me he's 5 years old and watches the show hello, caden how are you doing. 5, go figure mckesson, mck, we mentioned that the other day and you see the tnkings release, melissa lee? >>has for watching my mission is simple, to make you money i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to make you some money. my job is not just to entertain, but to educate, teach, put it in context. call me at 1-800-743-cnbc. or tweet me @jimcramer one of my absolute favorite ways to pick winning stocks is to wait for a truly ugly session, i mean, a real bruiser, and see what's still hanging in there.

a real bruiser like we had this very morning before the president bailed us out, saying the chinese were making nice ahead of the midnight deadline ahead of his tariff increases. the dow only closing off 139%. the nasdaq seeing .41% now six hours from now, cinderella-like, we will have that tariff decision, and just now we got the pricing for the gigantic uber deal $45. smack in the middle of the range. these are the bookends to which i am calling hell week if you didn't know better, there was barely any sturm und drang about either when you look at the close. but this morning, this morning it was just hideous. >> sell, sell, sell, sell, sell, sell, sell, sell, sell >> and sometimes a hideous tape is exactly what you need to identify the best winners. there are very few of them, but they pop out at you. remember earlier this hell week, i predicted we could have an across-the-board sell-off because of the one-two punch from the higher tariffs and of course the uber deal, because

the uber deal sucked up so much capital from other stocks. i told you the first day would be the worst, but the second day would allow some of the safety stocks, the products or the and pep sis. that all happened. the third day, whoa, the third day, is when the buyers show their true colors, when a sell-off goes into its third day, the buyers just stand there and absorb the market's body blows, and then stocks start rallying like nobody's business, just a handful and that's what we saw from the morning right through the afternoon. the buyers simply couldn't be kept down from a handful of stocks even more remarkable, these buyers really won't let their favorite stocks stay down. they walked them up with aplomb, and i would even say arrogance the buyers have gone full honey badger we've had the biggest decline since the bottom of december honey badger don't care. the decline lasted for six days. the honey badger don't care. they parked themselves in their favorite stocks and refused to budge. by the way, this is a time-honored strategy. i've seen it time and again.

it's like putting out a sign that says stay away. we're not letting you take these stocks downey way. let me walk through the names that would not quit, one by one, even as the market kept sinking. first there is the cloud kings, all up for no particular reason other than the pattern i've i'd p identified for years they pressure those stocks up with the needless concentrated arrogant buying. it's like a bayonet charge into the guns of the sellers. and you know what? it works in particular, the buyers charged into three today they charged into servicenow, workday and splunk they're regarded as secular growth stories that won't be hurt by the trade war with china. that's why these cloud stocks are immune it's why they're up so big even when the dow was down 400 points before the beautiful letter. buyers don't believe they'll

stop gaining customers just because of trade turmoil servicenow brings up resources so employees can pend more time with customers clients use their platform to onboard new workers. basically, servicenow lets you eliminate nonrevenue generating jobs, which is a pure productivity enhancer. ♪ hallelujah work day does the same thing for human reservices, payroll and solutions to higher education issues work day is one of the few enterprises out there trying to push the costs of tuition lower, although obviously fighting a losing battle. again, the story is all about productivity if you can automate these jobs, your enterprise saves a lot of money. you can spend it on revenue generating employees, or just for the bottom line. then there is splunk, the data analytics play with the security kicker splunk is beloved because it lets them harness a treasure trove of machine data that they otherwise wouldn't be able to do anything with.

we've invite these companies over and over and again because they're cloud-based titans with no peers i found them on days like today because they kept saying up there. more importantly, wall street is full of believers. people believe in their stocks and will buy them into any market weakness like they did today. they're like stonewalls in the midst of intense interstitial fire they have no meaningful chinese exposure and if the global economy slows down, these companies will probably go even faster the next stock that continues to defy gravity, roku this is a company with hardware and software that makes it possible to stream online video on your tv it's the best way to play the platforms that so many companies are offering it's one of the best plays on cord cutting out there roku used to be mostly a gadget maker, but their technology now goes inside the tv and lets you stream directly. allows tv advertisers to reach online viewers now a lot of people have been

