i'm optimistic long, foot locker. >> dan nathan? >> retail was destroyed in the stock market, obviously walmart, target, home depot, a lot of inod stories, but a balance stk, including foot locker sell the xrt. >> is it the worst chart in the world? >> possibly. >> we'll see you back heem tomorrow for more "fast money" "mad money" with jim cramer starts right now my mission is simple to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere 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 not just to entertain, but educate and teach you. so call me at 1-800-743-cnbc or tweet me at jim cramer if the consumer is in such great

shape as i keep saying, then how the heck can i keep calling for a rate cut i don't need a rate cut. on a day when the dow gained 50 points, the nasdaq dipped 3.6%, i think this is an important question especially given the fed's yearly jackson hole con fab getting coverage today and tomorrow on our network. as the consumer -- well, let's just say, what do we know about the consumer consumer shops at watch, which is my acronym for walmart, amazon, target, costco, and home depot. what do we know about the consumer at these stores doing quite well we know the unemployment rate is at its lowest level in 40 years, so why in the world is president trump trying to hector the fed into cutting interest and why do i believe in the president because it's not that simple, people as i explained last night, we've got two economic world views colliding here you look at the big retailers and it seems like business is

booming. you look at what's happening in the rest of the world in the bond market it looks like we're heading into a recession i think the formal world view is more accurate. it's smarter, more intelligence more rigorous to say the latter. there is some truth to the slow down thesis. on the eve of the big fed jackson hole powwow, the bear case deserves a very good hearing. first let's take the obvious what we should do is use the words of the chosen one, king of israel, also known as president trump. he said point blank, we'll have to take some pain in the trade war -- >> the house of pain >> if we want to get china to change its unfair practices. the economy would be in good shape now. if we keep getting more and more tariffs, it could deteriorate. in that case, the fed needs to cut rates as insurance, bring our short term interest rates closer to the rest of the world. it seems pretty reasonable to me why do they disagree with me >> trump stock

>> why are they against this >> they know nothing, they know nothing, those know nothing. >> in other words they think i like it because i want the stock market to go up and i'm worried they don't understand things we know china is slowing, right? that's important while that's guard us in terms of winning the trade war it's bad for the global economy when you adjust for inflation the numbers we're seeing from china are downright alarming that devastation is spreading to their other trading partners especially europe. speaking much europe, the european union seems to be in big trouble. we don't talk about it enough. we can't talk about a nasty recession unless they take something off the table. we have to talk about charitable situations today these issues seem intractable. not just brexit. the german economy is shrinking. people are paying the german government to take their money because they're so in love with austerity, they refuse to take advantage of the situation french economy is barely glowing.

euro zone was up 0.2% in the quarter if you can call that growth when you look at the european bond markets they're screaming recession and i actually believe that of course, this is all happening overseas can we shrug off this weakness i wouldn't bet on it if i were the fed. a year ago we had synchronized global growth. we have a slow down wur r where the united states seems to be the rare exception the fed should make sure it stays that way sure we have the lowest jobless rate since 1969. i remember we had a recession in 1969 the problem with the labor market is it will look good right up until the moment it gets very, very bad. what about watch, though isn't watch represent the country spend? while these big retailers are doing great, they're crushing their less agile competitors they can't afford the technology they can't eat the tariffs like these guys did could be a lot of layoffs coming from ailing department stores and smaller capitalized business thaez can't hand l the tariffs on chinese goods they have to close their doors

then there's boeing, a company that's large enough to affect our gross domestic product, some people say as much as half a percent all by itself. if the 737-max assembly line gets shutdown because of these accidents, that could shave half a percentage point of our gdp, according to the work i've done. housing should get stronger now that mortgage rates have plummeted back to earth. when i listen to the toll brothers luxury home builder call the other day i wasn't reassured frankly. maybe people are going to home depot to renovate their existing homes, not to fix up new ones. latest housing starts frankly anemic then there are all those aggregate indicators i follow. gas is so cheap you have to wonder if there is a slow down in manufacturing by the way they're giving that stuff up, too. they give it away or burn it liner board, that is the kind of thing you get at amazon packaging. a chemical is falling. freight costs are going down big. there isn't a commodity i follow going up in price unless you

