Deal with china allowing the American Companies to stop building new factories there and averages to explode higher its working his tariffs forced our businesses to change their supply chains. They had to cut china out of the we need to know the deets before picture as fast as possible. We can finally start worrying last but not least, he has the and we cant really do this job until we start worrying. Possibility of capital at the moment we still dont constraints making it harder for Chinese Companies to raise money know much. Here in the u. S. Do you know what, its been a Relentless Assault and could be a suspension of maybe china would have been able to handle the trade war on its next weeks planned tariff own but they also had to deal with the seemingly endless increases. I dont know some mumbo jumbo about not protests in hong kong. The hong kong situation makes calling the currency the communist party look weak, manipulator. It was really shaky. Look bad, lose face but no way to handle it doesnt make them i was hoping for something a little less preliminary. Look worse when youre worried about an nba general manager of not real and the last half hour of consequential standing tweeting that he faces freedom of Action Trading with the semiconductors in hong kong youre not the down they had been explosively higher paradigm of growth that the media says you are almost all the session 40 or 50 billion agricultural owners among others rationalize buys they have become the ante for more concessions not what the trade talks are about anymore and they almost never seem to materialize even as they need them from out of the country regardless of the concession the concessions. They need our business with or without. Now even though chinas unfair trade practices hurt every country they do business with, it well be able to focus on especially europe, none of those countries decide to join our trade war. I get it earnings and sales and profits china is the eus largest trade rather than just tariffs and trade restrictions other than continued negotiations with china, whats the game plan. Monday seemingly quite day remnant from the days when the stock market still closed from partner. In other words, they may end up with a trade war on multiple columbus day but we should hear more about a possible break through in brexit negotiations fronts when china brought in the army at this point any deal will to crush the protests the finally put an end to the cloud country was much more isolated of uncertainty thats been hanging here literal for years now. Tuesday we started for the major banks. Its an important day at jp morgan, citigroup, goldman he has the definitive upper hand here sacks, wells fargo unlike the nba or apple, own it, i bet theyll talk about healthy but dont trade it by the way. Loan demand. Trump doesnt care about losing Balance Sheet that might allow access to the Chinese Market for discussions. Thats why he was able to win important concessions. Agricultural purchases and protections. Its for not racheting it up its why we got this preliminary that and it sells at around book value. We want to know how much stock citi has brought back. Hopefully theyll have more capital to shareholders. Theyre buying back a huge amount goldman, my alma mater i expect them to tell a good deal and its cheaper to give story about mergers and ipos trump what he wants. The thing that im most the strategy is working. Stick with cramer. Interested in is apple goldmans behind the apple credit card even though of course the ad says apple not a bank well, the bank involved with servicing it is goldman. How much money has it brought in what is it worth to the franchise . I am betting the news will be good and it could boost the value of the entire enterprise as for wells fargo, the new ceo who comes from visa now has the opportunity to layout his vision for the future although given but in my mind im still 25. That he was appointed, i dont know if we can expect any major thats why i take osteo biflex, to keep me moving the way i was made to. Revelations. A lot of people believe he will be spending a lot more on it nourishes and strengthens technology so that he can cut my joints for the long term. Overhead dramatically. Osteo biflex i dont know if hes ready to now in triple strength plus magnesium. Play if thats what im betting. I think the stock is very intriguing i think the stock is worth buying the banks had a monster move today which makes them recommend going to the earnings. We tend to get profit taking after the initial excitement for a number that comes out. Anything different from this to this or this or this although this is one my Charitable Trust does not own but is very intriguing is the one where people say the worst is over. We also see United Health and johnson johnson. Last time they reported the numbers were good but it didnt matter because everybody was worried about senator Elizabeth Warren running on a platform of single payer that would put companies out of business. Or trips to mars. No commission. Delivery drones, earlier before market trading it or the latest phones. Was around 215 no commission. Its come all the way back no matter what you trade, at fidelity youll pay no commission maybe thats saying it has a for online u. S. Equity trades. Solid floor. It has great sales and it has great management and its become in return for nothing trump is getting a lot a story. It seems positive to me. Theres always a bull market theres opioids and harmful side somewhere and i promise to try to find it for you right here on effects and a drug theyve had mad money. Im jim cramer and ill see you for years. Monday they own j and j for the Charitable Trust that you can follow by actionable owners. Com club its pretty discouraging im starting to worry theres no end to the real risk of gigantic losses from the lawsuits but just today when a fabulous welcome to the shark tank, researcher arguing the losses where entrepreneurs seeking an wont be contained and i am not investment will face these sharks. If they hear a great idea, so sure. I expect there will be more theyll invest their own