Everything in the middle is struggling we saw this once again today, especially with the dow gained 102 points, s p advanced 0. 41 nasdaq up. 57 Dollar General, walmart, costco and target low end. Well, as well as rh, the former Restoration Hardware and lululemon on the high end. Some call it lululemon and theyre wrong. Lets unpack these Dollar General and dollar tree are Bargain Basement plays that indicator to the vast majority of americans who are trying to make ends meet these companies are extraordinarily good at what they do. This morning oppenheimer argued the chain has some of the best Revenue Growth momentum around, at a time when Interest Rates are slowing, meaning investors think the economy is getting weaker well, guess what this is a defensive holding. When retails not so hot right now, dollar gen. Dollar tree has a similar story, the acquisition of Family Dollar which is finally starting to pay off. Oh, man its having a big impact on the numbers. This was no easy feat. I couldnt even bear to buy Family Dollar. I would much way go all the way out of the way to a more enticing dollar tree i may not be the quintessential dollar tree shopper, but i love these places i go through sunglasses like there is no tomorrow i lose them. I break them i step on them so i just buy five for five. Five classic ray ban looking knockoffs. Plus the northwest nostalgic candy aisle on earth their stores are plain fun special shout out to the cowtails family. What matters is theyre low end retailers. Both these stocks were targeted by short sellers sell, sell, sell, sell, sell, sell, sell, sell, sell because they source a lot of merchandise from china so the tariffs are expected to be pretty painful. The house of pain however, Dollar General and dollar tree are so fantastic at sourcing that they havent had to sacrifice their margins thats why both stocks are handling up from the average right now. Dollar gen up nearly 26 , and dollar tree up 23 for the year. Thats terrific. The low end is in good shape same goes for the high end last night, rh, Restoration Hardware and lululemon gave us a taste of the luxury market, and they each reported masterful beat and raise quarters. Lululemons forecasting same store sales growth in the low doubledigits. Thats amazing, and its thanks to the innovation and the fabulous execution this Conference Call was full of praise for sweat and stink they really care about hard work when it comes to workouts. Lulus Digital Business now accounts for 35 of its sales, more than double last year wall street is fretting about the trade war, lulu is opening 10 to 15 new stores in china where theyre absolutely killing it in fact, lululemon is so popular, that some of its products seem to have no price resistance people pay just about anything for their abc pants. Sure, management made reference to port congestion and the need for air freight. But it all comes out in the wash it will be able to raise prices. And i will slu the exactly the kind of company that can pass prices on to you, the consumer lulu has a major uncapped opportunity to put up new locations all over the globe at a other time when stores are retrenching, lulu cant put up enough stores. I like that. And then there are h, the highend Home Furnishings chain formally known as Restoration Hardware its a staggering 15. 8 run on the stock today. It was only a quarter that rh growth seemed to be drying up. But you can never count out ceo gary friedman. The Company Earned 185 a year. Thats a colossal beat wall street expected rh to make 8. 30 for the full year. Now gary is saying 8. 36 to 9. 27. Gary, who well hear from tomorrow night in mad money, and gary, good luck with i know youre a big Golden State Warriors fan, we had learned he cant afford to be complacent because he was very worried about sourcing from maria, and he understood maybe he had to change things up when we pull up with him at this museum of furnitures meat packing district, a store that he said, get this, would do comfortably in excess of 100 million in sales, one sto store hallelujah he told us he had no choice was to continue doing a big amount of business in china. Nobody else can complete with the chinese on price or quality that was then. This is now. When the latest call, gary said he is moving certain production and new Product Development out of china, plus exploring new partnership and expanding our own manufacturing facilities in the u. S. Trump stock, trump stock. He doesnt want to be caught in the tariff crossfire. Oh, and it doesnt hurt that his customers dont seem to mind paying up. Listen to what he said about trumps latest tariff hike quote, we had negotiated product costs selectively raised to mitigate the increase from 10 to 25 . Yep, those new tariffs are already embedded in rhs guidance, something most companies havent done and is really killed a lot of stocks. How certain is gary of the companys longterm trajectory here is some staggering figures. This man bought back 2. 2 million shares at 15 a pop this quarter. Rh has retired an astounding 60 percent of its float over the last two years at an average price of 61. 