in the area you should go. just to see tim in straight pants. buy admission. the value row quarter equally outstanding vlo. >> see you tomorro 5:00 for more fast. jim cramer, "mad money," starts right now. my mission is simple, to make you money i'm here to level the playing field for all investors. there is always a bull market somewhere and i promise to help you find hey, i'm cramer. welcome to "mad money. welcome to cramerica i not trying to make friends, but try to make your money my job is to educate, train and put it in context. so call me at 1-800-743-cnbc or tweet me @jimcramer. a day where the dow dipped 28 points and inched up 1.9

and nasdaq gained .18%, how do we keep track of everything? i know one way you shouldn't we don't look at some aggregate tally that tells you 42% of the companies have beaten estimates, or 24% have the guide down. >> don't buy, don't buy! >> no, these surveys are useless because who cares if a company beats or lowered estimates it doesn't tell us anything. no, no to find out what matters, we need to go company by company. who doesn't even know that we're in a tough environment because there business is in such good shape? let's call that one a winner who is able to thrive? who is struggling to hold their own in the worst economy in two years? 's in trouble? who is in much better shape than you expect thanks to savvy management these are the real questions, and you can't answer them like saying 47%, you got to do homework so let me give you the scorecard to date.

we'll start with the joyfully oblivious companies that are oblivious to all the slings and arrows on the economy worldwide, the ones that don't even know that this is a difficult environment. last night john donahoe of service now came on this show and told us that his company is riding a wave of digitization. they're signing up huge deals, human capital management the sheer magnitude of these contracts, including some business that just closed in europe, europe, is downright shocking it's a welcome reminder that we're still in the earl i inlings of digitization. you know these guys closed a staggering 46 deals that are worth more than a million dollars in net annual? that is extraordinary. the stock got hammered on news that donahoe is leaving to take over nike. but the numbers then came out. the stock vanished the shares right back up, 8% today. donahoe said he simply hasn't seen any slowdown. same goes for last nights's other big winner, microsoft.

here is a company that is clearly firing on i don't know how many cylinders just an awesome thing. the amazing ceo saturdaysia nadella. i know there are headlines last night that created the impression that business was slowing. but those headlines must be written by some sort of buy, because everything this company touches turns to gold. whenever you're talking about, linkedin, xbox, windows, or the incredible azure platform for cloud structure, it is all working. ♪ hallelujah when you read microsoft's conference call you think the whole world must be booming. real really, it's just microsoft that is booming another business that has not seen any kind of slowdown. then there is the company that donahoe's leaving for. nike nike has been able to avoid any sense for its expensive footwear even in china its sales remain

very strong. my only fear, i was worried these pro hong kong statements by players and coaches in the nba might lead to a complete blackout of nba games in china it's happening for a little bit here the chinese want their basketball, though, and the ministry of sports wants nike. they have a deal with nike far from negative, china has ban positive for nike. everything is good who else missed the memo that this is supposed to be a tough environment? how about chipotle their business has accelerated better through tremendous advertising and a popular new venue item, the carne assad day. it's so good, i hope they make it permanent they posted 11% same store sales growth it's driven by 7% traffic. that's what you want, new people in the stores. i don't have to marvel at the forms of two big industrials, honeywell and united technologies, but they do have a lot of aerospace which could get iffy if boeing's problems drag

on pepsico and coca-cola are at the top of their games they each talked about innovation not the fed, not the trade war, not the slowdown how about the companies that are seeing a downturn, though, but have managed to make the most of it here i'm thinking about costco and walmart. they're using the pressure from the trade wars to crush their competitors. these two big box stores have always shined with their treasure hunt layout and everyday low prices. even though they have to source their merchandise from china, these some of it, they have to scale to be able to demand better prices from the suppliers rather than eating the cost of the tariffs themselves or passing them on to you same goes for target, by the way. i think all three can be brought here i don't know if you caught southwest air's gary kelley this morning on "squawk on the street." wow, but this man and his team have been dealt a really bad hand by boeing's 737 max woes. yet southwest still put up fantastic numbers. i know it has to be tough, especially since one of their major markets, texas, has been bruised by the decline in oil

