james in ohio. james? >> caller: yo, jim, booyah >> what's up >> caller: about six months ago, i was looking for an alternative energy drink, i started getting my friends drinking the one i landed on. i bought some stack at 55, now at 94 today. what do you think of celsius holdings >> i had them on really early on and really liked it. i think you're on to something big, partner i like you you got horse sense. don't fall into the inflation anxiety trap it's starting to annoy me. i have four major sections of the stock market that are singing a positive tune. take a look at them. there's plenty of winners if you look around and stop being so darn negative. emerson electric, remember them? i'm breaking down their deal and sharing what it could mean for your minute. >>> and we've seen an influx of ipos in the last few months, one athletic apparel business, could it be the next nike? >>> and i'm getting the latest from a ceo, and it very much fits into this winning category. stay with 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everyone down. with paycom, employees enter and manage their own hr data in one easy-to-use software. visit paycom.com for a free demo. in business, setbacks change everything. so get comcast business internet and add securityedge. it helps keep your network safe by scanning for threats every 10 minutes. and unlike some cybersecurity options, this helps protect every connected device. yours, your employees' and even your customers'. so you can stay ahead. get started with a great offer and ask how you can add comcast business securityedge. plus for a limited time, ask how to get a $500 prepaid card when you upgrade. call today. >>> last monday, we learned that one of my old favorites, emerson electric, was making a curious move they have a pair of industrial software businesses that they're merging with something called aspen. we don't think about them as industrial tech. i spoke with their ceo, and i thought he told a really excellent story. >> what a great opportunity for emerson and aspen shareholders to really transform and scale what is a high-growth industrial software space over a $60 billion opportunity to grow organically as well. synergies on both sides of the table. and a very important day for us. >> i thought he was so great i thought he made so much sense. but apparently wall street disagrees. because the stock got hit. when the deal was announced, it tumbled from 96 to 94. now it's at 92 of course, it's rallied back to 96 and change. but it's unchanged since we found out about what i think is an amazing deal with aspen technology it should have been and is a huge positive. many people are having trouble getting their heads around it because the deal seems somewhat complicated. they're not selling their software business to aspen, they'll have a combined company. i'm revisiting this thing, because i don't think i got the point across i want to cut through the confusion about the transaction. because it's too good to ignore. let's start with the basic facts, they have osi and geological software, that are merging with aspen they have $6 billion that will go to aspen tech shareholders. in other words, it's less that they're selling their software business to aspen, and more that they're buying a controlling stake in a new vehicle called aspen, while they merge their software divisions aspen is getting a 27% premium before we started hearing chatter about the deal so why am i enthusiastic about this simple aspen is trying to take over the industrial software business, i often describe aspen as a manufacturer's manufacturer. all sorts of businesses are trying to save money by replacing people with smart mac machines emerson has a $120 billion base, and they think the cross-selling opportunities for aspen tech will be enormous, and i agree. within five years, aspen tech expects to achieve $110 billion. on the emerson side, $45 million of synergies, and that might be the tip of the iceberg the old aspen had a soft business model, which wall street prefers and stuff that is on the cloud, this will be cloud, cloud trades much higher. salesforce trades higher than oracle things like that after the deal, aspen tech should be able to generate $1.1 billion next year, not bad. the transition to the software as a service model should be good for the margins, too. and they're building a model for other acquisitions that's what i like i spoke to the ceo last week, and he mentioned that they see lots of opportunities to do more deals. the only other company that is in this is honeywell but you need to know why it's happening. two years ago, emerson was under pressure from a quirky activist hedge fund, meaning smart. earlier, he created an enormous amount of value. but in recent years, the stock stalled out. so shaw came in and used emerson's alleged lack of performance to push through some major changes. nothing much seemed to happen, nothing came out of that he got a seat on the board of directors, emerson said they would look at costs. then earlier this year, david farr retired, and handed the reins to a change agent. emerson has come roaring back. and there was some pressure on him to unlock value by spinning