Numbers, and theres very visible reputable companies. You would have expected a scorcher of a session. Instead, the market itself got scorched. Dow dropped 196 points. S p falling. 93 . Nasd thanks to concerns, some say justifiable concerns, over the sole vensy of Deutsche Bank, the largest bank in germany. These concerns had ripple effects all around the globe. Whenever we start worrying about the solvency of any bank rpg theres always going to be negative pin action. The stock is down again today. Its going to play out, and none of them is good. People will fear this huge banks problems will spill over to others as banks are always lending each other money, and theres a presumption that you shouldnt be lending any money to Deutsche Bank right now because maybe you wont get paid back. When you look at the bank collapses from the recent financial crisis, they were caused not by classic bank runs that depositors are pulling out all their cash, but because their credit was cut off by other large institutions. We heard there were news reports that was happening today at Deutsche Bank. In fact, the markets sudden plummet occurred precisely when the stories started spreading about other lenders cutting their credit lines to Deutsche Bank. Thats the real concern here. Of course, these stories can be selffulfilling. You hear these stories . Theyre much more likely to pull back their credit lines, and without credit, the institution can quickly wither and fail. So scenario one. Some were talking about chatter. Its a Systemic Risk, disaster scenario. Some people assume were facing it. It could truly hurt the Banking System because Deutsche Bank. If the bank doesnt survive, it would cause a multiday decline, if not weak decline. Still, while the Systemic Risk of the situation could occur, i dont consider it actually likely because i simply cant imagine the German Government would ever let it happen, although then again the Lehman Brothers collapse. The consequences were so horrendous back then that only a totally foolish leader would let that happen again. Here or in germany. However, until we know for sure that theres a deal, the Systemic Risk is taken off the table, can you expect pressure on all stock markets worldwide to continue. The second possible scenario, Deutsche Bank needs to raise capital and capital fast in order to meet various demands. Something thats bad for the companys current shareholders, but not catastrophic for the financial system. This is a stockspecific risk, not Systemic Risk. Until the money is raised, it will cast a paul on Deutsche Bank and perhaps some of our financials. It can continue to instill worldwide fears as it did today, although stocks do get to bounce back when the situation is resolved one way or the other. Typically with shareholders coming in with new capital or the governments take a stake in the institution in exchange for cash it needs to get out of trouble. In other words, a backstop that takes the banks attention off the table and causes a worldwide rally in its wake. That is the more likely scenario than the Systemic Risk scenario. The Principal Risk say huge tussle with the u. S. Justice department where the government claims that deutsche owes up 14 billion for mortgage indiscretions from the great recession. Deutsche bank has only reserved 5 billion for legal cause, and they dont think 14 billion is fair at all. The German Government understands this dilemma, and i think it stands theyre ready to offer Deutsche Bank the capital it needs. Either in return for equity or as a loan if it turns out that the Justice Department is feeling punitive. Why . Theres no way that Angela Merkel wants to see her countrys largest bank go under. Especially not while shes the one running the country, and elections are coming up. Look, every government and central banker in the world now knows how to save a troubled bank. They all got a crash course. Given that the u. S. Justice department is the trigger event, i bet the German Government comes to Deutsche Banks aid. Germany dilly dallies, and we have multiple pressures on the stocks of european banks and that ripples around the world. Remember, european banks never had to raise giant gobs of capital like ours did, they were never forced take their medicine. We watched as the italian banks fought with insolvency. Deutsche bank is more visible. If these worries intensify, it will initially hurt all our stocks, but the financials are getting hurt hardest. Theyll all be suspected of being linked with the troubled european counterparts in a negative way. We saw that today and perhaps will again tomorrow or even through the rest of the week until we get clarity the the rest of next week until we get clarity. It doesnt help that wells fargo was badly tarnished by the second congressional grilling of chairman and ceo john stumpf over the crossselling transgressio transgressions. Until today it stuck with wells. However the way the congress dealt with stumpf made the whole group roll over. It didnt take the whole market down until we heard about Deutsche Bank. Lets not confuse wells fargos trouble with Deutsche Bank. The former is a reputational issue. The board of directors can make it go away by ousting