Brazilian debacle, has been resolved and were now free to buy, buy, buy with the dow gaining 32 appointmenpoints, it was the dows sixth straight day in the black. Thats the strongest streak since february. Too good to be true . There are some things that are nettlesome that we need to vet them right at the autoptop. Lets talk about debt ceilings and government shutdowns. With the demise of the republican speaker vote comes the prospect of a government shutdown. As early as monday you will start hearing about the possibility of a shutdown, an unmitigated negative for all stocks. As i say in get rich carefully, theres a cycle that occurs in these political fiascos. The moment people Start Talking about them, we begin to worry about disruption in washington that always spills over to wall street. Lets keep our eyes and ears open so we can tone down the bullishness if we start hearing this chatter. Heres the drill weve heard in the past. You sell, when you hear when a shutdown is going to be happening. On the second day of the actual shutdown, you buy it all back. Thats for traders only. I dont want this to happen. I just want you to be aware of the possibility. Johnson johnson, j j, expectations have gone higher. Suffice it to say im concerned. J j has become a serial disappointer. I favor eli lily and of course prefer bristol mayors. If j j can deliver a good number, it can turn the tide. Thats a tall order, though had the the pressure will mount for j j. If you dont already own it, i would wait. After the close tuesday, with you hear from j. P. Morgan. Its always confusing. Please dont invest or trade in it until you hear the commentary, the conference call. J. P. Morgan needs higher Interest Rates and they didnt get them this quarter. No urgency here, but it always pays to listen. Ive been talking up old tech for weeks now, saying the lower Valuation Technology stocks are the ones to own. Intel is still cheap, despite the run on the stock in midaugust. 32 right now. Lets use intels quarter on tuesday as a test case to see how the stock performs on inline numbers. If thats all we do get and intel falls from here, then expect a slow growth techie that needs to sell off, including everything from microsoft to hewlettpackard. Be ready to trim accordingly if this doesnt keep going higher. The rails bottomed in august just like tech. What you want to ask yourself here is, will the move be exposed as just one of those bogus rotations out of expensive stocks with growth into value stocks with no growth . Which i think is a recipe for disappointing stock performance. Or is something actually improved in the worldwide economy . The rails are so coalcentered. An improvement would be a rude awake enning, if we had a real improvement. People arent thinking yet about the future of alcoa. If csx does surprise to the upside, i would buy some union pacific, which has less coal and more global growth, making it the best of the rails. I think unp, if you can get it in the low 90s, its a buy. Theres possibility that the dollar peaks. The tech picture for the dollar looks like its going to go like this. United continental rallied hard today. So did american. Im partial to delta, that reports wednesday. I think it could be the best. This one, ive got to tell you, any weekday between now and wednesday, snap it up. Bank of america and wells fargo report after the opening. My travel trust, which you can follow, owns both. Wells fargo is known for earnings momentum. Bank of america because its so darn cheap. Expectations for bank of america are very low. We know from the fed minutes released yesterday not to hold our breaths for a rate hike. Im more bullish in the near term for wells fargo. The ceo made it clear hes no longer waiting for the fed to take action and is positioning the bank for no rate increases. Boy, did he get it right. Lets say it gets hit before j. P. Morgan reports. I think you buy it. J. P. Morgan is an International Bank with huge trading and worldwide corporate lending. The former is the way to go. Thursday, the menu is terrific, i really like this day. Weve got two banks, first of all. Got citigroup and goldman. The expectations are low for any upside at all. I prefer wells to both of them. These are inexpensive franchises. It used to do the two fastest, highest growing in their sectors. Theyll probably be on hold until the fed starts raising. Goldman may go up a couple of bucks. Citi, im still waiting for them to put up numbers so good that the ceo says, cramer, i want to be on your show. Heres a stock thats been rallying. I think its not done. The finest Oil Service Company deserves to trade higher. You should own it if the price of oil dips ahead of the quarter. You can expect the company to say good things about its own business. Why . Because slum berger is making tons of money at low prices. Do you know what the