though if it breaks that, exit the trade, you have upside from here. >> thanks for being here, looking forward to seeing you tomorrow ibm. >> that's the trade? ibm? thanks for watching "fast money. jimmy chill 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 it. "mad money" starts now hey, i'm cramer. welcome to "mad money. welcome to cramerica other people want to make friends. i'm just trying to make you some money. my job is not just to entertain, but to educate, teach you, put it in context. call me, 1-800-743-cnbc. tweet me @jimcramer. what a day because of the coronavirus worries and then came roaring back when the world health

organization reassured us that the kraut break is not that bad, the dow ultimately gaining 125, the nasdaq advancing 6.2%. we need to address the elephant in the room. could we possibly be headed for a coronavirus induced recession if we don't get this thing under control? now the stock market has been saying no. but my wife, who just got back from a trip to poland asked me that question a few minutes after she got settled. she works in real estate and we were look at a house she was stunned. mortgage rates are back to 3%. she asked if the disease would shut everything down and that's why rates are so low stocks are signaling prosperity, at least today that's what i look at. bonds are saying recession, and that's what she looks at i told her the economy is too strong for a recession, but then i hedged because mortgage rates are priced low for treasuries and the yield on the ten-year has plummeted to 1.59%

that rate screams recession. the bond market is gigantic. we've got to take it seriously it may be wrong, but it's probably not that wrong. i know employment is fabulous and low growth is pretty good at the banks when they reported nevertheless, you report at your own peril. i've known that since i started investing in 1979. if you don't watch the bond market -- >> sell, sell, sell! >> now we only have a handful of coronavirus patients in this country. there is just one documented case of person-to-person transmission, and that was from spouse to spouse alex azar was incredibly reassuring when comparing the disease to others he's fought when azar was asked about it this morning on "squawk on the street." he seemed pretty redoubtable there is a sense maybe worrying too much has given the precautions that he is taking and his group is even though we gave her all she got when she is asking questions. the more i thought the hh

secretary maybe was too glib and i stand by that reaction even after the reassuring statement from the world health organization because the coronavirus has a two-week incubation period and carriers can spread the disease before it can be detected. it doesn't matter if you put a thermometer to a person's head they can still be incubating and you never know we're still allowing thousands of people from china to fly here every day. we haven't stopped those flights, even though there is a chance that people on them might be sick, whether they know it or not. secretary azar says we're monitoring these travelers, but other countries have taken more drastic action russia has shut down its port with china a lot of nationally owned airlines are suspending flights. china has imposed a quarantine on more than 50 million of its own people that's something i got to worry about. if someone dies of this disease here, heaven forbid, in the united states, then i think the averages will get hit again. that's not the main reason the bond market is freaking out. here is the real issue china is the second largest

economy in theit's going to slow down the incredible growth engine. maybe the gdp slips from 5 to 7%, down to low single digits, not that they will tell the truth about it but you can surmise it when you consider that we still have tariffs on $375 billion of chinese exports and companies keep pulling out of the company to avoid them, you layer on the outbreak, and i think you have the makings of a very fragile number two economy and any slowdown in china will spread to the rest of the world, almost as fast as this illness supply disruptions and you can have economic disaster, i guess. i'm not going to deny it nike to starbucks to apple, we know starbucks already closed half of its stores in china. investors keep fleeing the stock in droves, though i think that's wrong. how can big companies that depend on china, dupont, 3m recover from this does appointing quarters. what would it mean for all the big car companies, especially the germans but also gm.