john stumpf in order to preserve the institution, and, remember, the institution must always be preserved. Thats how bankers think. The problems at Deutsche Bank, on the other hand, they arent easily going to go away. Under scenario three, again be, the most likely scenario, we let the market come down and pick its stocks of High Quality Companies that have been dragged down by deutsche be banks creation. Its going to be business as usual once the Deutsche Bank situation gets close to being resolved. Now, i know that things dont fix themselves all that quickly. Theres no rush to put your money at work during this crisis. I dont want to be too glib here. It is a crisis. The truth is most of the stocks that got hit today have nothing to do with Deutsche Bank or germany in general. First, the Oil Stocks Still managed to go up big. Why . Because of this potential opec Agreement Agreement to cut back production. I think it smacks of desperation. As long as crude goes higher, the right oil stocks will keep rallying. More on those later. What else . Three companies, Different Companies all very different industry reported great numbers. Pepsi co, conagra, and conagra, its food company. That shot up 3. Not much of an opportunity. Pepsi co, a Large Capital stock got held back by the overall market. It initially rallied with a couple of bucks on a fabulous quarter. Ended up closing a meezly 38 cents. Thats the kind of opportunity i want you to buy into if it goes down tomorrow. It has fantastic management. Much better than any other stock in its category. I think it would have been a much more likely to be a big stock today if it werent for the Deutsche Bank story. Totally extraneous to pepsis business. I dont have time to list all the different stocks i like to tell you about if theres a marketwide selloff. Were going to be in for some more pain before we get the gain most likely from fiscal stimulus. Lets not hurry. My suggestion, stick with companies that support good numbers. Stick with pepsi co, as we have in my Charitable Trust. Goes down tomorrow . Simple. Buy it. But the bottom line is you need to wait for more bargains as the days go on. The Deutsche Bank situation gets more disconcerting the longer it lasts. Least until it gets resolved. Hopefully in a way that only hurts Deutsche Bank shareholders and not the rest of the worlds stocks. Jimmy in tennessee. Jimmy. Caller hey, jim. Big orange booyah to you from good old rocky town. Back at you, partner. Caller hey, thanks. My son and i have been talking stocks, and he is especially interested. He is a smart little fellow and is interested in aerospace. We were wondering at a play on kind of the anticipated growth in global air traffic coming up, would it be better to go with an aircraft manufacturer like boeing or a Leasing Company like erekat. You take a longterm view, and the answer is boeing. I love fatherson talking about stocks, watching mad money. That is a victory. I saw that at bucknell, parent weekend. Motherdaughter watching, fatherson, watching. Love that. Boeing. Dave in illinois. Dave. Caller dr. Cramer from the windy city and the home to Wrigley Field and the Winningest Team in all of major league baseball. Congratulations about that because i am rooting for them. Go ahead. Caller the chicago mercantile exchange, or cme, has recently expanded their market into clearinghouse derivative transactions. A rules change last friday now allows Asset Managers to place their collateral directly into the cmes clearinghouse rather than into banks. Combined with their recent acquisition of the banff exchange. How do you see it . Bullish. One of the three stocks i really love. The exchanges are on fire. I want you done a buy, buy, buyer. Mark in texas. Mark. Caller good afternoon, mr. Cramer. How are you . Caller very good. Big old houston, texas, booyah to you. My question is about hilton shares. On october 4th theres going to be a special session on a reverse stock split. So far i dont know if its two, four or six, how theyre going to split it. I have 100 shares, and im not sure how to play that because when they split that, that will be an odd lot because its under 100. Right. Caller i dont know how to play that. Im not a fan of hilton. Hilton, right . Yeah. Ill not im not a fan of it, and i think you should sell it. If you want to be in a situation, you want to be mgm or the mgm Real Estate Investment trust. Plain and simple. Thats how i look at it. The banks sure know how to spoil a rally, but now that weve laid out the potential scenarios, plan accordingly. Dont be too hasty. Look for high quality names like pepsi co and they can get lost in the shuffle. That dropped too. Mad money, i promise my opec to cut Oil Production was a wall street buying today with oil prices holding on to gains. Should this be fueling to change your portfolio . Concerns over slowdown in china have hampered markets for months now, but there are signs that times, they are achanging. Sifting through the facts to find the top ways to play a potential turnaround in the peoples republic. One thing you cant miss, the ceo of cisco comes here to talk about Cyber Security, the internet of things, and a whole lot more, including a nice yield. Thats