best performing industrial in 2015 is . General electric. I think its a buy going into the quarter, friday morning, and going out of it even after it reported. In other words, if youre a trader, get some ge ahead of the quarter. And youre an investor, buy some ge after the report. I want ge to come in so i can pound the table, post the revelation last monday that activist nelson peltz has bought a huge stake in the country and is encouraging aggression. Ge, without the finance business its getting rid of, is an fantastic agglomeration of industrial businesses with the best or gganic growth out there. Both companies have been part of the churn in industrial stocks since august. Even if ge doesnt come in, why dont you own a small position in it. Maybe one of those Federal Reserve popoffs, a sanguine situation ahead of a possible government shutdown. I would buy some ge, then get ready to buy more. Even after the run, its still very cheap. Honeywell has moved up since the pivot to industrial stocks last week. Heres the bottom line. Once again, its time to focus on the fact that rancor is back in washington. It makes us more circumspect because this kind of showdown has always there isnt a single recorded instance, always caused the market to swoon. I never the market is overbought and due for a pullback. But i like the companies that report next week. Washington should give you a chance to get into the best of the best. All i can say is, take it, but with the exception of ge, only if the stocks come down first. That way youre protected from the hazards of overextended stocks that after this winning streak could be hurt by pretty much any negative news out there. Thats how powerful this run has been. But how late in the run it might be. David, illinois. Dave. Caller dr. Cramer from the city of broad shoulders, marty mac fly back from the future reports chicago cubs win the world series in 2015. Okay. Caller jim, last week Insight Corporation and its partner eli lily published encouraging results for their Rheumatoid Arthritis drug. Since then their stock is up 10 . A piece today identified insight as a stock flying under the investment screen that may be well positioned for an upward climb. Yesterday insight became the newest member of the nasdaq 100. I feel like were a little late for the insight move. I think eli lily was the goto name in the drug business. This Biotech Group has been very tough. Y leli lilly, best in show. Caller go cards. Go cards. Im trying to figure out who missouri plays this weekend. Caller theyre playing the cubs this weekend. I meant the school. I love the football team. Caller i do not know, sorry, i dont follow. Im googling it in my brain. Go ahead. Caller okay. Im asking about cdrill. Im concerned about this treaty with iran. Is this going to be more landbased oil on the market, so not as much need for if we go with acedro, were risking a rally in oil that could hurt us. Schluberger reports next week. Thats my gift to you. Keep your eyes and ears open to what comes out of washington. Theres plenty more mad money ahead. Im diving into some wall street numbers including the Largest Company to debut on the exchange this year. Should you be ready to buy this behemth . Ive got your answer. Then a nationwide grocery chain is about to come public. Should you take a bite . But first, storage is the latest cloudrelated company to go public but the stock stumbled out of the gate. A sign of things to come or a sign to buy . And of course missouri plays the gators who look really sharp in the top 10 this week. Stick with cramer. Announcer dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Some neighbors are Energy Saving superstars. How do you become a superstar . With pg es free Online Home Energy checkup. In just under 5 minutes you can see how you use energy and get quick and easy tips on how to keep your monthly bill down and your Energy Savings up. Dont let your neighbor enjoy all the savings. Take the Free Home Energy checkup. Honey, we need a new refrigerator. Visit pge. Com checkup and get started today. This market has been shrouded in panic for months. Now that the smoke seems to have cleared after a very good week when the averages rocketed consistently higher, i think its time to revisit ipos that have been ignored. Investors have been feeling terrified. Thats why i want to walk you through three recent or upcoming ipos that are being overlooked thanks to all the turmoil of late. Why dont we start with a high growth Disruptive Technology company that came public two days ago, came public with a whimper. Im talking about pure storage, pstg, making storage array than are optimized by some of the most efficient storage in the business, allowing customers to get access to their data ten times faster than competing Storage Companies with a product that takes up one tenth the space as traditional