earnings next week. >> professor khouw >> long calls in xlb and the tips 11 years ago today my son tommy was born on another options action friday. happy birthday. >> happy birthday, tommy that does it see you back here next my mission is simple, to make you money i'm here to level the plays field for all investors. there's always a bull market somewhere and i promise to help your 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 educate you and teach you. call me at 1800-743-cnbc or tweet me @jimcramer. is tech out of the woods i heard obituaries about the

highly over valued digital explorers and digital creators to me, amazon is too close to the sun and netflix was punish for the being the usual conservative self. i think the big tech beatdown overshadowed a generally sedated day for the averages, dow slipping 63 and s&p -- advancing the most important news next week isn't an earnings report at all. it's the phase one vaccine data from oxford, the university, knot tno the clothing company phase one is about safety. they have got so big on the phase three so fast you got to figure, phase one data must be compelling or i wouldn't waste our time and their money remember how themarket soared when moderna shared positive data the results in one of the

world's oldest medical journals could be bigger than that. the stock blew up huge but that could be rank speculation depending houmw moderna soared. the company has a new ceo and though it's too e early in his range to expect changes, we want to hear ibm is making business. big wins might take the pressure off. tuesday morning we hear from lockheed martin. interesting situation. lockheed as a new ceo. remember the former american tower, one of the best executives i've met. he turned it from 2 billion to 100 billion and two broker firms cut. i don't want to put it all on but half, before half after. we get results from coca-cola and will be difficult for them to blow away numbers when pepsi co shot, coke is well

run but what can you do if restaurants are shut down and convenience stores don't get as much business? pepsi co, after the close texas instruments reports -- and this company is actually had a erratic post earnings track record we want to know about depend since the rival recently announced it's acquiring maximum. i wish texas instruments bought back stock we want growth i'm actually expecting one from holy cow, snap the parent of snapchat because there are only so many good places to advertise online and that's what people want these days snap -- all the advertisers dig this out snap has its act together. i wish the stock had so much in the quarter, could be a letdown. the day traders bet on the airlines so watch out when united airlines reports. they are losing a fortune.

i say take a pass. so no to most of the airlines. wednesday night fireworks. first from microsoft that could be the non-covid key to the week i expect a gigantic quarter. that's up 14 points from here. it's absolutely one of my favorites which is why we've owned it forever by my travel trust which you can join along there is tesla i love tesla but it can't possibly live up to the 250% run it had this year. still, if it goes down, listen to me on this, if it goes down in the quarter, remember battery day beckens on september 22nd. the day before my sister's birthday, probably natural vent. i bet elon musk has a new battery that can last ten hours making this a buy into weakness. you want to hear that. you have chipotle. i expect another perfect quarter. i know things still do double g digits but maybe they don't franchise that gives them more flexibility and it's

how they have been able to respond to covid with big digital initiatives, more drive-through lanes and rent cuts i love those guys. thursday we'll find out why att is such a -- i mean, look, you don't get a 7% yield unless something is wrong, right? i call that a red flag now, yeah, it might be a buy but i don't -- i certainly don't want to anticipate it. let's say it's a great number that goes up a dollar and the next day people raise numbers. that's your chance even though we're in a recession, the railroads have been on fire in a recession. >> all aboard! >> with union pacific leading the way. expect descent numbers but the stocks weren't so much the bar might be too high. if rv railroads can beat expectations, that's you after the close on wednesday i'm betting union pacific does

better thanks to the west coast port exposure and efficiency ratio. you want a wild one that could deliver a monster quarter? i'll give you a wild one called tractor supply it says everything you need to move to the country to become a farmer it's a reliable retailer and gardening assented due to covid and canning. the stock is up -- well, that's because of covid the stock is up 50% for the year tractor supply what you want is for the stock or any of these i like to have some event that has nothing to do with tractor supply and that sends the stock down what will twitter say about hacking when it reports? it don't know of any upcoming events that can stir interest unless sports can come back and watch with sports, that's what i like to do airline alert, if you insist on owning or even trading it's south west, luv. that's the best. bar none

