bad next year. >> remember coming to america. eddie murphy said in the face. >> in dan's face roku sucker thanks for being here tyler. >> tyler, excellent job. >> that is the hangover. >> "mad money." >> 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 co-to cramerica. my job is not to understand, educate and teach you. call me or tweet me. themes repel earnings. earnings propel stocks always say that every day, including this one the dow dipped 28 points

nasdaq edged down 0.07%. it may be hard to follow interest rates or politics, it's a lot ease yore the bet on great themes if you want to make great money! i had the great privilege to interview dave coaty, former ceo of honeywell, now an check tif with verfiv. it's a special acquisition company. this guy's a phenomenal manager, consistently crushed the s&p 500 when he was running honeywell, but when he retired and turned it over, many people he might be done running business. i was thinking he might be no not for cody it's too much fun. he likes business too much he didn't quit he raised some money, looked around for a business that seemed to have the wind at its back, a business that's growing much faster than the broader u.s. economy, that's not hostage to global trade or politics or

the federal reserve. he came up with the data center. in particular data centers that can deliver digital information at lightning speeds. stha that was his path. why was he interested in this particular company was the business a fantastic enterpri enterprise he'd probably be the first to tell you no, not yet he brought in rob johnson, from the sector, to take over as ceo. dave compared it to honeywell a couple years from the turnaround that he led. they were confident it could only be a platform for spectacular growth over years i have learned a tremendous amount about business from dave cody you liked the aerospace business the middle class vacation of the

developing world most people have never set foot on an airplane but over time more and more can afford to fly. dave says the data center's even better he think the traffic could grow at a 21% clip for multiple years. he sees the volume increasing exponentially, especially seeing that 90% of data in all history has accumulated over the past two years. by 2025 there should be 6 billion mobile users that's up from 23 billion last year that's pretty powerful now, is it a can't-miss proposition? no such thing. but it sure seems to have a better shot at succeeding than most businesses. i like the methodical. we're always searching for powerful sectors, themes that work with the macro situation. they tend to pop up in crazy, nutty places you have to be able to pounce the moment you find them

last week's game plan, i told you to buy autozone. today the stock is higher, up 7% did i recommend it because they're the best retailer in the world. of course not. i pounded the table because it's the best run auto parts chain. the average car is 12 years old, meaning it needs maintenance the best part is you do it yourself they're the best do it yourself retailer with a consistent track record is that enough in an era where almost anything can be crushed by online power, you need convenience and the lowest price, which is what autozone can give you with private-label car parts. just like dave cody believes in himself and his business.

yesterday i talked about destructive buybacks, raeltly zeroed in on retail. i said mays and kohl's have spent billions buying back declining stock, effectively setting their money on fire. the difference is you have to skw ushsz yo if t yourself if it's worth buying. the buyback, i don't want to use the term no-brainer, but you get what i mean. that's why the stock soared so much today, the biggest gain in the s&p 500. we're looking for do it yourself things one int you to remember if there's no trade deal with china this weekend, that is 5g this quarter we've seen explosive growth in the 5g wireless cohort. this is the first day. i point it out because a lot of

times only third, fourth, no, first. we have a lot riding on it we have a prospective merger between t-mobile and sprint. a bunch of attorney generals opposed it with antitrust. t-mobile and sprint say it will result in better prices for consumer, allows thome spend more on 5g customers, well, they get a squeeze. i would argue t-mobile and sprint can't really compete with the two titans of wireless, at&t and verizon, especially when it comes to 5g buildout we have two major players. so we have china trying to assert 5g leadership with its government demanding supremacy we have the europeans trying to catch up with companies like ericsson and nokia basically, 5g is an industry at war with itself. sky works solutions, corvo, qualcomm, and martell

technologies any one of these stocks is worth investing. of course these companies have a ton of business in china, which means they sink or swim depending on the outcome of the trade talks themselves, not the rumors of the outcome but the outcome. what matters to me, though, it's not trade talks but the theme itself if we don't get a deal, if there are higher tariffs, sure, all four of the big 5g chipmakers see the stocks go lower. will that mess with the theme? will it stop 5g? absolutely not the data center, do it yourself auto repair, 5g stops for no to gft. the bottom line, at a time like this, we need big, apolitical themes that work no matter what, and the best of them should work for years and years and years. when these stocks get it, you buy into weakness because you know they'll be able to make a comeback as secular growers almost always will jerry in missouri. >> caller: hey, jim. thanks for all you do for us >> thank you, jer.

