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Underneath we saw a radical devaluation of all sorts of stocks we were forced to reconsider how much well pay for a certain amount of stocks now and certain amount of growth now and how much we will pay in the future or do we sell . Most dramatic example. This morning an activist group Elliott Management took a 3. 2 billion stake in at t, gigantic, and sent a letter to the board of directors stock trading at just under 37 they think they can get it to 60 plus by the end of 2021 if the changes are made that will be huge. At t has been a real lager at t blames ill advised decisions by management, like overpaying for directv what would the failed acquisition of tmobile which ended up jump starting their competitor with a gigantic breakup. With some changes elliott argues at t can be worth a great deal more than its selling for they want the company to distract itself from side businesses cut the fat. Emphasize changes. Stop doing willynilly acquisitions at every turn put it altogether and they believe the stock can get a much higher price notice i didnt say elliott is calling for the head of Randall Stevenson, the ceo they didnt ask forbort seat bos they confiscated a warship from argentina. They were owed it. In reality though, you know what, i think this reputation is entirely over blown. Elliott is quite constructive if you are willing to work with them theyre really showing a lot of confidence in at t they presented a totally reasonable roadmap for attracting more institutional investors. Stock has a surprising few number of them and, therefore, sending the stock higher it shouldnt be that hard given that at t sports a bountiful 5. 5 yield theyre paying it away for the changes. Why isnt the stock higher elliott blames poor management they found the leadership wanting. They changed the strategy. Stock could catch fire they didnt say if they changed the leadership, just that the leadership changed its strategy. Again, i thought it was very gentlemanly even though i know many home gamers own at t. Hedge funds have shunned this stock. If Randall Stevenson embraces this, then the stock could be worth buying even after todays run. At t stocks still lagging well behind the rest of the market and if they can get their house in order i think you could end up looking very cheap in this environment. Yes, i say its a buy. Emphasis on it though is this environment phrase i gave you. Were seeing a wholesale revision of whats safe and cheap versus whats problematic and expensive here something thats royaling the entire market underneath while its been going on for a week, its impossible to deny that were seeing an avalanche of selling as Money Managers swap cheaper and slower and steadier names like at t today we saw a breakdown of growth names they went into laggards, its a little comforting given the selloff. Look at shopify. Business is so good, earlier this morning bayer raised their sales estimates. Shopify has phenomenal numbers this 358 stock down from 406 a few weeks ago, its expected to earn roughly 70 cents for a share for 2019 even though it has explosive growth, shopify is absurdly expensive on an earnings basis the markets no longer willing to pay up which is why the stock punched another 5. 7 today at least it has earnings it could be worst. They reported a fantastic number even raised the earnings forecast unfortunately the company is losing money they dont want to see losses and they have new found competition. It wants cheap stocks and ones that are turning a bountiful profit it has 12 today on top of fridayshideous declines people are losing money. Later tonight well hear from two other stocks that are selling off because of this exact rotation altericks and zoom video its not the fault of the companies, its the fall of the stock market, okay the market doesnt know what to do with these stocks so whats now in style in wall street fashion show Money Managers want stocks like citigroup thats trading at nine times earnings they want Goldman Sachs with a smaller yield at nine times earnings they prized jpmorgan its not just the banks. The stocks of the real down and outers, the Oil Companies rally, too. Everything from slumbers oil service giant to apache. Its widely disliked or at least it was both stocks paid bountiful dividends in excess of 4 . We own bp from my childhood friend it yields 6. 