prices didn't matter. kelley put up very good results in spite of the environment. or how about the rails did you hear our interview yesterday? i thought it was amazing with jim foote. he is from csx i almost couldn't believe how well this railroad -- all aboard >> is doing, even though most of his cargos are headed straight downhi downhill i'm used to this do you remember what his secret to success was just run a better darn railroad. yep, it's all in execution i think the stock's working. it's a buy and then there is lam research, lrcx lamb knows time is tough who knows how people will react to the microprocessor strength in intel this very evening but that's how these guys at lamb could report such a good quarter. and if lamb can hit the mid point of its guidance, it could

be the best on record in terms of earnings in a slowdown. despite more thanl half of the book of business has been help by an immense decline. cramer uber fav rick hill brought back monster amount of stock at the right prices. lam has unseated chipotle as the best performer in the s&p 500. what else? hey, let's not forget about jp morgan how the heck can may they make so much money in an environment that is supposed to be toxic to the banks? i think the franchise is so strong right now that no bank can touch them jp morgan might be the cheapest stock in the dow the company is remarkably well run. even when you try to get other bankers to knock ceo jamie dimon, they simply won't do it what about the treading water? i think dow chemical belongs in this category. they're just starting to tread water in some of the cycles are starting to turn

it's not perfect i no longer think the tide can keep holding down this bountiful stock, 5.7% yield in stock if you're looking for income, you can now feel more confident that dow chemical stock can hang in there, even in a more difficult global economy finally, who seems sadly at the mercy of the moment? oh, my i say ford motors is really truly struggling like the little dutch boy with the finger in the dike they're in bad shape even worse, even worse than ford you have 3m. so many of its end markets seem way too soft i think china has become a real headwind for them after being a tailwind for ages. the bottom line, when you're looking at stocks this earnings season, these are the buckets you need to be sorting the doubt into who is do so well that they don't know the environment who is thriving in spite of the environment? who is treading water and who is

getting steamrolled? when you divvy the corporate world up into those categories, there is a lot to like but a lot to avoid why don't we go to fabio in new jersey fabio. >> caller: hey, jim. recent viewer, hooked on to your show trying to learn a thing or two. >> that's what i want. >> caller: my question is on nokia. i bought some at 48 shares a month ago as a long-term environment, 2020 and beyond do you still see potential in the stock and should i buy more, sell or wait >> i was very disappointed they remind me very much of blackberry i'm going to say no. it really was quite discouraging and just shows you how much ahead huawei is. how about ed in iowa, ed >> caller: yeah, hey, jim, about a year ago, the market seemed a little volatile, so i thought i would hedge my investments by

putting some money into a producer of gold and copper. >> okay. >> mcmoran >> right >> caller: but it's been losing money ever since and didn't meet their last quarters and estimates. and wonder whether i should the sell it out, take my losses and reinvest or hang in? >> look, i hope to never be part of the equation. you to hope for a trade deal so you can bail from the stock. i don't want you in the stock. don't like the balance sheet don't like the pastiche. i'm tired of management too, frankly, even though they're very nice people the earnings season. you're required to divvy up the corporate world into the categories i'm telling you to do there is a lot to like and a lot to avoid "mad money" tonight, can you still find winners in china? i am eyeing american companies still operating in the country whose success will shock you and then, i'm searching through the rubble of the software stocks and telling you if it can finally be time to buy. and bernie sanders and

elizabeth warren candidacy have caused some concern. but could the most recent contractor indicate it's time to do some buying i'm sitting down with the ceo so stay with cramer. >> don't miss a second of "mad money. follow @jimcramer on twitter have a question? tweet cramer, #madtweets send jim an email to madmoney@cnbc.com. or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com. - stand up if you are first generation college student.

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the president will accelerate the tariffs. remember, we've been through this before. it's how things unfolded after the talks in argentina the free traders make their gains, steve mnuchin, larry kudlow, and then the chinese government disappoints and the hard-liners in the white house get to say mr. president, i told you so that's why i think the trade war is only going to get worse before it gets better. yet the strangest things happen right now. do you know we're discovering some real winners in china some american companies that have worked away into the heart of chinese commerce in spite of the trade war. which companies? let's start with real faith. let's start with paypal. paypal reported a tour de force quarter. revealing that paypal was able to conquer the world's largest and fast growing market by attiring go play in november not go pro go pro is what you wear on your head if you're a goat and own a