money losses and they arent happy with the position in j and j and or fight each other for a deal. This is shark tank. Theres perdue coming up and opioids and so much risk but the worst may be behind us give or take id say five points go down to 123 with a better solution to a schoolday dilemma. I thought there was some relief in the stock maybe im kidding myself hi, sharks. Im cyndi. And im paul. Also on tuesday an important analyst from work day and this and were here today seeking 150,000 Investment Company we had them many times its the cloud based payroll in exchange for 15 of our lunchbox company, yubo. Software play. They exploded in part because s p reported 38 growth rate in its cloud business. Theres been concerns later that the migration has been slowing something that we hear every time the stocks sell off s p made it very clear thats not the case while work day today off the sap, i bet you this thing is not done. I went by it ahead of this analyst meeting. Business is very strong. Wednesday well hear from bank of america which has reported two great quarters in a rowand each time the stock did absolutely nothing im sure there will be a lot of hammering about how much money can be made into this ugly inverted yield curve and it got a little better than three weeks ago. I think that bank of america can get plenty of money. Still this stock has been stuck in the high 20s, low 30s for ages really much more than 30 in change, 29, 30, 29, 30, trust me crazy. Were still waiting for big Institutional Investors to get behind it. I bet bank of america could break out of this trading range. If they report a good number the day before that is the best analog if theyre good, this one, if this is good, look for this one to be good that sends it up thats the linkage between the two. Now we know to know what red head is doing. Remember they bought them recently without specifics the stocks will continue to language and then netflix management can still say it welcomes more competition rather than being hurt by all the new direct to consumer over the top opportunities. Now the matra the whole time is the more the mariner but management misjudged the sign ups last quarter and if they delivered a better than expected sign up number the stock could rally 15 points. I dont know if we can do it though we start hearing with the big industrials from the transports. I start worrying Union Pacific is a great tell if youre trying to gauge commerce with china its always been a reliable play to gauge china exposure. They also have oil exposure though theyre all tough industries could be a very challenging quarter. Morgan stanley sells it around nine times thats a consistent earn thats too low you can buy this stock ahead maybe on monday and tuesday. Friday looking for excellent results from cocacola theyre all about plain old good blocking tackling by management. Pepsico told us that could cocacola rebut them therm theyll try. Its also the one thats the best tell for whether china is serious because they should let americas best come in without a partner. That would be the key. And it might still be held up. Then theres the oil service giant. This one used to give us consistent upside surprises but those days are long gone we still own it for my charitable plus and part of the diversity and my attempt to be able to diversify. Ill be talking about it on my Conference Call next week. Ill be talking about how we sold some for a loss and should have sold it all bottom line with this latest news on trade today and two or three phases means we can finally focus on the substance of earnings and i like that. Im expecting many of these quarters could be better than expected certainly better than the media is constantly harping on it could be a good week as long as washington doesnt get in the way. Kathie in new jersey kathie. Hey, cramer. Yeah. I have been an avid peleton rider and owner for years and feel strongly about the way the company is going i bought quite a few shares after i watched the following day and heard what you had to say. I like to know when you think is a good time for me to buy peloton back. Its part of a class of equities thats been basically discredited and it has a lot of people that flip it and i feel like what happened is you got a real bad shareholder base. Im not anxious to share the stock. Theres many that are better including a bank like wells fargo and goldman sachs. I like those but i cannot recommend peloton. All right. If washington doesnt get in the way, we could be actually talking about stocks and their earnings and i think that would drive stocks higher. But i know thats a tall ask mad money tonight, wendys served up 20 gain in the past year as it cooks up a plan to add breakfast and its 20 is this stock just heating up or investor day you know thats a cramer fav then looking at a sector of the story that can work regardless of how the trade talks go . Ill tell you why it may be time to tee up with the golf stocks and you have probably seen one of the products in the dermatologist offices and you may not know what it is and ill reveal it and boy is it interesting and even compelling in tonights homework section. So stay with cramer. Dont miss a second of mad money and follow jimcramer on twitter. Have a question, tweet cramer at madtweets. Send jim an email at madmoney cnbc. Com or give us a call at 1800743cnbc miss something head to madmoney cnbc. Com. Roughly a month ago cramer fav wendys announced plan to offer breakfast in the next year and it plunged 10 in a single session. I thought it was a good idea but wall street seemed to believe the breakfast business is too competitive and too cut throat at least that was the consensus until today when wendys held a big investor meeting and changed the entire narrative management told a terrific story talking about system wide sales growth, the high end of the 3 to 4 guidance along with new expansion into europe in the next 12 to 18 months and the possibility of plant based burgers. Breakfast could grow to 10 of total sales and gave us longterm forecasts through 2024 and a dividend boost so we have been on it