So call me at 1800cnbc how did we get up here with the s p 500 hitting alltime highs, dow hitting its high for the year after gaining 249 points today. S p climbed 4. 9 nasdaq rose. 80 and more importantly, does this market have what it takes to keep powering higher regardless of what happens with the president , with trade, with the Federal Reserve . Just looking at the fundamentals of individual companies which is what we do best in cramerica, i think its worth wondering what might happen if we stay on evq we need it know if the market has gotten too expensive, or if its got more room to run. Especially with oil having a monster runoff just today because of tension with iran so lets zoom in on the top ten performances in the Dow Jones Industrial average, 2019 see, this will help us put in context so we understand how we got up here and whether it is dangerous, whether its safe, whether it makes sense number one is microsoft. Its a trillion dollar household name with a stock thats up nearly 35 year to date. At these levels, this stock trades at 26 times next years earnings estimates satl sadly thats lofty a pretty rich valuation. We own it in my travel trust, we have to be concerned its moved up too much. On the other hand its blowing away estimates microsoft wouldnt be my first choice of the top ten to go higher i think its quality coming. I think the stock may have gotten a little ahead of itself. No sin that does happen number two, cisco, up 32 . This is a brandnew cisco. Changed radically under robbins. Its a play on the internet of things ask Cyber Security. Do you know its the largest Cyber Security company in the world . It is doing fabulously best of all, even with everything it has going for it, do you know this stock, it sells at 17 times earnings estimate. Its at a discount to the average stock in the s p and you know what i think it is . I think it is a steal. Buy, sell or hold third place, tougher for me because i love it, but its rich as visa letter v up 32 this year its not cheap trades at 28 times earnings. Honestly, i prefer american express. Even though its a why risk. Mastercard is suddenly more expensive, but has a faster growth rate. Thats we own that for the Charitable Trust thats it. An erratic trader prone to vicious dips would absolutely be worth buying into one of those dips keep an eye on letter v. It trades wildly and when it trades down, believe me, theres going to be nothing wrong with visa it is that well run. Thank you, al kelley, for doing so much so far for shareholders. Number four is american express. Up 30 for the year. Its the financial tech, that stin stuff, Financial Technology stuff they cant get enough of and it sells for less than 14 times next years net earnings terrific franchise i have it in my pocket i dont know about you fed about to cut rates this is one of the most desirable stocks in the dow right now and ive got to tell you, convincingly. All aboard. Buybuybuybuybuy the house of pain no. House of pleasure [ laughter ] all right number five, this is a tough one for me bob iger, close your ears because youre not going to like what i say number five is disney. It is up more than 29 for the year but when ceo bob iger laid out his plan for disney plus the new streaming service, he gave you a growth road map that takes us to 2024 since then, the stock has been on fire, rewarding bulls who stuck around like us when disney was stalled out in the low 100s for ages at this point youre late to the party and i think its a mistake to chase this stock can come down to the 130s level from the low 140s and then we get in the mid 130s, a big sell off in china, thats when you pull the trigger. 6th performer, oh, boy, i know you dont want to hear about this its too boring. Stop janning its the nameless faceless inyesterdayably well run travelers. The big insurance company, stock is rallying 27 for 2019 i pay travelers, pay them every month. I hope i dont ever have to use them travelers is an excellent underwriter. Its getting a boost because they tend to benefit from lower Interest Rates i like the companys sure footedness, not to mention the cheap valuation. This sells for less than 13 times earnings i dont want to hear about the market i dont want to hear things like travelers. Im not avid in financial, but it wouldnt hurt to buy that stock right here right now boy, number 7 is hard, maybe the hardest of the whole ten apple. This is a quandary its up 26 for the year remember the beginning of the year i preannounced bad numbers. Today deutsche bank, good firm, rolled out coverage on apple with a hold rating theyre worried about a potential iphone shortfall and i can understand why apple is in the hot seat when it comes to the trade war the company is a gigantic employer in china. Before trump, apple represented everything that was good about world trade. You had a Great Company, great product, working with everybody making the money all over the globe. It was the quintessential Worldwide Company. With the trade war, though, apple can