American shoppers havent gotten the negative memo. They are supposed to be worried about trade tensions and the Global Economy or perhaps brexit if they knew what it was, apparently not this is a crazy day as the dow dipped and nasdaq lost. 43 . We started the session with that sharply better than expected retail sales figure, just an eye opener the numbers are good and makes you feel like there is no way in hell we could be near a recession and at the same time we got a remarkable set of results from jp morgan, the nations largest bank and by the way, so is the data about the consumer when i finish the jp morgan call, which was really terrific, by the way, and what citi group told us yesterday, it made me feel like we were in a bizarre situation where the consumer spending, not taking too much credit paying it off on a regular basis. It was one of those building and loan moments from its a wonderful life not the timeline where george kills himself and potter takes over thats the 2009 version, silly im talking about real ending, a thriving bedford falls where everyone has a job and pedals reign supreme. By the way, that dove tails with what we heard last night from a Transportation Company these truckers said business is just plain strong as the headline said it was disappointing. Again, it made me feel like there say ton of commerce going on i love when the truckers are doing well and says the economy might not be slowing down. We got two spoilers. First arrow electronics, supermarket electrics and says business is weak in asia why . Deteriorating demand conditions. Second, a real party pooper take aim at car max, the used car chain. The cokocompany has seen a slown on sales ouch who is right should we believe the company is painting a positive picture or the ones doom and gloom . I got an answer you dont like but it doesnt matter. This economy remains fragile and you know i think thats very likely bend over backward to demonstrate good faith by buying soybeans or corn as trump said today, quote, we have a long way to go end quote when it comes to making a deal with the peoples republic does that sound like progress . Thats where our friend jay powell comes in. This is a unique moment in American Financial history we have a president that cant help himself he wants to course tour maurmoi make America Great again at the same time we have a fed chief that seems anxious to make amends for the rate hike in december that i got to tell you, this guy is looking for any reason to cut rates, any reason they can find and hes not worried about the strong consumer, hes worried about business if they have a slowdown, it will be about him because the last silly rate hike. He wants to undo that mistake. Look, after the close csx the big railroad reported a disappointing quarter and its stock got shot to pieces and another airlines had spectacular numbers and the stock is flying because the consumer is flying but business cargoes are getting derailed so even though the consumer is rock solid, its a reason to step on the gas pedal as long as thats his attitude, we can have more days like today the preannouncement from arrow could have crushed tech but barely blinked because the fed will cut rates were fighting the fed, the action, i got to tell you, would have been different. Its why alphabet could rally after peter teal accused the company of treason and President Trump ran with it. More on that later its why facebook could hang in there even though the currency was the whole set of Banking Committee today looking dead in the water. What do we do . You need to approach the market on a case by case basis. Look at the banks. J. P. Morgan is doing well and the stock was down and nice opportunity. Goldman sachs is getting more consistent with more occurring revenue and ready for an apple credit card. That could be gigantic wells fargo missed numbers and the stock got slammed. There is that case again for against buying banking etfs by the good, not the weak you can see Semi Conductor companies, their stocks have been thriving because of the trade talks with china and seem to be getting a lift from the Strong Economy but its all bad, no one wants to any any hardware, software or microsoft. More broadly at the end of the day, you need to understand one thing. When youre the fed chief cutting interest rates, you should own stocks that benefit for lower rates and as it happens, thats almost the entire group of the s p 500 except for wells fargo when you see the transport rally off the j. B. Hunt, you see the retail Sales Numbers and it doesnt detour the fed from cutting rates. You got to make it a good market thats why you need to look for opportunities on days like today like ibm linked a key deal with att communications to help them cement the 5 g business together its enough to buy well, one of many reasons i like ibm home depot pulled back today, no particular reason the small firm didnt like it or here is two that pop into my head. Visa and mastercard both down