Very clear to me i hope its clear to you that selling into the teeth of the sell off early this week was a big mistake. I said so at the time and im saying it again because it is that important in fact, tonight i want to go one step further and immunize you against false fears, thats right, false fears that cause so many people to panic over the past few days. I have to go back to history i think it was an f. D. R. Moment where the only thing you had to fear was fear itself so many of these worries were totally groundless those fears set up the situation we havent seen since the many bear market bottoms in december. We had negativity as recorded by the Investors Intelligence index. Dramatic drop from bullish sentiment, bears rising. Those were negative readings when you see those kinds of numbers, its a reason to buy, not a reason to sell why . Because when you get numbers that weve had in the last week where all the weak handed bulls have turned bearish, that means there is no one left to sell you have a lot of new, not necessarily battle hardened bears who can be turned back to bullish like that, and thats what you saw thats what you saw. The december bear market was caused by the Federal Reserve misreading the economy frankly, raising Interest Rates even as business was already slowing were you fighting the fed back then if you liked stocks even when sentiment got that negative, you had to buy it snapped back in january i try to distinguish them from now. We have a much better backdrop fed has already cut Interest Rates once and they might do so again, which means that this time the fed is your friend. Not your enemy thats huge. We dont fight the fed yet its still very easy to scare people out of stocks especially during a week like this one it is much harder to be constructive or perhaps you have ice water in your veins which is essential if you want to profit while everyone else is panicking. Since were only human, i want to help you resist the siren song of panic next time and there is going to be a next time i have to vaccinate you against the foolish arguments that naive commentators, misguided Money Managers and people with no sense of history use to frighten you out of your portfolio. To make you go into cash to make you take profits that you shouldnt have make you take losses that you shouldnt have this one is totally bonkers. Theyll tell you theyll tell you that lower Interest Rates are bad i hear that all the time thats some orwellian nonsense when i got back from the war in the pacific, he was able to get a g. I. Loan to buy our house, 2 percentageers. As rates soared, i heard again and again pop got the greatest deal of all time and we would never see those rates again. If pop were still alive, they have 0 Interest Rates in denmark. He would probably go to copenhagen not long ago we were fretting the market rate was in trouble rates made it so that a house was not affordable people wouldnt want to put a new mortgage down payment, they couldnt put the down payment. Let me think we have now the down payment because theres good job growth. Now we have lower rates. Thats called affordability, people Problem Solved i know that historically seeing treasury yields this low has been a bad sign. The yield curve often means the economy is headed for recession. As i said before i think thats a misdiagnosis our Treasury Bonds are being snapped up from people overseas who want a decent yield. In many cases their own countrys bond is negative they bid up our treasury that gets something pushes oi r our long term Interest Rates down. Its not a reason to panic out of stocks. Our economy is in good shape were not importing recession. Its how we benefit from the rest of the worlds weakness positive checking fear, china was going to devalue its currency to offset trumps tariffs the chinese are working hard to prevent more devaluation so what . If youre worried about the tariffs hurting american consumers, you should be happen inas a weaker yuan, means we wont need to eat the cost of the trade war. The third fear is related. After the yuan made its big move lower earlier this week, the treasury said china was downgrading. I told you on our special, dial it back, people, dial it back like my wife tells me when i get angry. This was a symbolic move Everybody Knows china is a currency manipulator hello. You know, this was honestly the dumbest one of all now, most governments dont want to admit it. When the stock market gets crushed, capped at an obvious moment, i dont have to tell you to buy the fourth worry was about the strong dollar. Were told it wont hurt us. Its not partially true. A strong dollar hurts American Companies that exports goods terrible for manufacturing its great for people who import overseas the United States is a huge importer i prefer a stronger dollar but short term there are more winners than losers from a strong green back. Remember were talking stocks, not economic might of our country. Finally we were told earnings were about to deteriorate and