making heavy bets against this company. >> sell, sell, sell, sell, sell, sell, sell, sell, sell >> presuming it's just a matter of time before someone like amazon builds a better mousetrap. 10% sold, sure but roku seems to get stronger and stronger every time a disney or viacom or cbs offers something outside of the cable universe that's why the stock could rocket up 18 points on a hideous day, thanks to much better than expected earnings. ♪ hallelujah finally there is t-mobile. now this stock has become a common green sighting in a sea of red, in part because if the sprint deal falls apart, remember, t-mobile is trying to merge with sprint so they'll have more firepower to tick on at&t and verizon well, the thinking is that t-mobile stock will be able to zoom on its own because the company is taking so much share. i think it's true. even as it tries to conduct the game-changing merger, t-mobile hasn't skipped a beat through the whole process. i can't say the same for sprint, which seems to be a slow motion train wreck.

so the next time we get hit with a brutal market wide sell-off, remember that even huge down days have their uses if you're going pick individual stocks, you need know what to buy when the averages are getting hammered normally like to start with the bottom-up analysis, look agent the fundamentals of individual companies to identify great investments that can withstand a downturn but on a day like today, you shouldn't do that. on a day like today, the market is going to tell you what's worth examining. right now that's servicenow, workday, splunk, t-mobile. we know the causes of hell week. the tariff increases scheduled for midnight tonight and the gigantic uber ipo that just priced in the middle of the range. but the great thing about today's list of winners, if they can survive hell week, well, they can survive just about anything i want to go to mike in california, please mike >> caller: hey, jim. bodacious boo-yahs to you. enjoy your show and your teachings. >> oh, thank you very much what's going on? >> caller: hey, with the influx

of recent ipos, i wanted to ask you a question what's your take on silk road medical, ticker symbol s si s-i-l-k. >> we thought it sounded like a very interesting speck these things, this is the carotid artery one i don't have to understand some of them blew up tonight. you have to recognize that it can be a blowup, but that was one that we deemed correct and okay for speculation how about richard in new york? richard? >> richard >> caller: hey, jim. i wanted to get your opinion on conocophillips the stock seems stuck in the low 60s and was wondering if it's a buy here and where do you see it going? >> conoco is a very good company. a lot of people feel like it's the best target. i don't think so at 70 billion i am not recommending really many oil stocks. we got very lucky for actionalerts.com club because we

owned anadarko i don't want to look back. whoa, enough joe? >> caller: hi, jim i want to ask you about to you a couple of days ago they reduced their earnings they had a slight earnings beat but their q2 and full guidance were below. >> yeah, i know. >> caller: since that release, the stock has dropped about 30%. and you had their ceo on the show a couple of weeks ago, and i'd like to know your feelings on the stock at these levels >> i was actually quite shocked that it wasn't a stronger quarter. i was talking about them and cheg their loss is still going up i thought that the revenue would be fine, but revenue inline wasn't enough. it's moved to door and now it's corrected. but that kind of correction, penalty box for full quarter derek in ohio, derek >> caller: hey, jim. how are you doing? a. doing good how you? >> caller: i am pretty good. i'm calling in with a question

about dana incorporated. >> right >> caller: in q1, they reported record sales and income from $10 million from q1 mainly due to one-time acquisition costs with record results for 2018, positive guidance still for 2019, and increase emphasis on truck production from some of their largest customers like ford and gm, i expect stock prices to rise after the earnings call. since the call, the stock price has declined even before trump's tweets about china trade so my question is what is your opinion on the stock and what else could be causing this >> honestly, i don't want to recommend anything that comes even near trucks or cars except for ford because ford's rationalizing. but anything that may have any sort of exposure to autos is just being viewed right now as not worth owning i'm sticking by ford because of what they're doing in terms of making so it they're more profitable if you can survive hell week

like we've just been having, well, you know what? you can survive anything and now we know which stocks did just that. and here they are. on "mad money" tonight, who is the upper hand in the trade debate i'm giving my take after this week'saction then, when the market is vulnerable to a tweet, what should we be looking at in this market when deciding whether to stay and go. and xe's stock is dropping its earnings, but did the company's ceo drop a strong report i'm talking to the ceo so stay with cramer. don't miss a second of "mad money. follow at@jim cramer have a question? tweet cramer, #madtweets send jim an email at madmoney@cnbc.com. or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com.

