sell lyr. >> mike? >> the june 87 put in lyr. >> brian sullivan? >> las vegas sands earnings next week use options to play to the upside. >> that does it for us we're of 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 my job is not just to entertain, but to teach call me at 800-743-cnbc. or tweet me. today, we got about a year's worth of major business stories in a single news cycle disney reinvented itself jpmorgan had a stunning quarter. and that was good enough to send

all the averages flying. dow pole vaulting 269 points disney and jpmorgan are in the dow. s&p gaining .6%. please, have no illusions, people this positivity will be hard to sustain. even though earnings season kicked off with an amazingly bullish bang, we'll be right back where we started from once next week rolls around unless apple comes in on monday and bids for both abs and viacom not going to happen. while occidental scooped up apache, and we get perfect quarters from citigroup and goldman sachs. highly unlikely. this isn't a what have you done for me lately market it's a what have you done for me this morning market. with that in mind, what's the game plan for next week? let's start with citigroup and

goldman sachs. citi will have a hard type topping jpmorgan it could be more like wells fargo, which was a tab subdued only closed down about $1.25 i doubt sit tee will be as bad, but the stock is running up too much at this point don't get too excited. people want revenue growth, not endless buy backs. goldman stricker, the ceo made his mark, and i like his mark, but it will be out for these guys with the huge corruption case in malaysia as far as i'm concerned, this turned on whether goldman's compliance team knows what they're doing. i think they're the best in the business, but you can't always stop every potential crook who works for you. if the stock pulls back, i would be a buyer next up, the worst active stock in the entire universe, united health. unh. we had them on the show once reports on tuesday morning a dozen points in just today's session.

a dozen points money managers have collectively given up on the health insurance space because so many candidates running for president are campaigning on a form of single payer. i like the stock and i'm here to tell you the coast is clear after hearing what the company has to say and we also get results from johnson & johnson. i think they have a great story to tell. there's still some overhang from the talc issue, and i would like to see the verdict in missouri has been overturned. bank of america reports, too i bet it will be good, but not good enough to push the stock higher given it rallied 4% in anticipation of good quarter after the close, we hear from netflix. i think business will be strong and they'll talk about how they welcome the new competition from disney and apple of course, the stock got slammed today, but i'm skeptical of a big gain here, if only because so many people wrongly do believe the streaming business is zero sum. netflix pulls back on a solid

quarter, i would rather be a buyer. what else? i like a pair of different transporters csx and united continental these are companies with fantastic management teams that have found ways to make money. csx is running as efficiently as possible united continental doesn't have as much exposure to boeing's 737 max. quick shout out to phil lebeau ibm, some time, some time in the second half of the year, the merger will close, and i bet that gets people more juiced about the stock. do you buy it now? a potential decent quarter it could be a terrific opportunity, but there's no urgency. i want to hear jim whitehurst on the conference call. that would be so assuring because i love that guy. wednesday is massive i like both pepsico and morgan stanley before they report

maybe bad news from washington say on these two days. maybe bad chinese trade talks, always a possibility then you get a chance to buy these two at a discount. these two, i think, are stand outs otherwise, i would just buy some before and then they report and then maybe some after. i expect both companies to raise their forecasts. what more could you ask for? you want to learn how to put on a fantastic conference call? i have a guy who will teach you. his name is myles white. i'm anticipating an awesome quarter from these guys. lots of good stuff about their diabetes monitoring sales. an incredibly consistent company. one more when we come in in the morning, we'll have heard from a company called asml, which is a dump company that makes semi-conductor manufacturing equipment. something thinks they're about to shoot the light out because the stock went up big today, nearly $5. if they deliver, you'll see a pop. i wouldn't buy this one, though, just listen. i prefer lam research if you

