The pessimism, its palpable, especially for me over the weekend. When the bears always seem to come out of the woodwork and start attacking me, makes you wonder how the market can hang in there with the dow gaining 61 points today, another alltime high, the s p closing down, the has dak ncaa declining the linkage between a dysfunctional washington they know nothing and what amounts to a roaring, rotating bull market. This weekend i found myself in a complicated position after the Senates Health care debacle, ive been bearish on washington all that scaramucci, the mooch drama, it hasnt helped. Friday was the last straw for me we interviewed the manager of the office of manage and budget. Given this administrations track record when it comes to passing legislation, im skeptical that anything can get done i found myself begging him to go for an easy win and focus on repatriation of capital overseas, which would be easy to pass at first, i think mulvaney misunderstood me and thought i was against the entire package no, i said, i just think youve got to get something done, anything and repatriation is more straightforward and easier to do than wholesale tax reform. I am so exacerbated with washington oh, come on, you are, too. Like everyone who speaks for trump, he said something will get done, no problem dont worry about it well, i am plenty worried about it, frankie. Im worried that this republicans cant even pass a debt ceiling bill. I cant imagine so comprehensive, so huge in its ambitions as the president s tax plan has any chance of getting through, any hope. Im not even talking about 2017, im starting to think 20 ever. So when the negatives bore down on washington this weekend, i surrendered. I didnt argue but i did say that given the strong earnings weve seen so far this quarter, which nobody pays attention to, and the lower Interest Rates, i have no choice but to overlook the shenanigans of the white house and congress. Next, theres north korea. Its a tough one what do i tell someone who asks how can you own stocks with north korean missiles pointed at us we did it during the world war, but the soviets were rational. I struggled to answer. I get the sense that President Trump will have to take action, although the endless attempts to make china solve the problem for us seemed kind of pointless to me if the chinese wanted to north korea to behave itself, we wouldnt have this issue in the first place. Its worth having some cash on hand here, based on a world is a dangerous place scenario that makes sense to me however, i dont want to leave the market because of north korea, i just want a little cash if the unthinkable happens and they launch first, money will be the least of our problems. What else . Theres a pervasive sense that the market has gotten overpriced i hear that endlessly. Like you can give the market a speeding ticket on the jersey turnpike here. This ones a constant some of the people who follow me on twitter, they chide me for renaming my rescued dog, nvidia, they really this is one they dont like at all. People dont get so glib about dog names at the bottom. But when you start naming your dog after real hot stocks like nvidia, to many people that seems like a top the flaw in their thinking ive been naming pets after stocks since 1986. It doesnt signal anything other than im obsessed with stocks. So heres one i plead guilty, i acknowledge that some stocks, the f. A. N. G. Stocks can be considered overvalued at these levels its true that the stocks of amazon and alphabet are well below they were when they reported, and facebook threatens to take out the prices stood at before that magnificent quarter. The key to this bull is its rotational nature. Today, we got a bull market thanks to the chatter about softbank buying charter. We got money being poured into drugs. We got cash flowing to texas instruments, intel, microsoft and qualcomm after a total annihilation, we have money rushing towards Retail Stocks since amazons quarter. The subtle reasoning here . What do i get when i ask questions . Amazon failed to wipe out the brick and mortar competition like that was supposed to happen and some are questioning whether amazon has the firepower to pressure the group more than it has, and thats why walmart stock could be closing in from its yearly high and costco is breaking out home depot stock seems to be on the rebound. The suppliers and the nikes, they broke out a long time ago what else makes he sanguine despite these bigpicture worries . I think we underestimate the power of some of the people who run some of these countries. I need you to go on the boeing conference call. Youll be flabbergasted to hear analysts point blank ask if the fabulous results were real and spectacular. It was almost like a seinfeld episode. And theres still cheap stocks here like citigroup, dow chemical, proctor and gamble as far as the aging and allegedly senile nature of the bull, i think thats the top down talking i analyze the actual stocks from the bottom up and things look okay yet all these