Socalled macrow and listen to individual companies on a day the dow slid, s p lost. 79 and nasdaq shed 6. 8 because treasury yields cantonu to sink and the president terrified the market you dont know the term terrified . You better get used to it. Others were focused on tariffied, i was focus on home depot because when im trying to take the pulse, home depot gives me a better read from the bond market or any talking people on tv home depot has all sorts of insights you cant get from staring at the yield curve and right now the spot says the consumer all systems go. After list piening to the blockbuster earnings, idea were heading to a recession, according to home depot, things are getting stronger, not weaker but there are issues why should you trust home depot . Two words. Car carol, the longtime chief financial person who is retiring after 24 years at the company. It was her last conference call. Money. We spend a huge amount of time interviewing officials going and Hedge Fund Managers talk in the books and strategists that keep trying to keep them busy but carol has a better track record than any of them and has much less of an agaenda and tome we trust, she should be fed chief what does the great carol tome have to say . Lets go to this mornings conference call. Lets go to the transcript that helped propel the stock nine points as the clueless headline writers called the quarter a big miss, one nanosecond here she goes. While Global Economic pessimism increased, the u. S. Consumer is healthy and record high levels and wages are up over 3 from last year. Hey, you know what that sounds good here is the problem. The u. S. Consumer is facing the impact of tar riffs consumer demand could be impact. Thats bad thats the current dilemma in a nutshell the trade war is making people lose confidence, something that crushed the stock of khols this morning, way back over reaction but Michelle Goss will explain that, im sure tome says not to worry too much. Were in the longest economic recovery and the growth is under the average of every other recovery in history. This is a reason why its an elongated cycle. There is plenty of room for the fed to cut Interest Rates like the president says because throughout the call tome kept bringing up deflation narcot pressures in the economy so many other quantities, the fed has ever reason to keep cutting. Put it together and it seems like the fed should deal with any weakness but the tariffs are a looming factor i felt after listening to tome could derail us home depot made it clear were winning a trade war and the merchandising says im not aware of a single supplier not moving some form of manufacturing outside of china so suppliers are moving from taiwan to vietnam and back to the United States all these changes will help cushion the blow at home depots same store sales and expect a 1 hit. It seems this would be the perfect time to make a deal with the chinese. They need it more than we do, and i say this as a big supporter of the president s tariffs. Thats right you know i support them. But the last thing any president wants is a trade war related recession as we head into an election year. If i were president trump, i would heed home depots call to recognize this hugely important industry is at risk from tariffs at the moment im sure the Chinese Government would love a reprieve from the trade war because its causing manufacturi manufacturing exotis i want the president to listen to this call and peter and greg mnuchin. Ist its important. Carol tume ertome has no agenda shes not bashing the fed even if she acre nknowledges his recr and recession and lumber and paint. Tome is making it clear were vulnerable to a downturn in the most robust portion of our economy. More importantly, as she always teaches me, housing punches above its weight when you try to sell your house or buy one, youll probably hire a contractor to fix it up. We dont want the contractors to get cold feet because after tariff wars. These dominated the session and at the end of the call, well, i was just i said darn it, i want this trade war but i dont want to trade i dont want it to destroy both sides. Home depot called out tools and appliances especially strong day course, storage, indoor garden, building materials, point, outdoor garden, hardware and plumbing were robust they could be impacted by tariffs. To put it another way, if i were a sitting president a year away from an election, i wouldnt want to tip over the home depot wheelbarrow streaming fed chief jay powell for rate cuts may not be enough when home depot executives seem to imply that the tariffs are weighing on people and the president said this afternoon, hey, listen, well have a rough patch but we have to do this, now is the time i agree with that but im i am concerned after this conference call. Im not worried about home depot because the company is clever and Interest Rates they use to refinance and web business is growing at 20 and represents 8. 