>> mike? >> i think you keep it simple in uso. it's kind of a pick 'em trade here and i would just buy calls. >> dan >> i think that lyft sets up very interesting for a potential short squeeze and disney probably consolidate, but you want to plan for a breakout later in the year. >> that does it for us see yo >> 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 save you money. my job isn't just to entertain but to teach you call me at 1-800-743-cnbc. or tweet me @jimcramer growth without inflation is a wonderful thing, which is why the dow roared 197 points and

the nasdaq pole vaulted after we saw today's phenomenal nonfarm payroll report best report in 49 years. despite all the grousers who want the fed to raise or lower rates the status quo is fair and impartial -- fabulous for stocks i've been growing more and more concerned with froth especially in the ipo market just look at this beyond meat deal gaining another 1.5% today after its 163% move yesterday. it was up 8 more points than the $66 close. that makes me worried and yes, i am gun shy i mean, come on, the nasdaq has enjoyed six straight weeks of rallies, an extraordinary feat that shows you how enthusiastic people are for this market that's not what you want to see if you're a bull rallies are fueled by septemb skepticism when all the skeptics become believers you start to run out of upside. the froth meter will be tested next week because uber's finally

coming public. people keep asking me what i think the ride sharing cohello suss, what should you do here's what i think. that's actually worrisome. it's not a great sign for the uber deal if lots of ordinary people are being offered stock, even though i want everyone to make money when big institutions believe in an ipo, they try to monopolize or circle it all and there tends not to be much stock left over for individual investors this deal right now, at this moment, is not tight as a drum and you want it to be. so that there's nobody getting stock who's just going to flip it after this spectacular rallies from pinterest, zoom and now beyond meat it feels like that we're coming into this uber deal way too hot. i expect it to price on thursday night for friday morning so be careful. i will give you all week next week i'll give you my wrap on this as best as i can. it's very secret but i'm going

to do whatever i can tell yo how tight it is. on monday morning we get results from tyson foods the gigantic meat and poultry company is now investing in plant-based faux meat alternatives itself and by the way, they have a stake in beyond meat their own fake meat comes out later this year and i think they'll tell us about it at length now, you have to ask yourself, will that put the kibosh on beyond meat? is that why that stock was up really big and closed at its low? you got to remember there's really nothing proprietary about this business. which means there's nothing stopping tyson from flooding the market with a cheaper alternative. that is one of the reasons i've been so concerned about this red hot stock. i'm sure those of you who got a piece think i'm crazy but i fear euphoria and this move is incredibly euphoric when you condition that beyond meat's got really competition in the form of impossible foods, a company that's teamed up with burger king and tyson, which is so big. if you own beyond meat it's time to pull a steve miller here and i don't mean speaking with the

mpompatus of love, i mean taking the money is running you space cowboy you these are different, occidental and pioneer nat, natural resources, occidental is locked in a bidding war with chevron over anadarko. i think occi will get the prize although we got some weird monkey wrench when carl, billionaire carl -- trading, i have no idea of his intentions one of the reasons i think occidental will win the battle with chevron, they bought 10 million smackers from warren buffett at a ridiculous rate they could have gotten much better terms from the mafia. i'm going to give you more on that later little facetious but this was not my kind of story now, buffett's berkshire hathaway holds its annual meeting this weekend and he's speaking with cmc's own becky quick on monday morning. buffett's sunny disposition usually colors the monday session after the weekend

meeting. as a matter of fact we used to joke that it was a great time to sell at the end of the day because he doesn't have a meeting again on tuesday how about pioneer nat. this is an interesting story because i believe that for the right price, ceo scott sheffield would happily sell the business, he left, he retired and he's come back. the problem is there's really not that much a potential acquirer could do to improve things given that pioneer's an incredible operator. why buy it knowing that you can't get any sort of, let's say, synergy out of it or any more than sheffield got. so i don't think pioneer -- i like the stock but i don't think it's going to get a bid. tuesday morning, emerson reports and this is a pure industrial conglomerate that i like very much emerson will tell the tale of the tape ahead of what may be the home stretch in the trade negotiations with china. they have a lot riding on the potential deal because they do a ton of business with the people's republic. i'm expecting a good but not perfect quarter. they are a truly international business we get results from allergen, the beaten down drug company