arguments fall on deaf ears. Peoples minds are made up just to be sure, its an all walks of life view, not just the people from the john haren novels i hang out with let me give you one more tidbit of evidence. Every book about the great crash of 1929 mentions how the shoe shine boys around the New York Stock Exchange were playing stocks with borrowed money until the crash, margin to the hilt. That kind of thing is the sure sign of a top. So today i was getting my shoes shined, rockports, 109 from amazon i worn them into my beloved garden on saturday, and it was wet. So what does the shoe shine man want to talk about with me how he sold almost all of his stocks ages ago, because they were too risky after a big run he left a ton on the table what does he own now gm, ford, verizon. Why . Dividends. Did he care that theres no real upside not one bit. In 29, it was safety last now its safety first. Are they going to write about that guy because of a top, the shoe shine man who sold his stocks because it seemed dangerous ons ago look, nobody ever got hurt taking a profit, but its stunning how too people believe in this rally. And maybe in the end, maybe thats what is really keeping stocks up. Maybe thatspelling us higher. The skepticism has been so thick that until we get people naming their stocks after cloud plays, im going to remain constructive on the future. The future of the best performing asset class, the future of equities bill in alabama, bill. Caller booyah, jimbo im just trying to make some money. So what is your take on the defense and Security Solutions we nailed this one after getting a lot of heat. Hey, jim, its not going up. And then it went up big and now its come down again i am so tired taking heat with kratos but i didnt care for the General Dynamics quarter i think Northrup Grum monld was good lets do to shannon in virginia. Shannon . Caller hi. Im interested in wayfair stock and whether its good buy. Wayfair is what i call a genuine, homespun short squeeze. Theres 20 of that stock sold short. The bears and bulls go at that one every single day i avoid battle grounds i look for clean stores. Every day is a challenge every day we hear the naysayers. But you know what . Im constructive the bull continues to rage on. On mad money tonight, the president has been fond of referring to a certain paper as failing. So how has the stock of the New York Times done lately . Plus, dominos has been hot since it cooked up a new recipe for pizza and digital delivery this is an opportunity to grab a slice. And Health Care May be taking a large amount of congressional attention, but i have three stocks in this base that you need to Pay Attention to im going to fill you in and tell you about the killer bs so stick with cramer dont miss a second of mad money. Follow jimcramer at twitter have a question . Tweet cramer at madtweets send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc miss something head to madmoney. Cnbc. Com. The governor has declared a Winter Weather emergency. Extreme risk of burst pipes and water damage. Soon, Insurance Companies wont pay for damages. That is, not if they can help prevent damages from happening in the first place. At cognizant, were turning the industry known for processing claims into one focused on prevention with predictive analytics, helping them proactively protect the things that matter most. Get ready, because were helping leading companies see it and see it throughwith digital. Your insurance on time. Tap one little bumper, and up go your rates. What good is having insurance if you get punished for using it . News flash nobodys perfect. For drivers with accident forgiveness, Liberty Mutual wont raise your rates due to your first accident. Switch and you could save 782 on home and auto insurance. Call for a free quote today. Liberty stands with you™ Liberty Mutual insurance. Thats why at comcast were continuing to make4 7. Our services more reliable than ever. Like technology that can update itself. An advanced fibernetwork infrustructure. New, more Reliable Equipment for your home. And a new culture built around customer service. It all adds up to our most Reliable Network ever. One that keeps you connected to what matters most. How many times have we heard President Trump talk about the failing New York Times more than 50 if you go by twitter alone. And look, with this phrase being hammered into our collective psyche by the commander in chief, you could be forgiven for assuming the 166yearold newspaper is in fact failing print is supposed to be a dying industry after all but heres the thing, the New York Times suspect just the paper of record, its also a publicly traded company, which means we can actually track its progress and see for ourselves how its doing away from the president. And bizarrely enough, when you look at the New York Times as a company and as a stock, its not failing. Its thriving. In fact, just last week the company delivered a terrific quarter, even as no one is talking about it perhaps because people think the big earnings beat is fake news but the biggest irony is trump is a major reason the times is doing so well. Since the election, the stock is up 70 so what is driving the strength at the not so failing New York Times and can it continue we need to put the gray ladys resurgence in context. For years, the stock has been getting slammed. Its hard to sell subscriptions when news has become a commodity that anyone can consume for free over the internet. The stock of the New York Times company went into freefall, tumbling from nearly 50 in 2002 down to the lows of 3. 