theoretically be targeted by both countries trying to boycott apple in response to the huawei trump could include cell phones when he rolls out the next tariffs of merchandise, and i believe there will be a next round. Why do i keep telling you to own apple . Why do i keep saying that . Why did i say own it and not trade it because this company is developing a fantastic razor, razor blade Business Model where they sell you the phone and then make money for years after by charging for Subscription Services plus were seeing real strength in the wearables business, especially the watch, which is all sorts of Health Applications you ought to try it, i love it this is becomeling a very Large Business within apples mosaic theyre getting no credit for whatsoever it trades at 16 times earnings sounds like youre paying through the nose its being valued as if they are going to miss the numbers. Number 8, i call it the despot, home depot, up 23 i like this one. Like walmart, like cosco, like target, its winning because it has enough scale its real big to jawbone down prices at nine times earnings, i dont think youre paying too much one of the best big box retailers on earth weather has been bad for gardening season dont i know, im a gardener almost every weekend it rains. Maybe you have to wait for pull back because its one of the leaders in the dow nine is controversial. A lot of people im sure, why bother that would be wrong. Ibm, up 22 for the year heres a company with good dividend, by the way, good Balance Sheet on the verge of a transformation it is acquiring red hat, one of our cloud case, with a deal closing sometime at the end of the year in the meantime ibm is paying 4 yield u. I would be a buyer of ibm. The 10th performer is its stunning, its Procter Gamble up 20 year to date. Proctor was the best performer before it was taken over by united technologies. Complicated story, break up, merger, i like it, but proctor is simple. Consumer Package Goods company gave us terrific earnings. Many to come of accelerated growth rate, good dividend 2. 7 yield unbelievably low 10 , ceo doing a superb job, there you have it. The Large Cap Companies most responsible for the terrific run in the dow, and looking at them as a group, i remain fairly bullish. That said, i think people have gotten too optimistic about the prospects of trade deal which is why i recommend waiting for that dip which were going to get before you build a position in some of the bottom line, there is still a lot to like here. But im right, im right did i think these trade talks could break down youll want to keep some powder dry to buy new weakness and get real bargains. Lets take questions lets start here to our left thank you. Thanks, jim my name is amanda and im from connecticut. My question is on ulta beauty. It increased from a year ago but there is risk it may not be able to maintain pace of growth q1 sales declined year over year and there is risk of new entrants do you think ultas value will take a hit thank you for that question the rate of growth the rate of growth declined from previous, it didnt decline. Its the rate of rate, second derivatives, like calculus i think theyre doing a fantastic job. I think she has a long runway. Im very close to estee lauder they swear by these guys mary is amazing. I say ulta is good i dont want anybody to sell it. By the way, they have the best Loyalty Program of any company on earth i like ulta. Thank you very much, amanda. Yes, sir booyah, jim booyah. My name is todd i teach a bunch of Great Middle School students in lud low, massachusetts. Fantastic theyre looking for a way to make money game stop used to be that way, but with game extremesing coming online now, what are your thoughts [ laughter ] and what suggestions do you have for them to make some money . I like taketwo interactive i think creative theft auto is good i dont encourage it for my kids i recognize a great franchise when i see one, probably the best entertainment franchise in history. Redemption is good sell nick understands this and you get esports i know its balanced people dont like it because of fortnight. But that would be the one if you want a gaming. Game stop, no. Bad Balance Sheet. Go to the mall, youre the only one. Dont want to do that. Good for the young minds in lud low. Fantastic work thank you. Yes, sir jim, big booyah from scotts plains, new jersey all right tesla caught a downgrade today. Yeah, you know, its kind of it slagged a little more on the model 3 i hear you the question is around elon musk decided to cancel his twitter account. Been kind of a momentum play, as you know so im wondering without elon at the twitter handle, what are the implications for a momentum stock . Its a great question ive got to tell you im glad hes focused on making cars again and not just tweeting. Did you ever see his tweets . I get up at 3 00, obviously hes getting up at 3 00 i dont know if i like this one. I have to say its a cult stock. I want you to stay aways from it look, people who love