looking to buy a call spread on disney >> all right thanks guys. really appreciate your being with us tonight. that does it for "options action." we'll be back next friday at 5:30 p.m meantime back to london. the last 20 seconds of the uk in the european union.>> my missioe 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" and welcome to cramerica other people want to make friends, i'm just trying to save you some money my job is not just to entertain but to educate and teach so call me at 800-743-cnbc or tweet me @jim cramer i wish the week hadn't played

this way nasdaq and dow down. and earnings have been good. we hope to take the temperature of the moment. we didn't realize the only temperature this market cares about is one that is well north of 98.6 degrees because wall street only has eyes for the coronavirus. unfortunately we have no idea about the real state of this this outbreak. the situation is too volatile, too dynamic. when investor can't figure out something like this, they head for the hills and that is what happened today and i expect more selling on monday when we get the new epidemic figures so why don't we kick off this week's game plan, that i'm concern the number of coronavirus victims will climb this very weekend. the only question is whether the pace of the infections accelerating or decelerating and despite efforts to control it around the globe i think it is very much accelerating i think we need to still or

sells for up ticks and the cdc said we're facing a health theft that makes investing in stocks seem powerless right now i'm not a immunologist or epidemiologist you and probable aren't here. but i think the stocks that are generally immune to the disease and that is what you want to look for if you want opportunity. but you can't have opportunity unless you have cash and if you haven't raised any cash, well maybe it is still not too late we've been raising cash all week for my charity trust which you could join the club. i've been negative it is painful to be negative it is right. we have a company reporting on monday that may be the true litmus test of this moment alphabet that is the actual -- for google minor chinese exposure and don't

worry about chain disruption and you could use services as home which should work during this outbreak alphabet is flirting with a trillion dollars market capitalization single-digit capitalization and it might be worth buying maybe on tuesday and declining the fear factor and that may be too much of a wild card to embrace and the term wild card you'll hear a lot of times monday night, we'll see who won eye walk, the caucuses be careful if bernie sanders gets it -- [ inaudible ]. bernie will be easy pickings for president trump and they bit up drug stocks and health insurers which are the most visible point of contention because they make less money under single payer. i'm trying to gain the election right now is a suckers bet

too many wild cards. on tuesday we have two reports that could be polar opposites. we have clorox, which is missed its quarter but come down. not participated got a good yield and we have royal caribbean. color ex makes a product that kills everything it is called bleach. the best weapon against the coronavirus and royal caribbean is the essence of travel, a cruise ship is the last place many people want to be on during a major epidemic because if everybody gets sick it could be quarantiny like off the kaecoasf italy but there was no virus but the fright remains how about the industrials. we happen to have one. i'm talking about the straight-shooting emerson electric money managers flocked to this stock after the trade deal and now that china's exposure is a big problem, not an opportunity, how is demand? we're hearing a lot of negative stories about demand in china

obviously. how is the work force in china how is the supply chain? how is the global economy holding up we're going to find out. after the close, one of my favorite since the show started reports and it is disney and case of sentiment change, until the outbreak we cared the number of sign-ups for disney plus and now we think about how much loss theme day park are will be and they have one in china and how many people will stay at home rather than go to parks around the world the illness can be transferred by contact and so numbers could be pressured until we find out more about the illness wednesday we hear from -- i expect a strong quarter from merck and cancer treatment for keytruda and results from general motors and we want to know how they are doing in china and the sales for

that market are going to be very, very weak. there is a lot of value in that stock. i think it is going to be a value trap now after the close, we need to hear the worst case scenario for the chinese economy to dial up young china. the managers at the epicenter will be grilled and grilled hard about whether anyone is going out at all speaking of going out versus staying in, grub hub reports and we spent time with the ceo, hope you saw that interview, where i examined the new technology to speed up delivery. will people worry about the outbreak or is it too soon the ceo felt confident but it is not for sale and then on thursday we have bristal myers and expect to hear about celgene that might be harvesting now that it is run by bristol myers. i believe the ceo will be asked

about the coronavirus. i bet you he said you can't game it let's see what he has to say if you want to though how china is holding up, listen to a ceo that spends more time there than just about any other ceo i know. and here i'm talking about fabrizio freda, the genius behind estee lauder. he's the ceo not long ago we were worried exposure to hong kong because of the protest and the riots and the traveling masses may not spend. now that is something a lot harder to do when protesters are fighting with police all over the city but it turned out not to be a problem foresty lauder they were great. but given the coronavirus, i don't think you can stay great and the forecast may be cut. so how weak is estee lauder when they have selling cosmetics in a do-not-touch market. this is the most important company to listen to because the ceo is so thoughtful on friday we start with something that now seems quaint but used to be very important.