44 during the great recession. Back then, near the height of the financial crisis in 2009, the times seemed to be in genuine peril. Thats when the Company Received a sixyear, 250 million loan with an astronomical 14 Interest Rate from carlos slim they mansiaged to pay back that loan in 2011 they made that happen by selling a bunch of assets. Over time, the stock bounced back from the recession year lows and did its best to fend off webbased competition, and better monetizing their content. However, in the last in the five years after they introduced the payroll, the companys revenue was flat they could stop the digital bleeding but couldnt get healthy again. You know how much we love growth newspapers make their ways from circulation fees and from selling advertising. Believe it or not, contrary to President Trumps take on the New York Times, the companys circulation revenue has been growing steadily year after year its the advertising where theyve been getting killed. In 2011, they wracked up in 720 million in ad revenue. What advertiser wants to pay for print when theres so many other effective ways to target consumers . Even online, the New York Times just doesnt have the appeal of a google or a facebook as an ad medium. Look at last year, in 2016, the companys circulation revenue grew by 3. 4 , okay that was led by a 16 increase in digital only news subscriptions. Thats very solid growth, representing nice acceleration versus the year before unfortunately in 2016, the New York Times also saw its advertising revenue decline by 9. 1 and you consider the advertising made up half of the businesses five years ago, thats a real problem. If you want to know why President Trump bash times i side from the fact it likes to insult his buds there, its because the companys advertising revenue stream seemed to be drying up so how the heck has the stock managed to make such a remarkable comeback . Shares of the New York Times hit a fresh multiyear low just days before the election last november after the Company Reported a less than stellar quarter. However, when the guy who coined the failing New York Times moniker got elected for president , everything changed. The stock rallied nearly 10 after the vote its been off to the races since. The reason investors assume that for whatever reason, the Trump White House would send a lot of eyeballs to the New York Times, and they nailed it say what you will about the trump administration, it knows how to make headlines. Just in the seven days following the election, the times saw a net increase of 41,000 new subscriptions. That was the largest oneweek gain since the digital payroll in 2011. Since then, we have gotten three strong quarters in a low and advertising losses still offsets subscription gains, but the company is closing the gap in may, we to the another out and out beat but the subscriptions finally outpaced the losses from advertising. Circulation revenue increased by 11. 2 . Plus, circulation is a much larger piece of the pie, accounting for 61 of the companys sales, versus 33 for advertising. The times is actually growing again. And the Company Reported its latest quarter last week, and theres no two ways about it that quarter was a pure blowout. The times earned 18 cents a share, wall street was only looking for 14 cents circulation revenues surged up 13 13. 9 , and ad revenue increased for the first time in ages grant it, it was only 0. 8 , but thats a major mprovement. How did the times do it . One word digital. Digital advertising grew by 22. 5 . Whats really going on here . Last year, we had one of the most polarizing elections in modern american history. And for half of the country that feels like they lost, reading the New York Times is kind of a therapy. You can understand why many people night consider the New York Times essential reading these days so where do i come from . Sorry, mr. President , but the New York Times is thriving here, not failing. However, that doesnt mean the stock is alive i dont know how long they can sustain this momentum, but the voting power is in the hands of thesalesberger family. And while the Company Seems to be out of the woods for the moment, theres no denying that print is a troubled industry the not so failing New York Times is doing surprisingly well here. But while the company has made a remarkable turn around, it might be too late to buy the stock here easy money has been made but on a decline, it sure is tempting after all, how many of us went to