44. Its like the company is gradually taking itself private, while other sellers didnt put up the money, the stock market bounced back people are more likely to buy fancy furniture when they feel wealthier. The action in rh like lululemon tells you that the rich are doing just fine. The companies on the low end like costco, the mercedes and the bmws there, its a cheaper place to shop. Its got the pipes its not luxury looking. Walma walmart, target, theyre also in good shape all three companies have the scale to dictate prices, even to the chinese. They all represent bargain for the consumer who is doing badly the middle class of shoppers who buy things from the mall these mall stores are falling by the wayside. Macys has missed quarters and made them but no one seems to care because its been written off as a hapless mallbased Department Store we went to the flagship square recently and marvelled at the companys ingenuity, but it didnt matter. Nordstrom missed again, shocker. Even the usually reliable kohls got rocked the store seems to be losing customers. I think michelle s ggoss, the c can turn things around if your customers are wealthy, you can raise prices and do fine but everybody else is gravitating toward the lowend chains and they crushing the vast middle class of the Retail Industry its same reason that amazon keeps putting up great numbers when you look at whats working in retail and what isnt, it paints a pretty darn dickensian picture. There is a market for high end luxury and low end mass merchandise, but right now there is not much space in between lets go to sip in new york. Sip . Caller jim, booyah from manhattan. How you today . Great to have manhattanite rarely do. How are you . Good. Last time i spoke you said you would buy me a drink if it worked out i owe you one i owe you one. Caller listen, i want to talk to you about one of my favorite Cloud Companies in the world, one of my four horsemen, alter alterics picked up the stock around 90, bought mother on the dip at 80 luckily googled bought out the analytics company. Tap low was acquired by salesforce right now stock moved up almost 27 points from 80 to 107. Closed at 102 today. Do you think this stock has a lot more upside . I do, i do. Now, look, look, alteryx is like z scale or zendesk its each like okta. These are stocks that people dont really understand. You do they do tend to go higher and higher you got a trade going there. I would take some off. But that company is good by the way, i want to warn people if you go to www. Alteryx. Com, follows you everywhere if you fill in the stuff. Holy cow, that thing follows me everywhere please, could you stop following me i did it to learn about the stock, not to be able to get the product. I mean every time i pick up, have you alteryx anthony in maryland. Anthony . Caller yeah, hi, mr. Cramer, thank you so much for dedicating your energy to helping small investors. Oh, thank you, man that is the game plan that is the game plan were not just helping stan druckenmiller, not that filler who bought the 38 million apartment in new york. Why did he do Something Like that im not asking you to live in a youth hostel but all right. Go ahead caller all right im interested in your thoughts on Micron Technology it faces stiff Competition Among the chip makers. Ive been following it for a long time. Its twiced almost 20 below the book value, p e ratio of less than 3. 5, well below the sector in earnings per share. Theyre not going to make the numbers. Heres whats going to happen. Broadcom is down big tonight because they cut numbers so micron is probably going to which is at 33 will probably hit 31 tomorrow, and you can buy all you want and you know what . Maybe you should okay lets go to gregory in a state thats being decimated by job losses, connecticut. Gregory . Hi. Ive had dupont since 2000 i had about 45 a share. You recently said that the dow dupont merger was not a good idea one, why and two, should i sell my shares of the new dow okay. I understand it was because dow itself has been very disappointing. But the reason why it is disappointing is it looks like its more oillinked that i thought. They said it wasnt, that turned out to be wrong. Dupont has a Food Division that i think could come up with a superior meatless burger stay tuned all right. The stores came to the super haves and the super havenots are the winners, and that a microcosm for the market and maybe even for the country on mad money tonight, two analysts enter but only one exits. Plus, as i always say, there is a bull market somewhere, and tonight im eyeing one that has emerged in an unassuming space ill reveal. But first, the fake meat wars are heating up. Im eyeing the major player now that tyson foods says its getting into the mutant meat game, although they would probably say plant game. Stay with cramer dont miss a second of mad money. Follow jimcramer on twitter have a question . Tweet cramer, matt tweets sin jim an email at madmoney cnbc. Com or give us a call at 1800743cnbc miss something head to madmoney. Cnbc. Com. Moving is hard. No kidding. But moving your internet and tv . Thats easy. Easy . easy . Easy. Because now xfinity lets you transfer your Service Online in just about a minute with a few simple steps. Really . Really. That was