tesla the car, i believe the homework says the Balance Sheet is not good enough that was the genesis of that negative piece so much thank you everyone if the trade talks with china break down, i need you to be ready to buy into weakness. Youre going to get some real bargains i outline for you on mad money tonight. Dont get too close to the stone. These might be too hot to handle ill reveal the names just ahead. Then, could caterpillar dig its way out of a trade war is there more to it than there used to be im letting cat out of the bag with the ceo a whopping 100 this year alone. Can the move continue . Im going to talk to the ceo of mango db and stick with cramer hallelujah. [ applause ] announcer dont miss a second of mad money. Follow at jim cramer on twitter. Have a question . Tweet cramer mad tweets. Send an email at cnbc at mad money. Com or give us a call at 800743cnbc miss something head to madmoney cnbc. Com. Hey im bill slowsky jr. , i live on my own now ive got xfinity, because i like to live life in the fast lane. Unlike my parents. You rambling about xfinity again . Youre so cute when you get excited. Anyways. Ive got their app right here, i can troubleshoot. I can schedule a time for them to call me back, its great you have our number programmed in . Ya i dont even know your phone anymore. Excuse me . what . I dont know your phone number. Aw well. He doesnt know our phone number you have our fax number, obviously. Todays xfinity service. Simple. Easy. Awesome. Ill pass. Grange back in the days they were stocks that seemed to go up every morning in 1999 and the first two months of 2000 there were so many, we had to have a draft by the Old Hedge Fund we put a list of red hots in a hat. Whoever pulled them out had to give me a sales pitch within the next couple of days. Its all in this book real money. It was a lot of fun. Normally i prefer to give people more time to do their homework back then there was simply too much performance to be gained in a short period of time we buy them with reckless abandon, the hottest of the hot of internet stocks did i believe they were Great Companies . Not at all did i like them as long Term Investments . Dont be silly, i had a cynical approach i was a Hedge Fund Manager and trader we paid absurd prices because they simply didnt care about the froth. I told myself over and over again that this period would come to an end that some day the money would be made, the red hots would cool off, in some cases their stocks would come plummeting back to earth. I knew we needed to ring the register before that happened. Thats what we did when it peaked in march of 2000. I bring this up because now there is a generation of new red hots we have to own this. Ones on the screen that go up exhaustively without a thought they dont even wait for the opening bell its like they escaped from the gravitational pull of the market they are better than the old red hots for certain many are profitable. But they are often too hot none the same and i dont want anyone to get burned even with the good ones oh, what am i talking about . Come on, you know what im talking about. The recent ipos, beyond meat crowd strike, cloud based Cyber Security, got all the buzz words. Zoom video, i like the product now slack today which exploded higher after it came public. Those are just the newly issued ones you also have the scaler yes, youve gotten a pair of Cyber Security companies which helped develop and shopify for business lets throw in hub spot. You have the whole panoply of pa parabolic moves. Stocks in parabolic mode are terrible performers, they hit a wall and then become terrible. You dont know when the rollover will happen. You dont know how high theyll go before they fall apart. But sooner or later somebody is going to get hurt and i dont want it to be you. That doesnt mean you cant try to make money on them in the meantime like i did during the dotcome bubble. You have to be very, very careful. When you think about it, these red hot stocks are going for the dumbest and most circular possible reason. People are buying them because theyre going higher thats it. For the most part, these are not about new information, theyre about the greater fool theory. Someone else will pay more for beyond meat than i will and ill be fine. By the way, beyond meat is a Great Company for the moment, though, for the moment these stocks are working, and these are much Better Companies than the new models were back in 1999 and thats what makes it so darn difficult. Yet the Second Coming of the red hots is indeed here. For now the play book says you can afford to be greedy, but only for so long make sure you know what youre buying, people make sure you know what you own. And make sure you can explain it to somebody else, and then youll be able to handle the turbulence and ring the register when its appropriate. Stick with cramer. With earnings on the rise, is this Company Still navigating rough terrain . Or is caterpillar a keystone in constructing your portfolio . On a day when the s p 500 roared to a new alltime high, can we talk about one of my Favorite Companies on earth . Can we talk about cat youer pillar cat was written off wrongly i might add as a company with too much chesapeake arena exposure to withstand the trade war they get 5 to 10 of sales from people republic, just last month bringing it to 3. 