today even though both are set to do well after the numbers we seen from j. P. Morgan and city over a retail number, what are they doing being down. You want irony car max and aero down a buck and a quarter. See what that does it tells you how difficult to sink a stock when its floating in the great salt like federal reserve. Here is the bottom line. You simply cannot fight the fed when its coming up with all sorts of plots and reasons why it needs to cut rates and you cant tape no fighting of the tape when it holds up even in the face of bad news those are the rules. You dont like them . Ring the register. No one got hurt taking a profit. This isnt the market thats worth running from as long as the fed is our friend, it makes sense to buy the stocks of High Quality Companies when they go down on days like today when we do indeed have palpable weakness steve . Caller booyah, jimmy. Booyah, whats up . Caller i recently added a stock to my roth ira where i have ten years the stock had a nice runup including today. The valuations are getting frothy so im wondering if i should buy more or wait for a pull back . Id like you view short and long term on ruku. We had the ceo on he gave me a very persuasive look this isnt the way to play cord cutting cord cutting goes on on a strong pattern. I thought it might be beneficiary to amazon. I got the fire stick for much more than i should of because i bought it last week. Im an idiot of nothing. You cant take things personally anyway, i like roku. I like it. Listen up, sure, no one got hurt taking profit and im sure many did today. This market is not worth running from i think when it goes down on certainly good individual stocks, its worth running to. Hey, on mad money tonight, im always looking for buyable pull backs. Im diving to applebees and i hop to tell you if this company can get the groove back and serving up the dish and the ceo everyone is talking about and hey, maybe we should get cautious maybe someone whose not causous and bullish. Im going off the charts to find out. Stick with cramer. Announcer dont miss a second of mad money. Follow jimcramer on twitter have a question . Tweet cramer madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc adss something he 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. I love flapping a jack im always looking out for buyable pull backs and high quality stocks and thats exactly what we got today in dine brands global, the parent of applebees and i hop formally known as dine equity for years it was the serial under performer. The company could not get out of its own way and that weakness cost longtime ceo her job in 2017 then they brought in steven joyce to run the business and hes executed a magnificent come back last year the stock rallied 33 and so far this year its up 41 after todays nearly 5 pull back so i have to tell you im putting my neck right in the pancake here i think you should pounce on this pull back its what ive been talking about for two weeks during this crazy Earnings Period and ill tell you why let me tell you a story how it got its groove back. I was created when i hop created applebees. It took us right before the financial crisis and the stock ended up plummeting to the di Single Digits after the merger was completed. Like many other stocks, dine came roaring back with the rest of the economy with the stocks surging to 115 at the peak in 2015, not bad, huh then everything fell apart again by august 2017 dine equity was a 36 stock. Brutal what went wrong . A lot. First applebees had been stag innoce stagnant for awhile with sales down 6 or 7 very hard to m ccome back from i hop that was consistent started showing weakness they blamed it on the franchise heavy Business Model they didnt have enough control over the franchise to turn things around they needed more control. Their locations needed a lot of investment to improve experience and that wasnt happening. After putting one more disappointing quarter in 2017, you know what happened well, Julius Stewart resigned. You know liked her on the show. It takes dine equity nearly six months to find a replacement then settle and takes over september 2017 now the stock literally bottomed literally bottomed the day before the announcement and this stock has not looked back i mean, talk about a turn in the flap stack how has joyce pulled off this miraculous rebound first, took a few months to figure out what the company need in and in february of last year rolled out the plan and picked up at applebees. So first he rebranded the company from dine equity super official but catchy and shifted sources. They would be able to more quickly respond to changes in the competitive environment. People want more taco stuff. You get it this is certainly more insync. How many days old is this food can i eat it without dying you can eat it. We just got it. He brought in a new Leadership Team and embraced analytics not as good to figure out customers, my mother always said you cannot talk with food in