6 and it actually has growth i dont know if i want you in. The house of pain. So lets try this rotation of two things people seem to believe they can see progress in trade negotiations with china. Personally, im skeptical. More on that later hope springs eternal on top of that theres a belief that the Federal Reserve has no choice but to cut Interest Rates after fridays not so hot unemployment number. Once rates are cut the bulls wish that the economy will get stronger which is why the longterm bond yield surged today. Also it might explain that rally in oil although that could just as easily be because the saudis might cut back and when Money Managers see a rally in oil they assume the economy is improving and they buy the retailers, down and out retailers, not just watch retailers. It somehow brings in more shoppers since im no more running a hedge fund i like to be contrarian you dont need to chase the rotations because you dont have rich investors breathing down your neck pushing you constantly for outperformance on a daily basis. You can afford to buy what the Money Managers are selling although i wouldnt sell what theyre buying because those stocks are way too cheap to ignore were still not yet at a level that could necessarily sustain a real bottom of the turbo charged Growth Stocks. Some people are beginning to realize the selloff started. Remember, if longterm treasury yields keep climbing resumption will be that the economy is doing better they abandon the secular high power Growth Stocks for the cyclicals, the oils, banks, old tech stocks like what they bought today i think its wrong the truth is high growth never really goes out of style for long it just has periodic hiccups that shake out the weak handed shareholders thats whats happening. If you havent already found a terrific cloud stock you want to buy into weakness slowly please, maybe you want to think of cramer faves sales force or opta or listen to one of the two companies i have on tonight that are high growth and think you get comfortable with one of those. Bottom line, you want to know why your Growth Stocks are getting annihilated, right theres a Market Growth out of these companies. By the way, that is why we play and diversify them on days like today you wont have all of your eggs in one high flying and now yolk filled basket lets go to rich in california rich. Big thank you, jim cramer really appreciate everything you do my question is about ulterior groups, stock ticker mo. I purchased it three weeks ago i was hoping for a good purchase 57, nice dividend yield with todays news with the fda issuing a warning letter to jul im concerned about their marketing practices. Should i be concerned for chopping stock prices ahead. I think you kind of lay low the juul stuff is pretty devastating. Theyre always anxious to say what they do is help people get off of smoking the fda seems to be a little bit more concerned about people getting on smoking and that is something that the juul people will deny. Juul does not run the fda. Lets go to chuck in washington please chuck. Chuck . Hello. Hey, chuck. How are you . Im great how are you doing today . Im doing good. Thank you. Whats going on . Good. Hey, i appreciate your enthusiasm, your candid advice and especially your witt presently my wife and i are retired. Were drawing retirement and our stocks are managed by another Financial Group but this is the first time we want to try managing our own little portfolio. Okay. And theres something ive been watching and ive got a gut feeling about it we both like it. Smg. Scott miracle grow scott miracle grow is an excellent company. I wish it were down a little more from its high but it was a they had a good selling season and i think that you can tell that but lets put it this way, if youre going to start a portfolio, i dont necessarily think you should start with a stock thats that expensive that doesnt have the dividend protection you might want youre retired you dont want to start going for what some people feel is a gunner stock good company, rich, thank you for the kind words. Lets go to fred in new mexico fred hey, jim. Ive been a holder of corning for many months and ive been riding this slow roller coaster wondering when the fact that they make the glass for tens of millions of mobile phones in the world, when are we going to see some growth happen in that stock or what is the problem with that stock when we know we have to migrate to 5g in the up coming years . I know. It never seems to be able to break out. Its almost as if all the holders who bought it in 1999 are still stuck in it. I think its a slow and steady wins the race stock. I dont think its a dangerous stock but i dont think its breaking out here. Lets take one more. Lets go to ben in california, please ben. Jim, whats going on, brother . Not much. How about you . Im good. Im good question is on slack they had their first earnings since their direct listing last wednesday. Initially after earnings the stock dropped about 15 after hours. Then thursday it bounced back to 30 and then friday it dropped and today were down another 10 . I got in shortly after the direct listing but what do i do here do i cut losses . I have to tell you, this stock this stock is in all the wrong hands. It just is not doing nearly as badly as people think. I totally respect microsoft but i do think that slack has got Great Technology and i think a lot of people like their software i use it but all i will tell you is is that this stock, like many of these high Growth Stocks that do not have earnings is for sale and i dont know when theyre going to stop. Boy, it will be very clear theyll at least bounce and i would not sell work, so to speak, thats what the symbol is, if i owned it. Beware, the sellers are just gunning for these stocks and moving into the lower multiple price range and thats a rotation that is severe enough for me to tell you to be careful. All right. I like the company im not changing my mind on it i like the company the stock itself is in the wrong hands. Weve been seeing a wholesale revision of safe and cheap. Thats why your high Growth Stocks like slack arent working. Dont take the rotation personally please. On mad money tonight, zoom video crushed earnings but the stock has been getting crushed im going to get to the bottom and as dollar tree braces for new price, does the stock remain a bargain or did you miss the discount i sat down with the ceo in one of the remodeled stores. Since the stock is selling for 100 this year alone and it may not be on your radar although because its up for 100 its for sale ill reveal the name and see that that decline will continue. Stay with cramer. 