what's a target date fund? what's a hedge fund? a mutual fund? an index fund? what should i ask my investment professional? how do i know if they're even legit? edgar? who's edgar? how do i read a 10-k? what about fees? what's an etf? 529 plan? 401(k)? how do we plan for retirement? where do i start? empower yourself with the free tools and resources on investor.gov. before you invest, investor.gov. on investor.gov. ♪ ♪ at comcast, we didn't build the nation's largest gig-speed network just to make businesses run faster. we built it to help them go beyond. because beyond risk... welcome to the neighborhood, guys. thank you. there is reward. beyond the classroom... there is inspiration. ♪ ♪

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listen to your mom, knuckleheads. hand em over. hand what over? video games, whatever you got. let's go. you can watch videos of people playing video games in the morning. is that everything? i can see who's online. i'm gonna sweep the sofa fort. well, look what i found. take control of your wifi with xfinity xfi. let's roll! now that's simple, easy, awesome. xfinity xfi gives you the speed, coverage and control you need. manage your wifi network from anywhere when you download the xfi app today. ♪ last night president trump unveiled what i'm calling the panama city idea, the idea that we should welcome tariffs against china, because the

chinese are the ones who pay them the whole theory fuel feels a more than orwellian to me. it's not true. americans pay these taxes. we've been living in a post truth world for a long time now. the president believes we can simply stop doing business with china because he has a beyond thunderdome approach to negotiations the chinese broke the deal now they have the face the wheel. two countries enter. one country leaves given that president xi turned around and sent him a beautiful letter, there is a real possibility the strategy will work he is playing xi for the fool. don't feel bad for xi. everything plays the fool. sometimes maybe factual, maybe cruel. even if we don't get a deal, trump says he has an excellent alternative. i want to walk you through the four tenets of the panama city doctrine, named that way because he laid it out in panama city, florida, one of my absolutely favorite beaches with fabulous white sand you can't understand the

situation unless you know where the suspect coming from. first and foremost, a little over a year ago trump gave business some huge tax breaks. unlike his predecessors, he doesn't care about american business interests that want to sell more stuff into china every other president catered though to these companies. he vows it as a major geopolitical rival and doesn't want to give them more commerce than they already have he is thinking these are the '50s third, he wants to make it harder for companies to manufacture -- than companies shift their manufacturing to anywhere else on earth there are plenty countries with lower wages than china you can make them cheap were the same quality and faster. as national treasurer fund cotold us earlier this week. fourth, the people who actually pay the price of the tariffs, consumers, have already made up their mind about trump either they love him or they

hate him as long as his base still loves him, he doesn't care what anyone else thinks, and his base is never going to punish him for being too tough on china in many cases they even believe him when he says the chinese pay the tariffs. you got to admit he has mastered the form fifth, the president knows our economy is service-oriented. when they retaliate with tariffs of their own, it simply can't hurt us very much, right since he is not trying to help the chinese communist party save face, he wants to rip their faces off, to the delight of the base even if they send beautiful letters, what exactly does that mean is the president talking about penmanship either way, anyone who really gets hurt by the tariffs, like the farmers, they get bailed out by the government. they send them a check and if this turns out this is an escalation in the trade war really does hurt our stock market, well, he is going to find a way to bail the stock market out today

when the dow is down 440 points today, the ugly moment in the year, trump came out and talked about the beautiful letter corollary to his panama city doctrine sure enough, the market came roaring back if we keep getting hit, i think he'll give tariff exemptions to any company that agrees to move their business away from china ms. company knows that is in the crosshairs, their stocks have near the 52-week high. so ooh how bad can they be i wonder if he has someone scrutinizing the new high list put it all together, and the president said a lot of things about trade that are factually incorrect, i think he has the upper hand and the chinese will be forced to make a deal on his terms. why? because trump doesn't care if we stop trading with china entirely he wants that. he believes they pay the costs of the tariffs and his base believes him you know what? that's better than any brainwashing the communist party has been able to come up with. they're coming up with a better one. in short, trump's surreal

fanciful vision is stronger than china's surreal fanciful vision. maybe that's all that matters. stick with cramer. coming up, brooklyn is in the house. cramer visits the headquarters of etsy and the ceo has a lot the say on the future of ecommerce. >> almost everything can be personalized or customized just for you. >> "mad money" will be right back