want a semi-conductor machinery plant. the stock market closes on good friday so a lot of companies that would have reported on that friday are jamming thursday it's going to be ridiculously impossible then. the good ones, i want you to start with honeywell, which is easier than boeing i expect them to give us terrific numbers also, we hear from america's best it's a complicated technology stock, and right now, the marxt loves these, but amx has a tendency to sell off after reports. my advice, wait until you see the whites of the sellers' eyes and then pull the trigger. dhr, known for their travel trust, we're not taking profits. i would be remiss if i didn't say this stock has had a monster move a lot of people feel they stole it i felt they paid them full price, but that's not the point. if you hear that 2019 is going to be an investment year because of that acquisition, the stock is going to get hit. and then you bounce. i adore the rails. mentioned that earlier, but

union pacific is tough this company has been delivering with fantastic numbers gigantic buyback of course, they now have to worry about crops being weak because of the storms and fracking sand falling through the floor because they have so much now i wouldn't get in front of a speeding train then there's schlumberger. huge oil service, with an awful stock. the ceo has called the last dozen bottoms in oil it's become pretty tiresome. if you see lots of oil producers getting takeover bids, it means it could have a comeback the stock is cheap travel trust owns it nobody cares last but not least, the pinterest ipo. it's on the verge of catching a profit i like that, and a lower valuation of the last round of private financing, more on that later on whether it's good or bad. it's tough to swallow a unicorn and post the lyft fiasco, unicorns are suspect so unless you can get a piece of the actual deal, you should keep

your powder dry, don't buy in the aftermarket for ipo that is going to be better suited to you. bottom line, in the cacophony of earnings, remember, this market has no memory. today was terrific but come monday, we're at the mercy of the next new cycle. in oregon where my daughter lives, aaron >> caller: hey, jim, i'm a huge fan of your show >> thank you >> caller: so my question is about cisco systems. i have been listening to the president speak today about new initiatives that support the building of the 5g network >> yes >> caller: i'm looking at companies that can possibly benefit from the transition to the 5g infrastructure even though the stock is up over 30% this year, including a nice bump today, will this stock continue to go up and is it a good long term play? >> yes, yes, because chuck robinson is now the leader number one in cybersecurity and number one in 5g this stock, he has set that company up for the two most important trends in tech

chuck robbins. tom in massachusetts please, tom. >> caller: good evening, jim >> good evening. >> caller: new england boo-yah to you >> all right >> caller: my stock is ppl and i got a little profit. i got in it last june. and nice dividend, two points, i mean 5.2 >> all right i know it. >> caller: i'm wondering what effect brexit will have on this? >> you're fine i used to write them big checks. you're fine with that. a 5% yield is a terrific yield to have, and that's been consistent i used to own that stock a long time ago i said i keep paying them every month, like everybody else i'll own the stock, but i moved out of that area robert in florida. robert >> caller: yeah, hey jim thank you. i appreciate your taking my call >> of course >> caller: i watched your show for many years >> thank you >> caller: i learned a tremendous amount from you so thank you very, very much >> you're welcome. >> caller: listen, my question,

i'm a physician, and i have a lot of interest in health care stocks and i'm calling about a small pharmaceutical company located down here in florida therapeutics md, txmd. they have three fda approvals. one drug on the market, a second drug being launched this month and the share price has been really beaten down, a very large short interest but i think their numbers are good, and i think the stock is undervalued. i have a small position. i would like to add to it, but i want your expertise before going further. >> i have been baffled, doc. honestly, i liked them, and they have been on, they have been on a couple times they have the hormone replacements it just doesn't click. i don't know why i'm happy have to them back, but i don't know if the shorts are keeping a lid on it or if it's something i'm missing, it's a good spec. earnings season shifted into

high gear just today, while i think a lot of companies reporting are a wait and see story, i'm giving you the all clear to pick up some of the transports "mad money" tonight, with news that bristol myers shareholders have approved the drug maker's $74 billion deal with celgene, what's next for the company? >> then on pins and needles ahead of pinterest ipo i'm eyeing the company ahead of its debut. and who's winning and losing in brick and mortar i'm getting inside the retail sector to find out where the opportunities could be lurking with a man who knows so stay with cramer. >> don't miss a second of "mad money. follow @jimcramer on twitter have a question, tweet cramer. #madtweets send jim an email to madmoney@cnbc.com, or give us a call 1-800-743-cnbc