9 of the total. Thats plenty of room for improvement however its more complicated than that. Listen to ceo who is so smart. While our Stores Remain the hub of our business, we know that many of our in store sales are influenced but online visits and 50 of online u. S. Orders were picked up in our stores during the quarter. Thats telling if youre a mom and pop hardware store, how do you compete . L lowes is having trouble adjusting, why in part because the spot is digtizing all of which gave sales a boost and for the newest fulfillment center, they can offer oneday delivery how can we make a judgment about the economy by looking at home depot but its more. Walmart reported an amazing quarter. Granularity that indicated the quarter got better amazon delivered fantastic results as did costco. Tomorrow we hear from target which puts the t in my watch acron acronym. Its done Amazing Things to d digtidi digtize the business home depot is perfect for the u. S. Economy and out going cfo carol tome is an honest broker we wish her congratulations and all the luck in the world. She said the consumer is in great shape now but should be derailed by the trade war as someone thats in favor of cracking down on china like the president. I think we still need to take her concerns to heart and i hope the president takes this opportunity to make a deal while the chinese are feeling the pain from our tariffs before we get the full impact on our side of the aisle. Charlie in europe . Caller booyah, jim. Thank you for having my call thank you so much for the valuable information. Thank you. My question is about footlocker last time after earning this morning it went down 30 , but consumer, the Retail Consumer spending is up this quarter. Footlocker manager and could move out of the malls so my question is with the low stock price, what do you think i know, yield is 4 but that has not stopped these mallbased stocks from going lower. Look at macys, look at kohls i am concerned that yield is no longer protecting any mall lets go to doug in new york, please, doug caller hi, how are you doing . Good. How are you . Caller love your show and enthusiasm. Thank you caller i just want to say shoutout to my mother. Why not ill do the same that takes thats a boy, big megaphone, go ahead. Caller okay. I just want to know about what you think about beyond me. I have two different views of beyond me. I think the company is good. The stock got away from what the company the stock is its going to take a long time to grow therefore you have to be careful particularly because there is a half dozen more beef companies coming to market but i like beyond and i think that the management there is excellent. How about anthony in new jersey, anthony . Caller how are you doing, jim . Good, how about you caller not bad i was calling i want your opinion on blackberry. I got them a couple years ago. Everyone likes the property component and thinks its worth a great deal of money but doesnt have growth and we like growth in cramerica. Period end of story richard in month monana, please, richard . Caller hi, jim, big sky country booyah to you and your staff. My wife loved biking in montana. Whats up . Caller my stock is abbvie. Darn, ill tell you what, i think abbvie bottom. I think Bristol Myers bottomed i was going to do a piece about this tomorrow but i gave away the whole darn thing and i dont feel it. Anyway, i like it. If you look at what Companies Say about the strength of the economy, you get a best view of the consumer you take a look at home depot and ask what recession but you also think lets be careful. What estee lauder and tom brady have in common, then, with news that they may spin off match group, ill tell you if its worth investing in and a stock up about 500 in the past years and it may not be on your radar and may not be too late to buy ill tell you the name and see if the move can continue so stay with carol tome and stay with cramer. Announcer dont miss a second of mad money. Follow jimcramer on twitter have a question . Tweet cramer madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc miss something head to madmoney. Cnbc. Com. Are we supposed to dance . Boy boy bands without dancing are just ok. Get a better than just ok unlimited plan with spotify premium included on americas best network. Only from at t. More for your thing. Thats our thing. Doprevagen is the number oneild mempharmacistrecommendeding . Memory support brand. You can find it in the vitamin aisle in stores everywhere. Prevagen. Healthier brain. Better life. How you watch it does too. Tv just keeps getting better. This is xfinity x1. Featuring the Emmy Awardwinning voice remote. Streaming Services Without changing passwords and input. Live sports with realtime stats and scores. Access to the most 4k content. And your movies and shows to go. The best tv experience is the best tv value. Xfinity x1. Simple. Easy. Awesome. Xfinity. The future of awesome. Suddenly the slow growth stories are getting hammered stocks like mccormick is down seven points in one session through in form of its own because we survived the inversion, we are back in boom town mccormick is the ultimate stay at home lets cook story same goes for retailer like tjx who reported today and chop it out, who do you think buys that merchandise. Tjx comes in and picks it