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. Through the at t network, edgetoedge intelligence gives you the power to see every corner of your growing business. From finding out whats selling best. To managing your fleet. To collaborating remotely with your teams. Giving you a nice big edge over your competition. Thats the power of edgetoedge intelligence. The light beer youve been waiting for has arrived. Lower carbs. Lower calories. Higher expectations. Corona premier. This market has started really just slaying its darlings its trying to get some of the fastest garden cloud names that investors couldnt get enough of this year. Take one of my favorites, zoom Video Communications it became public in april and quickly became one of the hottest stocks in the market surging from 136 in its ip 0. It got too hot, too hot for its own good by the end of august it had pulled back to the low 90s its been down 8 on friday and losing another 8 today to close at 78 bucks and change zoom reported a monster top and phenomenal full year guidance and thats what happens when a stock gets over heated even spectacular numbers wont prevent serious profit taking. Its still not cheap but zoom is a great growth story. Sooner or later its stock will be worth buying so lets take a closer look with eric yuan he is the founder and ceo of zoom Video Communications. To get a better sense of his company, welcome to mad money. Hey, first of all thank you so much. Im very excited to be on your show. Eric, so youve got two different clients im going to ask you about them one is hsbc. 290,000 host the other is my executive producer from my morning show, todd bonan who used zoom for his football fantasy draft how can something work for a football fantasy draft and work for the most far flung bank in the world . So we do the future of communications we do the new voice. Zoom can connect the people with any device anywhere any way they want thats why we have so many customers from all kinds of Industries Like high paying companies, uber, like hsbc, banking institutions, right. Any companies can level zoom to improve their collaboration. Now you started in cisco. Cisco has webex, webex is run by amy chang. Gave a very good talk to the team how do you compete against a company that you left that you know is a Great Company, cisco, given the fact that they are doing a huge amount of business on their own yes, cisco is Great Company i was there for 4 1 2 years. I learned a lot at cisco we really focus on customer side we listen to the customer carefully. We wanted to be the First Company to really understand the customers pinpoint. We also want to be the First Company to come up with a solution we want to be along for trust. We dont have other competitors. If you truly care about customers, we feel trust with customers, i think well be okay. Lets say i am a verizon customer, which i am, and verizon has chosen zoom to be a partner. Do i go to zoom . Do i go to verizon i want to use you for my football fantasy league. Verizon is a wonderful partner of ours. You can go to zoom and also verizon already had a huge installment base they can resell zoom to their installer base either way is okay you will get zoom service. 96 year over year growth these numbers, people are going to be saying, well, the stock is getting hit. Its not because youre slowing down, its because of the way the stock market works, right . Theres not some sudden slowdown people asked me, zoom, something must have gone wrong at zoom thats not the way it works, correct . I think its so i know how to build a product. I know how to manage a business. I have no idea about stock price. In a lot of ways i think as we have happy customers, i think the stock price will follow. Again, we look at longterm shareholder value. Im glad you mentioned that word because theres a particular word you mentioned i usually dont think of when it comes to telecommunications. You used the word happiness. Throughout your documents and your comp score you talk about happiness. I usually talk about money what does happiness have to do with money so the purpose of life is about happiness, right how do you make sure your happiness is sustainable we say to make others happy. Your happiness will be sustainable. We built a business to deliver happiness to customers all of us at zoom, we feel very happy if we keep doing that. How do you make Morgan Stanley happy . First