count gold some of that's because the auto market is in rough shape and lots of the stuff goes into cars so maybe we can keep chugging along here aided by low long term interest rates courtesy of the weakness in the e.u. maybe our economy will be just fine, but maybe it won't and if you're the federal reserve, do you really want to chak that chance one reason we're in this position is the fed tightened aggressively last year, stupid move given the pessimism of the fear the president tweets, it makes a ton of sense for j. powell to give the economy some leeway here otherwise here i am, this is what i'm going to be saying. >> they know nothing, they know nothing. >> i will bring that back. i will i know it's hard for some of the more high-bound fed governors to believe you should ever lower rates when the consumer is flush. there is a lot more to the economy than consumer spending

there are people in the open market committee that don't get the economy. all this technology we talk about all the time on the show really is, the vast majority of companies i speak to are using the cloud economy to keep costs down as robust as retailers are it comes at the back of mom and pop companies that can't make it and mall stores fighting to their lives. the number from l brand which owns victoria's secret, they were simply awful. i can't imagine they'll be able to keep doing the same thing yes, macy's does have a similar problem, although they're doing -- they're frankly doing better than l brands look, you can easily argue there is enough good here to offset the bad. honestly i'm not going to disagree with that i've done a ton of work on the trade war itself e i'm possessed with understanding where we are i think it would be nuts to get your hopes up on a deal any time soon the u.s. and china will keep exchanging body blows. so far we've gotten through it with relatively little pain.

trump is ready to ratchet things up again and it would be foolish to believe there will be no impact when he's telling you there will be. bottom line i think the fed has more than enough reason to take preemptive action and cut interest rates maybe aggressively even if they've never been preemptively positive before but, hey, they were willing to be preemptively negative a year ago. why not try something a little more constructive, jay how about steve in std ed is, please steve. >> caller: hey, jimbo, i have a question regarding mole son coors. the stock is actually trading lower than it's traded in years. it seems like a lot of the problem now, i love blue moon coors, but they don't have the hard sells which is popular. they have a new c.e.o. taking over in i think a few weeks. he seems very motivated. do you think the stock is cheap now is a good-bye? >> you know what, it's funny you mention the hard sell, sir

i had some this weekend, by the way. i had some truly -- i have to tell you, i kind of liked it boston beer, they're well ahead of everybody including constellation. i would rather have you own constellation. 4.4% yield is not going to help you stop anything in mole son. constellation is doing better. i think they can right the ship, it's going to be hard but they'll right the ship up. let's stick with south dakota let's go to john in south dakota >> caller: jim, how are you? big booyah to ya i check the free market, grab a cup of coffee and try not to wake my wife and let you explain the market thank you for that >> i have fabulous part nerz that make me look good every day. let's make some money. what's going 0 not >> caller: all right, a couple years ago i bought dow dupont, bought into the story, bought

into the synergies, bought into the promises and now sitting here after the split, i'm down 50% in dow, 25% in dupont. and i know dupont is in your portfolio. >> yep >> caller: the question is, jim, what do i do >> i think it's too late to sell dow now because it's got such a big yield. jim is going tokumat be able ton things around, 6.6%. i have it in my charitable a left you can follow if you join the charitable trust club. we were talking about buying dupont evening thoi this has been a very difficult and, yes, bad situation. all right. the fed, why not try something new and constructive you have more than enough reasons to take preemptive action and cut rates give it a try. on "mad money" tonight, is the force still with salesforce after earnings i was sitting down with the co-c.e.o. fresh off the board. my cloud cover continues with all the plays i know you want to know about but are too frayed to ask about. a bat a player since before it became public, i tell you the

truth, i think it's about to get its act together in a big way starting with this quarter is it still worth considering to buy some why don't we watch and talk and find out stay with cramer >> announcer: don't miss a second of "mad money." second of "mad money." follow jim cramer on ♪ keeping the night interesting, is all about setting the right tone. ♪ lower carbs. lower calories.

