>> january five put spread pay nine to one. >> target, put spread don't pay that >> that does it for us see you back here next friday. "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'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 and teach you so call me at 1-800-743-cnbc or tweet me @jimcramer. can you imagine what would happen on monday if we got a trade deal over the weekend?

after an incredible session where the dow surged 223 points breaking through the key 28,000 level. while the s&p gained 7.7%. six straight up week nasdaq raising on positive trade chatter. i think it's within reach. we need to approach this with a certain amount of skepticism but there's a possibility. all that needs the to happen is that the chinese pay market prices for boat loads of pork and get an agreement that opens up their markets to our financial companies. pork deal wouldn't even be much of a favor chinese need pork. their pigs have been dropping like flies because of that swine flu. president trump knows chinese want and need our pork yet they keep trying to bargain

with him i mean, come on. at this point, i don't think they are that far apart, at least not according to larry kudlow if china doesn't give in and order some bacon it could be curtains the if negotiations fail that ushers in the next rounds of tariff hikes which would, of course, go into effect in december and might crimp this beautiful six week rally without a deal by monday i bet we'll see some major profit taking led by health care. this group especially the managed care stocks went completely bonkers today after they got two fabulous pest of news first the president unveiled a new transparency program so everyone can know the cost of their health care and less intrusive than expected. senator elizabeth warren said she wouldn't try, that is would not try to implement single payer until the third year of her presidency

wall street has been terrified she wants to abolish private health insurance today we got reason to believe she might be more open to compromise no wonder management cohort caught fire. given warren's statements and how under invested portfolio managers are in this group it may not be done. we trim some because we're not greedy so, also because i have some doubts that the democrats will keep harping on health care. the next time warren says something harsh about this group -- of course we're trying to be charity. none of these pie in the sky programs will pass congress in 2020 even if it's a wave year for the democrats. so i expect a little profit taking monday. what about the rest of the week? tuesday we get results from

three big retailers. home depot kohl's tjx. i expect home depotato have ton of good things to say. stock tends to open up and then go down really hard. i followed this pattern for, i don't know however, the despot then rally over time so you can buy the weakness if you don't own it yet. tjx is worshipped on wall street i shop here. but i like to shop at tj i got a belt the there recently and a nice pair of slacks. whatever they say goes they can say listen we're going burn our stores down people love them so much kohl's i'm calling it a conundrum. last quarter, horrendous can it turn itself around in 90 days they got those big brands. i like the stores. nice and clean may not be enough.

ne next week we're going out the san francisco. these trips are always incredibly educational there's so much to tell us that's where all the action is i can sit here and talk about goldman sachs the until my head is blue, like the blue man group who retweeted me today the place to get all the information is here. that's exactly where we are going. i don't like to sleep next week so i don't anyway on wednesday we hear from two of my faves for the holiday season target and lowe's. target has turned around check this out unbelievable leadership of the ceo is fantastic. lowe's a bit of a work in progress i got that from the man at the helm i believe in the work. i think he's doing a great job try to go to one you haven't been to in a long time

so much more clean and help there, people are much more helpful. now we like this medical device maker since earlier this year. medtronic doesn't jive with the stronger economy but a stand up performer. thursday we get results from macy's so many people are betting against this chain because it's developed a habit, a nasty habit of missing numbers that negativity means it may be a decent trade going into the quarter. can macy's be as bad as the stock seems to be suggesting i don't think so bloomi bloomingdale store looks good. have some nice stuff there if you buy macy's for a trade don't overstay your welcome. by contrast ross stores is reportedly closed. the discount almost always approach a decent number

the stock gets hit for $2 or $3. then you buy it ten days higher. nordstrom have cheap belts and umbrellas. then there's splunk. earlier this week the stock was hammered splunk is fantastic. a tough competitor that we'll introduce to you tonight that i think you might like more than splunk that's a hint. that said well i'm siding with the bulls when it comes with splunk one more that's problematic versus the old days when it was red hot. that was the days before the web. nordstrom. another department store that's generally perceived to be off their game their new store in new york city is a symbol of everything investors have rebelled against. a big brick-and-mortar institution with high prices, no real place to park