and that is the labor department pay report we are looking for where boeing 737 max issues might be hurting employee or amazon's unbelievable quarter came at the sense of retailers and why the raises went up too much and the fed can't be accommodating but at least the government has our back if things turn bad at least financially. i know they're trying to do it with health care one more if we get through the week, with endless down days, and we're oversold and i'm going to give you that figure, about whether we are, then i've got one for you. as abbvie. abbvie is -- they're buying all allergan and this is where they should be. this is where they should pull the trigger. abbvie is gobbling up allergan

and the acute migraine pill and i'm a spokesperson for the migraine foundation and these are migraine days. i think we could survive selling. we were due for a selloff any way. i told you over and over again and this outbreak is as misogynist as it comes but it is the bottom line on this sobering day and afternoon. this is the kind of weekend where the big game takes a backseat to something you never heard of three he weeks ago. the wuhan coronavirus. unfortunately that is what we need to focus on until the authorities get things under control or that the disease peaks and right now the situation is almost too fluid to project. mike in illinois, please, mike. >> caller: jimmy chill this is mike from chicago. hanks for everything you do. i'm a millennial investor and my ticker is beyond meat. i got in shortly after the ipo

around $80 cost basis and i missed my opportunity to sell over the summer because i was a greedy plant-based pig and now with a great january. >> this is a good stock to think about because it is a eco-system and the ceo worked ten years to get this done. there was a test that didn't go well with one single purveyor but he has so many tricks up his sleeve and frankly, boy, is that business here to stay. it was a brutal day. a brutal week. the coronavirus situation is just too volatile, too dynamic, too fluid to gain. more on that later on mad tonight, the stock market doesn't know anything about the coronavirus. i'll tell you why and help you figure out your next move. plus a new member just got added to the trillion dollars club in spite of the drop for a few minutes. i'll tell you what amazon's move

means for the overall market but first after tonight's show i'm hopping on the plane for a big game but before i do i'm wrapping up my week long series from sunday's match-up to some of our favorite stocks, 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 e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc miss something head to madmoney.cnbc.com.

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. prevagen. healthier brain. better life. and when you open a new brokerage account, your cash is automatically invested at a great rate. that's why fidelity leads the industry in value while our competition continues to talk.

♪ talk, talk free freefree free freefree. free free, free free. that's right, turbotax free is free.

free, free free free. free. free, free free free. which is why xfinity mobile data,is a different kindent. of wireless network that lets you design your own data. choose unlimited, shared data, or mix lines of each and switch any line, anytime. giving you more choice and control compared to top wireless carriers. save up to $400 a year when you switch. plus, save even more with $150 off galaxy a70. click, call or visit a store today. or here on a wifi hotspot. lte xfinity mobile has more coverage to keep you connected to what matters most. that's because it's the only wireless network that automatically connects you to millions of secure wifi hotspots and the best lte everywhere else. save up to $400 a year when you switch. plus, save even more with $100 off galaxy a50.

click, call or visit a store today. we've made it to the end of the week though not necessarily unscathed. after the show i'm headed to the airport and hopping on a plane to the big game. because i'm a big believer in making the stock market accessible, i spent the whole week explaining stock picking to you in terms of football i need these analogy to make it come alive now we did quarterbacks and running back and wide receiver and tight end and one of ours got ahead of the tesla quarter so tonight we'll wrap things up with some less glamorous units that could still score points. defense and special teams. they're the unsung heroes. they're there to limit the damage when the other side has the ball and so what is the stock market equivalent. can't over think this one.

