Working are downright toxic. Specifically the banks, the restaurants, and the retailers should be on fire right now. But instead they are houses on fire. And theres no letting up in the flames even as the averages rebounded hard today. After opec announced it might cut back half a Million Barrels of production in november. I think this is more of the same where they rumor the price high, which worked again, and then kind of do nothing meaningful. Nevertheless, as i have said over and over again to you, anything that drives oil higher takes stocks higher, and thats sure what happened today with the dow ultimately gaining 111 points, s p climbing. 53 percent. The linkage remains that great even as i urge you to be skeptical of any socalled deals when there is such a worldwide glut of oils. We need millions of barrels to be cut, not less than a million. This means the amount will not give you a lasting impact. I want to talk about whats happening with these beleaguered groups i mentioned earlier. Lets start with the banks. It was clear the stated policy of the Federal Reserve to raise Interest Rates several time because the Emergency Fund rates levels that we came into the year with are certainly not in keeping with the rate of job growth in the country. And the banks make a fortune when rates go higher. So they were very favored. Now, you could argue that given the amount of job creation, which is strong, and the price of housing, which is so robust, the fed should have raised Interest Rates perhaps as high as three quarters of a percent, if not more from where they were a year ago. Instead weve only had one hike, that december hike, because theres so much else thats not going well in this country and the world. For example, we got a durable goods number this morning that showed almost no growth whatsoever. Thats on top of various pmi numbers and retail sales growth thats pretty sickly. Of course the rest of the world is cutting Interest Rates. So if we raise them, the dollar would theoretically skyrocket, making our exports even more anemic than they already are. Meanwhile inflation is pretty much nonexistent. Digitization keeps costs low. Weve rarely seen such pricing pressure on foodstuffs, and its impacting every aisle of the supermarkets, including the once hot natural and organic section. It doesnt help that klein almost imploded and the price of oil repeatedly threatened to break down. But oil did break down back in february causing the fed to put its plans on hold for what looked like an ideal time. If it isnt one thing, its another. That might as well be the feds mantra for doing nothing in 2016. And that caused immense pain for the banks since theyre the group that had the most to gain from rate hikes. It just didnt happen. And their soon to be reported numbers, i am telling you i think will most likely prove to be too high, which will cause sell, sell, sell. There have already been a couple of offsets, for example, auguments the profits by offerig more services to customers, services with a steady stream of fees. That was called the Virtuous Cycle of crossselling, and the more aggressive you were, the more accounts opened per person, the greater the profit for the bank. But now because of multiple transgressions by wells fargo, admitted multiple transgressions, where employees opened far more accounts than the customers even knew about, crossselling has become a vicious cycle downward that the banks somehow have to stem. Of course thats that pretty bloodless way of saying it. What were talking about is taking away the premiere that wells fargo stock has enjoyed for years versus other banks because of what is now regarded as fraudulent cross selling. Wells fargos board of directors has managed to claw back some of the compensation coming to ceo john stumpf and the now retired carrie toel stead. This so far silent leader of the bilking division, but its not clear if the law makers who are set to grill stump tomorrow will be appeased. Its possible that stump could lose his job as we actually talked about when he was here on the set, and the crossselling that helped profitability will lose its champion. Either way no one is going to pay as much for the stock, which then trickles down to what the whole market will pay for all the other banks. Wells fargo was the gold standard. That is no longer the case. It gets worse. The european banks are a disaster. The london banks which seemed to be finding their footing have seen their core franchises obliterated by brexit. And deutsch bank is in dream land when it comes to somehow it believes things are hundredky dory despite relatively low reserves and expensive legal problems. Deutsch bank has historically been totally clueless about the american way of justice when it comes to banks, which is basically to stick it to them for mortgage transgressions from the great recession. Hence why without much due process at all, bank of america, jpmorgan and citigroup paid 17 billion, 13,000,000,007,000,000,000 respectively. Now its deutsch banks turn, and the Justice Department would like them to fork over 14 billion for their role in the crisis. Deutsch, which only has been 5 billion and 6 billion of reserves