As the action ultimately turned negative today down. S p declining. 80 and believe it tech and 234nasdaq plunging 1. 6. This month the market is led by the covid winners, the names that do fine when the economy is frozen those are not the stocks that lead us higher when times are good but as we saw today, covid plays could lead lower when the economy is improving are we finally emerging from the trough lets consider the case here first, you need to know. Were in a dangerous place its dangerous to be where we are because you can never tell if the economy is really at an Inflection Point until after and even if it is, covid stocks make up the average and drag down everything were now in the third day of this rotation with the Fastest Growing covid winners, industrials, travelers, retail these groups struggled to find their footing because they are covid losers but now in the morning today but the last two days, they are on fire i mean, did they give up the ghost at the end of the day . Im not sure this time maybe these unloved stocks can escape the trough and high flyers find themselves buried alive. Wouldnt it be something if you saw octa or ping in there . Is that ping ping no, not ping anyway, so is this yet another temporary rotation that will flame out or are we coming out of the trough switching to recovery mode. Many tried as we had a series of threeday rotations and went right back down and growth burst higher again after recharge. But sooner or later, were going to turn the corner and these mov moves, they will stick it happens it always happens. For months weve been in pandemic mode, the stay at home stocks from zoom video to mccormick to the Spice Company to the cybersecurity plays, they have all been on fire and the big six, not talking about facebook, amazon, apple, netflix, google and microsoft. These are all companies that have to do better when youre stuck at home and stocks monopolized 20 of the market getting evaluations we havent seen since the faded. Com era there are plenty of signs that were leaving the trough at least for the publicly traded Companies Stuck there. The recovery plays now this requires a real leap of faith because we have 10 unemployment high down from 15 until the spring so were headed in the right direction we have a horrific number of people who cant cover their rent, cant put foot on the table but as well hear, commercial rents are increasingly being paid. The stock market is not a reflex of the entire economy. It doesnt tell you how america is doing as a whole. It never has were not trading unemployment features or hair salon options were trading stocks of medium to largesize businesses what matters to big business covid cases and deaths are coming down from an alarmingly high level the russians claim they have a vaccine though they havent fully tested it. It doesnt matter. A trustworthy vaccine is on the way. If well be in the clear six months from now you have to swap into the recovery stocks now because if you wait for the all clear, the actual all clear signal, i promise you youll be too late and listen, im betting that it is the real trough i suspect the cyclicals industrials and banks could lead us, not the covid stocks but that doesnt mean they will be destroyed. Why . Ill walk you through this ill give you 12 towels that suggest this move is genuine or more than the other because by the collapse at the end of the day, nothing matters okay i dont believe that im not that cynical let me give you the under pinnings first gold prices are plummeting as long as gold goes higher, you have to keep financial armageddon maybe were going to be fine second, Interest Rates are soaring. Thats a textbook sign of a stronger economy or more government borrowing like if congress could pass another stimulus bill, one way or another its good news third, oil is making a stand in the low 40s. Thats where many producers in the basin can survive and an important sign of stronger demand we dont want a collapse fourth, there is real demand for travel surprising Royal Caribbean has an awful quarter. Ships cant go anywhere but stocks soared because they are getting a normal amount of reservations once we get a vaccine, people are fine going on cruise ships again which is huge after the terrible covid leheadlines in te spring and airlines are seeing a pick up of traffic in the spring you cant wait until they are half filled up you have to get in ahead of the turn and the bottom has been put in airbnb is going public for heavens sake. Fifth, the biggest Shopping Center owner federal reality and the biggest Shopping Mall has seen major increases in rent payments month over month after a hideous period of deferrals and out right defaults, not in great and absolute terms but better than where we were. Many of the things im talking about are relative versus absolute six, it looks like autos are back driven by paint for high end cars, particularly european and what is good for cars is good for dupot, the travel trust you can follow along by joining the actionalertsplus. Com club, ill talk about dupont. Seventh, boeing reported heinous numbers and thats what a