1 , never mind they raised their full year earnings in april, they couldnt catch a break until the last few weeks. In anticipation of of a rate cut, possible trade deal with china, i think its worth owning without a deal because this is not your fathers caterpillar. But dont take it from me. We have a special treat tonight. Lets check in with the chairman and ceo of caterpillar to get a better sense of how this very misunderstood company is doing and where its headed. We welcome you to mad money. Good to see you, jim. Have a seat thank you, thank you. [ applause ] for most of my life i always heard caterpillar was boom bust. Youve come in i now think of caterpillar as a profitable growth for all company, not chasing growth, not concentrating just on profits, but a Sustainable Way to increase shareholder value youve changed this cater pillary and people need to know the perception is way too far behind what youre doing jim, thanks its great to be here. We introduced a strategy for profitable growth and were a Much Stronger Company today, higher operating margin, stronger cash flow and the ability to perform at a higher level throughout the cycle what i think is really important here is that a lot of people are focused on world trade when secretary mnuchin said something negative, when we see someone come on and were worried about china. People sell caterpillar. I say they should buy it, jim, because i look at a mosaic that has more to do with services, more to do with longterm growth, more to do with Machine Learning with autonomous driving that i think has to do with orders from china. Am i too rosy . Jim, we agree weve navigated trade tensions in our 94year history this is not new for us again, were really operating the company in a different way we introduced again that New Enterprise strategy and we set some targets out for ourselves in our 2017 investor day about improving operating margins. And pleased to say the Caterpillar Team achieved or exceeded those margins last year just to put it in perspective, in 2014 we were 55 billion in sales. Again in 2018 we were back to 55 billion in sales the Caterpillar Team improved operating margin from 11 in to 2014 to 16 in 2018 in just four years. Last year we achieved record earnings per share at that 55 billion sales level that was 17 below what we had in 2012 at 66 billion. So again, i couldnt be more proud of the Caterpillar Team. 100,000 men and women around the world dedicated to their customers success what i like about it, youre also you used to try to be in everything, all things for everybody. Now it seems like youre into what is profitable so you wont necessarily try to do things that dont make money. And one of the reasons i think youre like it, you seem to be more commit today shareholders than any Single Person from caterpillar ive ever met. Thank you, jim. As we mentioned earlier we did raise our dividend 20 that will be effective in the third quarter. We announced our intention to raise the dividend by at least high single dirj its the next four years we are also going to be more consistent in share repurchases. And where weve said that we will return essentially all Free Cash Flow to shareholders through a combination of dividends and share repurchases, and again, still have a very healthy Balance Sheet for any inorganic opportunities that come our way what i was a first lady you were going to do was cut r d you did the opposite because clearly youre talking about longterm sustainability, not just offering a better product now, but a future, a future product of caterpillar we never thought could happen that is very important. Weve invested 3 1 2 billion dollar in the last two years in r d. We take a longterm view we know there will be cycles, there will be trade tensions were in this for the long haul and with our new strategy weve gotten much more granular and understanding by product, by market, by application where were creating shareholder value and where were not. And were allocating the resources to those areas that do represent the best areas for future profitable growth in the medium and long term i always felt you had a caterpillar machine. It should bring all these other services with it, but no one ever talked about it ive had caterpillar people go out to dinner with them told me they never talked about the 2 million active assets in the field. And what that means and the Service Revenue that comes from them, which trumps by far anything that might happen with the china trade. It is a major element of our new strategy one of the things we did at our new investor day in may we announced our intent to double the Services Revenue from 14 billion which is what we