surfboard. go pay has platforms for online in china let's to what schulman had to say. quote, so first of all, obviously, it's incredibly meaningful to be the first non-chinese company to obtain a payment splice to process domestic online payments in china. then he continues, we have been working on this diligently for y almost every single day. and we work closely with the pboc, other authorities in china, with the administration here to enable all this to happen ha, a road map a blueprint even basically, paypal told us how american companies can crack into china one, work closely with the regulators two, invest quite heavily in compliance and risk management three, be a strong collaborator within the system rather than trying to disrupt it 40, be innovative, but within the existing structure

and five, offer differentiated position by working closely with existing chinese at financial institutions now dan had to do it this way. he had to. but china is the world's largest ecommerce market with half a billion online shoppers. that's more than half of the online retail market worldwide yes, he had to play ball but play ball he did american companies can still try to break into the gigantic chinese market, even in this environment, but they got to play by the rules. we saw something last night similar from tesla when the company reported a surprise profit tesla reported it built a new gigafactory in china over the last ten month, clearly with the support of the government. sources build there, hire there. who else is winning in china lam research the giant semiconductor equipment maker i talked about at the top of the show it saw a nice expansion in the

prc. they're a must buy if companies want to build out their 5g capacity if you want to do business in china, even in this time of strife, you need to hire a lot of people in china, work with the government, play by the rules, and be indispensable when it comes to making new appropriate prioprietary technology i wit width was about china buying planes or soybeans. these companies are working for the moment, although they could change at any time with a simple tweet from the president of the united states. stay with cramer >> halftime report, weekdays noon eastern on cnbc

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regular viewers know i've spent years pushing these cloud-based software and server names. in the last few months, the group has been put through the meat grinder long-term, we've still got some tremendous and enormous gains here in fact, most of them are still up for the year. and the "mad money" cloud kings have dramatically outperformed the rest of their cohort now they have become maining mae dogs >> buy, buy, buy >> sell, sell, sell! >> buy, buy, buy >> sell, sell, sell. >> if you've been buying lately, you're begging to be mowed down by the short sellers and the long holders at least until today today when the whole group rebounded, it rebounded hard does that mean the cloud plays have at last bottomed? or is it merely dead cat buns as the sellers take a moment to reload i think we have a lot more reason to be constructive than we did a month ago

mid-september, we conducted a damage assessment for you where i warned you that the cloud cohort had further to fall i recommended dumping most of them and then circling the wagons around the highest software companies for the ones with the most reasonable valuations and i know they're expensive since then there has been another down jet to get this, on the average, the 11 cloud stocks i blessed last month, they're down less than a percent. while the 21 cloud stocks in our coverage universe, the one i told you to dump, they've lost more than 67%. [ booing ] but let's zoom out and take the whole software as a service complex. do it group by group we're going to start with the best of breed, the cloud kings that's salesforce.com, adobe bay, splunk, twilio, vmware and work day their performance has not been very regal of late the kings are down 21% from their highs earlier this year. while some of them have been slammed by the rotation, others

have been hit for good reason. for example, work day ceo whom i think is terrific, and i'm going to quote this, definitely seeing some of the delays in the closing of deals at an investor event last week. the stock punched from 180 to 160 today. now in negative territory for the year highly unusual even the cloud kings with iron-clad fundamentals salesforce, which you know is a cramer fav, down 11.6% and only up 8% for the year lagging the 20% gain for the standard & pos& 500 over the same period how about the cloud princesses hub spot, cramer family fav okta the princess, they've been oh politic rated. they're down more than 25% for their respective highs

ouch c coupa has held up the best, only down 15% new relic is an an gram first name, the first, down 45% from its highs which has sent the stock deeply into the red for 2019 some of these are really frustrating people atlassian. the stock got hit hard on the news even after today shed nine points and saw better than expected numbers, most of the cloud princes had run so much going into the sell-off that they are still up substantially for year we're talking 41% onna average not bad, huh beautiful headquarters built just a second. deal with me all right. here we go outside of the cloud air st aristocracy, the declines have been even more brutal. here is that list.

anaplan, appian, 59, pay com, ring central, how can i help you, smartsheet, zendesk and zscaler. they plummeted more than 30% from their highs with the big chunk of the pain coming from last month that is painful the same goes for the cloud stocks from the class of 2019. this has been a brutal sell-off underneath all the placidity i'm going put it in context here you know we've seen these sell off before do you know the cloud got obliteratest lad year? that turned out to be a terrific buying opportunity a couple happened in 2016. and linkedin subsequently bought by microsoft, not to mention a wave of software ceos.