♪ it's become an unbelievably topsy turvy market, one where we get crushed by a presidential tweet about tariffs. and when stocks get hit again, we bounce back from our lows after trump tells us he got a beautiful letter from chinese president xi jinping, indicating there is a real chance of a

deal besides speculating about what is going on in washington and beijing, how can you get a more empirical speculation? you look at the charts tonight we're goingoff the charts with the help of carolyn boroden. she happens to be my colleague at real money.com. to get a better read on this market about six weeks ago she told us the market had more upside, but you needed to start looking for danger signs, and i think it's safe the say the danger has arrived. so let's start by taking a look at the weekly chart of the s&p 500. this is starting to feel worry some for boroden why? because she is watching high to high cycles. at the top you'll see the numbers of weeks between prior highs. a lot of them seem to fail somewhere between 31 and 36 weeks. why does that matter markets have a habit of repeating themselves the idea is called symmetry. this market made its latest high

on friday, 32 weeks. in short, if you were worried that we would have a symmetry-based peak with the market selling off after a big run, this is when her methodology says should it happen she has looked at previous and what she has noticed is there a whole confluence due this month. that's why she is throwing up a caution flag boroden thinks we might geta deep downside correction, even deeper than we already experienced during hell week now let's take a look at the s&p daily chart. if you remember the last time we checked in with her, she told us to watch a very particular signal, which she often uses as her trigger, because it's a good gauge of when you need to buy or sell she always keeps an eye on the five-day exponential moving average and the 13-day exponential moving average when the five-day crosses below the 13-day, it means the short-term trajectory has gotten worse than the medium term trajectory, there we go, and that's when she wants to sell.

the problem, this bearish moving average crossover a couple of days ago now that's what we're dealing with you can see, right it's not too hard to see how reliable is the trigger? the last time we got a bullish crossover with the five-day went above the 13-day was on march 2 12th terrific time to buy the s&p she gave us that now it's telling her this market is vulnerable to a deeper correction we get a meaningful bounce and the average goes back above the 13-day, right? if you get -- you'll see that pass if you see that go back up well, that will paint a much more positive picture, and you might want the start buying again. so these things can flip but it's important to point out what a great indicator that has been, as you can see every single time. wow. so good. then to watch on the way down, assuming we keep going down, she keeps it important to keep eye on the timing. like the time symmetry we saw in

the weekly we'll start with price when she talks about price symmetry, she means that swings in a particular surt often tend to be roughly similar in size. these those? again, we don't know why this is the case it sounds like something a little kid would come up, but it works. she wouldn't pay attention to it if it didn't have some kind of payoff, right? maybe it captures something about the underlying supply and demand, or maybe investors are hurt animals and the hurt has the mind of a child. since the s&p bottomed in december, the largest decline was for $94.61 the most recent decline in the lows was $91.53, which is very similar. when we got hit earlier today, we made some new intra-day lows. we were down roughly 117 points, okay, from the last high now if we stayed at those levels, boroden would be very, very worried at those levels the symmetry was broken and looked like the s&p was experiencing its largest

decline since the bottom in december, and that would have been ominous however, once we heard about president xi's beautiful letter, and trump started making encouraging noises about the trade talks -- no, he is not a fibonacci, just typing -- the markets rebounded dramatically as far as the fibonacci queen is concerned, the pattern is still broken there is no fixing it, even with the beautiful letter even worse, she watches the x axis, the s&p's daily chart, and time is not on your side there either since the bottom of december, every decline has lasted two to four trading days. with get hit and bounce back and the rally resumes. as of today we've broken that time symmetry because this downdraft has lasted for six trading days that's different look at this man. so what does it mean okay we have a series of short dips since we recovered from the meltdown in december basically the scale and durations of the current decline, boroden believes maybe

