that will blow you away. bye. my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now! hey, i'm cramer. welcome to "mad money." welcome to crari other people want to make friends, i just want to make you some money my job not just to entertain you but to educate and teach, so call me at 1-800-743-cnbc or tweet me @jimcramer. holy cow, where have i been? the olympics are over, and i've got my time spot back.

some of that strength comes from per speculation in response to pfizer's acquisition of medivation. the game is on to see who it's going after next, could it be sell gene? insight? it already owns 22% of another. the love for tech seems to know no bounce. after renaissance took advantage of a stronger yen and bid for intra cell.

expensive tech spots because of a bright future of amazon and facebook. in fact, it's amazing to see any gains at all after oil took a big dive. plus, we're in suspended animation as we await janet yellen's speech. now i got to tell you, i don't like it one bit when i got to jump to q. but if yellin says in her speech that we need a rate hike soon, this market will get hit. if you are in a training mode, be alert that he could hurt but tough talk. problem as always, is that the job growth's excellent, but wages are stagnant, so what's the point of a rate hike other than we fear the phantom of inflation? even as digitation and globalization are permanent wage

week, but when i look at the earnings that are coming i'm stunned by how big this week is. we start with best buy, and jm smuckers. we've seen amazing retail numbers. and much of it has to do with the home, appliances and furniture. gadgets aren't really selling. i want to get a read about products they sell, especially i think it's steady as she goes with apple, as we acknowledge that tim cook's been running the company for five years. even if this is a what have you done for me lately market. even though the stock's up 115% with dividends since he took over and valued a 16% since he

check that gopro's might be lower. smucker's driven by the intelligent purchase of big heart pet brands, capitalizing on the humanization of pets. of of of nearly 10 months and 40, 4-0 points ago. maybe smuckers can reignite. housing's been strong. it seems that the company's been more a referendum on city living and unsustainable high prices. i think we'll hear good things, but sigh, in a week when janet yellen provides the coda. we have what could be a terrific quarter from pvh, judging by the lean back to school inventories we've heard about the last

and higher traffic in the mall tell me that pvh might be a very good bet ahead of the quarter. also we hear from hp inc. this is getting interesting. i haven't been a big fan, by i'm warming up. why? if they talk about their industrial 3d printer options and how the yen's been so high, you're going to wish you were in. then there's workday. a cloud-based provider of software, tech specialists, needham from buy to hold ahead of this news. the rap is that there's too much competition. long term, i know not to bet against the ceo neil bushry. thursday we've got two red hot

but i don't know if they'll be enough to deny the rotation of the down-and-out retailers, weakness might be a god send. you'll find a clack of portfolio managers ready to buy them. dollar tree's my fave. i've got like five pairs of sun glasses for, you guessed it, $5. signet and game stop, it blames everybody but itself for poor execution. greenback's not that strong versus last year anymore. i say leave it alone. same goes for signet jewelers. despite its zales brands. known for credit, it's not

that's a credit and finance joke. i've been away for a while! that's why i have a new sense of humor. then game stop where the bears keep winning the war. i know that game stop's embraced pokemon go with gusto, but that one game may not be a needle mover. i was more shocked by the sight of japanese prime minister shinzo abe wearing a super mario hat than the fact that he showed up at the olympic games to hail

culture we all live in. the stock's up 46% for the year. if janet yellen says the wrong thing, then the incredible quarter from mary dillon may not matter. the ultimate payoff comes friday when we hear from fed chief janet yellen. she's smart. i'm betting she simply doesn't have enough data yet. but if she does put a september rate hike on the table, then i'm telling you this market won't be able to handle it with the aplomb that so many people expect. let's go to dave in illinois. dave. >> caller: dr. cramer! >> yo. >> caller: during this rare two

>> i got real jealous. i spent most of the time doing tomato sauce, thank you. >> caller: sounds good. european banking behemoths have been kicked out of the blue chip stocks 50 index recently due to poor performance and financials are the worst performing sector over the last 12 months, so jim, what are you banking on sheer. >> if jan yellin says we need a rate hike then you're going to want to own a j.p. morgan, a bank of morgan, for which my favorite would be wells. wells has been down so long it's starting to look up to me. let's go to david in north carolina.