regards that as ang opening bid in some kind of negotiation. The ceo saying he hopes deutsch bank will be treated and i quote with the same fairness as american banks that have already agreed on a compromise, end quote. Has he talked to any execs . Has he talked to their attorneys . If he gets the same level of fairness they got, deutsch bank could end up needing a bailout. Due process . The second sector that should have been rosie, retailers and restaurants. Holy cows these stocks have been bad. Last night sonic, preannounced a truly dreadful number which comes on the heels of a devastating number from cracker barrel. Both of these companies should have been beneficiaries of lower gasoline prices, and the negative pin action . Its hammered the whole rest of the group. Retail is no better. Credit suisse the stocks miserable taj ektry has been a harbinger for most of the rest of retail. And the death star of the industry, which of course is amazon. Which continues to go higher as it should. Even the retailer that have been making a stand like urban out fitters, theyve been smacked down beyond all recognition. This is all very extraordinary given how plentiful jobs and how much spare change the consumer has in their pockets thanks to cheaper gasoline. And nike, with u. S. Sales flagging, it feels more like a retired nike missile. I do think it is say matter of time before it regains its sfature. These stocks have become the third rail of investing. If you can avoid touching them, i recommend it. Of course theres still plenty that is working. Techs been strong, the Semiconductors Stocks are up 20 this year. The faaa stocks, facebook, alphabet, alibaba, have been running, but the latter got slapped with a sell call. I didnt like that call at all. Its been apple thats been the real star, though, with the stock rallying from 95 to nearly 114. This whole higher than expected sales for the iphone 7. An exploding phone from competitor samsung clearly superior optimal. And a new Initiative Announced today, this afternoon, with deloitte, a huge Information TechnologyConsulting Company that could make the enterprise the stickiest customers out there. Finally tilt toward what the employees use, apple. You need to watch this deloitte deals ramifications. Its strategic, which means it could move the needle by taking the pressure off this whole how many cell phones did you sell today treadmill that apple has been on. Wouldnt that be a godsend . Heres the bottom line. As this quarter winds down, we have a paradox of banks and retailers and restaurants, what we thought would be the strongest stocks in 2016, devoid of footing, while tech stocks its the opposite of what you might have expected a year ago, and its a major reason why things feel mighty gloomy. David in new york, david. Caller hey, now, jim, whats going on . David in new york. Man, i dont know. Im just having a good time today. How about you . Caller sounds good. My question is regarding solar city. I really do believe in elon musk. He terms this merger as a no brainer, so my question to you, is this really a no brainer, or is he going to hit us with i got a reference at delivering alpha. He said solar city he felt basically was a company that may not even survive. That said, i was with someone last night. I took a ride in a tesla and then bought the stock. Just like that. Ride tesla, buy stock. As my great friend jim stewart, who is a freak writantastic wri tesla people like their tesla stock, and they dont sell. So tesla, the stock, i think youre still in a cult situation, and its going to go higher. Incredible. How about norman in california, norman . Caller hey, jim. Big North Hollywood booyah to you. I lived there for a while. Booyah right back at you. Caller the reason im calling. I have some shared in a diversified Construction Company that has sizeable infrastructure and roadbuilding division, and given the urgent need for upgrades in our infrastructure, how do you feel about fleur corporation, flr . You really want to be in Martin Marietta stematerials an vulcan materials. Fleur, i regard as being an oil and gas play, and thats why i think you take advantage of this new rumor about a Production Cut and maybe even do some sell, sell, sell. This is far from the market many expected going into 2016, but as the quarter winds down, well, we got to go over restaurants, retail, financials. They may be weak, but standouts in tech are helping us get through an ugly month, of course also a Production Cut rumor. On mad money tonight, with names such as sharpie, grayco, mr. Coffee, elmers, now newell is the product powerhouse that rules the aisles of retailers like a target and a walmart. Can it also rule your portfolio . Then is nike losing its footing in the Sneaker Market . Im trying on a different play in Sports Apparel after the swooshs slipup today. And Radius Health is up. After a shaky start to 2016, is it still worth investing in a company that has the patch . I have the exclusive with the ceo. I suggest you 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. Its peyton on sunday mornings you like football . Its directv nfl sunday ticket. I can watch every sunday ticket game live on any device. Well im retired now. So i just sit here watch nothing. If i were you, id work as long as you can, son. Get nfl sunday ticket only on directv. And watch Live Football anywhere. Switch today and get 100 reward card. Earlier this year, two terrific companies merged to create a Consumer Products powerhouse. The old Newell Rubbermaid and jarden. 