maybe deteriorate dramatically so you had to sell stocks before it happens bothers me tremendously people who make this argument really seem to follow it them selves. They dont look at individual companies. How can you make claims about corporate earnings without listening to the corporations themselves some companies will definitely take an earnings hit from the trade war. I have a list later on if you stay with the show plenty companies will do just fine heres what i see. Expectations have been ratcheted back for companies because of the fear, but their stocks refuse to rollover and play dead and then beat those expectations let me give you a few examples right in our faces today let me do amd. Booking holdings and roku you know all these companies, okay for most of last the last two weeks, look at this, okay. Amd, advance micro, has been hammered look at that thing largely, why because of economic weakness fears of a new found decline in spend for data centers then yesterday the companys c. E. O. Lisa sue, long time guest, blew away the competition. Google is on top of existing dell, lenovo in response, amd shot up 16 today, making it look like a real dope if you sold it in the teeth of the economic weakness sell off the false fears led you astray okay, now theres booking holdings the Online TravelCompany Formerly known as priceline. Socalled looming recession, you expect the travel business most discretionary to suffer. Right . Wrong. Booking holdings actually saw a 12 increase in book room nights and exceeded expectations in Europe Europe was strong for them no wonder the stock rallied 6 if we go into a recession, why would europe be strong for a travel company, the biggest . How about roku this Company Helps you cut the cable package by letting you stream video from your web right to the tv. Rokus technology is in one of every five homes they reported an incredible quarter, revenue up year over year, no wonder the stock skyrocketed 20 today. If you were worried about amazon, you would have shorted roku heres the bottom line its easy, very easy to foment panic. Its easy to spread fears of recession. People do it all day hey, if i really believed the slow down was imminent, believe me, id be screaming it from the rooftops like i did in 2007, 2008 they know nothing. We just dont have the circumstances now, which is why you have to remember the next time the market gets hammered by a set of bogus worries, you got it, keep calm and carry on i cant believe that list. Bear not, bear not so angry today lets go to john in new york john caller jim, you got to know when to buy them, know when to sell them and when to hold every stock is a winner and every stock is a loser because its all in the earnings and thats my advice to you. All right, chief. Thats good. Good rendition of kenny rogers yeah, thats good. All right, go ahead. Caller okay, this is john, 70 years old in new york highest tax in the nation. I bought the stock because i met Quarterly Earnings and guidance. As the pride of new york, i went down in this recent market turmoil. Bought it at 30. 85 major project, diesel catalytic converters which would save the world. P e at 18 dropped over 2 points. Should i buy, sell or hold stock is corning i know corning well i used to be up there calling on them when i was at goldman sachs. I have to tell you, i like the company. It has the Balance Sheet went to great heights in bull market in tell coe i saw an up grade today. Made sense to me didnt make me jump up and down. I would have waited till three on the yield id bless it i think you should not quit your day job when it comes to singing about stocks fair fair okay, little kids are even nodding their heads here lets go to jerry in North Carolina jer caller whats up, big jim . Jim reference to my caller im sitting here with my great son ethan hi. Caller jim, i love your rationale how the trade conflict with china is creating opportunities. Yes caller is Rockwell Automation say good one Year Investment to play the shifting manufacturing supply chain its okay caller i like your opinion its okay, its not great its okay. If you want to honestly, i cant just pound the table because the numbers havent been that good. I mean, its kind of like emerson although emerson is more china. Id love to be more bullish. I cant be more bullish, but even the children recoil how about the fact the kids watch this darn show all right. Its a stock show for heaven sake how come they like we try so hard we try to entertain, make it exciting, we try to bring every little kid to the party. Oh, my god, how do you like that all right. Fear not, lower Interest Rates lower your chinese yuan, manipulator. We have your back. Nothing to fear but fear it several. On mad tonight, looking for the perfect investment now is the right time to buy i have exclusive with the c. E. O. And is it time to go shopping for highquality stocks . Im surfing back to a couple ipos you should own and fivenine is up 7 today could it be headed even higher interesting