>> it was a boo-yah vacation. thank you for asking. >> caller: my question is about the recent decline of bristol-myers. i bought some stock on this decline and plan to hold it long term, do you think this is a good strategy? >> i totally agree with you. bristol-myers has been, it's been shellacked because it did show some disappointment, but, you know what? to give up on bristol-myers at 58, 59, i think that's a mistake. i'm with you. take a look at the game plan for the week. the fed chief is in charge on friday. wall street with you on every word. make sure you're listening to every word. iphones, tablets, think you missed the move on mobile?

with the red hot ceo of american tower. then it's the race for retail supremacy, i'll tell you which brick and mortar stores may actually withstand the reach of amazon. at home is the first retailer to ipo, is it time to get cozy with the company? i'm taking a closer look. my suggestion? welcome back, stick with cramer. don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to "mad money" @cnbc.com. or give us a call. at 1-800-743-cnbc. miss something?

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phillips'. the tasty side of fiber. we're always looking for good things at "mad money," one of my favorites is the growing demand for cell phone towers. i've always thought these companies have a terrific business model. you put up a tower and you can

profit. giving the rise of at&t and verizon, you and these towers are in an endless power for subscribers which brings me to the largest trust, i recommended this whole group back in may after liking it for a long time, dubbed amt. there's a new wireless spectrum coming online in this country that will result in more towers. in fact i like the growth of international more than domestic. they raised four-year guidance. the company's organic billing

and a solid 10% in asia. and while american towers pulled back about 3%, let's check in with the ceo of american tower. welcome back to "mad money." >> good to see you, jim. >> have a seat. every time you're here we talk about the arms race and a lot of domestic. but when i read through your conference call, going right to the technology that you're introducing in iia that india could be monday, maybe your biggest market. >> it is as far as the number of towers we own in the country. we have a terrific joint venture with tata. and we're the leading independent tower company in india with a country of 1.3 billion people. >> they don't have apple retail

are synergistic. >> they are. and iphone was the catalyst for the tower industry and the mobile industry to really take off the way it did. and that's on third generation technology. india's predominantly on second generation of technology. the majority of the people still on 2g. >> two other places that came up, brazil and nigeria. how do you know that you will get paid? i want people to know that's a question in their mind. >> our customers are multi-national, multi-network operators. they're companies like vodafone, at&t, et cetera. and they are in many, many countries. so the payer is in really solid credit, secondly, we bill up

like most leases happen, if you lease an apartment, you pay up front, and you do it that way. so we're getting a really strong uptick, not only in business but reliable payment from these countries and customers. >> when we first saw each other you were a growth stock. you have the capacity for a lot of dividend boos dividend over 20% per we're, and -- per year, and we expect to do that over the next number of years. >> some people worry about organic tenant growth. to me, you're not allowed, you don't break down individual companies. but there will need to be more towers. >> store sales are about 6% for us in the u.s. there's more spectrum coming

launched in some form in the next couple of years. and data use is going up over 40% per year in the united states, we're all using more every month and more videos and everybody's going up to higher plans. with the new unlimiteds coming up there will be more demand. >> there were two lines in your conference call i thought were interesting. the intellectual capital you have and the orgati how to create very complex but mutually beneficial master lease agreements with these multi-national operators. that's one thing we think we're very good at, where there's mutual benefits long term. we can export our ip like a

organization in place for many of our people, 15, 20 years just in this business. we've got really great retention rates in our employees and managers. and, again, they can be moved or signed temporarily to new countries and build and bring in that intellectual capital. we're in five continents, 13 countries. >> we've got to keep it short unfortunately. urban, but you're working with small cell. >> yes, we are. we're the largest independent owner of indoor, small-cell systems, these are in large hotels, casinos, racetracks, things like that. and we want to expand that property set to ultimately

coverage is going to get even more hard to do and more critical. >> totally true. that's jim takely, ceo of american tower. coming up, are brits winning the battle versus clicks? don't look now, but retail might just be on the rebound. cramer's got the inside take on what stocks you may want to put in your shopping bag when "mad money" returns.

