ulta salon. and why i'm keeping an eye on e.l.f.eauty, in case of a b l pullback as a pure play on the selfie generation. david in florida, david. >> caller: how are, you jim? greetings from the dolphin fans down here. >> your guys got 200 yards running back-to-back. there's only been a handful of guys who have done that. i don't have them. go ahead. >> caller: i wanted to ask you about mobileye and all the volume at this time it experienced over the last year. >> you know, i was going back and forth. i think mobileye had this tussle with tesla, and it really hasn't sorted out yet. i think that until we get more clarity about what happened, mobileye, which is a very good company, has a stock that's just frankly too speculative for me. but i like the thought. ann marie in new york. ann marie. >> caller: oh, my god, jim, i'm so glad to talk to you tonight. >> same. >> caller: now i understand why you call it "mad money," and i'm in the process of moving some of my money over to an index fund. i'm calling about skechers. i listened to

ulta salon, the largest cosmetics retailer in the u.s. with 928 stores and a salon services kicker that helps to immunize it against online competition. ulta may be the best performing retailer out there right now. last time it reported, the company delivered a spectacular 14.4% same-store sales growth. but if you remember, ulta stock got slammed the last time it reported because it only posted a small beat when wall street had come to expect so much more, that the company would always shoot the lights out. the stock is now down 26 points from its highs, $252. you know i'm a big fan. we had the ceo on recently. points, but it's working its way down. i like it. oh, and estee lauder should be working here too, but it's missed the quarter several times in a row. so i can't recommend it right here because it's in the earnings dog house even as i have to admit it's the blue chip of the selfie lot. here's the bottom line. with the rise of the selfie, people have never been under more pressure to look their best, which is why it's worth investin

whether be ulta salon or yesterday -- today in edwards life sciences, ew, the device you don't have toe chest cavity to do open heart surgery. they've been beating numbers, beating numbers, beating numbers and today they did a very good number but didn't beat enough. the analysts are standing by it and i think you should standby it and buy it. but this is one of those situations where they just didn't talk up enough and we saw it with when ulta salon did it the stock dropped 40 points. this is on a relative basis, somewhat actually could go down a little more frankly. but i don't think the thesis has changed because they have the better mouse trap. that's important. >> what's on mad tonight? >> the rails are a great conundrum. and norfolk southern this morning reported a number people thought wasn't so bad, i don't think it's as bad compared to the rest of the book, nick pinchuk, making so much money snap on, part of overall ecosystem, and richard pops, this may be the most important interview we do this week about a drug designed not for weight gain treating depression. no one's been

if you're looking for a beauty play also overdone, i think it's ulta salon. it's been shelled and it has more consistent growth. i don't believe the helen of troy story is over, but i can't get behind it if there's another we're getting the labor departments non-farm, and the expectations have been ratcheted down a bit. we had paychex on the show earlier this week. remember the country's number two payroll processor. it sure didn't sound like we'd get a barn burner after speaking with the ceo, martin mucci. but a weak jobs number would actually at this point be a good thing for the rest of the market. anything keeps the fed on hold through the end of the year will cause a year-end rally. any pickup in wages will be viewed as a cause for concern. numbers. first is german industrial production. many are concerned there's a new slow down in europe because of the well known banking problem. i think that a weak number from germany coupled with the morass of deutsch bank could actually start the drum roll at last for needed fiscal stimulus. start printing some mone

we saw it with ulta salon. at a certain point the analysts figure out the game and raise their estimates where they couldn't be crushed any longer by the company. does that mean that demand has slowed? for some aggressive money managers, the answer is absolutely yes. the combination of the $19 decline in edwards life sciences, that's a 17% hit, and the actual shortfall in the earnings from surgical spine treatment company knew vasive, with a stock that fell 10%, we like that, has sent investors fleeing from the whole medical device cohort, including abio med, which is a cardiovascular company which reports tomorrow, and dex com which reports next week. i believe this group has been overly punished. but until some company stands up and bucks the trentd, the device stocks, including zimmer biomed, striker and even the much beloved medtronics will remain in the dog house. i sense bargains coming, but you got to give these -- this is day one. you got to give them a couple days to settle down. the airlines, there's

i'm talking about ulta salon. we'll be paying close attention to their thursday analyst meeting.ber cramer fave ceo mary dylan needs to justify why her stock still can deserve to trade at nearly 31 times earnings, much more expensive than the average stock on the s&p 500 although they have much better growth than any other retailer i follow, and i follow a ton of them. that's important because even though ulta is down 40 bucks from its $278 high, it needs to say something that makes wall street fall back in love with it all over again. after investors fled this morning in the wake of its most recent good but not shockingly good quarter. friday is the big earnings day of the week with three of the four largest banks reporting. each has a very different story to sell. first up is citigroup which has gone from being a regulatory nightmare to a bank examiner's darling. but is citi making enough money to reaffirm the stock's recent move from the high 30s all the way up to 49 and change where it closed today. my charitable trust owns this. we believe it's too cheap versus his book valu

