Some big winners, it could also start producing some big losers with the dow edging up 21 point, snaep declining marginally, and the nasdaq falling 0. 36 . Before i go into how things are playing out, let me say candidate trump may turn out to be different from President Trump. Candidate trump, what does he want to do . He wants to cut taxes, right . He wants to build infrastructure, build up our armed forces, and be tough on our trading partners. A philosophy that included scrapping nafta to get back at mexico and perhaps throwing tariffs on the host of goods we import from china. Last weeks rally was based on the first part of the premise. You got taxes, you build more and Interest Rates go high, which is good for the banks and theyve continue to rally. You give people more disposable income. Thats good for retailers and travel and leisure companies. You want to pump up our military, you need to order hardware from Lockheed Martin and northrup grumman, to name two. The moves in those stocks have been positively insane since the election. Its been a remarkable five days, hasnt it . But today we saw another grimmer side of the story. Today its sinking in that president elect trump might be very serious about cracking down on trading partners who take advantage of our domestic markets without opening theirs fairly. Its dawning on investors what it would mean if trump does more than just talk tough about imports and dumping. In other words, were beginning to witness the other side of the trade of the trump rally, and it might hurt as Many Companies as did helps. It might hurt some of your companies. We begin to see some of this weakness when tech last week. At the time i thought these declines might be happening because Money Managers needed to raise funds in order to buy the winners. In other words, they needed to sell something, and they chose tech. But yesterday we got some real provocation from the chinese, who have been pretty quiet about the ascension of president elect trump until then. Yesterday, the global times published an article that called donald trump naive if he started a trade war with china. I got to say that if they want to avoid a trade war, saying trump is naive is a really dumb way to do it. What would a trade war look like . What could the chinese do to us . A batch of boeing orders will be replaced by airbus, a european competitive. Then u. S. Auto and iphone sales in china will suffer a set back and soybean and maze imports will be halted. Those are fighting words that a typical u. S. President might blanch at, the kind who has ties to big business or who believes that you cant get too tough on the chinese because many of our American Companies need their markets in order to thrive. Chinese has 1. 4 billion consumers and without them, many Internet Companies based here will see their earnings get slamd. Thats why modern president s have feared the loss of those markets. Clamping down on the chinese could end up being counterproduck f counterproductive for jobs. But trump is no ordinary president. For as long as ive known him, and ive interviewed him many times over the year, trump has argued the chinese have gotten the best of our country on almost all of our trade deals. He said the chinese take our jobs awhile dumping goods on us. But he hasnt said about how many of our Companies Need their maths. I would describe his view as they need us more than we need them. In other words, he thinks theyre blustering. They need our goods. Theyre doing the bluffing. And even if they dont, we might be fine anyway. Se he said many times our nation doesnt know how to negotiate and loses when it makes these deals. He said to me if he ever a chance, the u. S. Would start winning. Hes getting it. Of course candidate trump may be more fiery than President Trump and maybe hell be more concerned about hurting our markets once he gets into office. Maybe not. Perhaps President Trump will follow through on all of candidate trumps rhetoric. We know that one of his closest advisors is dan dimicco. He also believes the chinese have been getter the better of us for ages. Hes been telling trump to be more concerned about how chinese trading chicanery impacts workers. In other words, a trade battle might really be in the cards if you want to level the Playing Field with the chinese. Maybe thats how you have to do it. Thats certainly what the stock market was saying today. The dramatic decline in the stock of apple. Apples vulnerable for certain. Trump has stated repeatedly apple should make more products here. Apple might be caught between the proverbial rock and hard place. At least for me, i know the chinese picked the wrong day to single out apple. As most of you know, ive been endlessly beating the drum that apple should buy harmon international, the brains of the auto company that has so much exposure to the connected car. And today samsung bought harmon for 112, a 28 freshmpremium te it was on friday. What matters now, though, is that apple is dragging the rest of tech down with it again because china is regards as such a strong market for technology. Maybe too strong. Another tough name for fang, facebook, amazon, net flick