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3s list een up, you bet against salesforce at your own peril we talk about how money is going to flow back into the names and

induce panic when it comes to the cloud, salesforce has always been the best of the best like i explained earlier, they pioneered the whole software as their service business model the stocks against knock down, it gets back up again. you're never going to keep this one down in the past few months salesforce pulled back from 167 highest in april, down to 148 as of today's close some of it was the market wide weakness, some of it may have been related to the position to buy tabloid software in june it's a company we loved for a long time and didn't mind them paying for it. tonight salesforce reported a phenomenal quarter company delivered a top and bottom line beat with 22% revenue growth management gained excellent guidance they're talking about 31% growth next quarter, 31 no wonder the stock exploded higher in after hours trading. could it have even more up side? we're going to take a closer look with keith block, the

co-c.e.o. of sales force to get a better read on the quarter and his company's prospects. mr. block, welcome back to "mad money. keith, these are pretty astounding numbers, the one that really blows me away is the free cash flow which is how i like to value a lot of companies how were you able to put up a staggeringly better number than what the street was looking for? >> well, jim, it's great to be on your show we're super excited. obviously we had a strong quarter, 4 billion in revenue, up 22%, 23% in constant currency we've raised our guide for the year to 16.9 billion, 27%. so very, very excited. great execution, lots of customer success a lot of this, jim, is really powered by this wave of digital transformation we're seeing all over the world >> you have a slide in your deck which i think is rather astonishing. people always tell me, keith, you know what, jim, you're late on this cloud. it's really -- it's done but you're talking about a staggering number of companies that have yet to digitize. >> well, as i said, there's a

huge wave of digital transformation a lot of these different technologies are coming together jim, i have the opportunity and mark has the opportunity to go around the world and talk to a lot of other c.e.o.s there's just this huge imperative around digital transformation and, you know, everybody needs to get closer to the customer. everybody is trying to improve that customer experience and that's where salesforce really brings value to the table. >> look, i'm going to just go there. your -- mark isn't here. mark already pointed me to page 16 but there is an imperative you guys have. you're 16.8% now of the chmcrm market adobe, microsoft, are they slacking off, are you taking share? are you taking some logos? their numbers don't look nearly as good. >> well, listen, there's a huge tamme for crm, we're executing

that tamme and that's driven by customer success there is this thing, 360 degree of customers that's about the walls of sales and marketing coming down. that's what the 360 platform is all about and our customers are looking for that they're looking for growth strategies that's why you see these great results. >> i know the tabloid data is still in place, can't be talked about. a lot of people say, jim, it's all over mark is in hawaii, he's in geneva you like it, but you don't understand when they make these acquisition, they spend too much -- isn't this the same rap we heard with exact target isn't this the same rap we heard with mule soft how did those deals workout for you? >> well, listen, we have been recognized widely as one of the most innovative companies in the world. that takes two forms one is organic innovation and there's plenty of that in our history. that's why we've been so you can is he isful and our customers keep coming back we have acquisitions, you're right, we have a fantastic history of execution whether it was the exact target acquisition or most recently a year ago the mule acquisition, those have been wildly successful for our customers