ahead. Stick with cramer. Dont miss a second of mad money. Follow at ae jim cramer on twitter. Send jim an email to mad money at cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to mad money. Cnbc. Com. Our mission at clover is to create the best tasting, highest Quality Dairy products. Clover has relationships with 27 different family farms. The environment is who clover is. Without it, were nothing. Pg es been a great partner. Theyre the energy experts, were the milk guys. Pg e worked with clover on a number of Energy Efficiency projects to save energy every month. If youre part of the fabric of the community, youve got to ensure that you do things right, environment included. Learn how you can save at pge. Com save together, were building a better california. On a day that turns us will i very fast, as i said, its worth every worth focussing on the high quality stocks that you can buy at any market. What really makes me like cisco, the reason why we learned from my Charitable Trust, which you can follow along, is because the companys efforts to get itself back into the growth mode, they seem to be working. They posted a 3 cent earnings beat off a 60 cents basis, slightly higher than expected revenues and expanded margins, the forecast for the next quarter, it was a bit more conservative than some of the analysts have been looking for, but thats okay. On the other hand, they also announced a 700 million cost saving initiative, the company eliminated 7 of its work force, and they plan to reinvest in the faster growing divisions. There was even chatter that cisco might be interested in buying imperva, a Cyber Security company. Obviously cant talk about who they might buy, but we can talk about that area. Its rallied 15 for the year. Did a good job of hanging in there today, but i bet theres more room to run. Lets take a look with chuck b robins, the ceo of cisco, to learn more. Welcome back to mad money. Have a seat. Good to be here. I have to do a little bit more of introduction than i usually do. We know John Chambers for many years, and you have been running sivg cisco for a while. Tell us the different. I think, jim, first of all, its great to be here. As i think about whats important for us Going Forward is, first of all, the industry and everything about the environment in which we operate is moving faster than it ever has, which requires us to move faster than we ever have and embrace more transitions at one time than we have in the past, and we have a tremendous focus not only on taking advantage of these transitions, but also transitioning our own business to what you talked about with iot, with software, cloud, security, and i think were just going to have to do it faster than we ever have. Now, everyone from a previous hearing knew you were in switches and reuters. Not that they knew what those were, but lets call them hardware. Now we think of you as Cyber Security and we think of you as the backbone of the internet of things. Not necessarily of the internet, although you are still very powerful in the internet, and we think of you as a company that has got a different kind of revenue stream. Youve got something called deferred revenue. You may be doing better than you look. Well, as we look to the future, first of all, our customers want to consume our technology differently than how they have in the past. They want to buy it as a service, right . They want do buy things from the cloud and buy collaboration as a service, security services, and we also want to transition our business to be more predictable. Our investors would like to see more predictable in our revenue flow. It actually is great because both of those two things actual actually. The reason i point it out like that is because you really boosted the dividend, something you did that was kind of like a flag that you planted, and it may look like without people understanding deferred revenue that that was a risky thing. You have epileptic of cash, and that dividend could go higher. From a capital perspective, were sticking to our commitment to deliver over 50 of our Free Cash Flow back, and we did raise the dividend pretty significantly this last year, and we also have leveraged our Balance Sheet to actually expand our capabilities through acquisitions in the securities space and the cloud space, and if you look at the companies we bought, every one of them has aligned against the Business Model transition or towards the new growth area thats important to us in the future. Well, i mean, we have the rumors of imperva. I know you cant comment on rumors, but the idea of putting more money in Cyber Security is something you believe in. Absolutely. Our security business grew significantly. Our deferred revenue within security grew significantly. We announced a new next generation product in the fire wall space, and we added 6,000 new customers to that platform last quarter alone, and so as the internet of things takes off and as Enterprises Become more distributed, theres no perimeter to defend, so what the network, which is where our core is, has to play a much more Important Role in defending these enterprises, and so you mentioned our core technology, and i think over the next year to two