had in 2016 before we launched ouvriere new strategy to 2018, double it in ten years and one of the things weve been doing is investing quite heavily in our digital capabilities. We now have 850,000 connected machines and engines around the world, which is 70 more than we had when we started our strategy in the beginning of 2017 were going for a million connected assets by the end of the Year Services is the way that we everything that we do with a customer after we sell a new piece of equipment and were working closely with our dealers to find more ways to add Customer Value through services one of the ways you like look, im not chill for cat. Everyone nosy used to feel, are they going to cut the dividend are they backing away from the buy back theyre in the buy back. Theyre talking about the High Water Mark you made it tough. You dont make it tough because youre not thinking about 2019 and one of the things youre thinking about, the ten year picture, one of the reasons youre not doing that is i think, okay, who is doing autonomous driving everyone is always talking about maybe dominos, or maybe way mow. The only autonomous driving is actually in play right now is caterpillar. Yeah, its a very exciting story. Again, its back to that long term r d my predecessors invested heavily in this. Were continuing to. Most people dont realize caterpillar has the largest autonomous fleet, its mining trucks twice as many actual miles driven autonomously than any car manufacturer so we have seven different customers, 11 different sietsz around the world, hundreds of mining trucks, other equipment as well in true autonomous operations it does not mean theres been other times ive seen apple caterpillar spend like it had apple, a Balance Sheet that it could spend 100 billion you dont do that any more you dont do crazy capex there were times when you were putting up plants, shutting down plants thats done, too were laser focused on ensuring we get a return on our investment tz. We know well have cycles and we are committed to have a flexible and competitive cost structure and were going to deal with whatever the market brings to us again, whether its issues, challenges created through trade tensions, economic cycles, were committed to perform at a higher level. The president says it will be an additional 300 million. People are going to sell your stock. Would that make sense . It really doesnt in terms of weve publicly stated we expect tariffs to be between 250 and 350 million this year were very comfortable still meeting our forecast dealing with those challenges. So, again, its part of what we do weve seen this before weve been through it. Well manage our way through this is 5 more important than china . Actually oil and gas business is important im glad you mentioned that its really huge i watch your show i know you have a lot of c. E. O. S talk about whats going non in oil and gas. Caterpillar plays a large process in the chain the way they lay the pipelines its used for drilling, oil and gas drilling when it comes to well servicing, we think the best well servicing trailer has a caterpillar engine, caterpillar transmission, and the joint venture through the corporation. We bought a Company Called kemper which manufactures the flow oil around the trailer. Our reciprocating engines drive reciprocating compressors for Gas Gathering near the wellhead. Centu centrifugal. The fabulous ceo of chevron says there will be 10,000 wells drilled right now. The better way to play that is to play caterpillar. Again, chevron is a Great Company. Of course as you know im on the board. We are very committed to be part of that success and very excited about it as well so how do you get wall street to understand . Because at your fabulous analyst day i urge everyone who is going to buy even one share, it is so clear where the company is and explain the services they seem so how do you get them off the fixation of whats going to be the next thing that happens from xi and from china what i tell our team is meet our commitments. We have a clearly defined strategy take care of our customers, meet our commitments and everything will take care of itself you stop and think about services and value it brings to customers. It does things like increase machine availability, minimize down time. Helps our customers manage operating costs. Whats really important is asset utilization. You stop and think about our industry typically asset utilization is low if we can increase that just a bit, very positive for our customers and for cat as well. How did you cut out 29 of manufacturing space and still make more money . Lean manufacturing. Weve been applying lean principles in our factory. Its going to go on forever. Were focused on understanding there will be cycles and we do our very best to get as much as we can out of a fixed brick and mortar id rather invest that money in new services than bricks and mortar and new factories tell me about the cycles. Europe is weak we know latin america be weak. China seems weaker it is unbelievable to make this amount of money. It is a time i expect caterpillar to lose money. What in the world thats happening is good so we can see what could happen in the future . Just going around the world, certainly in north america its still strong for us. A lot of that is being driven by construction there is a local and state governments investing in infrastructure even though we dont have a National Infrastructure bill. People always ask about china as you mention. 