the most profitable and i doubt it will need help from the government i can't say the same thing about american airlines that reports on the same day. why? it has a low dollar amount per share under 12 personally, i'd stay away from the industry but for some reason, you think of southwest, not american after the close, we have a tale of two semis intel seems like it's taking a step back and getting clobbered. sky works on the other hand is a fantastic 5 g play and expect a blowout and multiple quarters ahead. we'll still talk 5 g we'll get results from boston beer and because of the sparkling brand, truly, this might be a very good quarter i want you to be careful here. constellation brands entered the fray with corona selzer. we have honey well that will have software and environmental offers

the ceo last week is reinventing as a large scale tech play, software play that helps companies solve problems, big aerospace. how can honey well question numbers if the air space industry is pulverize. can it shut down in a tough environment? maybe too much to ask. last but not least verizon should report a fine number. the stock acts like a bond and will be core holding for anyone that wants solid income from a rock solid dividend. bottom line, big wig for earnings, even bigger week for vaccines they hold the key. we'll pay more for the earnings if the publish good news from the vaccine trial. end of story let's go to bob in florida, bob? >> boo-yah, cramer. >> boo-yah, bob. >> caller: i'm a 68-year-old

retiree. >> young man. >> caller: i built a fixed income portfolio that at one time included aluminum preferred. in november 2016 they spun off to iconic corporation and converted my preferred stock to non-dividend common and it's haltered ever since. i broke even last week please tell me, is it a possible growth stock or take my profit and run away >> wasn't supposed to be cyclical but it's become cyclical and i think you frankly, i actually want you to hold it. i know that sounds counter intuitive but i think they got it together. i think you get -- look, squeeze out a couple more points and i won't be a home run. thank you. 68 is young. you have a lot of speculation there. let's go to sam in massachusetts, sam >> caller: hey, jim. it's always nice to be able to talk to you. >> same. >> caller: i'm enjoying my membership at the action alerts plus club. >> do you like that call this week >> caller: huh >> do you like the call this

week >> caller: that's my favorite part i don't always like what is going on during the calls but like the calls. >> thank you. >> caller: great information and a wonderful thing you do for charity. that makes you a great man in my book. >> thank you. >> caller: quick shoutout to a college of yours that is a knowledgeable and versatile analyst and has a desk backdrop in television and he actually even rotates work in and out, very classy man. >> all right >> caller: jim, you know, you've been pretty outspoken on our nation's need to stop outsourcing the ra matw materia and equipment we need to ensure the health and security of our people the tensions with china under scores the need. here is what i don't understand, we have a company coming publ public early august which is a chance to eliminate the need to outsource our rare minueral needs. >> right. >> i'm just wondering, there is

not much noise and excitement about it and i wonder is mt materials a good long-term investment >> no, i think it's too speculate. we know so many things i'm watching this nikola, they jammed millions of shares down people's throats this evening. i want you to buy quality companies that really have good dividends or great track record even though sometimes other stocks seem a lot sexier all right. guys, big, big week but it's all going to be on what everyone is betting, which is that as tra seven ka has a vaccine on "mad money" tonight a twitter hack this week shows some of the accounts of america's post high profile politicians and executives aren't secure i'll sit down with the ceo of psyc cyber ark to see how he is keeping your safe. the covid-19 vaccine gold crush and tech plays, i'm

circling back to a technology company that never got credit for a covid play i'll reveal the under the radar tech player and stay with cramer >> announcer: don't miss a second of "mad money." follow on twitter. have a question, tweet cramer, #madtweets send jim an email to madmoney@cnbc.com or give us a call at 1800-743-c 234rkc.nb miss something head to madmoney.cnbc.com. experience the joy of a bigger world in a highly-connected lexus vehicle at the golden opportunity sales event. lease the 2020 es 350 for $359 a month for 36 months. experience amazing at your lexus dealer.

