acacia is a communications equipment disrupter. twilio is a software platform that's essential for much of internet commerce, one that's used by uber, airbnb, facebook, whatsapp. now, let's go look at the charts of these two monsters that don't need a whit of global growth to make their numbers. at precisely 2:00 p.m., that statement came out. they took off like bats out of term economic growth forecast. that's twilio time. that's when you reach for acacia because they keep growing no matter how well or poorly the economy is doing. the poorer the better. the problem is the current algorithms all owned by the biggest and fastest hedge funds you have something like that amazon button at the ready. right now that doesn't exist for regular investors. for years when i worked at my old hedge fund, i had all these stocks that fit the picture of a slowing economy at the ready. i killed it by knowing to buy the stocks of u.s. robotics, digi, or dsc communications on any statement about a sluggish growth from the fed. my goal was to get thes

remember, acacia came public at $23 in the ipo dog days of may 2016. the secondary offer. you usually have to chase this one to get into it. the combo of the increased float and the weak market has brought it low. i believe this secondary will be widely oversubscribed, and while you may not be able to get in on the deal -- yes, it could be that tight -- at these levels i think acacia is a bargain. you can buy some, down $12. market wide selloffs happen. they may last longer than one day, but you have to take advantage of them. start new positions when they bless us with lower prices for be rallying like crazy on, say, a lower dollar or higher oil. and of course end of the month markups that happen like clock work a few days before the end of a quarter. look for mix of stocks. i say some too strong to get hit hard. others that are simply down on profit taking. that's why you keep money on the sidelines, and that's when you put money to work. stick with cramer. why are you checking your credit score? really? i'll take it. sir, your credit... -is great right? when was the las

twillio and acacia. it's clear that its software platform which powers communications for netflix, facebook, airbnb and uber, has the best client list on earth. these companies can't live without them, which is why twillio is able to take a cut from every transaction. acacia is the best of communications equipment. its stock is expensive as all get out and it has some amazing momentum which is what you're looking for after a fed induced trashing as those are the ones that are going to bounce back the hardest. first they got to come down. here's the bottom line. i've waited for a supremely up day like today to tell you what i think could happen when -- not if, but when we get the next sell-off, especially if the fed gives us a rate increase soon. when it occurs, expect the biggest winners to get hit hard as the hot money managers take the money off the table, giving you a chance to buy these stocks at much more palatable prices. i doubt you'll be able to get out and get back in in time to participate in t

years in court to answer to charges on acacia on how heroin is affecting families northeast ohio as jeremy and crystal jackson maced child endangermen chargesy they said the police report said that they admitted to starting her own t and barkw park they responded and found him on the ground and her slumped on the bench this year's-year-old was found cryin the child is now the family member does not want to be identified.are how this plays out >> it is ridiculous, too easy t get a hold of there should be more limits.ld >> place used narcan to revive the man and today the ball pled not guiltyd another court date will be set until then judge pinky carr said the suspects could have no contact with that child not even through text messaging.oth >> please looking for suspects in another attempted smash and this isola rammed a white suv into the building but got stuck,,s they do not get away with atm but they did get away, they say they're looking for blue minivan that they were seen driving. june next year is window custard stand trial for sexual assault,o he was in a pennsylvania court as they

. >> caller: jimbo, acacia. >> this is a red hot stock. you let the whole market take it down to a level where it might have been before it reported tom in pennsylvania. >> caller: hi, jim, first time caller from elwood city, pennsylvania. i wanted to begin by thanking you for your reading list in world war ii magazine last year. >> geez, you read that. thank you so much for saying that. that was a fun piece for me to write. that's my true passion. >> caller: my stock is dynavax. >> that is the conclusion of the lightning round. >>> the lightning round is sponsored by td ameritrade. >>> when they come back down for the high valuations i would steer clear. clean up in aisle six. >>> hey, good job taking mark sanchez in your fantasy draft. >> not true, not true! next caller! >> it's all a big battle ground. get me? >> oh, come on. children. >> no, is it bad? this is how you don't get good guests on anymore. well, there's a week that was. his motorcycle insurance to geico. there's no shame in saving money. ride on, ride proud. geico motorcycl

. >> jimmy: the bull horn, acacia ant, it feels like someone fired a staple into your cheek or hand? >> exactly. >> jimmy: have you had a staple fired into your cheek or hand? >> i had one once. i had my hand underneath the staple got me that impression. >> jimmy: yellow jacket. feels like extinguishing a cigar on your tongue. you definitely haven't had that? >> no, i hope not. >> jimmy: so how do you know it feels like that? >> you don't. but you kind of imagine if that's what it was, that's good enough. >> jimmy: you just imagine -- by the way, i was attacked by a swarm of yellow jackets. >> i heard. >> jimmy: when i was a kid, i was about 8 years old, in brooklyn i jumped over a fence and my sister, both of us. we landed an old steak, a piece of meat somebody threw into a yard. i was swarmed. they chased me down the block. >> you were trying to steal their dinner was the problem. >> jimmy: that's right. i got stung 11 times. my uncle tony went out in the backyard and started bringing dirt up to the bathtub and they filled the tub with mud. was that a good thing to do? >> sure, tha

or acacia communications or the red hat that i said last week would have a blowout quarter and that's exactly what happened after the close. or like the three needles we got last night, a virtual trifecta of fabulous quarters from kb home, adobe and fedex. now, any one of them could have bemoaned the slow growth environment or succumbed to it and we would have all said, hey, yeah, slow growth, what can you instead, it then prospered. i want to talk about them because all three were indeed gettable as stocks. in fact, i recommended all three in last week's game plan. they were stocks to buy both before and after the fed meeting regardless of what happens because, well, like i said, after the big bad event like we had with the fed meeting, the market tends to rally because buyers have been waiting all week and they come in off the sidelines. let's start with fedex. here's a company that reported a sharply better than expected number and raised guidance e-commerce is growing by leaps and grounds. fedex ground service posted an amazing 12% growth year-over-year. double-digit growth for th