what can they tell us -- i'm not fibonac fibonacci, but listen to this. during last year's meltdown, the cloud cohort fell 32% from peak to trough over a period of 6 days this group is now down 33%, having been hit for 103 days based on the severity of the last big break you could argue the cloud stocks were residence to bottom coming into today's session. before i don't get your hopes up, we need to consider the 2016 scenario when you look at the cloud stocks that were publicly traded back then, they wracked up an average of 46% even the best of them, adobe lost 20% while you still get an amazing buying opportunity you have to be patient, wait for the carnage to unfold. many people started too early. the question is, does the current breakdown look more like 2016 than 2018 hard question. last year's meltdown had nothinging to do with the fundamentals it was all about a change in

sentiment that made the investors ring their register. it was in response to a pair of shortfalls i mentioned tableau and linked in tableau was still an online premises but there was a real negative catalyst i remember how far salesforce went down. the latest software service sell-off is a sentiment story like what we saw in 2018 however, what work day said about the delayed orders last week we need to be a little more signs for weakness that's it. we've also got more reason to be optimistic think about this i think this run was all about the pin action from last night's unbelievable servicenow conference call, and let's face it, interview right here on "mad money" with service ceo manager john donahoe, even though he is overing over to nike i know it freaked people out bill mcdermott, terrific track

record the fact that he is leaving the software as a service industry did make investors nervous of course. service now reported a fantastic quarter, and then both donahoe and mcdermott came on our show, gave us a very bullish outlook, confirmed that we all suspect there is no reason to question the drivers and the softwares in the server space we also got a very good quarter from microsoft, which that is on fire here. so i want you to put it all together and i am not, tonight, tonight giving you my blessing to pick some of these downtrodden cloud names. the ones i've been worry about, adobe bay, vmware, salesforce, splunk, twilio, five9, ring central. today the cloud stocks proved they can bounce. after months of value, even after this evening's amazon shortfall, it spooks up because

of its giant dominant web-based service. buying the high quality names right here just keeps them powdered dry in case they get hit once again, and we've got a 2016 on our hands and not a 2018 one. drew in texas, drew? >> caller: hey, jim. how you doing? >> drew, i couldn't be better. how about you? >> caller: i'm doing well. i got a question for you today you talked about the stock a decent amount. i got new news a couple of woks ago. iae court, they're planning on spinning off match group i wanted to get your thoughts. >> i think it's an incredibly inexpensive stock. i've always been a barry diller fan. we always cheer it and suggest that you buy some, and boy am i ever not giving up on it by now. i know people were down when they did the match oh, this thing sells at an incredibly cheap multiable i'm a buyer. call me a buyer. i want to go to patrick in pennsylvania

patrick? >> mr. cramer, first and foremost, thank you for taking the magic out of the stock market, and making regular people feel they know what hell they're doing. >> thank you i just want to inspire enough confidence because everybody is so busy telling people what a bunch of dopes they are. that's never been how i taught and i like to be constructive. how can i help >> caller: well, i brought in some mongodb my average price has me at $49.99 closed today about 122 and change two questions. one, do i ring the register? and i mean, the bulk of my retirement accounts are bread and butt ervan butter index

funds. do i ring the register and go back to sleep or do i keep buying in because they've been on a pretty good trajectory for about 26 months. they dropped off of their highs. is now the time to ring the register >> you've got a lot. i like to take out the house's money. so on this bounce that i'm predicting, i want you to take out a quarter of it and then put that in index funds. if it keeps going back to its all-time highs take off another quarter and let it run and congratulations, and thank you for the incredibly kind words. all right, the cloud stocks, they can bounce. you have my blessing right now starting tomorrow, maybe you want a little downdraft from amazon to start buying these high quality names much more "mad money." centene is soaring after earnings with the company building moment through a series of acquisitions, is it time to consider the health care player? i'm talking with the ceo and then as worries about the global economies, is it time to circle back to utilities all