the cite when it broke the mooch news if the times is failing, its failing upwards. Will in new jersey, will caller jim, a big booyah from jersey. Loving jersey whats going on . Caller i want to get your overall take on barns and noble, the 12 per share valuation letter has its against amazon i want to see if thats the debt orb heres the problem. I root for barnes and noble as a writer and a place to go, but i dont root for the stock, because i like to be in winning stocks and that hose not proven to be the case doug in maryland, doug caller a rocking, rockville, maryland booyah to ya, jim. Thats where a branch of the Cramer Family is whats going on . Caller good question about disney ive been a longtime investor i worked 30 years for the company that was bought out by disney in the mid 90s, one of the networks and its a big portion of my 401 k , and it was a great 401 k ride. Disney has been slowing down and not doing much over a year youve been advising people to hang in there, hang in there do we still hang in there . Yes, you do i like your longterm analysis, its right i do get concerned when i hear someone may have too much of one stock, any stock, no matter how good, including disney i know the stock has been a struggle here. But i also know the assets are Good Management is good and im encouraging people to hold it for the longterm, not for the quarter. Sorry, President Trump, the New York Times is not so failing. Its actually doing pretty well. But it might be a little late to buy the stock. Much more mad money ahead, including the stock of Dominos Pizza. And ill introducing you tothe killer bs. And the fate of these stocks rkat crush or catapult the maet im taking a look at the rough month for the transports so stay with cramer. Stay with me, mr. Parker. When a critical patient is far from the hospital, the hospital must come to the patient. Stay with me, mr. Parker. The at t network is helping First Responders connect with medical teams in near real time. Stay with me, mr. Parker. Saving time when it matters most. Stay with me, mrs. Parker. Thats the power of and. Your insurance on time. Tap one little bumper, and up go your rates. What good is having insurance if you get punished for using it . News flash nobodys perfect. For drivers with accident forgiveness, Liberty Mutual wont raise your rates due to your first accident. Switch and you could save 782 on home and auto insurance. Call for a free quote today. Liberty stands with you™ Liberty Mutual insurance. I like to say theres always in a strong year of making lots of dough, Dominos Pizza suddenly went cold is this enough to burn a hot stock or are more profits already back in the offen . What do you do when the stock of a high Quality Company gets eviscerated in a quarter thats widely perceived as disappointing . Thats the question when it comes to Dominos Pizza, dpc regular viewers know that ive been a huge fan of this company and its stock, and its been a terrific longterm performer, rallying from 10 up to 186 as of today Dominos Pizza is a tech company that happens to sell tasty pizzas last tuesday, they reported a Solid Company that has some hair on it that caused the stock to plunge 10 in a single session this stock had been climbing for years. It had momentum and it doesnt take much to derail a momentum nam name Dominos Pizza had higher than expected revenue, 9. 5 same store sales growth but the international same store sales increased by 2. 6 , much weaker than expected so is this a rare buying opportunity in a fabulous stock or do we need to be more worried about the International Prospects . Lets take a look with patrick doyle, the president and ceo of Dominos Pizza, to find out more about the company. Welcome back to mad money. Thanks, jim, appreciate it. Pat, ive got to tell you, we can talk about domestic, but i was thrilled for you to come on because of a particular word you used about international you said that this is a fixable problem. So can you tell us what countries that youre fixing it in and how confident that you are that it is indeed fixable . Yeah, it is there was some weakness. All of our four International Regions were all up. But there was a little bit of weakness, particularly in europe the uk is our largest business outside of the u. S. By retail sales. India has a few more stores, but higher sales per store in the uk it was a little bit weak it was kind of flattish for the quarter. So there are things to work on its still a terrific business theyre building lots of stores. But we think the value equation there, there are a few things that were working on them. But well get it moving again. But ultimately, weve got a lot of best practices around the world that we can share with them obviously, the u. S. Still put up a terrific quarter so we know what to do with the business you know, well get it moving again. This can take a little bit of time, but we know how to get it moving are we speaking within quarters or years . No,i mean, it certainly shouldnt be years but well work through it and see