bottom tends to look like but much more during the day than at the close. Its also extremely bullish for honey well and rathion that brings us to honey well caught on ugly downgrade and we also caught a negative 3 m note. This was really incredible it said basically, if the democrats win then this company will be in trouble over ground pollution. Caterpillars last quarter was truly disappointing and i couldnt think of a single reason to buy the stock. Others look at it as industrials to hold for the fable 10 in earnings if the economy turns around sure enough, caterpillar keeps climbing we could worry about jp morgan claiming bad loans i was watching Brian Sullivan and said listen, they have to cut dividends. That was not very, lets say keeping with what ultimately happens because wells fargo was considered on the ropes but not anymore and gold man trading below book value suddenly, though, this group has come alive that significauggestt the bad loans may run their course and jamie diamond has it going. Things are a fabulous bellwether yesterday footlocker reported better than expected quarter and spent most of the day going higher before giving the end of the session. Apparel is in the dog house for ages but if nike is back, thats a big deal if it goes below 100. Number 12 is freight United Parcel put up an amazing number that created phenomenal pin action for fedex but they both got slammed today the rails have been rallying, too. They are economic licensetive and continue to run today. Very important the transports rarely lie. Here is the huge question, if the recovery stocks are ready to make a comeback and Big Technology names get hammered, can the market handle the switch without giving up the ghost entirely now, initially looked like the covid plays could hang in there but then they collapsed and took the averages down with them. Remember, the covid winners are able to lead us to incredibly lofty levels we could be in a weird situation where improving economy hurts the averages because these high flyers, the shopfies, are heavily weighted in the major industries, not apple. Microsoft. Either way, the bottom line is that you need to stick with what i call the barbell, meaning owning recovery stocks and some covid stocks but i do think it time to lightening up on some of those covid names and swap into more stocks like honey well and dupont dont be greedy with the cramer index. As we get closer to slowing the pandemic, it will be time to ring the register on at least some of the stocks that do better when covid thrives. Jaden in new york, jaden caller yes, hi, im so excited to talk to you first time im doing this. Fantastic whats up . Caller well, all right, here is the thing shares of canape growth jumped to 13 yesterday after reporting a lower than expected loss in fiscal First Quarter earnings. In 2019 Constellation Brands former chief Financial Officer david kline was appointed chief executive officer of canape growth consolation owns 38 of canape and they have taken the reigns to cut costs substantially this past year. Management has worked diligently to transform the growth Balance Sheet. They are also wading in the wings of u. S. Legalization true. Caller about 18 branchs jaden, here is the problem. Look, i like kline very much but they need dream cemocrats to wi. If so, up 50 . If they dont, more out same because the company is really wrecked before kline got there mohammed in florida. Caller hey, jim, how is it going . Very well thank you. How about you . Caller good. Uber got hit hard after earnings on thursday and again today after they were ordered to start classifying drivers and employees. Do you think investors should buy during this dip . I was stunned, stunned that they had that problem, that california problem there is no edge to them now i dont know how they are going to they have a lot of work to do to be able to get their cost down i dont think they could do it this was very bad for them lets go to corey in new york, corey . Caller jimmy chill i need to settle a debate with my brother phillips 66. I bought it at 77, 74 and 69 on a dip. Great dividend yield 5. 5 and well diversified refining natural gas, chemicals, specialties, joint ventures, strong Balance Sheet and 8 billion liquidity pending a lawsuit with the pipeline. Please settle the score by saying booyah better than you todd, buy and continue to buy . I cant give you a booyah buy. I just cant i would love to. I would love to please people but i cant do that. I dont think the stock is worth owning another stock that should be old oxidental should be sold tomorrow morning. I want everybody to stick with the barbell and then we dont have to be faced with an idea some get left in the trough and get hurt and others go try to get the highest quality covid winners and the highest quality economic winners high quality meaning dont pay a fortune. Dont pay 20 times sales anymore. That wont work. Dont be greedy, either. I need to see some register ringing. We did some for the club today on mad money tonight there is nothing minor about owens and moving higher since march but can the opportunity continue