of all, Morgan Stanley is our customer already and we build much Better Service. We help Morgan Stanley improve employee vision. The Company Portrait is Getting Better thats whythey become happier customer after a while Morgan Stanley will see the huge value after they be part of zoom this is a way for us to deliver happiness to our customers like Morgan Stanley. Sir, what is the best way to measure if youre a Retail Investor do we look at your rapid Revenue Growth because your actual contract strategy makes it a little bit harder for me to analyze it by deferred revenue or billings whats my metric here . I think you look at our camp based on idc by 2022 its a 43 billion market look at our revenue today. As long as we keep working harder and make sure customers are happy, i think longterm value i think should be okay. Why do people are leaving face time, theyre leaving a lot of different little guys i mean, i always thought ciscos pure enterprise, but i am hearing more and more younger people, people 20s, 30s, 40s, theyre setting up zoom Conference Calls among their friends. Its that easy to use . Zoom, you are right on. Millennials, they always wanted to use the best and brightest service. Look at all the millennials. They all probably want to use zoom because zoom offers a much Better Service its very easy to use. I have to tell you, you run a remarkable company i know cisco doesnt want to lose share to you since you were at cisco, but i want to congratulate you for everything youve done. Its a remarkable story. Jim, thank you so much. I really appreciate it. Terrific. Thats eric yuan eric, he is not theres nothing happening at the company thats why its going down youve got to believe me you heard eric and his story is so good. But you have to understand stocks go down, too, they dont just go up, even if nothings happening at the company and the company is zoom Video Communications mad moneys back after the break. At verizon, were building the most powerful 5g experience for america. Thats why the nfl chose verizon. Because they need the massive capacity of 5g with ultra wideband, so more screaming, streaming, posting fans. Can experience 5g all at once. This is happening in 13 stadiums all across the country. Now if verizon 5g can do this for the nfl. Imagine what it can do for you. [spokesman] if youve tried colleg group cheering shed, snhu lets you transfer up to 90 credits toward you bachelors degree. [woman] it doesnt matter how old you are, you can do it, you can finish. [spokesman] finish your degree at snhu. Edu i keep telling you there are two kinds of retailers working this environment theres the big dogs that have the strength to storm their suppliers and crush their competitors because theyve got scale and then theres the offpriced plays that offer incredible values that you cant really find anywhere else. Consider the spectacular recent move in dollar tree. The Dollar Store Chain thats now turning itself around by sprucing up the lackluster locations they acquired from Family Dollar. Last year gary philbin told us this turn was coming you have phenomenal gains. Stocks tacked on 20 bucks in the last month or so could it have more room to run earlier today we got a chance to check out this dollar tree turn around in person we joined gary philbin in one of his renovated Family Dollar locations in asbury park, new jersey, which happens to be near my place take a look. Gary, we are in to me a new store. I have told you often i didnt like the old store how did you do it . This place is gorgeous versus the previous model thank you, jim. Welcome to the asbury park Family Dollar. What you see here is really the culmination of everything weve been talking about in h2 so exciting wow items, more of what our customers want on frozen food. The injection of over 20 dollar wow sections were very excited, thank you. A lot of the analysts say when is the turn going to happen you have 7,000 of this, 7,000 dollar tree. Stop me because when you were at 85 you were saying the turn is happening, jim it is obviously happening. Where are we in terms of the progression . This is an important quarter for us keep in mind when i saw you back in november weve got from a one four comp in Family Dollar to one nine to two four weve accomplished 1,000 h2 renovations. We are so excited, were planning on 150 before september finishes that will give us over 1,000 we need to do more h 2s. The whole fleet of stores did better in the last quarter we sold more of what we are creating in our impact sections across our stores. It was a good quarter for all those reasons. What is the secret sauce behind an h2 and describe what an h2 is. I would invite everybody in h2 for us starts at the impulse at the start of the store. Youre going to see incredible 1, 2, 3 items expanded party youll see a wow discretionary on our clothing set. Youll be surprised at the number of dollar product through the store and youre going to see impulse items throughout the store. Youre coming into the store and you dont have a list, were going to have something to put in your basket. This store has a combination of things that i would be paying less for that