On a day like this where the dow advanced 30 points, s p dipped 0. 17 . Nasdaq declined 0. 63 . Weve entered the most intense part of Earnings Seasons and the market keeps rerendering snap judgments on the fly. Reare tasked with trying to make some sense of it if there is indeed any sense to be made. How crazy is it out there . Just look at the stock of boeing, which has been ages lost in the wilderness after a long period of outperformance. The stock rallied four points before the opening. Then management told you that pashtd of the internice had soft sales, and the stock plummeted 6 bucks from that premarket high. But then when boeing made it clear that demand for its narrow bodied plane san diego possibise charts, the stock snapped right back to where it us, closing back up 6 bucks. Look at the arc of that roller coaster ride in a single session, the Company Guides up on earnings and sales. Then its rejected, and then its accepted again all within two hours. We have to ask what really turned the tide here. What was the full crumb that all Stock Performance really stemmed from . One word demand. Demand. In the end, boeing explained that theres tremendous demand for its products overall, and that demand is longterm. The aerospace super cycle remains intact and like honeywell and United Technologies and Rockwell Collins all told us, the worlds economies are still begging for more aircraft provided that you have the right models to sate that demand. And in particular, the narrow bodies. Yes, right now demand is the secret sauce thats driving stocks higher. Is there demand for the product, and does it exceed supply . Sorting the winners from losers right now is out of class exercise in e con101. You may not know akamai, but its a content deliver system. Its a Network Delivery system. Both of them are used. Many Companies Used it to send streaming presentations over the innocent of sninternet. On the Conference Call, right off the top was the need for a Security Network to send information over. And boy does that ever resonate in a time with cyber terrorism is running rampant as i heard in my own interview last night when the whip smart u. S. Attorney for new york. Take a look. I think the government is a little bit behind on Understanding Technology and were doing the best we can to get ahead of it. And some of the hackers who are hurting all of you guys and causing a real existential threat to you guys and to the government and to our infrastructure are way ahead of the game. My takeaway. Its a heck of a lot better than relying on a secure network like akamai has got than brand x that might be more easily hacked. This stocks big move is reminiscent of the triumphant run in proof points stock last week after that Company Reported a surge in business because it keeps email security, or how about the gigantic 8. 52 move in the stock of north rrup grumman . Thats most in a years time. A knockout pair of earnings in sales that really dazzled the street. Right now the demand for defense equipment is off the charts. By the way, its not just from this country. Its from the rest of the word. Remember, were not the worlds policemen anymore. Northrup grumman is following the pattern established yesterday by lockheed martin. How about one a little harder to gauge . It looks like theres a stirring demand for money. Thats right, money, money lent by banks. We heard that yesterday from beth mooney, the ceo of keycorp. Then we heard it today from Huntington Bank shares, both big gainers. With the rate hike on the horizon, these regional banks remain a typical place to go. Dont sell them. Buy them. What about the flip side . Who doesnt have demand . Who do we need to worry about . I think theres some possible opportunities here, but lets begin with edwards life sciences, which developed a breakthrough heart valve replacement that lets doctors performance life saving surgery without breaking open your chest cavity. You know how it works if youre a close watcher of the show. We saw it with ulta salon. At a certain point the analysts figure out the game and raise their estimates where they couldnt be crushed any longer by the company. Does that mean that demand has slowed . For some aggressive money managers, the answer is absolutely yes. The combination of the 19 decline in edwards life sciences, thats a 17 hit, and the actual shortfall in the earnings from surgical spine Treatment Company knew vasive, with a stock that fell 10 , we like that, has sent investors fleeing from the whole medical device cohort, including abio med, which is a cardiovascular company which reports tomorrow, and dex com which reports next week. I believe this group has been overly punished. But until some Company Stands up and bucks the trentd, the device stocks, including zimmer biomed, striker and even the much beloved medtronics will remain in the dog house. I sense bargains coming, but you got to give these this is day one. You got to give them a couple days to settle down. The airlines, theres a tough call. The stocks have been rallying based on the belief that demand would improve next year, right up until swets gary kelly lowered the boom this morning. Holy cow. He