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or high-flying thrills, get more into what you're into. just say "watchathon" into your x1 voice remote, or download the xfinity stream app. xfinity watchathon week, free. now through april 14. year, bristol myers announced a massive $74 billion takeover of celgene. i have been a big believer in this deal since their ceo came on this show and explained his reasoning earlier this year. not everyone was the same page the starboard value, increasingly activist hedge fund took a minor stake and tried to block the deal fortunately, today celgene shareholders approved the transaction, which means there's one less barrier let's check back in with the chairman and ceo of bristol

myers to get a better sense of the vision and what he's going to do with celgene welcome back good to see you. thank you, giovanni. i have been thinking about how best to have our viewers get excited about this you basically are creating a new youth company. you've got existing drugs that are winning. but then you've also created a company that has so much in the pipeline i think you should talk about the pipeline and how big it is >> well, let me say first, we're very pleased with the outcome of today's vote we are getting one step closer to creating that great company >> when do you think final >> third quarter we're confident in the third quarter, and when the two companies come together, we have two growing businesses, great people we're going to be able to launch six new medicines potentially in the next two years it's going to be a great company. create value for shareholders, very good for patients >> talk about some of the five, because i think that this comes down to -- i mean, by the way, the debt -- giovanni tells you everything totally transparent.

anyone can look at this. when i look at celgene provides five late stage products with near approvals, you're not braggadocios, but i see multiple billions on this one page. >> well, jim, that's really the value of the deal, the pipeline. we talk about five pipeline assets, potential launches in the next two years in fact, three of those medicines have been filed with the fda since the beginning of the year, so we're making great progress already, which is validating our thesis. four of those are in hematology, an area that celgene knows really well, as you know, celgene is a leader in multiple myeloma. and four of those have the potential to be really transformational >> why do you think bristol myers stock has not gone up in the sense that you and i would think it has maybe starboard tainted it, but you have earned power for multiple years before you had

the new drugs take over. this is the lowest multiple drug company, bristol myers i don't get it >> so jim, i'm focused and we're focused on creating value for the long term, and we're getting to work on the integration we're very focused on the integration. we're going to bring the two companies together well. as we start working together, we have an opportunity to launch new medicines right away i believe the value of the new company will be demonstrated rapidly, and again, i think in this deal, there is a lot of value for shareholders >> how worried do we have to be about revel midin the deck you created, you do have it down near coming up out there >> we have been conservative, of course, because we know that it's going to lose exclusivity, but again, in the last two months, there have been two opinions from the patent office that have been positive. there's been an agreement as you know between celgene and a jeanetgenetic company that valis our theory we're confident we have taken

the right approach, and obviously, that was important to us, but remember, we are acquiring celgene because of the strength of the pipeline and the ability to sustain the growth of the company for the long term. >> a lot of times people are worried about a balance sheet after a takeover tell me if i'm wrong i think your balance sheet is stronger the day the deal closes >> we'll have strong financial flexibility. the cash flow, the combined company in the first three years is over $45 billion of free cash flow we'll be able to delever quickly and pay the debt, so the company will be able to be really flexible from a financial perspective from day one >> how about immunotherapy we know so many companies are paying huge multiples for immunotherapy. celgene seems to have a ton of it and nobody is talking about it >> first, let me say we're one of the leading companies of immunotherapy. and on our side, bristol myers squib, we have 20 registrational studies coming, so the growth will continue to be fueled by

new data and multiple tumor types and in the pipeline of both companies, in fact, in the pipeline going forward, there will be many opportunities to continue to strengthen our presence in immunotherapy. that remains a really big area of focus for us. >> where are we in terms of major concern that things just kind of just don't stack up against keytruda >> first, it is a very successful medicine. it's a foundational treatment in cancer we have approval in 16 indications. key indications we have, we're the market leader. we have multiple studies that are going to be reading out the beginning of this year in lung cancer following up in many new tumors and in the medium and long term, we have a leading program in early disease. something called the aglnt treatment of cancer. very significant potential there. so i see it as a growing franchise. we're doing very well. >> when celgene bought