that's the key here. china is not just exporting a virus. it can export a slowdown europe is their biggest trading partner. with this major internal, their growth is going to slow, just when i thought the banks there were getting their footing second problem, there are some cracks in our own economy. one visible is travel where people are cancelling going to asia but right now 6,000 people are stranded on a carnival cruise ship off the coast of italy because of a suspected case of the coronavirus. the stock has weakened and stayed down, even after the average redounded. it's reasonable to expect air traffic overall will be curtailed because of passengers worrying that every plane could be a gigantic incubator for this disease. there wouldn't be such a run on face masks mine don't come until february 10th the masks probably won't protect you. however, those worries, because everything is either or, could be premature today cnbc's own phil lebeau was asked if there is any decline in travel in the united states

because of the virus and he answered no. that's reassuring. but we have to think about what could happen, not what's happening right now. the moment heaven forbid someone who didn't go to china dies from this disease in america, well, then i would be worried about the malls, restaurants, really, any gathering place could become ghost towns. third, stocks are painting what i call a mixed picture on the one hand, slowdown stocks likemont leeson and coca-cola are flying you have to wonder how much of that is recession fears. i think the businesses are good, but the tailwind might be slowdown on the other hand, amazon just reported after the close and they totally knocked 80 it of the park an all-time high amazon stock says no slowdown. if anything acceleration the web service is good. maybe acceleration at the expense of some other guys, but it's acceleration. ibm is up too as the ceo is stepping down, being replaced by the man who has led their cloud

strategy, arvan krishna. they're going all in cloud at ibm. and who can blame them after both microsoft and amazon crushed it in the cloud. fourth issue, the commodities. they're rolling over, if not crashing that's in sync with the bonds. world demand is slacking and oil can't rally in any scenario. royal dutch severely disappointed produced a buyback. 5.4% yield no one seems enticed freeport mcmoran, down since the year began copper down 11 straight days that says recession. of course, there are plenty of companies like amazon signaling the opposite apple sales are incredibly strong the same goes for microsoft and tesla. more on that later but the semiconductor plays like micron and skyworks, they've been rolling over. maybe a good number from compadre western digital reverses those declines. that happened an hour ago. only a handful of companies have

really reported weaker quarters. most have reported good. some have reported excellent if we get the coronavirus under control, or we just get some certainty that china's got it contained, or even that the wave has peaked, well, then you can see an extension of today's magnificent late afternoon rally. so i think it would be a mistake to do much more than a reposition of the oil-related stocks because i think they are impaired i'm betting they can get through this with only a few nicks perhaps accent rated by bernie's stand in iowa. bernie is proudly anti-wealth and that's not great for the stock market but we're going to get it under control. i feel confident let me give you perspective off the radar screen when my wife lisa was flying back from krakow in poland after attending the funeral of a good plane, on a plane were dozens of holocaust survivors and their families, specifically auschwitz survivors who were there to commemorate the 75th anniversary of the nazi concentration camp's liberation she talked to many of the survivors and their families,

including a woman who was literally born there in the camp december of 1944, kept hidden underneath some paper, a baby who lived. a reminder of a real trial i think it puts everything in perspective. bottom line, i think we can sell off again if we get more bad news in the coronavirus front. again, a death here in the u.s. would hurt the stock market. but the earnings are looking good and in the scheme of things, maybe the outbreak is not tend of the world one bit of good news about the coronavirus and we could have a real run but we need that news before we can get real aggressive. charlie in vermont, charlie? >> caller: yes, hi a huge boo-yah to you jim. >> right back at you >> caller: i have been listening to you for over ten years and a first time caller. also a member of the action alerts club. >> yes the club >> caller: thank you, jim. >> the club has some good ideas. i'm sorry. >> caller: thank you for all you have done for me and my family and especially for my young

grandchildren. >> there you go. >> caller: i have made lots and lots of money from you going to come down it soared to 28. it's been a wild one it goes up, down, up, down, but ultimately it's going to be up big. just hold on if it goes below 24, i want you to -- >> buy, buy, buy >> as aggressively as you can. it's a great 5g play rod in new york, rod >> caller: hi, jim, how you doing? >> i just got off the phone with charlie. he was so complimentary. i'm soaring. >> earnings are coming out next week. >> yes. >> caller: with so much competition and a juggernaut like microsoft in the cloud business, is that something to worry about? >> i'd say they're complimentary. i learned to code out at twilio. charitable trust has a position in it i will candidly admit that last interchange we had with twilio with jeff lawson was abad one, if you remember. but he came on the show and said listen, the accounting issue is