says he sees passenger revenue miles headed down 4 mrs to 5 . I found myself thinking dont give up on the airline ship just yet, especially united 234e7 continental which is becoming a most improved airline. I think southwests issues are giving you a chance to buy United Continental on a dip. I reiterate the group should be bought. Its important to note that deltas stock didnt even go down after southwests warning. Remember, i told you these groups arent trading together like they used to. Heres another tough one. Is there enough demand for Athletic Apparel . Some of my Favorite Companies have seen their stocks get crushed during this period including both nike and under armour. The ceo of under armour came on my friend scott wapners Halftime Report today and talked about having to spend more money to keep up sales. I think the real issue is that youve got a battle for market share among three very crafty players, under armour, nike and adid adidas, and no one wins on the b Battle Ground except one kind of company, the arms dealer. My conclusion . Buy foot locker. Finally lets talk about the elephant in the room. Lets talk about apple. Now, later im going to tell you about the shoddy way i think analysts treated ceo tim cook last night, questioning apples growth strategies, actually asking it several different ways if the company even has one. I think the most important issue on the whole call, the one that seemed to elude most of these analysts is demand for the new iphone greatly exceeds supply. I take apple at face value and i think you should own it and not trade it. The antipathy ran deep, though, oddly among many analysts who were actually recommending the stock. I call them faux buys, faux. It might take another day to settle. I know if you listened to the Conference Call, the questions implied a boat load of reasons to dump the stock. Let me say for the record they have the same objections 20 points lower. What happened if you listened to them . You were on the wrong side of a fabulous investment. Tim cook came right here in low 90s and told you a pretty darn good story. He was right, and they were wrong. If you want to know what else is propelling stocks higher id be remiss not to mention the takeover talk is still a big driver. Apple talked about making a larger acquisition. When you think acquisition these days, you think about content. Then you think about at ts purchase sutd of time warner. So some people are speculating once again that netflix can be a takeover target. But i say if they were interested in netflix, why werent they interested at 25 billion or 30 billion or 45 billion . I dont think theyre going to pay 70 billion for this company. If youre buying netflix for a takeover, remember, we dont remember stocks on a takeover basis on mad money. Lets not obscure the bottom line. On a day like today, its more likely the demand for your stock is exceeding the supply of shares and thats why so many names were soaring. For many, the flip side is also true, which is why so many other companies are stuck in the shortterm the house of pain. Walt in florida, walt. Caller jim, General Motors price earnings ratio is less than four. Is it time to buy . Its a great question. I wrote a piece today for real money, which said exactly that, that i felt that at this point the cash flow is good enough. At this point the dividend at almost 5 is good enough. At this point the chinese sales are good enough. Owning g. M. At 31, i think is a correct call. Ike in new york. Ike. Caller hi, jim. Thanks for taking my call. Of course. Caller im calling about your view of petra tech. Thats the back story. Given that the election could bring heavy volatility if trump wins or hillary takes both houses of congress and with the rate increase coming in december, would it be wise to do nothing until these events transpire . I see the stock at a 52 week high. That means i have to do work. Im not able to render a judgment that i think is worth while for you. You are owed homework and thats what im going to give you. Supply and demand, its really that simple. When you find a company on the right side of the equation, i say hang on to it. On mad money tonight, Norfolk Southern reported a surprise jump in profit today. From the auto market to energy, whats the outlook for american industry . Ill tell you if its time to hitch a ride with the company or then when Aretha Franklin sang, respect, was she talking about apple based on how the analysts treated the company on last nights call. Ill explain. Plus one of the top brands in your toolbox put together a big earnings beat last week but the stock has had a tough year. Is it time to get your hands dirty with snap on . Stick 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. These goofy glasses. Yeah. Well, we gotta hand it to fedex. Theyve helped make our ecommerce so easy, and now were getting all kinds of new customers. I know. Can you believe were getting orders from canada, ireland. This ones going to new zealand. New zealand . Psst. Ah, false alarm. Hey you guys are gonna scare away the deer idiots. Providing Global Access for small business. Fedex. What are we supposed to make of the rail rool stocks . Heres an industry thats been troubled for quite some time as coal has been stuck in secular decline. Back in january and february, the rails had gotten beaten down so hard that there was nowhere left to go but up. The whole cohort has spent the rest of the year gaining ground. The Railroad Stocks have made a big comeback. Norfolk southern reported just this morning and while the stock market wasnt too pleased with these numbers, the fact is i think this was a pretty solid quarter. Norfolk southern reported a 10 cent earnings beat of a 1. 