im giving a tip of the hat to fed chief jay powell. Ill explain why and taking a look at the health of the American Consumer and future of the Shopping Mall with the company that has insight like the weather. Dont miss my sitdown. Stay 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 miss something head to madmoney. Cnbc. Com. I cant wiat to share at ts big 5g news. shouting through the glass at t has nationwide 5g . Yup and thats faster . Faster, yea but is it reliable . Ah huh and secure you should consider making a big deal about it bigger . I said bigger oh, bigbigger deal bigger than what im doing . Its not complicated. A 5g Network Needs a 5g device. Now everyone including existing customers can get a free Samsung Galaxy note20 after tradein. Simon pagenaud takes the lead at the indy 500 coming to the green flag, racing at daytona. Theyre off. In the kentucky derby. Rory mcllroy is a two time champion at east lake. He scores stanley cup champions touchdown only mahomes. The big events are back and xfinity is your home for the return of live sports. When the pandemic first took the world by storm, i recommended owens and minor which is nevertheless one of the largest producers of personal protective equipment, ppp in america. Think n 95 masks, gowns, gloves, Surgical Equipment everything hospitals need to protect their employees from covid we spoke to the ceo. At the time the stock was trading at 5 we loved it. Wall street hated it its at 15 so most of the move coming on july 21st after the company proannounced numbers double their full year earnings forecast stocks surge 81 in a single day. From 8 to 14. 40 by last week had a run to 17. Last tuesday night owens reported the full Second Quarter results and because the bar was raised so high, a statement was weaker than expected earnings were nearly in line. This was preordained the stock got pancaked and fell to 12. 75 by friday. That was a reaction the market clearly agrees because this is f flying again to 14. 82 wall street doesnt like it. Even at these levels, the stock is darn cheap with 15 times earnings assuming they hit the low end of the guidance. You missed the post earnings dip. Be ready for the next pull back because this company is practically printing money right now. Lets check in at this moment with ed, the president and ceo to get a better read on the quarter. Welcome back to mad money. Thank you thanks for the invite. We got to go over how big ppe is and how it as much as wed like to think it will fall off a cliff, itprobably wont and ho you manage to put new machines in, get them running, and are really answering a major part of this pandemic and its not over, correct . Thats correct, jim. How much more do we need . So here is what weve done, jim. You know, so when we talked back in marshall we had existing production lines and i got to give credit to the team mates. We had the line workers themselves, management and looked at it and tried to find ways to increase production off the machines and again, ill give credit to all those teams and we found ways to increase production off of those lines for example n 95s, an additional 10 , 20 , 30 , 40 , 50 and that enabled us to increase our production from back in march to where we are today we continue to analyze that. We continue to have a focus on process improvement, additional output and manufacturing efficiency because even today its an imbalance between demand and supply in the marketplace. If i were running the show, Health Care Show in the United States, i would call you and i know the government gave you some money i would say we need a supply of 10 billion masks just in warehouses and refresh it if they go bad, we can never have a shortage again will we do that . I actually think its a combination of stockpile and storage, in addition to that excess capacity. So that way you have the abilito use that stockpile to plane niche the system and while that continues, you have the ability to take the excess capacity that exists to produce. One of the things weve done as you stated earlier, we got funding. Increate mental machines in the United States and Manufacturing Capabilities that makes fabric use for masks, isolation gowns, surgical gowns and since we manufacture products and understand the process, we originally thought it would take six months to get the machines up and running so were looking to the end of october. Im excited and proud were starting to get product coming off the lines already. So just in several months and ahead of schedule and again, thats going to enable us to provide more product to the u. S. Market, health care, to help with the stockpile and thats really what i think you have to do to make sure that we get through this issue as well as continue to have capabilities Going Forward should this happen again. I think a lot of people wearing different kinds of masks. Please explain to people what the n 95 does and how its different from the haynes brand at target. The n 95 is fda approved mask and takes out 95 of particles i wont get into detail on that. Thats different from a traditional mask youre wearing. Thats really what