reseptemberesep reseptembreseptos something happened where it fell back is there anything that happened so you can't get the do over, and irritable bowel, there isn't anything >> i was pleased it was filed again with the fda i think that's an important step we looked at it as a really important part of the deal we believe it is potentially a great medicine the first indication, as you know, will be multiple sclerosis, but there's early data that is very promising in inflammatory bowel disease the medical need in both of those areas is very big, and this is an important product there has been progress in the first quarter with the filing with the fda, but there's more to come. >> now, when that deal was done, i was surprised that after the submission right after, was it done poorly? what happened? i tainted everybody's view of this excellent drug. >> it is an excellent molecule

and we looked at that a lot in due diligence. we're happy that it was filed with the fda again and i think it's on a good path. >> within six months, a year, what do you think? >> that depends on the fda it's difficult to say. >> on those needs, they move fast these days. this is which cheapest i have ever seen bristol other than the plavix period, and that was a different company. that's the chairman and ceo of bristol myers squibb, and i have to tell you, you want a drug stock, you want one that's soaring, but when they're giving it away. "mad money" is back after the break.

after the implosion that was lyft, the ipo machine is back in action this week, we got three well received technology deals. we got pager duty, software, and

jumia, all of which jumped out of the gate and continued to roar higher. this comes on top of a terrific trade web markets deal last week it's given us a 14% gain as i told you before, this kind of action does make me nervous on the one hand, successful ipos breed still more deals and sooner or later the market ends up getting glutted with new stock. that tends to weigh down everything else. on the other hand, successful ipos can also make you a lot of money. if you know what you're doing with this trade web. we have to keep an eye out for new opportunities, even as we worry about what all these deals mean for the broader market. and next week, this whole process shifts like so many other things around here, into high gear. there could be as many as eight ipos coming. including one of the big ones. that big one is pinterest. so could this soon to be minted stock be worth grabbing? or will it turn out to be another dud like lyft? let's dive into this one

for those of you who don't know, pinterest is one part social network, one part catalog of ideas, the online pin board platform bills itself as a quote, visual discovery engine, quote, where you find and do what you love. well, i gotta tell you, who doesn't like that? the starter is a tool to help people collect images of things they're passionate about since then, it's become much more than that it helps you find things you didn't know you were looking for and it's a haven on positivity in an incredibly toxic social media landscape. pinterest now has 250 million monthly users. pinners, they call them, two thirds of whom are women this is not just a friendly platform it's always an advertising friendly platform. think about it like this the whole point of pinterest is to share pictures and videos, including pictures and videos of stuff you might want to buy. when you know what you want, you can just plug it into a search engine and order it from wherever the thing is, you don't always have the words to describe what

you're looking for but you often know it when you see it that's where pinterest comes in. it's all about discovery, about visual searches. they have invested in computer vision, so their algorithms recommend the right images to their user base. according to one survey, 85% of pinterest users say they go to the site when they start a new project. 68% of users say they have discovered a new brand or product there. or as the company puts it in their prospectus, people actively seek relevant commercial content on our service and advertisers are increasingly providing it. what else? two thirds of the users are women and the typical pinterest using household spends 29% more than the average household this is like the holy grail for targeted advertising in theory, we like the concept, but let's drill down what about the numbers well, pinterest user growth has slowed here in the u.s., that's a negative it's been expanding like crazy

overseas a positive but not as noticed 184 million monthly average users in the fourth quarter. up from 139 million in 2017. and 90 million in 2016 more importantly, their average revenue per user increased 20% last year. given they make $9 per user in the u.s., and just 25 cents per user in the rest of the world, the company has a ton of room to monetize there's one thing that gives me pause. pinterest had a dip in user numbers in the second quarter of last year, which the company attributed to a change in facebook's authentication system and you hate to see that kind of thing, right basically hostage to facebook's policies that's suboptimal. on the other hand, financials, i have to call them amazing. pinterest revenue growth accelerated to 60% last year, up from 58% in 2017 at the same time, the gross margin, what they make after the cost of goods sold, has been expanding like crazy 46% in 2016. 68% last year. even better, the company seems to be within striking distance