45 basis with in line revenues. Management said that next quarter the yet it didnt seem matter. Stock sold off anyway because investors are worried about the companys revenue shrinkage. Let check in with the ceo to find out more about the quarter. Mr. Squires, welcome back to mad money. Good to see you, sir. You too. I think people have to understand that there are very few industries where you could have chemicals down 10 , ag flat, metals and construction up 2, automotive down 4, paper down 6, coal down 18, and yet still beat earnings estimates. What goes on at Norfolk Southern that you can fully top with the analysts are looking for . Weve been working very hard on our costs this year as you know, focusing on cost efficiencies and cost productivity wherever possible. Thats led to our best ever ninemonth operating ratio this year. You have taken out costs again and again. I would tend to think that there is no fat to Norfolk Southern. Theres always opportunity through business process improvements and working our assets ever harder. Were very focused on productivity. Thats been the source of a lot of our improvements this year. Pricing has held up even as these cargos have gone down. How is that possible . Weve got our service at a level that we think generates new business for us down the road. And its supportive of pricing as well. Were offering a Service Product out there that the customer we think is willing to pay for. Why is the customer more drawn to shipping by a rail than if they just say could do it by truck by itself . Rail is its own special Value Proposition in the transport arena. Its cost effective. Its environmentally friendly, and the service has just gotten to the point where were competitive in many markets with trucks. Now, coal has been the bugaboo of the nation. Weve got even though jimmy carter said were the saudi arabia of coal, we built a huge number of coal plants, theyre getting retired rather rapidly. The ones that are left, a lot of them have been refurbished. Is it possible coal can ever hit a bottom or does natural gas have to go so high that it just makes it so that natural gas is too expensive and they have to stay with coal . Certainly utility volumes are sensitive to Natural Gas Prices and weve seen that in the recent months with a modest runup in Natural Gas Prices. Weve been hauling more coal. Our coal volumes are also very sensitive to weather patterns, so the hot weather this summer really helped with our volumes. Longer term we think there is a permanent place in the energy franchise in this country for coal. Its an essential part of the energy franchise, and we think well be hauling coal at some level for years to come. Bears have been saying to me, jim, youre too bullish. Autos have peaked. Housing has peaked. Chemicals have peaked. Trucking has peaked. Now, some of those probably have peaked. In your mind, which of those cycles are not done, and which of the cycles maybe have started to roll over . The great thing about the franchise is its so diversified. So a lot of intermodel containers, theres still room to run with intermodal growth. Regardless, in other words, these are secular trends. Exactly. And in the Industrial Products arena as well, we think there are opportunities out there. Not a lot of vitality on the industrial side of the economy, but there are pockets of growth there as well. Why do you think . Were all kind of in a bit of a funk. A railroad guy knows more about commerce than pretty much anybody i talk to. What do you think is going on . We have low rates. We have a different political environment. Why are people not more confident . Its tough to say. You know, things have just been pretty stable, i would say, not exactly falling off nor much sign of an upturn, but fairly stable for now. I think, you know, thats a good thing. It doesnt seem to be getting worse. We have to work a little bit harder with volumes where they are. And in terms of excess cash, wheres the best place to put it now . Certainly into the dividend. We pay a solid dwenividend. For a long time. And were using excess cash flow to buy back our own shares as well. Talk to our people about the way your fuel works. We have been taking some timeout with all guests to talk about sustainability. Why are the rails something that if you do care about the environment, you should be rooting for . Well, the great thing about our sustainability story is its integral to the way we do business. We are a more fuelefficient mode of transportation. So every ton of cargo that moves by rail moves in the most environmentally responsible fashion possible. We burn less fuel. We have