>> but say he never left. >> calling brent saunders back, huh?'s what the big money's saying. i'm saying he never left. he did what gilead had to do. he bought a lot of companies that could produce blockblusters, also has a non-alcoholic liver drug, has a good drug with ilea, where you have fewer shots in the eye. >> funny you mention that, allergan is one of the top five gainers this morning. gilead is one of the top ten losers. >> there you go. gilead didn't employ the money. now they've got a central nervous system breakthrough drug for depression and antisuicide. >> gilead does? >> no, they don't have jack. >> allergan does. that's what i was wondering. i'm sorry. gilead has an incredibly underlevered balance sheet and ability to do a big deal. >> they should have done a series of small deals. >> you can't complain about gilead just the deal alone that set the tone for everybody else. even though they paid a big number. >> if you wanted at 100 i think you can do a little complaining. >> okay. i suppose. just saying it's not like they don't kn

i'm eyeing the fine lines of its quarter with brent saunders, the ceo. so stick 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. bp engineers use underwater robots, so they can keep watch over operations below the sea, even from thousands of feet above. because safety is never being satisfied. and always working to be better. when i was too busy with the because safety is never being satisfied. kids to get a repair estimate. i just snapped a photo and got an estimate in 24 hours. my insurance company definitely doesn't have that... you can leave worry behind when liberty stands with you™ liberty mutual insurance >>> you want to know my idea of a beautiful picture? check out the chart of take two interactive, the video game company known as the developer of grand theft auto, but they have a ton of another lucrative franchises. some terrific sports titl

neil: allergan ceo brent saunders don't see a border tax going anywhere. ing to be bought by pfizer. president obama wanted nothing to do with it. in the course of that discussion, mr. saunders was discussing, that hearing about seven is new planets nasa founded he will reincorporate on one of those seven planets. gotcha. thinking about it though. can't tell you number of ceos would seriously entertain that. i don't think robert wolf would unless they had a good golf course. they might. former head of ubs america, fox news contributor, robert wolf with us. always great to see, my friend. >> good to see you. neil: you're hearing the collective read and allergan ceo saying we might get the tax cut but we'll certainly not get the import tax. >> you and have been speaking last seven or eight years. there will be no broad based tax reform. there will be a corporate tax cut but broad based, this border tax is not happening. neil: what is weird at the surface, using a tax hike to pay for tax cut. >> especially being passed to consumers. as far as our gdp, we're st

>> you have brent saunders on tonight? >> yeah. >> and immelt on also?, well, what do you think i do? i'm a booking machine. oh, strauss zelnick is no slouch. i got him from the rafters. david, this is what i do for a living. i tweet and i book the show and my wife says, listen, don't come home tonight. she told me not to come home tonight. >> what do you want to hear from immelt? >> i think we have to talk about making america great again. we have to talk about trade war, but we have to talk about the numbers. we have to talk about total shareholder return, okay? it's not about friends. it's about money. >> jim, we will see you tonight. "mad money" 6:00 p.m. there's a lot to get to. dow's down 58, banks down for the third day in a row. back in a moment. this is where i trade andrs. manage my portfolio. since i added futures, i have access to the oil markets and gold markets. okay. i'm plugged into equities- trade confirmed- and i have global access 24/7. meaning i can do what i need to do, then i can focus on what i want to do. visit learnfuturestoday.c

brent saunders has created a powerhouse, and best of all, the stock doesn't reflect that fact yet, even after this recent rally. we know that the restaurant sector has become a challenged space. we're always hearing about companies not being able to triumph over the weak consumer doesn't want to go out any more. panera has triumphed by enrolling 25 million people in a plan which is now responsible for more than 50% of its sales and going digital for 25% of its business. oh, and its delivery business, on fire. panera is in charge of its destiny. that's how its stock could rally 19 points yesterday. as i told members of the actionalertsplus.com club today in a conference call, starbucks needs to study panera's success because it has conquered a lot of the problems that mobile ordering are really causing spux right now. starbucks has got to solve that problem. just because you're not in charge of your own destiny doesn't necessarily mean you're in a bad place. for example, some companies fortunes may be hostage to a particular cycle, but sometimes that cycle is roaring. i believe that some

and this stock's been on a total tear since it bottomed in the 180s when ceo brent saunders lowered earnings expectations and bought a lot of stock himself. the action in stock raises the bar for anything saunders says this week. in short, we need to see some numbers that indicate allergan can earn as much as $16 a share in this year, and we need to learn about some of the new potential blockbusters in the pipeline that might have develop the or purchased in the last year by brent. otherwise i think the stock could sink back to the low 200s. y he it has moved that up that much. time warner also reports wednesday and we're going to be looking for any color about whether management is concerned at all that the deal won't close. i'm talking about the acquisition of time warner by at&t and how president trump is already signaling he's opposed to it. now, we got a process in the country, a process where the antitrust division of the justice department decides these things, and i can't think of an economic reason in the world why they'd block this one. but wait a second. this administration is a w

>> well, you know what brent saunders keeps making these acquisitions that people think are tuck-in acquisitionscomplete the body. zell tech a body sculpting company usually done with plastic surgeons, $2.47 billion in cash spent by brent to be able to buy zel tech this completes the now face and body. remember, a lot of the face work is being done by plastic surgeons. brent is trying very hard to make people look young, stay young, whether it be botox, whether it be this. what i like about this deal, david, is once again it is accretive. so when he makes these acquisitions, your numbers go higher. he's already got the cheapest high growth company in big pharma. a lot of what he does, by the way, is with teva dividend money. and teva this morning reaffirmed his dividend off of what looked like a not great quarter but what really is because they reaffirmed guidance. saunders has a huge chunk of teva stock and a lot of cash from selling generics. i think the stock is going to be down because people don't understand the deal initially, but this is part of brent's takeover, how you feel, how you loo

not with brent saunders saying, hey, trump, please regulate our business. you see that?e regulate our business. odd. >> speaking of regulation and business, goldman is the worst performing component on the dow. we don't usually mention barrenberg but they cut to a hold. >> saw that. >> arguing a lot of this policy expectation is baked in. >> well, you know, look, we've run a great deal. there was going to be a day when you decided that they were going to sell these stocks. goldman is an inexpensive stock historically. not on book but on earnings. if you get those rate hikes then goldman's going to be a buy. nvidia, nothing is wrong just the chart and hot money. >> right. >> micron's boom bust. that 50% spike in dram prices was not as boom. >> talking about the banks, jim, what a difference a year makes. think about where we were a year ago with many of these banks. remember the liquidity in the marketplace we had roughly a year ago? concerns about more fed rate hikes, where we were going to be -- >> on the books, diamond bottom. >> worries about the european bank. >> deu