Unraveling the dow gained 131 and s p inched up but tech, yes, the tech heavy nasdaq declined. 60 . I say get used to this this kind of volatility is now here to stay i think september is the month this whole new investors who believe that stocks only go up, i think they get a rude awakening. Sure, long term stocks do go higher they have. They tend to do so but not long run, were also dead short term, when they go down, they go down hard. Which is why you need some cash on the sidelines cash king to treat these pull backs as buying opportunities and not be afraid. With that in mind, whats the game plan for next week . Housing is among the strongest groups thanks to low mortgage rates. Thats how lenar could rally 40 . I dont want to hear this gain is fake because the Federal Reserve is propping up the economy. When you take that money to the bank, they dont care. In our reports on money and after the close and unfortunately, i think the easy money here is made even though i think its a fabulous company. Lets see what they have to say about the covid induced flight and the terrific things about the stay at home economy i want to know if lenar is turning offices into houses and if potential homeowners want these features remember, im actually looking for Home Builders putting two offices in homes the drug stocks have been horrendous because they are an easy political target for both parties and because they are recession stocks where the economy isnt receiving, its accelerating everybody is focused on the race for a Covid Vaccine in the broader economy but really doesnt matter much in the pharmaceutical industry as much as we like to think it does. There is no way anybody makes big money off a vaccine. When it comes to big pharma, i care about blockbusters and thats why we pay close attention to when pfizer holds a meeting on monday. Vaccine news and back down to 35 we might hear Amazing Things from the company and slow to produce new drugs. Tuesday we hear from two of my absolute favorite company. Fedex and adobe. Fedex can talk christmas surcharge and overseas strength including china. I bet they will be ready for the holidays im so confident about this one, if it rallies too much, switch directions and take the pin action and go buy some United Parcel because i think the pin action is going to be incredibly strong as for adobe, they are crucial e commerce helping individuals and Small Businesses operate at a time brick and mortar doesnt work no fewer than five analysts have boosted numbers or upgraded this company in the last five days. Im betting adobe could have a great year in 2021 raises, raises the outlook look, at the end of the day fedex and adobe are essential. Adobe makes it easier to sell stuff online you dont need to be a Rocket Scientist to figure that out also, on tuesday when we havent talked about enough, although, id say that in my twitter file people say i never talk about it thats not true. Camping world holds the virtual analyst day and this stock has gone from hero to zero back to hero again there is a round trip. It goes higher after ceo marcus, you might know him from the profit how amazingly positive the pandemic has been for the camping business and this age of social distancing, camping is arguably the safest way to take a vacation camping world has to be crushing it they have to be selling tons i wonder if they will talk about guns hit them or like them, demand is off the chart. Can they say the kraft heinz the old brand came back to life but now the pantry is stocked and we have to wonder whether kraft heinz is seeing continue strength like b and g foods and campbell soup. Well find out if their virtual Analyst Meeting on tuesday oscar myer when you thought you heard enough about peloton after last nights quarter, they are holding an Analyst Meeting, too. You cant get enough of these guys promising new equipment may be an echo system as long as gyms are closed, peloton should sell lots of exercise equipment. This had a spike and a 14point collapse in 24 hours, not reawe su reassuring jay powell speaks on wednesday and usually they like what he has to say powell doesnt go out of his way to be like that. I think hell urge congress to pass a bailout and broker a deal between democrats and e are p republicans. You want to know a great thing about the market i keep wondering why the heck the stock of Hermann Miller, the maker of Stylish Office chairs has been plflat lined for month. Everything is connected and on fire not only does Hermann Miller make my favorite air but it has all sweet and gorgeous furniture under the reach name plate this is far from cheap and neither is rh. Can Hermann Miller when it reports wednesday after the close . I think it says mostly unlikely but maybe their stuff is too expensive for your typical home office could be a trade next up, moderna id love to hear what else they have in the pipeline besides the covid19 franchise maybe well get an update