just as the football needs the defense, so does your portfolio. defensive stocks are where you turn to when things get choppy and you want something safe. special teams get involved when the game is in flux. there is a plan change in the ball like a punt or kickoff or going for a field goal or an extra point. you have specialists like kickers, punters and hong snappers and guys who are in the nfl for one skill and this is like special situation investments in the stock market stocks benefiting from breakup or restructuring or other unusual events to generate powerful returns even when the market turns against you so let's start with san francisco defense which is the best the kansas city chiefs will have an advantage on offense, the 49ers have one of the best defenses in the league, one of the best defenses i could recall they finished second in total yards per game and fifth in total sacks but they're a sack machine and seventh in total

points allowed per game and the defen defense got better and the defense dominated. it was eye-opening in 2018 the defense nothing special but they drafted nick bosa from ohio state he has made a huge difference. so what is the stock market equivalent on a day where the average has plummeting, you know what was up the san francisco based clorox they missed the quarter, missed several quarters and didn't help they made door forecasts for 2020 but over the past few months the stock has made a phenomenal comeback. some of that because the ceo made if good and said things are are good and clorox is the good stock that works during an epidemic also just like the 49ers defense led by the great robert soya,

clorox has good leadership in the form of ben odure. the company reports on tuesday we'll find out more about how defense it is. my charitable trust is buying it but it has more to do with the epidemic near clorox or the 49ers defense is perfect the achilles he'll is pass defense. and while they're having a career, for clorox the poesh is generic competition but this is the exactly kind of stock you want to own. how about kansas city? san francisco has an elite defense and kansas city is average at best. during the post-season they've looked worse frankly in both playoff game this is month the opponents quickly jumped to a big lead and they had late-game heroics let by patrick mahomes to eventually win the game long story short, kansas city may have a great offense but the defense is a heck of a lot worse than san francisco's

so what is a good analog for the chiefs defense, so so with question marks and i've come up with j.m. smucker. smuckers, folgers, jiff and peanut butter and milk bone and coffee and peanut butter are the second and third largest categories and those businesses have been challenged and they've made bad business in pet food and snacks but it is weak as of late last may the stock went trading at a 52-week high and now down to $103 and change that fits with the suspect kansas city chiefs defense in short smuckers enters 2020 as a show me just like the kansas city defense as they enter the game and i don't know if they are up for it. they need to demonstrate they could execute. let's talk about special teams it is nothing to write home about. they've got a mid league kicker

and punter and good thing they have a great defense so we're looking for a special situation stock that is merely okay reminds me of a company that i think could develop into a great one but it is too inconsistent up square. the san francisco-based payment technology pay gone from exciting this fin tech to a player the stock was only up 12% while the rest of the group was credible and that is serious lagging but that under-performance makes it a special situation. we did a deep dive into this one and concluded it is not a broken company, but it is a broken stock experiencing growing pains after the loss of ceo sara friar. i think square has more room to run as they start to throw support back to the stock. who knows. maybe we're underestimating the 49ers special teams unit too i think that running back could surprise us. as for kansas city, they have much more impressive, harrison

butker is a terrific kicker and he's going to come into play this weekend with. you have to be good to make kic kicks winds of arrowhead stadium and better in miami and this return man, third in the league in return yards. they don't have a great punter but who cares when your offense is so good that you hardly ever have to punt what is a good special situation that parallels the elite special teams unit, how about efergy, where a major activist hedge fund has gotten involved ten days ago elliott made some suggestions and they're kind of not what you would expect. they want them to stop doing buybacks everybody wants to do buybacks invest in renewable like wind and that is not a sustainability fund but i do agree with him on that these are ruthless brilliant capitalism because it is a good business that is what makes this a special situation. i'll give more time to it next

week because frankly i think it may be the antidote for people when comes to a portfolio. bottom line, for a great defense, you want something more like the 49ers than the chiefs meaning stick with clorox because of the wipes and if the stock is hit the wipes will be good because this this epidemic just started, right. as for special teams, i'm liking chiefs and efergy and i think they could work in the ugly market with defense is the watchword.

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. prevagen. healthier brain. better life.

look at the disturbing day and what we're starting to get our arms around is the idea that the stock market doesn't know anything about how to react to the coronavirus or at least any more than the government seems to knowment which was my

conclusions after listening to the very jarring press conference by the feds at the end of the day wall street can't make heads or tails of it and we're suffering the financial consequences as you saw today. is there are a lot of very smart people in the business but very few are infectious disease experts. look what happened yesterday the averages have been hammered all day. then in the afternoon the world health organization held a press conference where they declared a medical emergency and then stocks came roaring back now i think that the chinese government has handled this crisis very poorly first covering it up and then making a series of errors in their attempt to contain it but yet the world health organization praised them for thoroughness and when i see someone as a dead body in china in the street, that doesn't say professionalism to me. china has been too opaque. they sequence the gene but do we know much. i with wish they would be more transparent. i bet you do