are store brand, National Brand items, are you really making money with tariffs and all of this stuff on some of these dollar items the dollar items are a big injection from dollar tree with a high operating income there, yes, i can tell you we do make a nice profit on the dollar items but because we work very hard not just all the year but now especially with tariffs, were still working on those same types of items. The analysts are suspicious how you can possibly mitigate when the tariffs pump up, tariff one, tariff two. Who knows . A tweet is tariff five is it not a precarious time to be the ceo of dollar tree . Lets not suggest tariff five i give great credit to the merchant team. Weve enlisted our vendors how do we get price and costs down and pack it so we land it better the last thing we want to do is take value so our merchants go to asia and not just china and were moving product out of china to the right places and i think over time what our folks have done is just we make it look easy but it is a lot of discipline with what weve done over the years with this working knowledge. Youve been tough cancel orders, modify specification, evolve product list, diversify vendors. You obviously play hard ball to get low prices. Well, we play hard ball but i would say weve always been fair weve worked very hard with our vendors. We serve a unique customer our vendors are a part of that i think were very proud with relationships weve had long term with our vendors but they get it too business is at a certain moment at time can be risk if we couldndont provide value to customers. Tell me how you work. Ive been pretty vocal i have a fabulous dollar tree. I got 16 worth of stuff i could not believe. Seemed like around 40. I say when is the Family Dollar going to become a dollar tree. Thats not what youre doing youre building new Family Dollars. Isnt it easier to make them all dollar its not easier we bought Family Dollar with a specific intent. Two brands five blocks from here we have a wonderful dollar tree. Both brands are doing well the Family Dollar now is doing great with this h2 we serve more customers. We bring more people to a dollar tree Family Dollar combination thats the power. Okay. So im in a snack zone here, right . Now is that a great area where are the best where are the real areas that youre killing it it depends on the customer. Customers come in often for the basics i think what surprises them, jim, is everything we sell in aisle one, the surprising Party Section now. Halloween is out we shared some of the christmas wow product thats going to come into most stores in another month. Thats the stuff that our customers really dont expect when they come into a Family Dollar thats the part we see them buying more of. I have not seen some of these brands like clorox i never thought clorox would want to be in a Family Dollar . Theyre a wonderful vendor for us we have great share with them. Thats a pretty good example of a basic item that cuts across demographics Family Dollar customer, thats a great brand within our four walls. Now when they see side by side or right here in snacks, i mean, who cares . Do i really want to pay three bucks for lays salty snacks or salty snacks your compare is starting to win, right . We have compare and save. Smart ways to save when you think about what our private brands accomplish for our customer on a tight budget and you can save from 20 to 40 same size, great tasting product. We have onesies, baby lineup looking for infant toddler wear. Thats where we can make a difference for our customer. You walked and talked about how people dont realize not everyone in the country makes a lot of money you have your, i think, the pulse on the 40,000 consumer better than anyone in the world. How is she doing you know, i think our customer with unemployment has had a better opportunity to have a steady job i find our customers are often one paycheck away from not doing so well. Right thank you for recognizing that. I think what we offer them is just a way of saving money, which is so important to them. And our customers are so savvy they know the retails of our stores and anywhere else in the neighborhood that they happen to shop. Its not just them, right the millennials price check. They have a phone and if you have a phone you can get the Family Dollar smart app and it will tell you the best deals right on your phone. We accomplish both. One last thing. From the consumer perspective, all right . I love your balloons, okay we get it. It is not your fault that you dont have all the balloons i want, right . I apologize to all of our customers. Obviously they love our Party Sections, the balloons really drive it were going to be tied up with a shortage here probably over the next 9 to 12 months. We think we see a horizon. People think that helium grows on skies its not true. It comes out of the ground and so its what we have is what weve got to deal with, but the birthday parties, you can still celebrate at a dollar tree or Family Dollar if you come in plenty of other items to buy if we happen to be out of helium. You represent a great hope for the people who want to do better, maybe