not going to happen again and business is good this is it this man has put his neck on the line and i'm going with jeff, but i est off too if he doesn't do it right. listen, i know you're scared of a slowdown because of the coronavirus. but i think we're going get through this, you and me, with only a few nicks let's keep everything in perspective. remember the story about my wife on "mad money" tonight, this is where the love of the game and money make -- making money intersect. i'm checking out stocks to be served as your portfolio's tight ends and no, it's not sackers and then getting to the bottom of what drew the shorts fast and furious style. merging to create a super regional it is so cheap, why don't you listen to both of them and you'll know. stay with cramer >> don't miss a second of "mad money. follow @jimcramer onamer, #madts

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i'm always trying to make the stock market more accessible for you, regular people, not the hedge fund kings that i bet you're sick of hearing about so as part of the run-up to the big game this weekend, i've been giving you an extended football metaphor if you can understand where a given set of stocks might fit into an nfl team, you might have an easier time figuring out whether or not they belong in your portfolio so far we gave you the quarterbacks, the runningbacks my fave running back raheem mostert was tesla, and wide receivers. tonight we're looking at tight ends, these are part run blocker and part pass catcher. but if you're a big fantasy football fan like i am, then you know the tight end spot is one of the toughest positions to judge year in, year out. tight end production tends to be unpredictable. they often get an inconsistent amount of passes they rarely rack up huge yardage totals so they're typically more

dependent on touchdowns for their scoring totals that is unless you're lucky enough to snag one of the best tight ends in the league, the pass-catching focused tight ends who play like wide receivers and can put up numbers that are just as strong. the very best are like a safety blanket for their quarterbacks they're big. they're reliable and they're usually the guy the qb turns to when the pass rush gets intense and they need to unload the ball in a hurry tight ends are the football equivalent of big pharma stocks. the major drug companies pay you fact dividends that make their stocks good safe havens during periods of volatility, like right now. but the best names are also working to develop new drugs that can give you terrific share price appreciation if everything goes right that's the same combination of offense and defense that a good tight end gives you. going into a big name that shall not be named because the nfl can be touchy about their trademark. both teams have excellent, even super tight ends kansas city's travis kelce is

fastest in the league while george kittle has shaken off injuries let's mention tyreek hill, sammy wadkins, who may sit out what's that all somebody the best overall -- for the next year the best overall receiver on the team is actually travis kelce. he led in receiving yards. when you look at the top tight ends of fantasy football, he has been number one or two every year since 2016. he has played for my ecrushed ir week patrick mahomes has become his safety valve what a game. when the team found itself down 24-0 early, they dialed up play after play that went to kelce, who committed ten catches for 134 yards and three touchdowns

that only led to the chiefs pulling off a stunning comeback. which of the big pharma stocks off safety like kelce while gives you firepower in terms of earnings growth? i think it's abbvie, abbv. ever since it announced the gigantic acquisition of allergan last summer. a 5.8% yield we know that is safe because after the allergan deal closes they'll be the third largest cash generator in the industry management is so confident they gave you a 10% dividend boost in november that's solid on the other hand, it can still make big place in fact, they expect the allergan to boost their earnings potential by more than 10% in the first full year. with that number eventually rising to 20%. plus, allergan has game-changing migraine treatment in the pipeline that just got approval. i actually got the spill i'm the spokesperson for the american migraine foundation i got the pill on monday i haven't had to take it yet, thank heavens. but as someone who suffers from

migraines, this thing is chronically undervalued by all the analysts i guess they've just never had a migraine best of all, the stock is trading at less than nine times earnings come on, no value in this market this thing deserves a much higher valuation, especially after being obliterated the past few days just like travis kelce was a great player who got better once patrick mahomes joined the team. abbvie got even better when they were buying allergan how about george kittle, terrific tight end for the 49ers. the 49ers are not a pass offense, but travis kelce is the best tight end in the league strong case to be made kittles a close second, although, you know me all right. i think he is a close second he's so good but then again -- well, whatever we're great too. for the past two seasons, kittle has been the second best fantasy player at the tight end position he was san francisco's top pass catch their season better than d-bow, putting together eye-popping overall stats, even though he only