years one of the key differentiators we have is integrating security deeply into the reuters and switches, which is not putting them on top of it. Both cases, actually. Look, last week we had yahoo with a big hit, but we also saw there was a piece, big security bug affects hundreds of thousands of cisco devices. I mean, is just nobody immune . Is this something that obviously its not the luck of the draw. How does it work . Any time youre in the technology arena, youre going to have vulnerabilities, software issues. Its how you deal with those thats most important. We released a patch where are be i think one of the issues is one that we have known about for a while and have released pachds patches on. How we expect to operate with our customers is when they find vulnerabilities, they report them to us, and when we have patches, they release those. Its irresponsible to release information about a vulnerability before you have a patch because then the hackers know where the problems are. Its part of how we operate, and obviously the threat surface is expanding every day. Right. And were in a very good position to lead in this market. Okay. Talk about the world. You have had, a big deal inco. Europe has been good. China. Cisco always does great geographic breakdown. Where are you doing well . Weve seen Strong Performance over the last, say, year in a few countries in particular. India has been incredibly strong for us. U. S. Has been steady. Mexico has been pretty strong, although last quarter it was weaker. We talked about it. China we had three quarters of growth in a row, and then weakness in the last quarter. Well see how that plays out in the future. Then weve got, you know, brazil has been obviously an issue relative to the geopolitical dynamics. Russia, et cetera. We saw good growth in australia, good growth in japan. I think that the thing we deal with is that all the dynamics, you know, the Technology Transitions are tough enough. Right. Then the uncertainty and the economy that exists, the geopolitical dynamic, all those come into play as we look at our business around the world. Chuck, just where is cisco versus where it was, say, in large numbers. 10 to 15 , 20 growth behind you. 5 , 6 , 7 , within reason, when all these things play out . I think we can grow faster than we are right now. You said that. You were very tough on yourself in the conference call. I have. I expect that we should continue to improve our execution in general. We should always be Getting Better at our own core execution. I think as we look at our the Core Products as we drive analytics out of the network and drive security deeply into the network, i think that business we have the opportunity to strengthen it. Our security business obviously has been doing well. Collaboration has been doing well. As iot begins to accelerate, you know, the Jasper Acquisition gave us the largest commercial iot platform in the world. I think theres a lot of positive areas for us. I interviewed meg whitman recently, and she was saying, listen, our business is really starting to carve up siciscos business. The enterprise business. I said chuck isnt here to say anything, but how are you guys are going at it, and theyre getting some wins. How do you respond . Well, you know, if any given quarter there are competitors who might gain share. We have competitors that in some cases will get ahead of us in a certain area. Our history would suggest that we actually catch them and leapfrog them, and, you know, were pretty confident in where we are. Were confident in the architectural value of what we do for our customers. Im very confident that in the long run we will win. Okay. Youve got 66 billion in cash. A lot of it overseas. How do you get it back here, and what would you do with it if you had it . We clearly are continuing to remain committed to our capital strategy that weve talked about. The dividend is obviously very attractive. Weve continued to be inquisitive over the last 12 ploz, a months. Weve been vocal that we need International Tax reform so companies can repatriate those funds so we can make investments hereby. Im optimistic that perhaps in 2017 we can get something done, and that will give us the option of using it in ways weve talked about. Last question. In the old days we used to say, wow, one of these big Telco Companies places an order with cisco and ciscos stocks jumped. Are those days just gone . I this i that we still have big orders, but we have a big revenue line as well. Right. I think that the internet of things and this Digital Transformation thats occurring, theres 18 billion devices and people connected to the internet today, and its going to 50 billion in the next four years, and it might go to 300 billion. The more things are connected, the more security is required. The more value we help bring our customers. I think theres a Bright Future ahead. I agree with you. You know i think i stock is so cheap of these Big Technology companies. Its probably the cheapest i follow. Thats Chuck Robbins of cisco. Mad money back. Coming up, could the worlds most populated country be ready to roar . Some of the worlds biggest friends are making a big push in the peoples republic. 