experience amazing our retirement plan with voya gives us confidence... ...we can spend a bit now, knowing we're prepared for the future. surprise! we renovated the guest room, so you can live with us. i'm good at my condo. well planned, well invested, well protected. voya. be confident to and through retirement. now you can trade stocks and etfs for any amount you choose instead of buying by the share. all with no commissions. stocks by the slice from fidelity. get your slice today. in a highly capable lexus suv. at the golden opportunity sales event. get zero percent financing on all 2020 lexus models. experience amazing at your lexus dealer. on alsave without evenls. leaving your house. just keep your phone and switch to xfinity mobile. you can get it by ordering a free sim card online. once you activate, you only have to pay for the data you need, starting at just $15 a month. there are no term contracts, no activation fees,

and no credit check on the first two lines. get a $50 prepaid card when you switch. 5g is now included with all new data options. switch and save hundreds. xfinity mobile. a couple days ago twitter got hacked crooks took control of several

high profile camps to promitt a bit coin scam. i was stunned by the lack of ambition the hackers could have thrown a monkey wrench into the political system instead, they made a little over $100,000 in crypto currency. they got into an internal administrative tool. i knew we had to speak with the israeli cybersecurity that protects camps, the thing that got compromised with twitter a perfect real life example. they can't talk about individual clients. after this data breach, we need to talk to an expert let's take a closer look with the founder and chairman of cyber ark to get a better sense how they prevent incidents like this from happening. welcome back to "mad money". >> thank you, jim. good to be back and misseeing you in person. >> same. this is starting to drive everyone crazy and i know we're only in the fourth month so we

have time on our hands can you tell me and give me perspective on this attack because it's quite chilling, obviously, whether it is a nation state, guys making money, want to shake down because i know you told us about ransomware i need our viewers to understand what can happen here. >> this is a classic attack where the attackers are able to get privilege access the privilege access was the pathway and it doesn't matter if you're a social media company or health care company, what the attackers go after are crowned jewels of the company. it's getting those administrative controls to control the amounts and like you said, it could have been worse but they did get to a full control position. >> what i need you to tell me is aren't there some things you just can't stop? let's say you have a trusted employee and that employee goes rogue. with you or we know you bought it and made a great acquisition on identity software, how do you

really prevent fraud, scandal, illegal activity when you can't trust everybody? >> so jim, this is actually a classic one where it can't be prevented and privilege access management is all about assuming that, yes, they will be able to get employee to click on fishing or otherwise social engineer but should never have access to the full administrative console and privilege access management requires dual control, maybe you need approval from somebody else, anomaly detection to make sure you don't have a rogue section going on this can be prevented and we've seen companies use privilege access management to prevent the point of no return of the attack it can happen. >> so can be compared to a submarine where they have a leak and can try to shut that area down they have compartments because i thought one or two groups of people got ahold of everybody that's important.

>> it's exactly that having compartmentization and to say theusers or with very strong access that can take full control over the environment should have to go through multiple layers and to have that control in place and by the way, doesn't matter if it's social media. it can be a health care company. we're seeing attackers go after researchers trying to find a solution, a cure for the virus and what are they doing? spear fishing. trying to get in the easy way. somebody is going to click on the link those companies have to think what are my crowned jewels and i want to make sure nobody can access these drocrowned jewels d the acquisition, we're excited about that we announced it in may and actually allow cyber ark to take a broader approach to identity security look at other types of users that can have strong privileges and make sure we have control over them. >> now, when i think about this, i got to ask you, you don't have