not have a chance but will youve made it so that its affordable to be an american i want to thank you, gary philbin. Terrific, sir. Appreciate it. Dollar tree president and ceo. We are at a beautiful Family Dollar that frankly ive avoided for years but wont anymore. Come on back. It was sophies big day. By the way, shes the next mozart. As usual we were behind schedule. But sophies enthusiasm cannot be dampened. Not even by a runaway donut. We powered through it in our toyota prius. Because a stars got to shine, no matter what. Its unbelievable what you can do in the prius. Toyota lets go places. At last, finally that meaningful buying opportunity ive been talking about in the hottest of the hot cloud stocks. The whole group started rolling over last week some of the smaller players reported imperfect quarters. Theyve really been getting annihilated. Look at ayx. The rapidly growing analytics data play. Ive been telling you to wait for this one to give you a pull back because i thought it was too expensive even though its got a terrific concept their technology sits in the middle of the businesss data ecosystem like a very efficient input between pipe lines and ecosystems on thursday alteryx was at 147 now its 120. It plummeted another 15 today why . Simply because of the cloud space coupled with the rotation and cheaper, safer stocks that i talked about at the top of the show nothings changed with the underlying story fundamentals are fantastic last quarter was incredible. I think alteryx is exactly the kind of stock buying slowly into weakness, emphasis on slowly lets dig deeply with dean stoker the chairman and ceo of alteryx. Welcome back to mad money. Hey, jim. Welcome and welcome to Silicon Orchard here in Orange County, california. There it is i always liked Orange County more than i liked up north dean, i downloaded your book, okay because its terrific. I download all the stuff that you do but now ive got something that keeps selling im going to show my age i keep being told this is the age of the bad ass analyst how do i get to be a bad ass analyst . Well, youve done the first part, jim. Youve downloaded the software you click and run it youll get the thrill of solving all of this over again. We typically start our journeys with our customers by simply getting the 14day trial and prosecuting analytics in a variety of ways so that you, too, can get the thrill of problem solving again. What it seems like, as you say, code free people get to learn things and people who are code friendly really get to learn things how could something be both . Well, thats a great point. First of all, alteryx is a platform, not a point solution we purpose built the platform to address the two primary audiences that are affecting Digital Transformation today we made alteryx drag and drop, click and run code free for the citizen data scientists for People Living in v lookups and spreadsheets and we made it code friendly for the 2 million ph. D. Trained statisticians. We see a convergence everywhere we go and in all verticals around the world. I have to tell you, i know a younger person who is at a company and everyone is using excel. He found out about your company. He is running rings around everybody else are there still people who cling or remain disenfranchised by excel . Well, of course i think people are have been historically locked out of bi and analytic processes from yesteryear theyre the system of record deep in i. T. In order to get work done analysts took their work back and they decided to try to do the Big Data Analytic Solutions inside of a spreadsheet that was built 30 years ago, still going to be the last mile in analytics. People are trying to figure out how to put a trillion rows in a million row spreadsheet. We know thats untenable we typically find the analyst who just doesnt like their job anymore because theyre not productive citizens for the enterprise they start that journey like you did. You can become a bad ass analyst in no time using alteryx. If i am fortunate to work for the Dallas Cowboys would i become a bad ass analytics doing sentiment analytics . Sure. Most sports teams, not just the Dallas Cowboys, but the Green Bay Packers use alteryx to do all kinds of things, things inside the stadium, on the field itself theres a ton of data being assembled and within a stadium from videos of lines at the food counter, the wait times at the beer stand, tweets about players in section 4 during a particular play and, you know, the nfl teams are beginning to leverage analytics to drive a better experience not only for the players on the field but a better experience for the patrons in the stands. Im getting a lot of word that people are theres i just watched it, actually an old friend talk about how stadiums are being wired for gambling i have to tell you im not allowed to gamble, but if i were a gambler i would love to know what your company could do for me well, we actually work with many of the casinos in all parts of the world in fact remote indian reservations, some of the vegas clubs that exist today. Imagine all the data thats being collected from slot machines and the cards that are given