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interest spending the past two weeks contemplating at a zen buddhist monastery. i had an epiphany. some became convinced that brick

this past quarter put the light of that supposition in so many different ways. amazon is great with $50 billion in domestic sales, that means there's still enough market share to go around, since america had $4.21 trillion. it's not the be all and end all that so many people think it is. more important, though, this quarter changed our perceptions of bricks and mortar retailers in individual cases. before many of them seemed like zombies. now it's clear that some of them have a strong pulse. that's why we need to bury the whole death of the mall narrative right here, right now, this minute. because so many mall-based stores put up good numbers with

monastery. this was a good retail session, when it was neither a quarter marked by a weary consumer, huh-uh, nor a promotionary. americans shop. they were just very picky about where they spent their money. more interested in finding than shopping, as jc penney reminded us. first, fashion's back, the excitement of fashion. we saw nordstrom's anniversary sale after several tepid years. the needle moved and the company reported better than expected numbers. who else got fashion really right? how about urban outfitters? one of my favorite ceo, richard hane

he went on to say i saw more fashion excitement in this spring than i'd seen in quite a few years. that, along with brand momentum, which they stressed multiple times, brought traffic back, even to mall-based stores. and urban outfitters, i was stunned by this, the lowest mark downs ever, remember non-promotional pricing? incredible. maybe it's back. numbers in september. and 13% of the company was purchased. the whole routine is first class and they extended into mens fashion by a man formerly of nike.

from lulu, even as it was a tad embarrassing when i asked my daughter who gave them to me, what abc stands for. it's a family show. i suggest you google it. footlocker's numbers were pretty strong. when asked about whether footlocker's hurt by big box mall closures, the ceo said closing of the anchor stores has been going on for a while. we believe there are only a couple places in the mall that people will line up for products. one is the footlocker store and the other is the apple store. johnson made it clear that the internet has brought a whole new class of excited shoppers. i love this.

friends and then footlocker's the beneficiary. sellers have been swarming all over that i think may be brought on by the liquidation of sports authority. they reported excellent sales for nike and under armour, but it's got momentum for back to school. you have to be impressed in l brands. with the pink division. it helped fuel a fabulous quarter. pink's all about fashion too. jc penney is a classic example of the mall come-back story. the penney of old, but much better than the old penney. that was the penney that was before it was almost destroyed by terrible management. it is pivoting back to house brands and furnishings and furniture, plus-sized apparel and sephora. everybody's trying to cash in on

people are investing in their homes. she wants new carpets appliances, textiles. how well are these doing? it goes on to say we piloted appliances in 22 stores and are blown away. appliances have a sellability 10 times higher. penneys with the faltering sears. and we think this is an opportunity to capture market from sears as they continue to down size their footprint. we know that amazon prime is a tremendous bargain, but the brick and mortar can truly benefit as jc penney pointed out. because the omni channel shopper spends twice as much at jc penney as the pure brick and

home depot pointed out. lowe's didn't have a standout quarter. shopping for the home's just on a different cycle than clothes. but apparel inventories are doing better. so i got an idea. look for pvh to report a stronger quarter. it could be a barnburner. this time they've got calvin klein and denim. and they were selling well. and the ceo decided to give across the board pay raises for employees. it's costing the company fortunes in endless training.

chains. who knows what jet.com will it yield. who didn't get it? macy's and target were the two most worrisome and i think in many ways out of step this quarter. macy's is closing 100 stores, but it fits the pattern of the flailing company with no real purpose. its closures could be a boon for dave and busters, which is looking for big parking lots. how about target? this is a tough one. what can i say? after coming in hot, ceo brian cornell is now putting up the most disappointing sales, save sears. he blamed some of the outlets for the weakness, he documented, but cvs didn't squawk about it.

who? because many of the apple's non-cell phone targets that target sells put up terrific numbers at other stores. target seems lost in many aisles. and that's not a good thing. let's stop talking about the death of the mall or the waning days of bricks and mortar and talk about those who are fighting back with more retailtainment. the ones who aren't promoting the american consumer, why? because business is too strong to keep on lying. let's go to annemarie in new york. >> caller: welcome back. >> what's up? >> caller: will you help me with sketchers? i listened to a conference call.

high multiple stock. but okay wasn't good enough. i think they're superior merchants. i wouldn't duck out. let's go to nick in illinois. >> caller: i'm doing well, how about you? >> i'm doing good. >> caller: i was calling about starbucks. >> our charitable trust, we are lowering our expectations a bit we think starbucks is having an okay time. bounce back as much as i thought. we lowered expectations which means i don't expect it to take out its old high anytime soon. >> l brands is fighting back against the amazon death star. much more "mad money" ahead.