how the big vaccine franchise is going. I wanted to join the trial but the incident with as tra sevtras giving me cold feet. There is a reason they need to test this stuff. Mosaic says anything good about farmers, that should immediately translate into even more buying and the stock of john deere, which has been an incredible performer. Why do you have to buy all the ring centrals in the world and buy deer and cat the bottom line, look, i know its not huge news week but this market is badly in need of a stimulus package and the next move hinges on whether or not congress can get its act together to pass something an event the market needs to break out of the drums you know what were going to do tonight . Start with a video caller. Pete in new york, pete caller hey, jimmy chill. How are you . Its pete here in new york time to go back to school. But who is going back to school . Call letter chgg online textbook, online study, whats your feeling reporter we recommended it at 3. It happens to be a big eagles fannin the less. A tight end who seems to be unhappy with our team. Here is what i have to say he had a huge move justifiably but pulled back really big. I would put on a half position that would be people that say its head and shoulder and hold the trend line kevin in idaho kevin. Caller mr. Cramer, its an honor. Same. Caller im calling today to extend to you and your staff a huge boise state booyah. My wife looks at the covid states, idaho refuge, maine, refuge go ahead. Thanks again. My question today is on nvcr i bought the stock in late 2016 or so on your recommendation as a speck play around 9 today its trading at about 89 treating field therapy is very successful and gio blastoma and having the same success in phase three trials with brain cysts, small cell lung cancer, pancreatic cancer and ovarian cancer. Look, as you know, i recommend the stock when it was incredibly low because of a late friend of mine that managed to live far longer than anyone thought he could because of novacure ive done a lot of work on it. Most recently, its still a great place to be. I need to go to suneal in north carolina. Caller jim, a big booyah. Thank you for all that you teach. Youre very kind. Thank you. It is a teaching show. Lets not forget that. Its a teaching show these people on twitter who wanted to be something else, go to another program lets go caller all right, jim. So recently you have been suggesting to take occasional profits. Yes. Caller is apple an exception since you always say own it, dont trade . Thank you. There were no exceptions. For my travel trust, i dont like this market i didnt think about what the stocks were. I just said, i told jeff marks i want every single tech stock i own reduced. I did not even want to look at the names. We had too many of them and i didnt care what they were and yes, in that case therefore apple which weve owned. Its not a fall on apple. Another stimulus package, the fact that everything is in the balance for the next, say, 5 Million People will be laid off or not on mad money tonight, im bursting the bubble of the fed bubble talk and offering an ipo perimeter to prepare you for the school of companies snow flake and ricola sorry, nikola stock tumbled today as it refuted. Im looking at both sides of the argument you got to do the quote signs. If you look at a recap on print, you didnt see these and, you know, that kind of thing anyway, 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 cnbc. Com or give us a call at 1800743cnbc. Miss something head to madmoney. Cnbc. Com. Incomparable design makes it beautiful. Stateoftheart Technology Makes it brilliant. The visionary lexus nx. Lease the 2020 nx 300 for 339 a month for 36 months. Experience amazing at your lexus dealer. Is the people you share it with. Tmobiles new offer on iphone better experience amazing so right now switch and get two new lines of unlimited for only 90 and get 2 iphone 11s or 2 iphone 11 pros on us. All on tmobiles most powerful signal that goes farther than ever before. Hurry into tmobile now and get two iphone 11 s or two iphone 11 pros on us. Only at tmobile. The big events are back. Xfinity is your home for the return of live sports. We keep hearing the Federal Reserve created a bubble in stocks i dont know what to do with this rhetoric. Sure, the fed did its job. We would be in a worse place if they hadnt turned on the Printing Presses and backstopped corporate bonds. We might be in a depression right now if they hadnt taken that extraordinary action. Sometimes when the fed does its job, we have low Interest Rates and those are good because they make the competition less attractive that doesnt mean were in a bubble what makes me so sure . Aside from the cloud stocks, there is really not much out there that could be described as bubblishou bubblishous. Look at citi group hes handing it over to jane fraser, the first woman to run an American Bank shes done a great job with one big exception, the stock he took a banking disarray and turned into a fabulous Growth Engine and returning 80 billion when you consider selling 106 billion company. They generated 7. 