company. You better watch stick with cramer. Announcer dont miss a second of mad money. Follow at jim cramer on twitter. Have a question . Tweet cramer mad tweets send jim an email to madmoney cnbc. Com. Or give us a call at 1800743cnbc ssmi something head to madmoney. Cnbc. Com. From the couldnt be prouders to the wait did we just winners. Everyone uses their phone differently. Thats why Xfinity Mobile created a different kind of wireless network, with a different way to do data. One designed to save you money. Now you can share data between lines, mix with unlimited and switch it up at anytime. Design your own data with Xfinity Mobile. Its wireless reimagined. Simple. Easy. Awesome. You know me. Im a gigantic believer in the humanization of pets treating them more like members of the family which means we need to buy them better food, treat them better, Better Health care some of the immunization pet stocks is controversial. Take pet iq which makes veterinary products, think flea and tick preventives it runs its own Veterinary Clinic thanks to a an acquisition. They can ultimately open a thousand stores in the United States its been a volatile year for pet iq in march they reported a fabulous quarter and the stock roared it was ravaged by a short seller who chopped 20 off its market cap instantly. It was brutal. It didnting take long for the company to report another great quarter. Since then the stock is on a roll even if it got dinged in a sell off they reported, they knocked it out of the park. 80 cents a share, people are looking for 35 cents talk about a gigantic beat stock surged higher at the open, but ended up giving up most of its gains. Whole market took off and swapped to other names i think thats a mistake dont take it from me. Check in with the chairman ceo of pet iq. Mr. Christianson, welcome back to mad money. Thank you, jim, good to be here the product and services chart in your pet iq deck, we have amazon, we have google, we have youtube, walmart, target, you kind of have everybody locked up, dont you yeah, were really doing business with everybody and weve been able to take our mission to the market and the market has been extremely receptive. Our partnership with our retailers has allowed us to access a Huge Population of pets out there and allowed us to bring our Mission Forward of being advocates for the pet parents and helping them find ways to save money on both their products and the services they need to provide Better Health care ultimately were bringing thousands and thousands, even millions of pets into the category that havent been getting Proper Health care so were really excited how the mission is moving forward. And we obviously love the fact that the numbers continue to show quarter after quarter that its working lets talk about the Wellness Centers. Its something im involved in i read that. I said tell me, how does pet iq, one is the same as the other what are you doing differently i think the biggest thing we focus on is were incredibly transparent with our mod and he will what we charge and what were doing with the pet owner the pet owner is involved in choosing the wellness pattern. The most benefit we can provide for the pet they can afford which is a little different and not intimidating the User Experience is extremely positive because they know they had an honest transparent great experience ultimately they tell their friends and they come back and their pets come back so its something where our average ticket is running less than 100 to take care of your pets health and wellness needs which means its extremely affordable to take care of bets in a better way. Its cash pay i see Veterinary Clinics opening up all over the place. Maybe just in my area. Is there another room for another thousand by pet iq if a lot of doctors are going into it knowing it is an incredibly lucrative business because its cash yeah, theres a lot of clinics out there. Theres a ton of pets that arent seeing the veterinarian theres a ton of ways to reach the pets we think our model is different because we locate our clinics inside of major retailers and those major retailers today represent virtually 90 of all the cat risk pets con150u78 sum this country we call it our follow the pets mission. And were allowing the services to be where they already are we have 3500 stores we run Community Clinics in today theyre the same, but we only run a day a week in those environments all were doing is taking the Community Clinic concept and doing it five days a week. We call it a Wellness Center that Wellness Center allows us to be more accessible and r for more pets in the area. Its definitely working. I recently interviewed the c. E. O. Of chewy. Enough room, chewy, good competitor, right . Chewy actually today is one of our Strategic Partners and we do a significant amount of business with chewy. So we were aligned to drive the same mission they want to see pets get Better Health care. Their recent Prescription Drug launch helped get it pushed out further to