fresh off a proxy challenge. the ceo triumphed but he can beat the endless sellers who are very worried about the lack of major new drug approvals, not clear and just so you do understand, he's chairman and ceo and appaloosa wanted them separate uh-uh. he gets to stay both the video game stocks got dinged today by a not so hot quarter from blizzard. they don't have enough major new titles in the stable to light a fire under the stock how about ea, which reports tuesday after the close. i think it all comes down to their new battle royale game and i don't know if that will be enough i say don't buy it oh and let's not forget that we hear from lyft which will be really interesting with the uber ipo coming up. the good news when a company comes public the first quarter tends to be very strong. the bad news, unless results are downright incredible, i think your shareholders will sell it to raise money so they can buy uber on wednesday, disney reports i don't expect any fireworks here given the fact they had a gigantic analyst meeting if you haven't bought disney i would wait here as there's

always somebody who will be disappointed by earnings in the wake of a monster run by this one. you want some excitement, at least in my world? you probably may not think it is but i think it's exciting. check out an analyst meeting i'm betting they will try to clear up the palpable sense of disarray that we heard on that earnings conference call we had amd's lisa su on the show and she told us a tremendous story. maybe they'll have more to say in their defense i sure hope so but it's possible amd is eating their lunch. thursday we hear from norwegian cruise lines and i think this is going to be a good one you don't want to get -- let's hope it gets hit ahead of time earlier this week and then you can pull the trigger highly unlikely but i can't count on this buying something this high up even if it's pretty close to perfect but this may be a good one to buy if we get selling earlier in the week. after the close we have the internet companies that dominate housing and restaurants, zillow and yelp zillow's new management.

i think they need one. after spending a lot of time in purgatory yelp seems to be coming back in style friday we hear from viacom with a stock that's been a beast lately i'm betting on a good quarter but that's not why people own it they're hoping for a merger with cbs. in they don't get one, stocks will be left in the waste bin. i expect the earnings will be solid for mera we learned that the ceo has been diagnosed with stage ii pancreatic cancer. orny says he's going to work through the treatment. that's terrific. i wish him all the luck in the world. he's a terrific guy. so let me give you the bottom line we got a runaway freight train of a market right now and i would love to see the darn thing cool off for more than just a session or two it shouldn't be this easy to make money because trust me, periods like this one never last that long and they almost always end badly. jared in kentucky, jared. >> caller: hey, jim, 19-year-old college student calling. >> there you go.

19-year-old college student. who gets to watch tv he's not a cord cutter he's a "mad money" watcher let's go to work. >> caller: my question's about a biomedicine that dropped $50 and it came back to even in the session. is it still a buy right here >> you know, i like that one that one and edwards life sciences are good. there was an analyst who didn't like the biomed. i like the quarter i do prefer edwards more, though, ew i think it's better. phil in pennsylvania >> caller: hey, cramer, big booyah to you. >> right back. >> caller: my question is about cbs corp. after a missed earnings report last night and a scandal with a former ceo and the possible deal with viacom, is this stock still worth looking at >> it sells at eight times earnings, it's not expensive i prefer viacom, its sister company, my charitable trust owns stock in viacom, they report on friday

cbs was fine i don't have a great thesis for it you know, a merger, you probably get 10% gain let's go to mark in pennsylvania >> caller: mahey, jim, thanks fr taking my call from scranton i appreciate the knowledge you impart night after night i'd like to know your thoughts on kraft heinz my time horizon is about ten years, my cost in is $58 a share. i love the dividend but i'm wondering if i should cut my losses at this point and identify another opportunity >> you know, i cannot count on selling it down here i have to believe -- this stock keeps trying to bounce if we can get to up, like, 11 times earnings, in other words let's say the stock goes, i don't know, let's say the stock goes to $40, that's where i would sell it. i don't want you to sell it here where it has got a 5% yield. it feels a lot like dow chemical let's hold on. i'm very concerned that this market is getting frothy i like to see stocks pull back a

bit and stop this endless momentum i know it feels terrific i don't want this to get out of hand "mad money" tonight, borrowing money isn't an art, it's a science. i'll tell you how occidental and tesla experimenting and how about that carl icon and ain't no mountain high enough, ain't no river wide enough to keep portfolio managers from getting to you, babe i'll explain and if you're lucky, maybe even sing, i don't know, while marvin gaye and i have never really been that good it's a company that works with the likes of mondelez, walmart, and beyer. i'll reveal the name when i sit down with the ceo. stake with cramer. >> announcer: 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 1-800-743-cnbc