a relatively modest carbon foot print by virtue of the nature of our operations. I dont know how many cars you can have these days, but your engines are so efficient. How long would it take from the longest train to go from one of your areas in the south to another versus what energy would be used if it was trucked . Well, the Energy Expenditure overall per ton mile of freight that we move is far lower for freight rail because its such an officiefficient form of transportation. Thats one of the pledges weve made for this year is to ask guests whos got a bigger and smaller environmental footprint. Thats james squires. If the numbers are this good when things are just okay, imagine what theyd be when things get better. Mad money is back after the break. Announcer coming buck, al kerr miz has hit a biotech come back. But is it the sign of a long term trend . How do you get the message across that not all Drug Companies are doing the same thing. Announcer cramer gets the answers from the ceo next. Whats Critical Thinking like . A basketball costs 14. Whats team spirit worth . cheers whats it worth to talk to your mom . Whats the value of a walk in the woods . The value of capital is to create, not just wealth, but things that matter. Morgan stanley lets get one thing straight. Last night apple reported an unimaginably good quarter, but out of sheer hostility, the analysts in the Conference Call painted it as just another hoe hum, lackadaisical set of numbers. This was one of the more kafkaesque Conference Calls i can recall. The totality of the questions from these experts left you feeling like apples in real trouble. Yet just three months ago, almost none of these analysts would have believed that the company could possibly be doing this well this quarter. I was stunned by the analysts community hubris with the respect for management when i listened to the call. Asked ceo luca mice tri for help in figuring out the companys guidance. Quote, given all the Major Projects are running below target, end quote. What did i miss . Apple gave conservative guidance but the simple fact with the iphone 7 is it cant make. Then asks ceo tim cook, quote, what should we read into the fact that r d has more than doubled over the past three years while sales growth was sort of a fifth of that, end quote . Cook gave a logical answer about how they spent a lot of money on initiatives building their Services Business that generated 6. 3 billion in revenue, accelerating 24 growth rate, not that any of the analysts seemed to care one whit about th this. It gets worse. Stanford bernstein, the man who stands behind the weakest buy recommendation in history, then pitches a couple of 100mileanhour fastballs at tim cook. He asked why apple cant do better than flattish growth given its large competitor is in disarray . He then adds what does this really say about how investors think about iphone on a sustained basis Going Forward and is it reasonable to think this is an ongoing, growing business for the company, end quote . Whoa. Apple just posted 46. 9 billion in sales, substantially better than people expected 90 days ago when we thought it would be a terrible quarter. But the way he asked the question, youd have thought the company has no future. Once again, the cfo had to step in and explain that the numbers would have been even better but right now apple is supply constrained because they didnt realize the new iphone would be this successful. Of course no one thought that the Samsung Phone would be the fire starter. Now, to me t almost sounds like the company is having crisis when i listened to this. But the contempt continued. He says, and i quote, tim, some investors are antsy that apple has not acquired new profit pools or introduced a financially material new product in recent years, end quote. So he asked, coat, does apple today have a grand strategy for what you want to do, end quote . He then suggests, again, quote, do you have any sense that were kind of in the gap period where the technology and arguably what we call the next job to be done havent yet aligned . So maybe in a couple of years, we will see this flurry of new products and it will match what people want to do but its not quite here yet, end quote . In football, you know what thats called . Thats called a defenseless receiver, 15 yards for hitting him and an automatic first down. At this point the damage was down. An exasperated cook seemed to have had all he could take. He answers, quote, we have the strongest pipeline weve ever had, and were really confident about the things in it. But as usual, we are not going to talk about whats ahead. I got to tell you the level of contempt and disrespect for apples management makes absolutely no sense to me, especially not when you consider just how positive these tech analysts can be about microsoft or oracle or ibm. Microsofts had the same amount of revenue for the last four years yet all you heard on the Conference Call was nothing but back slapping. Oracle has had about six years of flat revenues, but you heard more than your fair of congratulations on that last call. The ten or of ibms last call and several before that was far more respectful. Apple