the n 95 mask is used for and then we have other masks, your traditional ear loop surgical masks. The fabric is made in lexington, North Carolina and the bulk are being made in del rio, texas an other parts of the americas where we manufacturing. Youre doing so well there. The analysts are also very concerned about your Service Business and concerned about elective surgery and concerned about your debt load and i think youve answered the debt load time and again by taking it down im concerned the Service Business is a very tough business i know it has to be done in congestion with supplies, so im not against it but i am concerned that the analysts are so against it. Yes, so let me touch on both of those on the debt, we paid down 20 of the debt in the last five quarters through running our operations better and continuing to be focused on that and if i look at the Service Business, we were clear when we talked about an Earnings Call we saw elective procedures drop substantially in the months of april into may we saw those come back up. We expect elective procedures to maintain around a 90 level for us Going Forward thats part of what that Service Business is, the whole med surge. So while we do sell a significant portion of ppe, we also service the complete acute care system and that has ebbed and flowed as elective procedures have gone down in the last several months. I think we would love it if ppe were to die down but i think everything changed and i think nothing is ever going to be the same again and your company, because it makes it america is the company we have to rely on. I would agree i think what weve seen, jim, is we seen increased demand for building safety stock or for pandemic preparedness and seen new protocols in place youre right its never going to be the same. We have no protocols in place requiring masks and ppe and people now have been wearing it for six months, you know, and you get into a habit of using it and we also see those protocols really being focused on and plus, the other thing is outside of health care there is continued increase demand for that product outside of health care, outside of the Traditional Market and thats an opportunity Going Forward, too. Ive got yours. I got one that looks like a duck bill it kind of funny. Thats right. I dont know. People laugh but it works and thats what matters. Thats right. Thats what matters thank you so much for what youre doing and putting those plants in america. Great to see you. Appreciate it thank you. Thats president and ceo of minor and omi. They are in the sweet spot, people mad money is back after the break. At cdw we get that your it staff is beyond busy. Theyre on the job 24 7 so they sleep when they can. Cdw services can help. Our experts will design orchestrate and manage your most complex technology. So your it people have more time to innovate and get some shut eye. That sounds great. I got malware on my shirt. Should we wake him . Probably should but lets wait until the updates complete. To free up your it staff you need managed services by cdw. People who get it. This moment look at the stock of Royal Caribbean yesterday the big cruise line reported a quarter that fell off the ugly tree and hit every branch on the way down with a 93 revenue decline. That loss of 1. 6 billion yet the stock rallied for tacking on an additional 1. 36 today. Most of the ships cant set sail until november at the earliest because the stock market is about the future, not the president. Royal caribbeans future looks good 4. 1 billion in liquidity thanks to a backstop from the federal reserve. Bookings for 2021 are incredibly healthy. What you expect for a normal year but 60 are from new people which is terrific. Royal caribbean has 1. 8 billion in customer deposits on hand but that may have to be refunded if you wonder how the heck this company is still in business when they havent operated for half a year, the gracious ceo explains its because they have been able to borrow lots of money and negotiate better terms with governments, vendors, shipyards, operators to get through the difficult period lets be real. You have to have the biggest reason Royal Caribbean is still above water, the federal reze reserve. Specifically jay powells decision and Companies Going bankrupt and difficult to Humpty Dumpty this thing. We would defend it, powell enabled a series of companies to raise money and saw carnival able to raise 4 billion at the end of the march they are paying 11. 