and bulls out there please be careful on thursday. you know what happens? this loretta mester, the president of the cleveland fed she will be speaking she's a one woman bull market wrecking crew. she's amazing. a little over a year ago this woman talked about accelerating economy right about when we were about to crash said the fed needed to tighten aggressively, loosen aggressively it was an appalling performance that contributed to the market's horrendous quarter meltdown. i won't be surprised she does the same thing this time what can i say she's a downer friday we take the pulse of the food stocks with smucker smucker has been bad they got these categories pet food and coffee. they are a little competitive. i think the stock can bottom at a certain level. get this foot locker reports and this one

is too difficult if i like sports i'll go get nikes. i'll go get underarmour. these days we scrutinize everything foot locker's numbers could give us insight on how the consumer is hand technology tariffs bottom line. after one more bullish week and that's not deniable or fake news, it's true, this market needs a win in these negotiations with china. bring home the bacon if we don't get something positive the whole edifice will tart to crack. that's up to chinese guess what i think that will do the trick [ hallelujah ] [ pig squeaking >> ralph in new york >> yeah, boo-yah, jim. thanks for helping people like myself i have limited experience and i need some help

>> i am here to help >> back in july i bought a small' addition in hasbro. i paid $122 for it i'm down 21, 22% now i know it's tariff sensitive but what do you see about hasbro >> they just did a big equity offering they had all sorts of things go wrong, especially in toys "r" us under armour and sports authority. i don't think that -- i don't want to average down here in part because they did this big equity offering and the stock is trading heavily. we need something on china we do. or else the edifice can do some cracking okay is it time to consider live person then with better than expected retail sales this morning i

wonder what's happening in this space. i'm giving you my take i'm eyeing the henry shine spinoff for pinterest to be part of humanization of pets. so stay with cramer. >> announcer: don't miss a second of "mad money". follow @jimcramer on twitter have a question tweet cramer, #madtweets send jim an email to m madmoney@cnbc.com. miss something head to madmoney@cnbc.com. robinhood believes now is the time to do money.

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for first eight months of the year this market had nothing but love for the cloud based software stocks. then the cloud went out of style for the bulk of september and october and the whole group was almost universally hated we started seeing something new. some cloud companies have seen their stocks roar to spectacular numbers. the market has high standards now. live person, a software that's a

service company that uses artificial intelligence to help businesses handle customer management they make bots to talk to their customers. call it conversational commerce. last week live person reported a confusing quarter. it delivered a top line beat, substantial bottom line miss raised full year revenue forecast and cut their full year forecast stock tumbled 13% last friday. but it bounced back this week. still down a couple of bucks this morning the analyst has a terrific report if you want to understand the stock this is a stock normally we punish let's check in with the founder and ceo oflive person. rob, welcome back to "mad money" good to see you. now i went through the quarter i like to do it in a vacuum. i don't look at the stock.

i thought it was a great quarter. i don't want to be in the -- the stock is bouncing back can you give us some highlights starting with a great slide in your deck. consumers live their lives on messaging the. >> think about we're all messaging our friends family and now we give the ability to message with brands and power it all with ai. it's really aligning to where the whole world is going i don't see us on websites or making phone calls message a brand like you message a friend or family we're doing that for delta airlines and big companies in the world. >> a top five cable company. world leader at conversational bank airlines they are all what just adopting one at a time realizing this is what they must do because their competition has it >> yes we have four of the top five airlines when you think about -- using

us when you think about the holiday season coming up you know what happens. it's snowing stuck in an airport. put on hold. change your flight now with delta airlines you can message and right there, change your flight. and not have to worry about it i just saw delta put on the back of the seats on the tvscreens now you can message us on apple business chat. they are promoting that. >> you had a terrific slide about apple business chat and how comfortable you guys -- you're really part of the mix now of what i guess is going to be what 5 billion. >> a billion consumers when they click on a phone number instead of calling with apple business chat just offer message us directly when you think about 2020 i think it's the start of like everyone having it the i think ai is now becoming something that's not just out there, it's something that we use to drive every day life. think about it driving every day life you can buy shoes with ai on a