disk drives for less money. The market would have salivated over it a few months ago, but now in this environment where investors shun cyclical Growth Stocks, they represent, people think, value over things like pure storage. Pure storage became public at a moment when a tech Company Going public didnt get much attention. Make no mistake, this environment is actively hostile to the turbo charged Companies Like pure storage, he want ones losing gobs of money while in hypergrowth mode. If you take a longer term view, i think weakness in the stock could be giving you a nice buying opportunity, as long as youre very careful about using limit orders and building a position gradually, meaning you only buy more when the stock goes lower. While the wall street fashion show is pretty much ignoring incredible growth for new tech stocks like pure storage, sooner or later this group will come back into style. One investors care about opening companies with breathtaking growth rates again, i could see the stock rallying like crazy. You have to be patient and wait for that moment to happen, because it could take some time. While we wait, i want you to do your homework and think about speculating on pure storage in weakness rather than waiting for it to get its mojo back, because if you wait that long, youre going to be late. Why am i liking pure storage when everybody else hates it women for years weve seen the rise of Cloud Computing and virtualzation, allowing companies to get rid of their servers and storing their data offsite. These data centers are everywhere, a lot of them are in virginia where they have cheap power. Traditional hard drives cant keep up. Thats where pure storage steps in. Theyve developed an all flash based, that means smallered for factor, flash based storage array. Flash is the kind of exacompactd Energy Efficient storage thats used in your mobile device, your handheld. Longer spending is lowered for clients by 50 versus the competition. Its not like pure storage is just a bunch of flash drives stuck together in a center. What differentiates this company is that its also developed its own cutting edge flash optimized software to run these storage arrays. I know its getting a little complicated. This is a game changer. The software delivers the industrys most comprehensive data reduction, meaning flash storage lets you cram more information onto a given drive by reducing the data into a simply find form. They also have data and Application Protection software along with recovery systems. This is an ecosystem for flash, for storage. They compete against cisco, dell, emc, ibm and hewlettpackard. Many of these competitors have their own flashbased storage offerings. Pure storage has different shaded itself thanks to its High Performance software. It allows it to be dramatically more efficient than the competition, than any one of those companies i just named. Plus they allow customers to maintain continuous access to their data despite failures. They take up only one tenth the size of old school disk drives. A huge part of the cost of running a data center is simply running the air conditioning to keep the hardware from getting too hot. The platform allows their clients to get rid of expensive servers and easily monitor and manage arrays across the globe. Theyve snagged major Companies Like conocophillips, avago, just to name a couple. They have the better mousetrap. Theres much better value than the competition. The typical payback period for switching pure storages product is just 14 months. Average customer saving roughly 1. 9 million from the switch. I heard those numbers, i didnt even believe it, when i met with those guys. Ive checked it out. The claim is a good one. Even though pure storage is not yet profitable which of course is the big knock, the company has been growing revenues at a remarkable clip, up 309 , in its 2015 fiscal year. Of course they lost more money than that so people are panicking about it. Pure storage could be profitable, but the company would rather spend tons of money on sales and marketing in order to grow its business. The company is burning a lot of cash. For every dollar they spend, they see a return of a buck 50, thats pretty compelling. Its far from cheap. Lets assume the companys growth decelerates down to 200 for 2016. That means its roughly trading at 8. 