don't make a move until you hear my take on a new ipo at home. then, wonder where the real m&a hot spot is? it's got nothing to do with pfizer's big takeover. and i'll have names, and no case of the mondays here, i'm taking all your calls, rapid fire in tonight's very special, welcome-back edition of the lightning round. so stick with cramer! hloe! that's why allyson felix uses bounty. the quicker picker upper. allyson: chloe! allyson: chloe! bounty is faster and 2x more absorbent than the leading... ...ordinary brand, and faster than chloe too. allyson: come on chloe! bounty the quicker picker upper

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let's talk ipos. so far this year we've had magnificent public offerings that have produced tremendous gains, acacia communications, the maker of fiber optics, it's rallied 97% since i recommended it at the end of july. i pounded the table on it at the end of june. if you bought either of those stocks according to my recommendation, may i suggest that you ring the register, there's no need to be greedy. in addition to the red hots, we've also seen some scorned ipos that have been, well, not so hot?

is home, h-o-m-e. it went public two weeks ago. it's done literally nothing since then. this stock may not have the sex appeal of a twilio, few do. but i think they may be underestimating it. we're going to play a little game to get our heads around the positives and the negatives. let's start with positives. we know that housing-related retailers have been some of the strongest performers in the bricks and mortar space, think home depot. tjx is popular. home goods. selling reasonably priced items which can be delivered to your door, no assembly required! plus, this is the potential to be a major regional to national growth story with the company expanding to more than 600 stores before they saturate the market, wow. and these are true super stores. with over 50,000 different

even better, more than 70% of their merchandise is either unbranded, private label or designed by at home itself. meaning they mostly sell their own products. they carry higher gross margins. beyond that, at home competes at a large and highly-fragmented industry. the largest players have tremendous market share, but the three largest account for 25% of the business. i now think it's eminently do-able. at home has opened 53 new stores, 32 are in new markets. management plans to open 22 new stores a year. however, it's not just enough to expand really rapidly unless you have a consent that works. at home is a one-stop shop for your home needs. you can get all your furniture

rather than trekking to multiple stores to find everything you need. and it's clear it's working. all of at home's stores that were open at the beginning of the year are profitable. and those open more than a year have profits of $6 million. it's terrific. it tells the older stores are still attracting people. if you want to be successful in retail, you need to offer an

they have shopping warehouse that combine the scale of the big box format with clear signage. and an interior racetrack, not like going to ikea where there's barely any organization. by the time you get to checkout you and your spouse are ready to kill even other. it gives customers good value without the need for costly promotions. and 80% of its sales occur at full price. on top of that, these guys know how to execute. at home uses strict inventory controls in order to minimize mark downs and the private label

control cost. during the 2014 and 2015 years, at home plowed $47.8 million into regrading the company, they also spent another $37 million updating systems and building out capabilities to support the next growth trajectory. so if they expand fast they'll be able to handle it. in the 2016 fiscal year, at home posted 25% revenue growth. these numbers have decelerated slightly, down to 21.9%, but it's still good. the earnings are exploding. and they've built a ton of new locations. at home went from not quite breaking even in 2015, and we expect more explosive growth. that's the bull case. let's throw in some negative. at home does not have a pretty balance sheet, got more than $300 million in debt, not much

that doesn't worry me, because their major debts don't start coming due for six years, and they use the proceeds of the ipo to turn down a $130 million term loan. what else? we got janet yellen speaking over the weekend. it might cause a down tick on home furnishings. let's talk stock. it's hard to get a good read on their earnings power, especially since the earnings seem to be pretty lumpy. thanks to the double whammy of back to school and the holidays, at home are earning 14%, if you're annualizing that, you're looking at 56 cents per share. tjx is nearly 23 times earnings.

earnings. so at home's not cheap. that said, with at home's spectacular 20% plus revenue growth, i can see managers paying through the nose for this one as long as it can execute. it's just that nobody's focussed on it but "mad money." you need to understand your risk tolerance before you pull the trigger. if you're willing to do a le speculation, you have my blessing to buy at home with some of your discretionary "mad money." we're back after the break. these days.