off some of their subsidiaries and that brings me to the aspen tech deal. it didn't make sense for emerson to totally spin off its industrial software, because this stuff typically gets sold as a package with its industrial hardware they wanted to get value for the software assets. and meanwhile, they're keeping some of their software under the emerson umbrella, that most integrates with their hardware you may say, jim, this is alchemy. emerson deserves a much higher price, they combine them with aspen, which will continue to be publicly traded in order to give their businesses a higher valuation. but they benefit, because they own 55% of the new aspen finally, one other angle new aspen tech will have the solutions to become a leading player in environmental sustainability they have the software they need, that's why it's such a good stock bottom line, this is an incredibly savvy transaction that makes a ton of sense for both companies and emerson's stock is pretty much flat, ayou're getting a fabulous deal and you're getting it free. >>> coming up, what is going on with the ticker symbol on on lace them up cramer takes you on a run that has wall street doing a little soul searching next michael myers is the essence of evil. the boogeyman... needs to die. if you track michael's victims, it's a straight line to michael's childhood home. [ screaming ] tonight my family will kill him. [ gasps ] [ screaming ] [coins clinking in jar] ♪ you can get it if you really want it, by jimmy cliff ♪ [suitcase closing] [gusts of wind] [ding] ♪♪ in boxing or any other business, one day, you're gonna take a hit you didn't see coming. do you stay down? or do you get up? [announcer] and this fight is a long way from over, leonard is coming back. ♪♪ ♪♪ ♪ ♪ ♪ ♪ ♪ ♪ ♪ ♪ ♪ with a bit more thought we can all do our part to keep plastic out of the ocean. >>> in the past few months, we've had a whirlwind of ipos, many of which have been garbage. but some have not. tonight, we'll look at some enticing stocks, it's called on holding. onon, they're the swiss company behind on brand athleticwear we love a good footwear story. crocs may be very 2006, but the stock has more than doubled. i can see the appeal if on holding can follow in its footsteps, it would be a screaming buy. the stock opened at $34.50 on its first day of trading. then briefly went over 40. but soon they were in the high 20s before rebounding to $30 it's here, and it's been stuck ever since when a stock that you like pulls back from its highs, it's often a great buy opportunity. when you see a stock getting slammed like this, you have to start thinking, what's going wrong? what don't i know? well, they're a terrific company, this has interesting origins. a little over a decade ago, a swiss athlete named olivier decided to create his own running shoe he wanted something with a cushioned landing and explosive takeoff. right out of the gate, they started winning awards they make you feel like you're running on a cloud originally, they were a tiny brand that you could only find in specialty stores. nike worked with steve prefontaine. and now, 11 years later, on has a wholesale accounts, roughly 64% of their sales the other 36% comes from their website. which is growing like a weed take a look. and sales, nearly 85% increase in the first half of the year. in switzerland, they had brotherly love, 500 years of peace, and they developed the cuckoo clock i'm never going to look down on swiss innovation or engineering. never mind that the cuckoo clock comes from southern california go watch "the third man," you can stream it on amazon prime. really good. back to on holding, they've created something really special here in a world where consumers embrace healthy lifestyles, while fashion has become increasingly casualized, this is a good one sales growing, and the company is turning a small profit. even before on holding raised $570 million from its ipo last month, they had a near pristine balance sheet, plus their cash flows just turned positive there's not much i can say about them other than they're excellent. and their revenue growth is acce accelerating since 2020, they've had sales at a compound rate of 85%, in line with their growth in the first half even if you zoom from 2018 to 2020, they had a 6% return rate. on top of that, it's probable, highly unusual with the junk that is coming public these days i would love to be able to recommend on holding why isn't the stock here i'll tell you why. it's because of the fly in the ointment it's frankly enough to ruin the entire story, at least in the near future. on holding has what i call a vietnam problem. i don't mean the tet offensive, a different kind of vietnam problem. it's a supply chain problem. the shoes are designed in switzerland, but they're manufactured in vietnam. i have nothing against vietnam, but at this moment, where supply chains are hopelessly tangled, getting all your product from there is a big liability the country had to shut down factories completely ahead of the holiday season because of the pandemic and i think it's the vietnam story, nike had a vietnam problem, too, and the covid numbers are hurting them as well and the next