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Liberty mutual insurance. As far as im concerned, this november opec production freeze, it seems like a final act of desperation on the part of these petroleum producing countries. Not some sort of lucky deal that everybody is going to make out of well one. Its a move to keep oil from breaking back down below 40 under its own weight where i think it was clearly headed. One week ago today instead of 47 and change where it closed. Think about it. Think about it from their point of view. Once again, going to the opec meeting this week, we heard from the saudis. They werent going to cut back unless iran cut back. Iran had been threatening to raise its production from the 3. 6 Million Barrels a day up to 4 million thanks to the addition of foreign capital. I say its possibly a the Saudi Oil Ministry specifically exempted iran as well as nigeria and libya from this november production freeze agreement. That leaves the saudis no choice but to cut back themselves. Their own prices would most surely crater. Remember, both libya and nigeria have had a lot of bouncing back to do because theyve had the production shut down by rebels. This is really a math question. Libya was producing 470,000 Barrels Per Day two years ago. That figure had recently fallen to 290,000. Nigeria was 1. 9 Million Barrels a day before the insurgents cut its production. The iranians are going to 4 million. Perhaps in a matter of months. By year end opec was on track to produce about one million additional Barrels Per Day versus what they were pumping in august. 33. 2 Million Barrels, their current production, was heading to 34. 2 million without some sort of deal. An extra Million Barrels of supply would have crushed the oil market, probably taking it below 40, close to where all this stuff happened before we heard about this deal. Now, why do i think the deal is more talk than action . Because if the Production Target beginning in november is 32. 5 million to 33 Million Barrels as stated yesterday, but iran, libya, and nigeria arent part of the agreement, then who the heck is going to cut back the 1. 2 Million Barrels of oil to get back down to the top part of this opec range . I dont think the saudis will give up that market share. Theyve said they wont. The iraqis arent cutting back. We havent even heard from the russians yet, and theyre pumping full out. The u. S. Is stabilized. Its one Million Barrels per day lower than its peak. Its about to go higher because of cheap production costs. Announcing the november agreement now opec managed to keep the price from plummeting, which is exactly what would have happened. Thats what this is all about. What could actually make me change my mind . Make the production freeze work. Well, heres the shocker. Its econ 101. Higher demand. Until we get that we are nowhere near getting higher demand its in the interest of all the producers to have oil go higher. They talk it up. They announce phony yields. They do whatever they want. Thats why i am calling it a desperate action to keep prices from falling again. Opec cant reveal the details because there are none. Dont get too excited about the action in oil. You want to profit off of it . Go to the Oil Companies in the United States that have continued to lower their cost. Pioneer, eog, anadarko, parsley. And sm energy. They would be the beneficiaries of anything that keeps oil in the 40s, which this statement might have done. Bottom line, remember, by november well know the Production Target probably cant be hit, and the alleged deal cant prop prices up without a big and improbable pick up in demand. Dont bet on any big changes in the oil market. The smart money says that this move runs out at 50. Huge production from the United States will come right back online. Alan in new york. Alan. Caller booyah, professor cramer. Thank you. Caller i currently have 4,233 shares of Kinder Morgan ami in my 401k. I am up 4 on my cost basis. This week several analysts upgraded the stock with a 15 to 25 up side. I have two questions. First question is do you think i should hold to the shares and see what happens, or should i sell them and put the money into Something Like bristolmyers with a better dividend and more up side, and question number two is if i keep the shares, where do you see the up side to be, if any . Thank you. I was going back and forth with crurusty brazil. I wouldnt touch i wouldnt sell Kinder Morgan. Its still oversold from where it was. Im not crazy about it because of the dividend cut, and that bothers me. However, i would say that the stock is undervalued given the fact that oil has come back. Walter in utah. Walter. Caller hello. How are you, jim . I am good. How about you . Caller good. I just want to give you a Great American booyah, and thank you for looking outs for the little guys. That is the point of the show. Thank you so much for saying it. Thank you. Caller all right. Lets get down to cliff Natural Resources. Clf. I hate bad Balance Sheets. Bad Balance Sheets make it so i get nervous. When im nervous, i cant pull the trigger. Therefore, i cannot anoint cliffs as a place to be. Listen up, thank you for the kind comments, though. The only thing opec can distort