People never learn. Given that were on trook have the best october in four years, dow gaining another 74, s p limes 6. 4 and nasdaq advancing 3. 4 , maybe investors will think twice before they put their brains in portfolios on month by month autopilot. Selling in september, and sell in may and go away for its by rote ridiculously, imfatuous, lacking of intellect. Next week is the busiest of the busy. One of four weeks in the year way too Many Companies report. I stress, this is a terrible time to make snap judgments you have to wait to hear the Conference Calls, and you want a perfect example . Look what happened to those poor fools ooh who sold Goldman Sachs down after reporting only watching zoom up 8 from the bottom. A morning Conference Call people didnt listen to, sold too quickly. The sim pliclistic headlines, r 50 of the time . Thats a coin toss. We dont invest in coin toss situations. [ buzzer ] house of pain. Thats where youre going. The game plan for next week . Pick and choose. Monday morning, heal from hal, second largest oil company, gave you a downbeat outlook last night in the Conference Call this morning. Acare tremendously about this Conference Call of hall la burty, not only because i want to hear about the frac now, pay later plan, i want to find out how halliburton plan with baker hughes is going and i bet you against a sense how much business to divest to get the deal down. Declines in oil and Natural Gas Prices this merger could stabilize the Oil Service Business creating a worthy rives to schlumberger. Oh, buoy. Valeant, vrx reports monday morning. The pharmaceutical roll jum on the red hot political griddle getting subpoenaed to see if its jacking up drug prices unreasonably. A difficult run, plunged from 263 to 177 during the scrutiny. The stock doesnt run up idly. The fact it tacked on 8. 69 today, given the way this is trading, valeant probably has something up its sleeve to counter the recent negative publicity. After the close, oh, boy, this is another tough one. After the close, we get the results from ibm. Now, this stock has desperately been trying to put in a bottom with a yield north of 3 . Let me be clear what im looking for from Warren Buffetts position. The cloud, big data and cognitive businesses need to become a huge part of the sales pie is assuages worries about ibm slower growing legatee business. We dont want that to happen just by having the slowing growing business get small. If the lines skirlate without a dropoff in older divisions, the bottom in and i will be out here on tuesday pounding the table for you to buy ibm. Otherwise, if its not this quarter, we have to wait. Tuesday we are for united technologies, u teks on the trading desk. More like General Electric, livered a terrific quarter or cramer honeywell, ferted a bit when reporting today. I loved the new Technologies Management team led by the nononsense greg hayes but the oldest elevator business is hostage to the downturn in interest spending in chinchina. Maeve give it another quarter. Its gone well and has a magnificent aerospace business. Im a huge fan of verizon, which will report. I love stable dividends ands consistent mild growth. Reports next tuesday, stocks 5 yield makes it too attractive to close up. After the break, chipotle. A restaurant in brooklyn, and bar san miguel. Closed for a private part e tonight. Cha poipotle ramping since last quarter. I think its profittaking. My blessing to use a deep in the money call strategy i outline get back to even to bet on cha proet lei, to invest or trade going into the quarter i like those guys. Wednesdays going to be very tricky. That is because ba, boeing, reports in the morning. It has to refute headon the talk of a wide body airplane glut, and an idea delta put in our heads the other day. Maybe wanted to buy planes cheaper, boy, its trying to settle down. It didnt help that spirit air talked down its nearterm numbers last night, and its stock got crushed for more than seven smackers today. You didnt save on the stock. If you ask me, boeing, keep your battle in the shoulder situation. Got to hear more. Dont buy the first stpike. Thats often been wrong. Spike up. I always tell you not to pay much attention to strong domestic numbers from General Motors because its International Figures that are at the fulcrum of what the stock does. When we hear from gm, is there hope for latin america . Holy cow. Even Brazil Trading down late tonight. A big business for them or a churn in china, like, beamer saw good numbers. Otherwise, im not enamored of gm. Too many moving parts. The last few times steady eddie kimberlyclark reported you can get these from no. Actually gave them to me. Anyway, it stock didnt wree spo respond as well as i would have liked. Its a fantastic