mr. cramer, you've made my dad and i great money over the last few years thanks to you. >> thank you. >> caller: when this company went public two years ago you compared it to fitbit and go proand warned us not to buy a hardware maker with amazon or google since then it's grown 20% a year cash flow positive and today boasts a sticky install base of 10 million households who on average own three devices. recently they began to monetize with the release of the radio opening up new and diverse sources of revenue on its platform. >> okay. >> this was all precovid when stay-at-home orders were issued this year, business went from good to great to company he vealed an vea -- revealed high margin and since made the may their product line is difficult to keep in stock since all channels. >> obviously, you're ahead of me the stock is down for the year i'm recommending spotify that is better stock i think you're making a good case for them. it's a stay at home stock. i like spotify because i thought people were using it at home we had an outside safe party you're okay. one of our places has it wha

mr. cramer >> boo-yah. >> caller: mike from upstate new york. >> all right >> caller: technology company. >> i like anyone that makes sells easier and that's one of them victor >> caller: this is victor, columbus, ohio, action alerts plus member. >> go get them >> caller: hey, jimmy, want to give a big shoutout and big buckeye boo-yah and appreciate your help with your covid-19 index, make some money. >> thank you. >> caller: off great advice. >> thank you we have the big five going with the action alerts since whenever the little five. what's going on? >> caller: so jimmy, you've been talking about it for a couple days time to pull back. i want to realize gains. i need you to back me off the ledge. i want to back up the truck and i want to buy h and r block and there is three reasons why. >> three i got a million reasons why not. that may be better that may trump yours. come on. action alerts guy. i'm going to have to -- well, move to the next one i guess that's what happened okay let's go to john in texas, john? >> caller: hey, boo-yah jimmy. >> yo. >> caller: listen, glad to hear you g

mr. cramer i'll be seeing you ♪ hallelujah >> caller: so what i want to talk to you about, ge. ge for a while what should we do, hold it >> just hold it. larry culp is going to figure it out. i just got to leave it like that and thank you for your john. beth in massachusetts, beth. >> caller: hi, jim, thank you for teaching me something new every day. i look forward to seeing you every night. biotech company, they signed a multiyear agreement with ab mori, a global supplier of baking ingredients, who use all-natural zero calorie pure cane sweetener >> i looked at this when it was value versus iff we have to do a deep dive on this this is a very interesting story. and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade hm. i'm thinking... will i have enough? should i change something? well, you're asking the right questions. i just want to know, am i gonna be okay? i know people who specialize in "am i going to be okay." i like that. you may need glasses though. yeah. guidance to help you stay on track, no ma

mr. cramer, how are you doing? >> i am doing well these questions now have great meaning.ow are you doing? >> doing well. working to keep our employees safe it's all good. >> and delivering numbers. you increased guidance once again. some people are saying how could he increase guidance in a reception. but the answer is centene is not necessarily levered to that. >> you base your decision based on the facts today when we announced the $4 billion in incremental revenue it was not clear what that margin would be. now we know it's more normalized >> i think there are things that throw people for a loop. like this quote. consistent with inpatient we have seen a dramatic decrease i e.r. claims. that's a meaningful number for you guys >> sure. >> e.r. -- we do a pretty good job, but a lot of them still use the emergency room as a primary care physician during this coronavirus environment, that's not happening. >> also a reduction in utilization medical costs. natural to presume there are good numbers coming. you reached guidance, but you were your usual cautious self. >> what we

mr. cramer good pick ahead of that interview.re's honeywell, today up about 3% farmer jim, what have you got for us >> really glad to follow on what shannon just recommended with caterpillar. i think you're seeing some flows come back to the industrial sectors. it's being -- boeing possibly getting the 737 max up in the air should benefit the whole sector and caterpillar is a bellwether there i think it's got room to run. >> joey, what have you got >> lululemon has pulled back since its june 10th, 324 high. i think you go long with a 265 stop i stayed long nike i think a lot of people are putting money from nike into lulu >> weis. >> baba. the stock goes back, regains the old highs and trades through it. >> good stuff. everybody have a good day. thanks for watching. kelly, it's all yours. >>> hi, everybody, welcome to "the exchange" on this monday. investing without direction. states are rolling back part of their reopenings, covid cases are rising and companies aren't giving guidancguidance. >>> and facebook is facing more and m

mr. cramer: madam president. the presiding officer: the senator from north dakota. mr. cramer: thank you, madam president. i thank senator hoeven for his words and i associate myself with everything he said about officer holte. he's right, it was an appropriate celebration of officer holte's life along with the governor and a whole bunch of other friends, family, members of law enforcement, community leaders, and even strangers who came to provide that hero's celebration that cody earned. interesting thing about what cody went into. he and a fellow officer from the grand forks police department were called to a scene where shots had been fired and a deputy sheriff had been hit by somebody who was served an eviction notice signed by a judge, somebody who was very well armed with an ak-47, he shot 71 rounds before doing the damage he had done and before he was stopped. cody didn't run from the fire but to it. saved lives by giving up his own. it's what heros do. it's what all men and women in law enforcement do who ware the badge are prepared -- wear the badge are prepared