up for a fraction of the list price cash the latest quarter was considered weaker by many at least at the opening, stocks sold off but because investors figured a recession was off the table so the fact tjx rebounded this afternoon was not necessarily a good sign even though these two companies will make a lot of money, their stocks immediately fell out of fashion in the wall street fashion show when people stopped worrying about a recession they are rebound when the yield curve invertsment let lets say we get a weak number, i think trying to profit from the day to day rotations when i first started the show, i tried to get you in and out. I know better than that. Its a fools game i like mccormick, good company and tjx, end of story but you know what i love, estee lauder they take risk and defy gravity in any environment they are doing what they know. They are always going to make the playoffs but will never make the championship estee lauder is trying to win the super bowl the ceo is the Bill Belichick of the cosmetics business not that long ago estee lauder relied on u. S. Department stores and made up onethird of the business they knew brick and mortar was the place to be. Right now they realize many of the buyers for prestige makeup dont go to Department Stores any more, they dont go to the mall, they go online or ulta beauty we pivot stop depending on the no growth outlets for growth he goes on the road to talk to young people in china to figure out what they like he has hero brands he can sell the world over thats why i love the stock of estee lauder but a slowdown because it does become more attractive as the economy is weaker what do you do its crazy to switch back and forth between the slowdown stocks and come pthats somethig hedge funds can get away with. Youre better not trying to gain rotation find the stock of high Quality Company where they figure out landscape and takes risk estee lauder is a prime example. It would have been easy to say our earnings were hurt because traffic was down at macys or often bond time. You know, defunk chain people do that on calls. They say listen, its not my fault its macys or would have been easy to blame the hong kong protest for hurting a key showcase but they didnt go there. He doesnt do that he isnt making excuses. He saw the problems coming and avoided them they used them to figure out where the company is likely to be challenged. He has a. I. On his team. I have to tell you, freta is a horizontal guy and listens to everybody. He has a reverse mentoring program and younger people have to be your boss for a couple days ouch makes sense. Hes the Bill Belichick of cosmetics. He gets the job done and does the assignment thats how a company that sells the ultimate discretionary goods can fly in an environment that everyone is whining about. No wonder it surged yesterday and 206 today. He is a heroic risrisktaking c. Stay with cramer this is mia. This is mias pulse. With pressure rising, and racing. This is also mias pulse. That her doctor keeps in check, so she can find balance. This is mias pulse, and now its more stable than ever. This is what medicare from Blue Cross Blue Shield does for mia. And with over 80 years of healthcare expertise, imagine what we can do for you. This is the benefit of blue. What can you safely circle the wagons around in a really mechanic depress sie depressivet that veers wildly from deep despair about a potential recession to euphoria everything will be fine you want stocks that will work either way thats the theme of tonights show that brings me to iac enter activity corp. Thats the media and information and Technology Business with the stock up 38 for the year. Hitting a new alltime high this month in the wake of a stellar quarter. Ive been recommending iac for ages but i want to pound the table because this is the s secular growth story the story is as easy as one, two, three iac has taken two cities public, match group the Online Dating group that owns tinder, cupid and Angie Home Services that owns angies list and home advisor. Both want to do remodelling. When you add up the value in match and its stake in angie, what you find is youre basically getting the rest of iac which is quite valuable for free thats been our thesis here and so far worked out fabulously the stock up 138 since i first started pushing aggressively in june of 2017 because i saw the bizarre disparity among the pieces made no sense to me because it didnt however, when the Company Reported management announced they were thinking about selling the rest of holdings in match and angie looking for ways to maximize value we dont know what they are going to do right now. They are just considering options but it made us want to sharpen pencils and check out the math on iac to make sure were still getting a bargain with the stock first let me catch you up on what is happening. For those of you that dont remember, its a house of Digital Brands put together by barry, the chairman ive met and let me tell you, i met him in 1979 didnt remember but man, is he smart . They own ask. Com, dictionary. Com, dot dash and the daily beast with many other brands that you use that you dont know they own although match group and Angie Home Services account for twothirds of the sales these guys are bastards of taking little Digital Brands than blowing them out and monetizing it. Expedia. He and his team have created a massive amount of value over the years. Roughly a year ago we came out here to take a victory lap and pointed out they had become a no brainer and by the way, i banned that term from mad money. I dont use the term but im using it here. At the time their stake was worth 10. 