5 interest but without powell there would be no takers for that bond offering and you know what its very good thing we constantly hear from disgruntled Money Managers that say this is phony and stocks are popped up by the fed and once the fed withdraws the support, the house of cards will come tumbling down. These people are deeply misguided. Y you cant look at this as the fed meddling the federal reserves job to meddle with the free market. Thats why we have a central bank they tap the brake when going to fast and tap the accelerator when going to slow and sometimes floor it the alternatives letting hundreds of companies go bankrupt, millions of people lose their job is it unfair that Companies LikeRoyal Caribbean and carnival got bailed out maybe. But also would have been unfair to let them go under because the pandemic is not their fault. Powell decided it better to be unfair in a way that protects the economy ex pand prevents grt depression levels. The price, a stock market within spitting distance of the alltime highs talk about a highquality problem. The cruise lines were worth saving a lot of people thought this industry would never come back but have come up with protocols to keep people safe and people are booking cruises for 2021 like it 2019 so stop worrying about the feds destroying the market and be thankful the fed chief has a heart and more importantly, a brain. Unlike many of his critics patricia in florida, patricia. Caller yes, jim, can you help me to understand why hotel and restaurant stocks are going up when few are eating out what happens is this, its a very what i call granular. You go and listen to arnie on the marriott Conference Call and he says things are better than they were. You listen to some of the Airlines Ceos and things are better than they were. A lot of retailers are saying things are better than they were that gets people buying because they think there is a trend line maybe things will continue to get better you and i may be worried that thats not the case but the companies themselves are being believed and thats what matters. Lets go to jake in new jersey, jake caller hey, jim, how is it going . Good, jake, how about you caller doing good. Big fan of yours. Thank you caller i had a question for you. With the big ten cancelling fall football, do you see a drive for Online Casino stocks like draft kings especially with the extension of Unemployment Benefits i got to tell you, i think basketball is betble i do think they will try to do football i think baseball is betble pen national is my Favorite Gaming stock for a long time because they dont have mccall and you know i like the bar stool deal i introduced it on the show. So what can i say . Im not talking about daves day trading thing, which is a lot of fun and bringing people in im saying hes running sports and will be the best sports book in the world jay powell is the reason these cruise lines can keep on cruising along hes doing the right thing i think. His moves are not distorting the market, they are saving millions of jobs. Much more mad money ahead. Before covid19 more to buying online how is federal Reality Trust surviving . Im talking to the ceo and then no one has cracked the code on reopening schools but sales force is trying to do its part and i got the exclusive with the women leading the charge and all your calls, rapid fire in tonights edition of the lightning round is stay with cramer this market keeps looking for the pandemic future where things can go back to normal take federal reality here say trust that owns Shopping Centers, not malls, mostly in suburbs, big difference needless to say the Shopping Center business is not in great shape right now. Federal reality reported last wednesday it wasnt pretty and expectations were low and missed badly. They have whole categories of tenants struggling gyms, movie theaters, restaurants. The rent clock for july came in at 76 , suboptimasuboptimal federal reality stocks soared. They raised the dividend by a penny. This is a continuation of a long record and the stocks got a 5. 1 yield. If you believe well beat covid sooner than expected and managed in terms of management, the action sure seems to be saying at least from before everything fell apart late in the day, that this could have a lot more room to run and even with the pandemic dragging on, the downsize is limited and stock down 50 points on the february highs and properties are being valued at a fraction of what they billed them for thats enticing risk reward. Dont take it. Lets dig deeper with the president and ceo of federal Reality Trust and the First Executive weve had on in ages mr. Wood, welcome back to mad money. Jim, its great to be back on hope youre doing well. Doing fine. I hope your family is doing well. Very good. Ive been an oall your calls for i dont know how many years. Ive never seen you bringing the passion, not just including the curse word but the passion you had and i want to give you the floor because people think Shopping Centers are dead. People think nobody is shopping. People think restaurants are done gyms are done. Bankruptcies galore and yet, you raised the dividend. What is that about well, boy, you got to unpack a lot there, jim there is a lot to talk about are things a mess in the middle of a pandemic . Of course, they are. To me, its not about today. Its about a number of things, whether well be able to make our way through this i could not tell you how confident i am thats the case and more importantly, whats going to happen on the other side of this lets start with the dividend for a second first of all, in a reach, the dividend is probably more important to investors as a component of their total return than it is to most companies i would think. So there should be at least in my