your mouth so just a second. There is a drink right there for you. I respect my mother shut up. Okay then what they want. At the same time joyce invested in technology to make this more efficient and build a better takeout. Finally used his new consumer im sorry i said shut up that was very bad. Can i cut that out shutout. I said shoutout, i didnt say shut up. Thats bad anyway, they wanted to teach decisions for each brand it makes advertising more effective and boost traffic and helps them figure out what new menu items to introduce. This is about Artificial Intelligence in front of us and there is a catch joyce slashed brands as dividend, that was something that not a lot of people were expecting. Know what i mean slashed it thats better. Well street was respected from 97 cents to 63 sents a share to grow the dividend over time. Dine brands introduced the five year plan like the five years it will take to clean up this mess. They forecasted Earnings Growth in the high tens and 10 Margin Expansion with roughly 20 that the after the dividend slash in response and the stock caught fire its continuing to run and run and run as management as been able to deliver on the promises. It posted excellent quarters it is going so well they are expanding the store cap and pushing Delivery Business where they have a partnership with door dash. Talk about Venture Capital money. This monday we learned they will spent more money and hard to get them on board but joyce did it thats what they did at mcdonalds to turn that version down this as a result applebees, i told you it was low mid to single digit down. They posted 7. 7 same store sales growth in the Fourth Quarter of last year thats an extraordinary turn at the same time restreak touct debt those numbers were so good the stock exploded higher in february most of the gains for 2019 came from the epic run in the first couple months of the year and it pays offa and in recent weeks i looks like it paid off when dine brands reported the last quarter that may, the earnings were better than expected, the Sales Numbers were weaker applebees was at 1. 8 and i hop 1. 2 and wall street was looking for 3. 4. On the other hand, they reiterated guidance suggesting they have confidence in the future i wasnt worried by the seemingly mixed quarter. Ill tell you why. The reason the sales look weak because this was the First Quarter when dine brands was lapping positive comparisons what matters to me is the earnings power was so impressive now the stock tumbled 4 on the news before rallying 4 the next day as investors realized the quarter was better than it looked this company is not well followed its got an information vacuum dine brands started bouncing again and in recent weeks the stock lost momentum and got poll v today. They are good. Publishing notes they may struggle in the quarter they are about to report and worried about the tough comparisons as they saw same store sales increase in fact, they are arguing there is money to be made. Legitimate, legitimate comparisons do get tougher Going Forward but i think the stock is more upside because its so darn cheap and sells for less than 12 times earnings and 2. 9 yield which means something with the benchmark 2. 1. Bottom line, steven joyce has engineered a spectacular and completely and totally unherolded come back until today when they sold up down and embraced technology to figure out what customers want, hes a winner yes, the stock has had an incredible run but worth buying on any meaningful pull back and what we got today thanks to the thoughtful Bloomberg Intelligence note about tough comparisons. Dont get me wrong they do get more difficult but the stock is so cheap, that i think its worth the risk. How sweet it is. Actually, there is nothing in here lets go to amil in illinois. Caller hey, jim, how are you doing . Firsttime caller. I got to get a booyah in. There you go. I say whats happening caller shake shack had an amazing year and currently trading about 60 above its market value year to date. Yes. Caller with a market cap of 2. 7 billion and plenty of room to grow. Is there potential to be the next burger. A lot of people felt that originally and faltered. Using chipotle as an example is pretty high the bar is too high the numbers are good with shake shack. Far more expensive than restaurants i follow they are on a roll its a good one. How about robert in california, robert caller earthquake shake booyah from southern california. Always worried about those. Was in one myself. Caller i want to say thanks for confollowing the accideessit to then read real money to begin my path to learning. Back at the end of october, you interviewed Charles Morrison and the result was a positive support of wing stop i did my own homework to get rich carefully and bought the stock november 8th at 67. 