Those two tenets define the session today. Nasdaq losing 5 pot 07 . The reminder that you have to heed the market unless, of course, youre willing to take a beating and may i say its a needless beating that you can sidestep if you simply listen to the footsteps of the thundering herd. What were todays footsteps . For starters, lets respect the fact that once against our domestic oil and gas stocks, of which i am the only one who keeps talking about it, just wont quit buy buy buy, buy buy buy, buy buy buy, buy buy buy. Many of seem to want to know when im going to drop my obsession with these stocks or something. The answer is perhaps when they start making you money . What caused them to go geren . Fist new data from the permian basin. Showing that once again theres going to be a giant guide up in the amount of Recoverable Oil coming from that oldtime basin. New pipeline coming in to relieve the gluttonous sprayberry field which pioneer says is the second biggest field on earth. And then the giant position along with several other plays is lagging considerably behind the group and is now about to play catchup. Wells fargo raised the price targets to 85 to 90. On a veal valuation of devins holding. As for the natural gas sides of things, its finally dawning on people. Maybe it took a day, coal dead, okay . Officially dead in this country, thank to the administrations new Carbon Pollution rules. You know, when you went through the fine print of what i bothered to do, the epa was lenient is allowing governors to determine how to reduce coal reliance over time. One thing is certainly. If youre a utility, you cannot afford to build a coal plant in the United States of america. Ever again. Because youll force the governors in your states into closing other coal plants given were demissing nuke lab plants rapidly and limiting the permitting process is beyond the reach of pretty much anybody. Its game, set, match for natural gas. Now, natural gas its located right flat in the middle of whoever had spare natural gas . Theyre now going to have clients out the what zoo, why even a speculative company like magnum hunt ser makes so much sense. Heard them last night, 8, i like. You might not have noticed, but the offshore oil drillers, which for ages have been the stepchildren no, the pa ryas of the groups, because drilling rates have been declining, even which the energy 21 platform, that was like going down in value every day, it seemed. I think the longer oil the more likely it is that the big National Oil Companies will, and here were thinking about the two cunning that crushed pricing, brazil and mexico, which needs all the rigs they can get once they go after the deepwater oil. Now that Interest Rates appear to have bottomed and turned up, i think the overwhelming weight of the evidence of course well see that on friday with the employment number. Were seeing some outperformance in one of the worst groups imaginable. Today, the f. T. , the Financial Times reported that Goldman Sachs might be expanding the Wealth Management commercial banking business. Theyve been relying way too heavily on fixedincome trading for profits. That business is mad. Its time to start hiring and buying in west management of the that means growth is coming to g. S. , and the stock is beginning to reflect that nice rally today. I also like the way the regional banks . The tronge parts of the country are beginning to rock. Suntrust, keycorp, now rebounding in the south wells fargo has been terrific forever, but have you noticed over the last few days jpmorgan has been creeping up too. Remember them . They already preannounced terrible trading revenues, maybe this is damning with faint praise, but if you preannounced youre doing horribly, maybe you dont need to preannounce youre doing horribly again. Remember how bad we were . Well, were still band. That hasnt been the trend. How about a third good trend. I like the way the airlines keep blowing through key levels. Every 30 seconds on twitter people say, do you still like the stock of american air . I mean, cmon less competition, ticket prices staying strong. Good luck getting a new plane anytime seen, plus with oil so high, you cant do much with the older model. American and delta remain my favorite. Delta over 40 . How about that . Finally the urge to merge or wither away in the food aisles continuing. Pilgrim pride topping the offering from tyson food. To deal with who . To deal with your customers. Who are their customers . Walmart. Do you know walmart is number one for these guys . And kroger. At what point does it say thats it, im going after bob evans farm, with the simple sell, yeah, you just sell off the restaurants. I love bob evans farms. Its good, man. Try it. Bob evans is only one fourth the size of jimmy dean when it comes to Breakfast Sausage and ham that could be blown ute by either aquirer. I like that idea. Hey, how much is oscar mayer worth, do you think . In its higher than where the brand is currently being valued, buried deep within kraft. What about negative trends . You know i mentioned some at the top. First, the Companies Hiring not firing, the Companies Issuing share, not retiring. The companies that would never think of paying the dividend. Well, guess what . They keep getting hammered. Today new york times, and my pretty peter evis published a piece on