easy. Yup. Plus, with twohour appointment windows, its all on your schedule. Awesome. Now all you have to do is move. That thing. [ sigh ] introducing an easier way to move with xfinity. Its just another way were working to make your life simple, easy, awesome. Go to xfinity. Com moving to get started. Today tyson foods, the goliath of meat and poultry, told us theyre challenging beyond meat. Tyson is rolling out their own plantbased alternatives you have to wonder if a tiny money losing operation like beyond meat can stand up to them the answer it depends are we talking about beyond meat the company or beyond meat the insanely hot stock i think beyond meat the company is the real deal Ceo Ethan Brown and his team who spent ten years developing the ideal plantbased burger he is willing to put his product to the test taste against any, any others, all comers do it right here i know i initially misjudged the love for this product, which was like tesla in that it gave beyond meat a huge cult following right out of the gate. On squawk on the street this morning, i questioned whether tyson has the ability to match beyond meat with its raise and rooted plantbased offerings dont get me wrong, ive been on tyson for ages, ever since i figured out millennials cant get enough protein aided by the swine and flu epidemic in china that raised the demand for their product ill see tyson the plantbased chicken of this category which is huge. Ill bet the stock will get a boost at the analysts meeting next week. But beating beyond meat is another story. I grew concern when tyson cashed out of the 6. 5 stake in beyond meat before the ipo. How could they misjudge the stock so badly if they arent also misjudging the category could they be like mcdonalds who owned chipotle but spun off the chain for a pittance because later on they viewed it as a distraction . However, after some more digging, yes, speaking to tyson, i have to admit there might be more to the latest initiative than i thought why . Well, this morning, the analysts were talking about blended Meat Products from tyson, something i think could be just eh, you know what i mean . Tyson unveiled their 100 plantbased burger, and they have a lot of faith in the thing. Second, the distribution and scale are unrivaled. Third, the demand for this stuff is so strong, im betting tyson and beyond meat can coexist this is explosive. We havent had a chance to taste them yet while i like beyond meat, i prefer the impossible burger, and i await the new entry from nestle, having the old entry that i didnt care for however, impossible used genetically modified products and i worry that could be a big no no in this business, particularly among the millennials who care about everything that is everything. That was well said lets wait to taste what tyson has to offer we know beyond meats stock has flown way too close to the sun so maybe tyson can bring the share price down but beyond meat the company . Face it. Its here to stay. Payton in georgia, payton . Caller well, this my daughter has her own investment. This is payton. Im 11 years old and i live in georgia. I wanted to know about kroger. I want to know if i should keep it or sell it. Well, first of all, can i just say that ive had a long couple of days payton is a breath of fresh air in my day, and im glad youre following stocks this is a tough one, because youre 11, im going to have to say no, i think you should sell it why . You have your whole life ahead of it. You should be buying a stock like dexcom. Buying something an nvidia, something that has a bright longterm future, because you got a lot of time on your hands before you ever need the money all right. And payton, thank you. Payton from georgia. Tysons moving to the alternative meat space as a wait and see situation. It may be able to bring beyond meats stock down, but not the company. Hey, on mad money tonight, Capri Holdings, they have fallen from grace but is it only up from here . Im assessing. And then i found a couple of stocks in the sweet spot of a raging bull market and a key conference took place this weekend im getting some highlights from the ceo of, yes, there we go, dexcom so stay with cramer. Is this ride safe . I assembled it myself last night. I think i did an ok job. Just ok . What if something bad happens . We just move to the next town. Just ok is not ok. Especially when it comes to your network. At t is americas best Wireless Network according to americas biggest test. Now with 5g evolution. The first step to 5g. More for your thing. Thats our thing. We had a real beauty in the eye of the beholder moment last week when Capri Holdings, which also owns jimmy choo and versace held its analysts day last tuesday. We got insanely disparate reactions. Some loved it. Some hated it. They were definitely not on the same page. Now im always thrilled when we get this kind of duelling situation between the analysts because you can pit the analysts arguments against each other and become a better investor so lets go off why Capri Holdings got such varied reactions after its analysts meeting. Its a lesson in context and a teaching moment, but most importantly, its one everybody knows. Lets figure out if its any good