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borrowing money is not an art. it's a science if you can borrow at 2% with a weak balance sheet or at 8% with a stronger balance sheet, you take the 2%. you don't think twice. we saw something unbelievable this week. vicky howell is effectively borrowing $10 billion from warren buffett with an 8% coupon in order to raise the capital she needs to acquire anadarko. that's staggeringly expensive money. occidental is a major company with a solid balance sheet and the anadarko deal makes a ton of sense. they could do a normal bond offering, get a much lower rate. just look at tesla, which is borrowing $1.6 billion at 2% in the form of convertible bond offered by goldman-sachs, a brokerage firm that rates the stock a sell that's incredibly cheap money given that the benchmark ten year treasury supports a 2.5% yield. from tesla's perspective this is basically free money tesla's also selling 3.1 million

shares at $243 and ceo elon musk has expressed interest in buying $25 million worth. with the stock flying higher after the pricing, this secondary's been a good deal for anyone who participated. unlike the money that occidental is borrowing from warren buffett, tesla's bond market gives them plenty of breathing room so let's puzzle over this one. apparently buffett was willing to give occidental as much as $20 billion at that 8% rate. well, who could blame him? he's getting incredibly favorable terms. 8% is much more than it would cost occi if they went to a bank and asked for a loan, to say nothing of going to an investment bank that sells bonds like tesla did but it turns out that vicky really loves the warren buffett impra mader if you're a shareholder, you should hate this deal. occidental stock pays a very high dividend that yields 5.4% that looks less attractive when you realize buffett's getting 8% and he's getting it above you in the capital structure.

i find it galling. i recognize there was a need for speed, buffett offered instant money which occidental needed. they're competing with chevron, which is a larger company with deeper pockets but exigent circumstances can't possibly justify this move. if occi needs to borrow at 8% maybe it's not worth doing think about it like this if the price of oil does take a header, occidental will be on the hook for a giant shrug of cash and they'll have a much harder time paying that back you don't gamble with the fate of your company. yet i think that's actually what she might be doing here. tesla on the other hand, let's making out like a bandit elon musk may be accused of being some kind of matrix-style computer simulation, but there's no denying that he's structured this deal brilliantly. while h hollow paid up for the prestige of warren buffett, emusk didn't goldman's dissing its own research department to get this done

that's impressive. look, i get that buffett's blessing is definitely worth something. amazon surged $61 today on the news that a portfolio manager at berkshire hathaway actually bought some shares but that's kind of nuts well i've been a big fan of amazon for years, it's madness to bid the stock up 61 bucks because one of warren buffett's employees now likes it too that's the kind of hero worship that gets you in trouble borrowing money should be an economic decision. tesla made the right call, creating a situation where it could borrow at a ridiculously low rate and elon musk deserves our respect for orchestrating this but occidental petroleum's decision to take this $10 billion from buffett, i'm calling it ill advised you could easily get a better deal i hope it works out but as i always tell you, hope should never be part of the equation. stick with cramer.