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since last week, i've been telling you the managed care stocks just aren't getting enough credit for their incredible fundamentals, especially best of breed like united health and centene. sure enough, two days ago, centene reported what i call a nabaf quarter, meaning not as bad as feared. they also missed on some key line items we can go over that. i find that a little niggling, frankly. the premiums they collect that goes to pay for health care. because the managed care stocks have been crushed by elizabeth warren worry, nabaf is all they needed the stock exploding 6.5% in a single session centene has rallied 15 points from its lows at the beginning of the month, although it's still 27 points away from its highs. clearly the stock is picking up momentum let's check in with michael neidorff, the president and ceo of centene and my favorite health care executive now that he has final recovered from the st. louis cardinals' stinging defeat at the hands of the

shocking washington nationals. mar neidorff, welcome back to "mad money." >> well we won't talk about it >> just got a new manager. thanks for coming on this quarter is what i think centene can do and get better and better when the next deal closes you've really got momentum enough, and you also announced a buy back, which i think was a great reassuring sign. >> well, a couple of things. first, this was about the ninth clean quarter we've had. and the other eight, we went down for no reason in my mind. this was a very good quarter the buyback we have the optionality now. with the proceeds from the sale of the stock, the companies we're divesting, we now have the option to retire debt or buy back stock if we can, i'd like to buy back stock as a way for the investors to do well in the deal >> here's what i'm thinking. there was a piece in "the new york times" october 18th, 2019

pending decision on obamacare would up end the 2020 campaign there is a very big federal appeals court decision coming very shortly it could happen this evening for all i know where there will be a lot of misunderstanding. i'm not sure none of us knows which way it's going to come out. but there are situations that could be very advantageous for centene that people may misjudge >> when we called, it was our investor day we called when the 5th district federal court was going to rule the way they did. >> right >> we think there is a chance that the appeals court could overturn it. we know if they don't, it's going to the supreme court and we think the supreme court will overturn it, not 5-4, it will be 6-3 or 7-2 we're hoping that the federal -- the appeals court 5th district does reverse it. if they do, it would take an overhang out >> right i'm presuming you're saying 7-2 would be in favor of the affordable health care. >> oh, yes, absolutely, absolutely >> as it is, the exchanges are

shocking people, right they're actually doing -- where they're allowed to flourish, they're flourishing, and costs are going down >> people like them. and we're retaining the individuals longer than we historically have. we're down to about 1.9 million. they're staying longer all the time and we have 80% of the people each year renewing from the previous year. so it's a product they like. it's working people want to walk in with an insurance card, not for free care. >> don't you think there has been a miscalculation in the big broad presidential debate and lately in the polls from cnn the other day, it looks like the american people are waking up to the idea that maybe it will cost too much, and maybe the care would be sub-par >> on the single payer >> yes. >> just look at every other country. you go to england, they've had single payer forever, and a private system equal in size to the single payer you look at all these things we can't afford it every time a politician -- i've said it to you before. it's too much politics, not policy >> right

>> i tell them why don't you go practice on the postal system. you've had the postal system the private system this system is working people are getting the care they want >> i have a couple of employees in italy, and one of my employees had to have a hysterectomy and i said i'll be right over. she said no, it's class b. what's class b no, it's a couple of months. do people knowthat happens >> the only way you can contain costs is to delay treatment. medical spots in the former eastern european bloc so they can get the knee replacement or what things they can't normally get. give you one more fact. >> sure. >> i have to confirm this. >> i believe there are about ten times as many mris in canada as you'll find at the mayo clinic in rochester, minnesota. think about what that means. if there is 74 in rochester,

there is only 74 in the whole country. it's those kind of numbers. >> that's horrible >> i know. >> going through this gigantic acquisition of wellcare. where are we now it's illinois and new jersey every state? do you have to make a presentation in every state? and why can these two states hold you up? >> well, they're not >> they're not >> new jersey, they seem to be last that's okay. they're going through the review right now. >> okay. >> there are some things in illinois it's virtually going to be resolved any time now. it's a clean -- it's a very clean acquisition. >> okay. >> we're working on the justice antitrust. antitrust is hard to see because the states can decide how many players they want at any time hand the rates are >> okay. one last question, do you think that people are beginning -- when elizabeth warren really raises more hell, are people

starting to get frightened about the dollars it will cost >> i hope so the numbers i've seen, that single payer program, medicare for all will cost somewhere between 25 and $38 trillion over ten years. the budget for ten years is $56 trillion thinking what that means. >> that's the whole country? >> i've said it many times it's politics, not policy. >> right. >> and you know, it's very easy to have a sound bite, medicare for all. >> right. >> it takes a lot of paragraphs to explain how bad it is >> all right that's great you've been a source of great wisdom and what everyone thought the exchanges were going to fail, you told us they were going to succeed now people even want to be in them, my family members included that's michael neidorff, president and ceo of centene, cnc. i think the tide as crested on single payer, which makes centene a great buy. "mad money" is back after the break. so ...how are you feeling?