5 times sales. You have to understand their truly staggering growth rate. This is the Fastest Growing publicly traded tech company in the universe of stocks that i follow. There are plenty of risks here, including the companys gigantic competitors and the fact that emc is suing them for poaching employees, which is why im only giving pure stodrage my blessin for speculation. If im right about pure storage, if im right about the Competitive Edge it has over emc in particular, it will be very smart for emc to sell itself right now to dell. I dont know. Somehow it seems like theres more than just irony there. The bottom line, right now the market may not be excited about companies with turbo charged growth rates. But we all know growth always comes back into style, and at some point it will. I think it might be Worth Building a position in pure storage while its underappreciated, because this is exactly the kind of stock that will roar once wall street gets comfortable with Growth Stocks again. And remember, it always does. Much more mad money ahead, including whats been moving the price of oil, copper, coal, and a host of other commodities. Plus safeway, albertsons, shaws, maybe your local grocery. Should you be buying the stock when it comes public next week . Find out if its on my shopping list. And a new name in the payment space. Will you cash in on the stock . Its time to find out. Mad money will be right back. Jay visits a secret starstudied garage. This car was owned by elvis presley. Hes california dreaming. Cnbc, wednesday night, deals and wheels. Then jay lenos garage, all new, wednesday at 10, only at cnbc. The commodity rally weve been experiencing has been nothing short of breathtaking. Thats why its time for a reality check on whats really going on. Its almost too good to be true. Maybe it is. First an economics lesson. Commodities rally for two reasons, short supply or excess demand. You can have one or both. Either can propel the price of the commodity itself and the companies that exploit them. You have to go back to 2008 to see a commodity rally like this one, when china created more demand that could not be met by suppliers no matter how hard they tried, leading to price increases for everything. Halcyon days for every commodity from copper to oil to zinc. Didnt matter. Nickel, lead. Producers realized they had to ramp up to meet chinas insatiable demand. Almost every executive in these industries bought into the notion that china would grow to the skies. You started hearing about supercycles for almost all commodities, including sand, coal. Many of the producers went full bore, ordering endless amounts of equipment from the likes of caterpillar or joy. Just when all these projects were up and running, too late to cancel, chinas growth rate, not the growth but the growth rate, suddenly slowed and has continued to slow to this day. The result has been a glut of massive proportions in every metal and commodity liquid out there. And theres no place to put this stuff. That means endless price cuts to the point where marginal producers have gone under. Whole industries have been decimated by the slowdown in the growth of china. Now, though, its beginning to dawn on some of these almost suicidal industry executives that demand is not coming back. Oil exploration has been throttled back. Copper mining has peaked. Almost all producers have had to throw up the white flag. Today we had glencore, the troubled mining and trading company, made severe zinc cutbacks. Thats how you get bottoms in the commodities themselves. These production cuts explain much of the oil rally, not to mention how the black hole of petroblas happened. The stock of valley, bhp, all of which bulked up and spent way too much money, can have vicious straightup rallies. Now caterpillars stock can return almost to where it was before it had that huge horrific shortfall. Okay. Supply is one part of the equation. Even if you close aluminum plants, without a pickup in demand, you end up with a short term rally. Coal is a long term buy. The rest of these stocks, my bottom line is they can only run so far without an actual turn in demand, not just a cutback of supply. Thats what has to happen for this commodity rally to continue from this level. If it doesnt, then youll soon have to ring the register on most of these stocks. Theyll end up disappointing no matter what unless china comes back on line and europe gets stronger. Those are the keys to the next leg up or the next leg down, if the weakness doesnt rapidly turn into strength. Lets go to art in new york. Art. Caller how are you, jim . Im good. How about you . Caller not bad. Ive been a holder of Chesapeake Energy for a number of years. It looked like it bottomed out two and a half weeks ago at 605. The news on the street has always been very negative of late. The question then is, is it moving up because the shorts are covering when they get the opportunity . Ill tell you, art, this is in my sweet spot right now, because ive been mulling this over. I think we have a short squeeze in oil, but now if oil doesnt go right to 55, thats going to be next week, well really focus on that, then i think you have to sell chesapeake. If oil falls back to 48 to 47, please sell the chk, because i just dont think its worth being in there. Supply, not demand is fueling this commodity rally. They can only run up so far