the market. Its been a huge benefit to our company and part of the reason our numbers are so significantly over this past quarter let me understand this. I want to be sure because when i looked into it, i did not see chewy on your deck thats why i was confused, i admit. Wish i had known that. Are they affiliated with you you as you go up, they go up, its a significant delta for your Company Significant delta weve been involved with chewy since organizing the launch of their Prescription Drug program. Theyve been strategically involved in helping that provide product to them and then obviously wrer looking at smarter ways to educate their Customer Base how to find our clinics and do things that help us all move the Mission Forward. We all want the same thing Better Health care, better products, more pets being treated. The parra go acquisition, how is that going for you . Its 30 days and its fantastic. Weve been able to philosophically align with the team, get them integrated how we do business. We definitely see this acquisition as accretive to the company. Weve been able to pick up a margin profile significantly better for our product base so its accretive to the margins of the company. We see tons of white space with our leverage across to do what we do, Additional Placement in sales volume obviously we picked up a significant access to the facility, in omaha, nebraska, what i believe is the best manufacturing for health and wellness in the country. You said 15 growth was para grow, i dont think they were doing anywhere near that kind of growth for the division, right . No, weve been competitors a long time. The last three years weve done a really nice job of impacting their growth obviously you see our side of growth coming that way as we looked into the combined company, we definitely believe we can put them at a place to grow 15 year over year. A very nice margin profile on that 15 terrific. Look, i think the story is a good one didnt understand the action because it seems like a great buy. Fabulous growth. I want to thank the chairman ceo of pet iq. Thank you so much, sir thank you, jim. Guys have a lot of the channels locked up it sounds pretty promising to me yet the stock didnt pop after a great quarter. That seems wrong to me mad money is back after the break. This is mia. This is mias pulse. With pressure rising, and racing. This is also mias pulse. That her doctor keeps in check, so she can find balance. This is mias pulse, and now its more stable than ever. This is what medicare from Blue Cross Blue Shield does for mia. And with over 80 years of healthcare expertise, imagine what we can do for you. This is the benefit of blue. Now that china appears to be behaving itself on the currency front and the dust is settled at least for this week, with the averages rolling back this week, i think its time to do some shopping, quality stocks while you can get them at a discount of where they were trading a week ago thats why i want to circle back to companies that had the misfortune of holding ipos right before the meltdown. Uber, you had the meltdown after and people freaked out im talking about a pair of Digital Companies that came public the same day two weeks ago. Live and go health and Health Catalyst hcht. Both spiked right out of the gate hallelujah. Once the market got hammered, they came right back down. In other words, youre getting a second bite at the apple although with the way that theyre bouncing around today, a smaller bite than i would have liked. Lets take them one by one lets start with live n go they help people manage diabetes, especially diabetes. Its basically a personal Health Platform they use Smart Devices to monitor your data and then they actually sl actually show it to doctors. For diabetes, youre already checking your blood levels multiple times ago monitor those numbers 24 hours a day 7 days a week. They give you advice based on what theyre seeing. Its like having a personalized Digital Health coach because they have a huge data set, they know how to nudge you towards a Healthy Lifestyle the company now does the same thing for hypertension, prediabetes, and obesity among other conditions based on its evidence, it works. Meaning live n go delivers Better Health care outcomes at lower costs. Isnt that what the system needs . Crying out for that. Oungs of prevention is worth a pound of cure. Employers and Health Organizations are willing to offer live n go for free its 60, 70 a month per person. It includes four of the Largest Health plans of the country. This is the real deal. This thing just got overlooked sure for Many Americans we dont have a functional Health Care System live n go has a plan for that. They enrolled diabetes patients increased by 111 . The most recent quarter was 140 that translated into 157 Revenue Growth the latest quarter, 157, to 22 last year. Even if the company is a long way from turning a profit. No wonder the stock spiked from 28 to 40 and changed the morning it came public live n go peaked at 6. 