5 billion in income and now generating 19. 4 billion and reduced the efficiency ratio on when the bank spends versus net income and common equity surged from 5 to 12. 1 and the stock now is a tangible book value worth north of 70 yet, the stock tells a very different story. Holy cow s s p. Citi group that is a bubble as of yesterday it was 51. Thats a 37 gain. Over the same period, the s p 500 is up 130 it trades to the book value, what it would be worth if you lick da liquidate and nobody cares thats not a bubble. S citis performance would have looked better. Oh, and its down more than 10 since fed chief jay powell turned on the juice. Some bubble. If city were in any other industry, it would buy back more stock or boost dividend. Banks cant do that. Plus, it cant be bought by the bank because there is too much e higher you cant stick your neck out and own it you cant. And just because its cheap doesnt mean its looking cheaper. The bubble thesis doesnt jive with health care have you seen the big pharma stocks down 17. 5 since created the cramer covid19 index. It doesnt help that joe biden and donald trump only seem to agree on one thing, drug companies. That rhetoric rarely amounts to anything but freaks out the stock market until after the election the banks and health care are gigantic core horhorts. Airlines, travel, leisure, oil, gas. You think the cruise lines are in a bubble . Too high arguably because of the newbies buying them but some bubble same goes for retail aside from the essential operators and home related play. So where does this leave us . If you want to argue that tech stocks spent months skyrocketing because theyre the only group you can rely on, be my guest thats not a fed mandated bubble its the pandemic. I dont know how these people can live through this moment of mass k we mask wearing and social distancing and the key driver of the action they know there are 500 stocks in the s p and seem to have no idea what most of them do. Stick with cramer. This is decision tech. Find a stock based on your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. 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. Everything we have, weve earned. The unmistakable lexus is. Get zero percent financing on the 2020 is 300. Experience amazing at your lexus dealer. The ipo market is going to shift in high gear next week with at least eight deals including hot ones like snow flake, which is a cloud based Data Warehouse company that wall street is salivating over. I dont want you buying something you dont know what it is were looking at the listing of technologie technologies, the surveillance with the airbnb ipo coming not long after in other words, were going to be deluged with deals. There is very few things that can kill a blood market but initial openings will do the job. Stock markets, when you flood a market with additional supply and demand stays the same, prices go down thats why i tend to get concerned as we head deeper into the ipo cycle. Its not a great thing to see these deals coming look, weve already had a ton of deals this year already. 111 up 5 from last year, raising about 8 more money than last year. Thats huge considering we have tons of ipos in the first eight months of 2018 these numbers dont include the money into special purpose accusation corporations called spacs that are raising fortunes. Tonight i want to go over big names but also keep you apprised or something that could be detablizing for the averages nobody talks about this except for me i used to do work and i can tell when you see this many stocks, what happens is other stocks will be sold and lets start right there with one of the largest deals of the year with good reason. This will be the third tech company taken public by snow flakes ultra bank ceo you might remember him as the ceo of service now before john took over as a regular gust hes here unstoppable aholik this would make it the second highest ipo of the year. I suspect it will be a high end of the range because there is a lot of demand for snow flake we learned sales force and burke shire math away agreed and it can carve private placement. I really wasnt expecting a mark warren buffet team im conflicted because i trust marks judgement sales force practically invented the cloud. The last time they did this is with zoom video that became public throw in warren buffet, the ultimate value into the opposite of the value stock including Something Special about snow flake. Even if neither were involved, just salutemans name alone gets you a red hot deal the it will be too red hot unless you can get a piece of the actual deal. It might be too expensive, other weiss. Well revisit in more detail next week. When i started out, if i could have gotten 100 shares of this, i would have