if demand doesnt turn. Still more mad money ahead, including the first and second largest offerings on wall street this year. And first data is set to bring the biggest deal of 2015. Find out what i think of it before it comes public. And its friday. Stick around for my not so famous moments in the week that was. Stay with cramer october 28th, the top contenders take on the issues and each other and focus on americas biggest concerns. Your money, your vote. The republican president ial debate. October 28th. Coverage begins 5 eastern on cnbc. At ally bank no branches equals great rates. Its a fact. Kind of like mute buttons equal danger. That sound good . Not being on this phone call sounds good. Its not muted. Was that you jason . It was geoffrey it was jason. It couldve been brenda. Now that the ipo window is being pried open again, its my job to direct you toward impending ipos for Higher Quality companies, but of course also to steer you away from the lower quality merchandise. Why dont you call this the stand or sit ipo segment. Weve seen a number of previously Public Companies going public again this year. Thats whats happening with names that you may remember. Albertsons and first data, two deals that are coming in the next two weeks, maybe even next week. Why dont we take a closer look at these leveraged buyout stories starting with the cerberusbacked ipo of albertsons. Alberts albertsons is one of the largest food and drug retailers in the country, 33 states, 205 locations, and their stores are number 1 or 2 in 68 of the markets in which they operate. You may know them as safeway, shaw, tom thumb, a couple of others. Its stock isnt necessarily worth buying. Ever since the old albertsons was taken private by cerberus in 2006, the company has undergone a major transformation. They bought back many stores, then that same year they snapped up united, a regional grocery chain in texas. In february they closed on their acquisition of safeway. It has a number of things Going Forward but not enough to make me recommend it to you on the prices were hearing. Albertsons owns a bunch of terrific grocery stores. Kroger is expanding higher brands and using a Loyalty Program to keep customers coming back. Unlike other publicly traded chains, albertsons own a bunch of high quality pharmacies. There are some real positives here. But when you look back, it seemed like the same store sales were peaking for many of albertsons brands in 2014. The numbers have rebounded dramatically of late. I like that. Theyre not bad. Why am i so reluctant to give the stock my blessing . Like so many ipos from private equity firms, albertsons is loaded down with debt. Some people say its boilerplate. Not me. Not only did albertsons have over 11 billion in debt as of the end of june thanks to its takeover binge, but a substantial amount of that is interest. That could have a choke hold on the Company Going forward. The company mentions that it might be able to refinance 1. 4 billion. That could dramatically clean up the balance sheet. That would make the story a lot more attractive. For now, despite the fact that albertsons is a supermarket chain, its currently not profitable. This is a group where you want nice steady earnings. Albertsons has no earnings and has no plans to pay a dividend. It lost 153 million in the First Quarter of 2015 alone. While those numbers were inflated by the safeway acquisition, the fact is a large part of these losses relate to interest expenses from the companys hideous balance sheet. Everything has a price. At some level albertsons will becoming a compelling value play ill talk about on the show and tell you to buy. I would wait for it to go lower. Obviously we cant value albertsons on an earnings bases, it doesnt have any. But at the midrange the stock would be selling at. 2 times last years sales. Given that kroger is the best in the industry, it deserves that premium. To me albertsons is too close to kroger in valuation. At a lower price, on the back of the envelope we came up with 20. At 20 a share i think albertsons would be a compelling story, the cheaper valuation would make me call the stock a buy. At the price of 23 to 26, theyll probably try to get the higher price of course, pass. Heres the bottom line. Not every ipo is an opportunity. Price does matter. It matters a lot. With this albertsons deal, i think the price range is too high to get excited about it, even though albertsons is wellrun. 