5 billion and Angie Home Services together, nearly 19 billion youre literally getting the rest of the businesses for less than nothing its like that great line from cramer fav classic the worries can you count sukas because if the future is ours if you can count. Remember that . Didnt see it . You have to check it anyway, at the time the stock was at 185 now its at 253. Turns out the basic a rrrhythmi can be obvious the Online Dating apps have taken the world by storm the less reisky way they can stagnant and would be able to go higher because it would deserve to go higher the family is doing great. Two weeks ago the company delivered a 23 cent earnings beat higher than expected sales of 12 year over year. Once again match group put up fabulous numbers tinlder subscribers rose to 5 million. That is up from 1. 5 million versus last year up 1. 5 million. I mean, boy, people really must like to meet each other. Isnt that what hookup means when you drill down while the biggest division, its not the fastest growing. The online video platform sold 26 sales growth you use that every day dot dash up and mosaic group is on fire and Angie Home Services had crucial mistakes how they manage from google we saw it happen with yelp both sales came. The ceo came on the show and i loved put it, i believe the recent issue was as much tripping over our own feet as it was changes in googles echo system the man is humble. Thats another thing i like. When these guys make a mistake, they are not afraid to admit it. Angie stock was devastated down 25 in a single session. Angie is down 48 for the year and there are real issues that are weighing on the Parent Company if the strength at match group is more than enough to offset them. Thats the context you need to be aware of when you consider they are talking about potentially doing a full spin off for either or both of these companies. Again, though, as its been put. We sincerely havent decided what is best he acknowledges match seems like a more obvious candidate for the spin off for the value, great. So does the mask still check out . When we recommended iac to the subsidiaries, it seemed like a slam dunk for investors and was. The longer this goes on, the more frustrated the management is getting the market values and business is less than zero and nothing they seem to do can close that gap. Even as the stock is roaring higher on every conference call, joey im plo employers investors to look at the numbers. Im going to do mad money arrhythmia. Mad math. When you add, divide, i didnt want to take kcalculus i didnt want to urine ruin my transcript they own 4222 million shares of Angie Home Services. That match group stake is worth 18. 7 billion as for angie, even with the decline the position is worth 3. 5 billion. Together they are worth 22. 8 billion, with me okay thats puzzling because it a market capization of 21. 3 billion. Pretty simple, right let me put it this way, if they were a holding company, the sock would be worth 264 a share and has a host of other businesses its only trading at 253 and as baron is pointing out and profiled, they have a billion dollars in net cash sitting on the Balance Sheet. If you dont care about any of the other dif dvisions, youre getting a billion dollars for free the video business and invested and the one im focused on i think is worth more than they paid, turo this is a car sharing app that they paid 250 million for it lets you rent out your car to other drivers. Isnt that brilliant maybe the next big thing when it comes to the shared economy. Yet, the stocks trade like this stuff is garbage i think its rlunacy i can understand why they have a spin off maybe the only way for the stock to really reflect the reality of what barry put together, the bottom line, oh, i think iac is terrific i believe they can turn around Angie Home Services and i wouldnt be alarmed by the spin off talk thats what they do and they are very good at it but the key here is simple. As long as the stock is worth less than the sum of its parts, its a screaming buy were going to go to kyle in illinois, kyle caller hi, jim, thanks for taking my call. Of course, how are you . Caller good. My stock pick is red fin ive been watching it for awhile i own a little bit and im looking to add but ive been hesitant because of what the market is doing lately whats your opinion . Toll brothers reported a quarter that was good but the orders werent that good home depot had good things to say about housing but in the end, Residential Real Estate stay away. All right. The stock is worth less than some of the parts therefore i remain convinced that it is a