people who like twilio also like acacia, david. >> wow.ooking at a tweet from the chief digital officer at salesforce. this is a verified account courtesy of our peter shacknow who said why twitter, one, personal learning network, two, the best time real context rich news, three, democratized intelligence and, four, great place to promote others. that is the chief digital officer of salesforce just tweeting. >> masquerading -- >> no. >> this is what i'm talking. this is what i've been saying to you. >> worst performer on the s&p right now. >> nice trial to see what happens to its stock. >> we're going to bring that up in a graphic for people as well. thanks both to steve and peter. >> this is what i'm talking about. when you combine it with einstein, with artificial intelligence, you will know more about your customer. and how could you not hire them? >> that is a very surprising thing for someone to do in a public way at this point. almost a little bit of its own bear hug. let me break away from m&a strategy, but that is interesting. ther

while you may not be able to get in on the deal, yes, it could be that tight, at these levels i think acaciaa bargain. you can buy some, down $12. market wide sell-offs happen. they may last longer than one day, but you have to take advantage of them. start new positions when they bless us with lower prices for merchandise that would otherwise be rallying like crazy on, say, a lower dollar or higher oil. and of course end of the month markups that happen like clock work a few days before the end of a quarter. look for mix of stocks. i say some too strong to get hit hard. others that are simply down on profit taking. that's why you keep money on the sidelines, and that's when you put money to work. stick with cramer. ♪ we're drowning in information. where, in all of this, is the stuff that matters? the stakes are so high, your finances, your future. how do you solve this? you don't. you partner with a firm that advises governments and the fortune 500, and, can deliver insight person to person, on what matters to you. morgan stanley. upgrade your phone system and learn how you could save at vo

and don't forget acacia -- >> what are you looking at. >> at the tweet deck. >> trying to figure out -- i thought you were trying to figure out the line next week. forget it. you won your game and that's it. you're back to -- my buddy dan snyder back on the sideline. >> we'll win another one too. come by any time. >> i might just drop by later. thank you, guys. i'm sorry. i took the ball. like shawn during the old days. remember in the huddle. me, me, i'm open. me, me, i'm open. me, me, me, it's like a little gift. it's a gift, me, me, i'm open. >> i thought that was keyshawn, give me the damn ball. wasn't that the name of the book. >> when i met deshawn's mother she said i follow you on twitter. >> he is a cal guy. >> thank you, man. >> thank you. >> thank you. >> any time. >> steph, najarians, sorry. >> there's the market. dow, s&p, at the highs of the day. it's the cramer buffer. did last night's debate clarify things for the markets? oh, you want to stick around for another -- all right, before the break take a look at s&p sectors right now. and we're back right after this. hey g

take a look at acacia, twilio, twine, all those on the upside. a couple tech ipos later on this week. i'll talk about them tomorrow. right now the dow up 84 points. guys, back to you. >>> bob, thanks so much. bob pisani. let's get to the bond pits. it's going to be a busy day for all of us in equities and income. rick santelli at the cme. >> hi, carl. indeed a busy day though i'm still not sure why we need any of the traders. ministry of finance, the bank of japan just tell us where they want the markets because indeed they basically took out a hammer and nail and said they're going to fix the 10-year on their behalf. they're going to peg it close to zero. now, this is kind of like our old operation twist on steroids, but no matter how you slice it, boy, you can't take it away. the central bankers of the world really, really believe they know how to do all of this. and it's going to work out so well. how did it play out in the marketplace? look at a one-week of the following charts. one-week of our 10s, we're flirting with a ceiling of 170s and f

acacia and twilio were example of things that would have been triple a few years ago.ple. >> s&p back to 2175. we took that shot of the wall where it's almost uniformly green. that's what a hold on rates looks like. >> that's why i was surprised at 2:00 only certain stocks really moved. and there was a lot of hesitation 220, 230. what did they think yellen was going to say? look, don't believe the statement, i'm going to tighten. honestly, immediately we started talking about november. can we just take a breath and say september no hike? and also it's not bad. it's not a bad thing. i favored higher prices because a lot of our viewers own stocks. >> yeah. what does it mean that nasdaq's at an all-time high now? you got the s&p and dow close behind. and yet sentiment is what february looked like. >> it's just incredible. this market goes up when everybody's really negative. and money comes out of this market or it goes to etfs or miserable bonds that you always talk about with no yield. it's amazing how people keep getting faked out and that's when we have these big numb

abigail: after two weeks of gains for the nasdaq we have the index sharply lower and one of the drags, acaciaation lower.nt maker are they announced a 450 million secondary offering. this comes months after the company's may ipo. some investors may not like the timing of that. plus there is a huge shortage of 36%. , thisg lower on the open after the taiwanese circulator was downgraded from a neutral to a buy. they goes against the grain. most of the analysts are bullish on the stock and on average most analysts see more than 15% upside potential for the shares of high max h --imax. jon: thank you very much. one story we have been following is deutsche bank's ongoing troubles. shares dropped to a record low out of concerns of mounting bills including the justice department's proposed $14 billion fine for its mortgage bond business. how much do banking policies and regulators help or rather not help at all? we are joined by russell goldsmith. great to have you with us on the program. where do they need to get a helping hand? do they need to look elsewhere and say please do something to monitor