and google now alphabet. Netflix hasnt been able to get traction in china yet. Alphabet has zero chinese business. Free speech concerns. No matter, they all got hurt. Next, general motors, which has fab business in china saw its stock get nicked. Weve seen some Consumer Packaged Goods Companies coming down too. They need the Chinese Market to expand although the declines were more muted as the day went on. Its important to point out that boeing, the other company mentioned by name by the chinese paper, its stock actually rallied nicely today. Caterpillar which was not named saw its stock goes to a 52 week aid. Fedexs stock rally. Same with disney. Chinese could have easily called out chine maybe this is chine bluster versus american bluster. I think its worth pointing out after today we got a newfound risk to this market. The companies that have exported jobs overseas need overseas markets to make their profits. If trump were to tweet, to hell with the chinese, i think the part that has rallied might not make up for the part that got hammered. These International Companies had a pretty good run under president obama. They might have had one under Hillary Clinton. But with trump, not so fast, not so clear. He owes them nothing, a fact that seemed to endear him to much of the electorate. If trump is sticking with his Campaign Promises on trade, were going to find ourselves in a brave new world, perhaps too brave to many investors jerry in michigan, jerry. Caller jim, your program last tuesday, election day, provided some great Historical Perspective about where the dow was in world war ii and other times. Very, very well done. Oh, thanks a lot. I know last week was a good group of shows. I hope i can continue to deliver this week. Whats happening . Caller well, it was probably one of your best programs ever, but i think your best was when you were here at the university of michigan in april 2006. That was a great show. We did it inside the basketball. We should have filled the big house in retrospect. Caller anyway, my jim from last Tuesdays Program is about your emphasis on infrastructure stocks during the trump presidency. Do you see Waste Management experiencing any infrastructure pin action, and how much more upsiu upside do you see given the stock has doubled in five years. This is aid tough one. Youre absolutely right. Its a great infrastructure play. But David Steiner is departing. Hes been our guy. I got to get more comfortable with the new guy . Why . Theres been some situations ive been in where new ceos came in, didnt know them, kept recommending the stock and it was a mistake. Lets go to joe in my home state of new jersey, joe. Caller hello, cramer. Yeah. Caller i enjoy watching your show every day. Thank you. Caller you make a difference. Thank you. Caller okay. My question is on deere and company. Im in construction, and i own a lot of their equipment. I wanted to know with their slow sales of farm equipment, are they going to improve with the Trump Administration in . I would think that the answer is yes because they do have some infrastructure exposure but also because i think the farm cycle is really long in the tooth. The farmers have not upgraded. I think they have to. I think thats why the stock has been good. Its why we like it. Lets go to rick in illinois, rick. Caller jim, how are you today . I am doing well. How about you . Caller im doing great, thanks. Jim, im a happy subscriber to action alerts. Thank you. Caller i want to thank you for your hard work. Thank you. Caller my question today is about nxpi. Does the street foresee problems with the qualcomm takeover . If not, why is the nxpi trading so far below the buyout price . Thats a great question. That is a huging holding fraction alerts. We think there are people who are going to challenge it. Perhaps the chinese will challenge it. We think it will survive any challenge, and therefore we have not sold the stock and suggest that you dont either. All right. The market is continuing to digest president elect donald trump. And while many stocks may win under revised rules of his administration, serious risk could arise for others. On mad money tonight, its the Company Giving the technology in your car a major tuneup. Can it do the same for samsung . With the stock up 25 today, im sitting down with the ceo of harmon after todays big acquisition announcement. You know weve liked that stock. After being a major winner for years, side effects of owning cbs Health Shares include motion sickness and depression. After this years declines, is it time to sell the stock . And the internet of things is making us more connected, but its also increasing our risk of cyber attack. The threat is real, but ill see if cyber arc can still help keep you secure. So 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. This is my retirement. Retiring retired tires. And i never get tired of it. Are you entirely prepared to retire . Plan your never tiring retiring retired tires retirement with e trade. Im in vests and as a vested investor in vests i invest with e trade, where investors can investigate and invest in vests. Or not in vests. Sign up at etrade. Com and get up