to name any clients. did you phone ring off the hook? did am conncompanies say oh my , this could happen to us because there is tens s os of billionsf dollars on the line with covid. >> similar to famous attacks a couple years ago, this is a classic. all right. the announcement twitter put out there is administrative access for that, this is what we're known for. we believe this will further show that every company out there has to secure privilege access and it's doable to back to your first question, next week we're actually, we have a user conference with more than 10,000 cybersecurity experts and we'll be talking about expanding our ex panpanding strategy and solve these things and allow the workers from home, allow the employees to do what they need to do but prevent attackers from escalating and taking control. >> by going and having all these

workers at home, they brag about how fast they did it there have to be places, just holes where people say okay, that guy left. this guy is not there anymore. i'm going to get that guy's passport. >> covid-19 definitely accelerated the need for cloud based security solutions and to put these layers in place because you have companies really running to get back online theevaporated. there is no perimeter. people work from home. people are using their spouse's laptop for the attackers, it's a unique opportunity to get the first football and relatively see and that's why it should be kind of assumed. we should try to prevent that but assume and the security strategy has to be if they get the first foothold, what do we do again, the world is now the attack surface has increased and the motivation for the hackers has increased. >> how safe is our election

going to be from a nation state hacking? >> i think on the social media side, that's beyond our preview because it's -- that's a bigger topic and if we can just educate the generation to choose their sources and how they consume information but that's beyond what we do we work a lot with the federal government and we see a lot of smart people there and also putting a lot of security layers in place it's not bulletproof and there should be a lot of focus on ensuring that anything that happens has control and monitoring over it. >> how can i be sure that someone isn't being me >> well, for a personal -- for us as personal, we really have to make sure we secure our own identities and use strong passwords and never, never give

them away and same thing for corporations is to just assume that this is new normal. there is a lot of motivation for people to steal i would say folks out there identity but corporations are the biggest targets to be suspicious and careful and i would say use some best practices, whether it's the consumers out there or organizations. there are best practices to, i would say, reduce the attack radius. >> well, i'm so glad you came on because it was very baffling and i know you can't talk about individual clients but i do know i wish cyber ark would go in any situation i would be compromised. thank you chairman and ceo of cyber ark. good to see you, sir. >> thank you. >> hopefully next time in person "mad money" is back after the break.

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after another week full of exciting vaccine news positive data from moderna that sent them to the moon and accelerated trial time from johnson & johnson that did nothing for the stock. you know what i want to do i want to come up with a better way to invest in this thing. i mean, it's gotten to be too much i'm not comfortable with it. this vaccine goal rush is bothering me gold rush. hmmm keep that in mind. you got my blessing to buy the big pharma working over time to beat the virus, j and j, pfizer, astrazeneca depending on the information we learn monday that i talked about at the top of the show these are diversified companies and not pure plays with the pandem pandemic how about the smaller vaccine developers at the bottom of the crawl where they are always going up making crazy moves?

most of them are too risky of course, i said the same thing about novax and they want to help manufacture their unproven vaccine and that turned the stock into a rocket ship i was too cautious you got to own that. you make a mistake, you have to come out and say it. it was a monster rallied and now doubled. although, i am, as they say, not the call novax, early i was. not later. i want to be thoughtful on who is in front and isn't. the horse race just continues. remember, all these little vaccine developers with covid exposure are roaring here but there can be only most likely say, three, or four actual winners. not like you need 100 different vaccines more than 100 companies worldwide are racing against each other some will be losers, clinical

trials could fail or somebody else beats them to the punch with a better product. the winner could make you a fortune but the losers will implode. so rather than participate in the gold rush for covid vaccines, a gold rush with a couple actual gold deposits and a lot of copper, i want to talk our queue from the california gold rush. most of the people that got rich weren't searching for precious metal. they were selling pans, picks and shovels and to use a different metaphor, rather than jump into the battle to come up with a vaccine, after all these stocks have soared, why don't you buy the arm's dealers to supply everyone? i have four of them. abbott labs, i talk about that a lot and thermo fisher, always a fav and honey well let's start with abbott labs huge medical device and equipment maker that's making a