>> caller: i'm long on viacom b, now viacom c my brokerage has transferred all my shares over to viacom c and i've watched the share prices plummet for the last several days my viacom b shares have been increasing on large volume 37 i called my brokerage and they can't explain why viacom b is still trading with the volume. i was wondering if you can explain -- >> well, we know from david fabbri, viacom's ceo, i don't know what kind of arbitrage is going on with the b but this stock has been -- viacom c, the stock has been terrible. my travel trust owns it. i'll try to talk about it tomorrow on my conference call it is an embarrassment i do believe that the stock is cheap, that's not it so far. i am not throw ing in the towel but it's been a bad stock pick

i thought david was tough, he said he was fair, i agree. richard in washington. richard! >> caller: oo-yah! >> boo-yah >> caller: like a 9% pop in revenue. what do you suggest with this stock, a good buy or a hold? >> that is ferrari i think it's a very good situation. i liked this one at the beginning. walked away. that was wrong it's a steady, solid situation i know the company i've don a lot of work on it since i initially went to work on it and i think the world of it i think it's very good bill in kentucky bill >> caller: hello thank you for taking my call >> of course thank you. >> caller: i want you to get you

on something i bought charles schwab shares october the 1st when it was announced they would give away -- it would be commission free >> okay. >> caller: then a few weeks later i sold one-fifth of them at a very nice profit and still had the same amount that i originally invested. but now it's almost the middle of december and they've gone nowhe nowhere. should i sell the rest >> no. it's a terrific 2020 play. i would stay long. why? not was of because of the brokerage business but the data may be the best many the business marco in florida >> caller: hi, jim you recommended diamondback energy you said it had way more room to go i bought it at 106.75 and i have a loss of 21%. i was wondering if i should sell it or hold it. >> no.

i've been wrong on the energy stocks as i mentioned. you'll hear it from me later in the show again i was too bullish about energy i thought it would bottom and had the best growth characteristics. that is some degree true, but my bullishness in oil was incorrect. and i got it wrong sometimes you get it wrong i got oil wrong. and i'm not going to stop beating up myself about it because i should have realized that the group is just not there. strong themes. right now we need apolitical themes that work no matter what. on "mad money" tonight, which position is set to roar in 2020? i'm going off the charts to find out. then to maybe big bucks in an uncertain market i'm eyeing the company's potentia

potential. i'm eyeing the company that makes the connections possible 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. everyone uses their phone differently.

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and save even more when you say "bring my own phone" into your voice remote. that's simple, easy, awesome. click, call or visit a store today. with the s&p 500 up 125% in 2019, can we keep climbing in 202? that's the wrong approach. instead of worrying about the whole market, you have to be sector specific because some are positioned to roar next year that's why tonight we're going off the charts with the help of dan fitzpatrick, a terrific tech nix, a to stock market mentor and my colleague as realmoney.com where i blog you get a better read on the industries that have serious upside potential next year, that have been practically left behind in 2019 the metals and mining, base

material and emergency stocks, some real dogs when employment is strong, that is your friend and the global economy is starting to rebound maybe these stocks can work. in the last few weeks, we've seen a terrific breakout in the metals and basic material stocks that has a lot of smart people buzzing about whether the time is right to invest in them energy is lagging behind, but fitzpatrick is seeing signs of life if they can keep climbing that gives the bull market more fuel even though the stocks left in this cohort aren't that big when it comes to market capitalization the daily chart, the s&p metals and mining etf, the xme. this group peaked early last year and promptly fell about 40% before finding a bottom last december around 25%. that was when the fed decided to have a change of mind and get more bullish we've been in synchronized global expansion, great for metals but the rest of the world

