>> guy. >> loved to have tonight's show. joe did a nice job last night but he is not you, and i'm just bringing that up because we have a few minutes. >> not really. >> symantec. >> "mad money" starts right now. my mission is simple -- to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere. 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 educate and teach you call me at 1-800-743-cnbc. or tweet me @jimcramer let's stop wondering and start figuring things out. after a day of the averages higher and then gave up their gains so if you started hearing a possible breakdown in the trade talks with china, dow ultimately dipping 27 points

nasdaq ticking up 0.12%. which was telling the truth? the fabulous rally started or the one that clobbered us in the afternoon? there is a sense the market's recent strength before today's second beatdown was based on a leap of faith and thus deserve to roll back the move. that could be off base the run had to do with a leap of taste. meaning money managers were buying the stocks of high quality companies because their stories are meatier than the average investor may realize even as they threw away other stocks to go higher as the session moved on into the late hours. so to give you some context, let's go over some of the hardest to believe winners here. and just why these stocks had the headwinds to surface but then let's address a real eye sore, the tough quarter from federal express. i can't wait to find out what really went on there you put it all together there is

a lot to like about this market. although it's obviously more fragile than we like and prone as much as ever to trade related swoons take amazon. when you pick up the front page and read the brother of jeff bezos' girlfriend sold him out for $200,000 it's natural to think how can he run this huge company and deal with this business the market doesn't care about jeff bezos' personal life. look at it like this we're about to get flooded with major ipos, lyft, uber, airbnb the hugh among goss engine that is amazon web services growing at a 47% clip. well, bezos runs the whole company and andy sails it will be a bigger driver than ever maybe that is what we should be thinking about it dominates the cloud infrastructure business.

the other one is microsoft it's still a distant second place. as we will recognize the value it's pushing amazon's stock higher not a line of faith. it's a leap of taste hence in almost $20 gain at one point up $37 you can't have it all. how about nvidia we got back into this one at charitable trust do we hope that video games are coming back or maybe cryptocurrency, minding turns. that's the two things that gutted the stock no, that's not why investors are buying back nvidia i think the crypto bubble is over for at least the inventory bubble no, we like it because ceo jensen wong is back in a huge keynote address today the founder and ceo of inindividually talked about so many good things including his decision to buy the israeli chipmaker in order to double down on the datacenter has the best he has all sorts of business we thought belonged to intel and will have the right graphic chips for the next generation

gaming that starts in 2020 put it together and have you a clear path for higher stock prices but you know what, let's give amd its due. unbelievable they got a huge deal with google for all new gaming edition that all the game remembers buzzing about. much more good news to come here too. lots more wins and that's why that stock went up an astounding 11.83% what's not to like these are the two thing, amd, nvidia amazon are the kinds of stories i'm telling you are not going to go away. leap of taste. not faith. now, there could be faith driving in the semiconductor plays. micron reports tomorrow and it might disappoint because rises continue to plummet and that's the core business but micron rallied another 2% today but let's go to the other side apple. until today that has been rallying on the hype of their new video service they're unveiling next week although it gave back some gains

what if the video service is a letdown like with micron i wish i could find boots on thegroun for their recent strength but i can't. call both micron and apple vulnerable until we hear that china's economy is turning around without a trade war something it took a step back today according to bloomberg as the chinese seemed to have cooled i think there's another important wrinkle. i'm betting president trump wants to leave the tariffs in place even with the deal until he's sure chinese will comply with the promises and i doubt that's all palatable health care has come alive leap of faith, taste huh-uh i think it is taste. lead story in "the new york times" today about health and i quote the headline, democrats split over health care at a key moment, end quote. the article explains there is an uncertainty supporting single payer disastrous for the insurance industry it's clear nancy pelosi favors more incremental change.