company if you dont own kimberlyclark now, take a look at the chart. Goes like this, down and then vavoom, can kinder restore its lackluster when delivering results after the close . The bears chatter is that talk down stimulative growth. Always here negative reports. At these prices i like enterprise product partners, and energy transfer, the etp kind more than kinder morgan. Kmi comes in a close third. Thursdays a miserable day for me. Just miserable. It seems like everybody who hasnt reported decides to do it in that one session. Im thinking about making a mockteeny of fivehour Energy Drinks allnighter as the wife goes on a cleanse. I kid you not. A cleanse. What the heck is that . Anyway, first we hear from 3m before the open and i fear this will be a very tough quarter, because of their asian exposure. Trust 3m, but want it to go lower before we buy more. That said, tremendous faith in the ceo to deliver over the long term as i do honeywell and triumph over head winds. Caterpillar, look at this day. Will ya . Maybe a tenhour energy drink . Now, cat preannounced a miserable quarter. Can it get more miserable . Of course it can. The stock is awfully cheap with a 4. 4 yield. A 5 one might be too cheap to ignore. Pounding on the table for this one, you know. The socalled disappointment over a cholesterol drug. I like eli lilly for the franchises, call me a buyer. Will mcdonalds do Something Big when it reports . I think ceo of course, cramer favs steve easterbook, a longtime turnaround. I dont know if well hear about a newfangled engineering thing. After the magnificent run, might pay to wait and see. And after thursday, alphabet, artist formerly known at google along with microsoft, and i like all three. Hopefully the new alphabet better than the old google telling a story of disparate investments. Amazon taking market share and money from rival, the at least of which, staggering Market Capital asian loss from walmart and microsoft, getting a positively jiggy feel about this windows 10. Microsofts a buy. Finally, friday we hear from three companies faring liability. First American Airlines merged with us airways. The last flight out of philadelphia this weekend. I fear concerns about the Merger Integration and maybe Information Technology snafus. Second, procter gamble. A stock thats been, say, not so hot for so long. Wonder if the company has something up its sleeve . Otherwise its going nowhere if it keeps delivering subpar earnings. Finally, ibm buyer if the stock is hit ahead of the quarter. Jumbo earning, portfolio gets crushed making snap judgments before the Conference Call. Dont take the bait. Stop, listen, learn, and hen then should you pull the trigger. Dennis in michigan. Dennis . Caller hi, jim. I have some lulu. Lululemon is a leading Canadian Company featuring yoga clothing, but it seems very volatile. It went down considerably in late september and early october. Yes. Caller and grew substantially in midoctober and went down again, to 2. 9 . What are your thoughts . Credit suisse recommended all the margin problems that wrecked the stock for so long may be in the past. I think that this stock is one that you buy in the low 50s and then you sell after they report its a yo yo. Next week is the busiest of the busy. Making any snap judgments will cost you. Make sure you stop, listen and learn before you make any moves. Oh, man, tonight, even though the rally stole this week, the energy group rebounded to its lows. Time to consider buying in . All week long highlights my favorites in space and i have one more for you today. Its juicy. And understanding anatomy of a rally. It might be simplier than you think. Plus, yesterday, worldwide symbol back, took a hit after what many thought was a lackluster quarter. A discount . Could competition raise a red flag . Ive got the exclusive with the ceo. Why dont you stick with mad money announcer dont miss a second of mad money. Follow jimcramer on twitter. Have a question, send tweet. Send them to cnbc. Com, or give us a call at 1800743cnbc. Miss something . 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 stted today. Even though the rally in oil prices has stalled a bit this week, the fact is that crude and the whole Energy Sector have rebounded dramatically from their late september lows with the xle, the s p energy etf up more than 15 since september 29th alone. Of course, as ive been saying all week in the special series, the group kerntly is taking a bit of a breather giving you terrific opportunities to do isnt buying. Buy, buy, buy given i expect it to move gradually higher over time because so much capacity is being shut down as marginal and stretch producers run out of money to drill. Something that oil surface giants schlumberger confirmed when it