started losing steam and the u.s. economy got gut punched in the fourth quarter that's why the metals and mining stocks went out of style they got to keep raising rates, things go bad, then the fed relents and things go higher that's what you need to know since then, fitzpatrick points out each rally has had a lower high think about this a lower high than the previous one. you can see on the etf moving aej over the past year that ceiling tilts down. however, while the highs keep getting lower, the lows were flat you know what this is called in this is called a flat triangle pattern. flat triangle pattern. according to fitzpatrick, when you see this in a downtrend, it's only a matter of time before something has to give a breakout is unavoidable. the question is whether it will be a breakout to the upside or the downside

as these get narrower, something has to give. a couple weeks ago we got the answer the xme broke out about above its 1,200-day moving average within a few weeks fitzpatrick said the 50-day moving average is above the 200-day moving average. this is known as a golden cross if we get it, an incredibly bullish pattern. once that happens, a new uptrend will be confirmed. i should say if it happens, i shouldn't say once when it happens because it still might fail how about the material select sector etf the xlb this time. this has been trending higher most of the year, creating a different kind of flat triangle pattern. the xme made a series of higher lows, its highs kept running into the same rance at 59. just like the metals etf, a flat triangle, the breakout as the

coordinates come together, well, something's got to give again. when it's up for the year, it's tough but it hasn't been keeping pace with the s&p 500. a couple weeks ago the base materials broke out to the upside it's at $59.62 now it's got a lot more room to run. we have the metals and the base materials for an economic expansion. when incomes are strong, manufacturing is doing better than expected and there's pricing power for finished goods. we need one more sector to start working before we can round out the natural resources trifecta that's the one i dislike so much, energy unfortunately, the energy cohort is in worse shape and you can see that's not as pretty a picture. take a look at the sle the energy select sector technically the energy cohort is still stuck. fitzpatrick points out the 50 day moving average and the 200 day moving average are trending lower chx means there's not much

for the bulls to cheer about here every time the energy group tries to rally, it runs into a seemingly unbreakable ceiling of resistance at the 200 day moving average and i've grown more and more wary of recommending any of them, even the best ones however, fitzpatrick believes the downtrend is ending thashs thereby will triple bottom that's one, that's two, here's the third bottom and that's where the lower -- the lows from december 2018 hold up. at the same time, the consolidation over the past month has occurred at a higher level than the triple bottom pattern, so horse's the consolidation. the sle is headed higher again, seconding up another test of this 200 day moving average, that's the blue line, but this time we're coming at it from a much higher level, so rather than just from here, coming at it from here, certainly a better launching pad. the bulls want to see a breakout the same way we have a breakout in metals etf last week. fitzpatrick thinks it might take

a while to happen, but it's definitely something you should watch for in the weeks ahead my view, it wouldn't surprise me if he's right. we've soon some strong action. halliburton over the past two months, suggested that group may have found a bottom. of course a lot of people have been burned before turning to energy, though my charitable trust has been a couple of real conquerors in this patch then you'd have all three sectors going higher, metals, mining, and oil. that's bullish the bottom line, the charge interpreted by fitz patrick suggests the metalings and mining are headed higher and the energy cohort might be ready to turn suit. in that's the case, 2020 could be a very good year for this bull market, even as i'm going to tell you pointpoint-blank, im not yet a believer in this part of the market. stick with cramer.

a littler over a year ago i recommended yeti holdings. tumble tumblers, bottles, mugs. that's what i really liked perfect to go camping or a tailgate party i used one this morning for hot cop f coffee on the way to work. it traded down to 17 and change by november 19th i told you that yeti was far from perfect, but they had a solid growth story in a digital direct to consumer business, which made it too good to ignore it at just 17 smackers now, because the fourth quarter of last year was such a meat grinder for the stock market, yeti proceeded to get hammered down to 12 bucks but after that, it came running back like so many other stocks