fortune from covid testing that could be a two to $2.5 billion business yesterday morning abbott reported a phenomenal quarter and the stock did nothing. i told you it would rally today. everyone raised target and gained 3%. it's got more room to run. going into the quarter, there was concern about the medical device division. that's because so many people have had to postpone non-urgent surgeries thanks to the pandemic and number of hospital beds. there was no reason to fear. abbott posted a huge top and bottom line beat for $3.25 in earnings per share the analyst looking for $2.86. that the one of the biggest beats i've seen for the large caps keep in mind, they got five covid-19 tests the best in the business which is how the diagnostic business tripled during the quarter. their bau diabetes business up thanks to the painless blood sugar monitor. the glucose monitor is i'd say a less souped up version than

dexcom and so much other stuff in the pipeline. it would take too long to go over stocks soared from mid march to mid april when the virus was out of control and spent a couple months trading sideways with a ceo transition and looked like they were making some progress but the latest outbreak causing a surge in testing, the stocks started roaring again and new ceo did well on the conference call abbott is 99 and if it breaks out 100, it's one of the biggest cap growth companies created because i'm looking at the total performance since it was created, since miles white took it over and he's retired mr. ford is earning it the team is very able. next, thermo fisher, another fantastic one that makes medical instruments and laboratory equipment, a classic arms dealer to the pharmaceuticals we last spoke to the ceo on march 16th after thermo fisher

got the first covid-19 test approved by the fda. went to the white house. what a story since then the stock rallied more than 40%. it's not done. they have more room to run and it not just testing. their equipment collects virus samples and makes a million of the collection tubes a week. and the lab used to develop drugs as well as vaccines. when they last reported at the end of april, they shot the lights out and preannounced in a terrific second quarter sales numbers this month the company is talking about 10% organic growth i mean, these companies are extraordinary. the only problem here is the stock is a juggernaut you haven't got a chance to buy it you can put it on a small position and hope for a pull back the company reports full numbers next wednesday, won't be a surprise and the quarter was great but maybe this turns out to be a sell the news event, people say i know, that was boring and you have to bounce. thermo fisher is trying to acquire a genetic test maker, the deal was announced in march

but held up because major shareholders want more money thermo fisher sweetened the bid. maybe that wasn't enough it could give you a rare pull back how about another old cramer fav. danner the old was a diversified investor but slower growing business and a life science and diagnostics play since they acquired just the cream of the crop, the pristine ge bio pharma unit they had to sell the money there is thermo fisher's next closest competitor they have a ton of exposure and the last quarter was strong. these are all fantastic companies. they report thursday and haven't preannounced but i'm confident it will be solid maybe buy ahead. the stocks had a giant run and you have to have a chance to buy it since the march low put it on your shopping list because this is worth buying markets go down for in reason whatsoever as we saw this week maybe that's your chance

finally, honey well. okay not on life since. we had darrius on last week and we announced the mask competition. a major producer of the n 95 mask and next generation equipment and healthy buildings equipment that make it possible to safely reopen your business and aerospace exposure there is not a lot of demand but not many people are flying that's why honey well stock is well off the highs this is not a great short term play the stock will be hobbled until we get a vaccine we know that longer term, i'm a gigantic believer in honey well and i like you can get it at a discount right now this sells for less than 18 times 2022 earnings and a solid yield. i think they will do fine as they help companies prepare to reopen safely and the stock will take off like a rocket there is no hurry. if you want to buy this, go slowly because you get a bett t entry point down the road. i hope this story comes out enough when they report on

friday so the people realize it's not just an aerospace company with jets and divisions, it's the opposite. the bottom line, rather than chasing the covid vaccine developers that are panning for gold, i want to go with the equipment suppliers that sell the medical equivalent of pans and picks and shovels to the gold miners. abbott labs and thermo fisher or honey well for a longer term play on fighting covid and fully reopening the economy, keeping the air clean and everything else william in massachusetts, william? >> caller: hey, jim, how are you doing, man first time caller, how are you >> doing well. how about you? >> caller: good, good, good. with the new school year approaching, the massive surge in covid-19 cases and the importance of keeping our children safe, what is your opinion of this tech based educational company ticker symbol lrn >> you know, this is one that