to six hundred dollars. Why pause a spontaneous moment . Cialis for daily use treats ed and the urinary symptoms of bph. Tell your doctor about your medicines, and ask if your heart is healthy enough for sex. Do not take cialis if you take nitrates for chest pain, or adempas® for pulmonary hypertension, as this may cause an unsafe drop in blood pressure. Do not drink alcohol in excess. To avoid longterm injury, get medical help right away for an erection lasting more than four hours. If you have a sudden decrease or loss of hearing or vision, or an allergic reaction, stop taking cialis and get medical help right away. Ask your doctor about cialis. We know that the connected car is the next big thing in technology. For years ive been saying that if an Electronics Company wanted to own this business, it had to buy Harman International industries, which is the number one maker of automobile infotainment systems that integrate everything from smartphone activity as well as making highend audio systems. It looks like somebody finally took my advise. Today we found out that samsung is acquiring harman for 112 per share. 8 billion. Thats nearly a 28 premium versus where it was trading on friday. Even if samsung didnt have this exploding phone problem, this would be a very smart takeover. Thats why we wanted to check in with dinesh paliwal. Hes the chairman and ceo of Harman International industries, to find out more about t. Welcome back to mad money and congratulations. Thank you, sir. Thank you for your early communication this morning, which was so exciting. Were going to put together a wall of fame of the people who have made us money. This was remarkable. Why did you do the deal now . So much was going right. People want to know why this is was the right time to sell. Weve been talking about thatha that. The scale matters now. I think at harman, we have really maximized and we will continue to grow. But weve been seen a partnership, and with the samsung opportunity during the summer came up and we started talking, we found so many similarities of complementary technology. Theyre into high end display. Theyre into processor. Theyre investing in artificial intelligence, totally complementary. Put it all together, we can have a proof of concept which is ready to go in l 3, l 4 connected autonomous driving experience. You mentioned a lot of companies. Were there people who were interested and samsung just came out the highest . I know youre not allowed to reveal which names, but were there other companies that wanted very much to buy harman . You called out two years ago, and here we are. Do you have a crystal ball . Frankly, we see the integration of these two companies, when we put it together, this is really dynamite because its so complementary. Theres hardly any rover lap. You know what they also said . Really to give confidence, we keep the headquarters, we keep the management team. Im actually super excited to run this company with all the synergies. Lets talk about the r d. Last year you came on and talked about hacking the autonomous vehicle, and people, i remember emailing me or tweeting mee saying what are they talking about . Theyre a speaker company, for heavens sake. You saw a Threat Company and bought a company that would probably be worth three or four times what its worth then. How did you see this stuff coming . Well, jim, im so glad you asked because the cyber attack, the threat is in your home, is in your car, is in your personal devices. So we bought this company. This so we want to double down in cybersecurity. I will share with you nitsa, they ranked harman as the best cybersecurity solution in the world. Were delighted, and we continue to invest and double down. So adding that and the update and the software we have, i feel very excited about the future not just in automotive but connected car audio systems, individual sound zone. Homes are going also connected home with all iot. So this is another synergy, with all the television, the display technology of samsung and our Auto Technology and our brand. Lets talk about the professional in terms of the real car aficionado. Even since weve seen each other, some of these cars costs of hundreds of thousands and dollars and theyre using your systems. Weve seen an incredible differentiation our companies are using. Bmw has used two or three brands for their ultrahigh luxury car. Same thing we see in audi. They use bang and ol af son. That was a brilliant acquisition. That led to almost a billion dollar order from ford. That will really lift the ford car differentiation. So were delighted at this. Were now in 80 of the luxury cars, and this branding is big deal. I come from asia. The iconic American Brands ask what differentiating. They look at the brand. Its a big deal. Its important to mention you have two plants in china. We have very original approach. We make in america for america. In your, we make in hungary and china. Thats for a reason. It is all about close to customer. We have manufacturing close to customer. We have r d close to customer. I was trying to tell people your plant is right in the middle of all the fancy car plants. Its not like they have