100 brands including everything from bicycle playing cards, mr. Coffee machines, coleman camping gar. Now the combined Company Calls itself Newell Brands. This is a holiday special. Ive been recommending this stock since the deal was announced last december and so far the stock has rallied more than 18 yeartodate not just because this is now featured in every store near you. Actually ive never seen it before other than on the set. Now, a number of the analyst whos cover the sector were hesitant to get behind Newell Brands because they feared the complexity of these two companies or they didnt like all the money newell was borrowing in order to pay for jarden. All along ive said this deal creates fabulous cost synergies and earnings boosts while diversifying the companys portfolio of products, meaning the positives, in my opinion, totally outweigh the potential negatives. I said in my opinion because not everybody feels that way. In fact, now that the deal has been consummated for a few months, i am more confident than ever about Newell Brands, which is which wee recently added it to my charitable trust. Im referring to myful and my comanager. He and i have worked closely on this. Let me explain why i think this stock makes a fabulous core holding for anyones portfolio. [ blending whirring ] i like that. I like to put things in oh, thank you. Our staff is always so good. I just have to do this. Lets see if it works. Like a charm. First of all, the old new rubbermaid was itself a great company, making of writing products, containers, baby products, including products like paper mate, mr. Sketch, rubbermaid, and sharpie. Jarden on the other hand was a house of niche brands. They were number one in a ton of different categories like blenders. Oh, my im oh, green moon food. Yeah, put it all in. Lets see what we come up with. Blenders, slow cookers, coffee makers, sleeping bags, skis, tents, toothpicks, scented candles, and so on. Now, these lets just give it some time. You have to give it some time. We have to change this in postproduction. Okay. These might sound like two fwarly okay. So it doesnt work in all situation situations. When you zoom out, which we have to do while this works, theyre both specialists within the durable goods businesses that also sell a bunch of high margin consumables. And as they put it on in the Conference Call, they both, quote, compete in large growing, unconsolidated Global Markets that have lost cost of growth and in categories that are responsive to innovation and investment. Look at this innovation ive got going here. Go ahead, give it a try. Anyway, point two, these companies have combined in Newell Brands stronger than ever. The deal has increased scale. Wow, they really this is going to be one nifty do you have any quinoa. Giving them more Bargaining Power to distributors, more ability to compete overseas and online. Newell brands is 2. 2 times as large with its key strategic customers versus the old Newell Rubbermaid, and its 2. 4 times as large as the Companies Top 12 geographies. Third just a second. Let me see if its ready. Mmm, needs some yankee candle. Third, many of these brands are extremely complementary. Jarden and the old rubbermaid had baby care, commercial products, especially kitchenware. Now they can combine these businesses not unlike my combining of these fabulous flavors in this particular blender. What i really like about the deal is it took two consistent growers, companies that had been growing their total business at a healthy 4 to 5 clip for years and it put them together with the added advantage of some major cost savings. Speaking of cost savings, the ceo has got a proven track record of cutting costs since he took the helm in Newell Rubbermaid in 2011, and martin franklin, the founder and former ceo of jarden, another great cost cutter is also on the board. So when Newell Brands talks about seeing 500 million in cost sinnergys from this deal, i think theyre being conservative, frankly. 30b8ly very conservative. Typically with large mergers, you see about a 5 reduction in lower costs. If you apply that number to Newell Brands, it could be looking at 700 million in savings. At the same time, on top of these cost synergies, management is confident that the jarden deal will be significantly additive to easternings. Thats more of a long term consideration, but even this latest quarter, Newell Brands posted nearly 22 earnings growth. Thats a phenomenal number driven mostly by adding jardens brands to the portfolio. Theres one more point. The old new rubbermaid was disciplined about keeping its brands lean and having a narrow focus but jarden was with never willing to sell off any of its extraneous brands. I wouldnt be surprised to see newell branding selling off some of the more tepid businesses they got from jarden. What about all these negatives the analysts talk