played in 14 games because he had an injury. it turns out he has been doing with a torn labrum in his first game back, he had six catches on six targets, 61-yard touchdown. not bad for a guy with a bum ankle and a bum knee still perhaps because of his injuries, kittle never seems to get the respect he deserves. i don't know if they're going to cover him the way they should, the kansas city defense, pass defense is a little weak you know what he reminds me of bristol-myers. we spent years hearing that bristol-myers was second fiddle to merck in the cancer space and j&j in the anticoagulant space, but through it all bristol-myers continues to produce, earns $2 per share 2015 expected to make $6.16 per share this year. over the past five years the stock is up just 6%. like kittle's just overlooked. earlier bristol-myers got sick

of the markets and took their fate into their own hands with the acquisition of celgene 2 stock was at 46. it's given them a huge anti-cancer franchise and an even bigger pipeline of potential blockbuster drugs. with the celgene deal, the mix of safety and growth we love in big pharma it is a terrific tight end of a stock. now abbvie versus bristol-myers matchup is a bit of a forgone conclusion like travis kelce and george kittle i think abbvie and kelce are better about a. >> has the cheaper stock, a much higher yield and the payoff will be more immediate than the bristol's celgene deal however, it's not that much better and as i told you last fall, i think you can do well with either, although if i were in fantasy, i'm always going to draft travis first, which is why we gave him abbvie in fact, we own both abbvie and bristol-myers for my charitable trust, which you can follow along by joining the act alerts.com club.

put a gun to my head tell me to choose just one, i would beg you to take the gun away, but failing that, i would pick abbvie get comfortable with one or the other. i'm looking forward to seeing them duke it out for top performer, just as i expect kelce and kittle to keep fighting for the title of top tight end. this is a close matchup. while i have a preference, i actually think you're good either way stick with cramer.

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out. like that priest in indiana jones in the temple of doom. and then the short sellers feast on it. the people who have been arguing for days, months, years to have it all come crashing down, they make the big money every once in a while, though, someone pulls it off they take an astonishing idea right through the gauntlet and make it to the promised land of milk and honey, usually through the brute force of the founder, the unbelievable nature of the product and breathtaking execution from the team. you typically need all three, which brings me to tesla okay because tesla has it all last night tesla reported a staggering quarter, their second in a row, and it left no doubt that the messon ic were right

this thing is going to crash on the surface the results were solid. tesla reported a billion dollars in free cash flow, projection of 500,000 cars to be delivered but underneath it was insanely good, which is why the already red hot stock surged more than 10% today. from listening to the conference call, which was pure joy, by the way, it's obvious that musk could make a million cars this year, and he still wouldn't be anywhere close to meeting the demand for these things. you think a ford and gm production would make more money? if anything, they would probably lose more money. the red ink would drip from those cars given the incredible execution and how quickly tesla can build new plants ten months for plant in china. all right. they built a hospital in ten days anything is happening. there is the one that is going to go up in berlin is going to be amazing musk may be able to get output somewhere close to where the

demand is sooner than you think. then again, as he explains, tesla's on the road begetting demand for more teslas people see these cars and they want one i want you to do this. while you're sitting through all the car advertisements during the big game this weekend, remember that these companies are spending billions to stimulate demand that comes to tesla naturally. they don't spend anything. still, even knowing all of this, the turn here has been stunning with the stock up 165% over the last four months how is that even possible? oh, by the way, yeah, i know, you got to be in inducks funds who knew about tesla how about the people who rode in them to understand this move you have to understand the last couple of times something like this happened i'm talking about amazon and netflix. when jeff bezos launched amazon, it was an online bookstore i remember going out to see the good people at border's books in ann arbor, michigan and they were barely confronting the possibility that maybe amazon