48 last week its now back to 33 and change. Even though the stock isnt check, selling nine times estimates, given its growing at a 100 plus clip, i think thats justable valuation if you like it, buy it gradually in stages on the way down just in case we keep getting hit. You have to wonder why apple didnt buy live ng thats what they need to boost their revenue stream we had another digital ipo, it serves Health Care Providers if youre running a hospital, youre setting on a treasure trove of data. Far too often they sit on that information. Health catalyst gives them the news they need to make better decisions. The medical side and business side they help Health Care Providers figure out what really works and what doesnt in the most costeffective way just like live n go, Health Catalyst has good financials it accelerated to 70 in the First Quarter of 2019. It did drop back to 59 in the Second Quarter on the other hand, thats better than last year unlike live n go, Health Catalyst is closer to turning a profit their margins are moving in the right direction. Despite the deceleration in the last quarter, the margins got much, much bert. Its easy to see why the imo at 26, stock opened at 37. 50. It surged to just under 46, then it got hammered along with everything else. Three days ago it traded at 38 i wish i spent time talking about it then because that was the Perfect Moment to buy. Since then Health Catalyst has come back, including a 6 run today, bringing the stock to 43. I feel bad that i didnt push it to you at these levels, the valuation is practically sane, though. Health catalyst trades six times next years sales. It sounds expensive but its a high growth company. Using the back of the envelope calculations, its easy for a company with 50 Revenue Growth. Can the stock go higher . Sure look at the way its rebounding here if we get another dip, i would pounce on this one because we were know Health Catalyst can come right back. We saw that. Buy a little tomorrow, and then hope for a trade war turmoil so you can buy more and get bigger in the position. These Health Care Cost containment plays almost never go out of style except during hideous meltdown like the one weve seen come out of the other side i think theyre primed to keep roaring back if this is only temporary reprieve, that just means you can get to buy more lower levels bottom line, dont let fear blind you to opportunities that are staring you right in the face live n go and Health Catalyst both came public with a bang two weeks ago. Their stocks exploded higher thanks to the hideous pull back they come back it immunized against worries or a Sanders Administration health care for all i think live n go and Health Catalyst are worth buying as long as you dont buy them at once jason in illinois. Jason. Caller mr. Cramer, booyah from the windy city. Down your way caller thank you so much for what you do for us real quick, im holding positions in apple, microsoft, disney, bank of america. Okay. Caller im looking to add another to my paefl. You talked about it in the past when you its fallen into tough times. What is your opinion of modern a . I met with them and talked with them. It is not a productive stock to own. Ive got to see, ive got to see some sort of pbottom theyve told a good story, but so far the market is not liking that story i have to say hold off for now lets go to chris in california chris. Caller hello, mr. Cramer, how are you . Good. Caller thank you for all the valuable information you shared with us lately im also a new member of the club my stock is beyond meat, bynd. I missed the opportunity to buy it when it went public tysons food is also planning to develop its own line of alternative Protein Products will there be more competition moving forward do you think its still a good growing company to invest . Thank you, and thank you for being a member of the club this is beyond meat is still worth 10 billion thats too much, okay. I think that the company is going to be terrific it needs to grow into its market cap. Impossible is coming, but its gmo. I listen to tysons Conference Call they do too much much a blend of plant and meat that doesnt work at all this company just did 3. 2 million share secondary and the stock is very heavy. I want you to wait its going to come in, i believe. Lets go to david in california david. Caller hi, booyah, from Central Coast in california. Thank you, jim, for what you do. Thank you i love where you live. Whats up . Caller a technology, amazon of after, ka went public on april 12 at 18. 50. It went to 49. 77 it closed down today 22 cents to 13. 