>> i do want to get a little granular about what you're doing for some customers there's an outfit -- you have great numbers in europe. everyone thinks europe's dead. unit credit, i know them because they're the only solvent bank in italy. what are you doing for them? >> well, i had the opportunity to go to milan to meet with the c.e.o. we're glad to welcome them to the salesforce family. they're going through a transformation that every financial services institution is going through it's all about improving the customer experience. it's all about reinventing the business model it's all about transformation in the retail bank. and unit credit gets it. we are thrilled to welcome them to the family and they're doing some of the things that you see like just daily doing at barclays bank, many of the great financial services institutions, it's about digital transformation, about bringing companies close tore their customers. that's what salesforce does. >> i remember when fedex came public fedex has always been number one for the customer when i saw them as a new logo, i

said to myself, what else -- what were they not doing that they need salesforce to do >> well, fedex is a story brand. it's a 50-year-old company they revolutionized the package industry fred smith is an iconic visionary c.e.o. and now they're taking it to the next level through customer experience and they're leveraging einstein, to have predictions and make a better customer experience around knowledge. so, for example, if you had a challenge at some particular way and fedex is high quality, high, high quality if there were a challenge, an agent can help you by bringing relevant information recommended by einstein to drive a better experience there are a million use cases of einstein just like that in many, many industries. >> i've used einstein. it is rather amazing as a client of yours it is predictive in a way i've never been able to get before. before you had to throw 100 darts. there's no more dart throwing with einstein. it's terrific. let me ask you about something mark first put in my

head and my daughters. impact per share, i.p.s., what you guys have done lately in order to be able to demonstrate that business is the most important force for change in the world today. >> well, jim, we've been a values based company for 20 years. we're purpose built. our values are very important to our culture. companies actually want to do business with us because of our values i hear this constantly from other c.e.o.s. they want to know what we're doing about our culture, how our values are driving our business. i participate in the b.r.t., which -- business round table, which recently issued a letter with 200 signatures from the c.e.o.s led by jamie diamond and alex gor ski talking about monetizing corporation they will always be wildly important. monetization is important. this is something salesforce has been doing, it's about stakeholders, the employees, partners and employers, it's about the community, about the environment. this is what salesforce represents and when we speak to c.e.o.s all

over the world, they want know what our values are all about. if they're going to bet their business on us, they want to be aligned with us. >> i see it all the time, you get the best talent. always do. keith, one last thing i need to know these numbers indicate whatever tariff war is going on is not impacting you. why is that? why are some industries more immune and some companies more immune >> well, look, what we're seeing all over the world is this wave of digital transformation and that digital transformation begins and ends with the customer and we're seeing c.e.o.s invest, they are investing in their future they are investing in their growth they're investing in customer experience across all industries, algaeographies, all segments it has never been more important, jim that's why you're seeing this growth, the results. we're coe creating and inventing with these companies that's why we're having so much success on their results >> congratulations, these are truly staggering numbers it is exciting because we've had tabo on many times

you can't talk keith, thank you so much for coming on "mad money." >> thanks foryy

y

up why great numbers. great numbers. stay with cramer. if you want to buy individual stocks -- >> buy, buy, buy -- >> you need to know what you own. that is at the core of my philosophy if you don't want to put in the work to understand how these companies actually make their money, you're better off investing in an index fund which brings me to the cloud-based software space this is one of my favorite secular growth stories and it's producing spectacular gains in recent years but unfortunately, when i see

you on the street and they say, jim, what's got the mojo, what's going up, what are the wide receivers of the stock business? the cloud stocks, they're tough to understand. that's why last time we started a new series of cloud where i'm trying to explain all these companies and use plain english then put them all together in an etf which will gauge and perform the instrument we'll set up the etf ourselves we don't want all the fees everybody else gets. we just want to help we already covered the cloud plays that reported this earnings season. tonight we're pivoting to the ones still coming up let's tick them down because there are some really great ones the first one -- well, first one you just heard is cramer fave salesforce that's a company that practically pretty much pioneered the whole cloud based software as a business service model and still at the forefront of the industry, still winning gigantic contracts, still digitizing whole swaths of business as keith block, the coe

ski yo, talked about on his conference call today. helping the cliengts understand and connect with their own customers, okay, retention over the years they have expanded into all sorts of areas like marketing, automation, analytics and software development. at this point it's become kind of a one-stop shop that tonight's quarter shows, well, the company is pulling away from its competition. second, there is vm ware known as virtualization. this technology is integral to the modern data center vm ware allows a physical single server to run multiple virtual machines multiple users can use the same computer at the same time. on top of that it acts as a consultant for businesses looking to migrate to the cloud. once you make that switch they'll make sure everything is running smoothly and even provide security they have a great relationship with amazon. the one problem with vm ware is it is a subsidiary of dell, not the parent, but the sub.