reported last night. Ive been highlighting my favorite oil and gas names, however, because this space can be treacherous and lots of companies in real trouble if we get another leg down in oil prices, even though im not looking for that, we have to be extremely careful when picking energy equities. Oh wen want to own the highest Quality Companies allowing us to get some sleep at night. Hence the series on energy has stocks to live with, Like Energy Transfer Partners and Enterprise Products partner es. Two super high yielding natural gas oriented pipeline plays as well as Occidental Petroleum with a rare beginnings of growth, a strong dividend and good Balance Sheet. Most of the oil sheets dont have good Balance Sheets. I want to talk about another part of the oil complex i kind of gave up on a long time ago but its back. The tanker business. In particular, my favorite operator in the industry, yes, nordic american tanker. Symbol, nat. I used to call naty dread it was so bad. As the rest of the Energy Sector indeed struggled, in fact, merely doubled over the last 12 months. Not even counting the companying gigantic yield, 10 . On the surface seems to have a simple business modelown a fleet of 23 oil tankers, 24th coming later in the month and leased to slints looking to ship or store crude. However, that means the dynamics. Tanker are far different from this tradeup oil producer or even offshore drillers that lease their equipment. Nothing to do with the price of crude. It anything the tank every Companies Benefit from Cheaper Oil Prices caused by a supply glut meaning nor transfer from, say, saudi arabia, pumping like crazy. At the same time more de3457bd from speculator who want to use tankers as gigantic storage karins because theres nowhere else to put the oil waiting for the price to go higher. A common hedge fund play. For years the price of crude at very elevated number, say it was a total [ dog barking ] right. A bowwow. Seemed to go endlessly lower. Year after year after year, from 2008 through 2012. The next couple years the stock bounced along the bottom, not doing much of anything. Ah the reason, like i said, Companies Like nordic american are totally hostage to the oil tanker market, when there are too many tankers, not enough demand, the day rates that this company leases its ships out absolutely plummet. Ah there was an extended period of overbuilding of ships that started with oil prices shot in the stratosphere in 2008 and because it take as long time to put a ship together, took years for that excess capacity to work its way through the system. Plus didnt help that the explosion of Domestic Oil Production in the u. S. Meant our countrys been importing a dramatically less, much smaller amount of foreign oil that used to shipped from places like nigeria and the middle east using north american tankers. After years things turned around. A real turn at nordic american. The stock doubled. Didnt catch the bottom. Wish i it. I think it has more room to run. The upswing, i bet they stay that way for some time. The excess production by the saudis i mentioned. Hansen pointed out in letter to shareholders, a low oil surprise good for the tanker industry. One reason the price is down, increased production and supply of crude oil. As it stands demand is strong but high opec production resulted in increased supply of oil. The strong tanker market in the last year or so reflects that reality and thus weve experienced both an increase in demand for vessels and the rates weve been able to charge for our services, end quote. Hansen is absolutely right. The cost of renting one ship for one day are at highest levels in years. The spot rate for whats known as very large crude carriers taking oil from middle east to the far east is at over 100,000 a day we havent seen that since summer 2000. Got as low as 10,000 a day. I almost rented one to plan my wedding on hey, good dance floor. Of course, these tanker day rates can be incredibly vulnerable. Companies like nordic america are basically printing money because at long last, not enough tanksers to fill for the ships. I bet the situation stays that way. Second, as long as prices stay down, in the 40s, which can happen, lots of speculators buying crude oil at low prices and hold on to it in hopes the price will rise in the not too distant future. They need to put their oil somewhere and options for storing gigantic quantity isz of texas d. The cylinders you sear almost all filled these days. Oh, another plus, lower fuel costs which really matter. Probably the biggest variable cost for nordic american. But why them in particular . Starters, nat pays a knnotoriou 9. 