♪ ain't no mountain high, ain't

no valley low ♪ >> ain't no mountain high enough, ain't no river wide enough to keep portfolio managers from getting to you think about that song whenever you see down and out stocks suddenly starting to rally on seemingly bad news because that's the thesis. if you are anticipating, how long should you wait you're not betting on when the business will bounce back. you're betting on how patient the other money managers are going to be. if there ain't no valley wide enough for some of these bigger dogs, then, well, that's the time frame when you can't game the game, you have to game the players it's the actual turn versus the perception the turn is coming and sometimes the perception turns out to be very long and when a real turn doesn't materialize the overly optimistic bulls then get slaughtered. now, we've seen this play over

and over, this story, you know, you see it in earnings season where it really comes out and i want to take you through some of the highest profile examples including ones we've talked about and one that i got wrong let's start with the one i got wrong. last night we spoke to david, who runs core labs and he told us that it's really just a matter of time before the oil drilling business turns around i had believed that too. seems logical, right oil reserves are finite so if you run an oil company you need to keep drilling or else you're going to run out of crude but core labs and its fellow travelers have been predicting this turn for ages and if you listen to them we've had a suboptimal run and that includes me i got this wrong even as the price of oil has rebounded and anadarko caught a takeover bid, it continued to struggle the thesis was large scale drilling would rebound but crude's back and drilling didn't why not? because the traditional drilling cycle has now changed. the oil companies spent way too

much expanding the production, only to get burned and they've been chastened investors have taken the dollars away from the producers who are willing to spend like crazy, natural clients of core labs and slooumer jer it turns out there is a valley wide enough to keep portfolio managers away from these stocks. yep, it's been a huge and disappointing bust of a noncycle, so what do you do now? if you own the oil service, it's too late to sell normally i tell you to double down at these levels and i'm not going to do that i think the spectacular production growth in the permian basin in texas will keep a lid on oil prices for years, not months, years. which is why the oil futures out five years now trade in the low 50s. $8 to $9 below where crude is trading. that's pretty interesting. how about a more positive example. people have made fortunes betting a turn in the big commodi commodi

commodity semiconductor companies. they're still going south yet if you look at the stocks of the companies that make up this stuff like micron, western digital or the companies that make the equipment for this stuff, they bottomed five months ago. not that long ago i saw an old friend, dan niles, a hedge fund analyst who came on our air and talked how this is happening too far too fast we don't need to game the game we're just gaming the players. whenave gotten ahead of the turn and they're not letting go if you don't own them already, i think the group may be running out of the upside. next up, look at networks, down 10% today after the company gave some lousy guidance last time. what happened was purely cyclical and few gamed it correctly. here's a networking equipment company that's basically making the plumbing for the cloud and last night they hinted there may be a pause in spending for major cloud provider and many analysts thought it was microsoft that's pretty stunning because until last night we didn't know there was a spending cycle for the cloud. this is supposed to be a secular trend, meaning the growth is

staying consistent, no up and down but i think orista is pointing to a pause here. i'm not worried. because earlier this week we had lisa su, the ceo from amd, she's seen no downturn in chips from the dat. bob swan, the ceo of intel saw something similar to orista when he spoke i'm sticking with lisa su. i think the continued upward trend in spending for the cloud is not done. fourth cycle, everyone's waiting for this one, the 5g buildout. now, this next generation wireless technology has arrived, people are buying qualcomm because it was up again today even though qualcomm cautioned now not to anticipate this quickly. they're buying apple in order to play the 5g cycle. let me offer a word of caution last night's sky works solutions report a solid quarter and they talked at length about 5g. 5g is not a magic elixir anymore but it's a valley managers have been able to see through chasing cycles that haven't

begun yet is a high risk activity i'm watched helplessly as the stock of dow chemical flails around because wall street doesn't believe in the plastic cycle. they think it's, like, that. dow is trying to present itself as one of the more secular growers in the year but the crunch in the stock yesterday shows most money managers are not buying into that thesis. the new dow is paving the way for the yield. the highest in the dow jones industrial average i think that's enough reason to stick with until ceo jim fitterling figures it out and it can start going again. but clearly, i am early. i've overanticipated what's the most insidious cycle of all people who try to anticipate a turn in the autos. take that auto cycle people simply aren't buying cars at the pace they used to not in america, not in the rest of the world either, including china. blame it on the cost, the sharing economy. either way, any company that's spent heavily on the auto industry has seen its stock get crushed. any portfolio manager who bet on