the votes aren't there for single payer that means unitedhealth group is headed to all-time highs and maybe cvs which brought aetna and seems an inopportune time. maybe cvs isn't as dumb as it looks. that stock could be very, very cheap. all right. retail is tough. well, we got enough mixed date it shouldn't have a big move i'm calling that a leap of faith. perhaps based on hope force a strong spring or some belief that lower interest rates there will be more home equity loans and more spending. don't know if that's in the cards. walmart and costco could be bought up and betting on a home depot comeback oil has been better until today when it you wered down with negative trade chatter and putting this in the leap of faith category i simply do not believe the price of crude could break out so i would sell everything except some of the majors exxon, chevron and bp

i think the second half of today's session would show a decline in the price of crude, made much more sense than the first half but then after the close, federal express, a company i consider to be the single best barometer citing weak worldwide trade. something that won't get better if brexit goes hard and the china talks fail i'm not saying the whole move up which took a pause today is justified. there are parts that make sense and parts that don't we know the market still cares that the federal reserve stays on hold which i expect to be the case a breakdown in the chinese trade talks is a real possibility and that does frighten the bulls i think they stay frightened until something happens. we today's whispered story of chinese intransigence was a negative for almost all stocks but the bottom line as long as we don't have to fight the fed and we have some hope of a deal with china, i think it's more about a leap of taste not a leap of faith that means we have some breathing room to stay long as

long as micron and apple don't disappoint and the dow beat numbers from fedex which once again we will hear more about later in the show. don't wait too heavily dan, in florida, dan. >> caller: boo-yah, cramer i'm a big fan. >> thank you. >> caller: i mostly wanted to call to thank you for teaching us that panic is not a strategy. so glad i didn't panic back in december >> oh, i'm so glad you didn't. too many people did. i had to -- i had my work cut out even on vacation telling people to buy into that post-christmas sell-off. what's going on. >> caller: stock i'm calling about is abbvie. will it go up. >> it's not some real problems when it comes to patents and have to take that capital and have to buy something. if they don't i think what will happen you will stay wallowing in this area down 12% for the year, wouldn't surprise me they need to buy someone gayle in florida gayle.

>> caller: hey, mr. jim cramer, boo-yah, skee-daddy. >> what's up >> caller: i want to thank you for all the hard work you to do for us people every day of our lives. >> thank you, gayle. >> caller: my stock is at&t. my question is after this merger with time warner is at&t doing better or is at&t just staying as was without them. >> i think it's running in place but tell you something when you have a 6.6% yield, i don't think it's jeopardy but do prefer at&t which will possibly hurt viacom and prefer verizon bill in texas. bill >> caller: hey, jim. bill in texas. >> okay. >> caller: i've been watching you since kudlow and cramer days and come to rely on you for the take on the market more than anything else and i do appreciate that. >> thank you

>> caller: i want your recommendation, a couple years ago i started buying into domino's >> sure. >> caller: and it grew nicely and then it's hit some volatility and i'm just confused why it's down so much and why -- >> to be honest -- thank you for the kind words it did catch an upgrade today. jpmorgan presented it as being a hold to a buy as they downgraded yum. here's my problem with domino's. it's misled us the last couple of quarters. in a show me mode. i don't want to you sell let's go to lane in arizona. lane >> caller: boo-yah, dr. cramer >> boo-yah >> caller: longtime listener i'm calling about thor industries, tho. >> totally penalty box we thought we had a strong stock there. millennials glamping whatever and thought we had a strong stock in camping word. both those stocks are reflecting a downturn in what i will regard

as being recreational vehicle appliances and demand and i don't think it's going to turn around any time soon but it has higher costs too so got a double whammy can't recommend the stock. we're in a leap of taste market. stick around as long as apple and micron don't let us down and fedex, doesn't hurt too much in tomorrow's session on "mad money" what the heck is happened with nutanix? the veries were rough for cruise line operateers in 2018. is norwegian cruise line picking up up 30% i have the exclusive and the ceo of fedex joins me for the first time tonight fresh off difficult earnings 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

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we got some work to do what the heck went wrong at k w nutan nutanix? it deals in the superfashion growing of hyper converged system which is the few year it has a cloud platform that combines all of your server manage the storage into a single package allowing clients to save money on cost while rolling out new technology more quickly and burning less heat. now you think this would be the enterprise that's working but when nutanix reported management's guidance was so tepid it lost a think of its value in a day talking about 360 to $370 million when wall street was expecting 430 million but the stock came down so dramatically it's been able to bounce hard coming from $33 all the way back to 39 tomorrow nutanix holds an important analyst day and they can turn things around we have to get a better sense so let's check with in george pandey, the co-founder and ceo of nutanix to learn thousand