we learned the company was being, let's say, encouraged to buy another dell subsidiary, pitiful software it has been slammed since then vm ware reported a strong quarter, healthy top and bottom line beat. it got clobbered not only are they buying pivotal, they're also buying carbon black as a cloud native security play for $2.1 billion me, i like the cloud security space and i'm going to say buy vm ware on weakness. the stock is down too much workday, wday makes software for management departments it lets businesses automate a lot of back office to talent management and recruiting and modelling and ancillary areas. they have a student platform used by colleges the company reports in six days, for once it has a nice set up thanks to a recent market wide meltdown workday pulled back dramatically from its highs i'm a big believer in this one

and i think you can buy workday right now although obviously it was up so much today make it comes off monday a little bit the fourth cloud king you haven't heard about where -- well, maybe you have, it's adobe. this is one of the easier names to get your head around. you probably use their document management or creative cloud products think adobe acrobat or photo shop a few years ago the company switched to a cloud based software as a business model lately they've also been expanding into marketing and analytics in a very big way. if you want to set up a gorgeous website to attract customers, you have to have adobe i've tried it. now, these guys probably won't report until mid september, but their last quarter was truly excellent. even if the guidance was thought to be a little light by some, not me, over the past month, though, the stock has pulled back from 313 to 287 i don't have a read on that, but with adobe trading 30 times next year's earning estimates, i think it's a bargain given the if he phenomenal growth rate and

amazing management you can buy some here, tomorrow buy some if it goes lower, buy more how about the smaller cloud princes? one i -- a cramer family fave called octa. it's been one of the best -- independent provider of identity for the enterprise that sounds like a lot of authentic silicon valley gibberish. what it really means is they will protect everything. they handle your log in, verification credentials, user names, passwords, mother's made enname and so on they help protect businesses from hackers i think everyone on earth right now would like to be protected by okta. they want -- consider it they protect your passport, okay? okta reports wednesday and i'm confident they'll deliver yet another great quarter. however, the stock is down -- only down 8 bucks from its highs and, therefore, it's pretty expensive. as much as i love okta, i am going to recommend waiting for a pull back before pulling the

trigger. i was sensitive on comments today saying, jim, you always say wait for a pull back what's the deal, why don't you say buy? i'm highlighting companies and they're on the run and i have to be careful second cloud prince helps other businesses, coupa, helps other businesses that refer to themselves as expense management platform gives better visibility to where the payments are going and allows them to have more control of that. plus it lets you automate jobs in your accounts payable department we won't hear from coupa till september 3rd. it has a fabulous track record like okta it hasn't come down. i don't like the risk reward but put it on your shopping list beyond the cloud royalty there are a few more names worth considering. viva systems it makes software for life sciences industry. it helps clients, think of drug trials, regulatory compliance and help manage commercial business processes a lot of this data is extremely

sensitive. veeva helps keep it safe the stock is up 80% for the year but it's still down about 10% from its highs last month thanks to the market wide sell off. i think you're okay, getting a rare chance to buy veeva at a discount, take it. then there is ana plan it is in the financial planning analysis business. nearly every major enterprise will have fpn, a group as part of their finance department. they are in charge of forecasting performance in the future and they give tools they need to forecast accurately and do it quickly enough, great management here, by the way -- that people calling the shots can respond in real time we hear from ana plan next tuesday. this is another case where i'm expecting good things. with the stock up more than 120% for the year, not that we didn't tell you about that, it might need to cool off we were behind anaplan from the get go