was for real, even as amazon was at that very moment putting them out of business. i have a similar experience of a major national retailer now in bankruptcy he told me amazon was losing fortunes on every object besides books. have you seen let's say there is a department store that used to be a household name in this country. we don't see it much anymore and of course where is amazon? through 2000 back in those days when you talked to the smartest guys from wall street, the two words they most commonly used to describe amazon were ponzi and scheme it was always the most shorted stock around with one short seller after another arguing that the business couldn't last. eventually jeff bezos would run out of money before amazon ever amounted to anything but there are always true believers. there are people who loved the product, people who found the alternative, going to the mall, looking for a parking spot, walking around in a dreary house of consumption to be resulsive, and exercise in inconvenience and where you end up paying top

dollars to be hustled by bottom dollar businesses. i say this as someone who likes to shop. my family was steeped in retail, but even i was smitten by amazon early on i couldn't understand why they hated it so much the charitable trust has owned it since the beginning the model seemed obvious with palpable ambition and mind-blowing ambition. as long as they stayed on the path to world domination, i figure wall street would always give them money, no matter how quickly they burned through it and that's exactly what happened wall street gave them the money to make it work. amazon became the greatest consumer growth stock of our time i'm sure logan referred to that particularly after tonight's performance. they're the best performer of the year and the shorts well, the shorts and amazon, well, they're all gone saw the same thing with netflix. who the could believe that a mall-based dvd rental service would become such a huge success. not reed hastings, the co-founder and ceo that's why he changed his model,

ditching dvds to become a service that lets you stream a huge library of videos online for a ridiculously low price a whole month of netflix is cheaper than going to the movie theater for two hours. and rather going to the movie theater and watching something you don't like, he pushes exactly what you want, just to you. just like amazon, how long could this clown keep losing money, they ask the answer as long as it takes to get rolling because wall street will gladly raise for a talented executive who dreams of disrupting an entire industry. they love that like amazon, if you're a user, the stock made perfect sense but to the bean counters, its valuation seemed absurd. some of these guys wither very smart. but they didn't get it they probably didn't use the product. and now along comes tesla. elon musk has fought everyone, including himself to create a technological marvel on wheels this is a deliciously whimsical always superior vehicle that fits the millennial psyche of

first do no harm to the planet his plans for sustainability is exhibit a. i know i wasn't early on this one. i was on the fence for too long. i wanted to wait for a breakout quarter that told me tesla would be able to make it i would rather be too late than too early because i don't want to bury you in situations that don't work out three months ago we got that breakout quarter at the same time my family got to drive the x and the 3 i became a believer. i test drove the original and loved it, but it wasn't enough for me because i was too focused on the officials still, i can't feel too bad for being late here because tesla gave you a quick 340 point gain since i turned positive on it. not so bad so what did the short sellers miss here? okay i think they misjudged musk once he got serious and stopped fooling around on twitter, antagonizing the sec they misjudged the car it's more like a digitized batmobile as you can tell from

the rapturous questions. until that quarter, that drive, and that brilliant cfo, who i mentioned my fears about, a long time ago when the stock was much lower, told me hey, listen, elon could raise $2 billion with one phone call in the end, that's doing the shorts there was all the capital in the world for a founder who had great product and execution, and that's what the shorts couldn't figure out. the bottom line, wall street never runs out of money for a company that has the best product, flawless execution, and off the charts demand. they don't come around very often, but when they do, the usual financial concerns go out the window and like amazon tonight, like tesla last night, the real believers make the big money let's go to dave in illinois dave >> caller: dr. cramer! >> dave! >> caller: hey, i'm still licking my wounds on charitable