whether the model could be in jeopardy, because the symptom price no longer wants to go higher. And frankly if theres a their there, when it comes to turning a profit. Wall street journal finally reporting what ive talked about endlessly. Ive said it so many times, but not them. The secondary offers from software and Big Data Companies counter killed the gold goose and theres way too much stock to be sloshing around. Tibco will be sloshing around tomorrow. Its hard to get footing when you dont know youll be hit with insider selling. The moment its so painful that the youve got to have fear even contemplating a splunk or fireeye. Heres fire in your eye. Momentum remains a dirty word. How about when we see real consolidation in the space . Thats whats going on happen. There has to be a reason to believe that theyll use the best and most proprietary to nail down the vertical, so to speak, and acquire the way, taking over companies, like concur. Cornerstone on demand, Employer Recruitment and training. Human capital. Of course these companies would have to be willing to sell themselves. It does take two to tango. I dont know if we have dancing classes going on, and its not clear how many people are taking seriously that whole apple Facebook Google food fight, kind of like, you know animal house last night. Tim cook made some jokes at googles expense, but the jokes are that facebook plans to go after some of the googles advertising business, the direct response we call it, put the same kind of pressure we saw on apple yesterday. Competition is a wonderful thing in the real world, but in the its horrendous. Heres the bottom line. We have had trend that work for you and against you. The foods, theyre all roars, but momentum stocks remains in the tank. You know what . Ive been thinking, do you following benjamin or Warren Buffett in vanguard . No, you follow tina turner. We dont need another hero. Dont go buying the bad stocks, just followed leaders. John in california, john. Caller booyah from Sacramento Valley out here. I love the sacto valley, the three rivers. Wow, that was good. Go ahead. I did my home work and checked out best buy. A lot of people are going back because of the service and if you buy something over the mail, you get no service, so its done pretty well. Whats your long i want you to stick with best buy. I think people are underestimating the tax when you buy amazon, that kind of thing. I dont know about your best buys, i kind of like them. I bought a go pro there. I was facing the wrong way, because im like way too old and couldnt remember Kelly Slaters name for the quicksilver, but i think you have game with best buy. Larry . Caller jim, how does your quinoa grow . Its not growing that well. Im not kidding. Maybe its because ive got it between the tobasco never mind. You get maine on a garden tangent. And ive got to put up claymore minds, barbed wire, they are never getting near my stuff. Go ahead. Caller hey, jim, when faber put you on the spot this morning, you said there was no good reason why dunk wasnt performing like krispy kremes. Did you care if they brought the krispy kreme coffee . Of course not. Brian ashenburg, 49 ahead on it on breakout cost, hasnt dunkin evolved into a coffee brand . Remember you had to bring them at 4 00 a. M. If you wanted to see me if. Moo i got all the well just go home if you were coming in at 6 00. Man, was i a jerk. Okay, Dunkin Donuts i think is doing better. They are a better model and run. And by the way, may i just say, theyve got darn good coffee. I like the extra large with a bit of skim. Whats hot and not . The oil and gas naismgs, banks airlines, foods are roaring. Momentum tech, on the other hand . Holy cow, and i certainly dont suggest tries to be a hero. From servers to well servers. Tonight ive got it all. You probably have been eating at applebees and i hop. Should you stick with Cloud Computing like s. A. P. . Or could Palo Alto Networks disrupt the technology and become a better play. Plus are ricos finally in the rear view mirror . Mumm is hitting the road, after the break form. Dont miss a second of mad money follow on twitter, have a question . Tweet cramer, madtweets. Send jim an email to mad money cnbc. Com or give us a call at 1800743cnbc. Miss something in head to cnbc. Com. [ girl ] my mom, she makes underwater fans that are powered by the moon. She can print amazing things, right from her computer. [ whirring ] [ train whistle blows ] she makes trains that are friends with trees. My mom works at ge. I told you that im not a fan of restaurant stocks in this environment, but im always willing to make an exception. You parent of both applebees and international outs of pancakes, 3600 locations across both brands. 3. 8 year old here. Could be, when the company will be able to at a much lower rate. The company shot the lights out, a 21 cent earnings beat. Now, a 0. 