how quickly we can get it moving again but these are fixable problems there is nothing going on in the economies, anything external this is about us executing, getting this right, and we know how to get this done so i was speaking with the ceo of mcdonalds. He was saying we had our strongest comparisons are erroneous, but we had our strongest quarter in 43 years in the ushg could there be a mind share shift, pizza to burger we always felt these are not zero sum at all. But did that resonate that mcdonalds is doing so well. Mcdonalds had a terrific quarter overall. And i dont think it has anything to do with what was going on with us in the uk theres some other things we have to get i dressed there. But i dont think that was it. Congratulations to steve and the team at mcdonalds they had a very, very nice quarter. But we know what weve got to get taken care of. There is nothing from a competitive stand point that were not dealing with anywhere else, and well work through this you have been a very Aggressive InternationalExpansion Plan the uk store growth is stronger than its ever been right now. The return on investment on the store there is phenomenal. Franchises are still Building Stores some of that plays into the c. O. P. S. A little bit, but store growth, our longterm guidance on comps is 3 to 6 domestically and international we had 2. 6 it was under the range, were not happy with that, but its the first time weve been under that in a long time. You did not buy any stock back from last quarter, but you do have a buyback. Is this the kind of thing that the buyback is for last quarter we were closed for most of that window because we were going through a refinancing. That is just wrapping up within the next week or two, were going to go up and talk to the market about what were doing, refinancing is done and so that was refinancing about 900 million in debt we got an extra billion that we added to our total debt. And well talk to the shareholders about what were going to do to that cash, how well return it to them to best generate returns for them. And the huge number domestically, how much is new technology and advertising i know its gotten lost in the international shovel, but it was a remarkable quarter and needs to be talked about thank you the franchisees, the system, theyre doing a great job, and its really a continuation of everything you said. Loyalty continues to do well for Us Technology is working well the food quality, drif elivery. Weve been doing delivery 357 years, so were really good at ate. So everything continued to come together very well for us. So domestic story continues to be absolutely fantastic. I know the franchisees must want to have it so that drivers never have a problem finding the guy. How about g. P. S. , making sure you dont have to have just the light on tell us when youre 30 seconds away and i can open the door so that they know its my place were testing that as we speak. Is weve got that in some International Markets and a market in the u. S. So thats part of where were investing. Were testing that, tweaking things like that but still a lot to come on the technology front, and part of that is around the delivery experience terrific. To me, look, youre money in the bank with us i believe if you say its fixable, its fixable. Patrick doyle, president and ceo of dominos. Thanks for coming on if show you heard hes going to speak with shareholders. Maybe he puts that cash horde that they have, because remember they have a very good model to buy, to work buying the stock down here. If pat doyle says its fixable, its fixable mad money is back after the break. All summer ive been trying to highlight what i call the Unsung Heroes of this market the boring, slow, and steady company, but stocks just keep roaring higher even if they dont get any attention. Just look at the medical device space. Weve got exciting medical technology plays Intuitive Surgical but there are plenty of prosaic medical Technology Companies with red hot stocks and i want to tell you about the killer bs of the medical technology space. Baxter, beckton and boston science. These guys simply review to stop going higher the stocks almost never go down. In short, they deserve a nickname Becton Dickinson has rallied 22 , but get this, over the past five years, bax ebaxer the b has nearly doubled and boston science corps up 300 . Theyre the names that are driving so much of this recent rally in the averages. What theyre typical of the kinds of stocks i bring up when im challenged over the weekend by the parade of bears that i seem to draw like honey. So what do the three killer bs baxter makes medical equipment, including dialysis machines and a lot more perhaps the most memorable thing is the company spun off its drug business in 2015 and then shire bought that business for a big premium. If youre running a hospital or research lab, youre probably a customer boston science is a bird of a different feather. Makes pacemakers, drug eluding stints and other cardiovasular related products all three