80 since then with dividends, the stock has gone to 97 and change somebody is selling but others have done homework look caller what do i do . Hold, sell we had thank you for the kind comments about every single book i have written. We had a very interesting piece by an outfit called web bush saying the target had been reached and the stock is too high do you know thats what im teaching you wait for the opportunities and because morris is doing a great job. He is one heck of an operator and i think wing stop is one hell of a stock. Sometimes i dream perhaps one day i can own 23 wing stops in my own hometown of philadelphia but you know what . It better start happening soon look at this mess. Its cleaned up. Here i was about to slash the never mind sure dine brands had an incredible run do i ever not use every chance i still think its worth buying on this pull back we got today and what a comeback the company has made i think its worth the risk. There is much more mad money. Dominos got crushed so is it time to buy or take it i got the exclusive with the ceo everyone is talking about with fear and trembling i got to go off the charts with somebody so bullish to find out and a memo from facebook and the google people dont like that, either youre going to love that, believe me and so is senator joe mccarthy who is rolling over in his grave. Stay with cramer you should be mad at airports. Excuse me, where is gate 87 . You should be mad at nonseasoned travelers. And they took my toothpaste away. And you should be mad at people who take unnecessary risks. How dare you, hes my emotional support snake. But youre not mad, because you have e trade, whose tech helps you understand the risk and reward potential on an options trade its a paste. Its not liquid or a gel. And even explore whatif scenarios. Wheres gate 87 . Dont get mad. Get e trade and start trading today. Dto experiencer gthe luxury you desire on a full line of utility vehicles. At the lexus golden opportunity sales event. Lease the 2019 rx 350 for 389 a month, for 36 months, and well make your first months payment. Experience amazing. Your but as you get older,hing. It naturally begins to change, causing a lack of sharpness, or even trouble with recall. Thankfully, the breakthrough in prevagen helps your brain and actually improves memory. The secret is an ingredient originally discovered. In jellyfish. In clinical trials, prevagen has been shown to improve shortterm memory. Prevagen. Healthier brain. Better life. What the heck happened to the stock at Dominos Pizza it was perceived as a disappointing quarter with a serious disappointment the stock was down 23 and change and 9 response when you drill down, you have to wonder if making markets overreacting here. Wall street freaked out over the sales up 3 when people look for 4. 6 at the same time the total revenue came in late at 5. 1 for the year the year over year number i expected better. I did. On the other hand, dominos did deliver excellent earnings t2. 19 per share. Maybe the Revenue Growth is slower but more profitable nobody cared about the earnings beat today sellers were focused on same store sales. Is this stock too tough to own or is the Company Going through an adjustment period you need to wait out lets take a closer look with rich alison, the ceo of Dominos Pizza learned more about the quarter and where hes headed. Welcome back to mad money. Hi, thanks for having me on the show. We know the stock was down 23. What i like to do when i see Something Like that is to give the floor to the ceo to say why you can get that money back and then some if you play the long game with dominos. You know, jim, when you take a look at our business, we still gained a significant amount of market share in the pizza category during the Second Quarter. Our retail sales were up 6. 8 which is significantly higher than the growth in the category and frankly, much higher than the growth in the Restaurant Industry in general. So while samestore sales at 3 was at the lower end of our longterm outlook, the overall retail sales growth driven by the combination of the same store sales and really strong unit growth was still quite positive. So throughout the discussion, the Conference Call there was talk about the third partying a agitators and there is a labor problem, discounting going on. Dominos pizza remains a great value but made me think perhaps something structural changed in the u. S. To make it tough toer get back to the mid range or 6 that you really liked ahead. Jim, it is a tougher operating environment than years past we have new competition in the marketplace were fighting against every day and there are labor pressures in the marketplace. Certainly the tight employment environment and some of the rising minimum wages across the country are putting some pressure on but we are really in a position of strength as we enter into this more turbulent period 2018 our average store in the u. S. Had operating cash flow of 141,000 so our franchises are healthy. Cash on cash returns are strong and with units, we opened 45 and closed three its still a have healthy Business Model and were positioned quite well as we look forward relative to the rest of the Restaurant Industry and continue to be successful. How about the International Markets where you said there were near term challenges for comps that continue. What could make those turn around we are working hand and hand with our master franchises around the world as you look market to market, they can be different depending on the specific circumstances what were trying to do is work with the markets to bring some of the same terrific data driven Decision Making weve used to grow the business in the u. S. Over a number of years now and help our International Markets in that regard but broadly you take a look at the International Business retail sales up 9. 