is held to a higher standard. I dont know whats wrong with these analysts request what i call their faux buy recommendations but maybe they could benefit from some therapy. My bottom line. I still believe you own apple, dont trade it. As for tim cook, all i got to say is congratulations on a good quarter. Jeff in new jersey, jeff. Caller hi, jim. How you doing . I am doing real well, partner. How about you . Caller im doing fantastic. Id like to ask you your opinion on amd. Since the earnings, you know, i know theyre looking both on reality. What do you think about the company . Its funny you mentioned this. I was talking to my team this morning. Weve got this Terrific Team that works with me, and we were all kind of marveling that advanced micro did a very big equity offering, Debt Offering and stock dropped to the low sixes, and then snapped right back. We were shaking our heads. I think it shows that business is quite good there. By the way, business is good at Texas Instruments. A lot of Semiconductor Companies doing quite well. Connie in illinois, please. Connie. Caller hey, jim. First time caller. Long time listener. Love your show. Thank you. Caller ive owned ibm stock for many years and watched it go up and down on a roller coaster. Do you feel the stock is ready to be held, sold, or whats your opinion on it now that theyre moving more towards the cloud . What was the stock . Im sorry. Caller ibm. Okay. Heres the problem with ibm. Until the revenues actually grow, all that movement that they have toward the cloud is going to be for naught. I think that they can and when it happens, the stock will go substantially higher. But if it doesnt, then youre really dealing with a stocks that in a 150 rut. Edgar in florida, edgar. Caller hey, jim, how are you . Edgar in florida. Great. Caller im new at investing and i wanted to thank you for everything you do. Thank you. Caller i came across this stock, and it took me to school. Acia. Yes. Theres two of them were going to talk about them. Twilio and acacia. These are both companies where they did a sliver offering of ipo. The stocks then shot up to unbelievable heights. They were heavily shorted. The companies did secondaries and they collapsed. The stock did whats called breaking the print. Its now down at 87. It has to spend time in pittsburgh tory. Just kind of churning. Twilio did the same thing, didnt hold the print, but i think that ones going to come back faster. I need you to ignore the analysts static. I remain unfazed. I think you should own apple. Dont flit in and out of it. Much more mad money ahead. Shares of snapon are down 10 yeartodate. But could last week earnings signal its time to snap up the stock . Im talking with the ceo. Then third times a sharp. Shares of alkermese soared after its twice failed depression drug produced positive results . Im talking with the ceo. And all your calls rapid fire in tonights special edition of the lightning round. So stick with cramer. How can you tell when a once red hot stock thats lot its momentum and is really ready to roar higher again . Thats the question we need to answer when it comes to snapon incorporated. Thats the maker of high quality tools and diagnostic equipment for auto repair shops and a number of other industries. After spending years climbing steadily higher almost in a straight line, snapon stock hit a wall in 2016, now down nearly 10 for the year. However last week the Company Reported a terrific quarter and it seems like the stock might be ready to get back in gear. Slightly weaker than expected sales. Has the stock gotten its groove back . Lets take a closer look with nick pinchuk. Hes the chairman and ceo of snapon. Welcome back to mad money. Thanks for inviting me again. I love to be here. Thank you. Thank you. Now, i often talk about how i dont just like growth. I like organic growth. And this quarter delivered a level of organic growth that, to me, said this is the right time to buy the stock. If you could explain to people what the difference is, why organic growth is better and what it means long term for the company t would be really helpful. For us, its our principle value creating mechanism is when we observe work and figure out how to make it easier and translate that into great products. For us, organic growth is rolling out products that people really want. A great example of this right here. Can i sure, please do. Its our new thermal imageer. This just came out. Now, we have diagnostics, you know, laptops for cars that when you plug them in, it will tell you what all the electronics say. But sometimes you want to shortcut it. We have a database in electronics that has 800 million records that will say dont worry about what the electronics are saying on the car. For these symptoms, 92 of the time this is what was wrong. Thats one way to shortcut. Another way to shortcut is to just look at the part, look at the section that seems to be a problem and see the heat involved. We have in this device, oh, Reference Data which shows what a good part looks like and a bad part look like. And whats important about it, for example, if youre hearing some squeak inside your differential, for example, you