they're doing and what the future holes welcome back to "mad money." good to see you. >> thank you, jim. >> have a seat right to work. i think tomorrow will be a very important day because i think that if you can put to rest some of the salesforce issues you had this could be one that bounces back not unlike palo alto did. >> absolutely, in fact, it's not just about communication but also about just taking a step and talking about what we did in the last two years, two years ago we said we would go after large customers and did a wonderful job. even though we had tepid guidance we talked about $47 million deals and, you know, 6, $5 million customers, $800 million customers so the point is when we set our mind to do something we do a pretty good job. what happened last year, there's a part in the business, if the margins start to go up you take

the marriagens and put it back in the business and get more new customers. we didn't do that last injure. >> some think we have a vigorous duopoly between you and -- it looked like that you spent a lot of money doing what, lead generation and pulled back why did you do it? the success was so huge. your company going into $3 billion faster than almost any other company. it was a formula to strong success and you seemed to deaf yacht. >> we went public and sometimes you try to optimize it sooner than you should. we're in a large market and i don't look at this as a zero sum growth there is a growth mind-set in a large market, quality of the bit matters and staying power. quality of the business being quality of product, quality of customer support, quality of customer base and staying power is about do you have enough in the bank and we have almost a billion dollars more than what

we have a year ago >> you had a very interesting conference call where you actually had customers speaking about why they liked nutanix i kept hearing that the service is so good that they identify with you. can you go over some of those success stories because people i think if they see a good analyst they'll say, listen, maybe it's already in the rearview mirror. >> in fact, that's the value of our business actually. we start way single workload five years ago it was about desktops, now it's about remote office branch office or oracle work loads and we've come a long distance in the last five years. our product has become 10x better because of the surface area of geographical presence and that's why i feel like it's not a real deonly. four years ago it was probably worth a zero dollar market and now it's worth more than $10 billion? when you say magic quadrant.

our viewers may not understand a great calling card. >> absolutely. in fact, everybody wants to look at something that's peer reviewed that's gone through a year of a process, talked to customers and we've just been this leader who is consistently shown promise in terms of both ability to execute and envision. >> how do we deal with deutch bake's comments from march 12th. they say based on our work we are concerned vmware and dell are taking share and the slope of fiscal year 20 may not match consensus expectations and prefer to be patient should they prefer to be patient or they should listen up tomorrow and feel differently >> that's the whole goal of tomorrow the fact that we set our mind to a new thing which is, you know, what let's put the flywheel back in the way things used to be and take the margins and put it back into the business to get new customers. vmware and dell are together but there's all these other vendors that are non-dell and looking for an operating system and i think we're good at that. >> what exactly does lead gen

mean you took it away your terrific cfo said we made a mistailing when you course correct how do you put more back in it? what does it mean. >> top of the funnel activity like looking at inputs there's only two inputs a business can put into the top of the funnel, dollars and dollars creating activities. >> right. >> then you go shape the rest of the funnel by having enablement of your sales force and qualifying, things and so on but that the core of this is imports and we actually started to optimize more because existing customers are cheaper to get more business out of. >> right, i think it's easy to have -- once have you that wallet -- at the same time you've been getting more customer wins, not like they've stopped coming in. it isn't like you're losing a lot of business to dell vmware. >> our dallas base net expansion is 121%.

>> is it hard to find good salespeople? it's pretty competitive out will. >> as the company grows, the ratio of missionaries to mercenaries starts to, you know, dilute and you got to get a lot of people and you got to train them and enable them and do this across 60 countries so it's an at scale problem we're learning to get better on. >> would it be good to have a similar partner to dell or be switzerland. >> this can only become bigger think of what cloud is today it's about billion dollar datacenters. we want to make cloud into software this happened to pc world. the world of apple and mac, microsoft came and said, look, pc is about software, it's about horizontal integration same with android. it went into ios and the markets became 10x larger. handsets more than apple

devices. cloud has to be like that, it has to be about software that runs in any and all location. >> it's going to be a big day. i was shocked you know i felt the duopoly intact business booming but you did i think explain it but tomorrow i think if you can put meat on the bones about what happened with that sales force and how you've already pivoted then i think the stock's reflection from 33 to 39 will continue. >> well, that's our hope as well. >> thank you so much that's dheerag pandey from nutanix. this is a huge and growing market i agree. i don't think it is one take all. i think it's duopoly "mad money" is back after the break. ♪