could be like novavax. i feel like the 128% move makes it so there is not enough in it. i should have recommended a 27 now it's at 46 so i'm going to have to say i miss this one. if it goes higher, i don't know what to do it's too risky up here joe in massachusetts, joe? >> caller: hey, jim, boo-yah. >> boo-yah, joe. >> caller: i love the interaction between you and the guy from acorn yesterday. >> terrific guy. nice story about his ma. terrific >> caller: beautiful story. >> yeah. >> caller: i have a question about the stock box, b-o-x. >> you know, look, i think that aaron does a good job. my problem is that it doesn't have the growth that a company needs that's in storage. i would rather buy sales force i'm not kidding. i know aaron and mark are terrific guys and i met aaron through mark but i think sales

force down after a huge pull back this week, much more value. value. thank you so much. take a look at the equipment suppliers. you know how the list of a few solid plays. under the radar covid play worth questioning ahead and after strong housing for june, i'll reveal the big winners for the space to see if they can help you build a strong foundation and all your calls, rapid fire in tonight's edition of the lightning round to stay with cramer

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after brutal week for the stay at home tech plays, i want to circle back to a technology company that never got credit for being a covid play the cloud software company that helps businesses modernize data centers by combining server management into one package. they were a hardware company but they spent the last couple years tran transitioning. it took awhile for them to get the hang of it by the end of last year the company turned a corner and the pandemic hit and haven't really bounced back they reported in late february, management gave very

conservative guidance for the upcoming quarter which freaked people out and sent the stock plummeting from the high 30s to the low teens. when the company reported the actual quarterly report at the end of the may, results came better than expected turns out the infrastructure sets up remote work better than we thought they deserve better credit after the stock jumped 8.4% today after a tech publication as a possible takeover target, that the a side show. what matters is the business seems to be thriving and after weakness this past winter, did not take it from mement let go back to go to the founder and chairman and ceo of nutanix. welcome back to "mad money". >> thank you, jim. thanks for having me again hope you and your loved ones are safe and well. >> we're sure trying hope the same for you, sir. >> thank you. >> i'm trying to figure out what happened in february you were cautious. everybody was. and then you did a great job and

it looked like that you're helping a lot of companies that had to have people go home and work from home and turned out it was a winner for that and we haven't given you enough credit. >> thank you for saying that, jim. i think as a company, we started almost ten years ago in the recession and the first workload, the killer workload for hyper converging was virtual laptops. people said windows is dead and we said long live windows and we aen went after federal customers and did a good job building a reliable company taking a step back, we're in the business of building cloud software and a lot of this comes down to the word software and cloud. you mentioned we moved from hardware to software but really thinking hard about being in the private data centers at the edge and in the public cloud. because cloud is hard. you really need to make it simple, seamless and secure but

most importantly, you got to have a subscription business model like netflix, like adobe and microsoft. customers subscribe and stream invasion so being streaming a lot to customers. we talk about home depot recently we seen record demand and help them consolidate infrastructure -- >> but, is it not true, though, you're switching from license to subscription so it's hard to really tell for our viewers at home how well you are doing. what's the best way? >> i think the best way is a cloud subscription currency and we start talking about as of last culture we draw really well, annual contract value. you think about it, cloud is about consuming smaller things hardware was about seven-year entitlement, software still five to seven years let go three-year terms and one-year terms because you got

