company managing the deluge of data and has had a monster energy over the past two months. could today's decline signal a kind of buy? what's the hottest trend in retail it cannot be fashion i'll take a close look at the companies making moves in the space and all your calls in rapid fire in tonight's edition of "the lightning round" so stay with cramer.

on a brutal day for the market where the cloud-based enterprise software stocks sold off dramatically i have to wonder if we're beginning getting the pullback i've been waiting for for so long from one of the hottest groups around take an analytic play that you've heard me talk about and they harness their treasure troves of digital information. aleryx, and we spoke to the ceo december 2017, $24 bucks last week the company reported a blowout quarter and the stock surged 79 bucks! since then alteryx pulled back and with a five-point walloping and they have long-term gains here and i think this is a

high-quality company and it's tough to know where these cloud stocks will bottom when they go out of style in the wall street fashion show so let's check out dean stocker, the co-founder, chairman and ceo of alteryx to where it's going welcome back to "mad money." have a seat. it's going to follow you and i'm asking you to do the impossible. how do you have growth of 55% -- well, 57 at the level you are? because i don't think people can know how you put this execution up >> across the 800 great associates around the world. a lot of it has to do with exploding science for data science and analytic, jim. we're seeing citizen data scientists, those locked out of the ablittic process are no you getting involved in every vertical, in every use case in almost every country.

>> it's interesting because i was going to ask you, you have a multigaming company. you have abu dhabi, a bunch of middle east clients. it seems like everyone is broken up here with the data and they have to figure out or die? >> data is the new loyal and i think people arefinally waking up to this it's amazing that this platform is sold the same way to banks to do derivatives modelling and price equity research and it's being used by, retailers to do omni channel analytics and it's being used by nfl teams to do on-field player analytics and people like dallas cowboys and the green bay packers. >> is this in combination with zebra? who are they getting the data from >> they were getting the data from lots of sources and both things in the stadium and around the stadium doing social sentiment, during games and analyzing the stadium and season ticket holders and analytics has

become very mainstream and digital transformation in large companies is top of mind for the c suite. >> so you have clients like cisco and dell and they're sophisticated enough why do they need alteryx >> that's a great point. what they figured out, the data science pipeline that's being built is very, very unique and it's a very hard challenge to find the data to merge the data and create a pipeline, and to share it with people, and they landed with the high-tech companies and the drop box and oracle and the sales force is with tableau for that matter >> aren't you a competitor and partner of tableau >> not competitors at all and the descriptive analytics and

tif they're going to need visualization and they'll need pipelines to deploy machine learning algorithms without writing code >> we know how writing code, not everybody knows how to write code, but you have to have people who know how to massable t massage data so to speak i have to find out where you fit in the stack, but we've been talking with splunk and we've been talking about let's use the examel and they are people that have been on the show and i'm thinking where do you sit within their organization because it seems like you're either -- you're after everybody, and the enterprise. we're in the middle of the stack. and any of the persistence later and big data, little data, structured, unstructured and in

the cloud or on the ground and it can be coming from sources from new relic or splunk, oracle or hello and we don't care about the consumption layer at the top of the stack it could be any consumption layer. it could be visualization and it could be machine learning algorithms and being with the sales force and we make it drop dead easy anywhere on earth. >> that's a tricky one >> health care is trick ny in general and you have all kind of hipaa rules and regulations and we're doing amazing work and we're doing a vertical team in health care last year and we're doing everything from predicting the re-entry of patients into er to try and bend the cost curve for health care. we're doing genome sequencing and doing clinical trials and we're helping companies get reimbursed on medicare so it's really exciting, this

opportunity to leverage the data that people have to eke out the $10 to $15 trillion in value in analyzed data. >> you base are impressive and i want to congratulate you for what you built in a very short period of time you've gotten to very high levels and the chairman and ceo of alteryx when the smoke clears this is one that will rally back harder. back after the break duncan just protected his family

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at letsmakeaplan.org. ♪ ♪ it is time -- it's time for the lightning round. [ indiscernible >> buy, buy, buy, buy! is and then the lightning round is over, are you ready, skee-daddy it's time for the lightning round and we'll start with joseph from pennsylvania, joseph >> boo-yah, i'm from your neck of the woods in windmore hey, what do you think of irm, iron mountain and 6.8 dividend yield. >> it's come down enough where i think the yield is worth looking for 6.8% i'm going to say yes to that purchase and i've been staying

away let's go to jack in new jersey jack >> hey, jim, how are you doing buddy? >> i'm doing well. >> i have a stock for you here, aqi inc. >> on-line gaming in china and that was down by the government and i'm blessing nvidia here i don't think that nvidia will be able to go that much more down if you've been holding at this level for some time >> daniel in florida, daniel >> hey, dr. cramer >> yo! >> i love your show. i love "mad money kwot "a" and o for all you do and first-time investor >> thank you >> my stock today is amc >> this is one of the few stocks that actually held in and did not go down on a high-growth day and that does worry me i think the better level is coming to be able to buy that stock. why don't we go to paul in connecticut? paul >> boo-yah, mr. cramer. >> boo-yah >> thank you my question is on cypress