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pretty dire. sure, the cruise lines might be doing well now but sooner or later the industry would roll over, right? there's a ton of new capacity coming online and when those new ships start staling every company in the group will lose a tremendous amount of pricing power. that held back every stock in the cruise space it doesn't seem to be true and as they keep reporting excellent numbers stocks have made an incredible comeback. norwegian, the smallest of the major players the fastest growth and gave up phenomenal guidance for the next quarter the company entered 2019 with a record amount of bookings, record prices. bearish story couldn't have been more wrong which is why it's moved up more than 30% for 2019 and even up here, norwegian is signing nine times earn dagz -- don't take it with me. frank del rio is the president and ceo. we'll learn how it's doing welcome back good to see you. >> good to see you

>> you know, frank, a lot of executives come on and say, listen, our stock is cheap, buyback stock. you came on and said it was wrong. it was wrongly valued because of sips like "bliss." you have a new one coming. can you explain how everything that the bears said was going to come true basically didn't >> well, i think i was back -- when was i hear last a few months ago >> everyone was saying it's all over. >> the narrative was the recession is coming, right discretionary product and therefore the combination of a coming recession and more ships coming online, what is that? >> collapse. how did pricing do. >> first of all, there is no recession. right? we're past that, i hope and the thing to understand unlike the hotel industry, the airline industry, our ships run full and run full the time. time if you have full ships all the time and can finance the

brand-new ones at less than 3% over 12 years fixed. what would you do? you'd order more ships we have 11 ships on order. i have them ordered that they come at a nice even pace so i don't check on the inventory one coming at the end of this year, a sister to "bliss. "norwegian encore. i have one coming next february, the most luxurious cruise ship ever built for the region brand and the party continues. >> here's what i'm mystified by. i couldn't believe -- i couldn't believe the racetrack. i couldn't believe the facilities couldn't believe all the technology you have. i couldn't believe all the things you do. it seemedto me it's nothing to these analysts they seem to think it's a way to go from one place to another if the caribbean has bad weather, forget you guys. >> mostly analysts, most investors haven't been on a cruise ship. >> i think that's true. >> and challenged them to come on board it will change their mind this

is not your grandfather's ships. the new vessels coming online. >> look, i my daughter goes on cruises. that's how i knew. i thought, are you kidding me. she enlightened me is the greatest way to have a instagram show in history. >> we have such great visibility into the future and turned the year having sold 65% of my current year inventory i turned the year having nearly sold 35% of 2020 inventory in some of my brands so the visibility is fantastic. the cash flow is great the cash flow generation potential, not potential, reality of this industry and my company in particular is off the charts and i think it's the single most misunderstood variable in this whole equation. >> i understand why. can we give an example i had thought that people -- that there's some terrible news out of turkey, geopolitical turkey is up it is hard to get your head

around. >> well, time heals all wounds in 2016 the events that happened geopolitical we pulled out. it's easy to pull out. it's fast, complete and it takes a long time to stick your toes in the water and come back slowly so this year we have 12 sailings that touch turkey next we've got 20. i'm now working on '21 itineraries and will be a lot more those itineraries that touch turkey are selling faster and at higher prices than those itineraries either before or after it so the good news is americans are willing to go back to turkey. >> how much of your made versus last year and the year before. >> in terms of. >> how much a year is made already. like there is a secular way that people are booking in other words, like two years ago people didn't book ahead as much as they do now because they're afraid of missing it. >> we have three indicators of what the consumer is thinking. one is are they booking further and further out, the answer is,

yes, seven, eight months but the other one that's very pertinent is those who booked eight or nine months ago and are cruising today what, are they doing on board? are they going to the spa, buying shore excursions or the casino and the answer is yes. >> support spending. intrigue sports betting. can you do that? >> we've been studying it. >> you have to get this. it is big. i'm seeing it took offer in the last three months. it would be great. what happens is there used to be betting at the beginning now they're going with intragame and serve drinks it could be good business. >> it could be i'll look into it, jim i' i'll give you a commission if it pays off. >> what happens when young people go on your cruises and what do you see? do you see people taking pictures and posting >> instagram >> are they your greatest salespeople? your greatest influencers. >> 25% of our business are millennials. fastest growing absolute and in relative terms we are now building ships with