more than the price of oil is the reality. The recent rumors of production freezes will do little to stop its supply and demand issues, and i dont expect its move to last long. Stick with the companies with a low cost of crude. Now we have so much more mad money ahead. Ill tell you the potential we have in china could be good news for your portfolio, and which stocks could feel the impact. You cannot miss this. Then, do you have what it takes to survive the unknowns of this market . Ill be the judge of that when we play am i diversified, and a cyclone of wall street edition in an electric, electric, lightning round. Stick with cramer. Were drowning in information. Where, in all of this, is the stuff that matters . The stakes are so high, your finances, your future. How do you solve this . You dont. You partner with a firm that advises governments and the fortune 500, and, can deliver insight person to person, on what matters to you. Morgan stanley. Zpliefrmgt while this market has been glued to things like the election, what the term reserve might do, or where the price of oil is heading, or now the woes of Deutsche Bank, something very big has snuck up on you without attracting too much attention even though its a game changer. Im talking babout the resurgene of china. Lately weve been woman barred with science that the chinese economy seems to be coming back to life. For those of you who remember what things were like when the peoples republic of china was booming, its clear this could be a huge, yet not talked about deal. Why isnt anyone talking about it . I think everyone acts like china is still decelerating or maybe even stagnating because thats just what we have become accustomed to. What if i told you that the data is spinning us a very different story now . What if i pointed out the it American Companies with big chinese operations are starting to say some very positive things about the land of mao . At a certain point it starts looking obvious that china could be in rebound mode, and thats a huge deal. China is not just the words most populous country. Its also the second biggest economy on earth and the second biggest consumer of u. S. Exports, which explains why i think its so important to address the apparent pickup across the pacific. Consider the wave of evidence weve gotten in recent weeks in terms of big picture macronumbers. The Bloomberg Index has begun rebounding off its lows, rallying 2. Copper is needed for new construction and infrastructure building. Now, copper has been trending lower for years as the chinese economy has slowed down from its previous growth rate. A pickup in copper, that suggests we could be looking at a real pickup in china. Theres bulk goods that make up a huge percentage of chinese imports. Its getting hammered for years, but it clearly bottomed this february and has been roaring back. Generally in the past month. This is one of the best measures out there. Its giving us a positive read for the first time in a long time. Its not just the big picture indicators. Weve heard from a host of companies that do big business in the peoples republic. Many of them have been extremely positive. Take nike. It got slammed yesterday because they seem to be experiencing a slow, but its in the u. S. One that management didnt like to acknowledge, which is a shame. The company increased by 15 yearoveryear or 21 on the currency basis in china. In particular footwear in a power up, 25 in currency. Thats strong. Whatever you might think about the chinese economy, chinese consumers are happy buying lebrons and air jordans. In fact, china was nikes strongest region. On the conference call, the nike brand president , said something illuminating. He told us, just recently the china Retail Market became the Worlds Largest market eclipsing the United States and with our impressive growth there, we continue to feel confident about the successful strategies were executing. Then nikes chief Financial Officer talked about the big push theyre continuing to make to increase share. Nike may be in denial about the u. S. , but they have clearly got their eye on the ball in the prc, and what they are saying, its really strong. How about starbucks . Another u. S. Company. Had a seemingly weaker than expected quarter when they reported back in july. That was the u. S. Theyre making a killing in china. Going to be the biggest area. Howard schultz, the ceo of starbucks, has made a huge bet on the peoples republic. He had nearly 2,300 stores in the latest quarter, and in over 100 cities across china. Its just skrafrpi iscratching e surface. They are opening a new location per day. With almost all that growth coming from higher traffic. That suggests consumers in china are feeling flush. Even the guys running starbucks sounded surprised by the strength of the Chinese Business. How about yum brands . We like that one too. Its splitting by the end of the month of october. Its going to be a gigantic Chinese Business separation at the beginning of november. Now, roughly threequarters of that chinese exposure is kfc. We learned during the current quarter, at least so far, kfc has been putting up low doubling digit samestore sales and that represents a massive acceleration. I