5 to 10 of our sales. China is still strong for us most of the Chinese Market for us is hydraulic excavators 1010 and above. That business continues to be strong we saw an increase there in 2017, 2018 its continuing into 2019 so far. Europe is about flat latin america is starting to improve from a very low base okay. But for us it really makes more sense to look at it from an industry view. We sell to customers that produce commodities that go into the Global Commodities market as opposed to just a local economy. So think about mining for a minute as you know, we had some tough years in mining. Yes mining is starting to improve in 2017, improve more in 2018, First Quarter of 2019. Industry segment had a very good quarter. Its slowly improving, but we are still well below what we would consider normal mining activity and honestly, a slow steady ramp up for me is better for everybody than some of the volatility weve seen the last two years. Last question whats it like to be the steward of a Great American icon its a great responsibility i have sleepless nights thinking about the legacy we all stand on the shoulders of our predecessors 100,000 employees around the world, all of our dealers, great dealrs which give us tremendous competitive advantage. Its just a great honor. Now people at home, people here understand why i think caterpillar is just one unbelievable bargain longterm investment right here right now. Thats jim, chairman ceo of caterpillar. Mad money is back after the break. Some stocks just dont know when to quit look at mango db its a cloud based company in the Database Management business its a juggernaut. Its up 22 , 22. 8 since we spoke to the ceo less than a year ago. Its more than double for 2019 you know i dont like to chase stocks because some stocks are too hot. They held an annual user conference over the week and they rolled out Data Management and analytical services. I like what i heard. Could this spectacular winner have more upset . Lets dig deeper with the president and ceo of mmngo db. Welcome back to the show good to see you, sir [ applause ] thank you all right my first question obviously, its an Amazing Investment for people what i like people to know is what youre levered to, what youre doing, a little context because people might just say i dont know what that mongo is, but i like it. I want them to know what that mongo is sure. If you think about software applications, every application has a database where you store, process, analyze information what we are as a modern database, the database of around 40, 50 years we are designed for todays modern world thats why developers who are prime users use it to build database applications on your mobile device, applications at home and also applications at work now, this week there was a lot of talk about your new product at atlas it seems youve gone from database what i love, what im always looking for, platform platform means you can be much bigger whatever the total adjustment market was, database, youre how much bigger as a platform . One of the things customers like about mongo db, we make i easy to work with data one of the challenges they find is managing data, the flow, synchronization and management we make it simple. With mongo db, what customers have said, you can use our technology in other places and they basically came to us and said we have data sitting everywhere so were using our same approach to manage data online to manage data off line. Thats what we announced today with our data link product last time on the oracle conference call, when i think of database, i think of oracle. When theyre in business left and right, taking business from different companies, they didnt talk about taking any business from you youre offering more competitive product, a product that is cheaper and better, faster, what is it that you have the edge on . We have a lot of respect for oracle theyve been around for 40 plus years. They stayed relevant which is impressive that is amazing candidly, the technology is 40 years old thats precloud, premobile, and even preinternet. So what we have is a much more modern Data Platform thats why people gravitate to mongo db to build modern applications when it comes to numbers, oracle announced 1 Revenue Growth. Mongo announced 80 Revenue Growth the trajectories of the two companies are different. Oracle has billions they bought back billions of stock. They have a great war chest. Why does all that money not matter versus mongo db because the architecture of the products matter. We