the understanding that instagram is something to deal with and we're actually creating instagram venues so that when you get the urge, they're going to go there and that's the best publicity, people having fun, value oriented the millennials value value. that's what the cruise industry is about. >> the final thing i think that somehow they don't get the material spent, this is an experience it's treasured therefore somewhat less price sense tiff than people understand they want it >> yeah, look, the cruise industry is for everyone the biggest segment of our customer base is still the boomers and the boomers were infamous for being collectors of stuff. and but they've moved along and they are no longer collecting stuff but experiences as well. maybe the millennials taught the boomers a thing or two about how

to live life. >> you taught us a thing or two. when analysts were downgrading it how wrong they were and that's frank del rio, president and ceo of norwegian "mad money" is back after the break. >> announcer: it all starts at 9:00 a.m. eastern. wine sullivan, worldwide exchange aa.m. eastern on cnbc david reubenstein. the bullish run. -driverless cars... -all ground personnel...

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two weeks ago when the average selling off, watch fedex. this is one of the keys. once they turned around the market rebounded like crazy. worldwide shipping company and tied to the health of the global economy. given that global commerce is slowing i was worried they might have been a rough quarter. they had an eight-cent miss with weaker than expected sales and,

yes, they cut their full year forecast stock got slammed in after-hours trading. what part is the weakness baked into fedex share price let's take a closer look with fred smith, chairman and ceo of fedex to learn where they're headed welcome back to "mad money." >> thanks, jim, i appreciate you having me. >> fred, so here's what i'm thinking i take a different perspective than the analysts who i do believe want the money shown to them i see the consumer doing great i actually see the corporation doing great. fedex and the government is going crazy. isn't that the weakness of the business >> well, you know, it's the tale of two stories, jim. the domestic business is pretty good although we put some new expenses in place to meet the demands of the e-commerce market, specifically we opened up a couple of enormous hubs in pennsylvania and connecticut and we went to a six-day-a-week all

year round ground operation and on our international revenues were not quite what we had hoped so we had anticipated about 6 billion in increased revenues for the fiscal year that ends may 31st we're going to end up with about 4.abillion but we are seeing some green sprouts now in the international side and we're optimistic as we go into fy20. >> let's go into those on the call you mentioned pretty positive things about europe and talked about maybe things getting better in asia obviously i don't want to be too granular if we grade you by the week or month or three months we may miss a bigger story. isn't it true if you don't get past brexit and don't get past some sort of china deal it will be a tough year for fedex and we have to expect that because you are in the end levered to world trade. >> well, we certainly are levered to it. but on the other side of the

coin, some of the things that we've done like our integration of t & t and some of the programs we have in asia should mitigate some of that but no question bit, jim, if there's not some solution into brexit and some resolution of the china/u.s. trade dispute, it's unlikely to see much global growth in the fiscal a's 20 or remainder of 2019. >> i think people feel worldwide -- we have growing e-commerce and people are surprised when is t & t going to be full i integrated is it something related to structural some was 2016 you had a cybertech, the worst ever for any company but sometimes i began to wonder whether europe is a hard place to do business for everybody including fedex. >> well, when we bought tnt we announced it would take four years to do the integration. there were hundreds and hundreds of i.t. systems and hundreds and

hundreds of facilities that needed to be consolidated and thousands of ground and air routes that needed to be put together so as you mentioned in june of 2016, tnt was hit by an enormous state-sponsored cyberattack. it would not have survive had had it not been recently bought by fedex so that certainly was a big rock in the middle of the road but our integration of tnt will be largely complete when we end up fy20 next may 2020. >> now, i do think -- i mean i understand the patience issue. i think if it weren't just the fact that if it were just europe and tnt it would be fine but difficult to try to figure out what's going to happen in china. a moment in your call those of us optimistic the president's initiatives could move some business out of china might actually help the situation, maybe give more leverage to china. i did not hear that.