we're not dealing with another dip. it's worse than that how does she look at this market she is seeing serious warning signs. although we have already gotten clobbered, she wouldn't be surprised if we got hit with a deeper decline bottom line, even with the rebound, the charts as interpreted by carolyn borodened who w.h.o. had been very bullish is suggesting you need to be very careful even after this move down, because like mr. t in the famous rocky 3, her prediction is pain hey, how about steve in south carolina steve? >> caller: hey, jim? >> yes >> caller: i'm an old-timer from charleston, south carolina area. >> all right buddy, what's up >> caller: well, a long time, first time caller. all the way back to good old days with mark haines. >> oh, man 1998 was the first time i was ever with mark what's going on? >> caller: yeah, i'm an old guy. so i remember all that. >> all right >> caller: hey, jim, you have a often advised to hold some form

of gold in a portfolio, which i have done. >> right >> and president trump has tweeted late they the country maybe should go back to the gold standard. >> yeah. >> caller: what is your valued opinion of what impact that would have to the price of gold. >> it would send it screaming. now remember, we're in gold because we feel like that we're in uncertain times and it's insurance. that would be more than insurance that would be like jet propulsion the president -- he's kind of a mercurial fellow, and i don't know how much he really wants to go to gold but let's just keep it for insurance anyway okay let's go to busa in texas. busa >> caller: hey, jim. thanks for taking my call. >> no problem. >> caller: i just wanted to call in and check with you. what do you feel about the stock nio, spelled n-i-on-i-o. >> yeah. >> caller: because the u.s./china conflict going on currently, it's been a roller coaster ride

it's peaked at 10 or $11. >> right it peaked when the stock -- when "60 minutes" featured it i mean, look, it's a $4 stock. it's a decent spec, but, look, remember, the only chinese stocks i'm recommending are alibaba and sometimes baidu. alibaba is good. sure, we rebounded from the lows today. but the charts, what the charts suggest you still need to be very careful here. and that's from someone who was bullish all the way up and hazy that's plenty of feign queer not careful. much more ahead including my interview with etsy. and looking for a stock that can withstand the whipsaw action in this market? i'll find out if the ole valiant could be the right prescription. and the "lightning round." so stay with cramer.

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what just happened to the stock of etsy? it saw its stock get hammered today, down nearly 11% etsy has been one of our favorite stock for ages and a huge win. >> up 588%, since i started recommending it three years ago at less than 9 bucks so why did the stock get pole axed today last night just as the company was celebrating the two-year anniversary of ceo josh silverman's arrival, an imperfect quarter. it wasn't bad by any stretch of

the imagination. the company delivered a tiny revenue miss i thought a lot was just currency coupled with a gigantic earnings beat. wall street was only looking for 14 cents plus management raised the four-year forecast the problem? eltsy stock had run up dramatically going into the quarter and investigators had gotten use to perfection here. this was the first revenue miss since the beginning of 2017. after today it might be worth buying do. not take it from me. earlier today we had a chance to talk with josh silverman, the president and ceo of etsy at the company's headquarters take a look. >> you just reported a remarkable quarter which showed amazes growth among sellers, which is what you want how did you get such good numbers? >> revenue was up 40%, and adjusted ebitda was 29%. it was a great quarter it's continued execution making the product better and continuing to do a good job marketing it >> i know the stock is down. but if you look at the march investment day, you did considerably better than what you thought you were going to do in march >> yeah, q1 started out a little

rocky, as we said, and then ended really strong, and we raised guidance. with efeel really good about the start that we're off to. >> let's talk big picture. i remember etsy where if it was coming up mother's day, there would be a sign, don't forget mother's day mother's day is not an international concept, but 38% of the business is now international. people have to understand that you are a world marketplace for people making things in their kitchen. >> yeah. that's absolutely right. in fact, our international growth numbers were the strongest we posted in quite some time. international is doing great and both the uk and germany are now more than 50% domestic trade. so both of those markets have become independent two-sided marketplaces >> yoouch had a remarkable -- created a remarkable resurgence among something that was lost before the industrial revolution time, which you have individuals, particularly women, making things and selling them that paradigm worldwide? >> yes, absolutely so in a world where automation is changing the nature of work, we don't think it's immigration