to build their cars and send them to you. You are part of their just in time supply chain. There you go. Ca receipt tow is becoming one of the Top Notch Technology park. I was recently there visiting. Isnt it great . We have bmw approach, toyota, audi, daimler, ford, all of the car companies. It is actually consistently same quality that we make in germany, united states, mexico, china, or hungary. Last question. We know theres talk because of a change in our president ial obvious this is an Election Year trade war. From your perspective, because you are a globalist, is it possible that the u. S. Could trigger a trade war with some of our longstanding partners . Jim, i hope not. You know, businesses are global. The great American Companies are very globally diversified, you know . You do not want to have this quid pro quo. It will hurt the global economy, and we do not want that. Its like the example we just started out. The samsung harman, which by the way created unbelievable great premium, a 37 premium over a 30day average. Its a great integration. On realize where we will take the auto industry, the home industry, the professional industry to a whole new level. But if you had protectionism, all of these things will not be where we want them to see. I want to again congratulate you and shareholders. Dinesh paliwal saw a lot of things coming and got a lot of things right. Mad money is back after the break. Announcer coming up, its a hyperconnected world. Online security is more important than ever before. So what is cyberark doing to keep your data safe . Theyre targeting the regular user back at home but also enterprises, which is what we protect. Announcer find out, next. What the heck has happened to the stock of cvs . For years cvs health was renowned as one of the most consistent companies on earth. It was a great operator, and its stock was a fabulous performer from 2011 through 2014. It absolutely trounced the averages. But last year, cvs hit a wall, and it started flat lining. Then in recent months, the darn thing has been crushed. Including a brutal tenpoint decline just last tuesday after the Company Reported and management slashed its forecast. What exactly is ailing cvs health . Whats gone wrong here, and is this merely a broken stock or perhaps were dealing with a broken company. Let me give you some background. You may think of cvs as a drugstore chain but its actually two lines of business. The company runs more than 9,600 retail pharmacies. Its the number two player in the u. S. , about 20 market share. On top of that, theyre also a farmpharmacy benefit manager, h Insurance Companies get better deals on drug pricing. Pbms get rebates from pharmaceutical companies. They also get major discounts on generics. Then they make their money by pocketing some of the savings. Cvs got into this line of business when they bought care mart for 21 billion back in 2006 and after a bumpy start, it began to seem like this combination of pharmacy and pharmacy benefit manager could be incredibly lucrative for shareholders. Look, for years thats exactly what happened. If you owned shares in cvs, you made a killing as the stock tripled from the summer of 2011 through the summer of 2015. It went from 33 bucks up to 112. But since then, the stock has gone into freefall. Tumbling to 76 as of today, a 33 decline. Thats a terrifying move when you consider that this is an 81 billion drugstore chain. Stocks like cvs arent supposed to experience such wild gyrations. Before we can get our heads around the recent decline, though, you have to understand why cvs was such a terrific outperformer until about a year and a half out. The company was firing on all cylinders. The real standout here was indeed their pharmacy benefit manager, which consistently put up some excellent doubledigit growth. At the same time, cvs spent years optimizing the drugstore business. For example, in 2013 they signed a tenyear deal with cardinal health, creating a 50 50 joint venture that became the largest purveyor of generic drugs in the u. S. This was a popular move at the time. Earlier in the year, walgreens did the same with amerisourcebergen. However, it was really the Pharmacy Benefit Management division, the old care mart, that set cvs apart from its drugstore competition, who had to negotiate with third party pbms. Walgreens got into a huge spat with express skricripts in 2012. For about six months, people couldnt get the prescription filled at walgreens. You had to go somewhere else if you wanted the insurers to cover the cost. That gave cvs a boost. Right before cvs stock seemed to run out of gas, they raid two acquisitions that were wildly praised by analyst. The Company Announced it was buying omni care. That was a 12. 7 billion deal. Then a month later, cvs snapped up target store within a store pharmacies for 1. 