of turning a profit here they'll probably end up generating actual earnings some time this year, which is pretty good for a newly public company. i think it's my favorite hook for why it's intriguing. now, on monday, pinterest provided guidance for the first quarter. they're talking about 51% to 54% revenue growth that's pretty solid. they also forecasted 291 million global monthly users, up 22% margins keep getting better, too. so what do we do with this one when it comes to this week i think that there's some price. there's a price where pinterest is absolutely worth owning a good story, not perfect, but good however, as we saw with the botched lyft deal, valuation matters. if the ipo price is too high and the stock spikes right out of the gate, there's a real possibility the stock could quickly reverse, turning into a garbage fire in short, pinterest is worth owning but only at the right price. what is that right price right now, the company is talking about intended price

range of $15 to $17, which would make this a $10 billion to $11 billion company. not insane according to a terrific analysis by lucinda shen, if it stays at $17, their recent venture capital investors would be underwater, down major players. they got in on pinterest when it was valued at $12.3 billion. that's 9% more than the high end of the range they paid $21.54 a share arguably, the deal is coming at a 25% discount to the last round of private financing do we like this? is it a bargain? did the venture capital investors make a mistake are we getting a good deal okay, at the midpoint, pinterest will be trading at roughly 9.5 times this year's sales, not earnings but sales. and seven times next year's sales estimate although those numbers are based on a single analyst, who rolled out coverage on pinterest with a buy rating this week he's assuming the company can grow at a 46% this year and 36%

next year, which seems reasonable to me, but it's all back of the envelope how does that stack up against the others as similar stocks what we call the comps it puts pinterest at a slight discount to snap, that's at ten times this year's sales. nearly eight times next year's numbers but a premium to twitter at 7.6 times this year's numbers. i think that's a good analog oh, and it would be much more expensive than the busted lyft which has a faster growth rate and trades at a mere five times forward sales. not great, especially because i don't expect that stock to stay in the price range i expect it to pop here's the bottom line on this incredibly interesting, hard to figure, massive amount of work we did on this piece bottom line, pinterest has a neat concept, and even though i am definitely not -- no, let me see how strongly i can do, completely not part of the target demographic, i can see it's a fabulous platform for advertisers. that said, unless you can get in on the actual ipo, not the

aftermarked, i would be very hesitant to buy this stock above the price range. if you want an online advertising play, i got an idea. how about alphabet or facebook chris in louisiana, chris. >> caller: boo-yah, jim. i love the show. >> thank you >> caller: i'll take the advice. i started with the s&p 500 >> good. >> caller: now i'm ready to start trading individual stocks. >> okay. >> caller: i'm in the security industry, and i offer security services what is your advice on arlm? >> it's a good company 52-week high today this is the kind of thing, i mean, i can bring more to the party on the actual financials, but you're a professional. what i find, you do an index fun and then your use your own knowledge to buy a company, and you're doing it right. that's what i want to see. take your interest and do the homework larry in flofrd. larry.

>> caller: jim, thanks for taking my call and boo-yah to you >> boo-yah back. >> caller: microsoft has been on quite a run since the first of the year is this indicative of their cloud growth and is there more of this to come like this? or is this time to take some money off the table and sit around and wait to get back in it at a lower number >> that's really interesting you say that because we had a club call today, and i was so tempted to say take some microsoft off the table, but then i felt like i did that for paypal and that was wrong, and these companies -- paypal is a faster grower, but these companies have terrific businesses. microsoft's business that is azure, which is their cloud business, is one of the fastest growing other than amazon web services i don't want to sell it. i don't know where you can get back in. it might go down a little, but i don't want to sell it. >> i can see why advertisers are drawn to pinterest i did a lot of work on this piece because it's not mine. some people feel it's not as good as it used to be, but i don't think it's a buy unless

you can get in on the ipo before it pulls back. much more "mad money" ahead. who is winning and losing in brick and mortar i'm talking to the man making the call >> and 24 hours ago, we didn't know it could be this good i'll tell you what to do if you miss eed out on this transformative day in tonight's edition of the lightning round so stay with cramer. california phones offers free specialized phones... like cordless phones,

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and accessoriesphones for your mobile phone. like this device to increase volume on your cell phone. - ( phone ringing ) - get details on this state program call or visit you know i get fired up about certain things i'm passionate about retail. jpmorgan held their retail roundup conference, and for my money, the best retail analyst in wall street, maybe take out retail and say analyst we have used this shindig as an opportunity to speak to the retailers. kohl's, that crushed it. but tonight, we have a chance to hear from the organizer himself. only analyst we put on the slow. welcome back to "mad money."