but i guess most money managers are not following the nitty-gritty details after the who statement, the market rallied furiously people were betting that the worst was over it was so powerful that i thought maybe somebody found a vaccine to stop the outbreak right now in its tracks. well they haven't. it turns out that entire rally yesterday afternoon was totally bogusme bogus, and there was the urge not to go to china and death toll is rising and coronavirus is popping up all over the world. it looks like it is so easy to spread that you could get it by touching a person even someone not showing any symptoms wow. and that is the problem with the coronavirus. there is a two week incubation period, we think, where you could think infect more people, but nobody you could tell you you're sick. not even the authorities are sure as we hear-- as we learn this afternoon. contrary to what we heard this

week not reassuring to me not a buying opportunity, at least not yet. and put it together and see why i said we need to wait for more bad news before i sound the all clear. until sadly some people die from this disease in the united states, particularly someone with zero connection to china, something that looks increasingly sadly more likely judged by the severity of the new restrings stri-- restrictios afternoon, i worry that we could see more financial pain. the market should have never gone up in the first place let's wait until we're oversold before we make aggressive moves although some stocks as i'll mention in a second will start working probably mid-week. now when you've been long enough like me you start seeing patterns in this business. for example, this market feels like it's confused like it couldn't process the information we're getting. often this happens when wall street is trying digest nonbusiness news the market plunges after trump was elected. to be fair, he was a wild card but that was a terrible call to

sell what else could hurt us? the iowa caucus is on monday and if bernie sanders win withes and he's polling well then be prepar prepared for a big decline in health care and ones that you might be good and about he wins can he pass single payer, his own party is against it. i doubt it anyone who freaks out about health care next week is reacting to a wild card. right now, the coronavirus is the biggest wild card. you can't trust it until the disease is cured or the worst case is baked into the average and i don't think we have either right now. even after today's drop. we didn't bab nights from china. i figure that is next. that is another wild card. the outbreak is full it is a deck of wild cards which makes it impossible to predict the totals let me give you another example. yesterday i donned my jimmy chill hat and had had feedback close to the government stance on this on my twitter file

the government people told me they've been -- been 8200 preventible deaths from flu and why not do us all a favor and tell people to get a flu shot. when i mentioned it on twitter, just to put things in perspective, i was immediately called for minimizing the threat of the coronavirus minimizing the leithality and what it might do to global commerce when everyone realizes how infectious is. and then i took off my jimmy chill hat and we have six cases of coronavirus versus 15 million cases of the flu and caused 8,200 deaths in our country. i never minimized the peril that the coronavirus will cause but the public safety and the world's economy. i was mockedpy a bunch of people claiming it is the next spanish flu, that is an outbreak that killed tens of millions. what am i supposed to say to that should i say we're all going to die. get to the chopper

i don't think that's true. we'll leave the projections to people like dr. tony fally and he was on the press conference and said there are many unknowns right now. that said i'm concerned about what it could do to the global economy. that is not an unknown that is bad. a coronavirus could be a sloedown when the economy takes a big hit and this quarantine is a problem and that means stocks are high including good ones but what if kline contains the outbreak and we have something that could stop it, in that case everything you sold today you want to buy back on tuesday. try to react less. get your list of what could be bought regardless of a worldwide slowdown be clinical. watch a cocoa cola and if you find out that cases doubled again or that deaths shot up, i don't mean to be too morbid, but those two stocks could be bought colgate this morning reported

miraculous quarter coke and monda lease were yesterday. toothpaste, snacks, soft drinks, they're all good to go, no matter what. maybe you'll get a chance to buy the stock of amazon at a lower price after the remarkable set of numbers because, remember, that is the stay-at-home shopper and you may have to stay at home bottom line, be prepared and remember hi wild card thesis, we don't know what is going to happen with this virus and i'm not here to scare you about it look at it like this, there is no bottom until we, one, get much more oversold, and two, get more information about incubation and transmission and about surfacever ilt and it is a deck ofwild cards. why don't we get some real cards on the table and then make better decisions gregory in california, please, gregory. >> caller: jim, good day to you kind sir as i lie here in the beautiful sunshine of 80 degrees

