Fluctuating, rotating flopping chopping and most of all confusing leadership, it makes it unfathomable where the dow sneaks up 20 points. Nasdaq declined. 05 percent. Whats hard to understand . Mainly mainly, today we seem to give up on the exact stocks we loved yesterday and vice versa. The inconsistency i find it maddening but it has to do with fund flows scroll around as Portfolio Managers try to grab stocks and flee from others in an ever changing. Right now weve come to realize there is weakness in this country and its not abating. Industrial products capacity utilize nation and Consumer Confidence numbers today that were disappointing. But the companies to sell overseas they arent hamstrung. Thats why they shares vaeld so hard yesterday while companies that do business domestically saw their stocks get pummelled today we got a predictable backlash. Costco and coals just plain overdone. Will todays retail strikes back rally continues . To find out we have got to look at the game plan for next we are. First up we hear from you are ban outfitters. Firing on all cylinders. Free people anthropology and its plastic bagship store you are ban. This company has been plagued by misjudgments. But no more. Anthropology has turned and turned hoard with excellent furniture and housewares with reasonable prices. I dont know if you have been to one lately i found the assertment is extraordinary the stores are mesmerizing. What may be most exciting from the stock point of view is the turn at the Urban Outfitters chain. This is an exciting time for this philadelphia based Company Something i only mention because im throwing out the first pitch at tomorrow nights phillies game. I think its also a buy here down 7 bucks from its high. Tuesday we get property the fantastic home depot. The good tjx and the just okay walmart. The thing you need to know these stocks are priced exactly the way they were ordered. Home depot hasnt come down at all. It has to deliver a perfect order. Judging from my observations im not worried. I think it will be good. Tjx has substantially European Business which nobody talks about at all and the company has lowered expectations. Upside given the turnover. Wall marlt, priced for disappointment. The risk reward seems good. I like that. Even though this is one of my least favorites in the category. Which brings me to one of my most favorites, the one that reports wednesday. Target. Weve got to research no doubt from a small Firm Yesterday that said targets business turned soft. Plus when coles returned disappointing numbers yesterday they somehow indicated target would trade together. I dont think so. Target stock which has fallen from 83 to 78 reflect that weakness. I think if target stays down here after yesterdays obliteration you put it on half your position on monday and half after reports unless it goes up big. Then i dont want you to chase. I have faith that the ceo is turning the retailer around. It takes a long time to turn around a Department Store chain even one as good as target. And we know from the disaster that was jcpenney that i cant say this is the quarter. However i can say i do like everything thats happening at target. Two other major retailers are also on the grid on wednesday. Williams so no, maama and lowes. When Williams Sonoma reported last time it pointed out how the west coast port strike really hurt them. It said it could hurt them again this quarter. That makes me nerve u. S. But they are good operators. I wont bet against them. Lets watch. Lowes i think it has become a parity trade with home defaux poe. Both so good. The days when i can favor one over the other they are pasted. Sold lowes in the c change out domestic stocks and into the internationals. Mighty at the timing. After the bell sales force. Com reports dshsz now weve heard an awful lot about Sales Force Dot Com being pursued by another confirm. We dont know which one. I back the stock and its ceo from when they were generating only 1 billion in sales. Now its five times of that. Ive taken a lot of heat. You know why . People said why are you behind it. The stock is expensive. Ive been light. The stock is up 1,000 since i started recommending it. Cognitive thinking. Artificial intelligence i have always felt if you can organize those for your customers to make them more effective and more profitable you can take over the world. What amazing me is that while they were so many doubters about sales force. Com valuation coming after me into into the murm mill they are believing oracle or microsoft wanted to buy them. Maybe its not so richly valued at all. I like sales force. Com for its vision not a takeover. Thursday we get the quintessential domestic retailer for the frugal. The south philly one, you can eat off the floor, dollar tree. This is another company where the stock has been whipped by the rotation. I predict a strong quarter. After the billion we hear from hewlett packard. I think its safe to say whatever they say will be overshadowed by the fact that the company is splitting you. He can brag up into the prosayic computer and printer businesses and the High End Solutions businesses. There is something for both. Even though i expect a dismal quarter it may not matter. Still the Solutions Business competes against cyst co. And i dont want to compete with cyst co. Arisa network, a net does that. And we saw tepid guidance from that last name. Hence that stock dropped 5 today. I found myself wondering if cyst coisnt beginning to blunt their sales with its new products. And i think they have better momentum than hume. An issue for me. Finally, foot locker dear and campbell soup. Foot locker nike. Dear we had a downgrade this morning. Major Research Firm taking the stock from hold to sell talking about how farmers are in dire straights. Let your stock come in. I found the logic of the downgrade compelling. Campbells saup is mm mm salty in cans and stuff like that. They have got to do it fast. I cant believe it hasnt acquired white wave or cranes selection given how its farms business is doing i happen to like their salad dressing otherwise cam belles