9 billion. In another transaction that was viewed positively. But from the summer of last year through this past may, the stock drifted gradually lower. Six months ago, cvs reported a strong quarter, and the stock surged back up to 106. Ever since then, though, the company has been put through the meat grinder, and its stock has just been slammed. First and foremost, cvss pharmacy benefit manager has become a real problem child of late. For years cvs had been the pbm of choice for California Public employees retirement system, but at the end of may they lost that business to opp tim rx. This is when analysts reported were seeing competition in the space. As we know, competition is anthema to profits. Really puts that omni care acquisition in new perspective. They doubled down business right when it appears it was peaking. When cvs reported in august, they were mixed, but management raised their fullyear guidance. They also told us the pbm business had a good selling season. Later in august we learned that walgreens was partnering with prime therapeutics, another pbm to better compete against Companies Like cvs. While walgreens is working with a pbm, they dont own one, which means theyre not exposed to the same pressures as cvs. A little while ago, they got ousted from the department that runs the department of defense. Walgreens took their place. Maybe it shouldnt have been such a price when cvs reported last tuesday and slashed its guidance. Slashed. I got to admit, i thought it was pretty confusing given that management had just raised numbers three months before. It made them seem clueless to me, and i always thought these guys were pretty smart. The results themselves werent too terrible. However, the guidance was horrific. Cvs guided fully 10 below what the analysts were looking for. No wonder the stock plummeted nearly ten points, a 12 decline in a single day. Whats the real problem here . Cvs expects to lose 40 million prescriptions next year. The culprit . Competition. Especially from walgreens. Now, cvs outlined some issues to offset the damage, increasing their buy back by 15 billion. But none of these fixes well, the core issue here, the competition, its eating cvs lunch. In the wake of these hideous number cuts, the companys once steady growth looks more uncertain. There are industry wide problems that make things more difficult. A coalition of 30 of americas largest employers recently joined together as the Health Transformation alliance in an attempt to get more bang for their buck on health care spending. These Companies Want to save money by rewriting their pbm contracts. That could be i ahuge problem for cv. Assuming President Trump can repeal obamacare, doesnt that mean people are losing their Health Insurance and unable to afford their prescriptions . Its cvs that is really struggling. I feel like theyve lost a step. Heres the bottom line. Cvs, long one of my favorites as gone from being a market darling to a total dog. The Company Loses share to its rivals. Maybe they can turn things around, but for now, cvs remains in the penalty box until we see them take concrete steps to lessen their dependence on what was once the golden goose and now looks like a turkey headed for a carving. Ron in new jersey, ron. Caller good evening. Just wanted to discuss optco health. Ive owned this over a long period of time. Ive ridden it up. Ive ridden it down. Im a fan of phillips ross. Can you tell me what your opinion is . That stock was up 10 today. I am not going to cut fill frost. The stock had a big run and baf it up. But i trust phil frost. Lets go to wayne in florida, wayne. Caller hello, jim. My question is in regards to edwards lifesciences, ew. They had a recent good quarter, and yet their stock went down over 10 for no apparent reason that i know of. And i was expecting a rebound shortly, but it hasnt happened. No. They got a new there was a note that came out today from europe about increased death risk in less sick patients, so this thing has been hit by a son of negative news. Ew, i still think its good, but i recognize the pressure in the Health Care Sector is so great that ive been trying to stay away from it. Witness the fact i couldnt get behind Intuitive Surgical last week. You got to let this selloff take its lets say run through everything before you can buy more ew even though i know its a Great Company and ive liked it for forever. Lets go to nicholas in california, please, nicholas. Caller good afternoon, jim. Thanks for having me. Absolutely. Caller i would like your opinion on the american Marijuana Industry in regards to the recreational and medicinal bills that were passed this last november. Currently most of these companies are otc. What American Companies do you think are poised to take advantage and become huge players like gwph . Remember, gwph is a british company. This is important, okay . It is still its still illegal i know this sounds strange federally to be able to make marijuana and sell it. Thats a United Kingdom company that does a lot of its work here. I happen to like gw pharma because i believe what theyve got in terms of pills can really be life saving. Theres a group of people who benefit from this and i feel like gw pharma is a winner. Stock is up on a spike with health care coming down, so lets not be too aggressive. Okay. The very drug that stimulated cvs turned tiny a serious depressant. Until it changes, i think theres very little reason to be excited about the stock. Much more mad money ahead. After a very