to start small and the recession is the best time to go back and bite size what customers want to buy. annual contract value is measuring the growth if you grew and it's also going to make this whole transition, i talked about netflix and others this whole transition unlocks amazing operation efficiencies for the companies as we go and talk about renewals versus new. >> so who do you partner with? i know we had vm ware on many times and they lock up amazon services it's hard to barter with dell because they are so close to vm ware, hpe but they have switched in different directions. we have ibm reporting on monday. i don't know i'm just trying to figure out because your company is not that big. who is in there with you >> well, let me start with this, if you take vm ware's renewals business out, which is extra ten years of head start, we're only one-third the size of the new

business and all our business has been new business up until now. only 5% of our business is renewable's because it such a young company and we partner with the names you just mentioned. you talked about dell. hundreds of millions of dollars for them actually as a business and that's just, you know, we live in this massively large environment. you have to compete and cooperate with the partners and the public cloud itself. it going to be architect seven, eight years ago you mentioned it we came up with cisco and emc coming together to form this thing called converging infrastructure putting things in racks and having a 1800 support number to say we're convinerged and it has to be about software. it has to be about scale and commodity service and we finally won. nobody talks about converging infrastructure anymore this new converging with public and private is going to be about

architecture, subscription licensing, you subscribe, we stream and finally software for everybody. we'll go and use the credits the customers are already promised to amazon and azure and run the software and our software will not be on prem versus off prem that is architecture. >> just today, literally on the halftime show, john noted that there is just a huge amount of calls being bought now this is really your company. you're the founder if you don't want to sell, you're not selling this might be someone speculating on something that will probably not occur. >> well, we don't speculate and speculation. >> okay. >> you think about it, your virtual desktop hyper converging company. today we have a really good shot becoming a hybrid cloud come pan look, i think all subjipscriptis

have unlocked tremendous value for shareholders tremendous five to ten. i sat on adobe's board and there is so much value. >> completely. i know we love adobe, too. >> think about it. shareholders and netflix and microsoft and all these companies, we're in the midst of this so close 85% of our business is subscription. >> we'll have to wrap it i know you guys are in the think of it and we should think of you more than we have when we developed our work at home industry thank you so much. great to see you, sir. the founder and chairman and ceo of nutanix when it comes to a cloud, verbalization and hyper c converging environment as a caricature artist,

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it is time, it's time for the lighting round and then the lightning round is over are you ready, ski daddy to the lightning round, michael in minnesota, michael? >> caller: boo-yah jim thanks for inviting me back. appreciate your artwork and staff and more paid vacations to italy. >> if we could go there, we'd go what's up? >> caller: i'm interested in your on ppinion on innovative industrial property. >> the warehouse picks and pans

way. that i can get into. i think that's an interesting stock. and it's got a good yield. ellen in new york, ellen >> caller: yes, hi, jim. >> ellen. >> caller: ellen from new york love and watch your show -- >> thank you. >> caller: all most every night. you're welcome my stock is draft kings. >> all right this stock is a red hot stock but you know what? they got the premiere soccer league for the sole sports book. brilliant guys we had them on i won't bet against them that's -- well okay let go to laura in virginia, laura? >> caller: hi, jim, great to be on your show i'm a big fan. >> awe, thank you, laura >> caller: so a friend has been talking to me about caroline and i'd like to hear your thoughts if it's worth buying and how much potential you think it has

long term. >> which one i'm sorry? a great legacy it's just i would own that let me think if this is the right time to do it. absolutely i think it's okay at 86. joseph in texas, joseph? >> caller: yeah, hey, jim. boo-yah from central texas. >> fantastic good luck there health-wise. what's going on? >> caller: well, you know, i'm new to the stock game. i went to the hospital last february for one thing and came home with the flu and i thought there has to be a better way i did research and discovered tel teledoc and frankel shares i like gambling but i'll bet all night long and stay off the table. i don't like too much risk. >> all right. >> caller: anyway, my question is i started a landscape business i've been throwing a percentage

of my daily moneys into fractional shares. >> okay. >> caller: but big lots has a straight a rating but it just doesn't have any life. >> yeah, you know what it active and you can see life i have not liked big lots historically but the activists are very smart you can hold on to that but stay close. continued homework paul in maryland, paul >> caller: boo-yah, jim. first time caller here. >> okay. >> caller: i'm wondering your thoughts on jumia? >> we'll take a pass we have to be in some names that aren't speculative and that, la ladies and gentlemen is the conclusion of the lightening round. >> announcer: the lightning round is sponsored by t.d. ameritrade ♪