mr. cramer.s for having me on. >> thank you. >> caller: my question for you is what are your outlooks on the stock considering the covid-19 vaccine was selected by operation warp speed >> this is a robin hood favorite 93 million shares traded put it there you know, look, how about this this is a huge long shot and i know a lot of people are saying it's going to double here is what i want to tell you. the stock today, they could run this as 16 just on hold. so i don't want anyone to say i kept you out of it it's a long shot long shot sometimes come in. i used to be a big pony's guy but long shots don't usually come in. i understand people want to buy it today flip it to somebody else tomorrow at ten. flip it to the next guy at 12. that's not my style. i want to be in the best possible and that's not the best possible let's go to wendy in missouri, wendy? >> caller: boo-yah, jim. how are you doing? >> good. how about you, wendy >> caller: doing great just running in between rain drops. i want to ge

mr. cramer, i'm interested in the stock as astrazeneca. >> that is one well-run company.at franchises i'm saying two thumbs up craig in illinois, craig >> caller: boo-yah, jim. >> boo-yah. >> caller: halliburton. >> i saw on the previous show that hall burltiburton was beine by one of the traders there and i'll join them fade, which means that's a genuine work how about rich in new jersey, rich >> caller: jim, big north jersey boo-yah for you. >> bear country. what's going on? >> caller: what's going on, man? listen, your boy has helped me make some great gains over the last few weeks and i got a question. >> yeah. >> caller: i'm thinking about moving the profit into alaska airlines for a long-term play. what are your thoughts >> it's well run if you buy an airline, it's well run. i always default to southwest because it's best run. and because it's gary kelly and a $34 stock and i don't know when the gospel likes it i have done like maybe 25 years worth of southwest that the a lot of time maybe wasted but i think gary kelly is the best and i'm sorry i put in so much time

mr. cramer. my stock is cldr >> well, they did that merger.coming together i thought the merger was going to be instantly good so i was premature i think you have a winner there in cloudera. >>> i need to go to cassy in new york cassy. >> caller: this is cassie from new york >> go ahead, cassie, it's jim. >> caller: i want to know about international paper. >> the problem with international paper is it's got know growth, and that whol industry has got too much capacity so i am going to say no to international paper. >>> and that, ladies and gentlemen, is the conclusion of the lightning round! [ buzzer ] >> announcer: the lightning round is sponsored by td ameritrade what do you look for when you trade? i want free access to research. yep, td ameritrade's got that. free access to every platform. mhm, yeah, that too. i don't want any trade minimums. yeah, i totally agree, they don't have any of those. i want to know what i'm paying upfront. yes, absolutely. do you just say yes to everything? hm. well i say no to kale. mm. yeah, they say if you b

mr. cramer: thank you, madam president. madam president, i come to the floor today with frankly a heavy heart and a fair bit of trepidation. my goal over the next few minutes is to pay tribute to somebody who is so special, so remarkable, so beloved, so important to my home state of north dakota that i feel inadequate, frankly, but here i am to pay tribute to sister thomas welder who died, went to be with the lord on monday morning of this week at the age of 80. sister thomas was for 31 years the president of the university of mary and the last served as president eher take -- emerita. she was a dear personal friend, not just to me but everyone. when i say everyone, i mean everyone that met her. unprepared -- i'm prepared frankly to begin really to address all that she is and was and does and means to people. first of all, madam president, i would like to ask for unanimous consent to put into the record her obituary as well as the news release announcing her passing from the university of mary. the presiding officer: withou

mr. chairman: without objection. sen. cramer: my question is that these are highly technical comments, but they have to be addressed, and would you commit to personally reviewing them and challenging the status quo? mr. vought: i will look into it and see where we are with those comments. sen. cramer: thank you for your willingness to take on this challenge. you are doing a great job and look forward to supporting you. mr. vought: thank you, senator. mr. chairman: thank. senator warner? sen. warner: i want to go back to some of your answers of senator wyden. [inaudible] i did not hear the first part, senator. >> i am really, really concerned with the comments -- [inaudible] i say that is a former governor and a somebody was a lot of respect for my republican colleagues, who talk about the state elections are the state responsibility. twice,sident tweeted threatening to hold up funding in-state work to adopt vote by mail. saying there would be evidence there would be cheating. it is ironic since, and the president himself votes b