semiconductor and i bought it a while ago and i want to know if it's undervalued >> and it is an expensive stock and the group will be reconsolidated and now that china will give us the green light i want you to buy cypress or if you own it, certainly keep it >> george! >> how are you >> i am good, how are you? >> not too bad i have about a 15-year time horizon. >> okay. >> i've been holding aluminum and last thursday between thursday -- wednesday and thursday of last week they dropped 8%. >> right >> and because -- because of you i picked some up on friday morning and then it popped up 3.5% and it was back today anyway, what i wonder side so i think for them they're trying to trade and the prices of aluminum >> let me just give you the real skinny here's the problem there you need more wide growth to pick up or people won't pick up

and no different from alcoa and no difference from u.s. steel and only nucor will trump worldwide core you need to watch freeport, and it will be a good tell of what will happen with your stock. >> let's go to richard in new york richard! >> i have a richard, and i have to put it on the set what's going on? >> i bought into apua per gas at 35 and it's just down now. i was wondering do you think i should hold on and collect when it goes back up. >> when you get a 14% yield i think you have to accept the fact that someone feels they're going to cut the dividend and the distribution and this group is very hard and i need you to steer yourself and i can't be open because i haven't liked a per gas for at least, i don't know two years because i don't like that stagment market, and that, ladies and gentlemen, is the conclusion of the -- well, almost -- almost, almost -- >> richard

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♪ ♪ retail is not just about fashion anymore. it's not what's hot and that's my takeaway so far from this earnings season. in the old days we'd simply try to figure out what was hot

denim and crewnecks or it's not, cashmere or sweaters when you look at what's working here it's all about influencers, purpose-driven brands and it's a distribution customer engagement and it's not merely what's hot versus what's not. it's whose stuff is sustainable versus whose stuff is ahead, and who is using the web effectively? who is being left behind by the omni channel and particularly those who say you know what? i have bioonline and pickup. i don't need to do anymore just consider the retail winners and let's start with vf corp, a company i like a great deal and i like it more when the company spins off the lee and wrangler jeans business as a separate company called contour why? because vf corp owns one of the hottest brands around and they have the 27% growth rate that's huge. meanwhile, there are other big brand northface is ramping back to 16% quote after a tough period when vf corp talks about why

it's doing well, you'd think they'd talk about how they're seeing success in certain retailers or certain styles, on the conference call management repeatedly cited purpose-led performance and trying to improve people's lives the company talks about how it powers, quote, a movement of sustainability and active lifestyles for the betterment of people and our planet. it's why we come to work, end quote. i know this sounds like a bunch of buzz words, but in this environment, sustainability is what's in stock and you want to be decertified meaning the company carries the certification and think of it as the good, corporate citizen seal of approval and go google it if you know it. one of the more eye-opening statements of the conference call when they outline splitting the company into two and he's at athleisure has been decertified for more than a year yep. it's very important now, but it's not just the caring about

people, and it doesn't come cheap. when you look at retail they can't stop talking about direct to consumer and web strategies driven by social media influencers and their followers. michael kors was warming up to was very open about how it is for your brand to be hot as measured by influencers. i know their conference call is not so hot i know the company has been hurt by the decline in watches because of the apple watch, but i like capri prospects now that they have versace jimmy choo instagram belongs to facebook, but these companies don't seem to care at all about facebook's bad behavior and hey, the stock was up 5 bucks today and maybe it's dawning that instagram is on fire in the way to reach consumers and another important trend, the evolution of sneaker exchanges. with thousands of sneaker devotees, swap older, more obscure versions of nikes and

adidas, and these are new ones and maybe one of these days these are going to be collectibles a speaker, change owned by the brilliant dan gilbert and goat, g-o-a-t, the greatest of all time just invested $100 million into have become the hottest in the apparel universe i'm not trying to minimize the importance of fashion and you always have things in and out of style, but this time it's more than aesthetics and a whole generation of shoppers who care about sustainability and shoppers who much prefer to buy things online and the apparel companies that connect with these consumers are the ones that are now winning stick with cramer. [leaf blower]

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prevagen. healthier brain. better life. ♪ ♪ the sales force, i have to tell you, i believe in the stock and i believe in benioff, what more can i say there's always a bull market somewhere and i promise to find it just for you right here on "mad money." i'm jim cramer and i will see

you tomorrow maleannouncer: artis jackson has a chance for redemption. - let's go! my mother was on the very first season of "deal or no deal." she walked away with $5. - i see a familiar fate. - i took it too far in my game. - this is a different game. - this is a whole new game. - we breaking that curse today, baby. announcer: he's on a quest to reclaim his family's honor. - is it repeat? is it redemption? all: redemption! redemption! announcer: can he break the $5 curse? - this is kind of weird. you're kind of replaying your mom's game. - no! don't do it! don't do it! don't do it! - wait, wait, wait. announcer: or will history repeat itself? - what? what? what? [dramatic music]