grabbed it. 100 shares on the deal there are at least three more Software Ipos coming next week though and all of them are less enticing first, you have Unity Software that makes one of the most popular engines for video games. Second, there is jay frog, which is in the space thats short for Development Operations this is one of those lucrative quarters of the cloud base Software Space you have a cloud log management play im not familiar with this one but what matters is youve got four cloud deals coming next week and that causes some Portfolio Managers to sell current Cloud Holdings that they have to make room for the new ones call it cloudy with a chance of meat balls what else is coming next week . Well, at least in the next couple weeks, we have a Couple Health technology plays on the show before, amwell and good rx. Business is booming thanks to the pandemic who wants to go to the doctor in person when you can Video Conference given teledoc is merging, amwell could be the only publicly traded pure play and once again, i reiterate the livongo deal is fantastic. It will be the rising star for good rx this is a company that helps save money on prescriptions. They have an app that lets you comparison shop and 50 Revenue Growth in the first half of the year and highly profitable im a huge client and think the world of it. At a time when people pay close attention to health and bank accounts, good rx seems like a winner again, though, it depends on the price. You dont want to buy something that comes in too hot. Weve also got a couple big direct listings coming in the near future from software companies. Now, direct lessee is not an ipo. You list a bunch of shares without raising any new money. Thats how spotify became public in 2018 and did poorly at the beginning and soared and how slack came public last year, kind of the opposite the jury is still out whether these listings are a good idea the company doesnt get the benefit of the wall street height machine you as an investor dont have to cope inflating the stocks valuation out of the gate. I always thought it was a cool idea because you dont have your management flying all over the country when it should be working. How about these direct listings . It helps organizations buy vast quantities of information and they work from the pentagon to the nypd and more recently started doing business and a little controversial and cofounded by peter but hes bankable and on top of that, it is a nightmare they plan to have shares and give the founders variable shares and 50 of the voting power at all times makes you thirchg likei think like a state its the early interest hasnt been as strong as the company or anybody else for that matter second direct is asana collaboration created by a cofounder of facebook it has a terrific growth rate at 82 in the most recent fiscal year and also consistent money loser. I think it will be a good test case for what this market value skpls you s and youll hear a lot about it because of the loss. What else . We dont have a date for it but there is another Cloud Software ipo called Bentley Systems then they have infrastructure for engineers and one of the best of all. Im looking forward to this. We have to deal with cramer fav airbnb somewhere down the line that could be pretty big deals and suck up cash and sell stock for these stocks after the last couple weeks these ipos makes me nervous. Some of these could be enticing especially once they start tr t trading. Here is the bottom line. When we get public offerings, its a bad sign for the rest of the market why . Money managers doesnt have new money coming in so they have to sell holdings that are like these stocks to do buying. Given september 10 will be a bad month for the market and not doing great so far, im urging you to be prepared as these deals start flowing. So once again, please have some cash on the sidelines. We didnt have cash king the other day as i think youll need it as we get closer to the end of the month were going to arthur in arizona. Arthur caller jim, how are you . Whats happening . Caller i became interested in a Company CalledKensington Capital accusation when i found out they are participanting with a foreign fund in a project involving solid state batteries. Certainly, very lotble from an economic perspective. Right. But does the management possess the quality to bring this socially worth wile project . Boy, we got so much home. We are doing a home segment tonight. I got to tell you, the lack of knowledge about what were doing here makes me uncomfortable and you may as it is, i cant figure september 22nd. I got to take a pass but ill do homework and find out any other spac other than the one im not happy about. Lets go to gilbert in california caller hey, jim, how is it going . Couldnt be better. How about you . Caller hanging in there with working and 9 11, thankful for those sacrificing soldiers out there overseas and making sure were safe at home