i heard china is so big you just can't get out of it. you can't get out of their clutches no matter how quickly you move that is the case, isn't it >> it absolutely is because china is the manufacturing bastion of the world and there are certainly companies and customers of fedex that are trying to migrate things into vietnam and thailand and down to indonesia and malaysia and so forth. but china is an enormous place with an incredible infrastructure for manufacturing so it's going to be a very, very big part of the world economy in terms of manufactured goods for years to come and any change is going to be on the margin and that's why china and the united states need to come to a deal because it's a good thing for both parties. >> i thought at the beginning of the call you talked about amazon and how we used to talk about 1.3% why keep referencing amazon?

i don't think anyone expects amazon to hurt your business there's so much business going around fred, it's the most defensive part of the call i don't know why you do it. >> part of the reason is because on the 16th of february this network had a program basically whose headline said amazon is coming into the transportation business and it's going to hurt fedex and u.p.s. and it was quite a provocative piece. we were the only people that agreed to be interviewed on the show u.p.s. didn't. the postal service didn't and amazon agreed to and then they backed off when they found out we were going to appear on the show so we certainly don't mean to be defensive but we do think we need to answer provocative questions when they are raised including those brought up by cnbc on that program. >> well, fair enough but you know that i've been standing by the idea that they need you more

than you need them if you want that and you know that's been the case from the beginning. what i am concerned about, though, is the idea that let's say the president this, is what my intel is saying, the president is saying we'll keep the tariffs on in china. and we'll make a deal and that that's the real deal breaker, if you get that kind of chatter, it will refute some of the things you said at the end of your call which is the idea that maybe things are to get better in china. does that delay any sort of turn because i think people are itching to own your stock and know you're the last man sustaining and you're the only one that's built a worldwide network to handle worldwide trade f we see a tick up fedex goes double. it doubles you and i both know that we don't want to you quit but we also don't want to put any false hopes in >> will, isten, jim, we are a huge part of the world economy just as you mentioned. we're handling 14.5 million shipments a day.

i mean, enormous operations in virtually every country in the world except those five or six included by the u.s. so we are optimistic that there will be an agreement between china and the united states, because we know both countries' economies extremely well among the best, i think, of any company in the world and there's a lot of pressure on the chinese economy, don't forget that. we don't agree with the use of tariffs the way the president has done it and we've said that. having also made that point, let me say, again, that the terms of trade between china and the united states need to be changed. they have to be changed and in that regard he's doing exactly the right thing. >> all right well, let's leave it at that i have been telling them to own it since the '90s. thank you so much. fred smith, chairman, founder and ceo of fedex grt seatoee you "mad money" is back after this

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it is time, it's time for "the lightning round." >> buy, buy, buy >> sell, sell, sell. [ buzzer brblt ] >> then the lightning round is over time for the lightning round george in rhode island george >> caller: big boo-yah, jim. calling you about garden health. a recent ipo i took a small position about a month ago. it jumped 50% and then on earnings it broke 100 -- >> this was on your price. i don't know how it came so low. this is actually a winner. i would not let go of this story. dorothy in alabama dorothy. >> caller: thanks for your knowledge, jim. >> thank you, dorothy. >> caller: i would like your outlook for the next two years on ibm >> i think the ibm acquisition will help greatly. next two years i think you'll see it up considerably and yields 4%.

decent activity and it's not going to climb the way it used to maybe because they spent so much on red hat. the combination is terrific. jack in ohio >> caller: hanks for taking my call dividends play hey, the stock is under a 52-week high and the yield is right under 3 1/2% yield which is borderline to i like. kimberly-cla kimberly-clark. >> nobody ever got hurt buying kimberly-clark i do prefer procter more than kimberly but would not sell it here but think world costs are going down rosvan >> caller: hey, doing well i had a question about alby -- alibaba. >> i recommend it because it's got incredible growth. does have a lot of characteristics of amazon. mark in dell care. ma . >> caller: i watch your show every night.

chesapeake energy. chk. >> you know what we've got natural gas can't get its way out and i got to tell you, i think the stories just outworking a little bit of a spec i would not buy it kip in california. >> caller: calling from san diego. hey, listen, quick question for you, man, i always wanted to get into chipotle but the sky high valuations are scaring me. >> is it really that sky high if they're able to be able to bring it to overseas the way we think they are if they do everything right is it that high given it's brought a lot of stocks lower thanks to jack hartung i think it's okay. remember, it's been more than 18 months as we were able to put behind us what happened at chipotle i would wait for a pullback and it would be a buy. normen in california norman. >> caller: a big boo-yah from sunny california >> thank you >> caller: my stock is hca