los angeles weather. i am here focused on a stock called canada goose because i'm thinking about wrapping myself up in something really warm. no, i'm not. but i am looking at that stock just sitting on 52-week lows and i can't figure out why unless of course it is what is going on in china with the coronavirus and i'm just thinking it is a time to get in. >> that is some -- some of it. but the winter wasn't cold enough here. they just didn't get the kind of business that you would with expect if we had a regular warm -- cold winter like we should have had for the last month. and by the way, i don't have to say i misspoke but there is a seventh cdc of a person with the coronavirus. remember i'm not here to scare anybody but i don't want you to react with either panic like i saw today or glee like i saw yesterday. when it comes to the decline,

triggered by the coronavirus, be clinical, unemotional in your approach even though i know it is very hard much more "mad money" ahead. amazon is the newest members of the trillion dollars club and what it means for the company and going forward. then one of my new year's resolutions is to do a better job of getting my homework done and completing the assignment in a timely matter and so tonight i have a new name exciting in this tape and in tonight's edition of "the lightning round." so stay with cramer. man: how can i deliver superior long-term results? it begins with a distinctive approach to managing money. that for over 85 years has focused on keeping confidence up

when markets are down. an approach where portfolio managers work well independently. and even better together. who don't just invest, but are personally invested. can i find a proven approach designed to deliver results? with capital group, i can. talk to your advisor or consultant for investment risks and information. talk to your advisor or consultant i appreciate what makes each person unique. that's why i like liberty mutual. they get that no two people are alike and customize your car insurance so you only pay for what you need.

almost done. what do you think? i don't see it. only pay for what you need. ♪ liberty. liberty. liberty. liberty. ♪

for a while today before the afternoon's decline we had a new member of the trillion-dollar club amazon after reporting tremendous quarter the stock surged higher gaining more than 7% at one point it was up nearly 10%. i have to tell you, it is asterisk but if it was a good session i think this could have been up maybe 12%, maybe 15% it was that good amazon prime sign-ups were

staggering they now have 150 million members. they're advertising business just a few years ago is now making billions of dollars and the cloud infrastructure blew the doors off the estimates when smart bears were betting a shortfall. a couple of weeks ago we spent time with satya nadella, the ceo of microsoft, and azure is better than a 60% clip and helps microsoft stay in the trillion plus club along with apple which delivered a stellar quarter this week alphabet is the third big player another proud member of the trillion dollars club until it was knocked out by the coronavirus selloff but alphabet reports next week and barring any events, which is a lot to bar, a good quarter will cement membership even though they're facing competition, sales grew $35 billion year-over-year and that is one of the many upsides

in the quarter amazon is a treasure you should read their letter to shareholders you see all of the things that they're up to. you would be proud however, as i was pondering the trillion dollars club the market leaders for what seemed like ages are getting devastated. yeah, that is right. i was watching exxon and exxon reported one nor terrible quarter driving the stock down to levels where we haven't seen in nine years now exxon is considered a show-mshow show-me stock but a slow and steady oil stock safe and conservative. now that it yields north of 5%, hence the 4% decline why do i bring this up this is incredible exxon is now worth $263 billion. just three years ago it was the largest publicly traded company on earth that wasn't a fluke. largest. exxon was one of the largest companies around for ages. more than a decade and now they

say high school what happens when oil plummets but it hasn't. it is bouncing between $50 and $60 for a while now. and technology allows them to get more oil from each rig and the permian basin has been better and have pipeline to ship to the gulf of mexico so let me put it this way. four years ago the price of crude slipped below $30 a barrel and exxon was trading in the mid-70s and now it is at 62 even though oil is much higher. how do we explain it why is the stock so low? i've said for a while because i think exxon is in the toss ill fuel business and for money managers they are the new tobacco and they're selling stocks regardless of the prospects as they get knocked down the self fulfilling index funds night to right-size their position and getting more selling. what is incredible about the fossil fuel divestment, get used to that word, we're just at the

cusp of it so far it is smaller funds but they're having a big impact on the stock. it is tough for an oil company to change its striebs. how does exon go carbon neutral. we hear these are buying opportunities. from now on, i disagree. i think the oil companies may be on the wrong side of history here especially if we're approaching some kind of reckoning on climate change how do i know? well just look at tesla. those electric cars are the vehicles of the future the combustion engine is of the past which means exxon is never going to be one of the sixth largest companies on earth as it was for so long ever again "mad money" is back after the break. >> i'm opening up the line to hear from you, the voices of cramerica because it is an uncertain time >> mr. cramer, you are absolutely positively fantastic. >> thank you for helping us not panic in times like this. >> the average investor which we

all know and love, you cater to us and we appreciate that for all you teach us. >> i am not going anywhere you shouldn't either we'll get through this together. >> cramer has your back. call 800-743-cnbc and let's take on the market together >> we're going to figure this out and puzzle it over and make it so we're all smarter.