24. Whats your opinion . David, i would analyze this thing when it popped at the beginning, went all the way up, doubled and i came to the conclusion that its uninvestable we cant figure out what the heck is going on with it so, therefore, i cannot recommend it and i do want to emphasize that it is dicey likebeyond meat an like moderna all three questioners were talking about speculative situations dont let fear blind you to opportunities. Live n go and Health Catalyst are gems worth buying. More mad money ahead is it time to get your head in the cloud . Cloud five nine im talking about. Im going one on one with the c. E. O. Some countries are hazardous to a Companys Health as you can get. Im looking at the last brick standing know your calls. Rapid fire tonights edition of the lightning round. So stick with cramer driverless cars. All ground personnel. Or trips to mars. 4. 95. Delivery drones or the latest phones. 4. 95. No matter what you trade, at fidelity its just 4. 95 per online u. S. Equity trade. Dprevagen is the number onemild memopharmacistrecommendedng . Memory support brand. You can find it in the vitamin aisle in stores everywhere. Prevagen. Healthier brain. Better life. Want know whether this mark has its groove back, look at five nine. A Cloudbased Software company that helps customers manage their contact centers, allowing them to cut costs and improve engagement heres a stock that barely got dinged during the market wide sell off because the business is so strong. Five 9 reported a big top line beat, huge bottom line beat and raised full year forecast. It was a grand slam, people. Stock went from the 49 to 59 in a single session. I think it would have kept running. The quarter was so good. It circled back to five 9, high Growth Stocks are working and it jumped nearly 4 bucks or 7 . Can it keep climbing lets take a closer look rowan is the c. E. O. Of five 9. Happy to have him back welcome back to mad money. Ive got to tell you, i cant resist i know you might think this is unfair, but this weekend im sure you saw the article in the wall street journal. Everyone hates customer i did read that article okay. Do they hate five 9 . Absolutely not. You know, thats the problem that were fixing. This is the problem that everybody has, right you call into a call center, give them the run around, you cant reach somebody and why is that its because of these old legacy on premises systems, too complex, too expensive and hard to maintain. Thats whats really driving the success you saw with five 9 the last quarter so, i am an estee lauder associate and i am concerned there was an issue involving some sort of manufacturing issue, it was cleared up immediately. People were concerned whether they have something that was wrong with the product what does five 9 let me do that i couldnt do if i just hired a bunch of people very considerate and nice its all about intelligence when you think about you as a consumer when youre calling into a brand, you want to get to the right person as quickly as possible finding that right person is critical finding the person who can answer your problem, estee is a customer of five 9 think about the old days of estee. The front door of a retail outlet, you walk in and talk to somebody in a white coat the call center has moved from the basement to the front floor of every business. Its all about intelligence. You said in the Conference Call, the market is huge and Customer Interactions are absolutely exploding thats because of ecom . Ecommerce is a huge driver lululemon, when they have a catalog, they want to know whether the catalog is doing well, they can monitor through you . Lululemon is a customer and when you want to call in to their call center, get help, youre actually going to be routed by five 9 were going to have all the intelligence that is about connecting you to the right person whether its on a phone call or on a message or email. Were sort of multi channel or omni channel we have all the ways a customer wants to connect in summit, new jersey, we use ex pedia were not a customer in terms of someone calling up and booking something. We need to speak to someone and we need special service because its a very important thing. How do we get routed by five 9 versus some other system this is a great example actually, jim. Take expedia lets say youve called in or sent a message we can gain information about you and we can know information about you based on your caller i. D. So well know who you are, we can link that back in to expedia system we understand you are living in this city, and lets say that we understand also that youre interested in, in travel to a specific maybe youve been on their website and theyve tracked you understanding what you are clicking on and where youre going so lets say youre interested in traveling to beautiful california okay. So what they do is they say, who are the representatives here who know about california . Or have been to california recently instead of connecting you to anyone, they connect you to someone who has actually been to california recently. They use intelligence from Companies Like five 9 and others we sit in the middle and help orchestrate all that in that chair the other day was someone from live person and they told us a very good story when we were in california, we met with zen desk. Is it a giant scrum, a land grab its a tapestry, zen desk is a company of ours. Often youll see companies by