platform do airlines. do t-mobile, change your subscription to t-mobile >> the stock i follow closely nvidia is down people didn't listen to the call it's about conversation and inference. this is the way the world is going. you also monitor facebook and twitter for what people are saying >> yes so we look now -- we've seen the social channels. people are out, there customers talking about brands and how can we bring that on to the platform so they can have a one-on-one conversation with the brands it changed the game. someone said i think this company is terrible. doesn't serve me right they are trying to react now they can connect with them, stay connected with them through a messaging channel. go back to, it's ai has been out there and you talk about a lot but we're actually 50% of all those conversations on our platform are powered by ai one of the few companies that it's not a piece of our puzzle,

it's the entire puzzle >> also you must be gathering, create a lot -- a lot of data. you have a huge amount of data >> so when you look at the conversations what people are asking about, we have 60 million conversations a month digitally that are on our platform >> 270 billion phone calls >> so we are having this data, data moat in the world of digital. >> my first reaction is well warren buffett talks about what's the moat. >> in the world of digital, whether you're google with search or social with facebook, we have this very unique asset which is millions and millions of conversations and if you want to doma shin learning ai automate those conversations you have to have them. we guide over many years of being in this business >> younger people obviously don't like to talk so this is their technology right? >> think about millennials, this

is the largest population, they are texting, they are driving a lot of different behaviors they drove why people don't go into stores. they are driving now why people are using conversational commerce to buy. >> not overnight success long the term. and terrific >> 25 years. >> great job founder and ceo of live person a stock you know we like and got all the things we talk b-all the tools to make it so that you are treated well >> absolutely. >> "mad money" is back in a bit. whether your beauty routine is 3 steps...

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has retail just gone completely crazy retail stores have bep been bea down by recession fears.

now they have caught fire. macy's is flying yet walmart stock can't get out of its own way even though the company reported a stellar quarter dog eat dog kohl's has gone on a tear at the same time costco seems topee. the parent of calvin cline has dropped more than 30 points. mall dwellers like gap are getting some lift. can you believe it even the troubled underarmour had a good day what's driving this retail reshuffle. better than expected retail sales this morning that made buyers pick up they are betting a second rising tide we had cold snaps all over the country. some of these beaten down stocks were a call for armageddon

that's why the losers are starting to win. how do we explain today's weakness and the old winners like walmart and costco. simple very little new money coming in this market. when money managers want to make a new investment they need to sell something else to raise capital. that something else walmart and costco we take it case by case. macy reports next week wall street doesn't expect anything good. bears know shopping malls are a dying institution and don't believe macy can reinvent themselves they could be wrong. as bad as the quarter might be the stock is mature. macy's is trading on investment until we see much more from them they source so much merchandise from china also betting on a trade deal here if the chinese don't bring home the bacon, this one goes large. for kohl's this had an epic run.

we need to be more circumspect we own this one for the travel trust. i've been telling people the same thing, it's caught fire here in part because of some good luck with their amazon partnership, you can go to kohl's, return amazon orders in person in the back you have to walk all through the store. company reports next tuesday if they don't say great things about amazon i expect the stock will get hammer. if they have any glimmer about daylight it could go up. cold weather is great for pvh. while the stock has rebounded hard from its close just under hundred bucks still 30 bucks off the table highs. they report a good quarter at the end of the month i can see their shares roaring what about gap victoria secret? and bath and body works. let me brutally honest they lack relevance and panache.