on a scale of one to five? one to five? it's more like five million. there's everything from happy to extremely happy. there's also angry. i'm really angry clive! actually, really angry. thank you. but what if your business could understand what your customers are feeling... and then do something about it. turn problems into opportunities. thanks drone. customers into fanatics change the whole experience. alright who wants to go again? i do! i do! i have a really good feeling about this. it is time it's time for the "lightning round" >> saying something about -- >> 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. sam in massachusetts, sam? >> caller: mr. cramer, i opened a 50% position in con ed a couple of months ago, and it's been on a bit of a downturn lately, and i'm 20%. and i'm seeing the coo sold off a bunch of shares, and some of these analysts have lowered the price target, and i'm kind of chomping on the bit wanting to increase my position >> i'm just okay on it right now. it's been a little too up or down, hit or miss. in the food group, i'm a pepsico guy. i think that's the straight and narrow by the way, i happen to like very much and pulled up yesterday, i happen to like the stock of mccormick better. let's go to charles in connecticut, charles >> hi, jim.

>> vodafone. >> too risky it has had a very big move and it won't support it. william in maryland? >> caller: hey, jim. boo-yah to you. >> boo-yah >> caller: i'm interested in novacore, nvcr >> the stock came down a little bit, ran a little too much i like nova cure i think it really belongs in a portfolio. i think it's a good one. how about we go to chris in ohio chris? >> mr. cramer? >> yes >> caller: how you >> i'm good. how you? >> caller: very good, thank you. thanks for taking my call. my question is about the edge computing cloud perform. i bought in for around since the august stock rotation. and i'm just wondering whether i

should hold on to it or do you see it bouncing back >> i wish -- i don't know the number between fastly and will from the tight end i think he is ir so i'm going to have to do more homework, because fastly is just something i'm slowly on. let's go to phil in new jersey phil >> caller: boo-yah, dr. cramer. >> governor phil, how are you doing? >> caller: i'm doing good. not dealing with amazon. other than that. i have a starbucks >> if i was going over with jeff marks today. my research guy from action alerts plus, and we said maybe it's time to pull the triggers on starbucks it's come down so much i think you buy some now and buy some a little lower. let's go to feliz in connecticut. >> boo-yah, mr. cramer boo-yah! >> caller: i am a first time caller i'm interested in your opinion of acb, aurora

>> we saw some news today about tilray doing some medical cannabis work that seemed good but acb at $3. this is a total spec as long as you understand that, then i bless you to buy it and that, ladies and gentlemen, the conclusion of the "lightning round. >> the "lightning round" is sponsored by td ameritrade lieva. i see best-in-class platforms and education. i see award-winning service, and a trade desk full of experts, available to answer your toughest questions. and i see it with zero commissions on online trades. i like what you're seeing. it's beautiful, isn't it? yeah. td ameritrade now offers zero commissions on online trades. ♪

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a. how much further with utilities run? this is a group that thrives when investors are worried about the global economy they're consistent, and they pay bountiful dividends, though given how much they've rallied, some of their yields are surprisingly low take long time cramer fav, the largest power distribution in the country. one with a bunch of power generation assets. ap has fallen from $72 over the year to $95 and change, including a $1.28 gain today the company delivered its third revenue miss in a row, what really matters is they give you 15% earnings beat. this comes to you after a 1:31 basis. plus management raised the earnings forecast and days ago they boosted the dividend, bringing the yield close to 3% in response, they hit a new all-time high. so can it keep climbing? 28% this year. let's check in with president and ceo of american electric power to learn more about the prospects. mr. akins, welcome back to "mad

money. glad to have you in studio good to see you, nick. have a seat. so people are probably saying utility company, doobie brother, why are they bumping in with that the floor is yours. >> obviously, we were happy with the outcome of the quarter and when you think about the things we're trying to do as a company, there is no question that when it really is a music, sort of a music theme. because we have a tune that we're playing and we want to continue being prosperous and it reflects in the music. >> i know you also from your other world, which is the rock & roll hall of fame. finally the tobaccoies. >> finely. >> they were not in? >> finely. finely in. >> what a crime. >> actually, they're nominated they're not in yet but for the first time they've been nominated >> i want people to understand, i think people are saying how is it possible a utility can be up 28%. do you guys have any sensitivity analysis of how much increase in the stock might be from the very nice-sized dividend versus what is really good growth? >> so obviously, we're feel like