view a real robust attempt to continue to effectively go through with the bargain those investors paid for when they invested in the company. A notion of a. Continuing investment, 53 years continuing investment, 53 years , since 1967, there hasnt been a pandemic but recessions and things and this company was able to continue to pay its dividend. Why . And how . Were built for this, and were built to power through this and its not just in terms of the Balance Sheet and liquidity which is critically important. Even now at the end of june with 2 billion worth of liquidity in crash and unused credit line with the development were going to do and even with paying the dividend continually, by february of next year, which i think you would agree wed have an awful lot more visibility for the future, 1. 4 billion worth of liquidity at the company. So we can. All right, now you can pay it doesnt mean you should. So let me get there for a second okay if you believe we can, why should we . Its all about our confidence in what happens on the other side of this and thats based on not just the real estate itself but more importantly, every conversation that were having these days with tenants, respective tenants about where were trying to get to on the other side of this, its about one premise, improving where the locations and they are doing business in. Well, putting an Amazon Warehouse improve a location [ laughter ] well have that conversation if you want to about the mall side ill get there in a second if youd like to but not for us not in the Shopping Centers, not not mixed use and lifestyle sub, rather what were talking about is if youve been operating in the b or c Shopping Center, there is that opportunity to improve your location. Now why would you do that . Not only because its a proven retail location but more importantly, today think about it from a tenants perspective they dont know who their cotenant is going to be or landlord is in terms of or meaning to have a landlord that is liquid, that is visionary, that knows they will be their partner in terms of an uncertain future so im in the Restaurant Business when it gets cold, we have no outside seating. We dont know what were going to do. You have a lot of restaurants. Youve come on many times, experience, experience is hurting you. How many Different Companies are bankrupt that are keeping the ones your end but chiselling away at your income everywhere, don . Jim, there is no question that we entered into this whole mess in an over retailed environment, the u. S. , right well, certainly, no matter what category youre talking about, this will exacerbate failings, this will exacerbate the over supply thats the macro condition there is no question about that. To me, that means there wont be not everybody can be a winner here. You better be pretty careful where is your demand going to come from to be able to back fill and to grow and to create value on the other side of this . Thats where im saying look at the improvement in real estate quality that tenants who hadnt had that opportunity before can do now thats what were hearing. Thats not a guess. Do you need does your strategy need a vaccine . First of all, every strategy in my view of a company, any company thats been hurt by this needs a vaccine. Fair. Let get that off the table. Absolutely there needs to be a vaccine but absent that, it doesnt mean from my point of view that we wont get through this and be able to create, everything im thinking about is not about today, its about later in 21 its about 22. It sounds like the same thing but you have to adjust the dividend. You know, look, the enclosed mall business is a different business just going back to the amazon, i mean, can you imagine, the wholl notion of last Mile Delivery of a good has been the fame of online forever does it make sense to effectively get closer and closed in suburban mall to do that sure it does i dont know what that does to merchandising of the mall. Thats a smaller problem, frankly, than, you know, getting the right tenant the in that space but to me, jim, nobody argues about this. The best way to deliver a good to the end user is have the end user go to the store and pick it up thats what what were doing with pickup is the most coff comprehensive landlord organized. Thats not this month or next month. Thats forever thats the way you engage the community with your brick and mortar retail. We have to cut it short look, i know if anyone is going to pull it off, its you. Pull it off read the Conference Call because you lay it oall out and believed after i read the Conference Call and was skeptical before i did, don, but i believe. All right . Jim, lets just show you over time. All right fair enough. Thats don wood, the ceo of federal reality. He did not cut the dividend and did not keep it the same he raised the dividend mad money will be back i am totally blind. And non24 can make me show up too early. Or too late. Or make me feel like im not really there. Talk to your doctor, and call 8442342424. Is time, it is time for the lightening round buy, buy, buy, sell, sell, sell. And then the lightning