can hear you say yum, starbucks, nike, these are all consumer companies. Now, by the way, also pepsi as we pointed out. China was strong for pepsi. Now that the latest deceleration that has been the industrial side, forget pepsi co or yum. Starbucks, who cares. Nike. How about the capital goods . You know what, i hear good things here too. I think its so critical that cap pit ar, caterpillar is doing much better in china. See the breakout in that stock . Its all china. Its been getting slammed. Cats total machines increased. Something no one is talking about. Despite being down double digits everywhere else, considering the big earthmoving equipment caterpillar makes, thats a powerful sign for the part of the chinese economy that many people think is languishing. Its not just cat. Earlier this month cnbcs own delivering alpha conference, the founder of Impala Asset Management pitched a stock called tech resources. Tck is the symbol. It was one of his favorite names. Heres a company thats low cost miner mainly of copper and zinc and the thing thats used to make steel. All the commodities are controlled by chinese demand. That brings me to the essence of bishops great idea. Take a look. You cant really own a mining stock unless you believe in the metals fundamentals, that metal prices are going up. In order to believe that metal prices are going to go up, you have to believe that chinas demand is improving, and for that i do believe we hit an inflexion points on metals. Obviously a big money manager believes that a metal rally is with the chinese rally. The pickup in chinese demand for the mettalurgic coal. Its under 42 beginni beginnin year to 18 1k3 chanand change. Our country particularly, in kind of coal that you use for Steel Production has to be viewed as a sign that china is getting stronger. Personally i think resources has run too much. Im a little uncomfortable chasing it. If you are looking for a pin action play, the railroad they use to ship this stuff overseas is canadian pacific, and thats cheap. I like the rails here. Lets not forget the conversation that david faber and i had with a chinese number one ecommerce platform. That was also at delivering alpha. We know that alibabas stock has caught fire, and heres what cy told us about the chinese consumer. This new generation is they are not going to save up all their money. Theyre going to consume. They have good earnings. Wage growth has been very, very good in china over the last ten years. The yearonyear wage growth in double digits. Im quite positive in the long run. Do you know that stock jumped 10 points in that interview snl you could hear our entire chat, which was obviously very important to the stock with joe cy by going to delivering alpha. Com. What a home run interview. Heres the bottom line. For roughly a decade china was the engine that powered. Locomotive of global growth. Its now slowed down, and thats had a major impact on most of our exporters, to say nothing of the Natural Resource companies that became dependent on chinese demand. Theres been a number of signs that points to the fact that china could be picking up steam. Its something we are now going to talk about for another three months. Its an incredibly bullish development. Stay with cramer. They may want the latest products and services, but they demand the best shopping experiences. Theyre your customers. And by blending physical with digital, cognizant is helping 8 of the 10 largest u. S. Retailers meet their demands with more responsive retail models. Ones that transcend channels and locations, anticipate expectations. Creating new ways to engage at every imaginable touchpoint. Its a new day in retail, and together, were building the store of the future. Digital works for retail. Lets talk about how digital works for your business. It is time. It is time for the lightning round. You hear this sound, and then the lightning round is over. Are you red skeedaddy . Lets start with hamed in new jersey. Hamed. Hamed . Caller hi, jim. I have a question about chicago bridge. Too related to energy. Ill have to say dont buy. Dont buy. Lets go to cody in texas. Cody. Cody . Caller booyay, jim. I didnt like that. They had an accounting issue, and i havent been able to get to the bottom of it. Let me do more work, okay, because that was worrisome to me. I need to go to chris in nevada. Chris. Mr. Cramer, booyah. Whats your opinion of symbol cece. I happen to like industrial figures. Its not just the name of my daughter, their symbol, but i think this is a growth business. Lets go to isaac in pennsylvania. Isaac. Caller thanks, jim. Thanks for taking my call. Absolutely. Caller im calling about console energy. This is up 130 . It was a short squeeze. Sell, sell, sell. I want you to sell it tomorrow. Lets go to michael in texas. Michael. Caller jim, booyah here from austin, texas. I wish i was there. Whats happening . Im looking at soda stream. Just look. Dont go. This is a very promotional company. I dont like promotional companies, but i need tolg to jerry in new jersey. My home state. Jerry. Caller yes, im here. Go up, jer. Caller my stock is century link, ctl. Jerry, jerry, jerry, youre reaching for yield. We dont reach for yield, on mad