>> great to be back. >> just an amazing conference. congratulations. >> thank you >> from the very top, we naed to know, you heard from everybody is the consumer spending back confident? what's the story >> yeah, so the number one theme at the conference was confidence in the consumer. the consumer is resilience the one takeaway, though, i would say, is not as good as 2018 so consumer is strong. you take a ten-year view very strong. but looking at 2019 versus '18, 2018 had the tax reform tailwinds. >> did anybody really typify what the situation is right now? >> so, i think the best way to think about it is near term, you had some turbulence in january and february the weather was abnormal for retail you had the tax refund delays. but it seems like it's coming back so it's going to be a second half weighted first quarter. but i think the year is going to be brick and mortar, winners versus losers, with e-commerce

really driving the engine. >> all right, so let's figure who are some winners versus losers let's start with value, convenience, because a lot of the companies that our viewers, retailers like to go to, they're fascinated by the stocks themselves >> perfect place to start because i think value, convenience, and innovation are the three buckets to win value, convenience, is discount and off price. in the discounters, i know it's one of your favorites, we upgraded five below this week. a phenomenal story best store returns in all of retail disney's slate they released today -- >> they've got i was going to ask you whether they can make money. >> frozen 2 coming up. when frozen 1 came out, five below crushed it they didn't get any merchandise direct now, they have a merchandising team that is as robust as anybody in retail, and they have 750 stores so real size and scale to build on dollar general is your compounder within the group. al irs's, you mentioned, let by mark butler.

phenomenal niche retailer with a ton of growth runway so to me, value, convenience, and the last place i would say is off price burlington, this pullback was a steal. i know you highlighted it on the show recently. >> to me, they were very abject they made two mistakes we had weather, but a little apparel wrong. it sounded like pvh, they were going to course correct, and this is their only chance. >> the last piece is innovation. to me, with the innovators, that's the global brands so within the global brands, you have nike. nike was at the conference they could not have sounded better >> can you believe that you got a chance to buy it again after the quarter which you and i both know was okay? >> that's right, so to me, nike is talking about refreshing the core 70% of all items under $100 are going to be refreshed by back to school and into holiday. huge opportunity probably a lateral opportunity for foot locker as well. i think the growth story at lululemon still has legs i still like the risk/reward on

lulu, even after the triple. we were talking about the stock at $50 after the triple, i still think there's an opportunity so nike, lulu, and then pvh and ralph lauren are your value plays within the space >> i want to talk about an interview we had that stood out to me. almost every single viewer was -- michelle gosk in kohl's and i heard the same word every time, crushed it crushed, crushed this person is doing a remarkable job can you spell out that case? because i was looking at it today, and saying what is it doing in the 60s it doesn't make any sense? >> i think what she's doing that's different across retail is she's taking the blank slate approach she came in and is looking at kohl's from the ground up, in that they have over 1,000 boxes. they're a brick and mortar retailer if you organized it today, what would that box look like so she's the one that's come in and started to forge these partnerships like planet fitness, amazon. so she's looking at the box and

saying how much do we need for the core kohl's box and how do we think about driving traffic traffic is what drives retail, and that's how you win i like her approach from the ground up, and thinking about it like a blank slate >> i want to be sure, the stocks we went over are stocks you like, and if people want to buy them, they can buy them and feel confident? >> that's right. i think there are absolutely stocks to own in the retail sector it's value, convenience, and innovation that's the key to winning. >> perfect that's matt boss, jpmorgan retail analyst only analyst we put on and the best conference of the year. "mad money" back right after this the lexus es. every curve, every innovation, every feeling. a product of mastery. lease the 2019 es 350 for $389 a month for 36 months. experience amazing at your lexus dealer.