next you have smart sheet. a cross between microsoft. they keep track of big data sets it's not just on steroids, it's collaborative project planning they report next month you have to be care. smart sheet is only down four bucks from the highs finally, z scaler. this is another cloud-based security software play that we like so much as more applications move to the cloud, cyber security can't keep up with the data created by the programs so they can't provide consistent protection. old school cyber securities were designed around an on-premise software everybody is working on the same building, build a firewall z scaler helps you protect your traffic no matter where it comes from they do web security, data loss prevention, and they have their own next generation firewall all of that delivered 100% on the cloud. kind of like cloud strike. they report september 10 thanks to the recent sell off the stock has pulled back from

89, recent highs, to 72 right now. in part z. scaler got hit with a negative report from a boutique investment firm, a challengewe can expect i don't buy that it doesn't make sense to me. the old guard in the cyber security seise z scaler is eating their lunch bottom line, i know cloud stuff can be pretty darn dense that's why we did this piece a lot of you stopped me in the street and said you like it. you have to know what the heck you're buying before you pull the trigger. once you have that knowledge, you have got my blessing literally to bet on the cloud stocks, but please don't bet on the ones that just ran we don't chase on "mad money." horatio in california. horatio. >> caller: i'm a first-time caller why did they not jump in price

when broad come would be buying. >> that's a good question. symantec is going to have the b to c we call it, business to consumer business. i don't think people realize how good that business is. i would buy symantec, it's run by rick hill rick hill is money get your head out of the darn cloud, but make sure you know what you're buying if you buy any stocks much more "mad money." now that the dust has settled, time to go back to high growth stocks i'm talking to the c.e.o. of i'm talking to the c.e.o. of talon to through the at&t network, edge-to-edge intelligence gives you the power to see every corner of your growing businesse from managing inventory... edge-to-edge intelligence to detecting and preventing threats...

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ally py y so stay with cramer.y prtg n yy now that the dust has settled and the panic subsided, you know what, i want to circle back to some of the growth stories like the cloud plays what you do with the worst houses in the best neighborhood is really the question in other words, what about the cloud stocks that haven't performed well at least over the past year. do you leave them alone or do

you give them a closer look? take the french data immigration play we've been talking about the data stocks all week talen peaked at 73 bucks last september and it's been downhill ever since the company used lackluster guidance and the stock got crushed. spent time in the penalty box, but just when it looked like it was getting its groove back, talen rolled back again in june and july two weeks ago the company reported a much better better than expected quarter. the stock is 19% in a single day, so is it time to give this one another chance let's check in with mike, the c.e.o. of talen to learn more about how the company is doing and where it's headed. welcome back to "mad money." >> thanks, jim thanks for having me >> we've been profiling a lot of the companies that are doing things that make it so the cloud is more useful and how to be able to beat some other guys to the cloud and do it better and i thought that because you haven't been on in a year, maybe first tell our viewers where you are and what differentiates you from a lot of other companies we've been talking about

we've been talking about the cloud all the time >> you bet the problem we solve is we help companies take advantage of their data. you're talking to a bunch of companies in the cloud world. we take companies in all different places, different systems, it's all inconsistent, dirty and messy, we bring it together, clean it up and make it so they can start betting their business on it it's the first mile in the data journey that we solve. >> let's say i have a franchise at dominos, i worked hard, i was a delivery person, saved up and got my own store i want to do a good job. you are a vendor for domino. you do a great job for dominos what can i learn from what you do that makes me into a better franchisee >> so what dominos does is they look at all of the franchisee performance and what are the things that drive better margins for each one of their