by april, it was trading above $30. what a move, huh that's the thing we're always trying to look for good stuff there bouncing around the high 20s, low 30s since then if you bought it when i recommended it, yeti has given you a 75% gain but that was just as true eight months ago yeti seems to make a double top in april and july, peaking in the mid-30s, then coming back down at these levels the stock started to seem expensive and it didn't help that the trade war with china was escalating because more than half of yeti's products are made, yes, there. it's done a lot less damage to our economy as a whole than experts predicted. the result, yeti's stock keeps oscillating back and forth in the past few weeng weks a co of bullish analysts say it's ready to break out on the joup

si upside you need to know what it's been holding it back. at the beginning of may, they reported a solidly better than expected quarter but the stock ended up going into the earnings it wasn't raised enough. the stock got hammered nearly down 9% on the news. then they announced a secondary offer priced at $28.50 because the company's private equity backers, private company owned by p/e, wanted to bring it in. by the end of june, the stock had sunk back to 23. a couple months later, yeti makes a miraculous recovery the stock higher for the next quarter. it got to a new all-time high a couple days before the report. things are looking good again. what happens once again they deliver an unexpected result coupled with disappointing guidance many of you call when that happened saying why did that

stock go down? it's always the guidance people. meanwhile, management insists they'll be able to mitigate the effect of the tariffs. by late july, they were looking at 10% over the next three days the stock loses 15%, all the way back to 25 what a roller coaster. so far so frustrating, right the latest report, the one at the end of october, this time yeti gave you a clean beat and a clean raised they substantially raised their full earnings forecast you have some really good sales growth, up 17%, up 31%, wholesale up 9%. coolers aren't doing badly either, up 13% and yeti's gross margin expanded by 270 basis points because they've been so good at cutting costs. that was exactly what we wanted to see if you're a bull. but apparently, it wasn't good enough for wall street because the stock got hammered that day, down 4% on the news. seems like this stock cannot

take a break a few days later, another negative, yeti announced a 10 million share secondary, the second one this year private equity shareholders could ring the register once more trading 33, suboptimal a lot of this is self-inflicted whether it be the forecasters or the big sellers from inside. that's when yeti said the private equity overhang, when the analysts at last started coming to yeti's defense, which brings me up to pretty much now. on november 8th, baird designates yeti as a fresh pick and reiterates the $45 price target the last quarter was good, the next should be stronger thanks to direct to consumer business and the experts may well be too low. give than the stock experienced a dramatic pullback, they argued it would be too cheap to ignore. when baird dug into the quarter, they found yeti's core product was up almost 20% year over

year the company seems like they have a solid understanding of digital marketing, stock trading at a 25% discount then in what i thought was the reason why we had to do this peak and a chance maybe it should be up here now, goldman sachs joined the party they upgraded yeti from hold to buy. they have raised the price target to $37. they love the brand, love the innovative coolers, love they're being sold at lowe's a special promotion. the ceo of lowe's love the rapidly expanding digital business even if they have exposure to the trade war with china, 56% of sales come from there, the view is to the upside i'm honestly not that worried about the tariffs. and not because i expect a trade deal sometime soon i don't. it's just yeti has been working overtime to mitigate the damage of cutting costs, strong-arming suppliers, eating the cost of

tariff hikes and raising prices if necessary and they're sticking this is a premium brand, which makings it much easier for yeti to pass on the cost of the tariff to you, the consumer. i don't like that the private equity backers still own 35% of the darn business, but finally, you'll hear people fret that yeti, the stock is expensive the stock sells for less than 20 times despite 17% sales growth that's not expensive relating it to the tail growth the bottom line, introducing roy at the beginning of the year, spent the last eight months marking high i agree with baird and goldman come 2020, it will be yeti's time to shine. i want you to stop fretting about china. it mitigated the damage from the tariffs and through some buying of yeti.

let's go to chris in wisconsin chris! >> caller: boo-yah about three months ago i talked to you about the stocks bwh. >> right >> caller: at the time, you weren't really high on the stock. >> true. >> caller: it's gone on a nice run and have issued two special dividends. curious to hear your current thoughts on the stock and the special defensive dnd. >> yesterday we got a cob. we got a number from thor, a big rv company, and they said some big things it looked like a big overhang is over i think we should have it back on the shelf i go back and forth with marcus on twitter he's a terrific spokesman. get it from me jason in alabama jason. >> caller: jim, thank for having me on again.