mr. cramer suggested about reopening economies, both of those dynamics are pushing valuations higher.y given the environment see a lot more careful deliberation in the m&a market but i think it's natural -- >> what i'm asking -- tyler -- tyler, when you're making presentations to the boards of your clients and running through your comps relative to other companies and looking at the valuations over the last 12 months, you might even be looking over the last 36 months, are you saying this makes a lot of sense, folks, or are you saying, do you know what, wait because i think these companies will be more challenged six months from now or i think the price will be due the moon and you have to act now. >> it's difficult to predict the future companies are looking at the opportunity both ways and they need to be prepared to do transactions that are sustainable over the long run. when you look backwards the s&p is within 10% of its valuation pre covid that might give you reason for cause when you look out to what's expectation in recovery in economies around the world in 2021 and beyond i th

>> i'm going to defer to mrs. cramer on this. >> thank you. yes, our first priority is always to buy american. as you know, sir, most ppe is not made in the united states. it's made overseas. and that has created some great challenges for us. we are not working directly with overseas manufacturers. we're working through a number of different suppliers, a great number of stosbs and veteran-owned businesses who then work through brokers or directly with manufacturers overseas to obtain material. but we do indeed need to bring the manufacturing back to the united states. this is an issue. this health care and public health are readiness issues. and to be able to ensure that we're prepared for the next round or for the next pandemic, we need to bring that manufacturing back to the united states. >> i think we all agree with that. we have to bring this manufacturing back and these jobs back to our country so we're not so reliant on adversaries during a time of national crisis. there are still some companies in the country that produce ppe. i can th

mr. cramer: madam president, reserving the right to object, it is clear to the five or six of us senators that are in the room right now that there is passion, that it is an important issue, that there may even be unanimous consent in the hearts and the minds certainly of the senators with regard to both the spirit of the resolution and perhaps the letter of the bill, of which i am a cosponsor that has been introduced for a u.c. by the senator from maryland. i think it's clear we all have the same objective here. but i also know that there are just a handful of us in the room talking about a very important issue that maybe seems simple but we know is very complicated. we know that the administration has provided some both technical and policy views on the -- on the bill, and i think with such an important issue that so many of us care so deeply about, it deserves a little more discussion and debate than to just come to the floor with a u.c. so i'm committed, as a member of the banking committee and a cosponsor, to working with both committees and with the chairs of both committees of juri

mr. powell:sen. crapo: is senaty back with us? senator moran? are you with us, senator moran? senator cramer? sen. cramer: mr. chairman, thank you. i'm happy to step in. chairman powell, thank you for being with us today. you and i, in the past, have talked a couple of times about my concerns about having a central role in facilitating the financial support of businesses that are part of the cares act. act is relevant to the energy industry, particularly the oil and gas industry of north dakota. an excessive be standard, to me, that they find, in terms of climate and whatnot. that is just one factor, and you and i have had a good discussion. you of course assured me of their limited role in all of that. however, in recent days or weeks, i have become even more concerned about that standard, their standard of climate investment, with a different standard for foreign investment, particularly chinese companies and companies that don't meet the same enforcement demands, that don't have the same accountabi a transparency, particularly with pc aob for public companies. it is an issue that caused senator mcsally and

mr. chairman. >> thank you. thank you for your comments. senator cramer. >> thank you, mr. chairman. and ranking member carper both, and to this outstanding panel. i agree with senator carper, we've got the 18 in front of us and appreciate this discussion -- the a team. i've been a strong advocate for including transportation infrastructure as part of recovery since the very beginning, because it has a number of advantages and some of your talked about that. first of all does have the advantage of creating immediate stimulus. although it is not the primary purpose, building things stimulates the economy. people working statement the economy. it has the additional advantage of profitability of the private sector, the movement of goods and services, taurus, products whether they are manufactured in st. louis and going to california or tourist going to yellowstone or delaware or corn and wheat going from north dakota to feed a hungry world. but thirdly it is the responsibility of the federal government to lead highway transportation bill and other infrastructure transportation, transpor

senator kevin cramer is with us from the fracking state of north dakota. welcome back, mr. you. >> my pleasure as always. stuart: you and i said many times on the program, fracking community are really american heroes. they are the people who made us energy independent and energy dominant. i think you have to keep them in the business no matter what. are you prepared to keep your frackers in business no matter what? >> well, stuart, i think you make a very important point because they are american heroes n addition to growing our economy, keeping us independent, that means that we're safer and more secure. it is a national security issue. national security is the highest priority of the federal government and highest priority we have. i think from a national security standpoint we have to do all we can to make sure we maintain this incredible network of diverse oil and energy companies doing business throughout the continent and the states, rather than depending on foreign countries for our energy. stuart: if you subsidize them, bail them out or give them serious help, the