5 decline. Meanwhile, the analysts thought ihot would have samestore sales flat, but theyre paying you handsomely while you wait to get their house in order. Hear more about our companies future. Welcome to mad money. Thank you very much. Whats the deferring between what a server has to do, like you when you started. Gosh, i started at 15 as a food server. I would tell you it was fun it was exciting. The biggest thing today, you have to be so educated they have to know the actual ingredients, how is it made . So i think its much more educated about the food and able to give examples and suggestions. Even if the calories may be higher, they ordered more, they like it. We added the price of size and drinks. People knew what the cost of items were going to be. So it just goes to show you being absolutely honest and direct is the best way to be. You were the most technologically inclined, you talk about bit data, you talk about the need to have a customer face. The thing that really struck me. I dont like giving my credit card to people. You solved that problem, didnt you . The biggest thing we found out is consumers hate waiting for the check, and they dont want that credit card to leave them. I am the same way. Hate it. So heres the thing. We started the technological integrated solutions. One of the items is about pay at the table technology, but its much larger than just pay at the table. Its everything from loyalty to mobile app. To online ordering. Its a large, broad, integrated strategy. Part of that is this nose of swiping your card at the pay at the table technology. Love that. You have been at the forefront of using social media, including one of the its been terrific. So if you think about it, the large majority of what we do in social and digital were not paying for, were just interacting with the guest. The guest is talking about you, so you have a choice. You can ignore it or be part of the conversation. Weve just decided to interject ourselves in the conversation. We get tweeted between both brands about every ten seconds. Amazing. Clearly we spend a bit of money advertising, maybe on the banner of the facebook, but by and large, its really just integrating ourselves into the dialogue thats going on about us. One of the things that struck me. I like the way my applebees looks, but you werent happy with it. Youve redone it. Why do you have to redo it . Two things, one, there was nothing wrong with the applebees before, but the idea is to be relevant, contemporary, to have guests say theres something new and exciting. They like that. That brings numbers up every time you do it. Absolutely. The biggest thing ive learned is do something on the outside. Youre saying, wow, whats different about that . So this latest applebees renovation, which you can probably see here is really all about showing people Something Different on the outside, which is the only people on the doing l. E. D. Lit, something uniquely different with the new logo. People drive by and say i want to go inside. Inside all the work weve done on the bar and the interiors. Youve also been committed to the dividend, unlike many people in your industry, by the way, and also committed to getting a better Balance Sheet. Am i wrong in presuming that the board might want to get the Balance Sheet even better after that big piece of paper comes due . You know the refi is something that were very focused on. Our hope is to be able to do that this year. All things being equal, thats what i would love to do. Once that refi is complete, the idea is to come back out with a longterm what goes from here . A lot of companies dont have they have many, many little you were concentrated years ago we found we could focus on the things we do best, which is branding, technology, operations, training, culinary, we put our focus into what most business men and women want. We said were going to do the same thing. Were going to be focused on the things we do best, so we sold about all and so that being 99 franchised has enabled us to focus on what we do best and quite candidly it makes no capital needs, and frankly were able to reinvest all testify into g a, or technologies. So it makes us really virtually riskfree. Now, theres no such thing as riskfree. But youre pretty close to it. But largely were not impacted by what youll hear and see in the industry. Thank you for getting me that coffee the moment i walk in. It is what i want and thats what you guys do. Thats right. Julia georges, you know them as ihop and applebee, if youre like me, youll go to them too. After the break ill try to make you more money. Passion. Became your business. At t can help simplify how you manage it. So you can focus on what you love most. When everyone and everything works together, business just sings. On car insurance. Everybody knows that. Well, did you know that game show hosts should only host game shows . Samantha, do you take kevin as your lawfully wedded husband. Or would you rather have a new caaaaaar say hello to the seasons hottest convertible. Ohhh. And say goodbye to samantha. [ male announcer ] geico. 15 minutes could save you 15 or more. Dont look now. But guess who had the best may in 7 years . How about the one company you would have expected to have the worst may in aeons. General motors. Thats right General Motors reported may sales way ahead of wall streets expectations, up 12. 6 , retail sales increasing by 9. 