or not. The first thing you need to understand is this stock is a the house of pain thats right. Last week capri peaked in the mid70s. Now its at 33 and change thats not a twoforone split when the company last reported at the end of may, the actual results were pretty strong, but the guidance for the next quarter was downright putrid and the stock got annihilated. Wall street is no longer willing to give them the benefit of the doubt. When the old michael kors snapped up jimmy choo in 2017 moving to the Luxury Footwear space, investors surged and the stock surged higher. But when the new Capri Holdings announced they would be buying versace last summer for a pretty penny, the stock pretty much peaked it plunged from 72 to 66 on the news and hasnt seen those levels again why so much skepticism here . In part because capri is moving too rapidly for some people. They decided to acquire versace less than a year after the jimmy choo deal. Many investors worried that the deal didnt make sense even at a lower price. A the same time, capri had terrible timing. They announced the versace deal right before the economy peaked and the stock market broke down in the fourth quarter. Since then, the stock has just been outright obliterated to th point where its become absurdly cheap. 495 per share. That means the stock is selling for less than seven times earnings thats like steel mill like. Whenever you see something trading at such a low level you have to think something. You have to assume that wall street doesnt believe they can make the information its the only justification for the multiple investors are worried capri might be a value trap. They think the guidance might be too optimistic and the numbers might need to come down further. However, when you actually look at the recent result, capri has beaten earnings estimates in eight of the last quarters even when sales are weaker than expected, theyre solid. Whether its the challenges faced by the michael kors or general disdain for the accessories, think apple watch against them, the stock hasnt been able to attract many adherers while capri had ambitious longterm targets, talking about 8 billion in sales, there was very little clarity on how the company would actually get there. Even if you believed managements forecast, there was no road map for where it had to go thats the context you need to keep in mind going into last weeks analysts meeting. Its why people had such polarized reactions. John idol is very, very, id say, astute observer of the fashion world, finally gave us some clarity he gave us the road map. But not everybody liked his plan he gave specific targets for each of his three brands he explained they get there. Putting it all together, the Company Believes it can deliver mid single digit growth and the next year with stabilizing operating margins and doubledigit Earnings Growth now if capri can hit the numbers, then the stock is a total steal right here less than seven times earnings for a company with doubledigit growth thats an incredible bargain, people on the other hand, if capri cant hit those numbers, there is a lot less to like so, it all hij hinges on whether to buy what management is selling. And im not talking about what management is selling, im talking about the estimates. Not everyone on s on board roxanne mire slashed from 52 to 40 in the wake of the meeting. Her reasoning . Well, listen to this while hypothetically there should be an attractive runway for sales in margin growth in both jimmy choo and versace, some aspects are easier to execute on, such as opening new stores, while others will take time and could yield mixed results such as expanding handbags for jimmy choo. In the meantime, sales and margin stability may be tougher to come by at michael kors given the tough wholesale environment, ongoing weakness in watches. While it is investment year in versace. In other words, she thinks capri is being fabulously optimistic investment year always a bad sign there are a lot of moving parts here, a lot of things that can go wrong and neither the kors or versace brands are in great shape at the moment. Again, competition from this has gutted the segment i use this is the one ive been using the other one i used the one that was like toy story. Thats the breaking news thing how about this one is completely by the way, i pressed the wrong button and music went off in a big meeting. Anyway, other analysts take a much more even cold tone matthew boss, the phenomenal analyst at jp morgan explained that the company is in show me mode Piper Jeffray was optimistic saying they needed management but acknowledged that the michael kors brand has real problems, especially in luxury handbags and some were extremely bullish like Randall Konik at jefferies. He published a report titled buy this compelling lux brand portfolio. His rationale . He was willing to give management the benefit of the doubt. With shares trading at less than seven times earnings, we urge investors to buy he thinks capri is being conservative with some of these targets. He sees an enormous opportunity for versace in footwear and thinks capri still has the potential to unlock major cost savings from its recent acquisitions