about. Many analysts pooh poohed the merger because they thought integrating jarden would be too difficult. Ill grant you, newell took on roughly 10 billion in dez to pay for jarden, which is a huge increase from the 3 billion of debt before the transaction. Even with all this extra debt, moodys reairm iffed the rating of newells, saying they expected the company to immediately start paying it down. In the latest quarter, the Company Already paid down 750 million in debt. Getting the Balance Sheet under control asap. If Newell Brands keeps paying off its debt athis pace, this will come a better Balance Sheet story. What about the other objection, that it would be too hard to gobble up jarden and make it all work . Heres the thing, both the old Newell Rubbermaid and jarden were already working through some major acquisitions when they announced their merger. Newell was buying elmers. No. Save that. Definitely save that. Newell was buying elmers, and jarden was buying joss tens, the maker of class rings. The fact they even managed to get this merger done while theyre handling all these other deals, incredibly impressive. So far, at least Newell Brands seem to be crushing it as far as integration of jarden is concerned. On their latest Conference Call from the end of july, mike polk told us, quote, with respect to the jarden txz cost synergies, we are well on our way to deliver our 50 million to 80 million with a good probability of delivering toward the high end of the range. So were on track and foresee no issues here and perhaps some opportunity, end quote. That sounds very good to me. If the commentary sounds similar when Newell Brands reports again a month from now, then i think the bears will need to eat some serious crow or at least this great dish ive concocted. We talked about Newell Brands the company, what about the stock . I think newell is cheap, putting it at a modest discount to the average stock on the s p 500. Edge well, thats a personal care spinoff from energizer, that sells at 20 times eerngsz. Theres no way newell should be this cheap, especially since it got some multi year growth thanks to the jarden deal. So let me give you the bottom line. Ive liked the Newell Rubbermaid jarden merger ever since it was announced roughly ten months ago. Now the deal has been consummated and weve gotten some numbers, im an even bigger fan of Newell Brands. Thats why i put my charitable money where my mouth is and bought it from action owners plus. Com. It would make a great addition to your portfolio. Scha amazing management, some tremendous cost savings catalysts. I dont know. What more could you ask for . Much more mad money ahead. Interested in buying nike . Slow your stride. Im eyeing a company. Then approximately 10 million americans have osteopor oes sis, placing them at high risk. With few Treatment Options in sight, im eyeing one company trying to help solve the problem with a little device. And ive got one of the largest payroll players in the land. The stock took a hit after earnings today but could the decline present an opportunity to buy . Dont miss my exclusive with the head honcho of paychex. Stick with cramer, and my stage manager is going to drink the whole darn thing. Whats Critical Thinking like . A basketball costs 14. Whats team spirit worth . cheers whats it worth to talk to your mom . Whats the value of a walk in the woods . The value of capital is to create, not just wealth, but things that matter. Morgan stanley long knives were out for nike today and it didnt matter what the company had to say on that Conference Call last night. The combination of a 1 gain in north american futures orders, considered to be the best indicator of the companys future growth and a decline in Gross Margins crushed nike stock, took it down two bucks despite some tremendous growth in china and europe. Its a tough comeuppance for a company that increased its revenues from 16 billion in 2007 to 32 billion today. Theres been a huge amount of down beat chatter about the selling of north america in the last few months causing nike stock to be the worst performer. The hidden culprit behind nikes weakness, the return of adidas to the forenever even came up as the company told the statement story as ever, as if all were well. And that more than anything else rankled the bulls and rankled yours truly. It was really reminiscent of the u. S. Samestore sales decline below 5 at starbucks. Yet unlike nike, starbucks ceo was willing to call it disappointing on his Conference Call. If you dont hear mea culpa off a big miss, then you tend not to believe the company can turn things around anytime soon. Worse, when you hear explanations that offer one time excuses for the decline in Gross Margins instead of newfound competition, as well as a relatively hit and dismiss you know, kind of nonimportant dismissal of futures orders, this was very sudden. Well, you get down right worried. You get down right worried despite the companys fabulous chinese and european numbers. Futures orders dont mean that much anymore . Wait a second. You taught us that they do. These are uncharted times, not just for nike but for its analyst acolytes, who have deservedly always found