built an architect designed for todays modern world they built an architecture built for the 70s we built for High Performance mobile Cloud Computing world i start thinking about cisco. And i checked in with chuck robbins, the unbelievably good ceo of cisco what do you know about mongo db . They are fabulous. Hes so happy and proud to be using it cisco actually had an issue where they had an order Management Application where they were collecting orders when they closed the quarter. They do about 50 billion a year. Theyre collecting orders from all the different Sales Channels into this one application. The problem with that application is that the data model was getting so complex because ciscos business was so large. It doesnt scale if it goes down, i cant close my books which would give the cfo nightmares tell cramer get very angry they replatformed off of mongo db since then they have never had an outage, even though they had system outage. It provides for high tolerance environments for you to get that business, that is a great Worldwide Company. I have another great Worldwide Company im interested in knowing about, the one i work for. What do you do for us . We have over 14,000 customers, so i dont have all the use cases memorized. One thing ill say is our customers end up being some of the most sophisticated demanding customers in the world big media companies, telecom companies. They all seem to use you. Gaming and media like you gaming and media financial services, we have almost every bank on wall street using us in some way, shape or form. Tech companies themselves. And then we have Companies Like start ups who are basically building their entire business on mongo db. We feel good about our Value Proposition given the wide variety of customers, wide variety of use indication ands wide variety of geography. We have customers all over the world. What do i tell people, thanks a lot, jim, i wish i bought that stock last time . When i say, i think its early, but i need some ammo to prove that its early for our viewers. When you think about the major secular trends going on, one, every company is becoming a Software Company more Software Means more data, more databases second, developers who are the primary builders of that software have enormous power and influence today in terms of how Technology Decision s are made so Developers Love mongo db. We are the most popular modern database in the world. Third, you have the biggest platform shift going on right now from the move to the cloud we are designed fought cloud even amazon, google and microsoft came to us and told us, we are one of the most popular technologies on their Cloud Platform so given the secular trends, were quite bullish about the opportunity. I want people to understand that does not happen those three do not all endorse one because its just usually its highly unusual somebody is that good that all those competitive Companies Like them. Ive got to tell you, guys, when you buy something what dev cherry is doing, you have to own it, okay, but you have to know what it does because its going to go down dev, your stock has been wild some days. I dont want people to sell it when it happens, i want you to buy it thank you so much. Thank you, jim. Good to see you. Stay with cramer. [ applause ] through the at t network, edgetoedge intelligence gives you the power to see every corner of your growing business. From finding out whats selling best. To managing your fleet. To collaborating remotely with your teams. Giving you a nice big edge over your competition. Thats the power of edgetoedge intelligence. , it is time, time for the lightning round. Buy, buy, buy, sell, sell, sell. And then the lightning round is over are you ready ski dads lightning round, go hi, jim, im from new jersey. Steel stocks have been healthing down what do you think about Arcelor Mittal no, pricing pressure everywhere if you have to own this, i dont think you have to own one. Thank you very much. Yes. Hello, jim. Boris from new jersey. A military stock, military stocks and especially tgg tgg yeah. Tgg tbg. Oh, i like that. I think its one of the better ones u but i have to tell you Lockheed Martin has the best Product Portfolio right now. And the stock was up today, very big. Lockheed martin, lmt yes. I was wondering whats going on with ppl and brexit youll be absolutely fine in that, not a problem with that. Ive got to tell ou, i dont want you to own it, though i dont want you to own it youll be fine, but i dont want you to own it. Thats great ap, ap is the one you want all right. Yes. Hi, jim the name is grace from new jersey the stock is mckesson, ticker mck. No, i think mckesson is going to they are in such a difficult spot right now everyone in that particular pbm and reimbursement, im in the house of pain with cbm i dont want you to join me with mckesson, and you will stay away. Dont buy, dont buy yes hi, jim, barry from westchester. Pbm foods. They are in the penalty box its been pain, pain, pain im going to say no to