7 and 38 cents over this week, albeit after four straight quarters in dividend boost, remains elevated to are some time. Even if they dont raise for another year, talking a 10 yield. Downright spectacular versus treasuries. Probably asking yourself, shouldnt we be worried about that dividend cut . Isnt that a huge red flag . Ill explain why they did it. Nordic american has always been the best run and the most conservative company in, well, in admittedly the wild cowboy tanker space. Back in october the Company Announced buying two ships for 122 million and this time, although it never hasnt done this the last time. This time management promised not to dilute shareholders, which killed the stock over time. Trimmed the dividend to pay for the ships without hurting the price of stock by issues more stock. Something done in the past and vowed not to do forward. Thank you, herb. And allowing the company to raise the dividend want they take delivery of the tankers and put it to work. Plus, the Balance Sheet about a best in a tattered industry. Finest fleet in the business, less than 20 year old ships and because of the possibilities weve seen ships over time, of course, that are not as safe. Oh, and one last thing. I think this is probably the most important. Management is heavily invested in nordic american, and i mean that literally. The founder and ceo is also this companys second largest shareholder. 4 million shares and just bought an additional block of 100,000 shares in august. Insiders sell for all kinds of reason but only buy when theyre feeling bullish about their companys prospect. During the big swoon in his stock i told you i wasnt a fan, but i believe the bottom is real. I think the rally continues. Bottom line, right now tanker space on fire. Nord iic mirth american best in fleet. I like the stock and particularly if it pulls back another 70 cents to trade below 15. You get the magic 10 yield. Been a while since i flagged this one. I need you to have these in this ring, ultimately higher and nordic american is an excellent longterm way to play the energy business. Stick with cramer. Day two of the slowdown thesis played as it always does. Buy, buy, buy, buy bishgs, buy. That they can find. We saw fabulous moves in the buy oh techs and fastest names in technology yesterday. Day two, investors buy the staples. The companies that wont miss the numbers even if the economy stutters. The ones with much less risk, even as they also have much less reward called the chicken growth stocks. When you believe a slowdown is coming you buy stocks like pepsico and kimberlyclark, kraft, what a move today, and eli lilly, and sdhaept youre sacrifice upside for steady eddie sleep at night profits. Hence the rally we saw all day, even when the market was down. I like to teach this stuff because i want you to understand why stocks behave the way they do. So often we see random, stupid moves even. Take General Electric, urging people to own for ages although ive accelerated the push since last week, getting the most out of its company. This morning General Electric reported an electric quarter. Terrific margin expansion, the clown headline writers boo immediately put a negative and ridiculously wrong kibosh on the sales growth number and the stock went down in premarket trading. Down big. Investors came to their stenss and ges stock was off to the races. Im not talking about this individual stock when i try to explain the current rotation. Im talking about a season the playbook that works virtually every time because of what the committeestyle way that big money is often run in this country. In other words, it works like clockwork thanks to the group think of these Money Managers we call, the big managed funds. Remember the circumstances. Fed doesnt tighten because its worried about a weakening economy. Employment numbers seem to be peaking. Nonresidential construction slows down. Commodities plummet. Next thing you know, Walmart Walmart implodes now, fast money head fund mrpgs are able to maneuver quickly. These managers go around, buy. Buy, buy, buy, buy. They reach for the growth stock, the most juice, sales force. Amazon, ilk. They can handle the possible downside and jump ship the moment the economy accelerates again. Hence the rally on day one after people become convinced theres a slowdown. Big time money funds, the mutual guys, the slow money, well, theyre not agile p. T. Boats like the hedge funds. More like lumbering battle ships. Portfolio managers meet, discuss, kick around ideas, mull it over. Meet again, discuss, decide, collectively the country is slowing. Which stocks will the mutual funds bund . The consumer package good place, and which ones should we buy . Let me see. Pepsico. Ooh, just reported a terrific quarter. Kraft is run by smart guys. Buffett involved, eli lilly, cholesterol drug knocked out of the box. What the heck. Alzheimers drug in the pipeline and a diabetes drug with less heart problems than any other treatment and decline, smart guy at the helm, a slowdown. These Consumer Staple Companies have sky high dividends way much better yield than the bond market competition. Voila. Thats how you get the rally in the staples we saw today. Can it really be that simple . Notice i didnt say stupid. Thats simple. Absolutely. Why doesnt everyone know think playbook . Because who else would bother to pull back the curtain on the way big money is managed other than me . Heres the bottom line. These are trade secrets. 