or trade that's really causing economic stress. it's automation. we produce more things in the united states now than we ever did. it's just robots doing most of the work and creativity can't be automated. so the idea that you can take your creative passion and turn that into a business which you run from your living room and sell all around the world is amazing. so 87% of our sellers are women. 90% of them runa business from home and they're able to sell all around the world. >> that's amazing. and i love the quote that you gave, that you do not envy someone who sells products that carry a bar code >> yeah. if you're selling something that's sold in a bunch of other place, you're competing with amazon, and it's all about who can sell it cheaper and shift ifft faster. >> we sure don't want that to me, your demand constrain, which is amazing while supply. too many people come to the site. >> we've got a wonderful community of amazing sellers selling unique items that are

hand crafted, made just for you. and that's something you can't find anywhere else >> i was looking at the site yesterday for "game of thrones." there are 200 pages. you scroll down to tend there is great oncies what a place to do "game of thrones. >> it's amazing. home furnishings is one of our top categories we have 200,000 coasters for sale if you stood in the middle of michigan stadium, every seat could be filled with two sets of coasters that's how much inventory there is available on etsy. >> i think what people should know what you do for small business we have a restaurant right down the block, the legal longshoreman we needed aprons for our staff what we did is have a two-way dialogue with a woman who makes aprons in the united kingdom, and this two-way dialogue, this seller to buyer, which is not possible in the mall breeds extraordinary sales. >> absolutely. so one of the things we're really doing is amping up the human connections onnette it is. one of the great things is you're buying from another

person and in a world that feels more automated and mechanized, drones are going to be dropping things off, here is a chance to connect with the actual person that is making your product, which feels good, but it also means that almost everything can be personalized or customized just for you. >> it's very empowering for both sides. >> yeah, it really is. >> now you are right at the top talking about happen you're doing with carbon emissions. why is that so important at the top of your presentation >> yeah, you know, we're really proud to lead from the front and we're the first global ecommerce company that is entirely zero carbon emissions so we've always been focused on our office space and our servers, powering those with renewable energy but we just announced that we're offsetting all of the carbon from the shipping when a seller ships to a buyer, and we're doing it for less than a penny a package. >> wow. >> and etsy is taking that cost. we're not passing it along to the sellers or the buyers. and we think it's a trend that everyone should be following it's amazingly affordable

actually, and i hope that all of the other ecommerce ceos also investigate this because i think they're going see that it's really affordable. and our customers love it. we're seeing increases in conversion rate which make it good for business. >> another thing that i find interesting is we often, often get caught up in the idea of particularly millennials that everything ends in a landfill. but i don't think anything you make from a person is landfill destined >> no. our sellers work really hard to try to recycle things. and the things that you buy on etsy are the things you care about. they're your new favorites they're your belongings, not just stuff in fact, we just launched a television campaign. the essence of which is don't fill your life with stuff. buy fewer things, but things you really care about. and etsy is the place to go to buy things you really care about. >> i need to worry a little bit about the analyst community. people are saying jim, you lovettsy so much because you're from brooklyn and you like josh. well, that's not true. good customers

i like the business model. what do you think that the community of analysts got wrong that the stock could be so heavily hit, even though you telegraphed everything >> you know we thought it was a great quarter. and not my job to try to get inside the minds of every single shareholder. >> right. >> we just got to keep putting up good numbers. we feel good about q1. we delivered a strong quarter and we raised our guidance >> talk about the journey. it's been two years. it's been a remarkable turnaround you really have made so it that the friction is reduced dramatically for the 89% of the women who are at home in a single -- offering a single product. that who we've used every time we've been on etsy it's been a pretty smooth ride smoother than i thought because of the way you involve your team. >> yeah. i mean, i'm so proud of the team so it was my two-year anniversary last year, and the team has done an amazing job coming together and really continuing to execute. they bring their a game every

day. because you know what? our sellers have to bring their a game every single day. and the team really rises to that challenge but we've made it easier to buy things on etsy we've made it easier to sell things on etsy but there is still so much opportunity. so many people still don't understand all of the relevant purchase occasions for which they could be coming to etsy, and that's our next opportunity. >> i know it looks every day on the site now it's everyday giving. >> yes for others or gifts for yourself. >> fantastic that's josh silverman. he is the ceo of etsy. what a great run thank you so much, sir. >> thank you