20 bucks, count me in. But right now, im sitting it, and im playing kroger. Mad money is back after the break. Tomorrow on nbc, navy takes on notre dame. Then only 12 drivers remain, live in prime time at nbc. How nascar does playoffs. This little guy is nonstop. Hes always hanging out with his friends. Youve got to be prepared to sit at the edge of your seat and be ready to get up. Theres no deep couch sitting. Its definitely not good for my back. This is the part i really dont like right here. doorbell whats that . A package its a swiffer wetjet. It almost feels like its moving itself. This is kind of fun. That comes from my floor . Eww this is deep couch sitting. Deep couch sitting announcer lightning round is sponsored by td ameritrade. [ bell ringing ] it is time. It is time for the lightning round. You say the name of the stock. I dont know the calls or the name of the stock ahead of time. I tell you whether to buy or sell. When you hear this sound [ buzzer ] then the lightning round is over. Are you ready, skeedaddy . Well start with patra in north carolina. Caller at t . I like it, i like the merger. I think its a buy. Steve in new york. Steve . Caller booyah, jim. Gomar liquid natural, buy, sell, or hold . Etp is the one in that space. Im not going to recommend a whole bunch of them. I like the partnership. Lets go to steve in alaska. Steve . Caller booyah to you, mr. Cramer, from the top of the world. Thank you. Whats up . Caller is there something that makes rdu Worth Holding on to right now . Ive one of the speculative ones is getting killed. We could be talking radius, doesnt matter. I like radius but its a speculation and you have to be willing to take a little pain. Almost every biotech imploded in the last few weeks. Randy in ohio. Caller love your show and i love your compassion to help other people with investing. Thank you. Caller you have a proven track record and louie navalier. I like cigna. Its a good idea, that combination will be great. But you have to deal with the Justice Department and all the different ramifications of an m a. Its going to take a long time. Jeff in florida. Caller jim, i appreciate your show. Whats your opinion on walgreens . I like it very much. Its a huge position. Its got a lot of room to grow. I think its undervalued since the last quarter which was very good. Jason in california. Caller hi, jim, how are you doing . Good, how are you . Caller good. Wondering what to do with gw pharmaceuticals. Gw, its out of favor right now. You have to understand the way biotech works. There are periods when you want to own it and periods you have to take pain. I didnt say sell it. Youre in paintake mode if you want to have a longer view of it. Richard in florida. Caller booyah, jim, from orlando. Qsii, top quality systems. This is very hard. This is healthcare stuff. It did not have a good quarter. You know what, i prefer henry shine. Jim say, thats equipment, come on. But henry shine has been my favorite in that group. I reiterate that thats the one to own. Its not really a consulting company. Its not software. It is hardware. Steve in maryland. Caller jim, how are you doing tonight . Real good, how about you . Caller not bad. Campo pharmaceuticals set up a great chart pattern over the summer. I got it, about 24. And it took off very nicely, but then ms. Clinton did me in. I dont know that one. I do not know campo. I have to do more work. Jim in iowa. Caller hi, cramer, how are you doing . Good, how are you . Caller booyah. I saw you at the university of iowa. That was a fabulous show. We are iowa. Caller it was great, i enjoyed it a lot. Im calling about verizon. Vendorizon at 44 is a buy. I like verizon and at t both. Thats the the conclusion of the lightning round. [ buzzer ] announcer the lightning round is sponsored by td ameritrade. Im cramer. Welcome to book dropped. We have a problem with our bells. The bell will not stay tight. That would be very funny. Its a good blooper roll. Im calling about raytheon. Raytheon is fantastic. Is there anyone that i want patriot missiles in my backyard. And i like my neighbors. Cory in massachusetts. Caller jim, i just want to say one thing. You know whats getting me through this whole market with biotech . The mets . Im buying. Not just for everybody. Just for you. It kind of wiped out my profits. You mentioned tjx. The board intends to elect ernie herman as chief executive. I have clothes on right now that i bought at tjx. I am a constant user of their product. And home goods . You cant see it . Thats the point. I mean, i could show you during the break. Maybe not. Maybe thats too much information. My morning is getting more exciting by the moment. Wow. F, what are you working on . Let me show you. Okay. Our thinkorswim Trading Platform aggregates all the options data you need in one place that lets you visualize that information for any options series. Okay, cool. Hang on a second. You can even see the anticipated range of a stock expecting earnings. Impressive. Whats up, tim . For all the confidence you need. Td ameritrade. You got this. Like ive been telling you all night in this special ipo show, now that the market seems to have snapped out of its recent if you thifunk, were se after wave of ipos. Companies being sold by private equity firms are