their brands are tired and old sell then the "ailing" underarmour. underarmour finally showed some signs of life today. this stock has had a horrible couple of months we found out about the sec and the justice department conducting a probe into their accounting practices a funny thing happened today "wall street journal" published a seemingly brutal article titled "inside underarmour sales scramble" pulling forward every quarter, and stock actually rallied. the story seemed wrong head. the only thing the former ceo seems guilty of is being a hard charging executive who tried to inspire his people i think underarmour made real sales to real stores for real money that there was no revenue recognition issue and that the recent weakness will turn out to be a buying opportunity. yes. i'm calling it that because this

investigation is wayward but plank will tough things out. and ultimately prevail how about the stock being sold as much as i love walmart and costco these are in the cross-hairs of steady rotation it benefits more from a store economy. walmart, they report on the same day that this thing turned sooner or later this rotation runs its course and when it does you wish you bought some of these. until then i'll give my blessing to start buying walmart right here it's ultimately the big winner let's go to mike in michigan mike, mike >> hey, jim, thanks for take my call comstock revolve group this thing has me flustered. have no idea what's going on about to have a heart attack >> don't say that. you'll jinx yourself >> good earnings it's tanking >> this kind of stock is hated

right now. ecommerce, i would tell you, don't lose heart but understand that now that we're in november you're going to have tax loss selling. i would wait until the end and buy some this stock has been awful but all the ipos have been awful because they gave us a lot of awful ipos that's why they are awful. that's what i call he awful log. >> eric. >> taylor brands i love the nhl and nfl deals is it going get back to the 52 high >> no. >> dan in ohio dane you're up dane great dane come on. dane >> sorry i'm up >> oh, okay.

go ahead tell me what -- ask me something. >> hi, mr. cramer. >> hi, how are you >> thank you for taking my call and your sage advice i'm the calling about jd.com they had a beat on revenue, 18.9 billion over 18.1 billion. >> ah-ha >> they had a beat on earnings per share. >> ah-ha 29 cents their guidance for next quarter is expected to increase over 20%. >> right >> they -- >> but they hit a 52 week high that's about as good as you're going get. remember where they are located. they are located in beijing and unless those guys buy a lot of hogs the trade war will pick up and that will hurt them where it

shouldn't. stock is still trading after hours. very odd it's just not that good of a stock and trying to drive home the point. i drove it home kind of like that kind of thing there's a retail shuffle but while it runs it course own the best much more "mad money" ahead. less than a year since kovest rurch s. then is it worth chasing data dogs tails in this market? i'm eyeing one of the newest cloud players to take the tape and/or acle rapid fire in tonight's edition of lightning round. so stay with cramer.

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not all spinoffs are created equal. back in february, henry merged a company with vets first choice and spun it off as coffee --

cove the trus. you think distributing animal health care would be low risk. they proved me wrong in august the company reported a truly abysmal quarter. stock plummeted to low teens i got the impression these guys weren't ready for primetime. stock got hammered falling to high single digits late last month. that's when covetrus decided to make a change. they replaced the ceo with the chairman at the time only a few weeks but it's going a heck of a lot better earlier this week covetrus reported another not so great results. management wanted to get all of the i was the out of the way as soon as possible but they got it for low single digit growth in response it's up 50% in the last few days. can this thing keep climbing let's take a closer look with

the ceo of covetrus. ben, welcome to "mad money". >> good afternoon, jim happy friday >> same to you okay let's just clear the decks brand-new company. just you telling me why we should buy covetrus. >> well, jim, covetrus has over 100,000 customers in a massive and growing market animal industry $55 billion, growing mid-single digits. we have a unique set of capabilities across the supply chain, pharmacy and we're uniquely positioned to take advantage of that opportunity. >> now, this was a sense of initially that well let's just say things weren't ready for primetime and you said right in the conference call, november 12th, first of all, i'll take responsibility for the very difficult and challenging entry

and early life we had as a public company we under estimated the sheer complexity of the transaction and many competing priorities. are you solving those issues >> well, jim, it's three weeks in but we're starting to make progress and i think that -- i think the first thing to do in this day and age is acknowledge when you don't get it right. we didn't get it right we had too many initiatives. when we did the merger, this wasn't a merger of two companies. vets first choice with animal health which was really 30 plus companies. not surprising with all of the competing priorities that, you know, the company had challenges but long term opportunities still exist. we just have to -- we got to slow down to speed up and i think we can do that >> i checked the balance sheet you obviously have some debt nothing that comes due what i'm trying to do is take

the disaster scenario off the table. so people who care about humanization of pet series can feel careful you got a lot of time here. >> yeah. i mean, look, you've been the at the forefront of that trend of the humanization of pets you know that plays right into what we do i think you see that across many different categories you know we're a leader. we supply preventatives to vets. chemotherapy solutions pain management solutions. and we help vets, you know, practice better medicine we're in the right spot but clearly we have a lot of work to do in order to prove that we can do that. >> so every day we give nvidia, my older 13-year-old let's say mutt a covetrus pill i say how bad could this company be that's a fantastic business.