rough start to 2016, shares of cybersecurity expert cyberark are back in the black. Can the company keep its recent rally going . Im talking with the ceo. Then do you believe in signs . You should when it comes to buying of the bank shares. Ill tell you what signals Jpmorgan Jamie diamond was sending. And all your calls rapid fire on tonights edition of the lightning round. So stick with cramer. And pay for it online before you pick up at your regular pharmacy. Youll pay nothing at check out. Blink is accepted at all major chains and most independent pharmacies nationwide. Its free to use, it works for everyone, and purchases are always refundable. Check the blink price of your prescription now, and get 10 off your first purchase at blinkhealth. Com, promo code tv. After spending some time in the wilderness, the cybersecurity cohort has been making a comeback. If this past election season has shown us anything, its anybodys emails can be hacked. In short, the focus is back on protecting your data. Right now the hottest stock in the group is cyberark software. You know this one from coming on the show, the Israeli Cybersecurity Company that helps companies protect administrator accounts or privileged accounts. These are one of the most common targets for hackers because if you can login to a network as an administrator, you have the keys to the kingdom. Higher than expected revenues, grew 37 clip yearoveryear and strong guidance. The stock jumped from under 45 to up to 47. 80. Since then its continued to climb. So can cyberark keep roaring, thats take a closer look with udi mokady to find out more about how his company is doing and where its headed. Mr. Mokady, welcome back to mad money. Have a seat. Thank you. All we ever heard was server, server, server, but its finally starting to dawn on people that your server is just unput it in there. Unless you have protection, everybody is going to see what you wrote. Anything thats connected to the internet can be hackable. Anything thats connected to the internet can be hackable. Do you know that we had harman industries, which just sold, and he was talking about the notion of the driverless car can be hacked easily without the right stuff . Absolutely. Just the matter of the amount attempts. One of the things youve mentioned, you said its proven that attackers need administrative credentials. How does an attacker get administrative credentials when its so hard to get credentials when you work for a company . So they land on the inside. From there they progress and steal. They start with a regular user and they look for footprints of an administrator that touched the system. From them, they large on to those administrative credentials to jump to another computer with more privileges, to another server with more privileges. Its just look a pacman looking at trails and it doesnt matter where you start. It seems like when they hire you, theyre presuming theyre being hacked. Thats something new, right . Everybody is just presuming theyre being hacked right now . Thats the new approach. Weve seen a change. Its called a postreach proactive security measure. Were coming in ahead of time to help secure against these attacks. But were seeing that the modern day customer is thinking, okay, we will be breached. Lets make sure its containcon what percent of the big Enterprise Companies do you think have not addressed this issue . We have 2,800 customers around the world. Were looking for the top 30,000, 40,000 customers to go over, and its green field. When we land an account, we check did they have anything in place . Sometimes they had something just for compliance sake. Thats what i was getting at. Maybe something has happened in the new York State Department of Financial Services is saying its not up to you anymore. Thats what happened, right . Compliance is a driver, but being complaint doesnt mean youre secure. Security has to be based on risk approach, a riskbased approach and looking at how are the attackers thinking . What are they going after . And not what is audor thiitor thinking. The u. S. Department of defense. We dont comment on certain customers, but were very pleased with the federal business. You introduced the term ransomware, ever since then when i talk to law enforcement, they actual me how could you not know about ransomware . This is still state of the art. This is what they still want . Definitely. One of every three malwares these days is ransomware because its worth money to the attackers. Theres been reports theyre on track to collect ransom of 1 billion in 2016. So its a very fruitful means of attack, and theyre targeting the regular user back at home but also enterprises, which is what we protect. When i looked at the quarter, something that dawned on me that i realized i thought was not the case. You actually point blank say that cloud cannot i dont want to say you say its not secure. But you say its additional security risk, cloud. A lot of people come on and tell us not to worry about cloud security. Thats not true, is it . The cloud basically expands the attack surface. Its much harder to set up 100 servers when you have to buy the hardware pieces versus set