zen desk because they are transforming the customer landscape moving to a lot of selfservice we help them when they move into the large enterprise and they want to sell larger businesses, we help and partner with zen desk its actually a big team effort service, Service Cloud at salesforce, big part of this you mentioned live person thats helping. Were all doing different parts of the eco system. Im kind of trying to figure out what the differentiator for a live person live person, honestly, they were just here. Wow, they use this text message. That seems like a great thing. Millennials like to text yes do you have that feature . We do they are more exclusively on the text front were adding intelligence there. We tend to focus on live interactions including phone or sns. We are bringing that same kind of intelligence to the live interactions, but thats where you would see the difference between us and the live person theyre more focused on the messaging side they dont do anything to do with voice or with other things. We are really focused on that. A lot of companies actually use both of us okay, and i know they may see this and we do have voice. I understand when you say message. Now, is there such a term as break point, or is that something the journalists were using . I had never heard of that come on i swear stack of bibles at five 9 does not know about the break point where people get fed up and angry. Ive never heard of that. Its a large industry im surprised. Maybe some people look at it that way heres the macro, jim. The real recognition of whats going on the real recognition of whats going on from these businesses is that you cant afford to have Customer Service be an afterthought you cant afford to have it be in the basement. You need to have it become the front door so thats whats actually driving the investment why are Companies Like ours doing so well because businesses are more willing to spend money its a strategic Morgan Stanley last quarter did a Research Note and the said that in the cloud, the number one priority for tech spend is on Customer Experience transformation so while there are companies out there like the wall street journal referred to, increasingly more companies are recognizing they have to spend more money and deliver a way Better Service experience to their consumer or else theyre going to lose them [ laughter ] all right, fair enough. The c. E. O. Of five 9 if he doesnt know about break point, maybe its a surfing term mad money is back after the break. At Southern New Hampshire university, we believe in education built for all people. [woman] snhu was the best experience of my life. [man] without snhu, i wouldnt be the leader i am today. [woman] i graduated high school 19 years ago. I still finished. [man] in the military, you feel that sense of accomplishment. Thats what snhu is. You will march from this arena and say to the world. I did it. [woman] you did it. I love you. [graduate] i love you too. It is time its time for the lightning round. Buy, buy, buy sell, sell, sell. Examiand then the lightning d is over. Are you ready, ski daddy going to start with todd in illinois todd caller jim, how are you . Im great, how are you . Caller doing great want to know about twitter heading into election time twitter is doing well it is in the same conversation as google and facebook you should own the stock if you want to buy it its fine right here i need to go to bhob in pennsylvania bob. Caller hello, mr. Cramer the stock is killing me, symbol is m as in mary plx. They have no growth thats why even though they have good yields people regard them as wasting assets. I dont want you in them lets go to mark in arizona. Mark caller good evening, jim whats up caller on your show you keep talking about cannabis stocks such as conicus and gw i never heard you mention iipr innovative i understand strit properties oh, contrare monfrare i got it wrong, but i got the harder one, epidilex right lets go to sam in ohio. Sam. Caller booyah. Booyah. Caller booyah, my friend booyah. Caller should i buy more . Huh, pardon me, sir no, no, i mean sell, sell, sell sell theyre in the penalty box for me the next quarter could be better but i dont want to risk it. No, come on. Todd in texas. This is the second time lightning round. Todd caller good evening, fairest mr. Cramer todd in texas, firsttime caller thank you for what you do helping us pay medical bills we have a sick baby boy who needs a liver transplant i wish you the best of luck wow. I hope everything works out. Caller yeah, thank you question is chip johnson, he and i go way back to Mexico Military institute. Hes a smart guy, valedictorian. Is this 2 for 1 deal with callan a smart deal i like chip just as you do. I think hes terrific. Met his daughter when i was in california you know what, i have to tell you that i think he sold too cheap. Id love to have him come on and defend it but i think he sold too cheap. And that, ladies and gentlemen, is the conclusion of the lightning round. Announcer the