couple of quarters could be pretty ugly some analysts are forecasting negative growth rates early next year, which would be a huge hit. on holding is pretty expensive, it trades at more than ten times, not earnings, but sales and more than 40 times -- it would be too risky to buy this one right here, as compelling as the story is this is a great long term growth situation. and eventually vietnam will get over the delta variant, or they'll move their production somewhere else bottom line, i think on holding could be in for a turbulent next few months but you should get ready to buy it gradually on the way down other than the vietnam supply chain issue, this has a lot going for it if you buy it now, you're betting that everyone knows about the problem. but that's not the case. i want to go to jaden in texas jaden? >> caller: what's up, jimmy. >> doing okay. how about you. >> caller: i'm doing well. don't listen to all these losers in your twitter replies. they don't know what they're talking about. >> i am among the top ten hated people on twitter. my wife said, what did you do? whatever let's go >> caller: i'm a college kid in east texas and we love top golf over here they were acquired by calloway a while back i got in at $32, and i'm just not feeling the recent price movement what do you think? >> i think you're fine a lot of people felt that golf had its day when people started realizing, you can play outside. but i got to tell you, thank you for the kind comments, i think golf is here to stay this is a good level i know it also hurt dick's too it's another good situation. thank you for the kind words the mentions come, i got my man dylan who reads it now when he sees something positive, just shoot it over to me if they continue to be negative, i got bad news for you, i'm not reading it but maybe it's good news keep writing i could care less. i used to care it could be a turbulent few months for on holding, but be ready to buy it on the way down. i think it has a lot going for it and i may have said that the cuckoo clock originated in southern california, i want to correct that it's germany and splunk, i'm learning about the comments from the press conference all your calls, rapid fire, in today's edition of the lightning round. so stay with cramer. [coins clinking in jar] ♪ you can get it if you really want it, by jimmy cliff ♪ [suitcase closing] [gusts of wind] [ding] there's software. and then there's industrial grade software, forged from decades of industrial experience and insights. meet honeywell forge. analytical software that connects assets and people to deliver a cybersecure record of your entire operation. so that everyone, in your boardroom and beyond, speaks the same language. honeywell forge. industrial grade software. >>> like i said at the top, the last couple of weeks, wow. the cloud-based software stocks, even including some of the typical laggards splunk has had a rough time in recent years the company struggled with its transition to a software as a service business model but after pulling back to 110, they've worked their way up to 165 and change today, and looks like the business is back on-track and doing well. and today they kicked off their 12th annual user conference. let's check in with doug merck, the ceo. welcome back to "mad money." >> thank you, jim. always happy to be here. >> thank you, doug you made a number of headlines and a lot of key messages today. can you give us what people would have heard and what distinguishes you from others in your category? >> absolutely. so let me peel thisback for a second you have followed us more closely than anybody else. we had a really good q1, q2, and q4 we had ten consecutive quarters of 70%-plus growth today was an exciting day, we were working like crazy to make sure we had updates across our platform and our package solutions that focus on the cyber security teams, and our big new initiative over the past year and a half, the application dev ops teams. >> you helped the u.s. government meet cyber security problems what will this do for the u.s. government >> great question. the u.s. government has been a great customer for splunk for well over a decade most every agency uses splunk underneath the covers, with ways to investigate potential security incidents there was an executive order that made this even more important, and we created a package and offering pricing for them, that enables them to use splunk to ensure that our nation is safe. and the government agencies, like everybody else, who have been struggling with this crazy cyber environment, to be able to do their work quickly and efficiently. >> i signed up for your -- went to the website got a nice email from someone who wants to work with me. but in terms of a ratio, cyber security and understanding your own data seems to have taken on a bigger chunk than when i first met you, when i look at the website. >> the beauty of splunk, if you don't spend all your time refining data, and you're dealing with this crazy, unstructured data that we've been the experts in. that led us to the cyber teams they have so much on their backs right now. our cyber business has been 50%-plus of the business the last