7 . When you consider the relentless drumbeat of negative news about gm with millions upon millions of cars being recalled, these Sales Numbers are both eyepopping and eyenumbing. All four gm brands performed well, 17 vehicles showing doublechevy total sails, buick sales jumped 11 , while cadillac and gmc posted the stronger total sales since 2007. Despite the million of recalled cars and the tragic fatalities from the faulty ignition switches, gm didnt have to they didnt have to get ultrapromotional. In fact, year to date gms average transaction prices is up, so the company is making a ton of money on each sale, nor is gm stock with a lot of excess cars. Inventories fess down to 77 days. Thats amazing. Now, there are some incredible highlights within these figures that ive got to mention. Retail sales of large suvs actually doubled year over year. The profit margin in those, immense. Meanwhile, sales of Chevy Silverado and gmc sierra increased for the third consecutive months. Buick encore doubled . While these are only u. S. Numbers, its important to point out that all of north america remains strong, as does china, and europe which has been a black hole, should break even next year. Nearly a month ago with gm trading at, 47 cents below where it is now. I told you the stock had come down enough and the worth was over. I said the articles about what hat, coupled with the investigations of the investigations of the faulty switches would keep a negative news cloud over the stock. Bad headlines dont necessarily make for bad fundamentals here, people. Many thought gm sales had to plummet last month, because you couldnt pick up a newspaper without hearing about how the company is in big trouble. I heard talk that the showrooms would be empty and incentives would need to be ultrahigh. Cramer, unsustainable. However, what these bears missed was that gm has spent a forting refreshing the product line. Because the Companies Cut so much cost, they could afford to take the hit and even aenormous settlement. There were many analysts who downgraded them because they couldnt handle the pain. Now though the pain hasnt totally disappeared. But as for pain that could hurd earnings, thats become a thing of the past. Ready yourself. So let me give you the bottom line. When i recommended gm four weeks ago, i took a chance for the monthly numbers for may would be good. The outstanding thing is those number were far better than even i expected. In many ways, that is the most absurd fact of all, which is why i am telling you right now, it is time, it is still time to buy General Motors. Paul in pennsylvania, paul . Caller hey, jim, semper fi hoora. I like that. Thank you for serving. Caller going back to your days with larry, thanks for your efforts. I see larry all the time. Hes still going strong. Whats happening . Caller your recommendation, i started to buy shaneer back in the 20s, in light of the recent run and questions about executive Compensation Division forward, is it now a time to buy, sell or hold . No, its hold. I like the limited partners. You no, sharif has done a remarkable job. One of the things that people dont realize is that plan was put into place long before the stock had a big run. I know everyones decided hes public enemy number one. I regard him as a Public Servant form thats my kind of good guy, not bad one. Tom in missouri. Tom . Caller hi, i have a question about telsum motors. A couple things one, is their model at risk because of their sales model challenge . Missouris challenging their direct sales, along with a couple other states. And the other thing is he wants to commit a lot of cash and treasure to lithium battery goals, and recently power japan plus came out with this rye den dual carbon battery. So im kind of wondering i have to tell you it has indeed become a showme situation, so to speak. Thom is from missouri. My friend walton who does unbelievable stuff is tell me, the lookout, the bmw plugins, yeah, starting to take share. Thats something we didnt expect. Circumspect on tesla. Back in gear, General Motors posted its best may in seven years, but the stock is hardly up. You know what that means. Its your opportunities to buy buy buy. Still ahead, wall street has been flocking to oldschool tech plays. Why has s. A. P. Fail to fly. Is ittic around to see if that stock could be ready to play catchup. Mad money is back after the break. At a time when so many Portfolio Managers have been flocking to oldcooled tech stocks like cisco, microsoft, intel, why is it that s. A. P. Cant seem to get any love . In many ways s. A. P. Is a classic oldtech play. These guys have been around for ages, a huge established player. The company is plentiy profitable, but also s. A. P. Has similarities with newtech stocks that have become so hated by wall street the the company has made a big push into the data and cloud situation, two areas where the peer play has been eviscerated. Now, s. A. P. Is a 90 billion company with a ton of experience. I think they could blow away many of their neophyte competitors out of the water in these particular areas, but the fact remains this market is no longer giving companies credit. S. A. P. Is caught in the middle beyond that, when the Company Reported its most recent quarter, it missed both of retch and earnings numbers, largely because of current fluctuations. Up 38 . On top of that, theres been a lot of management turnover. A month ago, the chief Technology Office now stepping down, the former coceo has moved to a nonexecutive role announced last summer and the chief Financial Officer is retiring in the summer. S. A. P. Today kicked off the big sapphire conference. Right now sentiment is so low, i think is the company has, lets check in with Bell Mcdermott mott, just the