them up in the flick of a switch on a cloud provider. Were really securing the plumbing behind the cloud services. The servers, applications, everything thats expanding into the cloud. There does seem to be a differentiation now in the cybersecurity companies. At one point it was kind of like cybersecurity, thats hot. It became this email and getting into the email. Was that just because of the scandals we heard, or is it just is it the most crackable . Why do we know that the company the two companies are involved in just email have had stronger results than all the other companies in the segment . Because, again, email is a great way to get in. We talk about the aattacker has to get in and then set a footprint. The companies that are trying to prevent the phishing attacks are were assuming theyll be an infection. We actually work very well with those companies. Were always trying to figure out whos doing it. Could you just give me a we hear russia. We hear china. How often is it state actor versus plain old bad guy . A lot of it is plain old bad guy. When its after monetary reasons, i think the well famous things had to do with nation states. Cyberark is not in the business of attributing, but were seeing customers are worried about all of the above and they brief their boards about all of the above. With a new administration in the united states, do you think there will be a new approach to cyber warfare. Weve seen both candidates talk about the need for cybersecurity, but the president elect definitely emphasized a need to revamp cybersecurity in the federal government. More business for cyberark. Potentially. We think its a green field just like it was before. Absolutely. And were going after it. You said you were going to have a good quarter. Thats udi mokady. Hes the founder, chairman, and ceo of cyberark. You know this has been our favorite. Mad money is back after the break. Ah, beth. So the elevator is stuck again. With directv and at t you can stream your favorite shows without using your data. That makes you more powerful than being stuck in an elevator with a guy with overactive sweat glands. Sorry, rode my bike today. Cool. Hey its your tv, take it with you. Watch all your live directv channels, on at t, datafree. 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 sean in delaware, sean. Caller booyah to you, mr. Cramer. Thank you. Caller american tower. Is it oversold here . There was a piece out today that sprint might merge with tmobile. My thinking is when you get this kind of move, you got to wait till tomorrow midday because there are so many sellers out there. Lets go to james in kentucky, james. Caller jim, this is the other jim from kentucky. There you go. Caller with a big blue booyah. Ill take it. Louisville should be in the bcs. Go ahead. Caller ive followed you for years. Thank you. Caller ive also followed this company. I know you like it right now. Am surge, amsg. This group is under pressure, sir. Everything is so in flux in health care because of the new president that we just have to be on the sidelines. Its tough because it looks so inexpensive, but sidelines is where we have to be. Steve in tennessee, steve. Caller booyah to you, mr. Jim, from tennessee. All right. Caller my wife has worked for Kroger Company for several years and weve accumulated quite a bit of stock with that. I noticed lately that its kind of fallen off just a touch and wanted to know. We got five years before retirement. Should i keep it . Kroger bottomed at the low 30s. Its a buy. I think its terrific now. It went through its issues. It has recovered, and its fine. Max in washington, max. Caller booyah, jim. Max from the nations capital. I own a fair share of Arrow Electronics stock. Do you think its a safe bet to keep investing money in them or no . Im sorry. Which one . Arrow . I like them. I think theyre doing a very good job. I like tech data more, though, just to be clear. I think tech data got a very good deal. Lets go to matt in connecticut, matty. Caller jim, booyah from fairfield, connecticut. Hi. What are your thoughts on duncan brands . I took a position in 2013. I think its fine. I think its fine. The last couple of quarters have just been okay. Im not going to go against it. Im not for it. There are others i like more. How about one more . Lets go to richard in california, richard. Caller yeah, jim. I heard last week that you had this g. I. On who was talking about kmi. My question is i hope you havent turned sour on enterprise products. No. I know they spent a lot of money doing crackers that arent that good, but i think epd is very good. That, ladies and gentlemen, is the conclusion of the lightning round [ buzzer ] announcer the lightning round is sponsored by td ameritrade. Im crazy stressed trying to figure out this complex trade so i brought in my comfort pony, 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. Dont ever accuse the banks of not giving the buy signal. Do you recall on february 11th with the banks at the exact low for the year, jamie dimon, the ceo of Jpmorgan Chase bought 500,000 shares in the open market at 53. 18 for a total cost of 26. 