a turn in the auto industry had their money get crunched and by the way if you want to see that destruction look at stocks of 3m and dow dupont, the former parent of dow chemical people are now giving up on this one because it's simply been too costly to game the players who are trying to game the auto cycle. here's the bottom line timing isn't easy. if you wait for a particular cycle to turn you'll be too late by the time there's clear evidence you've already missed the move but on the other hand, if you try to move too early, and the cycle doesn't turn, you can end up getting annihilated that's why you need to be very careful before you try to anticipate a turn, but if you get it right the rewards are so bountiful that it's almost worth trying just be sure there is a cycle to be had before you pull the trigger. robert in florida, robert. >> caller: hey, jim, i want to give you a tampa bay booyah. >> really? okay i'll take that booyah any day of the week what's going on? >> caller: i'm calling to ask about crown tassel and the 5g push that they're moving into right now. what do you think? do you like this price >> this is one, okay, we're

talking about the cycle. this is a terrific example of what you should anticipate everyone's going to need more towers for the 5g cycle. i am blessing participating in that particular portion of the cycle. that's a good one. let's go to james in new york. james. >> caller: jim cramer, booyah, my friend. i know it's a day early but may the fourth be with you we enjoy debating what we learn from "mad money" and bring our family oncloser once again. i'm taking profits because it's never wrong, taking profits. earlier this week, you discussed the lack of movement in oil services and financials. >> yes. >> caller: now, oil usually rising through memorial day, summer vacations aren't planned so should i roll profits into oil services and financials? more specifically valero recently hit $92.67 it pulled back 4.5% from that high it's up 90% on the year.

can we expect this $90 stock to follow through to $100 and pass through the 20-day moving average? >> they've raised their dividends to the point where they have a 4% yield and i think this refinery cycle has been very, very tricky, and right now, it is -- if it didn't have that yield, i would say it's too dicey. i think you're going to be fine. it's a well run company and be sure that you know that i love it when families watch together. it is how many families can communicate, younger, you know, people in college with the parents, whatever, younger people, because it's a commonality, particularly if you have, like, say, political leanings that clash, it's a nice place to be, doesn't clash let's go to robert in florida. robert >> caller: hello, jim. >> robert, what's up >> caller: i'm a big fan of you, appreciate all that you do for private investors. >> thank you. >> caller: my question to you is

about a company in the oil service industry, mcdermott international. the stock for the path past two or three quarters has been bumping along on historic lows and after acquiring chicago bridge and iron, the quarterly losses have been consistent. >> right >> caller: i'm looking at positives, though, including a 40% increase in the backlog and from a 10 to a $15 billion justice in one quarter >> right. >> caller: strong institutional position and a good balance sheet. what do you think about the stock? >> not a fan i'm not a fan and we always call that mdr, that's how people joke on wall street cynical. but no, i think that's too dicey and by the way, sir, just so you know, if you look at what happened with floor yesterday, that's why i say it. these companies that do construction and engineering, they are too dicey for this guy. don't try to anticipate a business cycle unless you know that it's a cycle. if it's a noncycle you're going to get burned. much more "mad money" ahead from the corner office to the corner store, i'm talking with a company bringing a.i. from wall

street to main street. really focused on business processing then, as corporations look to secure their data, could an under the radar cybersecurity play be the way to play? i love that sector i'll reveal it when we turn in tonight's homework rapid fire in tonight's edition of the lightning round so stay with cramer.

what do you do when a company reports a seemingly good quarter but its stock doesn't react the way you thought it would? take genpak, a company spun off from ge back in 2005, i remember when it was, later went public in 2007. they provide outsourcing, information technology services to more than 800 clients they reported a seemingly strong quarter, a 3 cent earnings beat, higher than expected sales, up 17%, yet after opening strong the stock was 4% to a new all-time high, it slid back clo closing up just 1% the stock had been red hot going into the quarter and had already rallied more than 30% so it was inevitable that investors would sell the news. but do not take it from me