great to talk to you, buddy. >> sure. great to have you. >> caller: okay. back on march 21st i called in to ask you about calloway golf you advised me at that point to buy more of it, hang onto it i then purchased the stock at $15.80 it's up over 25% since then, above $21 and close to a 52 week high i have a question for you. with calloway's price target around $25, should i trim my position or -- >> no. we look at this very regularly we like this situation we're glad we nailed it and helped you make money. but we do not want register around here. we think there is more upside to calloway golf. new year, new yeti is this stock tied to china? your time to do some buying before we find out much more "mad money."

in the 2018 nfl season, 25% of fans connected to wi-fi. 150% increase from the 2013-2014 season i'm eyeing the company how do you play the trade talks? today i'm looking for answers, all your calls rapid-fire in tonight's edition of "the lightning round. stay with cramer (vo) the flock blindly falls into formation.

flying south for the winter. they never stray from their predetermined path. but this season, a more thrilling journey is calling. defy the laws of human nature. at the season of audi sales event.

this has been a brutal few months cisco has been hammered. what about extreme networks? extreme was a roll-up. their goal was to challenge new players, establish themselves as the first cloud-driven end to

end enterprise networking company. after the acquisition of aero hyde networks over the summer, they have $100 billion of cloud in their working business. could that give them an edge is that edge enough to offset the border weakness in this entire networking space? let's talk with the president and ceo of extreme networks to learn more about his business. welcome to "mad money. >> thank you >> have a seat good to see you. >> thanks for having me. >> first time on, why don't you run through some of the exciting things that are going streaming, of which there are many, and talk about the nfl relationship not just because the eagles beat the tigers >> as we look at extreme, it's a different company that most people would remember extreme from years back because we made these acquisitions four years ago, we had to get scale, right we've made our play up in all the players in networking, we're the only one that game from that lower quadrant with gartner, an a big

barometer, and went up to leadership quadrant. that was a big deal. and now we're a challenger with small businesses like cisco and hpe. that's part of the issue for us, we're competing with larger companies, but we have better it ctechnology, better solutions in our opinion >> they'll argue with that >> they'll argue with that, but we have third-party providers like broadcom who would argue with us. >> you have a fellow from broad caminero ca, a great relationship >> yes we're tight with broadcom and with the cea acquisition we have the former number two finance guy who came aboard at extreme but the broadcom has the best merchant end to end and it's not about cisco anymore for driving networking, which is kind of interesting, because they have 55%, 60% market share. it's really about the cloud guys so it's really going to be, you

know, google and microsoft and -- they tear ones that are driving it if you look at broadcom, their merchant, silicon, with these hyperscale cloud providers out there or arista and then they're also in the iphones. iphone 11, for example, with the chip at the end to end, it's broadcom chip sets and merchant silicon, programmable we just write software >> got it. you are a worldwide company. you tacked about germany, italy. but you're everywhere, right >> right >> some is from aero, this acquisition. tell us about that it put you on the map. >> what aero hyde does is brings us to the cloud. we've always been software driven i mentioned r&d is all about writing software the industry has changed there's old cisco, which they were very good in '90s and the 2000s, really conditioning the market to higher engineers to write code to boxes in the

network. you don't have to do that anymore. now it's about software. you have software-driven networking >> contrast yourself with mor rockian. >> they do but that's wireless and switching at the edge. it doesn't talk to the rest of the portfolio. >> okay. fair enough. >> it can't go end to end. that's a problem and a problem for enterprise customers because they can't go end to end >> we don't see, obviously, consumers don't see extreme but they've used it if they've gone to a stadium in the nfl. >> you got it. 26 of the 32 nfl stadiums, they're using extreme either wireless, wired, or analytics. so we're the exclusive provider of wireless for the nfl. >> so let's say you weren't there. what would happen if we tweet, try to take picture, all 77,000 of us in the game? >> obviously the quality is important. it's critical. the nfl is having a great season and it's all about the fan experience there they're driving that, so when you're at the stadium, it's important that wi-fi is working.