>> with the whole single pay yore -- the whole idea it can coalesce and keep prices back i will think that's over it's back in the winning column and would be a buyer i know it's not that far from 52-week high, 11 points between that and here you and the company is doing well. jeff in pennsylvania jeff >> caller: hey, what's up, cramer. >> not much. jeff, how about you? >> caller: a big callout from the philly area. nova nation look for a twofer in the 20 -- >> i don't like st. mary's but let's see what happens go ahead. >> caller: hey, because of your coverage of the holds company, ticker lite. >> i'm not a big fan that have segment and that, ladies and gentlemen, is the conclusion of "the lightning round." >> announcer: "the lightning round" is sponsored by td ameritrade h in high school.

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do we have a winner and new champion in the category of best overall retailer ulta and they put on a clinic about how to do retail that i think every chain, i mean every one could learn from at one point i was concerned about ulta this is i store with lots of brands you think you can buy on amazon plus they have a worthy

opponent in the form of sephora but mary dillon went on the offensive and crushing her opponents. listen they delivered 9.4% same-store sales growth and that represents an acceleration in growth and their reward program is off the charts, 31.8 million people, up 14% year over year creating and army of loyal ultamites. compare that to starbucks with 30,000 stores but only 16 million members in its loyalty program. a figure that most people would regard as spectacular until you look at the match smaller size of the brick and mortar footprint. various tiers of value why don't more retailers adopt this take the diamond tier where if you spend $1200 you get a tremendous return on everything from points to birthday presents to beauty coupons and everyday free shipping.

for anybody who wants to look their best why don't others give these pampered perks. >> i like how mary dillon understands the future is about personalization and comes up on all the best retail calls because personalization blunts the impact of amazon prime as she puts it personalization is the next frontier of loyalty because it's a way to engage the customer so she won't stray from the flock. that means remembering what the customer brought before. thinking for the customer using after the fish intelligence. customize your website so they get a more tailored experience and the sense of newness, the desire to put on a show. check out their website. marvel at the 21 days of beauty and don't miss the fun prompts that make you want to scroll over all the site. all sorts of price points from under 10 bucks brands from elf, $34 estee lauder product, mass markets, prestige, everything in between. the most telling detail. they have the perfect confluence

of twitter and instagram when kylie jenner launches her products, you can't invest in her but you can invest in ulta which has the best chance to replenish a product line that was sold out this quarter. who knows how much ulta could have they made had they enough kylie jenner inventory finally they're not throwing up new stores like crazy. companies going to 80 locations only a nearly 7% increase on top of that 1,174 stores i mentioned but they're renegotiating for new leases i think they might have saved a lot of money that's helping the company expand their margins as is their fast fulfillment system built to meet just the demand from e-commerce i know it hit an all-time high last week but it's pulling back here it's down nearly 8 bucks today and betting it will become a

costco-style flywheel because as it goes higher i expect it to attract more ad heerns as a retailer they have check every box which is why i think it's worth buying into the decline the retailers may have over the next couple of days stick with cramer. your brain is an amazing thing. but as you get older, it naturally begins to change, causing a lack of sharpness, or even trouble with recall. thankfully, the breakthrough in prevagen helps your brain and actually improves memory. the secret is an ingredient originally discovered...

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but you're not mad, because you have e*trade which isn't complicated. their tools make trading quicker and simpler. so you can take on the markets with confidence. don't get mad. get e*trade and start trading today. okay, should fedex really drive the market down? on reflection when i think about what fred smith was saying, look, no brexit, business would be better. have a problem situation in china and trade talks, they resolve, business gets better. do you sell it down here, maybe it goes down another 10, 15 points in the china talks stall. what happens if they get back on track? it is a leverage way to play the world. you don't want that, then there are plenty of other good stocks to buy i always say that's a bull market somewhere i promise to find it right here for you on "mad money. i'm jim cramer and i will see you tomorrow.

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