he describes kors, jimmy choo and versace with powerful brands that can go higher if thats true, they are indeed cheap where. Do i come down i think jeffreys is being a little too optimistic, but in general, you know what im going to side with the bulls on this one. My reasoning is very simple. I like the risk reward here. I didnt like it hard. But here, even if the bears are right, i think they already baked that into the stock. If the bulls are right, there could be spectacular upside. Easy call. Plus as added bonus, i like managements vision. Capri is a household brand when i was in milan for fashion week, i sure dont sound like jim cramer but when i was in milan for fashion week, i went to the versace their showroom the stuff was my wife didnt like it. But i thought it was kind of wild and crazy which i like bottom line, Capri Holdings has come down so far so fast since last september that when you see a split decision from the analyst community, i think you need to side with the bulls. The Company Finally has measurable goals that they can evaluate against, and they need to manage for the stocks to go much higher. Maybe an activist comes in, suggests some changes too. I like that too. Aaron in kentucky, aaron caller hi, jim big booyah from the bourbon capital of the world how are you doing todays . Im more of a scotch guy, but i could go for bourbon after the show with you. Whats going on . I like it hey, im an early 30s investor asking about canada goose. After lower guidance over the next three years, it still a good longterm play at this price . Okay, have i struggled mightily over what really happened there with danny reece. I thought danny was just being conservative, and i agree with you. I think that a 4 billion valuation for canada goose is too low. Im willing to say that danny is going to deliver he was not quarter to quarter. He told me i should think year to year. I am with you down here at 36. Im saying buy, buy, buy capri has come down so much that i think its time to side with the bulls much more mad money ahead, of course, including the big bull market that you may be missing im going to reveal it ahead i really like this one and the company in the future in the fight against diabetes, but also in a fight against abbott, which is a really good company and all your calls, rapidfire in tonights edition of the lightning round. So stay with cramer you know i am always on the hunt for the next bull market. And right now there is a raging bull in the Life Sciences space. In particular, the life science instrument makers. Theyve caught fire here, especially the largest players who are thermofisher and danaher. Whats driving this moment more importantly, can it maintain its momentum . Some of it has to do with rotation Money Managers gravitate boo is stocks of consistent companies that can keep putting up strong numbers, even a recession. Thats a Life Sciences industry in a nutshell. And its why these stocks have taken off in recent weeks. The thing is rotations go both ways if the fed decides to breathe new life in the economy next week by cutting interest rate, the same recess proof stocks could sell off but thats not necessarily a bad thing for you. Thermofisher and danaher have exploded higher here, and i think theyre absolutely worth buying if you get a pullback off the fed, wow do, it. Why . If the stocks are benefitting from rotation right now, there is more to the story right now these are two incredibly well run fantastic Management Companies that are firing on all cylinders, which makes them it makes them incredibly, incredibly good longterm investments. Let me walk you through. Im going to start with thermofisher, up 20 year to day. Hallelujah here is a company that makes all sorts of advanced medical equipment. I always described them as arp an arms dealer to pharma and biotech. This company has a lot going for it at the moment as barons pointed out, life science is one of the few sectors that still enjoys broad bipartisan support in washington science funding is being cut all over the place, but they boosted at a time when the management and drug stocks have become political footballs which is a nice way of saying it. Everyone on wall street is worried about the impact of single payer if a democrat other than joe biden wins the nomination the life science stocks, they let you sleep at night meanwhile, pharma and Biotech Companies spend fortunes to buy tools that will help them with research and development because obviously they need new drugs to keep that pipeline going but theyre not just in the right place at the right time. Thermofisher is an enormous i cant believe its gotten to 114 billion company with exposure to a ton of different businesses, that i have a long history of actually managing the portfolio. In late january, the company sold this anatomical Pathology Division where they make microscope slides. I for 1. 