companies are riding the same secular growth. The most important demographics. If you wonder why Health Care Costs have been climbing for years, a big part is americans are living longer. The population is getting older and older, and the older you get, the more you spend on health care. From 2000 through 2011, the u. S. Population over the age of 65, increased by 18 , and its expected to keep rising at that pace for at least the next 20 years. Talk about a longterm theme, right . Do you think you have to worry about that every other day, bonds going down whether were talking about baxters dialysis machines or Boston Scientifics pacemakers, this is all the stuff that we use more of as we get older. Second, another big part of the story has to do with innovation. These Companies Keep coming up with new products, and in health care, anything that improves outcomes or extends life spans or contains costs, thats going to find a buyer. But whats driving the three killer bs of Health Care Baxter International has been roaring higher for the past couple of years. As baxter has been able to focus research and Development Spending on creating new products its really focused now. And the companys recent acquisition of clairis Becton Dickinson, i really like this company its down the block from where i live then this past april we learned the company is buying a main competitor, c. R. Bard for 24 billion. The bard deal will help them bulk out medical management business and give them exposure for more chronic diseases like cancer, hernias, and bard will give the company a much larger international presence, especially in china, turning it into a global power house. This is such a smart deal. I bet it buys years of growth. Boston scientific, this is much more of a technology play driven by the rollout of exciting new products Boston Scientific has gotten aggressive about shipping into higher growth markets, like spinal cord stimulaters. For the numbers here for all three of the killer bs have been so strong, yet they dont alway get the credit they deserve. They have no sponsors and considered boring. Last week, baxter reported and no one talked about it gave a longterm forecast to 2020, didnt get any ink i dont have any special inside about the company quarter, but when we heard from them in may, the numbers were fantastic they got some room here. They did a 2. 25 billion secondary offering, less than three months ago to pay for the bard, get this, 176. 50, secondary offering since then, the stock has vaulted up to 201 anyone who got in on that deal has made a fortune as for Boston Scientific, they gave us a modest sales and earning beat sales up 6 . So the companies are all in good shape. What about the stocks . Even after their epic runs, the killer bs of health care arent that expensive the consistency of baxter and the growth 23 times earnings Boston Scientific, 19 times. Given the underlying growth rates, these are some reasonable valuations and i get all three can go higher. What a great place to be when youre about all the turmoil none of it is going to affect the businesses heres the bottom line, the three killer bs are some of the markets strongest Unsung Heroes they just keep roaring and you know what . I dont think theyre done i think all three have more room to run stay with cramer for your heart. Your joints. Or your digestion. So why wouldnt you take something for the most important part of you. Your brain. With an ingredient originally found in jellyfish, prevagen is now the number one selling brain Health Supplement in drug stores nationwide. Prevagen. The name to remember. It is time its time for the lightning round. [ indiscernible buy buy buy, sell sell sell [ buzzer ] and then the lightning round is of. Are you ready, skedaddy. Time for the lightning round jody in georgia, jody. Caller hey, cramer, how are you . Good, how about you caller pretty good ive done my homework on ulta. Is it still a buy buy buy . We are not that aggressive on that there were some negative things last week. Ulta did go up today on a downgrade. Thats a very positive sign. Im not jumping up and down for any retail, thats the problem dave in california, dave caller booyah, jim. Booyah caller hi. Ive had a position for quite a while are rdn. Should i hold it si its a very good company. I looked at elly may over the weekend and it made me feel nervous about the housing contracts. Its just not enough volume. Lets go to luis in texas, luis. Caller hey, cramer, how are you doing . Good, how about you caller im all right, im all right. Im looking to diversify my portfolio. I was looking into Pattern Energy and seeing what you think about them i dont know them thats an interesting company. Holy cow interesting. I love high yield. Let me do some work on it. Lets go to dave in pennsylvania, dave caller hey, jim, a great big booyah from pennsylvania for you. Yes, keystoner, whats going on caller hey, listen, i have a stock here, i want to know if the dividend will sustain. Alliance is an inexpensive stock, even