8 in the Second Quarter so gaining share at a significant pace in the International Markets as well, great growth of the International Markets this past quarter with 158 net store openings, so it remains a very Healthy Business despite the comps over the last few quarters being over the lower end. Lets go back to this third partying agrgator. I talked to door dash and grub hub, what i continue to find is they may want to be in this business but they charge the Actual Company a fortune, 25 or 30 . Why do they represent a challenge given its difficult for competitors to not have to raise price dramatically and make dominos much cheaper . Yeah, i think part of what were going to see here in the near term is that so much investor subsidy in that Business Model, were not sure where it will shake out long term because there is substantial discounting in advertising to drive consumer demand we dont know how that will shake up once consumers actually have to pay the full cost of that delivery because those fees are substantial relative to the cost of the underlying food. We havent seen what will happen with the supply of restaurants on these platforms, as well. You know, over time it will be proven whether or not that business is truly increate mental and whether or not that business is actually from a margin standpoint to the operators that are offering that receiver vis through the third partying party. Long term but short term pressure. Youre the first person to say on air exactly where i was going which is they they are playing with free money, rich, these agragators and hard to beat because the stock market is ready to finance them. Thats what youre up against. Thats why i think dominos can come back. This is we cant create more people were maxed out on what technology can do but youre in an unnatural war with players being subsidized by us in the stock market. Were not going to do foolish things in the short term in reaction, jim, were focused on the franchise and still very focused on generating great returns and Free Cash Flow for investors. Were generating cash flow at a pace of 1 million a day in the dominos business so near term actstivety creating turbulence but will remain focused and great profitability and strong operating cash flow in returns for our investors. Last question, i do not hear you say look, this is the new norm, were adjusting our rate to three to six or one to three or three to four youre sticking by your targets and you think you can go back to where you were. No change to our outlook on store growth or retail. Do you mind if we hold you to it thanks, jim. All right thank you to rich alison, ceo of dominos. Look, when they are down 23 you dont look for another reason to be down 23 you look and see if maybe its the right thing to buy you decide mad money is back after the break. soft music when i see obstacles, i create opportunities. When i see adversity, i find a way. When i hear never, i say now. [announcer] Southern New Hampshire university is education made to fit your goals with over 200 degree programs, flexible class schedules, and some of the lowest online tuition rates in the nation. cheering so when i face barriers, i can break through. [announcer] breakthrough at snhu. Edu. Thats it. Im calling kohler about their walkin bath. [ sigh ] not gonna happen. My name is ken. How may i help you . Hi, im calling about kohlers walkin bath. Excellent happy to help. Huh . Hold one moment please. [ finger snaps ] hmm. The kohler walkin bath features an extrawide opening and a low stepin at three inches, which is 25 to 60 lower than some leading competitors. The bath fills and drains quickly, while the heated seat soothes your back, neck and shoulders. Kohler is an expert in bathing, so you can count on a deep soaking experience. Are you seeing this . The kohler walkin bath comes with fully adjustable hydrotherapy jets and our exclusive bubblemassage. Everything is installed in as little as a day by a kohlercertified installe. And its made by kohler americas leading plumbing brand. We need this bath. Yes. Yes you do. A kohler walkin bath provides independence with peace of min. After the epic run is it time to get more cautious above 3,000, do we need to pull in our horns . Its a good question were going off the charts with charlie ga carly