my main question on smile direct club earlier this year i had my position below 9 at which then the stock tanked after. Right. Caller so since the stock bounced back significantly and pushed higher above that long term resistance level. Yes. Caller with the help of analyst and insiders buying, of course, i initially bought smile direct club for a stay at home teledentristy shutdown so my main question is whats your opinion on natural Sustainable Growth of mile direct club with competition from align technology i like align. This stock has went up a lot thats a good sign but, you know, we have align on and we think the world of align and were not backing away from align and thats the way we look at it. Were about to get a shrlew of w companies. Im not concerned how great they are, good rx is going to be amazing. I hear nothing but good things about amwell its all about price so keep some cash on the sidelines and try to actually get in to these two deals. Call your broker on monday much more mad money ahead including my take on nikola. Not rikola but nikola. With shares plunging amid a dispute over fraud allegations, im breaking down the action and school is back in session so you know what that means finally with the calls, well do homework and all your calls, rapid fire in tonights edition of the lightning round so stay with cramer. For skin as alive as you are. Dont settle for silver gold bond champion your skin now you can trade stocks and etfs for any amount you choose instead of buying by the share. All with no commissions. Stocks by the slice from fidelity. Get your slice today. Every curve, every innovation, every feeling. A product of mastery. Lease the 2020 es 350 for 359 a month for 36 months. Experience amazing at your lexus dealer. I hate to say i told you so. Thats a lie i love it. Great feeling. You know what . I told you to stay away from nikola corporation, the electric slash fuel cell powered truck play with the stock spinning out at eight wild ride. A few months ago, we started talking about this nikola right before we came public, the merger with a special purpose acquisition company. I predicted the stock would spike right out of the gate because all the sexy stuff people love. The robinhood types and i said what do you have to do sell, sell, sell. Because it looked less like a business and more like a business plan. Not much in the way of sales not earnings whatsoever and no production for years sure enough nikola surged higher running from the 30s to around 94 but quickly peaked and the stock is working its way lower oscillating wildly on the way down including a monster 15 decline today that took it back to the low to the 30s. I want to circle back to this one because it had a truly crazy week i can teach you a lot about how to be a better specklator. On tuesday nikola received what sure looked like the ultimate confidence we learned that they would be partnering with General Motors to build their new pickup truck. In response, nikola stock pole vaulted from 35 to 50 in a single session then yesterday morning a short selling Research Firm published a devastating critique and the stock has been tanking since to the point where its now giving back the gm gains and then some. Didnt help managements response seemed ill advised. Ive been walking through this step by step you must know from the top the Research Firm, people behind it are shorting the stock theyre trashing not illegal but you need to know that because thats important for the people who own nikola. First was the gm deal. Not only did they partner with nikola until the upcoming electric pickup truck, which i call the honey badger because its an infamous animal because the honey badger doesnt care and taking an 11 steak in the business they are getting that steak in exchange for in kind services, not cash nikola will use gms batteries in electric trucks and fuel cells according to General Motors, the deal is worth 4 billion to them and nikola about the same number that sounds positive, doesnt it there is one issue, one little issue. A big accomplished Company Partners with a high flying tech startup for technology that doesnt seem to be the case aside from the software if anything, its the other way around gm is providing technical to nikola when the ceo of gm came on squawk box yesterday she sounded so excited she was jazzed very excited about how the deal will let them scale up manufacturing more cheaply because nikola is planning for an expansion im sure thats true there is one part thats a much larger electric vehicle strategy for the giant which a lot of people think will spin off the business still, the market loved the story with gm stock jumping 8 on tuesday and nikola jumped more than 40 . To be fair, nikola pulled back on wednesday because of profit taking people dont want to run too far, too fast. The narrative is very positive at least until yesterday morning. Enter the lead balloon hindeneburg research how