reasons to buttress owning the shares of this terrific company, while adeed as wasnt blamed as part of the problem, we did get some questions on the call about whether Athletic Apparel had approached a slowdown mode. I wish the analysts had been more forceful on an athleisure slowdown question maybe, but i think you would have heard management say, well, nike isnt about that. Its about Sports Performance and innovation. They go hand in hand and Everything Else follows. Theyve always started with the athlete, and there are 7 billion athletes, at least what they say on the call. So the total adjustable market is still up for grabs. Of course thats how many people are in the world. Heres the issue i have with that concept. Where in some new era where millennials may not buy into performance as much as they used to. Sure, jordans still sell, and the kyrie, k. D. , lebron are hitting the numbers. However, something is not resonating to explain the slowdown, and thats the company refusal to admit the slowdown exists. That makes it harder to physicifigure out whats wrong . Is the business going to under armour . Is it going to adidas . Is it going toward these retro, decidedly nontechnology stan smith tennis from adidas, which i think is barely in the performance footwear category and is certainly not at the forefront of innovation, which happens to be nikes real hallmark. These are the hottest shoe in the world. Now, of course, nike will say, wait a second, thats not fair about jordans. Youve got the lebrons. But this is whats tearing up the world. Sure, there were some excellent callouts in the exchange. I like what i heard about flex. Thats that Technology Company and quick to market shoes. I continue to warm up to this hp ink story because of the emergence of industrial 3d printing. Nikes involvement with the apple watch facilitated through tim cook, that definitely resonates with me. Still, though, i struggle to come up with reasons to buy this stock right here at 23 times earnings when i can pick up the sports wear panoply of all of these at foot locker for 14 times earnings. Thats clearly the play here, not nike. More broadly, i also searched for a takeaway for lululemon, but i couldnt find one. You know, thats actually bullish for lulu because it confirms the company is not a competitor with these guys but is going for a whole new brand of nonperformance apparel based on yoga with a sideline in spinning and casual clothing. The bottom line is until nike admits the slowdown is for real in north america, they cant solve it. Foot locker encompasses the ultimate win here, even if theres no slowdown as nike contends. While i find nikes domestic weakness puzzle, i hope they do too. Edgar in colorado, ed guard . Caller jim, booyah, thanks tore faking my call. Booyah right back, edgar. Caller so nike is a good segue to my question regarding guess. Guess had a good quarter. Caller yeah, so my question is im wanting to pick it up to diversify my portfolio and add some retail exposure. 6 dividend yield. Its near its 52week low. What do you think in. Im going to have to say no, and ill tell you why, edgar. I think i was halftime with judge wapner the other day. You know, fashion apparel has had another leg down. I had been buying into it for the month of august, and actually july too. But right now we got to wait. Now youre going to get into tax law, that stock down almost 25 . Be careful out there. The first step to solving a problem is admitting you have one. Nike needs to recognize the impact of its competition. In the meantime, if you want exposure to Sports Apparel, i got an idea. Why dont you consider the much cheaper foot locker. Much more on mad money ahead. Osteoporosis. Im eyeing a Company Working on finding a solution. Then pay checks. With its temporary rate hike off the table, im talking with the ceo fresh off earnings and all your calls rapid fire on tonights edition of the lightning round. Stick with cramer. Still paying for your home when you should be enjoying your retirement . If youve paid off at least 50 of your mortgage and youre 62 or older, a reverse mortgage might be the answer. A governmentbacked reverse mortgage stops your mortgage payments and gives you steady taxfree income. Let the home youve taken care of, take care of you. Turn your equity into a comfortable retirement, all while continuing to live in, and own, your home. Find out how much you could receive for retirement. Lendingtree when banks compete, you win. Great time for a shiny floor wax, no . Not if you just put the finishing touches on your latest masterpiece. Timings important. Comcast business knows that. Thats why you can schedule an installation at a time that works for you. Even late at night, or on the weekend, if thats what you need. Because you have enough to worry about. I did not see that coming. Dont deal with disruptions. Get Better Internet installed on your schedule. Comcast business. Built for business. What the heck just happened to the stock of paychex, the second largest Payroll Processor in america . Also an outsource provider of Human Resources and benefits. Heres a stock moving steadily higher all year. Then falling nearly three bucks or 4. 