usually have to warm up the car to get that happening. All you have to do here is run it for a little while. You can shoot this with this device, the thermal imageer, and you see that its starting to become out of spec in terms of warm, you replace it right away. It cuts time and saves the technician a lot of time and money. You developed that, but it sold out . Sold out. Weve got one right here. This is something very untraditional. On october 17th, you actually bought a company, car aligner holding. Thats a little different from developing something. Car aligner. What we like to say is we have runways for growth. One of those runways for growth for us is to expand with repair shop owners and managers, people who are running the shops and are reaching other shops. One shop where we didnt have such a great presence, one type of shop, was collision shops. Now, we bought this collision company, car aligner. 40 in the united states. 42 in the united states, 29 in europe. 10 in china. You know, that kind of company. Heres the thing about collision that we like. Its changing. And changing helps how is it change something. Different materials. You used to be a car used to be all steel. If youd get dinged, youd put it on a stretcher. Youd measure it and pull it into shape. Now you have to something more sophisticated. You have to pull it into shape, but you also have to chop it up and bind it and fasten it together. Different types and car aligner has the best type of technology for this. And with snapon Technology Behind it, it will become even more popular. That will mean snapon will call on new shops . Snapon people who are now calling on auto repair shops will also call im not talking about the franchisees, but the people who are selling to the owners and the managers of the shop, the facilities of the shop, the Big Equipment in the shop, the Capital Expenditures in the shop. These collision shops are opened up to us. Theres another factor in collision that works very well for snapon. More and more repairs being done in the collision shop because when youre damaging a car, youre bumping a fender, theres a lot of technology in those fenders that needs to be repaired. Snapon has the products right here on this table that will do that. What the heck is this thing, neck . Watch out. Be careful. Had is a pwc pipe wrench. Its not a pipe wrench. Pwc . Pwz. This replaces the traditional pipe wrench. We often say roll the snapon brand out of the garage. The technicians in those places really love snapon products. Heres an example where weve designed a product that will solve their problems. They used to use pipe wrenches to move these big fasteners and youd have to screw the pipe wrench up, roll it, and then unscrew and then reposition and screw it again. This thing, you just move it. You move it back, put it in place, screw it, move it back. Enough guys say that they didnt have something that you decided to make it . Is that the way it works . We observe the work and make it easier. In makes it easier because the repositioning is easier and these serrated edges are perfect. No slippage, better safety, more efficiency. Thats mechanical. And this is an internet of things device. Yes. What it is, what its done, what we did here was we used thermal imaging technology, and we adapted it specifically for the Automotive Repair garage. The range on this baby is minus four to 840 degrees fahrenheit. The kinds of things youll see in a car. And then when youre looking at, lets say, misfiring cylinder, you can look at it and press a button here and it will tell you what the out of spec position will look like and the in spec view will look like, and youll be able to tell whether theres something wrong with it. Look, i love a man who has passion for his job and his business, and i love good dividends, which you pay, and i love higher earnings and organic growth, and youve got that. Hes the president and ceo of snapon. Mad money is back after the break. Is it a professor who never stops being a student . Is it a caregiver determined to take care of her own . Or is it a lifetime of work that blazes the path to your passions . Your personal success takes a Financial Partner who values it as much as you do. Learn more at tiaa. Org announcer lightning round is sponsored by td ameritrade. It is time it is time for the lightning round thats where i take your calls rapid fire. You tell me the stock. I tell you to buy, buy, buy or sell, sell, sell. Well play this sound [ buzzer ] and then the lightning round is over. Are you ready, skeedaddy . Its time for the lightning round on cramers mad money. Lets start with craig in kansas. Craig. Caller booyah, jim. I am interested in dollar tree. Buy, sell or hold . You know, the stock has been in free fall along with dollar general. Im begin togs wonder if they arent ready to bottom. 