there were serious allegations here they claim that nikola ceo lies and have the ability to produce oxygen, hydrogen, about having solar pants and owning natural gas wells and claim hes lying about the truck. Now some of these allegations have been confirmed by bloomberg. There is something here. A little smoke a little fire. Hindenb hindenburgs core argument is simple, they say the truck doesnt work the demonstration videos have been faked or heavily misrepresented for example, according to financial times, nikola apparently showed a video of a semi truck rolling down a hill and edited the slope out to make it look like the truck was running. Raised eyebrow thats not even the craziest stuff. They claim nikola signed a letter of intent to buy a Company Whose president had been indicted for using Massive Research funlt evds to pay for prostitutes. A curious business decision, i must say after learning the Companys Technology didnt exist, trever milton allegedly kept hyping this tech as a game changer. Another one, the old cfo resigned in 2018 and filed a lawsuit against nikola a month later that ey refunded deposits hinde hindenburg said many executives seem unqualified for example, nikola is head of Hydrogen Production is the ceos little brother a contractor in hawaii im not asking for an executive but this is not necessarily the guy you want to go to for fuel cell technology, maybe hes a total wiz. Got a lot of smart people. For fuel cells to work, you need a cheap source for hydrogen. Hes repeatedly said that nikola succeeded at reducing the cost of hydrogen by 81 versus its peers, however, when pressed, e heedh heedhe ed admitted it. For example, the company used inverters that claimed to have been made in house but hindengurg said they slap on a new label. You cant make this stuff up there is a monster amount of accusations. Could be a great movie in here like a netflix thing it gets better or worse if youre a shareholder after the report came out, the ceo kept going on instagram and twitter promising he was working on a point by point rebuttal they said they will sue hindenburg research. Thats what people do. We reached out for an official comment to get something more in depth, so far they havent responded but its a long weekend. Ill be in my garden you can reach me this guy keeps posting on instagram and increasingly sounds like the erratic black turtlenecked Elizabeth Holms take a look. When youre changing the world and doing good things and youre an entrepreneur, these people love to try to take you down they love it but this is all about money and greed. First they think youre crazy, then they fight you and then all of a sudden, you get that video ive got to tell you, if hindenburgs research is lying, s some of this stuff may be easy to dispute release the video. Easy that would shootdo down fast instead, the ceo is deleting old tweets and posting things on instagram that dont belong like the fact that nikola had a call with the fcc about these allegation allegations. Nothing wrong with that. The Research Report is a hit job with no substance and will have a response next week thats okay. I get that i await the response the guy from hindenburg, nathan. Yeah nathan now, maybe the whole report is a tissue of lies aside from the stuff thats confirmed by outside news organizations but thats the problem with speculating ochoenn a company. Nikola is so early in the development, it can be hard to tell fact from pulp fiction. If you buy an early stage tech company, youre beltitting on management right now maybe its not that great a bet. I dont know if it will crash and burn the rebuttal i expect monday on my desk, lets say some allegations made me feel like the stock remains a sell mad money is back after this what if you could have the perspective to see more . At morgan stanley, a global collective of thought leaders offers investors a broader view. We see companies protecting the bottom line by putting people first. We see a bright future, still hungry for the ingenuity of those ready for the next challenge. Today, we are translating decades of experience into strategies for the road ahead. We are morgan stanley. With the icon that does the same. The rx, crafted by lexus. Lease the 2020 rx 350 for 409 a month for 36 months. Experience amazing at your lexus dealer. It is time, it is time for the lightning round. Buy, buy, sell, sell, sell and then the lightning round is over are you ready ski daddy. Time for the lightning round lets start with jacob in louisiana. Jacob . Caller hey, jim, whats going on today you know, usual day how about you . Caller all right im doing good so just wanted to ask you about this one stock i had ive been having this for about two or three years now i have profit at about 20 but i dont know what is going on. Its been sluggish as of late. The chart made a double top and even down on market up day i think it was wednesday i dont know whether i should hold or not and