6 billion. You got to look at the chart. You wont believe it. Its the and exact bottom. Todays price, thats now worth 40 million. Now, looking back, we could argue it was a called shot, one of those amazing home runs that dimon said would happen. But it really wasnt like that at all. What dimon said when he bought the stock in february was it was too cheap relative to the fundamentals. It sure was. Of course every ceo thinks his stock is cheap but when you see that kind of insider buying, thats not some sort of paint the tape couple of thousand share purchase that people talk about. Thats real money. What we used to call it on the trading desk was a statement buy. The statement being enough is enough. Jpmorgan morgstock is a safe pl to invest. Its too low. Every some fed official says theres no ability to raise rates since the economy is too weak. Now, though, with Interest Rates really moving up, banks can start making a ton of money on mortgages and regular lending, and the fed has the cover to raise short term rates because the market itself is moving long term rates. Its gotten to the point when you see a slate of fed heads like you have this week, you actually hope theyre hawkish to keep this move going. Banks are part of a massive underowned portion of this market, along with the transports. The industrials, and the broad line retailers. They just cause too much disappointment to own. If you thought that Hillary Clinton was going to be president , this group would have been absolutely toxic. Think about the strikes against the banks. First there was gridlock. Web when we loved gridlock because it meant the government wouldnt do anything, couldnt spend much . Now our builder in chief, president elect trump, gets tap add someone who will bust the budget and thats driving rates up. Second, with republicans controlling not just the presidency but both houses of congress, the financials wont have to suffer through multiple years of democratic hectoring from the likes of senator Elizabeth Warren from massachusetts. Third, the legal and compliance spending has been so horrendous, horrific, that it routinely impacted earnings per share. If trump does dismantle dodd frank then these Companies Wont need as many workers in their compliance departments. They wont need to spend so much money on outside lawyers. Remember, Deutsche Bank is also in big trouble with the Justice Department over some outstanding mortgage issues. Trump has a gaet relationship with Deutsche Bank. What would happen if he calls Angela Merkel and agrees if they pay a reasonable fine . A win for everybody . Finally even though Interest Rates are low, many people dont make enough aftertax income to actually get a loan from a bank. With lower taxes, that changes too. More takehome pay means for lending, especially second house lending, which has really been shut down the last few years. Did jamie dimon know something we didnt . Only that his stock had gotten ridiculously low no matter who won for president. But if you go over bank and america, you could say as well they should have done a ton of insider buying. Dimon knew the negativity had gotten out of hand. He took advantage of it and he bought. Looking back, it seems easy. At the time, you needed faith. You needed belief, and he had both in spades. Stick with cramer. Energy is a complex challenge. People want power. And power plants account for more than a third of energyrelated carbon emissions. The challenge is to capture the emissions before theyre released into the atmosphere. Exxonmobil is a leader in carbon capture. Our team is working to make this technology better, more affordable so it can reduce emissions around the world. Thats what were working on right now. Energy lives here. Now we have rotations within rotations. For instance, last week we obviously had the banks going. We had the retailers going. We had the transports going. But after the close, Warren Buffett disclosed some key positions in the airlines. I think they get the mantle. They get the baton next. But there on the other side, we saw a big selloff in technology. Can that last . I happen to think that the technology away from fang is getting a little cheap, so you might not want to get rid of those. You might want to start going toward them. I like to say theres always a bull market somewhere. I promise to try to find it just for you right here on mad money. Im jim cramer, and i will see you tomorrow lemonis tonight on the profit. Tad are you guys hungry . Woman yes. Lemonis . A veteran caterer has been feeding chicagoland for almost 20 years. Tad i got hamburgers. I got turkey burgers, hot dogs, and brats. Lemonis but all of a sudden, hes starving for business. Tad its been rough, these last four months. Lemonis youre down almost 30 . Tad yeah. Lemonis a steep drop in sales has sent his anxiety through the roof, causing him to lash out. Tad mike, you got to work faster, man. Jennifer theres so much criticism and no praise. Lemonis and as their paychecks get smaller and their patience grows thinner, his employees are on the verge of a revolt. Vincent there could be a little bit of a mutiny going on within honest foods. Lemonis if i cant help breathe new life into the company