ceo knolls the coceo. Welcome back to mad money. Thank you for having me, jim. Great to be back. All right. Bill, there is a terrific note out by morgan stanley. Theyre saying sentiment is the most bearish for some time going into sapphire. We believe this event is a great opportunity for s. A. P. To reassure investors on management change, Cloud Technology are you doing all three . Yeah, we are, jim. We have 25,000 here live. There was 250,000 online for this mornings speech. I think we made it really clear that were all about the customer, and the idea behind our Business Model is really dealing with the most intractable ceo issue of our era, which is complexity. So we want to help businesses run simple, whether they do that in the cloud or they do that on premise, they should do it on hanna, so they can get everything in real time so swiftly grow their companies again. We will be the company that helps companies grow. Are people asking about this change, the cocfo, the chief Technology Officer, are they asking for reassurance . Is this your team . The team that big mcdermott has picked . Right on, jim. This is absolutely my team. I believe in this team, and one of the things that, you know, should be clear, the cfo change is based upon a very longstanding succession plan. So that really isnt part of the equation, but the success to our successor to our cfo is the best in, and as it relates to the cto, michelle seeka, byrne is now in the job. Hes been with the company all the his life, an unbelievable inoy investigator. All people that built hanna, that build or applications are with us, so its natural when you have a move to a new ceo that things are going to shift. I actually think its created a stir of excitement in the company. I expect it to show in the results. Bill, a lot of the companies right now falling by the wayside, their stocks, make not the companies are Pure Software and service plays. Periodically, you have felt its going to inquisitive when the stocks go down, but i see youve unveiled a plan for simple cloud financial app. Suite. This takes direct aim at a lot of the little players, so youre confident you can use your muscle and defeat the little players who have been nipping at your heels . Im very confident in that, jim. If you remember back in the 1990s into the 2000, youll recall the best of breed era. You know, when the Software Companies were the best, too . The problem was they didnt breed. What ceos want is they want to integrate their enterprise. As soon as the big one like s. A. P. Can also do these line of businessspecific applications p. Plus integrate the enterprise into a core of your e. R. P. System, as an example. There really is no reason to go ahead and at more complexity to your business. Think about this, jim. For every 1 billion in revenues, most Companies Run more than 50 disparate applications. Its chaos out there. Theres a lot of data locked up in silos. Its not tagged, not being analyzed. Its very inefficient. We can bring the innovation, but we integrate everything on one data model, one application platform, one beautiful way to execute in your specific industry. That changes the game for ceos. Thats why ceos have always lufds s. A. P. I want to make it clear, yes, we are going to take care of business on the little ones, and we are going to grow this company. Bill, were seeing a lot of tieups, kinder, gentler microsoft being picture with mark ben off, with oracle teaming up, where are you on the frenemy enemy games. Were friends with microsoft. From a ling our competition is feeling they need to do what they should do. If they feel they have a weakness, partnering with a Strong Partner is a smart thing to do. We partner with different competitors as well as friends like microsoft. Its not a bad thing to do. I believe the open echo approach is the right approach to take. So at the end of the day, we have to bring our own share of innovation to the equation. The thing were best known for is making the best Business Software in the world. The other thing we are known for is making the best in memory database platform in the industry. We now have over 1500 startups, building their future Business Models. Its a hana world now, so were the one attracting more and more of the partnership, while at the same time were very respectful of the competition. Many of them are good. It makes sense where they have weaknesses to partner with others. Were strong in most places, and we abide by the principles of open steds, open platforms and open partnerships. It sounds like you have the company weve been waiting for. Now your name is on it, and i wish you the best of luck. Thank you to coming to me from your sapphire conference in orlando, which i know is a huge deal for s. A. P. Thank you, jim. Im deeply honored to be a part of your so, and im very excited to be the ceo of s. A. P. Were going to work hard for our shareholders, too. Excellent. Thank you, bill mcdermott. The cheapest in the group at this point, which is incredible. Dont move. Lightning round is next. [ girl ] my mom, she makes underwater fans that are powered by the moon. She can print amazing things, right from her computer. [ whirring ] [ train whistle blows ] she makes trains that are friends with trees. My mom works at ge. It is time its type for the lightning round. Hey, whats that about . Thats