screaming buy. There is much more mad money how a Little Known Company is competing against sales force and microsoft and winning and its a valolatile few weeks, the terrible close today ill be the judge in tonights diversify and tonights edition of the lightning round so stay with cramer. Were pretty different. Were all unique in our own ways. Somos muy diferentes. Muy diferentes. vo verizon knows everyone in your family is different. There are so many of us doing so many different things. vo thats why verizon lets everyone mix and match different unlimited plans. Sebastians the gamer. Sebastian. This is my office. vo and now with more plans, everyone gets what they need without paying for things they dont. New plans start at just 35. The plan is so reasonable, they could stay on for the rest of their lives. Aww, did you get that on camera . Thanks, dad vo the network more people rely on gives you more. In an uncertain environment, were always on the hunt for Growth Stocks that can tran send a worldwide slowdown thats why tonight i want to talk to you about the little business analytic stock that could. No, this isnt octa. Anyway, we know many of the cloud plays were laying low by the market wide sell off and most havent been able to recover but there is one i like so much that i just said you know what . Down a day, terrifying terrifying i like a Company Called ayx, its a cloudbased Analytics Company with a stock on fire look at this this is up 128 for the year almost made a new alltime high. Ive been waiting for a pull back before sickcircling back. It refused to give us any dip where i could talk about this on the show nothing. The stock just keeps roaring so tonight im done waiting ive had it. Throwing in the towel. Alteryx has run so much its only for the bravest speck ulatr but worth putting on your shopping list. This may be the best one of ones people dont understand. When it became public in march of 2017, the stock didnt garner much attention those were always the best kind. The ipo price at 14. I recommended it a few days later at 15 and change and i found out what they did and said it cant be. Too good to be true. Its now at 135 this thing is up one this is up 760 . 760 thats incredible run and it really rewarded anyone willing to take a chance and speculate on a small cap software as a service stock back for the whole sector thats gotten smoky hot there are a lot of companies in the Business Analytics all the time google acquired looker a Business Intelligence platform what sets alteryx apart . They had a gimmick the platform makes it easy for companies to prepare and analyze data from multiple sources in the past if you want to use a Data Analytics tool, it required multiple steps by multiple people in our Organization First one managed to prepare the data so the software can make sense and another team does the analysis it takes this fragmented process and combines it into an experience that lets a single user perform all the tasks that used to require an entire team i got young people that used this and like they are replacing ten people they know how to use it. Its like a language for them. So many Cloudbased Softwares saves companies on labor costs and makes the process more accessible talk about a way to keep wage prices down. Back in mashin marge we had the privilege to speak to dean stoker and he told a compelling story. There is an explosion of demand being used everywhere. The same platform they sell to banks to model and by the dalla cowboys, i will never draft a cowboy and the Green Bay Packers for on field player analytics. That got use clients in the software space, too. Think another fav, drop box, sales force and tablo. You think it would be a competitor but stoker explained they are not really in the same business according to him, a company deals in the lowest value point in analytics they help make the stuff intelble to humans they have a pipeline that lets you deploy Machine Learning algorithm without writing any code it sounds like you could augment or obivate excel you know what . Im going to let stoker flush this out for you. We are agnostic of any of the persistence levels, big data, little data, data on the cloud or ground. We doesnt care where its coming from. It could come from sources like new relics or spunk or tablo and we also dont care about the consumption layer at the top of the stack. It could be any consumption layer. It could be visualization and we make it easy to go from any data to any outcome anywhere on earth. Thats incredible it works with everyone it synthesizes it. Its less than six months since the interview where i praised it and the stock is nearly doubled running from 68 to 135 i mean, he comes on, i didnt really understand it to be honest what they did until he came on the show it was confusing to me because im not a data programmer but made sense how does something almost double during a pretty big period for the averages lets not over think it. The stock is unstoppable because earnings are fantastic in may they delivered a blowout, the Company Posted a huge top and bottom line beat and earned four cents a share when they were