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it is time! it's time for the lightning round! and then the lightning round is over. are you ready? it's time for the lightning round. we're going to start with brian in new jersey. brian. >> caller: hey, jim, what's going on. >> not too much shakin'. >> caller: i want to know what you think of xpo. >> great quarter, now it's resting, but i think the business is very strong. real good insight. andrew in florida. >> caller: boo-yah. >> boo-yah back. >> caller: all right, man, i'm actually sitting at the terminal right now waiting to hop on a jetblue flight.

the stock does not offer a lot of upside. and that group is very, very painful. elysse in new york. >> caller: this is elysse. can you tell me, mr. cramer about apple hospitality and how they're doing? >> that's a crowded space. it doesn't have that big of a yield. if you want to be in a real estate trust, i'm going to send you -- let's go to corey in new york. big boo-yah. >> i don't think -- it's had a good run. i say it's for speculation. it's had such a big run. let's go to aj in new york. >> caller: what do i do with gnc

>> they probably ask themselves that every day at gnc. this stock has been absolutely horrendous. i still won't touch it until they clean up and have a good quarter. >> that ladies and gentlemen was the lightning round. the lightning round sponsored by td ameritrade. let's feed him to the sharks! squuuuack, let's feed him to the sharks! and take all of his gold! ya! and hide it from the crew! ya...? squuuuack, they're all morons anyway! i never said that. they all smell bad too. no! you all smell wonderful! i smell bad! if you're a parrot, you repeat things. it's what you do. if you want to save fifteen percent or more on car insurance, you switch to geico. it's what you do. squuuuack, it's what you do. olay total effects vitamin enriched to revive skin and fight 7 signs of aging

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test test testest test test test test test test test test test test test but i honestly think that the news that a japanese company is wanting to buy the u.s. semi-conductor company may be a bigger deal for us. why? because the true m&a hot spot is semi-conductors. we don't know if the intersil deal, it comes after a long line of semi-conductor transactions, like soft bank.

there are way tomb firms in the semi-conductor space. the company formerly known as bongo. and now broadcom. from being cell phone suppliers to being primary players in the internet of things. and when it comes to xpi, they're behind a lot of fancy stuff in new car models. i think the chip stocks offer a much more fertile hunting ground. what looks right? there's marvell technologies, chaired by rick hill. he came right on the show and talked about it and bingo. marvel had been in the rear

i think it would go for a nice premium. i'm always hesitant to speak positively about any company with accounting issues. you know irregularities equal sell, sell, sell, i think and supplier of analog chips to samsung, this one seems like a natural buy, say, for texas instruments. it's an amazingly positive deal. i thought analog might be interested. no such luck. we keep hearing the chatter that xilinx is for sale.

know how hot that it is. it might make it a nifty takeover target from any chip company. cy link, i'm not frightened by xilinx. someone should snap up super semi. including integrate the circuits for data and telecommunications. cypress took the stock up to $15. i think it could take it back to 15. now i don't recommend stocks on

the case that all these companies are doing relatively well, maybe not as well as arm holdings was but certainly as well as linear or free scale or broadcom. that's why i'm giving you permission to speculate on any or all of them. there's too much takeover activity to ignore these. but please, only for speculation. stick with cramer. good thing geico offers affordable renters insurance. with great coverage it protects my personal belongings should they get damaged, stolen or destroyed. [doorbell] uh, excuse me. delivery. hey. lo mein, szechwan chicken, chopsticks, soy sauce and you got some fortune cookies. have a good one. ah, these small new york apartments... protect your belongings. let geico help you with renters insurance.

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first, thank you so much to all you well-wishers for saying where's jimmy cramer? i want him back. made me feel very wanted, even though i was making my tomato sauce. and zoe's kitchen reported a disappointing number. this is a long-term grower, we'll have more on it later. pvh is probably what i feel best

there's always a bull market somewhere, i promise to find it for you right here on "mad money," i'm jim cramer, see you tomorrow! my e-mails are so boring. >> i know. >> i'm embarrassed about that. we already released 30,000 plus. what's a few >> no. i'm not flip-flopping. >> each struggles to answer mounting questions on big issues. new detals surrounding the death of a deaf man during a traffic stop. a teenaged suicide bomber wearing an explosive belt in iraq. canada returns 1,500