four or five years. and over 36 billion records taken in breaches, and the beauty for our customers, the exact, same data they're using to be able to keep their organizations safe is also usable across the other technology departments, i.t., application developments, and usable for companies like p por porsche, or bmw, are my customers getting what they want this data is very, very reus reusable it's a very unique offering. >> so recently, i don't want to slag them, but a story backed away from couponing, and it hurt their business would you be able to tell a retailer, look, in the last three days, this is killing you? >> for sure. for sure the information that is flowing across networks, end points, the different applications, it always contains some degree of customer information you want to redact the personal information, and still get the value of the data. but through that, can you see customer patterns, manufacturer and supply chain patterns, and whether we're pushing critical updates that we can continue to interact with customers. >> i know walmart is a customer they were upgraded today by goldman. they're not getting enough credit for their cloud strategies what have you done to help them, because i think they're an extraordinary cloud company, but people don't think of them like that. >> they don't. it's amazing what they've done we've been working for them for a long period of time. five, six years ago, they said, we're going to build it ourselves, and they came back after 18 month, realizing, oh, my gosh, we can't do what splunk is doing their executive has come in and he's continued to drive this fully digital environment that walmart has. 220 million shoppers per week served without splunk as a backbone for their very complex data, we're the single pane of glass that ensures their 220 million shoppers get a great experience. >> that's a great credit to you. walmart could pick anyone in the world. they're big enough to pick anybody, and they chose splunk, then again when they realized they couldn't do it. congratulations on your big day. i really appreciate you coming on the show. >> thanks, jim. >> the stock is still inexpensive versus its colleagues, even though you heard some of the things he's doing, both for the government and for walmart. a very important client. "mad money" is back after this >>> coming up, a storm is coming so give us a call. cramer has the answers to all your burning questions the lightning round is next. paola needs a parachute. so, salesforce customer 360 unites your marketing, sales, commerce, service, and it teams around her. so they can deliver a great experience from anywhere. ♪ (whistle) ♪ so they can deliver a great experience from anywhere. meet stuart and byron, owners of sml, a tiny home architecture firm. they were getting ready to travel to portland, maine for a pitch when their 3d-printer broke. luckily, sml is with american express business platinum, and has access to over $1000 in value per year with the business services suite. so they got new software and created a full augmented reality experience. sml won the pitch, and with their membership rewards® points, extended their hotel stay for a few extra days. they had a whale of a time. get the card built for business. by american express. ♪ >>> it is time time for the lightning round and then the lightning round is over, are you ready? let's start with greg in tennessee. greg >> caller: hi, jim thanks for taking my call. longtime listener, first-time caller >> excellent. >> caller: thank you for all you do to help people make their financial dreams come true and cvs. >> it's good we had a gain, we should have let it run even further. they're doing a great job, shout out to the north shore cvs i went to this weekend, so clean mike in indiana. >> caller: hey, jim, my fiancee thinks you're crazy but in a good way. >> i like that. >> caller: she loves you i had a quick question about a richard branson-backed stock, 23 and me >> look, i like 23 and me. someone came on recently and called it, i'm not going to mention it, the next such and such what they were saying is, it's a misunderstood company. i agree, and i think the stock should be bought james >> booyah. >> caller: first i would like to thank you for giving me the confidence to rejoin the stock market thank you. >> that's what i want. >> caller: yes, sir. what are your thoughts on pbr? >> i think it can be owned i think oil, i think a rising tide lifts even that boat. michael? >> caller: in 2008, you warned us 2020, you calmed us. you have really improved my life 1970s, inflation was terrible. i think we may be back there now. 2.7%. >> it's too cheap. you're on to something i like wy. i think they're doing a real good job thank you for the kind comments. and that, ladies and gentlemen, is the conclusion of the lightning round! >> the lightning round is sponsored by t.d. ameritrade coming up, excluding his phd in pizzazz, cramer is no doctor but his hippocratic oath would be known by any white coat and he shares it, next when traders tell us how to make thinkorswim even better, we listen. like jack. he wanted a streamlined version he could access anywhere, no download necess