14 billion management wanted to move away from it. Margins going lower there. Two months later, thermofisher told us it was acquiring ram air bio. This is much more Specialized Business theyre a viral vector Contract Development and manufacturing play and management expects the deal to be additive to earnings within the first full year of ownership. They closed on it about a month and a half ago neither of the moves are big enough to make a huge difference but they illustrate thermofishers priorities. The company is betting heavily on the most lucrative end markets like individualized medicine thats what all these little biotechs are about biosuit cal services when we spoke to markas expert in march, he was very optimistic about the opportunities in Precision Medicine so we have a really exciting portfolio of products that come out of that very large r d Investment One area were excited in is Precision Medicine, and our sequences have done really well in helping doctors identify the right therapy for an individuals specific type of cancer thats an area that has really been a focus for us. That guy is money i like him so much so thermofisher makes lots of little acquisitions in red hot areas then accelerates the growths of businesses once theyre under the umbrella and thats how these guys have been able to put numbers up, fantastic numbers, time and again. Thermofisher had a high single digit growth rate and able to maintain that. They raised the forecast for 20 to 2022. Theyre predicting mid to high single digit numbers for the foreseeable future what a horse all right. Some of the bears say there is a fly in the ointment here they get about 10 of their sales from china however, as casper told us in march, the companys machines are so valuable, theyre in a position to dictate position to the chinese. I do believe by the way for the record that the chinese are behind us in this. I know everyone thinks the chinese are ahead of us in everything no right now the stock trades at 21 times next years earnings thats reasonable. Id like to see it at lower levels to tell you to go buy it, but anything can happen to give the economy a boost and get that chance theyll be a victim of rotation out of the safety stocks and buy some here and ready to buy more at lower levels. How about danaher. Succeeding in part because its pivoted in into biopharma space you have to wonder what that meant for danaher that is just buying g. E. s biopharma unit in cash they raised a secondary and the stock went right up after the secondary. It was fabulous opportunity. I like this situation. Dan scherr a great track record when it comes to making acquisitions, and im betting this one will be like all the other terrific deals theyve done that i have a whole system that lets them turn good businesses into great ones thats one reason the stock is up a staggering 35 for the year i think danaher could have even more upside. Again, how about buy some here and wait for the pullback. Its not just the big boys there has been tons of smaller winners in the life science space. How about this one avantor. Have you seen this it came public may 17th. Oh, i love this kind of stock. The ipo priced at 14 the stock didnt generate much excitement opened at 14. 50 now its rallied to 18 it has more room to run. The quiet period ended, and you know what . I think there is even more people who want to come out with bullish coverage this may be a Chemical Company, but it is a Chemical Company that supplies the life science industry candidly, it was boring. I got up and was reading at 3 30 in the morning and i did think i should go back to sleep, but i shook it off here is the bottom line. The life science stocks have caught fire. While some has to do with rotation, what is really going on here is thermofisher and danaher are incredibly well run companies that are kind of in the sweet spot now you buy some here, you buy some more lower yes, they are that good that i am recommending them even after these incredible outsized moves. Buy, buy, buy georgia in florida . Caller hi, jim, hi, jim. Georgia great to have you geographically on our show. Whats up . Caller hey, jim, its about my favorite, favorite stock, exact science. Okay. Caller i just bought it for the third time on a month and a half ago i cant believe how much it is climbing have you heard any good news on it or anything yeah, the Health Insurers are all going for it that was something when kevin conway first came on was not clear. Now it is clear. It is very clear and this thing may not even be done going higher. I hope that kevin comes out with some more things for more different illnesses. He is terrific people keep betting against him. That has been a fools game. The life science stocks have caught fire. Thermofisher and danaher are buys some here and some lower and mad money is back after the break. Man stand up if you are a First Generation College student. Stand up if youre a mother. If you are actively deployed, a veteran, or youre in a military family, please stand. The world in which we live equally distributes talent. But it doesnt equally distribute opportunity, and paths are not always the same. Im so proud of you, dad man i will tell you this, Southern New Hampshire university can change the whole trajectory of your life. It is time its time for the lightning round. Buy, buy, buy sell, sell, sell [ buzzer ] and then the lightning round is over are you ready, skeedaddy. Time for the lightning round. Todd in texas, todd . Caller hey, jim, thanks