"lightning round" is sponsored by td ameritrade >> it is time! it's time for "lightning round." cramer says -- >> buy, buy, buy. >> sell, sell, sell! >> buy, buy, buy [ buzzer ] and then the "lightning round" is over. are you ready, skee-daddy? time for the "lightning round. robert in new york robert >> caller: hello, jim. thank you for all you do >> ah, you're a delight. thank you. >> caller: the logistics company zebra is currently 17% below its

highs, but it has a significant short interest what price or p/e ratio is fair for that stock >> it's a fast growing company look, we've championed it ever since they made the acquisition not that long ago. this is anders gustafsson. you can look at his excellent interview. i thought he handled himself well yes, they did not make the quarter that people wanted, but i'm sticking by it because bar code technology is, again, the wave of the future, other than whenyou're dealing with etsy, which doesn't care for it let's go to keaton in new york keaton >> caller: jim, first time caller, long-time viewer here. >> okay. >> caller: so, jim, what's your take in eqm midstream partners >> any one of these that has higher than a 10% yield, let me tell you something, they are vulnerable i'm going to have to say -- >> don't buy, don't buy, don't buy! >> ted in arizona, please, ted

>> caller: master jim, i love your show. i watch it every day. >> thank you >> my stock is exel. >> we have liked it. good spec. look, it's -- when they do kidney cancers, it's incredibly hard to solve kidney cancer. i know that. but i know if they do break through it, it's going to be incredible so let's hold on to it nasir in pennsylvania, nasir >> caller: boo-yah, jim. >> boo-yah. >> caller: excellent club call today. >> thank you. >> caller: what does trade desk go down so much? >> trade desk just had a remarkable run it's one of the highest valued stocks in the world. and there is a bleep that there is a forecast that is not -- they did a forecast -- look, they had to shoot the lights out. there was no way i mean this happened last time trade desk report today. everyone thought wow, i can't believe it wasn't better and then the stock went up another

50 points. i'm not worried about trade desk let's see if anybody downgrades it on monday or tuesday, though. let's go to neil in new york neil >> caller: hey, jim. boo-yah. >> boo-yah >> caller: so i have a quick question what do you think of san francisco? well, just forget about the san fran park. it's just the cisco part >> i think chuck robins is doing a terrific job everything is vulnerable we made a little trim for actionalerts.com it has moved up so much. bulls make money bears make money, and hogs -- you get the picture. richard in pennsylvania. richard? >> caller: yes hi i was wondering about what you may think of sun run >> i'm not in favor of any of the solar plays right now. it's had a very big run. i'm auflways afraid that somethn is going to happen with our foreign partners it's too hard for me and that, ladies and gentlemen is the conclusion of the "lightning round"! [ buzzer ]

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if this roller coaster of a stock market is giving you vertigo, how about falling back on a high quality turnaround story that will work regardless of what happens with china or uber or the ipo or anything else you might be worried about i'm talking about bausch health companies, formally known as valiant. three years ago this company was

a totally mess when the board brought in joe papis to wright the ship they would acquire other companies and slash the budget to boost earnings. and then make a new acquisition and rinse and repeat when papa came in there were serious concerns about the going concern. but within a year he stabilized the situation and since then he has been working wonders, including the name change to bausch health. sure nough, on monday bausch reported a spectacular quarter 17% innings, higher than expected revenue fueled by 5% organic growth wow. the company's best organic growth since the third quarter in 2015 when everything started falling apart. boosting r&d it turns out business is good. the stock has rallied roughly 116% over the past few years, i wouldn't be surprised if this is still early in the tern. let's take a closer look at joe

papis to learn more about the quarter. welcome back, mr. bob. how are you? >> how are you >> have a seat congratulations. >> thank you, thank you. >> you need to tell me i am familiar with the magnificent seven. how about the significant seven? >> we're really excited. i'm a pharmacist by my training. it's always to me can we launch new products that make a difference in customers lives and drive shareholder value. we have significant seven group of products led by lumify. >> this is my favorite i used to use visine if you work my hours, you need it >> a $50 million annual run rate >> with profits. >> we're excited about that. obviously one of the other important things that's happened is we still need to turn around our dermatology business. >> right. >> our dermatology business got an approval just last month on