this is -- it's payer, we pay the vet. we would pay anything for our dog to be able to stay and have a longer life. we would use covetrus. if people look in their medicine chest for animals will find covetrus stuff >> i agree i'm glad that you're taking care of nvidia. that's good to hear. you know, over the last ten years the number of solutions that we're providing to our pets, you know, just continues to increase and as that market grows, covetrus is well positioned to take advantage of those opportunities. >> i want to be sure you took a pretty big charge are those behind are those behind us? they intimidate people it still intimidates the investor that we have who does not have hedge fund managers >> look, yeah, it wasn't a small

number as you pointed out. all noncash and really reflective of the stock price drop that you mentioned. i mean we started at 40, went down to under $10 for a sustained period of time when you have that type of stock price decrease, you take one of those charged. but has nothing to do with the cash on the balance sheet. has nothing to do with our future opportunity i think we're well poised to have that type of information behind us. >> i'm glad you came on. yes, humanization of pets is our theme and we're looking for more names and yours came down a lot. let's leave it that way. three weeks, congratulation, new job and we'll talk soon. >> thanks for having me. >> that's the president and ceo of covetrus. they have this health care business for pets, spun off. a lot of moving parts. sounds like they are getting it under control. "mad money" is after this break. make fitness routine with pure protein.

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get the dividend but i don't recommend any mass limited partnership or c corporations in that business. let's go to john in virginia notice i can't say the r john >> hi, jim we've seen a he 70% decline in cronos since you recommended it. >> i said if you want to own that's the lower risk one. turns out there's no lower risk cannabis stock this stock is cheap. i say it has a lot of cash done a lot of things right it's cannabis. and that turned out to be a bust maybe one day it won't be and we'll be drinking cannabis beer or having edibles. to kay spencer who is out on the floor flick me a hershey's with

cannabis it's not happening alex in iowa aesthetic. >> hi, mr. cramer. my stock is winnebago. >> i don't mind winnebago. good stock to own if you believe the stomp will stay strong that's when it does well and that's the lightning round >> announcer: the lightning round is porned by td ameritrade >> we're not in kansas any more. what's up. i'm not a complainer i'm not a complainer i don't see anything on the menu nothing. i hate that waiter he's shameful. ♪ >> yeah. say that yeah as a matter of fact we were at chipotle for dillon's birthday

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i said at the top as we get ready to go to san francisco next week, that conference is the biggest event for these cloud related companies. i think about this sas because the cloud core gave me gains then it hit a wall this summer suddenly turned against the whole group. most of the cloud names got a broader rotation out of high flying growth stocks into the metal benders and stocks with lower priced earnings. lately, those in the last two weeks the cloud software plays have started to rebound. buy, buy especially sales force which caught fire. that's something that happened the for a long time. is it safe to get back in the water with the rest of them? i'm bringing this up joey a couple of weeks ago asked

me about data ddog i did that kind of stuff joking around in needed to do my homework. i want to circle back to it now because the stock exploded higher on wednesday after reporting a great quarter. i feel badly i didn't look at it before you have to decide how hard these are. i can spend a day trying to understand data ddog data ddog is monitoring analytics business you need to make sure your technology is performing the way it's supposed to when companies spend fortunes building up these systems they need them to work and that is where datadog comes in it tracks your infrastructure and applications are performing and then logs it so you can have real-time insight into how are you technology is work basically software makers.

