i love ulta. that's a phenomenal company. and home tee pdepot. >> as you know, it is fourth of july weekend, so in lieu of the final trades and so celebrate, our traders have picked stocks that will light up your portfolio like fireworks >> rental car companies. these were thrown out. you want to talk about a sector grossly avoided. avis car i think it has much more in front of it and i think it's a double from here i bougt it got longer car. activiactiv activeism. i think there's a, there are fireworks to be had with this stuff. >>. >> gilead, i like story here it's had a big move here i think they make a massive acquisition. i think this company is going to take off once they do that >> bk. >> well, for me, america is all about innovation, entrepreneurship, so go with silicon valley like twitter. i think that one has a chance to rock it. so buy twitter and happy birthday, america. zbh that does it for us here on fast we'll be back here on wednesday. don't go anywhere. options action starts after this have a great weekend [v

. >> you know we're big fans of ulta. we're also big fans of walmart.you doing with those two? >> we're excited about growth. we continue to have incredible growth at walmart. ulta announced they're going to be putting elf into a subset of their stores? >> "thought that was a great conference call. they put mac in and elf in. season the that where we're going? >> i believe so. >> i don't get the stock, i get the company, and the company's doing the right thing. >> that's what matters. the chairman and ceo of elf beautyp think i the story is on course. think again. this is the new new york. we are building new airports all across the state. new roads and bridges. new mass transit. new business friendly environment. new lower taxes. and new university partnerships to grow the businesses of tomorrow today. learn more at esd.ny.gov >>> it is time for the lightning round. >> the lightning round is over. are you ready? time for the lightning round. let's start with miguel in tennessee. miguel. >> caller: cramer, a big boo-yah from tennessee. >> i like that at

. >> dicky: if kevin makes the shot, everyone goes home with the fitbit ulta. jimmy: what do they get if kevin misses the shot. >> dicky: if kevin misses, our audience gets a fidget spinner. fidget spins spinners. take home the hottest toy of last month today. >> jimmy: so the stakes are high. i know you can play. i've seen you play. i know you can do this. when was the last time you made a three-point shot? >> it's been a while. i'm retired. i'm a four-time mvp. >> jimmy: do you want to loosen up? >> no. i don't, i don't, jimmy. >> jimmy: all right, let's do it. make this three-pointer. [ cheers and applause ] here we go. this is it. come on. >> here we go, people, here we go. hold my wedding ring. >> jimmy: okay. here he goes. kevin hart with the shot. unbelievable! unbelievable! let's see that in slow motion. instant replay. look at that, you made it. way to go, you made it. i'd like to thank kevin hart and karl malone. i'm the luckiest gip guy in the world. we ran out of time for matt damon. we have a new show later tonight with jimmy butler, sarah silverma

is it safe to continue investing >> i think mary dylan is doing a remarkable job i want you to buy ultamart looks bad william in massachusetts, william. >> caller: broken stock or broken company, mow day snik - mosaic >> more of a broken stock than a company. eric in illinois >> caller: a big boo-yah, mr. cramer thanks for all you do. >> you bet >> caller: farmland partners, fpi. >> too speculative for me. i'm going to -- i am going to return to the martin theory. let's go to steve in california. steve! >> caller: boo-yah from radondo beach. >> so beautiful there. >> caller: it is in december, you were pounding the table of beth luny we've had two rate hikes since >> it didn't do well in the stress test. but beth is great. i'm holding it because it has some growth. let's go to john in texas. john >> caller: hey, big texas boo-yah, jim >> yeah. what's up? >> caller: i want to know, what is your take on applied -- >> you're swinging for the fences with the optical plays. i'm going to say get back to the drawing board with broad com let's go to mario in pennsylvania mario? >> caller: hi, j

ulta. there's a battle in this market, about growth versus value. today, they were aligned. they were jumping. stay focused. on "mad money" tonight. has fang lost its fight? i will explain just ahead. >>> then, a company that nearly doubled the past year and no one is paying attention to it. >>> and ceo from under the radar biotech from my hometown worth nearly 30% more in the past month. did you miss the movie inovio? i suggest you 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. what's critical thinking like? a basketball costs $14. what's team spirit worth? (cheers) what's it worth to talk to your mom? what's the value of a walk in the woods? the value of capital is to create, not just wealth, but things that matter. morgan stanley wow! record time. ♪ at cognizant, we're helping today's leading life sciences companies go beyond developing prescriptions to offerin