make fitness routine with pure protein. high protein low sugar tastes great! high protein low sugar so good! high protein low sugar mmmm, birthday cake! and try pure protein delicious protein shakes and now for their service to the community, we present limu emu & doug with this key to the city. [ applause ] it's an honor to tell you that liberty mutual customizes your car insurance so you only pay for what you need. and now we need to get back to work. [ applause and band playing ] only pay for what you need. ♪ liberty. liberty. liberty. liberty. ♪

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. they don't. by empowering employees to manage their own tasks, paycom frees you to focus on the business of business. to learn more, visit paycom.com

>> announcer: lightning round is sponsored by td ameritrade >> it is time. it is time for the lightning round. -- then the lightning round is over are you ready, skee-daddy? starting with dave in judge. dave >> caller: booyah jimmy chill. >> all right partner jimmy chill. what is going on. >> caller: thanks for the help on your club i know the show here, i know your crew is working hard and we appreciate your wisdom through the action alert club. >> you're a good man we'll have a big conference call coming up. how could i help. >> caller: i recently raised cash with last month and about

half of my stake in my software speck i gave away. >> all right. >> caller: so the reason we introduced more artificial intelligence in there -- >> what is the stock >> caller: anna plan. >> frank calderon, that stock has not come down but that is something you could scale into because it is a good company tom in ohio. tom? >> caller: jim, how are you, thanks for taking the call. >> absolutely long day today what is up >> caller: this company rebears beaches and sand dunes and wetlands and did work on the jersey shore they deepen rivers and access points this ports to handle the giant freighters and the new panama canal and the largest publicly traded drudging company in the u.s., what do you think of great lakes drudging dock i like that. and it is getting more use we have so much to dredge in the oil world. chris in new jersey. >> caller: booyah.

thank you for taking my call >> what is up. >> caller: my stock will have earnings next week and with the bio scare do you think the company will benefit from people staying home and buying and exercising on bike or twreadmill >> what is the company >> peloton. >> the company has done well i they'll have a very good story to tell. ken in minnesota >> caller: jimmy chill give me feedback on e may. >> they had a nonchill quarter really disappointed with them. just keep moving look away from that one. let's take one more. to al in georgia al >> caller: focus growth on lunden coffee lg. >> this one is coming down it is kline. it should never be as high as it is it this chinese coffee company i think you take a pass and how about marcus in maryland marcus >> caller: hey, jimmy chill. sending you a big baltimore

booyah. >> well, man, i'm telling you, i'm pulling for next year for the ravens i thought they were going all of the way. they didn't. how can i help. >> caller: so quick bio, i was a student at -- university and i started a fashion company with my friend ryan brossy and we thu the value of becoming financially independent so we love the knowledge and wisdom every day. >> thank you. >> caller: i'm looking at awk. >> that is such a good company we're talking about american water. it is been a consistent and winner just the kind of stock you need to be buying into weakness that we're getting from the coronavirus. and that, ladies and gentlemen, is the conclusion of "the lightning round" >> announcer: the lightning round is sponsored by td ameritrade ♪

♪ ♪ ♪ imagine a mouthwash that strengthens your enamel, imagine, feeling fearless when you walk into the dentist. while preventing cavities up to 70%. act anticavity rinse. for a confidant feeling in your oral health, stop imagining, start acting.