franchisees and share that information back here are the different marketing campaigns that are going to be effective. here's how you can target. here's how to go about driving the extra pizza. that for them, they consider themselves a data company that happens to sell pizza. >> it's interesting. right now they're kind of in a cross current because these delivery companies have gone up against them principally -- others would they be able to glean data which would explain how they can beat the other guy >> you know, right now the delivery battle that you're talking about is absolutely a head to head battle with a number much different players. what each of these players is doing is saying how can they do a better job of identifying who is likely to buy at a food tonight and how can we serve that need, get that offer in front of them and make it easy for them to purchase we are a core part of that system inside of domino, and that absolutely is a data battle

that's going on between all the different delivery players >> that is a great differential. you no longer can differentiate because dominos delivers and others don't door dash is that kind of world. you need that kind of thing. you have an uneven series of numbers. you're making a difficult transition once you make that transition, i think your stock is going to fly. why don't you tell people what's going on now and what will be like a year from now we saw this, for instance, with adobe and picked up 200 points by understanding the transition. >> so, that's exactly what's going on we started out as a premise company and one of the big ways of growth for us was working with the premise big data world, and now what's happening is that world is transitioned to the cloud. and so we're transitioning with that one of the things we've released so companies can track our progress is what percentage of our new a.r.r. is coming from cloud. >> right >> when we first showed that in q3 last year, it was 14%

and i'd say the market gave it a collective janne saying that's not a very big number. we said, watch this space because at 14% churn to 25%, turn to 26%, most recently in q2 was 46%. that business for us is growing well over 100% and that really is democrat nstn the opportunity we have as we become a 100% cloud player, we'll be over 50% in cloud in terms of a.r.r. by the end of this year. >> people should know at home once they do cross that threshold, people will start redoing their models and realize you're a much more recurring business, more lucrative you talk about a sliding deck how some companies are unscaleable, ungoverned and incomplete others are expense i., slow and restrictive. you have dell, s.a.p., the unscaleable, companies like azure, aws, some of these

companies you actually work with but they're cumbersome versus what your proposition is >> well, i wouldn't really characterize azure as cumbersome in any way what we're really trying to say is for complex enterprise requirements, there are only a couple companies that can solve those kind of solutions. if you're a dominos and you have thousands of franchisees in every country around the world and you need to pull data from all those systems, blend it together, clean it up, there's only a few companies in the world that can solve those problems that's what we can do. and you're not going to get it from, you know, one of the cloud companies as one of the built-in solutions. the cloud companies are our partners, and so just to be clear, we do a lot of business with azure, we do a lot of business with amazon, do a lot of business with google. but in terms of solving those complex data problems, they're not one of the companies that are going to help you solve that that's where we have such a great partnership with them. >> i figured they would come to you. if someone went to them and said, listen, we're having problem with the data, they would call talend, say, help this guy

>> exactly that's exactly -- that's why it's such a win/win. when we solve those data problems for them, it drives more compute and more consumption on the cloud and so that's a win/win and they actually look for helping -- bringing us in to help them solve those problems >> i'm so glad we came to you before you get to 75%, 80% i've seen the stock double too many times.[ub[ug ny p[u

>> break. it is time it's time for the lightning round. >> buy, buy, buy >> sell, sell, sell. >> then the lightning round is over are you ready, ski daddy lightning round. frank in michigan. frank. >> caller: hi, jim, this is frank's mom. my son has a question for you,

so here he is. >> sure. >> caller: hi, mr. cramer. thanks very much for taking my call it's an honor to speak with you. i'm 9 years old and my stock is -- i bought it at $20 a share since then it's gone up 67%. i don't know want to sell any of it because it keeps going up, kind of like beyond meat used to do mr. cramer, should i sell some of my -- or should i keep -- >> where do we find these kids that kid is fabulous frank's got genuine horse sense. that's why frank is going to sell half of n phase because it's up way too much given its solar roots. lets the rest run. beyond meat impossible burger is going to have a $5 million valuation. frank speaks truth to power. all right. let's go to jason in new york.