round is over are you ready ski daddy. Time for the lightening round. Start with evan in connecticut, evan booyah, jim. I had a question about dominos stock. They plan to have twice as many stores in 2025 as they do now. What do you think . Domino stock is a covid19 stock which means it will do better with covid19 than without. As they fix the wings and keep the price down and mom and pops go under, it will do fine. I know thats kind of a shame, but its going to do fine. I have a leg in. Dont be aggressive. Stu in florida, stu . Caller booyah jim i hope we get to see the eagles play this year generation comes out with earnings on thursday whats your take on it look, its a 400 Million Dollar stock and im a big believer this thing had a good run and maybe explodes higher but beyond meat is in for the long haul i like it on the show. Lets go to leo nin new york. Caller thank you for helping small investors. Youre welcome. Caller i bought back in may trilio but the stock is getting hammered. The stock doubled this is what happens it a stock that people feel does better with covid doing unfortunately well jeff lawson was on tv today and tells a great story. Let it come in its fine. It got a little expensive, al little ahead of itself but its fine lets go to john in ohio, john caller booyah, jim from ohio. There you go. Caller hometown of ben roethlisberger, go steelers. All right not my division. Go ahead. Caller hey, jim, camping world shares fell despite beating expectations is this more of a pandemic camping world no, no, marcus is really i think marcus didnt seem to like the stock until it got higher but it got below the market cap. I think its very well run i think that people are going to continue to like camping i do think the stock has had a major, major run and all stocks like that are susceptible for a pull back but look, he is a very good businessman, a very, very good businessman lets go to rob in massachusetts, rob caller hey, jim. Hi. Caller dominos, it is projected to grow past 100 million in revenue. They are good security stocks are trading at one cohort and thats not good i think the stock could come down a bit and that would be including crowd strike includes octa and palo they had such big runs but it is a very, very good company. Anthony in georgia, anthony . Caller jim cramer, anthony from atlanta ive been waiting my entire life to do that. Booyah back. His entire life. Thats how long weve been on. Reporter caller this company has a couple billion incaller this c couple billion in revenue and they hope the Trump Administration will rollback for 8 million in revenue would you double down on, wait for it, walcom no, you had had a huge move why would you double down . The stock is up gigantically if it pulls in i would be interested no, it had a big move. We dont double down after, we double down before and that, ladies and gentlemen is the conclusion of the lightning round. Announcer the lightning round is sponsored by t. D. Ameritrade a masters in Chemical Engineering and youre technically a genius. And it appears youre quite the investor. I like to trade. Well, Td Ameritrade has pros ready if you need help, say talking through a new strategy. Just in case things, you know, get a little rocky . Im sorry on the upside i think thats waterproof. Maybe not. As business moves forward, were all changing the way things get done. Like how we redefine collaboration. How we come up with new ways to serve our customers. And deliver our products. But no matter how things change, one thing never will. You can rely on the people and the network of at t. To help keep your business connected. Our government at all levels has repeatedly dropped the ball dealing with the pandemic, but the private sector stepped up with sales force leading the way. A few months ago, they rolled out a new resource called work. Com designed to help businesses reopen safely the only state in the northeast that quickly got the initial outbreak under control now back to School Season is almost upon us and reopening will be very risky so earlier today sales force announced they are real evolling out work. Com schools to make data driven decisions and communicate with students and teachers and support Remote Learning if face is face isnt safe sales force is donating 20 million to support Public Schools in five major cities San Francisco and oakland where they are based, indianapolis, chicago and new york with a focus on advancing equality and closing the digital divide, thats a key statement poor students dont often have a fast enough internet for zoom or equipment. Business can be a powerful source for good. Sales force is really exhibit a. So lets take a closer look with ebony, sales forces chief officer and the Foundation Welcome back to mad money. Hi, jim thanks for having me. Ebony, once again, we look at the market and we say to ourselves, okay, companies have to step up because governments cant seem to get it right so many parents are worried about what is going to happen in the fall the leaders dont seem to know what sales forced a vice you know, jim, i want to back up a little. We know covid19 has