one of my new year's resolutions is to do a better job of answering your questions. i need to do more homework and i want to circle back to the stocks while it is relevant. jimmy chill does his homework in 2020 i did it but not on time richard in new jersey called in to ask about incigo and i told him i needed to do some work for a considered opinion because it

is a small cap stock no, sir tu a teleco infrastructure business and internet of things play with a single-digit stock that sold off but when he brought it up, it doubled over the course of the last two months because it is a 5g play. and 5g wireless are one of the stories of 2020 and i embraced it the stock came out of nowhere and rocketed after years of irrelevance and people want to know if this is a flash in the pan dissipating and so let me give you a back ground to the business in see go emerged from a failed teleco hardware company known as nova tell wireless and that made mobile hot spots and other connectivity gear, sexy at one point. in 2016 after years of losses, they decided to sell off money losing primary business and reinvent as an internet of things focusing on software and

services and changed their name to inseego and it plummeted to less than a dollar after they the buyer for the mobile hot spot division pulled out at that point, you had some major upheaval with the largest shareholder, phil fall cone, who some think has a checkered past becoming chairman and he took over and brought in a fellow by the name of dan mondor and since then things turned around and they b established a partnership with verizon and qualcomm, the best 5g for technology and that is a big deal. they started showing some real progress getting their costs under control in 2018. they do a meaningful capital race which brought them breathing room tor the balance sheet. fallcon passed on to mondor. interesting. and by the summer of 2018 people were talking about this as a

legitimate way to speculate on 5g it is no qualcomm. and that is when the stock began working back from less than $2 in july to more than $4 by the end of the year. fast forward to 2019 and they spent the first ten months of the year marking time as it digested the huge move but from mid-november to january the darn thing caught fire climbing to $9.75 last tuesday it was an incredible move. at least until the markets started rolling over and the stock experienced a sharp correction one had a is taking it down to $6 and change as of today. so $6 and change is this a buying opportunity for red hot 5g play or a sign they are risky than the bulls thought. remember i'm exempting the virus and we're talking about the fund he's and the main business is cloud based software that powers mission-critical applications for kleins so they do acid tracking, fleet management,

mobile broadband services and industrial internet of things fail over management which organizes back-up servers to prevent down time. i like this 5g build up and it is a 5g play and the stock deserved to rally since the fundamentals have improved dramatically i wouldn't call the numbers good but they're better than they used to be and the revenue growth has accelerate ready from 4% last year to 24% in the most recent quarter. that is an excellent trend they're flirting with rostable as the 5g business keeping building last november they talked about how they're working on trials with top tier carriers and they have a 25% revenue growth for 2020 and that is enough to attract some real interest and then we got two major positives. in december they won a mobile hot spot contract with vodafone qatar, yes, qatar. this is a tiny company and the deal that will stretch for new

customers. and vodafone is a good customer. and they had had a good showing at ces and known as the consumer electronics show in vegas with several analysises seeing them poised to win big 5g contracts but the secret sauce had everything to do with the mechanics of money management as they have grown, the company picked up more and more institutional support, self fulfilling managers won't buy stocks below $5 and sub 500 market capitalization it would have been too small for me to even mention on air because of our rules when the stock caught fire after the positive showing at ces they decided for good reason, there is problems and the balance sheet is still ugly and had to spend in recent quarters to fund the dozens of trials with major care yerz and now it has negative free cash flow.

so speaking of trials. they got more than 50 of them going, you have to remember that a trial is not a contract. it is more like a pitch. they all go well and see who could make a fortune but if they don't go well they get nothing but the company is highly dependent on verizon wireless, a good customer and in see go has a lot of opportunities but whether they make the opportunities work, as much as i love 5g be circumspect because not every 5g is a winner we've seen nokia, single-digit stocks have been steam rolled by china's huawei i think the upside was baked in and now that tumbled to $7 in less than two weeks i find this intriguing stock selling for 22 times next year's earning estimate but that decline makes me nervous because easy come and easy go and we do have a horrible mark i see why in see go is risky but

i'll bless it but until they could turn the big trials into actual partnership s if you want 5g exposure there are better ways to get it but i understand the desire to speculate on this amazing secular trend. stick with cramer. they're changing by the nanosecond. that's why cognizant created a unique engineering approach to design and build new digital products. learn how cognizant softvision designs experiences and engineers outcomes. ♪ cool. ♪

...take the personal assessment and get matched i love the new myww program, because it's tailored to you! with a proven weight loss plan. find out which customized plan can make losing weight easier for you! myww join for free and lose 10 lbs. on us! let's be cautious before we're on or opportunistic. it is okay all week it has been right there is always a bull market somewhere and i promise to try to find it just for you here on

"mad money." i'm jim cramer and i'll see you 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." ♪ are entrepreneurs from park city, utah, with a healthier version of a favorite breakfast treat. hey, sharks. i'm joel clark. and i'm cameron smith. our product is kodiak cakes. we're here seeking $500,000