for loyalty business and where they meander throughout the casino and so because alteryx has the ability to understand spatial analytics, Predictive Modeling its a pretty good chance well know what youre going to do next and thats priceless to c suite in organizations around globe. And also for c suite for those who have tariff problems, youre talking about being able to automate some of that data so that maybe they can keep prices down well, automation is key to every business whos embarked on this Digital Transformation journey. I just got back from hong kong yeah, there more than any other place were seeing supply chain try to understand how to reduce shipping costs, how to improve time to delivery, how to improve just in time manufacturing and take risk out of the system. We have no exposure to china but were helping everyone who does have exposure to china figure out how to design analytic pipe lines and automate processes that drive value for organizations. One last question, dean obviously you dont control your stock. Stock has been was a rocket, is coming back down. Advice to people who own the stock. Well, listen, its one day in our journey we are not changing anything our go to market model is more powerful than the platform itself we have in play a massive opportunity. Theres a 24 billion Addressable Market just in the line of business and our belief is that the winner take all in that space and we intend it to be us. Well be the natural beneficiary of the share shift of Legacy Technology that sits in i. T. Today. So were very bullish on the future were excited about our lot in life we took a long journey to get to this point and were going to continue down this path to success. Thats dean stoker, chairman and ceo of alteryx thank you so much, sir. Thanks, jim. Stocks get hot, rotation stocks get cool, Companies Stay the same this is a good one dean stoker, chairman and ceo of alteryx. Mad money will be right back i can. The two words whispered at the start of every race. Every new job. And attempt to parallel park. electrical current buzzing each new draft of every novel. typing clicks the finishing touch on every masterpiece. newborn cries it is humanitys official twoword war cry. Words that move us all forward. The same two words that Capital Group believes have the power to improve lives. And that, for over 85 years, have inspired us to help people achieve their financial goals. Talk to your advisor or consultant for investment risks and information. Talk to your advisor or consultant stand up if you are first generat crowd cheering ent. Stand up if youre a mother. If you are actively deployed, a veteran, or youre in a military family, please stand. The world in which we live equally distributes talent, but it doesnt equally distribute opportunity, and paths are not always the same. Im so proud of you dad. [man] i will tell you this, Southern New Hampshire university can change the whole trajectory of your life. uplifting music thand find inspiration who win new places. Ct. Leading them to discover were woven together by the moments we share. Everything you need, all in one place. Expedia. It is time its time for the lightning round. Then the lightning is round. Are you ready skeedaddy time for the lightning round start with betsy in california betsy. Hey, jim. First, thanks for all you do in teaching me how to study ah. And, secondly, jim, im calling you today about a one of a kinder stock i know you like duopolies . Whats better than a duopoly mine is one of a kind. Mine is vail resort. It picked up 17 properties, midwest, east coast, new york, new hampshire, missouri, nebraska so no matter where the snow is, theyre going to get it. Theyre really smart, betsy youre absolutely right. Its been down a lot lately. I think its a 3 yield. Buy some now, get it when its at 3. 5 . John in pennsylvania. John. Thanks for taking my call, jim. Absolutely, john. Theres no fda approval. I think its very good on that issue i agree with you it needs to be solved. Think are in the forefront but its speculative just so you know that. Lets go to larry in illinois. Larry. Jim, love your show. Thank you. Thank you for all your hard work. Thank you listen, tomav its taken a hit in the last few days should i get back in i dont know that i dont know that one. Ill have to get back. Being shellacked got to find out why. Richard in virginia richard. Hey, mr. Cramer great big booyah from richmond, virginia in mid july i bought shares in Comstock Resources symbol crk. Whats your opinion . Jerry jones just talked about it he liked it. I dont like the group so im going to have to say. Dont buy, dont buy, dont buy. I like jerry zone zeke, hes back. Give him the ball a little more please john in georgia. John booyah from atlanta, jimmy. Oh, whats up ive got to ask you about Waste Management more room to run or day one of a selloff. Day one of a selloff is a day i dont like to buy. I want to come in a little more. I dont like to be the pioneer of a decline give it two or three more days to come down more and then buy, buy, buy. Why do we care . I dont want you to have a bad basis. The company is doing very well robert in oregon robert hi, jim i bought b g food, bgs for 22. 