we partner with verizon on that and other carriers as well because you want to have a good networking experience. it's the holiday season. fedex and u.p.s., big customers. all your packages getting there on time. it's running through extreme we have so many stories about the 50,000 enterprise customers that we have really interesting use cases >> give me -- what's the game plan here? i know you want to be more than a billion. >> yes >> are there more left to buy? you've become inquisitive, trying to get -- i'm sure you need more than a billion >> yeah. well, we have to be opportunistic. the candidates aren't obvious. they're not obvious. so we have to be opportunistic if we want to continue to acquire, but we could. that's something we'll consider. excited about the cloud because of this migration of networking and cloud really changes things because of the efficiencies that it brings.

the idea of having a centralized network management with these disparate network controls, sort of throughout the network now, brings a lot of flexibility. it brings speed to our cloud and then it also brings a lot of savings and economy. >> explain the story i'm glad you make it so we can tweet and do all the things we want otherwise, why not just be at home the president of extreme networks take a look at it. a lot of stuff including a good conference call. "mad money" is back.

ed it is time it's "the lightning round! >> buy, buy, buy >> are you ready jason in new york. jason. >> caller: jim, buffalo bills, boo-yah. >> could be first time long time in the playoffs. what's going on? >> caller: that's right. most cannabis stocks were down

over 3% today but g.w. pharma was up over 6% long-term hold nigh've had it as a long-term hold i feel like cannabis and oil are two difficult areas. but i think g.w. pharma is a pharmaceutical that has cannabis as opposed to recreational play. let's go to crystal in california crystal. >> caller: happy holidays. >> thank you thank you. >> caller: i like this show. >> thank you >> caller: i'm thinking of adding for zuora to my portfolio. >> they just haven't delivered i like the idea of subscription economy so much, but you have to the do the numbers at the end. david in virginia. david. >> caller: boo-yah, professor cramer >> hi. >> caller: energy stocks seem to have been in the doghouse for a while now. but you think it's time to buy a stock like enterprise products, e pesh

epd? >> i am not in favor of buying them if you want to buy them, i would buy the one with stable cash flows. patrick in connecticut patrick! >> caller: hey, jim. love your show thank you. >> thank you >> caller: calling in about enphase. i hold it. i own it wondering if i should be adding to it. >> no, no. up 400%. this is a total solution play i'm not going to -- i just -- look, it's up a great deal and it seems a little reckless for me to come in at this level. let's go to cindy in nevada. cindy! >> caller: hi, jim how are you? good to talk to you. i'm asking about a stock that i own, my mimedics. >> so this is a medical device company. if we're going to buy them we go with the biggest of the best, like boston sicientificscientif.

brian in missouri. >> caller: big boo-yah the company i really like is am amarin corp. what do you think of the company as a hold? >> ups and downs and thicks and thins. i'm going to kirk in new york. >> caller: cramer. boo-yah for you. >> thank you >> caller: looking at western digital, i bought in march >> very inexpensive stock but i have to prefer more bell technology i think it's a situation people don't understand that's the best 5g. it's come down a lot that's the one to beat chuck in arizona >> caller: greetings, professor cramer how are you, sir >> good, chuck-how about you >> caller: not too bad are you aware that your music intro to your show is the riff

from led zeppelin "how many more times" >> no, that's new to me. but i'm a quick learner. thank you. >> caller: my stock is zynga >> they're making a move here. they're making a move. gaming play. it's funny, again, now here i prefer activism. had a very nice move today we were working trying to figure out what's going on, up 20% for the year that's the one i'd like to buy higher quality betty in michigan. >> caller: hi, jim boo-yah. >> boo-yah >> caller: i was calling about outfront media what do you think about that >> the home advertising. no too hard for me. maybe i'm just too beleaguered from the viacom c which has been so horrible. let's go to cesar in california. >> caller: hey, jim. >> hi.