it doesnt have the horses. Heres the bottom line we need to see if the rotation has already taken down domestic stocks to the point where they are too cheap with next weeks jam packed schedule of retail earnings id say we are going to find out real soon. How about we go and talk to camille in colorado. Camille . Caller hi jim, thanks for taking my call. Youre welcome. Caller ive been a long Term Investor in glaxo smith klein. Ive been concerned recently about the performance fltd stock and the announce men last week of the reduction in the dividends, about 17 . And interested in whether you are bullish or bearish. Ive given up on them. So many stocks j and j thats doing nothing. Terrific, stock at 102 i think that can go higher. I cant get mine glaxo smith kleinhesselink. Merck is 60. I think thats much cheaper thaj than glaxo because it has a better pipeline. Say stay away. The rotation may still be playing out. Domestic stocks have they been taken down enough . The answers you want on mad money tonight. Over 40 Million People are playing. Now draft kings is making fantasy betting a reality. I will and costco netflix and amazon, three big names up for a bargain. But is there value in their shares or should you stay away. Plus a private supplier that could be the biggest threat to paypal. Meet the ceo of karna. And i say stake with cramer strong can heal from miles away. Unite us for a common good. And turn a simple video into endless laughter. Strong can take you. All the way to the summit. Oh my so cool think what strong can do for you. Can i play too . At ts network has the nations strongest 4g lte signal. Friday night, buddy. You are gonna need a wingman. And my cash back keeps the party going. But my Airline Miles take it worldwide. [ male announcer ] it shouldnt be this hard. With creditcards. Com, its easy to search hundreds of cards and apply online. Creditcards. Com. Attention investors vectorvest mobile is here and its free make faster, smarter better trading decisions with vectorvest mobile. The most powerful app or managing your portfolio from the palm of your hand. Only vectorvest mobile analyzes ranks and graphs. Over 16,000 stocks worldwide, everyday,. And gives you clear buy, sell, hold recommendations. On every stock; anytime, anywhere. Vectorvest mobile comes free with your vectorvest trial. Get it now visit vectorvest. Com mobile to get started the world loves a bargain. And i Like Companies that offer bargains because it often turns out their stocks are bargains, too. Buy, buy, buy. Which is why i wasnt surprised to see netflix rocket higher with reports it was about to move into china a jackpot company. Wasu media, sliced through 600 like a hot knife through butter. Netflix is a subscriber story. The more subscribers the higher the stock goes. China has 40 million households. A lot of households. Any entry into that country would be huge especially give that the most popular show in china according to the company is house of cards. The netflix production. Which brings me to the bargain rt pa. Netflix cost pennies per day. I am riffeted by house of cards and i also love orange the new black. Most of my friends kids use netflix as a more important form of entertainment than the television and watched the programs in their hand hold or even their tablet. I think china will go nuts for netflix just like the rest of the word. Netflix is one of our most important exports. The success of its programming is a test men to the people who run the place. 37 billion is too haul and given the size of the word wide opportunity. When the company was smaller i had hoped and opined on this show many times that apple should buy them. It didnt happen. Its not too late for some deep pocketed player to step in before it doubles again, which could happen if the china reports are true. I dont like to buy a stock when its roaring but netflix is worth more than it stands for. Sure on an earnings analysis it is expensive. When you hear that usually people are blowing smoke but thats been suckering short sellers for years. Prelice cicely because the intelligent cant get their heads around the sky high price to earnings value of netflix. Some stocks need to be based not simply on the pe multiplible but on the tam versus the cost of the product. On that i could argue that netflix still represents a barring oon as opposed to where it could ends up going. Who else gives you a bargain . Two others. Am zan skprim costco. Amazon prime at a cost of 99 is ridiculously cheap service that i use several times a week call me addicted. Im surprised when i hear people arent members. I could see amazon going higher. Costco i go there for all my staples. They could double the price of my membership and i wouldnt blanch. Given the money i save and the free samples i scarf when i go there for the only free lunch left besides diversification. When they raised prices a few years ago it didnt skip aeck beat. Bottom line these are still bargains, although as with any bargain of course id like them more at lower price. How about we go to james in georgia. Caller hello skbrimy. Congratulations as a newlywed. Im loving it. I have got to tell you. Its so far been real fab. Caller good. Keep it up. Three years ago i saw sirius as a major player in their industry and purchased the stock. The stock hasnt hit 5 in three years. Are there any upcoming tail winds that will push sirius to 5 and give me a reason to hold it . Im not going to give you anything thats concrete right now. I cant because i dont have anything. I will tell you that the company is worth more than its selling for. I dont have a way to get to it 5 but i do think it is a service that has tremendous pull and that more people and more people and more people will take it used and new cars. Lets go to prapeek in california. Caller big booyah, jim. I hope you get rain out there. Caller love your show, thanks for all your advices. Thank you. Caller i would like to know your thoughts as a long Term Investment in alley baba. I believe in alley baba so much i want you to own yahoo. I reiterate my long standing buy, that yahoo is