trust holding facebook today, but i digress. today i would like your take on a name in sports cars. it's not red hot stock tesla, and it's not recent ipo aston martin i'm talking today about ferrari. recognizing that you live in a split perform preference, italian sports car household, as lisa admires lamb bore gotten a -- lamborghini. >> it's a fantastic business and i think you're right to like it facebook i think is going to come back. i mean, it's absolutely true had a bad day today. raymond james so bad yesterday but you know, dave, we got that facebook we add some 20, 30, 40, 50 so we're doing well. thank you for that call. i do like race i have the red jacket too. and i wear it. clarence in connecticut, clarence >> caller: oh, a big tom

connecticut boo-yah to you, jim. you've got a lot of viewers here in town. >> oh, man, that's great thank you. i love to hear, that because, wow, it is hard to come out to do the show every night unless people do like it. what's going on? >> caller: all right this stock gapped up on strong volume after an earnings beat december 10th to a new all-time high, but it's traded straight downhill since then, and it sits below its 200-day moving average now. i know it buys back its own stock. it has a very large institutional ownership, and it looks oversold on a technical basis, but i'm still afraid to pull the trigger on autozone. >> no, no come on. this is when you buy >> buy, buy, buy >> when they report a good number, buying back that huge amount of stock, as you said i feel that it's a compelling, compelling situation, and, yes, even though amazon reported a great number tonight, amazon was never able to crack into that parts business you're in good shape, clarence all right. and thank you for the kind

comments tesla just has it. it has what it takes to stun the shorts and go up huge. and the believers make big money, as they did tonight in amazon much more "mad money" ahead. first, these two bank stocks have been dropping since they announced their merger what's that about? i'm sit do you think with the ceos of texas capital and independent bank to find out well, let's talk about spend, spend, baby. i'm giving you the good and the bad and the nonexistent. and all your calls rapid-fire in tonight's edition of the "lightning round." so stay with cramer. do you have concerns about mild memory loss related to aging? prevagen is the number one pharmacist-recommended memory support brand. you can find it in the vitamin aisle in stores everywhere.

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♪ with interest rates plummeting, bank stocks have been getting hammered here i think something very exciting is going on among the regional banks. we're seeing major consolidation. last year suntrust how about first verizon behind iberia bank. thought that was a terrific deal tonight we've got another one for you, the pending merger between independent bank group and texas capital bancshares, which was announced last year. this is creates a super regional bank with a big presence in

colorado, huge in texas. at the time of the announcement, both companies pointed it that there would be substantial cost synergies and get earnings would get a boost. both stocks have been hammered, down about 15% each. could this be the buying opportunity we're looking for? let's take a closer look at c. keith cargill, the president and ceo of texas capital and david r. brooks, the chairman and ceo of independent bank group to get a better read on this deal mr. cargill, mr. brooks, welcome to "mad money. people say that there is no -- nothing cheap in this market, that it's moved so much and there isn't anything left. i have to tell you gentlemen, this is one of the cheapest stocks i have ever seen. how do we get the value out of it >> the combination of these two excellent companies in five of the most powerful economic markets in the country, texas as well as colorado, denver and the execution, the exceptional execution of that combination should create a

powerhouse >> keith, what i'm looking at, this is the best state in the union. it's the state that benefitted the most from salt, a state doing well with or without oil non-performers really down are people just not aware? >> i think it's a combination of things, jim. at the end of the day, the bank stocks generally have trade down. >> right. >> since the merger announcement so that's accentuated this downtick the others that have announced moes this year have experienced similar volatility. >> yes >> i do believe it's a show me, and we're all prepared to make that happen. >> well, david, do you think it's in part because i'm getting a mortgage right now i'm getting it at 3% the ten-year at s at 1.5 how do you make any money at these rates? >> that's been the hard thing, jim. that's why you've seen the kind of merger of equal transactions that have been announced this year i think that building scale, having the ability to compete, get your overhead down, dealing with these longer than we ever