jason. >> caller: hey, jim, big fan of the show thank you for taking my call i'm calling about fort net what do you think? >> i think the proof point is better, i think symantec is better i think there are a bunch that are better let's go to david in illinois david. >> caller: your opinion on equity commonwealth, eqc >> you know, it's got -- it's up a lot. it's a reit. i think that maybe it's time i would not buy it up here i'm sorry. let's go to jean in florida. jean >> caller:l gr >> you'reutty thjim.nd light holy aggr >> >> caller: i watch your show pretty hold it

florid >> caller: i carolina. my question is we purchased some general mills stock a couple of years ago, and it did not do well for a while, but has ticked it's an aggressive grower. it's fantastic, and if you own it's fantastic, and if you own it, yo ♪♪

long-term investment to hold -- hmm. exactly. liberty mutual customizes your car insurance, so you only pay for what you need. nice. but, uh... what's up with your... partner? not again. limu that's your reflection. only pay for what you need. next

program every week and have learned a lot. thank you so much.

>> thank you >> caller: you're ug n tfqo my question is we purchased some general mills stock a couple of years ago, and it did not do well for a while, but has ticked up lately. would long-term investment to hold -- >> i would hold it because general mills is becomingy u9@ this is wh what do we make of the oil stocks here? lately we've been inundated with buy recommendations -- >> buy, buy, buy.'s got it down. and that, ladies and gentlemen, is the conclusion of the lightning round. >> announcer: the lightning round is sponsored by t.d.

ameritrade trust by joining axa alert.com club there is one teensy weany problem with these buys%+eons >> buy, buy, buy.3 they're not working. recommendations, you're most to the rest of the market that the yield has been smaller than the group. not any more it's tough to -- the c.e.o. tryingending enough to keep theb[u bp the best yield 7% has been a terrible holding as of off to stable this should be a fabulous time to own stocks. the group has been mercilessly

hamme recommendations. they're not working. if you bought any of these schlumberger with an unheard ofo likely down under pummel ford r caving to the california emissions standards. even auto makers have given up fighting for fossil fuel iscond around the world that's [u/n stable this should be a fabulous time to own stocks. the group has been mercilessly hammered you can now get the best of the best of the best of som[ companies. schlumberger with an unheard o 6% yield, and the companies swear by the dividend. there are a couple things going on here. first the oil stocks have become pariahs. president trump just took to twitter to pummel ford motor for caving to the california emissions standards. even auto makers have given up two years ago we were only doing 9 million. they're,5-ot way too much supply around the stokd that's why nobody -- some of thesew>nal companies america is drilling more -- we could soon be producing 17 million.

thank you, mr. sheffield from pioneer drilling telling me about that two years ago we were only billn we don't have a place to put t. third, actualhave enough ift. oil companies disciplined. they'rey =lc than they should many are too dangerous to own anyway fourth, it's not just oil. america is producing an immense amount of natural gas and we have nowhere to put that stuff either we're shipping about 6b[u cubic feet equivalent out of louisiana docks. the world is looking for natural gas because it takes years to build an export terminal we still don't have enough capacity to rid ourselves of the glut fifth, with the oil stocks this week, you might expect a bunch -- wouldn't you expect a bunch of mergers bunch of mergers bud without paying for things they don't. new plans now starting at $35. that's because occidental paid way too muchy anadarko and

nobody3 down stick with crame finally, investmen

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business, and i like to point . business, and i like to point . this >> welcome to the shark tank, where entrepreneurs seeking an h 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." ♪ e simply (ship horn blows) i'm jim tselikis... and i'm sabin lomac. and we are cousins from portland, maine. and together, we are cousins maine lobster. best part about growing up in maine is the family, being by the lobster.errible.mo, maine lobster is the most tender, succulent meat you'll ever have. we are from maine but currently living in los angeles. who wants some fresh maine lobster?!