thats pride ma for ye materials. They have very good we had them on recently. I like look, i am in the end a guy who likes amd and nvidia and i like broadcom. I need to go to randy in alabama. Caller booyah, jimmy mad money chill first time caller. Sweet home. Whats going on . Caller shoutout to my 18yearold son grayson that just invested in the market. I want to ask about a stock i purchased in april its a classic stay at home stock. It hasnt been effected by the recent sell off. The stock is new skin, nus. Its a direct seller and i dont comment on direct seller companies. Why . Because you know what . Ive been in a spin cycle a long time in my life and i want the washing machine to end lets go to anthony without my cell phone, lisa, anthony in new jersey, anthony . Caller jim, oprx Cloud Based Health company. Im a good rx guy i like the good rx thats coming public soon. Juan in nevada, juan caller is that jimmy chill yeah, its the chill man. Caller hey, jim. I dont know about you but im sure glad football is back. I am, too i mean, you know, i dont know about the mask, coach. I dont know about the mask. Whatever whatever makes it caller hey, jim, i was looking to add my position on this stock black stone group. I like black stone group. You should do it terrific managers. The right time to be in it the stocks come down down 8 for the year im game lets go to tim in new jersey. Tim . Caller good evening, jim on this somber september 11th lets not forget a shoutout to nypd, new York Fire Department and my Police Department cranford pd in new jersey. My question, jim, is horizon therapeutic azmt should i buy, hold or sell i want to echo all of your kind thoughts and youre right and its been i did a special and i wish you could recall the special because it was about four years ago i think it was one of my more thoughtful thinks ive done. Horizon therapeutics had a big run. Up gigantically almost 100 . I have to say no at these levels lets go to bill in arkansas, bill caller yes, how are you doing, jim im good. How about you, bill . Caller doing great firsttime caller and thanks for the work you do and the money ive made since march. Thank you caller id like to ask your opinion about purple invasions and how the call will affect the price. Its mentioned there are certain stocks i dont like direct selling i have never made any money in the mattress and bedding business you can say this time is different. No, i mean, at a certain point, look, i have all the stocks i need im not going with the mattress and bedding. Lets go to brian in florida brian . Caller hi, how are you doing, jim doing well. How about you . Caller oh, couldnt be better. Okay. Thats great. Caller im wondering can i ask the question sure. Caller im thinking about investing in the walt disney company. Do you think thats a good thing or bad thing no, i think its a great thing. Im so sick of hearing about the doubt. Now, like china. I remember, what happen now we own china with disneyland so give me a break. Were the winners, not the losers, and that ladies and gentlemen, is the conclusion of the lightning round. Announcer the lightning round is sponsored by Td Ameritrade take off. Take off. You downloaded the Td Ameritrade mobile app so you can quickly check the markets . Yeah, actually im taking one last look at my dashboard before we board. Excellent. And you have thinkorswim mobile so i can finish analyzing the risk on this position. You two are all set. Have a great flight. Thanks. Well see ya. Ah, theyre getting so smart. Choose the app that fits your investing style. Makes it beautiful. Stateoftheart Technology Makes it brilliant. The visionary lexus nx. Lease the 2020 nx 300 for 339 a month for 36 months. Experience amazing at your lexus dealer. Experience amazing tmobiles new offer on iphone 11 pro is even better on our most powerful signal. Switch and get two new lines of unlimited for only 90 and 2 iphone 11 pros on us. Only at tmobile. Now that back to School Season is upon us, its time to catch up on our Summer Reading at the last possible moment. When i get a call from a company im unfamiliar with, i promise to do homework and get back to you rather than cuff it. Back on july 15th, i know a long time ago we had a lot of homework karen wanted to know about a company. If you need to know, this is a tiny company with a 316 Million Dollar market capization almost too small to mention on the show there was a tired portfolio of generic and branded drugs nevertheless profitable. They were using that money to develop a treatment for droopy eyelid with the goal of becoming less generic and more branded. At the end of june, they resubmitted a new drug application for a spasticity drug they have been working on but had to shelf it a year and a half ago two months ago, they got fda approval for the droopy eyelid drug that was a game changer it sent the stock from 6 and change to 8 and change. The problem is it came back down a few days