the way to play baba. Okay. Everyone loves a bargain. You can find them at amazon costco and netflix. New players, are entering the it ga. Is it too late or are they getting started. And the 50 list. Move over paypal meet klarna. Ist thats next. First, draft kings is changing the game right now by turning Fantasy Sports into betting reality. Im going to talk to them next. Stick with cramer. All week weve been highlighting some of the Game Changing private companies that made this years c nabzs disrunner 50 list. The witness i hear about more than any other, number 45, draft kings. It happens to be one of the few ways to legally gamble on the enter net of it offers daily fantasy contests across a host of sports basketball, baseball football, hockey soccer mixed martial arts, golf and now nascar, you pay an entry fee ranging from less than 1 to 1,000. And you get cash prices when you win. Draft wings offers new rapid fire contests every day. Evan better after acquiring the third and fourth largest competitors in the space draft convincing is operating alongside dan fan duel. Reportly they got a 250 Million Investment from disney which is the owner of espn. That deal is not closed yet. Lets meet the cofounders of draft kings. Welcome. We have a present that we brought for you. Draft king swag. Here you go. Oh, man, that is just fabulous. You guys know i talk about it with my duddy, we are just trying not to be addicted. Thats my whole goal is no to be addicted even to sports that im not that interested in. Im going to ask you a question. A lot of us ask this, how did you think of it and how come we didnt. It was actually matts idea, ill let him talk about night im not kidding. You thought of it and we didnt. How did you know. I think we all just really loved sports for purchase our entire life. I grew up in boston a huge sports fan. You know, watching larry bird and you know bledso and tom brady and these gays and got into Fantasy Sports during college in a really big way. When i met jason at capital one back in 2005 we shared a lot of the same interests and played a bunch of leagues together and we always had that entrepeneurial bug. We were looking for, you know what could we do that would be something that could change the game in sports in and this is what we came up with. Let me ask you, just how many people play who initially werent that interested even in the sport . Because i imagine that al the networks, all of the all the companies that own teams have to be enamored of what you are doing. Well, you know, for us thats the best part of it is that there is this virtuous combination with them that drives content which then in turns drives more consumption 6 our game and back and forth and it lifts everything. Weve seen from surveys we have done that about 50 of our customers report they all come in on a sport they like they have since adopted and gotten into a sport not just playing it but watching on tv following a sport they were not previously following before. I want to ask you, the Fourth Quarter or last three inning of a televised game or a last quarter of dbl, they really didnt mean a lot of anything for a lot of people until draft kings. Yeah it certainly keeps you engaged with the game until the very enevery night. I think thats something that we go for in the game design you know how can we kaip keep players engaged throughout the entire night, give them excitement every time somebody scores, every big play. Thats something we are looking to create in terms of the experience. I know this deal hasnt closed with espn but it is a virtual circle for them too because they have games that otherwise you might not be interested or a run down after the game that you would be riveted to now. Yeah so espn has been a Marketing Partner of ours for a while. And like you said they have a lot of sports content. They have always been very interested in fantasy. I cant comment specifically on a deal. But right now i think espn is the leader really in fantasy. They have become the company most more than any thats identified with fantasy and identified with sports. Matt do you think that when i see the some of these some of the games, or nascar do you think, geez its lucky there is a carve out . Some of it is a way to gamble and legally. I think that you know we operate ten sports right now. They all have huge fan followings. And whenever there is Something Big in sports we want to fine a way to participate, obviously staying within the boundaries that we feel like we need to. Right. Now for baseball im throwing out the baseball tomorrow for the phillies. I just had to say it. I had to work it in thats all i have to say about that. Try and throw a strike. Are there players or games where he would not normally be interested in. I never like to watch a nonphilly game to be honest. But this is one of those things where you want to watch out of market games. Every game every play matters. You were talking about before the end of the game. Sometime it is a blowout or Something Like that. This makes every single play of every game matter. And it keeps you engaged everywhere across the entire league. By the way on draft kings you can kin throwing out the first pitch at a Major League Baseball game. Really. You dope need it. You already have that privilege, but for everybody else. Plb has a stake in your guys espn reported. I would love to have a lot of our viewers are going to ask when is draft kings going to go public . I want a piece of that stock. Right now we are looking at a lot of options. Thats the last thing on our mine. We are trying to build a great business and engage sports fans. However it ends i think will be hopefully thats not really the ending but however ultimately the early investors exit will be the easy part. Let me tell you something, you are having too good a time to go public. Money is not everything. Those are the cofounders of draft king. They came up with this and not you. Thats the way you have to look at it. Mad money is back after the break. Ive speak up so much time in the past few weeks bringing you interviews with some of the best p