2340 hedge fund or mutual fund wants the public to another their strategy. It will play into their profits. Now you know and you can play the slowdown game. Dino in michigan. How are you . Caller couldnt be butteett. How about you . Pretty good. Caller you are a good instructor, investments from last year. What should i do . Sell it, keep it . Trinity is not my cup of tea. A couple of problems involving highprofile headlines that didnt read well for them in construction and transportation. Those industries are on the way down. To me i think the stock is, in the wet. Its in the way of you making money. If you have gains, take them, take the loss against it and buy good stocks so you can sleep at night. You cant with trinity. Rich in pennsylvania. Rich caller good evening, sir. Good evening. Caller jim, ivive vested in Hershey Foods and i think its time to divest a certain portion of that investment, and i wanted to know if i should sell and wait for the stock to go down to reinvest or main time my holdings. Hervey hershey is a good company. Im not for trading around. Buy, buy, buy. Hi hervey. Just own it. Today was day two of the slowdown, investors flocked to the staples, the consumer package goods, part of a season playbook i will always open just for you. More mad money ahead from air b and b to home and away. Can Marriott Vacations worldwide stand the pressure jer i have the exclusive with the ceo of this beaten down stock, and danny meyers, investors, an exclusive, what makes his company so compelling . And a rapid fire edition of the lightning round. Stick with cramer all right. What the heck just happened to Marriott Vacations worldwide . The wellrun time Share Company spun off by Marriott International in 2011. Putting more money in American Consumers you might think time share is doing well. Yet marriott reported upscale time shares missed numbers. Stock annihilated losing more than 15 of its value. Today dropped another buck in change. Off an 87en cent basis, lower than expected revenues and while marriotts vacations raised full years guidance, also cut Vacation RentalSales Forecast dramatical dramatically. Duck tails to the slowdown taking the market by storms the past couple of days yet a lot of questions are here. Some weakness had to do with the strong dollar we talk about all the time that took a hatchet to International Sales and wall street may have overraeshgted with the selloff. Plummeted 32 in less than three months. At some point back, i like to call it, a compelling value play, but have we gotten there yet . A closer look with steve weiss, president an ceo of Marriott Vacations worldwide. More about the quarter and prospects, welcome to mad money. Thank you, jim. Nice to be here. So glad you came on, sir, because you have a very wellrun company and a company that has been much more, been a lot more time on the 52week high list than down here. Can you explain to people why the stock shouldnt be where it is, because the selloff seems overdone to me. Well, to be honest with you jim, we couldnt agree with you more. We were mystified yesterday when we saw what i would characterize as a huge overreaction to a couple of metrics that we report out on a regular basis, in which were largely driven by two things. Number one a shortfall and some of our contract sales volume out of latin america driven largely by the strength of the u. S. Dollar and based on portable a timing thing between quarters three and four. And, you know, we reaffirmed our fullyear guidance. Guidance that said of our 222 to 232 million guidance we guiding towards the upper end. 175 million to 200 million and raised our eps forecasts for the year. So were scratching our head just as you are about exactly why that would have happened. Lets scroll down on the strong dollar. We talk about that all the time. It thats what people are concerned about, the rial getting weaker, do a lot of business in mexico. The peso in tatters. Do you need to see those two currencies to rebound to please analysts who seemed a little mystified . First of all, our latinamerican seams are less than 10 of total sales. Secondly, we sell in u. S. Dollars. So when the mexican