i think also the specialty retail eers, fames like ulta, starbucks. louie will come on probably in about a week or two and will be say iing the same thing, you're going to be profiting long term. by ulta and i think you'll be okay >> nancy, a final quick comment. it is spring it's the season of love. what's the stock that you're in love with now? >> that one threw me, brian. >> that's my job >> we've been adding to stocks like home depot and ve at that on the payment side and we still like the health care space though we recognize it will be volatile we're investors not traders. i agree growth will continue i believe it will be growth at a reasonable price >> the world according to gart home depot and visa. we love having you on. now to melissa lee who somehow found her way to miami today >> i know. i drew the short straw, didn't i, brian the tech tesell-off we maysee head winds for the broader markets. chief investment strategist at deutsch asset management david, great to have you with us the sell-off we've seen fit into your thesis we will see a su

ulta is having a few hair happy hour. michael kors is hosting a free slime event.tea vana store tomorrow and get a free beach bellini iced tea from open to 2:00 p.m. if you've been thinking of expanding your family from now through sunday, you can bring home a furry friend for free. act philly says it is at capacity so it's waiving adoption fees. they really, really want these guys and gals to to find good homes. this is going on through sunday. if you are adopting a dog in philadelphia you might have to pay a $16 licensing fee. if you choose a cat bring your own carrier or you will have to pay five dollars to take your little friend home. we have details right now on 6abc.com. >> good stuff alicia thank you. >>> finally here at 4 o'clock today an australian puppy who flunked out of the police dog academy has a fancy new job. this is gavel. in april of last year a tiny german shepherd was recruited. it wasn't meant to be. turns out gavel was just too nice for the force. more interested in snuggling than sniffing out criminals. fortunate that polite puppy seems to h

alibaba numbers, jd and baidu doing well on the nas, along with leaders in macy's, kohl's and kors and ultaell, kors, a terrible presentation. they're trying to be flat in 2018. well, that's like beer flat. their number's flat. >> talking tap -- the beer company. i can do kors -- i can do the leather company. >> coors -- colorado coors. >> the coach deal, other retailers think that retail is too cheap. thing's a sense like the hoteliers universally came to me and you think that airbnb will wipe us out, that's nonsense. airbnb is 10% in new york, enough. we saw the core business. now will sears be up after a remarkable conversation with -- they have no plan -- >> former sears -- >> yeah. he's out big time. a professor at colombia. >> he's negative. >> lampert has no strategy to make the company profitable but there's very little common stock out. there everyone is running in fear -- there's a short squeeze on a lot of retailers. rth is not doing bad. i'm going to pose to you the biggest one of them all. would the waltons ever say we have had enough too? >> no. . by the way, they own 50% but

but i'm concerned because i listen to ulta, they talk about renegotiating the rates down when they aren these some -- in the malls. they're in more strip malls. look, i think -- i used to defend federal realty because don wood -- they have done a lot of experiential shopping centers but it doesn't matter because there's an etf and within the etf there are the real estate plays and they're not working. >> but maybe people should be more discerning. may not be as bad for certain malls as seems to be the case. >> i think it's interesting that david did the age of walmart. then he did mickey drexler and amazon. like a sandwich. >> it is. >> he does a lot of shopping, no. >> never been -- >> only time i have been in the stores. >> never even bought anything. >> you know that red fang is an american stoner band formed in portland, oregon. >> my daughter lives in oregon and there's a lot of stoners there. >> i don't want red fang coming after us. >> give them full credit. a lot more to get to this morning including elon musk's message about tesla's future and robotics. and banco's rescue of a

and then adobe, ulta, comcast, ebay, mastercard, visa. >> familiar names on the all-time high list for is allowing for some breathing room for banks for instance to be positive. oil prices while under pressure the group is higher. a lot has to do with natural gas, guys. we know that qatar is a major producer of liquefied natural gas. helping the price and so some of the companies higher today. >> let's go over to jon fortt to see what's coming up on "squawk alley." >> a lot of traders may not realize it it's the most important day of the year when it comes to apple. we'll tell you why. markets, if you're looking to rebalance your portfolios, what should we do? well, we'll take a look at that. finally, tech and terror. what kind of changes are tech companies going have to make in the wake of the latest attacks? all that and more coming up on "squawk alley." we recently had a heart attack. but we are not victims. we are survivors. we are survivors. we are survivors. and now we take brilinta. for people who've been hospitalized for a heart attack. we take brilinta with a baby aspirin. no