6 today. Why did it get hit . Was the quarter a disappointment . Nope. Higher than expected revenue, up 8. 6 yearoveryear. Those are good numbers. The problem was with the guidance. Paychex slightly lowered their forecast for the 2017 fiscal year and investors always care more about the future than the actual results because i always tell you it doesnt matter what happens. Its about whats going to happen. However, there are some reasons to think the guidance cut isnt as bad as it looks. According to management theyre cutting number because of a change in policies. They also said their Payroll Service revenue growth, its main business, would come in somewhere between 2 to 4 . Thats down from last quarter, not just a tax issue. We got to drill down. Should we concerned about a softening in Paychex Business or are we getting a rare buying opportunity here in a stock thats been working its way higher for quite some time and, by the way, supports a 3. 2 yield at these levels. Lets talk to the ceo, mr. Mucy, welcome back to mad money. Thanks, jim. It is highly unusual for me to hear you do anything other than keep guidance, maybe even raise guidance a little im quoting from the Conference Call. You said Service Revenue growth anticipated to be in the range of 3 to 4 . We had said 4 , and from our perspective, its fine tuning. From my perspective, i would have thought it might actually have gone up given the fact that employment rates have gone down. So explain to me why i cant i should think that paychex didnt lose business to others. Well, i think it is really finetuning. We had a guidance out there at about 4 , approximately 4 , and when you look at the year, we lost one payroll day this year compared to last year the way it falls, and we refined that. We refined it to be 3 to 4 , and were always you know, we try to be on the conservative side of making sure theres no surprises, and were very transparent. So we went with a little bit of finetuning there. I think it was a little overreaction. The stock is up 25 since last year, even where it is today, so were pleased with that. By the way, the net income, there was some confusion on the call on the net income. The net income guidance didnt change. We just reported it on a gap basis versus nongap. So were still expecting that income when you remove the discreet tax items from both quarters, to be around 8 growth, which we think is solid and certainly it was a solid financial quarter. It was definitely a solid financial quarter, but you mentioned that the different the finetuning about the day. You obviously knew when you made your guidance that there was a difference in the number of days. Why does it suddenly play a role this time . I think we looked a little closer at it, and we have some thought there that maybe were not as close to 4 . That were somewhere in that range. We decided to put more of a range around it. I dont think theres been any big surprises at all in the First Quarter to us. Again, it was a solid financial performance. Sales were up, and reps were fully staffed. Our turnover is at its lowest point its been. Maybe a little overreaction to us being more cautious. There were questions about the competitive environment to try to isolate whether that was again the shade in guide angsz. Youve reiterated it is not more competitive right now. Its pretty much business as usual. Right. Thats exactly right. We feel very strong about the products that weve been putting out, and we just had additional time and attendance products to handle the overtime new rules coming in december 1st. We feel very good about the product set. The service continues to be add record highs. So we feel very good about the competitive environment and about our ability to produce. So i think well be fine. Its some of the things im involved in. Labor department, final overtime rules become effective december 1. Its going to span over time to millions of workers. How will an employer know what to do . Well, basically the most important thing theyve got to do is be sure they track that time. I mean youre talking about employees that typically made 23,000 or less. Now it moves up to about a little over 47,000. As you said, thats impacting millions of employees, and so these companies that have not necessarily tracked time or been as careful, they really want to have a time and attendance solution where theyre tracking time and making sure that theyre managing their time and being sure that overtime hours arent wrackiracking up for the employees that they didnt think about in the past. Not everybody is a small and mediumsized business who watches. I know it because i use paychex. If you could explain to people what happens. The government comes and if they think youre doing it yourself, theyre suspicious. If you have an outside company, theyre likely to think youre doing it right. This is our 45th year in business, and weve been in time and attendance for over five years. We have tens of thousands of clients on time and attendance. So theyre going to know that, hey, im expecting that the products and the software and the technology that were using to track time and report time and pay the right wage for that overtime is going to be correct. If