let's check in with tiger, the president and ceo of genpact tiger, welcome to "mad money." >> jim, thank you so much. >> have a seat i think your company's fascinating because i've always watched. i like professional racing let's use the case of virgin and i try to figure out when do they know, like, the battery's going to die and they know it because you do predictive software >> oh, yeah. we sit behind the scenes, we're not there. and we not only do predictive software that takes the information from the cargo b but also the weather because depending on humidity and temperature the battery could decay faster and the driver, if the driver uses the brakes too often, the battery will die. i've seen a race where the car stops with the finish line just there. how tragic is that >> i know. no one would know other than you guys i was looking over the data that you gave me. one of the things i thought was fascinating, artificial intelligence has a bias? how is that possible how could it be rigged -- how

could it have a bias >> jim, it's artificial, which means it's based on our intelligence and it's based on the data that you feed it. >> okay. >> so if you take five years of data that is -- that has a bias in it, so let's take the example of, in the lending environment, let's say someone has had a bias in lending, you take all that data, you feed it in, the machine continues to do what you were doing so that bias continues. >> so you catch the bias >> no, so, you need to understand what are the biases that could be there in the past data and then you say, i want to remove that bias so, you have to then introduce rules over and above existing data to actually change the bias if you allow regular a.i. to work on old data, you'll get the new is equal to the old. >> i find that fascinating because we all kind of presume that a.i. cleans up everything you do some great stuff for mondelez they reported a very good quarter this week. it's also predictive >> yeah, what we do for mondelez is actually very interesting we do a lot of work in your

finance and accounting group and think about a group of people who are doing analysis to actually say, here's the trend line of sales, here's the trend line of price and here's the trend line of cost you can actually introduce, again, a.i. machine learning and automate all of that but what that does is it allows people to actually then spend more time to understand why, what is happening here, what do i do a lot of people today in companies spend time preparing the data and spend too little time deciding so what should i do what a.i. and machine learning can do, which is why we think about humans and machines working together, is that the machine can do all of that and say, here's the prediction and then the human says, since i know that's the prediction, here's what i'm going to do to prevent that from happening. >> so you also still, spun off by ge, you do a lot of ge work is it this kind of finance business and how do you fend off others workday would like to get into some of your stuff for hr and finance. i'm trying to figure out where you win, head to head, against some of the companies we have

on >> actually, workday is a great company. we do not do hr. >> okay. >> and we actually partner with workday to use their technology to actually provide hr services if we have to. we don't know much about hr but we partner with s.a.p. and oracle we use other people's technology to provide the services and provide tools that sit on top of that technology, which is our a.i. and machine learning because the reality is the world of digital allows you to go into different technologies, bring the data up, and then provide the predictive analytics that then people can decide what to do >> when you -- let's say in the example of when you work with walmart, great client. consumer pac company may own walmart is million dollars and money goes back and forth and without you, it literally is just, well, let's give them a million while we're waiting for their million and you guys can match up the flows >> well, we could, but really, that's currently not what we do. what we do is actually focus a

lot on paying walmart's suppliers. >> okay. >> and in that process, what you really want to achieve is how do you get that payment out of the door exactly on time >> right >> so you -- >> you don't want to pay too much but you have to pay exactly on time but you also can't make mistakes and if you do that right and remember, these are so many transactions, more than a million, two million transactions and if you do that right, the supplier is thrilled, walmart is extremely thrilled, the supplier then supplies on time and the consumer, you and i, can always find the stock on the shelf. >> million, million, you guys find out a way to recognize this and call it even >> that's right. >> that's hard >> it requires intelligence in the middle and that intelligence, you can build over time using machine learning. so, we are on that journey with walmart, we are on that journey with walmart's, for example, mondelez, with a customer of walmart and so on. >> and then finally, for bridgewater which is a company we know well you do some parts of hr but it's corporate shared services and

again, i mean, these are hard things for us to understand but you do them well and your getting that business. how do you get that kind of business how do people find out about genpact. >> to start with shotghaving gru with an iconic firm when it was lean and six sigma and jack welch was driving it, we grew up at that time and when we spun off, we said, let's hold on to that and use it so we are deep in six sigma, deep in process and we really understand the industries that we serve so that's one way we get calls. the other is our net promoter call our clients love us, jim, so clients pick up the phone and say, talk to these guys and then we have to earn our stripes with the new client, no question. so to some extent we are a big believer in reputation that's all that matters to us and we measure that through net probable scope >> you've got great lifelong clients that love you and you have a great niche that's tiger, ceo of genpact thank you so much and it was a

good quarter, i know >> thank you, jim. thank you. that handles anything. [ crowd cheering ] that protects what's important. and reaches everywhere. this is beyond wifi. this is xfi. weveryone, looknk isn'tat your phones. the design thinking, the digital engineering, security, blockchain, and we will be first to market! yes. when we do we launch? unfortunately, in 2 or 3, hours. why the delay? cognizant is helping banks use digital technologies at scale to advance speed to market.