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it is time it's time for the lightning round. play the sound then the lightning round is over are you ready? lightning round. let's go with victor victor >> caller: boo-yah, jim. >> boo-yah >> caller: great show. thanks for all the help. >> thank you >> caller: i had my favorite stock, square, for over a year now. and i was just wondering if i

should hold on to it >> i like it i like paypal more, but paypal is going so far so fast, and this one has been stuck ever since the fabulous sam fryer left square is okay let's go to jeffrey in new york. jeffrey. >> caller: good afternoon, mr. cramer how are you doing today? >> i'm good, jeffrey how about you? >> caller: doing well, thank you very much. so here's the stock i wanted to ask. it's about cabot oil gas corp, cog. >> high quality company. a lot of great pennsylvania acreage. marcellus shale. i think it's a good one. let's go to diane in florida diana. >> caller: hi, jim you have a great show there. >> thank you >> caller: i'm not a smoker, but i do have pm stock for many years. the question i have for you, are they going to have interest in cannabis, like altria has interest in hronos

>> i don't like the recommend the tobacco stocks it's not a real cannabis pay canopy is the only one i'm recommending in that group they're hard to own. a touchy subject, philip morris. i can't recommend it let's go to paul in texas. paul >> caller: boo-yah, jim. how are you doing today? >> i'm good, paul. how about you? >> caller: okay. it's another friday under the belt >> yeah, that's true >> caller: my stock is bungee limited. bg >> look at the crop protection business from dow dupont wow. i mean, we have to steer clear from this for right now. i don't smell a bargain. i smell something bad. mark in oregon mark >> caller: hey, jim. thanks for taking my call. >> all right >> caller: i'm interested in greenbriar the ticker is gbx. >> stay interested but don't pull the trigger

i would rather see you in csx. i think that's a better buy. how about todd in iowa todd >> caller: hi, mr. cramer. really enjoy your show i have been watching you since the old kudlow and cramer days >> oh, my. how about how well larry did, huh? >> caller: i kind of wish i was back in -- i'm calling from iowa, but i wish i was back in colorado, at my bed and breakfast near beaver creek. we would like to invite you out to come visit us some time >> that's nice that's a nice offer. all right. >> caller: my call is about -- i have been trying to find a company that's growing nice and steady and has some good management >> okay. >> caller: and lcii. lci industries, formerly known as drew industries, they look like they're a steady grower >> you have to be careful because they're in elkhart, which we know has -- i mean, i have to tell you, thet the tightest labor market in the world. you have to worry about your raw

cost expenses, but you got a good one it's good, but i worry about cost okay, hey, we're not done. let's go to greg in tennessee. greg >> caller: good day, mr. cramer. tgif >> yeah, definitely. >> caller: hey, i don't know what to do with abvi some people are telling me their sun rises and sets on humira and i should bail before they lose their patent protection. others say their future is bright and they have good things in the pipeline. what do you think? >> i know that's -- i gotta tell you, i think the former is true. i'm worried about the patent you know what, look at celgene they were rolling over and suddenly lightning struck, so i'm not going to tell you to sell yet i can't do that. that was the lightning round >> the lightning round is sponsored by td ameritrade a pleasure to be talking to

the king of the market >> boo-yah >> has been devastating for bad baths. bad baths. bad baths. hay, by the way, we have been eating these cookies all weekend. got to cut back. you need to store the best deal, take over the stock general. set up a new regime. she loves me she loves me not >> when you're not on, i don't even want to watch tv. >> then ali is a bargain, but is the stock a bargain? really let me tell you something. i'm almost done. i'll get to that in a second i don't give a [ bleep ] i don't give a [ bleep ] what do we got what's the hesitation? eh, it just feels too complicated, you know? well sure, at first, but jj can help you with that. jj, will you break it down for this gentleman? hey, ian. you know, at td ameritrade, we can walk you through your options trades step by step until you're comfortable. i could be up for that. that's taking options trading from wall st. to main st. hey guys, wanna play some pool?