datadog generates this modern data and their analytics turns it into intelligence doing both of these things on the same platform is cheaper and more efficient than trying to glean insights from separate systems which many companies do. very inefficient now this let's you fix problems faster i want makes it easier to scale up their infrastructure. you know what you feel like. you just go to another site. no one has patience. as more and more businesses embrace the cloud for businesses need monitoring. datadog is dealing with a $35 billion market opportunity how much of that pie ends up going to them is an open question we don't know. but they've got -- they got a real chance here to be the big guy in this category when datadog became public the stock defied the weakening ipo

market april hired right out of the gate the darn thing exploded, opened at 40 before closing at 37 that was all on its first day of trading. from there datadog kept falling because this was when, everybody hated these stocks are in september. yet another money lotion cloud stock please don't bother me by late october this was a $27 stock. okay now it's a tainted stock it went from being up here to down there another loser. certainly seemed like there were reasons to be concerned. datadog's revenue growth was slowing. gown from 96 last year to 80% the first half of the year margins were falling went from turning a profit in the first half of 2019 to losing money in the first months of 2019 free cash flow turned negative these things crushed things.

management had an explanation. they old out a couple of big new products over this period spent fortune on research and development and marketing. you had to trust them these investments would pay off. for a while no one was willing to give datadog the benefit of the doubt. i bumped into a board member today. there's a lot of these companies. see the company had to deal with some same worries that gnawed at the whole cloud complex in the last six months. first, their enterprise oriented software provider, enterprise. remember last night's show these guys are enterprise in a market that loves the consumer and hates the enterprise the fear with datadog their clients might cutback on technology investments in the face of slowing economy. we even heard some big names talk about a slow down in spending and here think about work day, service now. home spot.

there's a competition factor some of these cloud plays have too many rivals. the rivals of the ten seem perfectly willing to lose money as long as it means they can take market share. that's why hub spot got evicerated last week a number of big players in this space already. as it turns out these fears were unfound. tuesday night datadog reported its first quarter as publicly traded company and they knocked it out of the park not only did they give you a nice top and bottom line beat they also reported accelerated revenue growth up 88% year-over-year and turned in a surprise profit. the company keeps adding more and more beta cats, 2727 customers that generate recurring revenue of 100,000 that's amazing, people if the results were great the

guidance of stellar. better than what anybody expected long story short datadog put all the major worries to bed it's accelerating again. no losing money no getting torn apart by a slowing economy and vicious competitors? no that's why the stock caught fire on wednesday that's insane. look at that don't you want one of those. datadog is back above 40 in change datadog is a disrupter one stop shop application is eating the competition alive right now threading players in the application performance management space technical term, who is their competitors and dynatrace. and splunk if you want a single vendor, datadog has the best technology. there was a raid on splunk

probably not a coincidence that new -- was struggling. i have to wonder if they are not losing share to datadog. i'm a big fan of this company. let's talk the stock stock soared 20% the question is has it run too much datadog doesn't have enough in earnings toity on earnings per share. the thing sells 24 times next year's sales not earnings, sales forecast all their closest analogs sell for less than ten time sales my view, it depends. if the market keeps warming up to the cloud core some managers are willing to pay up for this one. if wall street turns against the cloud again this one will get hammered bottom line, long term i think datadog has a great story. short term i won't chase i can't.

against my discipline to chase this stock you're going to get sticker shock. if you like datadog wait for the pull back before you think about pulling the trigger. if the stock of this company keeps roaring, you know what, just saying this, stick with cramer it's the number one brand uniquely formulated for silky hair, glowing skin and healthy nails. nature's bounty, because you're better off healthy.

only one thing's more exciting than getting a lexus... ahhhh! giving one. the lexus december to rembember sales event lease the 2020 nx 300 for $329 a month for 27 months. experience amazing at your lexus dealer. you thought i was going dump nvidia the stock went up 40 points. i went through it with a fine tooth comb they have machine learning great gaming if this stock keeps going down you should be a buyer. i have to tell you that, in fact, it was one of the best conference calls of the year of this last say three months and it's a really -- there's always a bull market somewhere i'll find it for you i'm jim cramer and i'll see you

monday monday >> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ o'leary: let's do this. narrator: first into the tank is what the entrepreneur believes is a better way to keep things cool. hello, sharks. my name is stan efferding. my company is the kooler.