that. Jim, its pete from huntington, new york what can you tell me about a. M. Rinne corporation, amrn . Its a decent spec. I keep thinking its going to the other day when we saw the bid for ray, i thought of a. M. Ron. Im going to let you own that for a spec its obviously not bristol meyers, which by the way i like right here at 47 million yes. Jim, jamie, long island, new york my question is hpq for today and for five years from now. Okay. I happen to love the management there. I think they are fantastic that last quarter was good it didnt seem to matter i thought the stock shouldnt go to 22, 23. Its the real deal ill buy that stock, yes nick new york im looking at cgna. Oh, man thats an interesting one, zgna . C oh, c zgna [ buzzer ] cg which one its too early to buy zenga. Inthat gaming business, were going to stay away from zenga. Yes. Good evening, mr. Cramer. Its a pleasure to have this moment thank you the stock im asking is american movil ive had it for over 35 years. Im not asking for a buy or sell, but what do you think the future will be just okay, just okay. You know, i think youve owned it for a long time you made some good money for a long time, but not now im going to say huhuh, dont want it. Yes. Hi, dave, jim from nazareth, pennsylvania any comments about the medical giant johnson and johnson . I love jnj. The break out, im not worried about the talc or opioid suits its been doing very well despite the losses yes. Hi, jim, george from put valley its fantastic. Not nearly as good as those guys, it would be ebay would be double i want you to hold onto that i know its red hot but its also real good yes. Zhi wang from new jersey. P phc, bausch lomb you need to be careful. He has a lot in the pipe i think hes done a really good job with it, that whole gastric portfolio. I want you to own that stock ladies and gentlemen, the conclusion of the lightning round announcer the lightning round is responsered by Td Ameritrade 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. This market is hot and when it gets hot, i want to make sure you do not get burned. We saw the s p 500 at an alltime high today, but were also starting to see signs of froth. Thats why im always urging you to stay disciplined and stay diversified no matter what diversification is one of the best strategies for protecting your profits tonight were doing a special Live Audience edition of am i diversified. Ill tell you whether your portfolio needs to make changes or its in good shape. Lets start here how can i help hi, teresa from new york. Hi, teresa. Im asking if im diversified. I have microsoft, google, i have viacom, canopy and trulio. Lets take a look at this microsoft and alphabet, no, both tech companies, both trade very much together. Were going to keep microsoft. Its even keel, i dont like whats happening in alphabet now when it comes to whats going on with youtube where it seems completely crazed. Viacom is very, very good. I own it for my Charitable Trust. Its too cheap when they merge with cbs it will be great thats entertainment recreation, amusement, its not a technology stock, but the background is same lyft. When you dial lyft, youre plugging into twilios platform. Im going to call this a Software Company, a platform, ill say this is entertainment lets call it gees, what do you call cannabis . Well call it cannabis entertainment, and were going to get rid of that one, health care, goodbye United Health that will be a good move yes, sir go ahead, sir. Lou from eastern pennsylvania all right microsoft, cisco, ford, exxon, and carazzo oil. Chip johnson, smart guy we have good oil company, just did financing okay with the Balance Sheet. Exxon company, we have to get rid of carizo, cant own both of those. I love when i heard frazier when he had the interview microsoft is a terrific Software Company. Ford is a rival, take the dividend i think its safe. Cisco and microsoft same business we cant just sell cisco right here well make an exception. And i like this. Thank you very much. Stick with cramer. 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. All right. I wrote this book 14 years ago during a similar period where we had a lot of stocks that were red, red hot what happened is one day they all cooled so many people lost money. The companies that are red hot now are much Better Companies, but their stocks are so hot that you better know what you own, or i think at this point you really will get hurt. So we have to be a little more conservative about the newly minted stocks because theyre starting to trade way too hot for me i like to say theres always a bull market somewhere. I promise to try to find it here just for you on mad money. Im jim cramer 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. Are entrepreneurs from park city, utah, with a healthier version of a favorite breakfast treat. Hey, sharks. Im joel clark. And im cameron smith. Our product is kodiak cakes. Were here seeking 500,000 in exchange for 10 of our business. Kodiak cakes is a flapjackandwaffle mix