completely transformed and consumers have transformed every aspect of our life and one of the most notable is in education where the pandemic stepped into motion, theories of enter connected crisis of inequality, health and safety, access and opportunity whether youre in kindergarten or college, this is challenging for students and parents everywhere you know, because on one hand, we all recognize the importance of getting our stoonludents baco school, their education, social and emotional and Behavioral Health depend on it. This 357b dpandemic is still noe control and the health and safety has to be the top priority at sales force we want to do evening we can to support schools and put sales force behind the education and announcing work. Com for schools to help schools reopen safely and that 20 Million Dollars as you emphasized to support oakland, San Francisco, chicago, indianapolis and new york city Public Schools as they navigate in this new normal so we are bringing the number one crm platform all this technology to schools to business to government, and were really excited to be able to have this available for schools today. You know, ebony, one of the things i thought was great there is a particular part of this where youre granting principles, the ability to be able to direct so often givers come in and say i want to get in and this is what you have to do and they dont know what a school needs. We believe the principals are the ceos know what is going on we have the principals innovation fund. And it gives principals the ability to direct unrestraighted funds. Last year 100,000 this year we doubled it in light of everything going on so its 200,000 giving the middle School Principals the funds they need to support their schools really excited about that. We all in the Business World know sales force do the educators know what you guys can do . They do we have an entire team and organization dedicated to supporting education institutions from kindergarten to college so we have some really amazing organizations that were supporting with our product. Now, how about this students success hub which is another thing i think you guys are doing from everybody else. Thats right. So youre so right, jim. There is so much more to a Students Experience and school when we think about investing in education, we want to think about the whole hild kids cant learn if they are hungry, homeless or dont have the support they need. So really what were doing with the students success hub are providing that work. Com technology and thats really a command Center Administrators can see Realtime Data to make an informed decision it Contact Tracing so schools can track the spread of a virus and enable schools to manage facilities we know there is so much going on with the students and schedules and you think back to your own learning career with bells going off. It chaotic and crazy and including giving schools the ability to see if faculty and staff are healthy and the most important piece, it allows schools to manage Critical Communications quickly to reach families via email, text or phone and helping counselors and support staff remove the barriers to suntudent success giving a view of the progress and create personalized learning plans to reach out and say, you know, i need a device and provide the device we dont have wifi, we need food schools are the backbone of communities and we need to do everything we can to support them. How do you do everything . Youre head of the Racial Injustice committee. I spoke to mark before hand, and he said, you know what i often have to learn from ebony about what to do so i know you got your hands full and youre doing an amazing job how do you keep it together . You know what it doesnt feel like a job when youre doing good and doing well, it just is a privilege to work at sale rs fors force ever. Were excited about the work and its a team effort everyone whole heartily believes in this and were excited today we can do more good. Im proud to have met you in person and hope to see you again sometime and congratulations i cant wait. Well see each other. Congratulations on the work you do and on the charity of sales force. Great to see you again thanks, jim. Thats ebony beck, chief officer and ceo of Sales Force Foundation someone is helping the Public Schools. Stick with cramer. In a highly capable lexus suv at the golden opportunity sales event. Lease the 2020 rx 350 for 419 a month for 36 months. Experience amazing. At your lexus dealer. Tomorrow join the cnbc Small Business play book Virtual Summit as we provide resources to survive todays crisis and a path forward to thrive im going to be talking with Sheryl Sandberg and you dont want to miss it. Go to cnbc vents. Com Small Business playbook and register now. I like to say there is always a bull market somewhere and i promise to find it just for you right here on mad money. Im jim cramer and ill see you tomorrow narrator 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. To add affordable and sustainable protein to a favorite snack. Hi, sharks. My name is rose wang. Im from San Francisco, california,