though its had a big run. I cant speak for the dividend, because theyre so variable. But thats a very good company and that, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] the lightning round is sponsored by oy is a mobile trading desk 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 can the transports bruise the bull im a huge believer you do need the stocks that are involved in transportation, because thats a commerce, to go higher in order to verify the true bon feeds of any rally. Youve got to move with genuine staying power. The financial stock going up after they reported their quarter, but theyve held their ground however, the stocks in the transports representatived by the dow jones transportation average, theyve been a disaster peaking july 14, 9,743, plunging to 9,183 today that is a breathtaking, breathtaking decline this group can be fairly emotional, meaning the truckers, the airlines, the rails, the straight, and a Barge Company can really jump around right now, though, theyre jumping into an abyss. This weekend, between trips to my garden, i read the Conference Calls of every single transport in the index that reported and all i can say is while there are reasons for declines, they not to me necessarily signal a dire Economic Forecast nothing like a recession, not even a slowdown. But lets break it down. So first, and most visible perhaps right now, the rails csx, kansas city, union pacific, they all had pretty good earnings csx had a huge run going into the quarter because of the excitement surrounding its new ceo hunter harrison. I dont think there was much he could do to get the stock to continue to levitate in fact, while the quarter was fine, Service Issues caused him to lose some business to Norfolk Southern who would think that rails compete . So why has the group been pummelled so badly simple autos were weak, and autos are a very important cargo no one could be surprised by this that means probably the second half is not going to be any different than the first half. Lets call it a push, because there are other cargos doing well the freight forward is fedex and united parcel, theyve been victims of bullish circumstances. They ran as ancillary plays on ecommerce, but there wasnt enough upside to steep the stocks in the air. Truckers all over the map, but the market perceived weakness in the group. I found myself thinking if only xpo logistics, a company weve had on a bunch of times, which has been a scorcher in the transportation index, it would have emil rated the declines i had kirby the Barge Company, management called the period the worst in 30 years. Avis has started to come back up as a stock, but i dont know why. I didnt think much of the quarter. And then there are the airlines. The Airline Stocks have been horrendous, because the market has decided that the days when there were no price wars, just fare increases, just lots of fees are now over. Weve seen strong domestic numbers thisyear this quarter, though, there was a ton of domestic competition, causing the group, including the always reliable southwest to just get pulverized. As spirit airways, a real bruise we a er with a terrible stock still, these are totally selfinflicted wounds. The airlines arent suffering from lack of demand, the problem is lack of discipline. They generate a lot of cash but they get into the price cars many of the transports have been awful, but i believe the expectations got too high going into earnings season so my conclusion is a positive one. The transports all have their reasons for being weak, but the only real concern is the decline in autos they are indeed important for the u. S. Company you have to watch that group now, if they do layoffs, which seems ripe from all this fretting because the autos have been troubled, maybe there will be more pain to come in the transports in the interim, while we cant be thrilled how these stocks are performing, it would be a mistake to claim were finished or the transports cant bounce back hard from what are now much less than lofty levels stick with cramer. Me, mr. Parke. When a critical patient is far from the hospital, the hospital must come to the patient. Stay with me, mr. Parker. The at t network is helping First Responders connect with medical teams in near real time. Stay with me, mr. Parker. Saving time when it matters most. Stay with me, mrs. Parker. Thats the power of and. 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 tonight, an all new american greed, a nightmare on the grammy red carpet. Make sure youre watching at 10 00 p. M. I like to say theres always a bull market somewhere, and i promise to find it for you right here on mad money. Im jim cramer, and i will see tomorrow welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. If they hear a great idea, theyll invest their own money or fight each other for a deal. This is shark tank. Are darryl and randy lenz with a product to help ease the stress of traveling with children. Come on, honey. darryl come on. Come on, honey. Hi, sharks. My name is darryl