50. Since then it has dropped 25 . Do you think the stock price will recover it did have a bad quarter i used to like those guys. I cant say i do anymore i dont know what the heck happened to them they became the poster child for almost everything thats not right in the food business so im going to have to say take a pass and that, ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by t. D. Ameritrade take control of your financial future with the new madmoney. Cnbc. Com. Cramers exclusive ceo interviews, full episodes, analysis, even your own sound board. Plus special access to mad money 101 with rules and techniques to break down the market for all investors. The red flag that makes me drop a stock immediately is its everything you need right when you need it the new madmoney. Cnbc. Com. Looked at chart patterns. Ive even built my own historic trading model. And youre still not sure if you want to make the trade . Exactly. Sounds like a case of analysis paralysis. Is there a cure . Td ameritrades trade desk. They can help gut check your strategies and answer all your toughest questions. Sounds perfect. See, your stress level was here and i got you down to here, ive done my job. Call for a strategy gut check with td ameritrade. 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. Were finally seeing lots of stories about the slowdown in china thanks to the president s tariffs. For years most of the media bought into the idea that the chinese economy wasnt vulnerable now theyre starting to question it, arent they. Theres just one teensy weens si problem. The consumer economy, not the export driven one, might be in better shape than what you see while you cant rely on the official numbers from the Chinese Government you can rely on the numbers reported by American Companies and so far theyre surprisingly strong no slowdown detected aside from the obvious exceptions caterpillar is hurt by weak chinese orders thats part of their fought. Cat bought a mining company. Back then china was committed so the machines were in high demand now their air quality is so bad theyre cutting back and its giving cat a hard time the other major industrials, boeing doesnt seem to have been hurt yet the 737 max issue is a serious problem, but given the shortage of new planes around the world, boeing will bounce back. Theres too much demand for new aircraft the big take away of this earnings season is that while chinese exports have gotten hit, Chinese Consumer sales are doing well, much better than expected. For the most part the companies are reporting spectacular sales. Nike reports in weeks. Mark barker called out the strong sales in the peoples republic este de lauder added great growth and canada goose and lululemon both reported amazing sales in the prc. They cited china as a dominant market lulu is rushing to meet the demand the call shocked me with the robust spending power. Apple gets a sizeable chunk. They still reported robust figures for all of their businesses despite fears of a boycott that simply hasnt happened yet hear about that again tomorrow when they unleash their new designs. Starbucks keeps Opening New Stores in china. They called it out as one of their best Growth Markets if not the best if you are hoping for an easy win in the trade war, i think that may be a lot less likely even though thats the current zeitgeist. For years theyve been trying to go towards a more consumption driven economy i still believe and maintain that the United States is in much better position than china when it comes to the trade war negotiations but the consumer economy remains in great shape dont look to china for disappointment, at least not yet. For the most part the companies are making a killing confounding the merchants of both doom and gloom. Stick with cramer. You should be mad at forced camaraderie. And you should be mad at tech that makes things worse. But youre not mad, because you have e trade, whos tech makes life easier by automatically adding technical patterns on charts and helping you understand what they mean. Dont get mad. Get e trades simplified technical analysis. Tonight in our all new american greed its a 3 billion case of gold fever is your favorite piece of jewelry the product of a crime only one way to find out dont miss it tonight at 10 only on cnbc. Like to say theres always a bull market somewhere and i promise ill find it just for you right here on mad money. I am jim cramer and i will see you tomorrow narrator in this episode of american greed. In a small, secluded community where polygamy is practiced as a spiritual right, two brothers, warren and lyle jeffs, claim they are bringing the word of god to devoted followers. These men were standing in a position as gods over us. Narrator but god, it appears, is just a cover. They were using their religion, they were wrapping themselves in their religion to commit crimes. Narrator for warren, the crimes are against children. This is about little girls being taken away from their parents, tied up, and raped. Narrator and for lyle, the crime is fraud

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