lightning round is sponsored by Td Ameritrade dexperience thrillingn operformance. O 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. Shes a brickhouse shes mighty mighty hey, remember brick im a big acronym guy. We have fang, facebook amazon, netflix and alphabet which was formerly google. We have watch, which was walmart, amazon, target, costco, home depot, big retailers. Ten or 15 years ago it was brick, brazil, russia, india and china. Way back in 2006 it was coined back then if you were industrial company, you either dove into bric head first. Or you were left behind struggling with the Slower Growth of the United States. One by one, though, these bricks became hazardous to your health and your wealth. Brazil went from brazil went from turbo growth mode to perpetual recession. The currency always seems to be on the verge of collapse russia, vlad putin turned it into a a nightmare for any business except the ones he and his friends own. Read the latest quarter from the squeaky clean fragrance we like. An Israeli Company makes artificial flavors only to find out it was making big payoffs to do business in russia. And india, everybody has been trying to crack into that market for ages it has the Fastest Growing number of young people on earth. Apple had a better experience than most. Walmart paid 16 billion for flip card all you have to say is good luck no American Company has come up with a way to make money at scale in india even as the other brics fell by the wayside these things are so heavy, you wouldnt believe it there was always china thats the one market that always worked. It was the c that worked the country with the most mouths to feed, roads to build, miles to travel, stores to shop, diapers to change, calls to make china became the saving grace of the brics. Is this zumba, is that how it works . As the chinese economy kept growing, the options to actually make money in china seemed to shrink ten years ago the companies were willing to accept the ruling communist partys onerous terms. You had to form a joint venture, bogus one, that would likely steal your intellectual property but there was so much money to be made it was worth t. Now the companies have come to see china as a double edged sword. If you get involved, they will learn your trade secrets steal them and set up shop as competitors. Thats why everyone is so upset in washington. At least Peter Navarro is. Many companies were willing to make that tradeoff. President trump has always had a seething contempt for the way china does business. He rolled out his tariffs in an effort to get the Chinese Government to change its ways. If you do business in peoples republic of china, its just another brick in the wall. The c in brick has become the last straw what happened in the earnings season were putting a pencil to the unfathomable trade war am some places manageable. The people in the chinese economy are getting hurt on all sides. Sky war solutions, an amazing shrinking price to earnings multiple, it put be surprisingly good numbers despite lost business from ren gad huawei anything cell phone related is heavily scrutinized. Only one American Company, starbucks, is bucking the trend. Schultz decided the business should embrace Chinese Culture wholeheartedly it worked. Cyclical companies that rely on china for growth, fedex, emerson, is despised no one knows what to do with boeing which i regard as the greatest manufacturer on earth they tell you there is something to do, buy or sell is going up in smoke things will get worse in china, maybe much worse theres no reason to make concessions, were too far from the election one thing is for sure. Brick exposure means your earnings are suspect guilty until proven innocent instead wall street now wants to pay for purely Domestic Companies with no ties to brazil, india, china for that matter in short, brick has been bricked and i dont seize that verdict changing any time soon stick with cramer. These folks, they dont have time to go to the post office they have businesses to grow customers to care for lives to get home to they use stamps. Com print discounted postage for any letter any package any time right from your computer all the Amazing Services of the post office only cheaper get our special tv offer a 4week trial plus postage and a digital scale go to stamps. Com tv and never go to the post office again my mother told me comparisons are odious i have to tell you, lyft was much better than uber. Uber spent too much money and didnt get the sales i really care about the sales line for these kinds of companies. And it was disappointing theres no two ways about. I i always like to say theres a bull market somewhere and i promise to find it for you here on mad money. Im jim cramer 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. Is the most convenient way to get your workout in. My name is ben young. And my name is greg coleman. We are here from the washington, d. C. , metro area. Our company is sworkit, and we are here seeking 1. 5 million