♪ in a highly capable lexus suv at the golden opportunity sales event. lease the 2020 nx 300 for $339 a month for 36 months. experience amazing at your lexus dealer.

you want to know why the economy is hanging in there? $2.2 billion stimulus but a lot comes down to the fed chief jay powell powell recognized lower rates will stimulate housing and holy cow, was he right? we got single family housing start numbers this morning that were incredible. up 17% year over year. rising to 1.2 million. more important, we're running out of inventory can you imagine? mortgage rates are so low, we need 1.5 million new homes to meet demand.

that's according to the national association of realtors. that's fabulous news housing punches above the weight it's 10% of the economy but that is absolutely enormous consider what goes into a house. lumber, copper, glass, paint just to start the basics cabinets, sinks, appliances, wiring i like masco and ppg that's paint of course, when you build over a million new homes, it's not just the houses themselves. you need new roads, try martin marietta materials th you need tools keeps beating numbers. you need something to maintain suburban lawns i like scotts miracle grow and plants along with the pool corp that is a double winner because covid-19 means that home is really the only place where it's safe to go swimming. the stock is up 40% for the year but i think it's got more room to run because there is so much

housing demand all this construction generates a massive amount of garbage. waste management told us many times that it thrives when building lots of houses. matter of fact, the best line of the business stock is down $18 from the high and as we told action alerts.com, this may be one of the most reasonable growth stories out there when so many are saying all growth is too expensive. let's talk retail winners. first, best buy because when you track, you might as well take the vacation money you saved up and build yourself a home theater or get a dynamite screen not like we're going to the movies any time soon so we go to best buy to keep ourselves entertained. we have home depot and lowes it's a fantastic stock buy it all you want after this terrific run but you know what lowes is my favorite because ceo marvin ellis son is turning this around they spent too little on technology the surging online business will

give them a big earnings boost, not yet competitive with home depot but closer and lowes was the leader might be returning to the old pecking order but remember, i like them both of course, let's not forget about the most obvious winners from the housing market, the home builders, lennar, d.r. horton and the builders, let's say they're not as consistent. and the components have renovation exposure that smooths things out they are not just new housings not just so correlated to housing starts right now we hear a ton of stories how low rates hurt the banks. that's true. we saw that this week when they reported but it's also ridiculous to worry about if you care about the economy has a whole which is j.p.'s job low rates are great for business because a booming housing market is more important than the financials making less money are we going g ting to lament t

mortgage rates are too low you're not a bank but a good chance you're a homeowner. do the math. stick with cramer. blah at the golden opportunity sales event. lease the 2020 es 350 for $359 a month for 36 months. experience amazing at your lexus dealer.

. in two days we'll probably know whether this astrazeneca oxford vaccine has great

promise. i know the market still thinks so i sure hope so i like to say there is always a bull market somewhere and i promise to find it for you here on "mad money. i'm jim cramer and i'll see you monday (reed) drop it down, drop it down! -whoa! -unusual... (elon) we want to be a leader in apocalypse technology. (jay) what i'm sitting in right now is called the pleasure capsule. ...ridiculous... this is really thinking outside the box! (brad) i have no feeling below the waist. (jay) that's what i hear. ...and just plain stupid. and never underestimate the power of stupid. (charlie) i actually staged a fake accident with my limo. you know, we've done a lot of crazy things on this show, and it really impresses me the things that people come up with, it's so creative, we thought it'd be fun to put together a list of some of the wackier and cooler-- not the most practical-- cars we've seen. and some are pretty outrageous, and some are kinda stupid.