9 better one to do is buy a stock called tjk. My Charitable Trust owns it. Its discounted and i think has a better stream of revenue, particularly with macys closing some stores. Greg in maryland. Greg. Caller how are you . All right. How about you, greg . Caller good. Sorry to bother you. I appreciate your time. Ticker mack. Its been probably two years since weve looked at merrimack. That means weve got to do a refresher before i just mention it. Thats what were going to do rather than just cuff it and tell you i like it. Lets go to ben in texas. Ben. Caller booyah. Booyah, ben. Caller owensillinois. Ive been waiting for that. I love the glass business because its recycling. Do you know that in certain parts of latin america, they use jars from owensillinois 30 times. Glass should be more sustainably viewed in this country. I like the story here. Steve in california. Steve. Caller ba ba booyah, jim. Nice. Caller hey, jim. I am buying stocks for my roth ira. I am in it for the long haul. You recently recommended kb homes. I bought it. Its gone down. When i first recommended it, it went up back. Its since come down as people Start Talking about the december rate hike, and i do believe that i like it. But so far, every time i hear rate hike talk, the stock comes down. I think after the election, it might go up. Lets go to robert in virginia. Robert. Caller yes, jim. Im retired and i bought pfizer stock. Youll be fine with pfizer. 3. 7 yield. Good balance sheet. After the election i believe it makes a comeback. Lets go to richard in ohio. Richard. Caller thank you, jim. Alliance data systems. Im concerned. Its been a while since that company has put up some good numbers. It is in the dog house with me. How about we go to andrew in missouri. Andrew. Caller booyah, jim. Booyah. Caller love the show. Thank you. Caller im a young investor. My stock is dlth. Duluth holdings. I know theres a lot im saying this about. That stock is up 80 . Ive got to do more work on that. I got to figure maybe its run out of steam. Michael in vermont. Michael. Caller booyah, jim. Booyah. Caller so i love money. I love business. I got a question here about sast. I mean weve got a panoply of unbelievable industrials right now. Stake a look at danaher or illinois tool works. I thought that was oversold. Maybe they didnt do as well as i thought. If you put that one away, youll do better than fastenal. Chuck in california. Chuck. Caller jim, buy, sell or hold Mgm Growth Properties . Oh, man. We cannot understand why that stock still has a 6 yield . Why do i say that. Because its the stock has gone up enough that it only yields 5. I think Mgm Properties is terrific. Victor in utah. Victor. Caller ba ba booyah, mr. Cramer. I need some help with front line. No, you dont because im not recommending any of the oil carriers. Nothing. Okay . Those stocks have cost our viewers too much money. Very large crude carrier. Ixnay. That, ladies and gentlemen, is the conclusion of the lightning road. Announcer lightning round is sponsored by td ameritrade. Warren, to help me deal. Isnt that right warren . Well, you could get support from thinkorswims inapp chat. It lets you chat and share your screen directly with a live person right from the app, so you dont need a comfort pony. Oh, so what about my motivational meerkat . Inapp chat on thinkorswim. Only at td ameritrade. Its time to talk about the incredible and deserved comeback at alkermese, the Drug Delivery company that also develops its own proprietary medications for Mental Illness, multiple sclerosis. Heres a stock that had a tremendous long term track record rocketing higher year after year. Then in late january, it fell off a cliff with the big new depression drug failed to meet the primary end point in its Clinical Trial. The stock began to make its way higher again in recent months in part because alkermeses ha has bunch of other franchises. The companys long acting antipsychotic drug. This, i think, solves some of that problem. But it was last week when alkermese really got roaring again. The Company Announced some very positive Clinical Trial data for the same antidepressant that it previously failed to meet its targets. In response, the stock surged close to 30 in one day because this depression drug seems to be incredibly effective. I wouldnt be surprised if its got more room to run. Lets dig deeper with richard pops, the ceo of alkermese. Mr. Pops, welcome back to mad money. Good to see you. Have a seat. How it happens, first a drug fails its primary end point. You very emphatically in the release said, listen, dont write us off. This could be good. And then it does work. What occurred in that period, and why is this drug different from the others . So first of all, doing Clinical Research in depression is incredibly difficult because when you enroll patients in a Clinical Trial for depression, many of the patients just get better by virtue of being in the trial itself. Its called the placebo effect. So when the study failed in january, we looked at the data, and the data always tells you the truth. In those data, we saw a clear signal of activity of 5461. We just hadnt designed the trial exactly the right way. So we went back to work, designed the trial slightly differently, the ongoing study, and sure enough this fall, the drug continues to reveal itself. So theres nothing actually new. Its almost like were dialing in the radio station. You can hear the static, and you dial it in, and thats what were figuring out. If thats the case, how big