forecasting at best an eightcent loss. This Company Makes money their sales created 51 and the customer count is up 35 for the year and three weeks ago they did it again the companys Revenue Growth accelerated, actually accelerated to 59 the customer count increased gross profit up and whether adding or losing business from old customers came at 133 meaning they are winning lots of additional business. That quarter propelled from 119 to 131 in a single day and as you can notice, it has not looked back. I waited, i was going to do the piece here i thought the stock would sell off but instead it spiked up and hasnt looked ack. Wall street loves the growth and alteryx has still got it weve seen investors pay sums for recent ipos but most of the companies are losing money often massive amounts of money, uber they can deliver terrific growth and positive earnings, what else the stock got a big boost thanks to the recent analytics acquisition especially sales force purchase of tableau, big, wellrun companies believe Similar Companies are worth paying up for. It could be a takeover target. I was going to say totally reasonable but lets say reasonable because it is an expensive stock. The other thing is that for most of this year, Enterprise Software is the only game in town month of month these Cloudbased Software stocks were unstoppable but however, many of the cloud stocks have fallen off a cliff but they keep chugging higher. Its about the power of the sec c secular growth story they are waking up and deciding they should do something with it Enterprises Use more and more technology, they produce ever increasing amounts of digital information. As the cfo said, with so many Cloud Software options available, the average firm is using about 60 different applications so any analytic model will make it can you justify trading at roughly 17 times not earnings but sales. That the incredibly expensive although it seems more reasonable compared to the valuation of this crop of ipos i liked this up but if you bought alteryx, i got to tell you, i dont mind if you take some off the table let me give you the bottom line for this jugjuggernaut, maybe t best of the year they remain a great story. I have a hard time telling you to put new money towards the levels but put it on the shopping list. It will pull back the next time everyone freaks out about the yield curve or trade war and pounce at a more reasonable price. I thought that it was only worth owning index funds i was wrong. Mad money is back after the break. It is time, it is time for the lightning round. Buy, buy, sell, sell, buy, buy, sell then the lightenining round is over are you ready . Time for the lightening round. Jim in illinois, jim caller thanks for taking my call, jim. Of course. Caller Ticker Symbol gbs when they announced earnings on august 1st, they were on top and bottom line and raised full year expectations and the stock is down 35 . People are gutting for them they actually think they cant cover the dividend i have to tell you, i am very concerned. I think the stock used to be a great stock and does a lot of stuff that is private label but not working and therefore i say be careful i need to go to mike in new jersey, mike, mike, mike caller bar oobooyah, jim, r you doing . Well, how about you caller i have two questions. Ezix. That is so speculative. Its very speculative. The company, you know, look, there is this is one of you ask me what worried me about the market, not just tariffs the companies that keep hitting highs i know arent making money and need to raise money or if they dont need to raise money, they dont have a chance of making money any time in the future lets go to florida. Caller hey, booyah jim. Booyah. Caller thanks for taking my call ive been a longtime follower since cud lkudlow and cramer. They said im friendly with larry. Holy cow guilty go ahead caller jim, im looking at stocks called select medical holdings. Thats rehab. I kind of like that company. I think that that rehab business is an under valued situation i like it very much. Lets go to tom in florida, tom . Caller jimmy buy, how are you doing . Pretty good, thank you, how about you, tom caller good. What do you think about medp the stock went up 30 in a month. This is a profitable company. I dont want to take proof mifis because i dont understand the big bump up. I need to do homework. I need to go to stan in california, stan caller booyah, jim. Booyah caller greatly appreciate your expertise ive noted that okta has softened before today and management has sold some of the holdings. Its true. Caller buy, hold or sale this is one of the greatest companies of all time. We went into the building because my daughter was so impressed with octa i actually thought she wanted to work there for heavens sake but shes now teaching in spain so dont worry about it its too hot let it come down a little. Octa is what can i say, part of the idk etf im putting together which stands for i dont know. Lets go to pete in texas, please, pete caller hey, jim. Im from austin, texas thank you for taking my call. That was a terrible quarter terrible quarter they still have a lot of