. >> announcer: coming up, ulta salon has been a longtime winner for investors, but is this stock still retail royalty? >> i would say we're really set up for many years of growth ahead. >> announcer: cramer has the ceo, and he finds out when "mad money" returns. >>> how do investment themes keep disappearing before our eyes, and with them we lose potential buyers and weakness in the entire market. last night's revelations that chinese exports unexpectedly shrank stuck a knife into the kmod reality that had seen bhp share price increase from 20 to 35 this year. both commodity stocks lost about 3% today giving up some hard fought gains. given the baltic freight index had jumped and a host of metals, it looks like a put a definitive bottom, this overnight number busted the narrative. it was a narrative that denied everything from free port to come minutes to caterpillar. pennies off the tie and is up 369% for the year. not only that, but just the other day we got chinese oil numbers showing 24% gains in september. these are hardly the stuff of a chinese export number falling 10% and a 1.9

ulta salon broke the mold yesterday with it's $27 run after that great analyst meeting. i think that one can go higher even though it gave back 3 bucks today. more important, it still isn't back to where it was before its most recent quarter, which causes the shorts to get emboldened and try to knock it down. the ground looks solid, and then, boom, there's nothing underneath. that's what's plaguing the sliver stocks that i just mentioned. it may be what's plaguing the for me as a lover of growth, this is where the rubber hits the road, right here, right now. these stocks are too visible to break down without causing the entire tape to look heavy. it's as if they have a grave responsibility to the entire market, and they're doing nothing but letting us down, except for an occasional day where they dazzle and tantalize, only to resume their declines a session or two later. taylor in california, taylor. >> caller: hey, uncle jim. just wanted to ask you about verizon, vz, and the merger with it's been taking a beating in the past three months. what do you expect? do you buy,

. >>> you've got to look at ulta salons.ot only the best performer in the s&p 500 today, it is up 11.5% raising guidance. actually one o f the best p performing stocks in the s&p 500 over the past seven our eight years. this has created millionaires and tonight on "mad money", jim is going to speak with the ceo. it's a company, sure you talk about it at 5 a:0 p.m. always time, it's just printed money for investors the last nine or ten years. >> small lux kis. it's done well even if the individual cosmetic companies have had rough patches, so this is one that's found that magic sort of combination of the product and the retail experience. >> leets take a look at what you know one that has gone the other way. wells fargo. there is an intraday, the stock down about 1.5% at 44.61. on the news of turnover there at the top. there's three months. there you can see it's down about 8%. there is the story of wells. around the first of september when the news of the hacking scandal, it's really the accounts scandal. there's a new guy i

>> periodically a company i talk about ulta salon. mary dillon comes out today.han thought. she goes up to $1.35 to $1.38 for next quarter, full year guide -- wow, how does he have all those people? >> oh, chip, he wears jeans for six months. tells you you never need to wash your jeans. >> the 49ers, he happens to love the 49ers. >> but let's talk ulta. >> mary dillon is going to be talking about how business is very good. the last quarter she beat numbers but didn't guide up enough. of course 14% comps, best comps of anyone but stock unbelievable performer. >> what's it going to take to reignite it? >> what's it going to take is the rest of the market realizing there's nothing else working. domestic retail, you see best buy, almost at a 52-week high yesterday. money's flowing back into that group. simply because it doesn't have strong dollar worries. doesn't have any worries on valuation because it's come down so much. this one does sell at 30 times earnings. >> okay. but it's got the growth to prove it, right? >> those growth guys like to -- they're willing to

and the $16 billion salon cosmetic company, this is ulta versus the s&p in orange, and the consumer discretionaryyellow, it is up 1400%. not bad. joe: initial jobless claims comes in amazing. i try to find a different way to show it, i go back this chart. the four-week moving average inverted at the highest level since the crisis, meaning the lowest since the crisis. the s&p 500, i want to show this because people say, the market is not based on anything real. it is just a phase. but look at it. there is fundamentals in the economy that have are improved remarkably since the crisis, and it has tracked well, so these are not bad. defensive sectors brought the s&p 500 index back from a three month low today. they are concerned mild growth will weigh on the s -- via u.s. economy. our next guest is not optimistic but is bullish certain industries. ise for an intake on this the ceo of berman international equity fund. they beat the benchmark for the one-year period by 108 business points. -- basis points. what do you think about the news out of china this morning or late last night depending on your t