>> caller: [ inaudible ] to add to my portfolio. how do you like that route >> jetblue, i think that the others -- you know, i like the united continental because munoz just retired american is cheaper too. "lightning round skwts >> sponsored by td ameritrade. take control of your financial future with the new madmoney.cnbc.com, cramer's exclusive ceo interview, full episodes, analysis, your own sound board and special access to "mad money" 101 with techniques for all investors >> the red flag that makes me drop a stock immediately is -- >> it's everything you need right when you need it the new madmoney.cnbc dolt come.

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people ask me how do you play the trade talk? they want my insight to be clean and the sources who are trusting when it comes to dealing with the chinese. i always say the same thing. start investing. back before president trump was president, he keeps his counsel

close as a way to get the upper hand in negotiation. if you think you're doing a good job of gaming his decisions you'll probably be disappointed. even his closest advisers may not know what he might do. he may not know himself until he tweets or says something in an press conference it's a fool's game i would love to be able to figure out his moves with trade negotiations, but unless you can see the future there's no way to know when i say stop playing and start invest, stop betting on the trade talks. look for the stocks of high quality companies that are worth buying regardless of how things go with china. >> buy, buy, buy >> take home depot it's domestic, caught in the crosshairs of the trade war. the president can't reach a deal with china to fore stall the next round of tariff hikes, there's a good chance home depot will get slammed that doesn't mean you should sell it ahead of the negotiations home depot has a big analyst day tomorrow i know management believes the stock didn't get a fair shake after that last quarter, which

is why japan is on the execution list and we can expect the same from sources we've owned home depot for my travel trust for some time i've become a fan of lowe's too thanks to the report of former hd executive marvin ellison, now the ceo of lowe's. it comes down to attractive levels stick with this trade. i expect home depot to match and address the costs of the tariffs in depth they'll quantify the impact down to pennies per share if the tariffs don't do much damage, that changes say the stock gets slammed on monday, trade talks potentially fall apart, you'll be getting a terrific chance to buy the stock. you'll be armed and ready. stop trying to bet on the trade wars start betting on stocks that are unfairly punished whenever there's bad news about the tariffs. a good story about tariff mitigation tomorrow. that's one example

stop betting on the outcome of the talks, look for opportunities created by the ridiculous swings in the market every time there's news about the trade war, whether or not the news is accurate you'll be in much better shape everything else is rank speculation. useless for investing. for trading. think about it how the heck are any of us supposed to bet on the trade talks when the president won't even show his cards to his sloesest advisers. believe me, i've spent years making a television show with lawrence kudlow, now trump's chief economic adviser i don't know what the guy is going to do. unless your sources are better than mine, you don't know either no point in trying to guess. just don't do it there's better uses of your time

no, it's not in my records. you've got a lot on your plate. deliveries. billy, come in. shift times. i just need to know if it's there. compliance. can i get your 20? for 100 drivers. doug... doug? and where is doug? he should be sleeping. so should you. just because you're married to my sister, you could lose this job, billy! this isn't working. introducing samsung connected fleet solutions. with the galaxy tab active2, you can track driver shifts and timesheets and meet eld compliance, all from one device. samsung business solutions. and meet eld compliance, all from one device. apps except work.rywhere... why is that? is it because people love filling out forms? maybe they like checking with their supervisor to see how much vacation time they have. or sending corporate their expense reports. i'll let you in on a little secret.

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in the corrosive atmosphere that is washington, getting something done, even something as insignificant as united states, mexico, canada agreement, just regarded as being either a gift to this guy or a gift to that person, hey, look, this is something that promotes the gross domestic product and creates more jobs for americans. if that's wrong, if somehow that is not constructive, i don't know what's left to say. just be ready 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." ♪ i'm from trophy club, texas, and my business is inspired by my beautiful girlfriend. i'm 11 years dusty's junior. and when i started dating dusty, it just clicked. getting the taste of dating an older woman, i-i noticed so many more attributes that she has, opposed to a younger woman. she's respectable, she's playful, sexy.