peso drops 15 percent in a quarter, brazilian rial 40 , colombia peso dprace drops as well. A shortterm impact. People buying a quarter ago a material price difference between what they bought then and what theyre buying now for the same exact product. Over time, theyll be will new normal. People will begin to realize, okay. Our currency isnt valued as much as it uses to be and adjust thinking accordingly. Its a shortterm issue versus a longterm issue but probably going to take another quarter or so for that to shake out. Fair enough. There are people, i check around, frankly because people are headsmashing, too, because we know your company, as a economy thats done well over the years. Some guys saying, listen, ask, is it air b b . Home away . Disruptive online systems we havent thought about . Yeah. We get that question. Not infrequently. Air b b as an example a good proxy for the others. First of all, i think the thing you need to keep in focus the simple answer is, no. We dont see it as being a Disruptive Force for us. Air b b, predominance what they have in their portfolio is products in large metropolitan areas, we have a small presence there. The profile of their customer and, doesnt match up with who our renters are or who our people that tour or time share trods are. A different way to think about it, people that are using air b b or counterparts are, in fact, sharing accommodations with other people. Well, the American Resort Development association of which we are a member, this is a time share trade association, actually has looked into it, taken the point of view. If people are used to sharing, in fact, as they progress over time, theyll be more likely candidates for our time share product than maybe you would have originally thought. The other thing i think to think about is, that when people stay at our resorts, its a much more robust portfolio of amenities, service levels, et cetera. One of the reasons theres a big difference. At one point plshs gmr. Gel. Cfo, new Investment Program started latter part 2014 and believe it will drive tours 2016 and later. And may be one of the reasons youve been aggressive buying back stock now knowing thats in the future . Clearly, we believe that obviously when were looking at capital allocation, and were figuring out where we want to be in the market to buy back our stock, when we look at situations such as presented themselves yesterday, we think theres an excellent opportunity for us to be acquisitive versus anything else, but the reality is we have been over the last 12 months, weve been moving very aggressively to develop some new channels for tour generation. One of which is called transfer program with Marriott International and another an encore program, people that take a tour, dont want to buy today but are prepared to buy something in the future, we give them an opportunity to come back at a good value offering. Both of those programs work very well for us. In fact, weve got 20,000 more tours in our pipeline this time than last year and are very optimistic what the future holds for that. Got to tell you, i mean when i heard you were coming on i was thrilled. Ive been watching the stocks ever since the spinoff. It never comes in. Suddenly it comes in and nobody wants it. Thats the opposite of the way people should be. Stephen weiss, president and cfo of Marriott Vacations worldwide. Thank you for coming on the show. Thank you, jim. We appreciate it. Not a lot of value in this market. You just heard a company that will do the nunumbers, did not e numberance buying back stock aggressively. Sounds like a bargain to me. Mad money back after the break. I built my business with passion. But i keep it growing by making every dollar count. Thats why i have the spark cash card from capital one. I earn unlimited 2 cash back on everything i buy for my studio. And that unlimited 2 cash back from spark means thousands of dollars each year going back into my business. Thats huge for my bottom line. Whats in your wallet . It is time time for the lightning round sell sell sell. Buy buy buy. Sell sell. Ready to sell. And then the lightning round is over. Are you ready . The lightning round. Start with zach in illinois. Zach caller hey, jim. This is zach from chicago. I bought fire at 48 and doubled down when it hit 30. What am i in for the next 30 months . Wish the ub cans best of luck. I want that city to have a winner. I think fire come down too much. Recommended by a firm, numbers are good there. Palo alto is not cheap. Fire is relatively. How about phil in new mexico. Phil . Phil, hit me. Phil . Caller yes. Youre up. Its jim. What do you got . Jim, after 48 years in the market, thank you for helping me be a better informed investor. Thank you. Caller if lewis rue kiz we