you dont have anyone, theyre probably a little more likely to go in and do some compliance audits or, you know, possibly enforce some penalties on you. Last question. Any areas of the country surprisingly stronger . I know that youve got weve seen state of washington be good. I know weve seen some of the midwest not be so good. Where are we right now . Yeah, right now the east its a tale of two coasts. The east coast has been coming on stronger, particularly the southeast. I think Home Building is back up. Prices are coming back up on some of the more expensive homes, so youre seeing construction build up. The west coast kind of saw their growth early, jim, and so thats coming down a little bit and flattening out some. And the middle of the country, you know, still in the more negative range because of energy jobs and fracking and so forth, and manufacturing, you know, still not strong of course because of the strong dollar. So were hoping things will you know, its been positive, growth and jobs, but slower. And well have to hope that the election doesnt have much of an impact on that. Hopefully it will pick up. Well, thats my thinking too. The president and ceo of paychex, always good to see you, sir. Thank you so much. Mad money is back after the break. Announcer lightning round is sponsored by Td Ameritrade. It is time its time for the lightning round youll hear this sound [ buzzer ] and then the lightning round is over. Are you ready, skeedaddy . Its time for the lightning round on cramers mad money. Im going to start with bill in california, bill. Caller booyah from marina del rey, california, jim. So beautiful. Whats up . Caller you always say to look for value in todays market, and i think i found an undervalued stock in aar corporation. I like the Aircraft Service business, always have. Youre absolutely right. Our viewers are very smart. Paul in florida, paul. Caller hey, jim. South florida booyah to you. Beautiful. Whats happening . Caller okay. Im talking about aerospace. I did a lot of research. I do like it. It did have a couple of bad quarters and it did try to at one point sell itself. I do like it but lets be a little bit careful of aerospace in general because we know that boeings numbers were a little squishy last time around. Let a go to susie in kansas, susie. Caller hi, jim. This is susie in kansas. How are you . Caller im fine. I was in your special class on june 10th of 2015, and you recommended biotherapeutics, atra, atara good spec. I reiterate good spec. These are working right now. They are working. Lets go to dwayne in tennessee, dwayne. Caller booyah, jim. Booyah. Caller how about them eagles . Yeah, go eagles. Sun coke energy. Thats met lurge cal coal. This group is red hot. I think if you like this group, youre going to like Tech Resources more. Thank you to mr. Bishop from delivering alpha. Im taging one more. Lets go to don in hor. Don. Caller cramer, this is don from ohio. Big buckeye booyah to you. Whats going on . Caller i like your opinion on lieu men item holdings, lite. This is a red hot stock, and ive got to tell you, its a telecommunications play that i like, but i like cisco more because i am far more conservative and dont want to risk a stock that sells at a gigantic multiple, although next year could be very good earnings. That, ladies and gentlemen, is the conclusion of the lightning round. Announcer the lightning round is sponsored by Td Ameritrade. So that i can take my Trading Platform wherever i go. You know that thinkorswim seamlessly syncs across all your devices, right . Oh, so my custom studies will go with me . Anywhere you want to go the markets hot sync your platform on any device with thinkorswim. Only at Td Ameritrade some of the smaller biotech stocks have come roaring back from their lows over this year although most of these names are still off their 2015 hiez. Take Radius Health, a Biotech Company focused on treating osteoporosis and other endocrine mediated disorders. This thing is up more than 130 from its february lows though its still down 5 yeartodate. Now, radius drug is a treatment for osteoporosis in postmen pausele women is just waiting on the fda to make a decision. Well know whether that gets approved by march 30 of next year. The company just published some positive phase three Clinical Trial data showing it did a terrific job increasing bone density and preventing fractures. At the same time, the company had some fromissing results with a transdermle patch version. They also have an early stage treatment for a certain type of Breast Cancer thats still in phase one. Its been mostly marking time, trading sideways over the past six weeks. You have to wonder has it run out of steam or is this a pause that refreshes before another move higher . The company had its annual investor day today, so lets take a look at bob worth. Hes the president of Radius Health. Welcome back to mad money. Thank you, jim. Great to be here. When i was reviewing the notes, a lot of people were excited. Two Different Things theyre excited about. One is we got to talk about the Breast Cancer, and how those tests are going, but the patch seems like a real breakthrough versus whats out there now. Lets talk