dobra here. >> and that does what? >> this is for people who have psoriasis. it is really exciting because what we found is bibi put two agents together, we can use this for a longer duration of treatment for those patients we think that's really exciting for what that means changing to the patients to topical therapy or allowing topical therapy for a longer duration and at about a 75% savings to the health care system >> fantastic >> versus the injectable >> and then you have the big dog, which is just amazing. >> it continues to be really strong during the quarter, xifaxon was up 11%, but interestingly, our newest indication ibsd is for one of the gastrointestinal up 18%. really exciting. >> and then you've got -- you're doing the things i love about your company in a time when people are so worried about prescription drug regulation, the president was squawking today about it

nearly 60% of your business are not exposed to brand prescription issues. >> that's really exciting because we're really we think a very unique company. we're unique in the sense we have a very diversified business we're in 100 plus companies. we have medical devices. we have contact lenses we have surgical products that we sell. so very diversified company. of course we have prescription but a large part -- and consumer products but a large part of it is not being regulated by u.s.-branded pricing. it gives people we think a very important place to look at health care, but not be concerned about the u.s. branded prescription pricing >> which is great because that's top of mind. this was obviously the pivot to offense this quarter but during the conference call, there were people who openly asked about whether it's time to break up the company, and your cfo didn't discourage it what was that? >> we think first and foremost, the most important thing we're doing is growing our bausch &

lomb business. >> i don't know if i want you to break off. >> we're growing at 8% this quarter, jim the strongest growth in bausch & lomb since the acquisition in 2013 we think that's the most pivotal thing we can do to really turn around this company. and that's really the place we're going to focus on. but long-term, we're all about driving long-term shareholder value for our company. so we're going to look at all things, but clearly we think the most important thing to do right now, drive the bausch & lomb performance. >> when i look at your news headlines, i there are all of the sudden two things, brand-new proposals and chipping away at the debt. >> we generate free cash flow, ballpark over $1.2 billion that we think we can put towards the paydown of debt and our acquisitions we completed a good acquisition, our gastrointestinal business. >> off the bankruptcy. you picked that one off. that was great. >> it's a perfect strategic fit for us it fits so well. we think we'll have a best in class product in terms of the labeling, teaming up is really a great opportunity.

and just in the first 30 days we've owned it, we've already increased our calls on doctors about trulans. we already added additional potential patients on as we've gone out to regional plants through market access. we added 2.4 million patients already. so we're excited we think it's going to be a great opportunity for us >> for a lot of your product, i'm actually tired of going to the drug store can i get all these amazon how do i do it >> they're available through all the large retailer they were also available on amazon or through ecommerce with any of the large retailers ecommerce. >> you know why i say that this is the most run out of product i have ever seen in a drug store i don't know how it's possible everyone is always rung out of this is it just word of mouth what guess on? >> it is word of mouth, and it's a great product. it's already today as we sit here one-year anniversary, it's the number one recommended product by optometrists and

ophthalmologists. >> congratulations that's one year. there is a whole aisle it's wiping out it's really incredible i want to commend you for what it's done. not even significant i want to thank joe papa, the chairman and ceo bausch health companies. this is such a different company from three years ago congratulations. >> thank you >> stay with cramer. bye!

♪ hey dad! hello, betee! kaisi hain aap (how are you)? i'm good, how are you? good! so good to see you. it's late, where are you? i'm at work.

oh gosh, so late. i know, but guess what? what? i've saved enough to come visit you. well, that's such great news! at u.s. bank, we believe that hard work works. and for everyone working toward a goal, we're here to help. all right. hell week concludes tomorrow when we get the tariff news and we got the uber deal i think that uber is an expensive stock. so if you got some on the deal, i am blessing flipping it, selling the stock. i do not want people to get complacent here about that as far as the tariffs, the beautiful letter, the craziness, it's anybody's guess, but i've got tell you, as i said the other day, by tuesday, it will be a sunshiny day. like i say. >> there is always a bull market somewhere. i promise to find it for you right here on "mad money." i'm jim cramer, and i will see you tomorrow

>> 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." ♪ with a modern way to send a traditional postcard. ♪ hi, sharks. my name is josh brooks. i'm the founder of on the run tech and postcard on the run. today i'm seeking $300,000 in exchange for 5% equity in my company. if you're anything like me, you've got 22,000 photos stashed away on a hard drive,