about rapidfire calls, when i say buy buy buy or sell sell sell, and then you hear this sound and the lightning round is over. Time for the lightning round. Lets start with tom in ohio. Tom . Caller how are you doing, cramer . Booyah. Booyah, tom. Caller i want to say first im reading your book and im loving it. Thank you very much. Why a stock goes up and down. Get rich carefully. How can i help . Caller i want to talk about new skin. It could be hit pretty good. Im nervous about it. My friend Herb Greenberg has always made me feel perhaps that Business Model is not what its stacked up to be, and bill ackman believes it should go out of business. Eugene in the u. S. Virgin islands. Eugene . Caller booyah. Hey, cramer, how are you doing . What do you think about alcoa . I think its good. It started going down today, because the f150 numbers werent what they we thought. I would say be careful. If it pulls back to 12, pull the trigger. Juliet in new york. Juliet . Caller cell decks. No, it came and went. We did the trade, we moved on and never look back on mad money. Stevere stevereno, in pennsylvania. Steve . Caller a coupleiers devon energy, and its starting to hit new highs. Based on the chart scenario that you gave last week, i wonder if its not time to cash some in. What do you think . Steve, devon is the exact opposite of the philadelphia phillies. They are pacifists, devon is a fighter. The fighting devons are going to 90. And that, ladies and gentlemen, is the conclusion of the lightning round. [ bell ringing, applause ] five tech stocks with more than a 10 . Change in aftermarket trading. All the tech stocks with a market cap. Of at least 50 billion. Are up on the day. 12 lowvolume stocks. Breaking into 52week highs. Six upcoming earnings plays. That recently gapped up. [ male announcer ] now the world is your trading floor. Get realtime market scanning wherever you are with the mobile trader app. From td ameritrade. With the mobile trader app. You need to see this. Show em the curve. Do you know what this means . The greater the curvature, the bigger the difference. [scifi tractor beam sound]. Sucked me right in. Its beautiful. Gotta admit one thing. Cant beat the view. Introducing the worlds first curved Ultra High Definition Television as someone always trying to help you pick winners, im constantly looking for outliers, who are performing differently than other players in their industry. You find a positive outlier, gains can be enormous. Take the cybersecurity business. Cisco Security Software business is chugging along in low single digits. I like cisco. Checkpoint is growing in the mid single. Jupiter division decline by 2 in its latest quarter, and then Palo Alto Networks. Not only does palo alto have terrific technology, but the platform also saves money. Eliminating the need. When palo alto reported last wednesday, no surprise to me, the company blew away the numbers, one cent beat that rose 49 year over year. Makes me think the company is taking share from the company in the division. Palo alto reached a settlement with juniper networks, forks over much less than expected, but stock, at a time when high multiple tech stocks are having trouble getting traction. During the spring sell offfrom the high flyers, the stock dropped from 80 down to 58. Its already bounced back to 74 and change. Thats right, pal pallet is only a few points off the alltime high. And pounded the table for you to buy. Even though palo alto is far from cheap, i think it deserves to go higher. Lets get a closer look with mark mcclakeland. Welcome back to mad money. Thanks, jim. Its always great to be here. You must be so relieved that this juniper lawsuit is behind you, and i bet potential customers are relieved, too. Its good to have it behind us, definitely a distraction. Investors cared a lot about it for the last few years, which i understand. Didnt impact the business in any way that i can tell, but its good to stay focused on what we do best. Do i have to worry as a potential shareholder that juniper registers the shares that they got and blows them out to kingdom come . Thats of course a possibility that the shares will be registered and theyll have a small position in the company as a result of the suit. The calculus i went there you on that was the impact of having to share the lawsuit behind us from a dilution perspective, and at least in the last few days that appears to be the case. And i notice theres enough volume in the stock that it can handle it. I think its very minimal. I thought you buried the lead, you have to go to page 18 on the Thomson Reuters to say as a general matter you should assume that regardless of where we are on the world, almost 100 of our sales are displacement sales. In other words, youre going in, and taking out an inferior product. Is that what is happening with the vast majority of your sales . That is the vast majority of our sales. You can just see that from the numbers, the interest, the from growth rate is about 5 to 6 based on some thirdparty data. You just noted we grew 49 year over year, so when you compare those two numbers, you have to assume were rapidly taking market share from all comers. We know our win rates against the competition, so we know thats actually happening. All the sales are very competitive. People are testing the technology and voting with their