patch. Lets talk price of patch. Lets talk what it means. Well, what patch means is today, jim, the market leading product from eli lilly, forteo is a daily subcutaneous product. We developed a subcutaneous application because patch has been difficult for people to get right. What was super exciting was the new data where weve shown that a short wear time patch that would be put on, we estimate five minutes once a day, could be a potential replacement for what would be considered for a typical sub cue. Now, these are microneedles, so they only penetrate the top layer of the skin, not even deep enough to feel. So if im my doctor is using the lilly product, whats the different . How does that work versus this . Well, thats a pen that you use for a period of time and a daily subcutaneous injection, but its a very small volume. Okay. So cost . Is this much cheaper . Well, for osteoporosis, the cost of treatment is really a couple of Different Things. Okay. This year in america, more patients will be hospitalized for a longer period of time with osteoporotic infrastructures that are hospitalized for myocardial infarc. This can put people in hospitals more, and once theyre in hospitals, fatality right . Theres mortality associated with fracture, but its preventing that next fracture. Theres a window of an opportunity to come in with anabolics that build bone to reduce the risk of the next fracture. Because theres so Many Political issues these days involving drugs, how much can this save the system versus what we have right now . One of the things we talked about at the American Society of bone and Mineral Research was whats called number needed to treat. This is the question of how many patients would you have to treat to avoid one fracture . And the numbers that we showed are really remarkably low. Not too dissimilar. Remember, with an hmg coa, if you treat 100 patients, you avoid a myocardial infarc, we show that our numbers are well lower than 100 to treat to avoid. We think the ratio is the right ratio. Lilly is a powerful company. Lilly has patents. Lilly could go to doctors and say we dont want you to use that. What is the system set up so that the income bent does the incumbent have a big edge over you . Its really down to Clinical Data for physicians leads to a decision of which drug to choose. Lilly could have all the Marketing Power in the world. If the Clinical Data is better, radius wins . Well, in the u. S. Today, theres a large number of patients who we have that an osteoporotic fracture may not be diagnosed and may not be offered treatment. So if you said in our Health Care System today is there a need to fix what happens for osteoporotic patients, absolutely. And lee yea sons are there to connect patients up. There are some issues around systemic care we want to change. All right. Last question, some people were very you know, the receptors in Breast Cancer, which is very early on, but its something were very excited about what they saw today. If you can give our audience a sense without too much hope because i know its very far well, in Breast Cancer, we have two different molecules. One is very early. Its not yet been tested in humans. So this is an earlystage investigational drug that hits a new pathway for we have Charles River labs on all the times. Is it something that might be in rats or just on the Bulletin Board . For round 140, its something thats currently being tested in rats. But for 1901, we have a phase one trial in advanced metastatic Breast Cancer. We have confirmed clinical responses, and were reporting that in december this year. The Clinical Results from that trial. Then you have to come back when you do that. Congratulations on this little patch that obviously can save the system a lot and maybe save some lives more importantly. Thank you so much. Thats bob ward, president and ceo of Radius Health. Always has some good stuff. This seems like very special technology. Stick with cramer. Have you guys been watching the stock of caterpillar . This thing has been on fire. It is going up, going up, going up. Its at 85. Thats the breakout level according to bruce camish from real money. Com, and its become mining is coming back in asia retail Sales Numbers for cat are looking good. I like it. I like to say theres always a bull market somewhere. I promise to try and find it just for you right here on mad money. Im jim cramer, and i will see you tomorrow letonight on the profit. S. We head back to some of the business ive partnered with over the past year. Carolyn . Carolyn im carolyn. Nice to meet you. Lemonis when i make a deal, i come in with a plan and a check. Man thank you, marcus. Woman i was gonna work you a little bit more. Lemonis [ chuckles ] but what happens after the cameras shut down. Michael ive let it slide for three freakin years lemonis . May surprise you. One struggling novelty Sporting Good company has been totally transformed. Wow. Look at this place. But the owner is still making the same sort of shortsighted decisions that nearly brought them to the brink. Im pissed that you bought the printer. Im not gonna lie. If you were me, would you stop putting money in this business . At unique spa in long island,