thought we would see interest rates and so we feel good about the cost synergies that you mentioned, but also being able to grow a great country in the best markets in the country. >> you're also a community bank, so to speak. you know the big companies are always telling me, jim, forget those guys i actually think if you're trying to get a loan, you're not going get a loan from big bank they're the last ones that want to give you a loan, unless you're a giant company you guys are relationship banking. >> it's been relationship banking for us people want to be able to tell their story. we think that's not going to go out of style we have to be nimble, empower people to make good decisions and take care of their custom mix, so you know who they're lending to. >> absolutely. when you embed in a community and help the community build healthy communities and invest in local businesses, that's a win. >> you guys are doing something that's so novel that i got to open an account. i'm not a texan, but tell me

about bask bank. it's about time once offered something a little different than the 1.2 that i'm getting. >> we're excited about it too, jim. we believe offering our clients an experience as opposed to a very low rate of interest is something that they would like and enjoy. and that's the feedback we've gotten we're very excited about this being phase one of building out a digital platform. >> right. >> where we'll offer even more product across. >> tell us about the american relationship. >> american relationship for us goes back more than 20 years when we formed bank direct, an online bank that we still have today. but what we didn't have with bank direct is this digital capability to use your mobile device and open up an account within five minutes or less. we think this is going to be a really great advantage, and also lead to these other products >> so how do i get -- extract my own value? what do i get fromamerican >> it's going to be able to track for you how many miles you're accumulating.

so if you were to deposit, just to pick a number, $50,000 for a year, you'd get 50,000 miles dollar per mile. >> i think that's terrific and this is -- now that's new for you, or did you guys always try to work on this together >> it is new for us. one of the great things about this combination, jim, is the amount of technology and forward thinking technology that keith and his team have put together i think we'll be the huge beneficiary of that in the days ahead. >> at the same time, it -- i had a service early this weekend and one of the things that was really incredible -- this morning. you do need all this work flow technology, customer relations management it doesn't really work does the software really work or is good old-fashioned banking good enough? >> i think you're going have to have customer experience technology, first rate customer experience technology. some of the other stuff i don't know about but we're going to do that well. >> well, you can't be a banker, i guess, just plain old banker anymore to compete with the big guys you got to do both got to do both that's keith cargill, president

and ceo of texas capital bancshares and david brooks, the sha chairman and ceo of independent bank i'm tired of hearing there is no value in this market "mad money" is back after the break. but in my mind i'm still 25. that's why i take osteo bi-flex, to keep me moving the way i was made to. it nourishes and strengthens my joints for the long term. osteo bi-flex - now in triple strength plus magnesium.

it is time it's time for the "lightning round" >> buy, buy, buy >> sell, sell, sell! >>. [ buzzer ] and then the "lightning round" is over. are you ready, skee-daddy! time for the "lightning round. start with phil in new jersey. phil >> caller: boo-yah, jim. >> boo-yah, phil. >> caller: i have a question for you about united health. yeah you know what, phil, you've called me a bunch of times and i really appreciate it i feel the possibility that we had to sell united health for the charitable trust, even though i think it's a great company. mike in florida, mike, mike, mike >> caller: jimmy, can i get an update on nordstrom? >> my boss at jp morgan is saying this could be, this could be, this could be. but it's like let somebody else

make that money. i got to let somebody else make that money because i prefer cos cosco, and they have just as nice shirts by the way i got some really nice shirts at costco let's go to troy in pennsylvania >> boo-yah, jim. >> yo. >> caller: i'm here with my 1-year-old son riley love your show. >> ellie investor. >> caller: real young. i know you're not a fan of big oil. >> no. >> caller: so what about small oil? i invested in something this summer, i'm a new investor, and invested in a group called reggie, renewable energy group. >> it reminds me of -- it's kind of one of those companies that really recycles old oil. i don't know if it's renewable chemical company that i think has a place, but that is it. i'd rather be in clean harbors i really would let's good to tim in utah. tim? >> caller: hi, jim i've been watching grand canyon education. >> keep watching don't touch it