for taking my call. Of course caller my stock is mercer international. You know, i think that thats a very tough business, and im going to have to say hold off. Anything paid for after just getting annihilated. I know people say its not exactly the same, but too close for comfort for me drew in georgia, drew . Caller hey, cramer im at a stand still with lithium holdings, llite were taking on much too risk there. We have enough problem with the blue chips that is too risky. Glen in indiana . Caller booyah, jim. Booyah. Caller synopsis. Its been on a major tear i like it very much. Lets go to james in connecticut. James . Caller babababooyah, jim. Whoa, whats there . Caller thanks for taking my phone call of course caller im interested in buying home people stock. Im going to say yes, but i tell club members yesterday, look, its going to go up and down and up and down, but overall going to end up higher than lower bo in florida, bo . Caller booyah, jimmy. Coming to you live from florida. My question is about Ticker Symbol neo. Buy sell or hold Clinical Laboratories are so hot. I also like charles river. I think youre fine. Lets go to brandon in arizona brandon . Jim, booyah. Brandon and i am fired up okay. Im in phoenix. Tell me if i should hold the secret or not. Its still a secret, beginning good diversification theyre wobbly now. The government should never let all these different Class Companies merge. Metal Packaging Companies merge. This is a total windfall you want to own this stock its a huge win. How about we go to rob in nevada. Kudlow days. First timecallers. Okay. Caller my stock has a p e ratio of 10. 6. I have a steady dividend for the last more than five years. Current yield of almost 4 im up 12 in the last month since ive owned it. My stock is olin. Still commodity olin is still commodity. Im not going to get behind it in the old days i used to get behind it. Ixnay now for me sorry. Tom in north carolina, tom hi, jim this is tom. And i had a question with the acquisition of aris complete where do you see comstock going . Nowhere i wouldnt own it at all and that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by Td Ameritrade yeah, that too. I dont want any trade minimums. Yeah, i totally agree, they dont have any of those. I want to know what im paying upfront. Yes, absolutely. Do you just say yes to everything . Hm. Well i say no to kale. Mm. Yeah, they say if you blanch it its better, but that seems like a lot of work. No hidden fees. No platform fees. No trade minimums. And yes, its all at one low price. Td ameritrade. Want to know what happens when something goes very right for medical Device Company i want you to look at dexcom, the maker of continuous glucose monitor, little censor that measures your blood monitor. It means they dont have to prick their fingers constantly to check their blood sugar this weekend at the big American Diabetes association in san francisco, we learned more about the future of dexcoms devices their glucose monster can be used in combination from insulin pumps from medtronic and tandem diabetes with the two devices working together to form Something Like an artificial pancreas thats why the stock has rallied 21 since last friday. Could it have more room to run lets take a closer look with kevin sayer, the president and ceo of dexcom to learn more about the developments mr. Sayer, welcome back to mad money. Good to see you again. Good to see you, thank you. Well, i think you guys may have been the hit of this big conference and this idea of putting you together with other outfits to come up with the artificial pancreas, this is kind of the holy grail of what we would have thought impossible a few years ago. Tell us about the big parade of people who were around dexcom to get things done. You know, this show really showed that our vision in diabetes really can come to fruition our system is interoperable with numerous platforms one announcement from a group that is trying to develop an artificial pancreas type tool to pair with numerous pumps so, kind of a utility algorithm was announced. Thats how our system would pair with the medtronic pump. Two of our other partner, tandem diabetes showed tremendous Clinical Results with their systems, with algorithms and paired with our glucose sensor these tools will make patients care of their diabetes much easier in the future and deliver great outcomes where are you in terms of you always seem to have a new iteration. You always come on with new iterations something in the works big well, we always have something in the works, jim. We have several upgrades of our g6 system coming over the next year the direct to watch version of the g6 will be out soon. The direct to direct to the apple watch. Thats what ive been waiting for. Its coming it is coming. Remember tim cook said his biggest contribution will be to health care. Oh, yeah. And this tool is great for people with diabetes and then well have iterations of g6. Were also very heavily engaged in the next platform, the g7 which is the joint venture with verley. Thats part of alphabet it makes it much smaller. It really be a device for the ages in the platform forever its going to be wonderful well you guys