are alive today hed be a regular viewer also. That would be he was the he was the man. He was the deed. Caller he was. By the way, i think you and cnbc should do the theranos test rather than the wall street journal. One step further. We offer them both. Whats going on . Caller pe of seven and rapid sales and Earnings Growth in recent years, though slowing, consensus peg is one. Debt ratios look okay and average rating outperform. Shares down almost 40 in the last year. Technicals look weak and the down trend continues. My fundamental worry is that seven companies are increasing the worlds fleet by 45 oerch are the next two years. Okay. Which stock is it . Caller its navigator holdings. Okay. The problem is, there is a big of boats built. I would not want to own that stock. Take another. Lets go to ah roadica in california. Caller hello, mr. Cramer and thank you for taking my call. Of course caller my question is about hcnp. Mr. Walbert on, involved in a pricing issue as wound well fit after he comes back nap, ladies and gentlemen, is the conclusion of the lightning round announcer the lightning round is sponsored by todaytd ameritrade. So caller professor cramer and the wife. None better. The wife is the wife insisted, the ribs she made be called the wifes ribs. I dont know. I take issue with that. Caller and the best short rib taco in new york. Read nigh yelp review, booyah, jim. She doesnt watch the show, a tape or nothing so i can say what i want. I would no woo this company out of. Stock goes higher. Sound more constructive on twitter than in some time. Have you looked at it. A new hash tag . Cramer cues . More of what my daughter wants to do. The kinder, gentler jim. A little emojis, like sunglass faces and stuff. So the opposite of me, to do emojis and i get spray painted before i go to work on the show. Im youre getting spray painted . Got to krylon, sir wynn williams. Cramer. Should have my own brand. Cramer. Cramer. Go to jonathan in massachusetts. Jonath jonathan caller hi, jim. Im a patriot fan and a jim cramer fan. Is this jonathan kraft, the owner of the patriots . Caller oh, i wish. All right. Whatever. Jonathan kraft is the son of owner robert kraft and he gave me a, cramer number one patriots jersey. Which i will not wear when i go up to that game against teagles t. Caller nice toasting your eagles to my jets. Focused on it. All i can think about it, other than the show and the wife. You know . Ah random . No its all about understanding patterns like the mail guy at 3 12 every day or jerry, getting dumped every third tuesday. This happens every third tuesday. We have Pattern Recognition Technology on any chart, plus over 300 customizable studies to help you anticipate potential price movement. Theres no way to predict that. For all the confidence you need. Td ameritrade. You got this. Even though my mission here on mad money is to help you try to make money in the stock market, we always need to keep an eye out for up and coming privately Held Companies with Disruptive Technologies that have the potential to transform their sdpris and possibly become the hot stocks of future bringing me to, oleo. A Software Platform for restaurant chains letting you use nor phone to place a takeout order and pay ahead of time so you can skip the line once you arrive at the store. Dont we all want to skip xwoo basically olo has a solution for big restaurant chains and already have major customers include be chipotle, baskinrobbins, five guys burgers and fries and many more. In fact, this company is the Fastest Growing digiting provider. I have to admit in a crowded industry. Plus, just last month, olo rolled out a new offer called dispatch. For large restaurant chains, delivery. Give ug a list of multiple couriers with a list of prices and delivery times to pick the best option. Call it the kayak of food ordering. Earlier i got a chance to check in with the founder and ceo of olo. Take look. One of these concepts i think everybody wants to skip the lines how did you come up with it and how well will olo let me skin the line . Exactly how i came up with it. I wanted to skip the line at my local coffee shop and thought it would be great to use this device to orderser ahead, and they can make it while im going there and be ready for me. Doing it with over 150 Restaurant Brands. Over 12,000 Restaurant Brands using olo to power their ordering experience letting people skip the line. Olo, thats not. This is a builtin system . Exactly right. A sas. Its a cloudbased system for this kind of demand . Thats right. So its about enabling restaurants to better serve an ondemand consumer whether that consumer wants to pick it up faster or get it delivered. The new thing were doing. Talk about the space itself. We had dominoes pizza