garner, the author of higher probability trading. We need a look thats not emotional to get a read on the market since the meltdown late last year, garner has been bullish on the stock market and a reason i like her shes been dead right but using 3,000 as her target for the s p. Well, here we are. Now garner thinks it is time to get more cautious. I like a person when they hit the price target doesnt say lets bump it, she rethinks. Why . She says there is an argument much of the good news priced into the market. Were expecting rate cuts from the fed. We heard that again today. We got record unemployment, the longest economic expansion in u. S. History and people predict a certain amount of progress in negotiations with the chinese we certainly didnt get today and thats why garner believes were due for a breather, not a disaster, a breather lets go through our argument point by point first, take a look at this chart that shows the pattern in the s p 500 and the sell in may and go away. You know, that hasnt worked in ages there are more staying power the s p tends to peak in late july this is over a 15 year and trade down through late august sometimes that spills over into september and october and in most years its followed by a terrific rally and certainly not what happened in 2018 during the bear market. Thats the thing about betting on seasonal patterns, they are far from a sure thing but happen for often than they do, something to keep in mind. The real crux is sentiment we hear that this rally is hated. But is that true she says the truth is its only hated by the vocal minority of Money Managers who missed it and need stocks to go lower to catch up with averages the consensus bellish index reports over 60 of industry insiders are bullish, over 60. People like this market, which is not what we want to see we want people who dont like it to be converted to bulls, not bulls who get converted to bulls. They are already there at the same time, i like this. Measures put to call ratio, volatilit volatility, a rough gauge of sentiment. Fear index is in greedty terr gy territory and less than weve seen in previous allies. You can argue this means the market is more upside. Garner is concerned with the trajectory the index is making lower highs and lower lows, which suggests the upside is probably limited for the time being this chart did not make me as fearful as she seemed to indicate but thats okay because were looking at a group like what else as garner told us at the end of may, speculators may have gotten ahead of themselves with predictions for multiple rate cuts i like what ive been hearing from the fed chief but if we get one rate cut or two, maybe there will be people disappointed. Thats nuts but maybe. How about earning season . Garner points out the general pattern going in is usual accounter trim move. If the s p pulls back its likely to bounce after we see the numbers. If it rallies in earnings, its likely to dip. Thats one more reason garner thinks the path of least resistance might be lower for the time being in the near term. Okay now i want you to check out, lets get technical, lets check out the chart of the s p 500 futures. All right . This is really, i know, i mean, its kind of a there are a few issues first, the s p is brushing up against a powerful ceiling of resistance the trend line that began at the climax of the historic 2018 rally suggestions they have a ceiling somewhere between 3,035 and 3,060 and given that its trading at 3,004 you can argue there is not a lot of upside left, okay second, look at the relative strength index down at the bottom this is an important momentum indicating its hovering at high 60s and nearly 70. Breaks above 70. Garner knows the s p is rarely capable of maintaining price levels by the same token, the williams percentage tells you when the security is over bought or sold is an extreme over bought target and something my friend who writes to me pointed out, shes been one of my favorite technicians since the 80s, this suggestions the s p has come up too far too fast you often see the same pattern the buying dries up and a correction, there is the keyword begins garner is right we may be due for a pull back. She wouldnt be shocked to see the s p plunge down to the mid 2700s, thats big. That would be a pretty pretty normal trading range given that weve got a floor of support after 2750 if things get really bad, she thinks that we could drift down to 2470 but she doesnt expect to see either of those levels. Those would be serious how about the nasdaq 100 this is the 100 largest financial in the composite lets take a longer view and look at the nasdaq, 100s monthly charts going back to 2009. Right now the nasdaq 100 is attempting to break out above the ceiling. This is an important move and the resistance level is 7,835. Were only above that level today but this is a monthly chart so we need a monthly close before the breakdown is confirmed. For garner, garner says this picture on one end she can see the make or break for 8,455 in the near future, not bad the next ceiling of resistance and when we checked in in april, she told us the breakdown above would likely lead to an 8455 that would be a 6. 