on my agenda. I explained how they can be a risk because theyre often so loaded down with vast amounts of debt, which is a big reason why i want you to stay away from the albertsons deal, at least where im currently hearing it being priced. At 20 bucks, it would be interesting. You need to take extra care when evaluating these companies. Kkr, the Business Private equity outfit, is having an ipo with a company thats at the heart of the global migration from paper to credit cards. They provide point of sale terminals including a mobile payment device that can sink with smartphones and tablets. Theyre the Company Behind the star interbank network which lets you use your credit card at millions of atm terminals. First data handles a lot of transactions in the u. S. They also provide gift cards, processing online, and providing analytics and security solutions. When it comes to the payments business, first data is every where. They also provide a number of services to financial institutions, everything from account screening to enabling Online Banking and protecting against fraud. What a company. First data is an important company. But its not necessarily the kind of company i want you to necessarily own shares in. Even though first data is a major player in an industry i like, the company has some issues. For starters, its not profitable. Its been losing money for years. Although i can forgive a lack of profits with rocket fueled revenue growth, last year the revenues increased by just 3. 2 . Thats just not attractive for me. What exactly is the problem here . How is it that a company like first data is losing money and barely growing its sales, just like albertsons ipo which i mentioned earlier . Its suffering from private equity syndrome, where a firm takes a company private, loads it up with debt, then sells it back to you a few years later. Ideally theyre supposed to make all sorts of changes that improve business to maximize a return on their investment. But the story here is pretty far from the ideal. Consider that kkr bought first data back in 2007 for 26 billion. It was always considered to be the deal too far, because it happened right into the great recession. Last year they had an additional 3. 5 billion into the company, allowing the company to transform itself into a much broader company, because people know that the market laps that stuff up. All in all, this investment has not worked out well for kkr. Kkr spent over 30 billion in first data, the initial 26 billion purchase in 2007 and later investments. In other words, since it first bought first data, its lost 40 of its value. These guys at kkr are the best there is. Its hard to believe they would take it public right now if they thought it would be worth a lot more in a year or two. And look, just like so many of these other private equity backed ipos, first data has a truly repulsive balance sheet. Even if first data spends every penny of the 3. 2 billion they plan to pay down that load, its always possible that the underwriters cut the number of shares offered and lower the prices. That could get me interested. I will be intrigued. Bottom line, i think kkrs experience with first data tells you everything you need to know. Theyre taking it public and the valuation is going to be roughly 10 billion less than what they paid for the Company Eight years ago. I would stay away from the company. There are so many ways to play the payment space. I like paypal, verifone, visa, mastercard. Stick with cramer. Eese. Xerox helps hospitals use Electronic Health records so doctors provide more personalized care. Cheese . Cheese patient care can work better. With xerox. Thats it. How was your commute . Good. Yours . Good. Xerox real time analytics make transit systems run more smoothly. And morning chitchat. Less interesting. Transportation can work better. Wierox. All right, guys. Were a little overbought, which means well start hearing stuff thats negative out of washington, all right . Political rancor. Well have to come in. I am saying you can buy ge at any discount. As a matter of fact, you can just go by ge on monday. Theres always a bull market somewhere and i promise to find it for you right here at mad money. Im jim cramer. See you tomorrow. Narrator in this episode of american greed. One mans bold scheme to get rich quick. The opportunity was there for them to make easy money. Narrator Albert Talton puts a modern twist on one of the nations oldest crimes making counterfeit money. This one was different because it was just a computer and several printers that were utilized to print this large amount of counterfeit. Narrator talton circulates more than 7 million in phony cash around the globe. He was almost proud of what hed done his perverted version of the american dream. Narrator . And launches the u. S. Secret service into the largest manhunt of its kind