on, and he seems to have something similar. Howard schultz on. Starbucks has something similar. How is this different. Those are the exceptions not the rule. Most Restaurant Brands dont have a large enough team inhouse and dont have the ability to integrate their system into their point of Sale Technology than goes into the kitchen. Dominoes has been doing it over 15 years now and now do over 50 of their sales through digital. In the uk, 70 sales are digital and the rest of the restaurant world is trying to catch up and now that starbucks is doing, Everyone Wants to do t. Have to turn to you because they cant build it themselves. Exactly right. A friend of the danny meyers part of shake shack. He joined your board. Wouldnt do that idly. Must think you have value added to restaurants . Absolutely. Danny has been a great mentor to me for a long time and i loved reading his book and loved eating at his restaurants, but joined our board about a year ago, and he says about olo, a lot what open table was doing for fine dining in a imt willed service segment. Open tables market about 40,000 restaurants in the u. S. Ours is about a million. A much larger opportunity and about that transaction, in this case is about ordering not about making a reservation. Talk about dispatch, your latest venture. I worry about this, weve have postmates on many times. Smart guys. Grub hubb, interviewed them. They have a business like that. What distinguishes ditch patch, uber of this particular element, from those other guys who are so smart and have a lot of good people working for them . Sure. To be very clear, we are not in competition with postmates or grub hub or anybody who has a Delivery Fleet. Okay. Instead were partnering will all of these players to provide a met da Delivery Fleet to do that at scale nationwide. Really what dispatch does, capitalizes on the fact we have an integration into the point of sale and into the kitchen of these restaurants and basically works like kayak for delivery as much as. Customer wants an order for delivery. Dispatch reaches to services in realtime, who can do it the fastestened cheapest . That auction model drives down the cost of delivery enables restaurants to do it at a larger scale i. Got it. So its, you basically have a system that is like uber in the sense that its an algorithm so to speak. One last question. Youre not a startup. Youve been at it ten years. Most time we ask starters when will you become public. I have to ask you why havent you become public . A market i spotted in 2004 and launched the company in 2005. Its staken a long time for smartphones to reach massive adoption. Now that they are and massive as much as like uber that turned the smartphone into a Remote Control for the world around you, you have sfraunts saying this makes a lot of sensy, i have to do this and demand off the charts. Tipping point occurred for olo. Absolutely. Exceent. Ceo of olo. Stay with cramer. Make healthcae personal with patientcentric, digital innovations; from selfmonitoring devices that can interpret personal data and enable targeted care, to Cloud Platforms that invite providers to collaborate with the patients they serve. Thats why over 90 of the top 25 Global Pharmaceutical Companies are turning to cognizant. Our domain experts, technologists, digital and data specialists, clinicians and scientists are transforming the way Clinical Research sites collaborate with pharmaceutical companies, and enhancing Patient Engagement with innovative platforms and solutions. Our populations growing healthcare needs present growing opportunities for our clients to advance the future of medicine with digital, and improve the quality of lives. When you do business everywhere, the challenges of keeping everyone working together can quickly become the only thing you think about. Thats where at t can help. At t has the tools and the network you need, to make working as one easier than ever. Virtually anywhere. Leaving you free to focus on what matters most. Tune in with me tonight. Im jim cramer. See you monday narrator in this episode of american greed, meet the attorney who swears he can make the dreams of couples wanting children come true. These people werent looking for money. They wanted a family, and he preyed upon that. Narrator he promises babies for a hefty price. Im thinking, oh, my god, theres a baby. How are we gonna come up with all this money . Narrator but kevin cohen is actually a merciless con artist, brokering deals that shocked investigators. Ive never seen anything like this before. He had every angle figured out. Narrator and he callously exploits the hopes and desires of people just wanting to be parents. It really is incredible that anyone would do this, and, you know, had he stabbed me in the