money i think they will be fine but they eclipsed in my mind as has afria which is erwin simons company. Wow, it was blow away bad. I like wow i read it in the middle of the night. It was scary and that, ladies and gentlemen, is the conclusion of the lightning round announcer the lightning round is sponsored by td ameritra ameritrade good at this . Had a coach in high school. Really helped me up my game. I had a coach. Math. Ooh. So, why dont traders have coaches . Who says they dont . Coach mcadoo you know, at td ameritrade, we offer free access to coaches and a full education curriculum just to help you improve your skills. Boom mad skills. Education to take your trading to the next level. Only with td ameritrade. As i said earlier in the show, were inundated with various data its easy to lose confidence emotional investing is taking over and uncertainty is at the helm and more important to make sure you crafted a diversified portfolio that makes you less seasick. You know what . We havent done this in awhile thats why we play where you call me and tell me your Top Five Holdings maybe you need to mix it up a little let start with damion cats. He says booyah jimcramer bank of america, Bristol Myers, uber and Waste Management. Okay Bristol Myers we like that merger with cell gene. Disney, whistle blower, please come on entertainment company. Bank of america, Waste Management had jim on last week. We know what that is thats just Waste Management and uber, man, high risk there but car we have a ride what do you call it . A cab company . Trash, entertainment like that. Bank and drug that is parfait which is french for per if he can. Okay lets go to paul in texas, paul . Caller booyah jim. Booyah paul. Caller yeah, with all the tour ma turmoil in the market, im trying to diversify and pick up dividend. Sounds logical. Caller my stocks are f ford, fun cedar fair, gsk, kss tolls, t, at t, jim, am i diversified first i want to say how smart are our viewers . This man put together a portfolio that probably yields five and change at a time youre getting nothing. Two im going to point out people think are dicey yields, which is ford and att. Att doesnt have that great of a Balance Sheet. Ford has not done well enough to pay that dividend but fort is auto, cedar fair we covered yesterday. Glaxo, i like what they are doing. Terrific job we like that, a the,tt and kohl. Michelle goss did a much better job, in my book, i read through the call three times that was not worth being down that much Department Store i, auto, and teleco and just what can i say lets go to bob in indiana, bob . Caller hi, jim cramer. Hey, bob. Go ahead caller oh, you want my list . Yeah, sure. Caller amd, at t, target, mpw, loco. Another interesting portfolio. A it will l yiellittle yield, a. Safe target reports tomorrow and of course, obviously a discount chain. Amd is lisa sue doing a great job and randall stevens, another five plus yield. Telco, chip, retail, and restaurant, i think that fits the bill po pollo loco is speculative by the way. Lets go to brian in michigan. Caller hey, jim, thanks for taking my call. Of course. Caller longtime viewer and i think this is our sixth time talking. Man, long time sixth time. Caller hey, i was wondering what you think about my top five. Okay. Caller okay. So i have amazon, mastercard, i got boeing and i picked up at t and apple. How do you like the way everyone decided to like att david favor and i talked about that all the time. Im worried ability the Balance Sheet because they paid timew n timewarner i wished they paid down debt for aggressively we have telco, tech, fin tech and Amazon Retail weve got aerospace problematic but aerospace, retail, credit card, processer. Tech and telco thats perfect that works some of these are well drafted and notice we didnt have to do any surgery. Stick with cramer. soft music when i see obstacles, i create opportunities. When i see adversity, i find a way. When i hear never, i say now. [announcer] Southern New Hampshire university is education made to fit your goals with over 200 degree programs, flexible class schedules, and some of the lowest online tuition rates in the nation. cheering so when i face barriers, i can break through. [announcer] breakthrough at snhu. Edu. Tariff talk dominated every single retail call and that is other than the fact the president terrified us at the end of the day with his comments, the reason why the market turned down i think the economy is strong but i see what people are worried about and im not going to ignore it, everyone as i believe in what the president wants to do, which is there is always a bull market somewhere. I promise to help you find it. Im jim cramer, ill see you 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. My name is stephan aarstol. Im 39 years old, and i live in san diego, california. Ive always been what you might call aa geek, you know, i got good grades, i was on math team. Ive kind of always played things by the book. Coming out of graduate school with an m. B. A. , uh, youre sort of groomed to go in aa certain direction towards really corporate jobs, Management Consulting type jobs,