6 gain from these levels shes been bullish the whole way. However, garner notes that breakdowns can be trickily and sometimes breakouts are fakeouts this is like nothing weve seen since the. Com bubble. That doesnt mean the nasdaq cant move higher but gives garner pause she thinks the odds behind the rally are very low not only will we run into resistance at that level but all sorts of indicators will flash red. The rsi is 65 and absolutely cross above 70 at the rallies and another 500 points and as i told you before, thats over bought and the percentage is already nearly nearing maxed out levels not just from the monthly but daily and weekly garner says the williams percentage are can stay over bought for awhile before it triggers the sell off but this reading is definitely something that should make you more cautious if shes right, if the rally stalls, or if we get to 8,455 and then turn around and what comes next, garner would expect a normal correction taking the nasdaq from 100 to 6700. Normal correction. I say ouch let me give you the bottom line. After the epic run in the averages, the charge is interpreted by carly garner suggestions the upside is more limited. She liked it all the way down. This is assault and batteis subl its possible shes being too cautious the risk reward is simply not as good a month or two ago. Thats the important take away and stick with cramer. We run right into these crises, and we do not leave until normalcy is restored. Wed been working for days on a site in a storm devastated area. A family pulled up. It was a mom and her kids. Everything they had had been washed away. The only thing that brought any kind of solace was the ability to hand her a device so she could call her family and let them know that she was okay. vo there for you when it matters most. Join us and get up to 650 when you switch. Thats verizon. It is, it is time for the lightning round. The lightning round is over, are you ready . Time for the lightning round ill start with cristoff in mississippi. Caller how are you doing good, thank you, whats up . Caller i got symc. I missed that symantec. Caller yes. I think symantec is with the interim ceo rick hill which means buy, buy, buy. Bruce . Caller im calling from washington wondering if i should continue the hold clorox. Thats a good example of the forgiveness market. Here is the stock breaking out on bad news. What would happen if there is good news . Stay along the stock lets go to dpack in new york dpack. Caller booyah jim, how are you today . Doing good. How about you . Caller wonderful i want to shoutout to my dad who is watching your show religiously. Father son, mother daughter generational love it. I stick around to play for you lets go to work d erkdeepak. Caller i have a stock thats recovered but i need a green light. My old friend stephanie link and i talk about uri its a terrific play on the strength and domestic economy which remains good i think uri is excellent i like your thought. I need to go to ozuma in texas caller jim, booyah. Why hasnt qualys there is Business Intelligence space and Information Security risk. It is too much of a me too company but quality wants to call them on and tell jim cramer why its not a me too and the best of the best they are welcome sal in texas, sal . Caller hey, jim, i hope you are having a great day and thanks for taking my call. Youre quite welcome. Caller i wanted to get your thoughts on malibu boats mb no, they got to get it they need a bigger boat. The problem with malibu is problem with brunswick the bull market is softer. That said, i would prefer brunswick. They are the opposite of dollar tree and dollar general. They are flying and just okay. What does that tell you about america . Its a barbell but leaning like this lets go to brian in colorado, brian . Caller hey, jim. Whats your thought on aluminum . You know, that last quarter wasnt that good it really wasnt i was taken aback. Thats what i would do if i were you and that, ladies and gentlemen, is the lightning round. The lightning round is sponsored by t. D. Ameritrade had a coach in high school. Really helped me up my game. I had a coach. Math. Ooh. So, why dont traders have coaches . Who says they dont . Coach mcadoo you know, at td ameritrade, we offer free access to coaches and a full education curriculum just to help you improve your skills. Boom mad skills. Education to take your trading to the next level. Only with td ameritrade. Thats it. Im calling kohler about their walkin bath. [ sigh ] not gonna happen. My name is ken. How may i help you . Hi, im calling about kohlers walkin bath. Excellent happy to help. Huh . Hold one moment please. [ finger snaps ] hmm. The kohler walkin bath features an extrawide opening and a low stepin at three inches, which is 25 to 60 lower than some