have reiteration. The stock has moved up now i saw something, that wasnt mentioned by you in the Conference Call, but it was very interesting. Manufacturing. Youre doing it in the philippines, not china a lot of guys talk a big game to move out of china. You just picked a good place to work actually, were not manufacturing there and were moving our call centers. Why doesnt everyone use the philippines . Its gigantic. My father was there for a long time its a gigantic country with people who are dying for work, and everyone keeps going to china. How did you decide to move your call center to that country . We spent a lot of time studying that. And the group of workers that we found there are very good at health care environment. There is a lot of health care emphasis in education. Very compassionate on the phone with our patients, very detailed oriented and we felt that would be the best place to go and do that we augment them with specialists in the united states. Okay. And its a dual function. But we are moving a lot of those functions over there. I salute you for thinking like that. Now there is this outfit you hear periodically about these outfits that have big short situations i have mixed emotions about this stuff. This outfit, theyre talking about another company that i absolutely love, which is Abbott Abbott is great, and you know that i do, no question. Theyre saying the libra, which is something i know is a very good device coming down in price. It is finally going to be the Silver Bullet to get dexcom. And ive always felt that abbott, one particular part of the market, you have another, and never the twain. Is abbott getting more serious about encroaching on dexcoms turf i think one of the reasons weve been so successful after the show, as people listened to the data from the various companies, it became very clear where dexcom is. Were still at the top of this game, and with our no finger sticks position, our interoperability, for example we have several Digital Initiatives going on with walgreens right now to share data with them. Really . To make a cure for diabetes much better. Well be working on that. Do you think youll be working with cvs etna . Sure. We want to be where our Patients Want to be met, not in our plant or not some place else or not through some mail or anything. Get the product to the patients where they can use it. Is there this was the other one that they had. I just have to get this stuff answered, because it drove the stock down. Okay. Dexcom has few avenues to near term patient growth now i think that you had lots of them you know so lets think about it we grew over 50 last year, and we Just Announced 51 in the First Quarter of this year we still havent launched our g6 product into the medicare market as weve needed to build up our capacity, but we that will be a great Growth Opportunity for us there are over 8 Million People in europe and the u. S. Who are on intensive insulin therapy, and i sure you there is plenty of room for us to grow over the longterm. Ive always felt, and this is a tough question to answer, but that its a remarkable thing that youre independent. That there are probably a Dozen Companies that have wanted to buy you over the years, and thats why i find some of these questions fatuous. We love our independence, and weve always run our business to be successful on its own, and well continue to do that. All right and thank you for turning us on to tandem, because those guys seem pretty good too. Oh, theyre doing great many of our partners are having great outcome. All right youre a delight to have on. Thank you so much. Thank you, jim. Thats kevin sayer, president and ceo of dexcom. We have been behind this one i guess from the three. For a long time. And weve been winning with them because of you. Stick with cramer. What if other kinds of plants captured it too . If these industrial plants had technology that captured carbon like trees we could help lower emissions. Carbon capture is Important Technology and experts agree. Thats why were working on ways to improve it. So plants. Can be a little more. Like plants. All right. So broad com surprisingly really did guide down tonight so used to raising numbers really saying some good things, was negative and a lot of that could be considered huawei, but a lot is a slowdown its going toe put tremendous pressure on the Semiconductor Business dan niles today earlier told you to short that group when he was on tv. Congratulations to dan that was a very good call. Directly ahead of the fact that broadcom was such a hard thing to bet against not this time. I always like to say there is a bull market somewhere. I promise to try to find it for you right here on mad money. Im jim cramer, and i will see you tomorrow welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. If they hear a great idea, theyll invest their own money or fight each other for a deal. This is shark tank. Who believe they have a solution to a problem faced by millions of americans. My name is kevin kiernan. And im melissa kiernan. And were from waldwick, new jersey. Every morning, i come outside, and theres garbage all over the place. So i finally put my husband, whos mr. Fixit, to the test,