after the approval, the Company Announced a 5 million share secondary offering and turns out there was a lot less demand for this deal than management hoped it pulled back harder. My view at this point is too speculative for me next up on july 21st, lynn in texas asked about an old friend, the company used to come on all the time. Systems. I said i need to refresh my memory its a real dog long term. After speaking above 300 on our show, the stock is a horror show high level management, they had three ceos in the last 14 months before the Pandemic Alliance was in bad shape and covid came along and the Stock Plunged down to 20 in the march lows that was an over reaction and alliance rebounded to the mid 60s by june but the second big outbreak started in the sun belt the stock got slammed again. This is tricky covid is only the latest of the problems, its still a big problem. Its hugely dependent on air travel a lot of these are Airline Miles programs beyond that, the core credit card business is depending upon a healthy u. S. Consumer on the other hand, this is important. Alliance data stock is really cheap. It sales for roughly four times next years earnings estimates but here is the thing. A lot of people lost money betting ohio state got too cheap. They were expected to earn 20 a share in 2020. At 100, it was selling for five times earnings looks cheap, right its only expected to earn 6 per share and 10 and change next year. You know what that means value trap i will say this, alliance reported a bad quarter over a month ago and the stock rallied anyway and thats usually a good sign that says the weakness is baked in i think Alliance Data can come roaring back if we get a Covid Vaccine sooner than expected but there are better ways to play a recovery it doesnt help they lost way fairs private label just today. Id much rather go with visa or mastercard, which my travel trust owns or paypal or square finally, on july 23rd, a Company Called moog, i said id circle back ive known this company for years. It makes precision control systems for military, satellites, space vehicles, marina equipment, medical d devices. Its about a 50 50 split the defense business might seem risky but you got to remember that joe biden is not bernie sanders. Defense spending is not on the ballot its been a long term winner two decades ago at 10 and february peaked at 95 and covid hit and the stock pulled back hard over reaction. Since then its recovered to nearly 60 well off the highs in part because 19 of the business comes from commercial aircraft not a ton of demand there right now. That said, they had a bullish investor day and can work if recovery plays come back in style, as i see it, its a good solid industrial innovator parts of the business may be in rough shape now but got a terrific track record long term and i think they will come out in a better position given that september tends to be a difficult month, why dont we do this . I recommend legging into this gradually because there is a good chance youll get a better price but moog is a very good company. Stick with cramer. We got no free pass. Everything we have, weve earned. The unmistakable lexus is. Get zero percent financing on the 2020 is 300. Experience amazing at your lexus dealer. I see a new kitchen with a grill and ask, why not . I really need to start adding less to cart and more to savings. Sitting on this couch so long made me want to make some changes. Starting with this couch. Yeah, i need a house with a different view. And this is the bank that will help you do it all. Because at u. S. Bank, our people are dedicated to turning your new inspiration into your next pursuit. Every curve, every innovation, every feeling. A product of mastery. Lease the 2020 es 350 for 359 a month for 36 months. Experience amazing at your lexus dealer. Remember, youre starting to see patterns and i want you to be aware of them if youre a trader okay you go down hard and then people feel somehow overnight that the market has gotten better so we rally at the opening, particularly tech and the people who bought in the last half hour come out and start hitting bids to knock stocks down i need you to use that strength in the morning to lightening up and get that cash position that i want you to have so much because you know i hate september. Im not done worrying yet. I hate september i like to say there is always a bull market somewhere, i promise to find it just for you right here on mad money. Im jim cramer and ill see you monday welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. If they hear a great idea, theyll invest their own money or fight each other for a deal. This is shark tank. Who believe they have the next big thing in toys. Hello, sharkaroos. Hello, sharkaroos. Im rachel mcmurtrey. And im steve mcmurtrey. And we are the proud owners of. The jungle jumparoo. The jungle jumparoo. A better way to bounce. We are asking for 100,000 for 20 equity of our company