wallet. I think people have to understand why. You have a granularity of the solution, which includes what you just bought, which isnt just once theyre in, you stop them. Its about prevention, too. Why is your model why is your product so much different and better than the other guys mousetrap . Because pretty much everybody in the industry for a long time has been focused just on detection capabilities. Its one thing to tell a customer i can detect what happened after the fact. You need to go fix thats correct right . Its a different thing to tell the customer, in addition to do fantastic detection, were designing prevent technology so its going to greatly reduce the amount of bad stuff that will happen in the first place. Thats been the philosophy from the beginning, the platform is architected that way. And thats a huge differentiator for us in the market. We had a terrific guy on last night, ed herrer anyone, im sure youve bumped up against him. He ade made this point over and over again, look, youve got to be open. The customers want it to be open, except for when theyre hacked, then they want it to be closed. How do you reconcile this desire to have hundreds of millions of people to have credit card for ease, with the idea that once they find out their hacked, they dont want to go back to the store again . Thats the problem. Thats why you want prevention in the first place. If your business relies on getting personal or private information like credit card information, youll put that in the datacenter. Thats exactly where the bad guys want to go. So your business, as you can see from a lot of things thats happened in the industry lately, really relies on the reputational ability to secure that data. So you have to have a prevention approach in order to do that, not just the detection approach that says we got hacked and now we know why, because we went and studied it for a while. Thats not Good Business pratt. Is it fair to say we could have prevented what happened to ebay, what went on in target, or is that not the kind of thing you can do, because you just dont know if you could have nailed it . The reality is nobodys going to prevent everything. We never tell customer that is we have a technology that would protect you against everything. That wouldnt be true. We tell customers you built what you design with. You will built detection types of technology if you start with a prevention philosophic looks we did, youll build prevention and it will get better and better over time. I think thats something weve demonstrated for years now. The israeli acquisition, what does that bring . Because i have to believe that they are constantly been innovators in security. They may have also some proprietary for you . Just as a side, israel Cybersecurity Development innovation is off the charts over there. The company we found sivera is the only company in the industry paying attention to the exploit techniques. What we have done is to close the loop between the network, the cloud and end point to provide total protection. You guys have done a fabulous job. I a lot of people are saying, cramer, why are you sticking your head out . Sometimes you have a superior management and product, you did all those. Mark, thank you for coming on the show. Thanks for having me, jim. This stock is going higher. Pallet alternate note works, probably the number one problem for the cloud, theyve got the number one solution. Stay with cramer. [ chainsaw buzzing ] humans. Sometimes, life trips us up. Sometimes, we trip ourselves up. And although the mistakes may seem to just keep coming at you, so do the solutions. Like multipolicy discounts from Liberty Mutual insurance. Save up to 10 just for combining your auto and home insurance. Call Liberty Mutual insurance at. To speak with an Insurance Expert and ask about all the personalized savings available for when you get married, move into a new house, or add a car to your policy. Personalized coverage and savings all the things humans need to make our world a little less imperfect. Call. And ask about all the ways you could save. Liberty Mutual Insurance responsibility. Whats your policy . In a we believe outshining the competition tomorrow requires challenging your Business Inside and out today. At cognizant, we help forwardlooking Companies Run better and run different to give your customers every reason to keep looking for you. So if youre ready to see opportunities and see them through, we say lets get to work. Because the future belongs to those who challenge the present. Gee, that is a good story. I always like to stay theres a bull market somewhere, and i tonight, on the profit, i go inside mr. Green tea, a secondgeneration, familyrun ice cream business that has hit a wall. We physically cannot fill our orders to the distributors. The fiery dynamic between the father and son is hurting any chance of growth. You are strangling the business. Back up. Youre crossing the line between father and boss. If i cant fix their relationship and business, this company will be swallowed by a competitor. My name is marcus lemonis, and i fix failing businesses. This business will never function well under the green tea name. I make tough decisions. It was a mistake. This is never gonna happen again. And back them up with my own cash. Thats a real check, by the way. Its not always pretty