we're robust in terms of what the electric industry is providing. we have further electrification of the industry that is occurring. and certainly with the infrastructure development, i think people are starting to recognize the importance of the product that we deliver. just look at the wildfires, hurricanes, and those activities and the investments that we're making are real investments. the customers find value in. and for us to be able to make the investments and improve the customer experience is something i think is going to be robust for electrification of the economy. >> i haven't thought of this, but have they ever called you out there to say hey, what should we do, pg&e you run a pretty good utility. >> well, obviously there is a unique set of circumstances thought california policy making and in terms of really the demographics of the industry and so when you think about some of those issues they're dealing with, it's a significant challenge. >> okay. now we see a bifurcation in a lot of the country macro grid which is industrial

slowing down, but individuals doing better because of this -- all this construction involving natural gas and pipelines. it looks like that's not necessarily the right mosaic there, but is some slowing in industrial >> there is some slowing in industrial but we're seeing improvement it was second quarter. it was down considerably it's coming back a little bit. it's still negative. but overall, it's improving. but the natural gas side and as well the transportation of the natural gas, really you get the shale plays accessible to the rest of the country, that's double-digit growth. >> double-digit growth. >> yes, for the transportation sector and still 7.8% for the overall oil and gas sector it was the largest increase that we've seen since the first quarter of 2016. >> wow, that is amazing. i don't want to be too jingoistic, but the fact is, nick, our country is endowed with tremendous natural resources. we seem to take it for granted >> absolutely. that's why a balanced energy portfolio is clearly important

and for us to be able to use natural gas as a backup for all the renewables and other activities that we're doing, it's really an incredible opportunity for the u.s. to take advantage of these types of resources. >> we also must obviously have a lot of solar wind. you're looking at your future. 40% of your power, you think can become renewable >> oh, absolutely. we serve the south central part of the u.s. in oklahoma, texas and as well, even in the midwest you have regions that have very good wind resources. and when you look at the ability to -- for wind power to be delivered, it obviously is the energy cost is practically free, obviously, you're spending capital to deploy that but overall, but using that, you can lower customers' bills, and still use the regular fossil generation as backup fly supply for it >> i wish people knew about this i think the president favors coal, so therefore were going back to coal but coal seems to be going out of style from 2005 until now

you're talking about in the future, more than half you're cutting coal. >> yeah. i think you're seeing a rebalancing of the portfolio of the country because typically before, you didn't have access and really the technology itself around renewables wasn't where it is today. and in the future. so you're going to continue to see that rebalancing, not only because of technology,but also because of the resources themselves that are in play today. >> i know that because of the low price of natural gas, some people would expect that you would be building a lot of natural gas plants but there are environmental issues with those too, right i mean, they're cheap. but it doesn't seem like you're putting them up all over the place. >> that's right. typically what you're looking at is building renewables backed up with natural gas, because it gives you the demand to be able to supply load when it's needed. but at the same time, by using as much energy coming from the renewable resources, it lowers cost overall >> one last question did you ever expect there would be a growth company, a growth stock? >> obviously, our focus is

primarily providing growth and dividends on a consistent basis for our shareholders and typically, we're seen as a state industry >> right. >> it's not that way anymore. >> no. >> it really is focused on technology deployment and being able to really reinvest in our grid to ensure that the american way of life will continue. >> that's why i don't like the utility etfs you get the bad with the good. why not just buy the good. here we are. >> yeah, that's right. >> >> nature cleveland i know you know lisa is going to it this year okay that's nick akins, the president and ceo of american electric power. listen to the music. "mad money" is back after the break.

after the bell, what request i say? intel really good. amazon, i'm going to use a term. it's called suboptimal fair enough. i always like to say there is always a bull market somewhere i promise to try to find it right here for you 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." ♪ narrator: first into the tank is a twist on a classic middle eastern favorite. hello, sharks. my name is jesse wolfe. i'm a ucf student from orlando, florida, and my company is o'dang hummus. today, we are seeking $50,000