the whole way. He is the president and ceo of wendys. He had a better sense of how his company is doing and where its headed, welcome back to mad money. Always a pleasure to be on. Thank you. Its always a pleasure to have you todd because you deliver, you deliver, you deliver. When you announced breakfast i was so excited big new day. Hiring a huge number of people and the stock market is so shortsighted you didnt like it but you really quelled any of those fears today didnt you were really focuseden the longterm. Its been a growing part for many, many years and we have a great offering a breakfast baconator. Honey butter chicken biscuit breakfast potatoes we have a menu that can compete. A low investment and a high return model for our franchise community. Were leveraging our existing equipment and were going to bring it to life in a big way in 2020. Tell me how many people youre going to hire and how are you going to find them. So we have to hire about 20,000 people. So what we really did is made sure that we had a very Efficient Labor model in our restaurant two people to open the restaurant once we open the restaurant we add a third. So its a third person labor model so we have to hire 20,000 people which seems like a big number but when you think about it as three per restaurant its not going to be that hard. Its very convenient for folks to come in in the morning and be done by lunchtime. So we feel good about our employment proposition to bring folks in and create a great experience for them. I think its great that your company is hiring so many people so you follow us on social media and you know every time we tweet it that my wife loves the baconator. Its out of sync with the millennial tastes about plant based but yet its loved whats going on for something that may not be known for saying weight loss is so loved at wendys. Its all about taste and people love great tasting food and we talk about it in our terms, food i love thats what people want. You put bacon on just about anything folks love it and we do sell a ton of bacon across our restaurant and we wanted to make sure that we could leverage our iconic baconator brand so when you think about six strips of smoked apple wood bacon with fresh cracked eggs and nice sauce on our premium bun, what a great offering to drive great taste and great value for the money. Of the mayor quick service, i think youre the leader in social what is it about the brand that resinates so much with social and what has it done for your company . Yeah, no its really been about having that tongue in cheek. Were comfortable making fun of ourselves but were really comfortable calling out the competition when theyre not living up to the quality that we believe theyre really delivering in their restaurants because were proud of wendys quality is our recipe. We continue to deliver quality day in and day out and were connecting to the generation of consumer through social media. Having a lot of fun doing it and it is driving folks into our restaurant when chance the rapper tweeted hed love to have his spicy nuggets back we challenged him to see how many likes he could get. You get 2 million likes well bring spicy nuggets back he did that and we brought them back and immediately, from day one, even before we turned on National Advertising people showed up in our restaurants to buy the spicy Chicken Nuggets because they wanted them back and they learned about it through social. Thats incredible people love your fresh food. Its just different. Now how are you doing in terms of you got that throughput, i know that youre making a lot of Digital Initiatives and the door dash deal. These are incrementally positive that people misread . Yeah, no, theres a ton of good things happening. Were still working on speed so speed and convenience and really driving consistency of operations our core themes on the basics. You think about how you can continue to drive speed. The Digital Journey is a big one. How do we drive folks into mobile ordering. How do we drive awareness on mobile ordering. What we do see is when folks mobile order the check size is about 20 higher so that is greater opportunities to connect to the next generation of consumer and create a better experience and gather more data to connect with them to the future and delivery is a great Growth Engine for us we have over 85 of the system supported by delivery. We announced today that we will have all of our ordering integrated on delivery into our point of sale system that will allow us to get the food to the customers even faster were one of the fastest today 30 minutes from the time you order to the time you get the food now that its going to be integrated into our pos we can shave another 3 to 5 minutes and open us up to use other delivery providers besides door dash which will expand access to our brand. Speaking of expansion, you did talk a lot about overseas. I always thought wendys travels. Its a great brand name and its fresh and a lot of the other guys already over there they do not represent the freshness and you represent lets say the speed. Can you replicate . Oh, absolutely. We talked a lot today about our brand and really doing fast food done right and fast food done right can resinate across the globe and fresh is what a consumer is really looking for its a true point of differentiation. We talked about making a move into europe over the next 12 to 18 months and really starting in the u. K. And really front running some of that with Company Restaurants. We talked about up to 20 Company Restaurants over the next couple of years hell bring franchisees out to play that out in the u. K. But it will create a beach head for us to start to drive growth into all of europe. Its a big burger eating area of the world. The category has been growing and we have the right to play and can be differentiated on fresh. Two other things before we leave, a nice dividend boost 20 Dividend Rate increase and then what are we thinking plant based . It was nice with the cash we had on the Balance Sheet and announce that were going to complete our 225 million share repurpose authorization by executin