>> caller: let's go to matt in new york, matt >> caller: hey, jim. how are you doing? an investment until pharmaceuticals? >> i think that makes a ton of sense. a cystic fibrosis drug is the real deal and wall street continually underestimated it. maybe they should know a little more about that horrible disease. jack in ohio, jack >> caller: hey, thanks for taking my call. >> absolutely. >> caller: i'm looking to add more shares to my holding. >> okay. >> caller: a recent run-up is it too late to add more >> yes, yes. you got to let that one cool off. same thing with dominion i've been recommending dominion for ages let them cool off. way too high for this guy. and that, ladies and gentlemen, is the conclusion of the "lightning round"! [ buzzer ] >> the "lightning round" is sponsored by td ameritrade tunit. i see best-in-class platforms and education. i see award-winning service,

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♪ ♪ spending all your money on me ♪ >> this quarter the market is suddenly very concerned with corporate spending businesses do need to spend in order to grow, but if they spend too much without a quick reward they're seen as bad spenders, unless the money is going to environmental sustainability, which wall street suddenly likes. when they get a lot of bang for their buck, we call that good spending so let's start with the good one of the leaders in the s&p today was mondelez, the snack maker. you know that this stock surged almost 8%, in part because it

had much better than expected growth and it didn't need to spend a fortune to get it. in fact, the only spending coy make out was money toward local media at international markets to take share from the competitors. it's a brilliant strategy, but what i like more is mondelez said this initiative would soon be self-funding. meaning they don't have to spend at all holy cow that's the holy grail because they'll be able to keep taking share relentlessly i think mondelez is the greatest stock maybe in terms of the market comes down on completely coronavirus news because you know that they're going to just get better and better. this is going to send the whole market lower i want you to reach for the mystery. how cool is that two cookies, 140 calories? jimmy chill doesn't eat that crap okay oh, not allowed to use that word it's like that saying like the big game on sundays. things you can't say on air. that's wrong too no but it's very good for business.

it doesn't matter. when we do the show in post production, you can take that out. then there is microsoft. now they reported a remarkable quarter with rising margins, those look fantastic by the way, 60% plus growth in the cloud. what spending stuck out to me, the billion dollar fund microsoft created to reduce carbon emissions and boost renewables that fund along with the company's decision to go carbon negative by 2030 means microsoft is a premier destination for all the esg money that is flooding into the market. there are tons of these funds focused on environmental, social, and corporate governance, and they're rewarding companies that go green. microsoft's ceo satya nadella said that his shareholders are on board because the company keeps delivering take a look. >> in some sense, the way i look at it is hey, let's go after the core of what we're doing it's not about caring about material things. our shareholders -- >> i am always saying our

shareholders are the ones are the ones who are giving us the permission to think about whether it is the affordable housing or it's the carbon it's our shareholders who care as much about this as anyone else >> don't you love him? he is great. and by the way, for all those who thought that i didn't really throw these the whole time okay microsoft stock hit an all-time high today, and it remains buyable. like mondelez. see? and not one broke. how about tesla? honestly, as i mentioned earlier, we don't really care how much that elon musk spends, do we? musk start using his money to advertise. that's a big way he is using it to build factories to help satisfy the voracious demand for car, his cars tesla doesn't need to spend to fight the competition. they already own the category. remember, he is in a different category from autos. he is a technologist so what does the market consider bad spending all right. this is sad, because i like this

company very much. the money that ups is shelling out to speed up delivery to small and medium-sized businesses including weekend delivery, it's an expensive move but i bet it could pay dividends as early as next year. plus i think it can keep amazo happy. wall street doesn't like it. but when a competitor is down, you don't let up, step on their jugular. you go all toe-toe which is turn off the oxygen that's what ups is doing to fed ex, even if they're not getting any respect for it that's a shame finally, there is spending facebook that will constrain their earnings as they meet regulatory hurdles they don't have a choice here. there is a reason the stock tumbled 6% today that's called unfortunate but necessary spending that makes the company worth less to wall street, even if washington demands it stick with cramer. at leaf blowers.

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>> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ with a product she believes will help expecting moms feel beautiful. ♪ hey. my name is deidrea haysel. my company is hot mama gowns, and i'm seeking $30,000