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>> it is time. it is time for the lightning round. and then the lightning round is over are you ready? time for the lightning round paul in texas. paul. >> caller: booyah, jim >> booyah. >> caller: my stock is the interpublic group of companies, ipg. >> very inexpensive advertising stock, i'm not going to say pull the trigger but it is inexpensive. matt in new jersey. >> caller: it's an honor to speak to you >> same. >> caller: i'm a first-time caller, long-time listener and i want to personally thank you for all you do on passing along all your knowledge to us >> do my best. >> caller: and i hope you never retire because cramerica needs you. >> i won't my wife's in china, it's okay. >> caller: i'm going to have my 10-year-old son come on to give you the stock. >> booyah, jim, what is your long-term view on f.u.n.

>> this young one likes yields, so i do i think it's great better than six flags. i love the kids. dan in florida, dan. >> caller: hey, professor, big booyah to you from the space coast of florida how are you. >> oh, man, my buddy's in melbourne right now. >> caller: my wife hannah and i watch you every night and our stock is nestera >> you got to go with nextera. it's a growth utility, there are very few in the whole country and you've got one buy, buy, buy. dave in new jersey. >> caller: hey, jim, bababoy i got a question for you what do you think of cisco food services >> i like both ciscos, candidly. very good company. as a matter of fact, you know what this is a one that i would buy right here i would buy cisco right here let's go to william in tennessee. william.

>> caller: booyah from nashville, tennessee, jim. >> nashville, so much fun. >> caller: long time listener, first time caller and i want to thank you ask your staff were all you do i'm focused long-term and want to get your thoughts on a company that they're good at sponsoring golf tournaments but could they also lift my portfolio. waste management >> oh, man, short-term and long-term, buy they're doing well, they had a good quarter a guy who downgraded recently. let's go to will in ohio >> caller: hey, pretty good, jim. >> what's happening. >> caller: i have a question about -- i'm a first time listener of "mad money," watching my "mad money" portfolio grow listen to your podcast every day. >> thank you. >> caller: on the way home from work >> there you go. >> caller: visa, i bought it at about $140 how much growth do you think you have >> i think that stock has a very long growth path remember it's still paper to plastic. what a business model. don't forget mastercard. that's a terrific one too. we're not done we need to go to landon in

kansas >> caller: hey, jim, i'm a finance student at kent state and i recently pitched synnex in a competition. >> i think it's an interesting idea very good idea let's go to casey in georgia >> caller: hey, jim, booyah from atlanta, georgia >> all right. >> caller: get your perspective on you a basubiquity networks. they announced earnings next week >> that's tough, it's up 70% i cannot opine on that one all i can say is that don't buy. that's the conclusion of the lightning round. >> announcer: the lightning round is sponsored by td ameritrade ♪

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life. to the fullest. you know me, whenever i get a call about a stock that i'm not familiar with or maybe that i just haven't followed that closely, i always tell you the truth and promise to circle back later after doing more homework and because this is the most

interactive show on television, at least according to me, we have a real backlog of questions. so let's do some spring cleaning on january 31st, chuck in massachusetts asked me about rapid 7 and i said i needed to do more research before i could give you a considered opinion. rapid 7 is a cybersecurity play. their software handles analytics and automation with a very particular spin. this business is all about the rapidly growing field of security operations. the idea is that companies are trying to realign their cybersecurity information technology and development teams so that better security practices become baked into the day-to-day routine i don't know about you, but i could use that now we know that cybersecurity is one of the great secular growth stories of our time and i've been recommending a bunch of them and i'm kicking myself for not jumping in on this rapid 7 stock has rallied 37% since chuck asked me about it roughly 3 months ago the company reported a better than expected quarter with terrific guidance. their sales are growing nicely