leading competitors. The bath fills and drains quickly, while the heated seat soothes your back, neck and shoulders. Kohler is an expert in bathing, so you can count on a deep soaking experience. Are you seeing this . The kohler walkin bath comes with fully adjustable hydrotherapy jets and our exclusive bubblemassage. Everything is installed in as little as a day by a kohlercertified installe. And its made by kohler americas leading plumbing brand. We need this bath. Yes. Yes you do. A kohler walkin bath provides independence with peace of min. Some days we feel like weve gone off the deep end. Look at the billionaire investor trying to pull with alphabet, something out of the candidate, hes saying the company is infiltrated with enemies of the state and i feel like these unsubstantiated accusations could take us to a dangerous place. Look, there are endless good reasons to criticize an 800 billion company but i dont think he has a good reason you need to end its a highprofile supporter of President Trump and making extraordinary charges of treason against google and wants the fbi and cia to investigate the company to find out how many foreign intelligence agencies infiltrated the project for Artificial Intelligence. He wants to know if google senior imagimanagement considers itself to be infiltrated they barely do any business in china. This is a company that stood up to the Chinese Communist party in defense of free speech and got punished for it. Nearly any other business that i know i can think of but now peter is wondering if google is infiltrated by the chinese they engaged in the seemingly treasonous decision to work with the Chinese Military and not with the u. S. Military, end quote. Googles response as we said before, we do not work with the Chinese Military end quote take a look at this Dramatic Exchange that occurred moments ago between senator bloumenthal and a google exec. Have you found infiltration by chinese intelligence . Absolutely not. Has google made a decision about contracts with the United States government based on pressure or in consolation with china . Absolutely not. Has google turned over or in any way turned a blind eye to a leak of its software or private data to chinese intelligence absolutely not. We take extremely seriously that the threat of any penetration or assistance. People, this is heavy stuff i dont know if teal is making this stuff up or delusional. Either way its dangerous because the president takes him seriously. He wants the Justice Department to look into the charges people throw around the word mccarthy a lot but it feels like legitimate comparison and deny being a member of the communist party. If you repfuse to name names, th worst thing is he knows what hes doing and he added that these questions need to be asked by the fbi or cia and i would like them to be asked in a not accessibly gentle manner, end quote. Whoa, thats messed up i dont know what his problem with google is but feels like hes using connections with the white house to settle private scores pete teal is about to ruin lives. One of trumps best friend s served to mccarthy fame and do something along the lines but before we start cracking down on google, id like to know if there is hard evidence on this at all he had a major cyber secourity clearance and a board of facebook maybe he knows something i dont. If thats the case, i need evidence does he have names does he know how many card carrying members, is there a new joe mccarthy needed . This is ugly stuff he turned acquisitions back up to 11. He needs to dial it back before we end up in a witch hunt. Thats the last thing i want but in this crazy environment, sure wouldnt shock me. Dto experiencer gthrilling performance. Now, at the lexus golden opportunity sales event. Get 0. 9 apr for 60 months on all 2019 models. Experience amazing at your lexus dealer. You want to learn about america . Take the csx, Second QuarterConference Call and turn to the highlights page, chemicals, okay minerals, good but then look at these call bad fertilizer flat, other down nine and then you take the past of what you were looking for and match it against this and you have a sense about whether things are better or worse and i come out and say i dont know, i think a little worse. I like to say there is always a bull market somewhere. I promise to try to find it for you here on mad money. Im jim cramer and ill 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. Im from madison, wisconsin, and my company is mobcraft beer. Cheers. I love beer. I love it so much that, in college, my buddies and i decided to start brewing our own beer to see what we could come up with. It was so good, our friends and family were asking for more, and everyone had suggestions for what they wanted us to brew next. All right. We kept increasing the size of our batches and soon partnered up with a local brewery. Next thing we knew, we had our own craft beer company. Craft beer is a wildly growing segment in the beer industry