eh, i'm not really a pool guy. what's the hesitation? it's just complicated. step-by-step options trading support from td ameritrade - (phone ringing)a phones offers - big button,ecialized phones... and volume-enhanced phones., get details on this state program. call or visit

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so you missed disney, you missed jpmorgan and anadarko now what do you do first, don't kick yourself i have been a huge bull on disney, but even i didn't expect the level of specificity that ceo bob iger gave you today for the future of the new disney it's certainly a new disney. even though my kids are grown up, i can still recall all the disney movies of their youth and i paid a fortune to buy them on vhs back in the day. now they're rolling out a streaming service that costs just $6.99 a month that's ridiculously cheap. that's a bargain for once, no one cared about the shrinkage of the espn subscriber base disney as a multi-year road map and that's what drove the stock

up $13 today jpmorgan reported one of the best quarters i have ever seen from a bank, really, ever. there are so many different line items that can be hard to figure out whyfinancials go up or down, but jpmorgan beat expectations on every single line item, including capital markets and trading. it was an unasterisk beat, meaning it was clean business got better sequentially over the course of the quarter march was a bang-up month. welcome to the world of jpmorgan, yes, that kind of quarter. no wonder the stock vaulted nearly $5. how about share takeover for anadarko granted, there was another bidder, occidental petroleum, and maybe they fire back with a higher offer, but i don't see how they can outspend chevron, which is offering $33 billion, cash and stock, and has deeper pockets. if i'm thinking the ceo of occidental, i would give up on this and start looking for another target, but something does smell bad about why anadarko went with chevron and

not oxi. what do you do with these? first, as much as i like disney, i hate the chase i think it might be too late to buy it but is it too late to buy viacom or cbs everybody seems to want content these days you can put those two together and acquire them both. i do prefer viacom if you only one want because it's performing better that's why we added it to the travel trust it turns out viacom can't easily be extracted from the cable bundle because they have too many major companies like nickelodeon and comedy center. with cbs, you get the masters, the nfl, and years upon years of sitcoms that i don't really care for. it's a bargain for a potential acquirer want to know the way to play disney you could buy apple and netflix, both of which were down because of disney's new streaming service. too many people are assuming this is a zero sum business. that's just not the case, people regardless of what disney does, people are going to buy apple's

tv package too listen, it's right on your ipad or iphone, part of urlife. that's why you should own apple and don't trade it by the way, it doesn't hurt that morgan stanley's best analyst covering apple says the chinese numbers have improved dramatically no one paid attention to it, except for me. as for the banks, i think jpmorgan remains the cheapest, even after today's run i don't see any of the others beating this number, with the possibility of morgan stanley. if that stock pulls back, bounce finally, how about the anadarko situation? usually speculating on what oil companies will get struck by lightning is a fool's game i think occidental, bp, and exxon will all step up now best analog since pioneer sheffield is good. noble, not a lot of great growth concho, like apache, too much gas, can't tell. that said, you should wait for these to come down the oils are still in bear market mode. look how bad apache performed today.

most important about today was full of transformative news, it was not a transformative day depending on what happens monday, we could go right back to the grind because the cards, they have no memory. you have to feel more sanguine about a market where so many phenomenal things can happen out of nowhere, and we're not just even thought about 24 hours ago. stick with cramer.

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using fast hpe gen-10 servers with security features built into the hardware. and provide hewlett packard enterprise proactive care services, 24/7 monitoring and support to keep your infrastructure agile, healthy and reliable. for modernized it infrastructure you need hewlett packard enterprise and it orchestration by cdw. earlier today, i called out a fantastic call by phil lebeau, but i slighted my partner, david faber. first, he breaks the story about occidentm turned down by anadarko, and then his disney coverage was extraordinary and he really put into context you need to know that's going to be a winner. but don't sell apple off that's just stupid i like to say there's always a bull market somewhere. i promise to find it for you on "mad money." i'm jim cramer and i'll see you monday

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