money. We would rather be in verizon or at t. Lets go to david in virginia. Caller a United States navy retired booyah. Right back at you, partner. Tell me about Waste Management . The stock has to stop going down soon. David steiner, come on, man. We do have that almost 3 yield, and i like the business very much. I say buy. Im taking one more. Were going to bruce in virginia. Bruce. Caller first time caller. My stock is tam te teamatlassian. I dont know the stock. I have to do some work. Do some work on team. I dont know team. There is no i in team, though. Theres theres an i in i dont know. And that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] the lightning round is sponsored by td amaeritradameri. O figure out this complex trade so i brought in my comfort pony, warren, to help me deal. Isnt that right warren . Well, you could get support from thinkorswims inapp chat. It lets you chat and share your screen directly with a live person right from the app, so you dont need a comfort pony. Oh, so what about my motivational meerkat . Inapp chat on thinkorswim. Only at td ameritrade. [rock music playing] [music stops] [whistle] [rock music playing] [record scratch] announcer dont let e. Coli mosh with your food. An estimated 3,000 americans die from a foodborne illness each year. You cant see these microbes, but they might be there. So, always separate raw meat from vegetables. Keep your family safe at foodsafety. Gov. Whether its the fed, opec, or the latest in the series of events for financials im looking at you, Deutsche Bank youre never sure what forces will play games with the market. Just think how terribly you would have been hurt if you owned too many financials . Thats why we play on my diversify. This is where you tell me your top five holdings, and ill let you know if you are diversified or whether you need to mix it up. First, we have a tweet from meadowmanm. Lets take a look at this. Automotive company, krogers, bank of america, trinity, railcars, and nike. We know that thats consumer. Auto, retail, supermarket, bank, industrial, and consumer, but this time apparel. Thats perfect. Hallelujah its been a tough week for that portfolio, candidly. Duffy in my home city of philadelphia. Duffy. Caller booyah, jim. Go, birds. I got five stocks for you. Chesapeake, riteaid, clovis and General Electric bringing up the rear. All right. This is tough. General electric, okay, thats diversified industrial. So far so good. Clovis oncology thats a speculative company. Rite aid merging with walgreens. Swap out of that, i would rather you own walgreens. We are going to throw both of them out, believe it or not. What were going to do here is were going to put to work i look at this, and i look at this, and i look at this. Im thinking maybe how about a johnson johnson. Oh, no. We have the clovis. We have to get something lets do lockheed martin. That one is coming down. Im looking at that for my Charitable Trust and pepsi co, and then i would feel much, much better. Thats got to happen. Thats too much concentration. Alan in georgia. Alan. Caller boo yeah, jim, from georgia. How are you . Caller not too bad. Im a transplant. I might have been your neighbor in the last six years. I moved from pennsylvania. All allentown in bethlehem. No more than ten minutes from you for a very long time. Whats up . Caller i wanted to check on my five stocks to see in im diversified. Sure. Lets play. Caller constellation brands, northrop drummond, lowes, walt disney, and i use sirius xm radio as my fun speculative stock hoping for a takeover target. Bingo r. Lets look at this. Modello and corona. Casanova, fantastic tequila, very good. Pacifico, people think its a premium brand, but it costs very little in mexico. Drummond, disney entertainment. Sirius, a Cable Company basically. Lowes retail. Retail, beer, defense, entertainment, and well, i dont know. Well let it happen. Were going to give him a pass on that. Thats fine. Not my fave, but its good enough. Anyway, stick with cramer. . I always like to counsel caution when its a foreign bank that is causing our problems. Theyre more opaque, we dont really know whats going on. That creates a level of fear that is often tantamount to making decisions in panic. I urge you to be calm about the situation over there in Deutsche Bank. It will eventually get resolved. I would like to say theres always a market somewhere. I promise to find it just for you here on mad money. Im jim cramer, and i will see you tomorrow. Narrator in this episode of american greed. Dr. Farid fata tells his patients they have cancer and he holds the keys to their survival. Fata would say that he had better equipment, that he had medicines others didnt have. Narrator but after pumping people full of chemo for years, fata has a secret. Many of his trusting patients dont even have the disease. And thats when it hit me, like, wow, 2 1 2 years of treatments that i didnt need. Narrator the dangerous infusions fata provides serve only one purpose making him millions of dollars. For him, it was all about the bottom line. How much time can i put the person in the chair, and how many doses of different drugs can i give this person . Narrator and later, a welldressed bank robber w