and this year, they finally expect to turn a profit. that's allowed the stock to levitate pretty consistently over the past few months then last night the story got even better. rapid 7 reported fantastic first quarter results, blowing the estimates out of the water not only the did management deliver surprise profit, they earned 2 cents per share and they raised their four year so that's terrific for their sales. but there was one major piece of hair on this thing, while the four year guidance was excellent, the guidance for the next quarter was not so hot. that's why rapid 7 stock fell slightly today down just under 1% so what are we going to do with this one? are we too late? have we missed the big money i'll say this. if you buy rapid 7 up here it sure feels like you're chasing and you know i don't like to chase. stock trades around ten times sales, here we go again with the sales, not earnings, that's very expensive and even for a company with 37% revenue growth. the stock is too hot for this guy. if you want to buy rapid 7, i

recommend waiting for a pullback so you can get in at a lower price. too expensive for me next up on february 28th, robert in new york asked me about one that i just didn't -- don't believe i was stumped. ingn this is a medical technology company that makes portable oxygen concentrators that are used by patients with long-term respiratory conditions if you had trouble breathing you either needed a big stationary oxygen contincentrator or a big cumbersome cylinder that's very heavy. inogen concentrates the air around the patient to give you a single source of supplemental oxygen that you can take anywhere and it weighs less than 3 pounds with up to 4.7 hours of battery life you don't need to lug around a big tank full of compressed gas because inogen's technology relies on oxygen already in the air. i think this is a clever concept. you may have seen it company's had a lot of success

this is one of those stocks that broke down during the fourth quarter, bear market, never really came back why not? because when inogen reported in february, the numbers were confusing. company reported big top and bottom line beat but their business to business sales were weaker than wall street expected and they left their forecast for 2019 largely unchanged sensing this year might be worse than expected. the stock got clobbered on the news and since then it's trended lower although today it shows signs of life, up 4% but man inogen reports again next tuesday and this is the kind o beaten down stock that could really roar if the numbers are strong we know business is good it's just not as good as the bulls had hoped. the thing this is, inogen doesn't trade like it's priced for perfection it trades like it's priced for failure. this is a 287 stock last summer. but if you're willing to speculate with your discretionary "mad money" portfolio, you have my blessing to put on a small position before they report on tuesday, only a small position but

typically i would not do that but i'm fascinated by the company. finally on march 7, nick in connecticut called about one that i like, epam systems. what do these guys do? they provide software product development and platform engineering services to large companies all over the world in other words, they help other businesses with every aspect of their software development process. now i recommend epam as part of a homework segment 11 months ago and while the stock has fallen off my radar screen since then it's been a monster, up 43% although it's flatlined -- flattened off since nick asked me about it two months ago i still think this is an excellent company with a great story, they're a software engineer's software engineer which is how they've been able to deliver a growth rate the last four years and that's sensational but their stock has been stumpfuch a strong pfrper i am concerned this one's unlike inogen, priced

for a little perfection here when a stock is run going into the quarter that's a recipe for disappointment still i do like epam a lot if you want to own this one, let's hope the company reports a strong quarter next week but the symptom gets hit anyway based on profit taking and that is when you want to pounce interesting companies this time. stick with cramer. what's a target date fund?

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look, it was an extraordinary day today but you know what didn't happen? a rally in healthcare. people keep thinking, you know what, this group has to go down. at a certain point, as i said earlier this week, we will get a rip snorting rally i don't want you to give up on stocks like eli lilly. they've gotten very cheap versus the rest of the market remember what happened with the bank stocks when they got very cheap? you had to start buying. so, don't give up on a group that i know is very, very popular among so many of you because it will come back. they will come back. i like to say there's sauls a buck market somewhere. i will find it right here for you on "mad money.

i'm jim cramer and i will see you monday >> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ who feels she has a way to find love easier and faster. ♪ my name is val brennan, and i'm cofounder of three day rule. we're requesting $200,000 in exchange for 10% equity in our company. now, we are changing

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