could the market be, and who would take this versus is this people currently theres Nothing Available . Well, the depression market and i prefer to think it not in terms of market terms, but people. There are 11 to 12 Million People a year who go on antidepressants, a third of them dont get relief from the ssris. So the amount of suffering from depression is extreme, and its also a lethal disease as we all know. So our idea was to test this drug not in the patients who are getting some relief from the ssris. In fact we deliberately have chosen to focus only on those patient whos are not getting adequate clinical relief. So were testing 5461 in those resistant patients. How about the medical makeup . Is there something that provides a degree of a high but is not addictive . Theres a long literature on the use of opioid medications that affect mood. The problem with opioids is theyre addictive. So the contribution weve made with 5461 is our reasoning was we could remove the addictive potential while still triggering that opioid system response to mood. So far thats proven to be correct. Thats the holy grail, richard. If you could do that, that has applications through many different problems of addiction in this country. Well, we hope so. But as you know, this is a deliberate, slow, consistent process. Im not trying to get people to think anything up front but you know how concerned i am about the notion of opioids, how this is the great epidemic in this country. For some reason its not talked about except for by you. Thats right. You know, one of our high poth s seize is many people take opioids not for physical pain but for psychic pain. So 5461, we think not just in our hands but opening up this whole field of pharmacology for others to interrogate as well. Lets talk about vivitrol. Everybody has got these stories that you read. Black tar heroin, cheaper than opioids, hospitals shut down the opioids, doctors wont give them to you. People resort to what could end up being something where they die of an overdose. Where can vivitrol fight and be in this whole terrible arc of tragedy in our country . Whats exciting to see, and you identified this years ago, is it has a real role to play because its the only medicine that blocks the opioid receptor and prevents relapse to opioid dependence. Its not just heroin not, its fentanyl, carfentanil. This is ravaging communities across the u. S. So in many ways, its getting going after ten years of warm up. Now, your company ive always regards as being incredibly responsible, but its a political year, and there are broad brushes being painted. How do you get the message across that not all Drug Companies are doing the same thing . I think you do it first by behaving responsibly, by doing the right thing, not overstating where you are, pricing your medicines fairly, and interacting with patients and payers and providers and not just feeling like the medicine itself is the solution to all problems. Its part of overall treating a patient, and all that needs to be brought into consideration. Can you in your case say, listen, this recidivism rate, i want you to talk about that. There are people being incarcerated because theyre addicted to drugs. If you could get them to be not addicted, they might not be repeat offenders. That is exactly right. Our criminal Justice System is replete with people who have chronic Mental Illness and addiction. What we do is serially incarcerate them and dont treat them and it makes no sense at all. Whether its vivitrol or other meadcations, we should be treating these patients more humanely. When we keep people out of prison, they can have jobs, be with their families, pay taxes. Its all good. Your company has continually done great things. I was so thrilled when i saw the results. Thats richard pops, chairman and ceo of alkermese, a guy whos doing the right thing. Stick with cramer. Something new has arrived. Uniquely designed for the driven. Introducing the firstever infiniti qx30 crossover. Visit your local infiniti retailer today. Infiniti. Empower the drive. After the close, Texas Instruments reports a very, very good number. We had a caller earlier talk about advanced micro. The semis are still a decent place to be, and the one with the most momentum remains nvidia. I think that stock is a terrific stock. But there are bargains all over the place. You know what, dont forget, ava go is good and i still think that nxp. I like to say theres always a bull market somewhere. I promise to try and find it just for you right here on mad money. Im jim cramer, and i will see you tomorrow [tires squealing] oh, my god, strong as an ox crank her up hi, im jay leno. All hi, jay hi, everybody, how you doing . And this is a show about cars. Its fun to drive cars that are really different. I never knew the beach could be so much fun and motorcycles. [engine revs] and, well, anything that rolls. Its like driving a twostory building. Explodes. I love the smell of napalm in the morning. Yeah or makes noise. Have you ever run a dragster . No, i havent. This is jay lenos garage. Start your engine [engine turning over] [tires squealing] get out of the car, sir tonight. Aaah pro driver m