Miserable and sleepdeprived and you dont want to think about talking to me. Its not like this past week was any slouch. We saw major disruptions, especially today in tech stocks, only causing the nasdaq to plunge 0. 80 as the dow advanced 21 points and s p closed flat. Tech. It pancaked. Next week, more snap judgments, more wrong judgments than you can imagine. Lets get to the game plan. Monday, fortunately is a light day. The only light day of the week. Well hear from halliburton that was hoping to merge with competitor baker hughes. What a ridiculous misjudgment of the antitrust division halliburton committed. I would fire those lawyers who advised on this deal tomorrow. Okay . And hire me. As i said, it would be dead on arrival the moment it was announced. I game them better advice for free than the Million Dollars of dollars of ills advised council. Oil had a nice run here. Based on demand chiefly from china. Thats made both these stocks attractive. With halliburton being the standout baker hughes left at the altar. I want to be clear. I like best of breed stocks. Best of breed is my speciality. If you are going to buy an oil and gas related Service Company and when it comes to service companies, there is only one to think about. Thats schlumberger which reported an incredibly good quarter last night. Its been buying back stock aggressively at the same time investing for the future. Tuesday, tuesday is going to make your head spin. Kicking off with 3m. Hit a new high earlier this week in anticipation of the quarter. That however is precisely the problem. Classic Growth Companies like 3m, with stocks that have run up into earnings have performed in a very suboptimal way, even if they beat the numbers. As we saw the stocks with ge and honeywell after they reported better than expected numbers. If you dont own 3m, may i make a suggestion . Why not wait until after it reports. Next up, dupont. Its merging with another chemical company, dow chemical. That reports on thursday. Its not fashionable to tell people to hang on to a Company Stock after it announced a deal. This is not just any company run by just any ceo. Dupont is run by ed breed who created a monster amount of value wherever he worked this. Guy is one of the best ceos in america. His vision of creating three more focus companies out of the dow dupont combination two, companies breaks into three including the number one seed company in the world after the merger, should make you want to be in dupont before and after the deal. My Charitable Trust ahead of this deal owned dow chemical. Holding dew through the deal, too. This is a winner, a keeper. Lets talk about the toughest one, procter and gamble. Its a stock i told you i like. Its going to be the test case. Test case for the entire week. Weve been watching these old line consumer package good stocks. Theyve been getting clobbered across the board no matter what they report. Thats true with procter and gamble down from 83 to just under 81 yields 3. 3 . We need to see a proctor stock vulnerable after that decline. Heaven knows after that pace in kimberlyclark went through setting almost five points on a no more than mildly disappointing sales number even though i love the organic growth. We need to find out if this rotation is winding down. And this stock of this company is going to tell us. I will tell you on mad money that night if the rotation is over, out of growth into deep value. If it goes to 78, we will know rotations not done. After the bell tuesday, here we go. Lets get started. Apple. You know way think about apple it. Want you to open it and not trade it. But i like pretty much everyone else believe this quarter cant be that special because the new phones that came out this quarter while popular with china and the millennials may not be enough to move the earnings per share needle. However, i think you can see a continued positive ramp in Service Revenues and apple supporting the low valuation that you would associate with a deep cyclical, with a classic value stock, not a growth stock. Guess what . This markets lapping up those deep cyclicals. So i dont think the damage will be nearly as bad as i keep hearing about from analysts who cant shut up. This isnt microsoft and alphabet priced for perfection going into the quarter. Any declined will be cushioned which the buy back. The iphone 7 is coming out later this year and you need to think about that. I repeat, dont trade apple. Just own it. Which is what my trust has done for years. The one you all seem to like or at least cant stop asking about. Twitter. Yeah, they report tuesday, too. Thats a combo twitter and apple. Twitter, its down 25 for the year and the growth is uncertain. How do i grade the growth . How do you gauge it . By my own increase in twitter followers. Its been an amazing tale for twitters growth. My numbers have been growing at a snails pace. All i can say is if the correlation holds true and this quarter will be more of the same ugliness we saw in the previous three quarters. The house of pain. Close followers of this show know ive been following boeing for ages. Ive been concerned about the profitability of that 787 dreamliner. Im worried well get a decent line wednesday. People trade off of that because they are morons and will be disappointed by the makeup of the report. If you like aerospace, stick with ge. Ive got a tough one for you. What do i do with a stock of United Technologies when it reports the same time as boeing . Not that long ago honeywell attempted to merge with United Technologies which drove the stock up to 100. The strangest thing happened. It aint going to happen, jim. Thats right. Ceo greg hayes, famously came on squawk on the street and said the deal would never occur. After getting hit for a couple of days when the deal was shot down, this stock roared more than five points higher than where it was when the deal was first proposed. Thats insane unless hayes has tremendous numbers up his sleeve. I like utx a lot. If i want to own it, wait until after the close wednesday. Facebook. Trust owns facebook. Everyone knows its going to get clobbered. Everyone knew it would be clobbered today. It is priced for perfection. Thats a standard almost no company saves service now has been able to meet. Facebook is an easy call though. If the stock is still above 100 before it reports, if its around there, at 100, 102, im green lighting you to buy it ahead of the quarter. Its got to be in that sweet spot. Otherwise if the rotation out of high growth is still on, facebook is going to get banged down. Dont be buying it then have it banged down. Have it banged down then you buy it. Is there a pizza war going on in this country . Maybe around the world . Yum which owns pizza hut reported yesterday. People didnt like it. I kind of liked it. You know whats been going on since . Dominos stock has been blasted back 5. If i were the ceo of dominos, i would be breathing a sigh of relief has this stock has been way too hot to sustain its position at 140 ahead of any quarter other than an extraordinarily strong one. I dont know if its repeatable when we hear from dominos thursday. That last quarter was so fantastic. Mr. Doyle, i know its going to be a tough one to beat. Amazon. This is an amazon quarter where there is a ton of concern the company is accelerating spending beyond last quarter. Amazon stock clawed its way back to respectability. I dont think the big spending will be one off. I think you are going to see it again. Thats among the reasons why im worried about amazon stock going into the quarter. Even if amazon delivers a sweet number, it might not be enough. I say be careful. Finally fridays oil day. Exxon and chevron issue their numbers. These two have been among the best performers in the dow jones average for 2016. This might be a defining moment for the oil. I believe crude is headed to 50. When it gets there, we are going to get thrown back down by a plethora of american supply. If oil is near my price target, i would ring the register on these conservative oil giants before they report. Heres the bottom line. This market despises growth. As much as it loves value. While we are on the lookout for a tidal sea change, i wouldnt count seeing that change occur until we get further along through this miserable week of earnings season. I think we should take calls. I say we go to linda in my home state of new jersey. Linda caller hi, jim booyah. Thanks for taking my call. My pleasure. Caller my question is about emc. I own several hundred shares. I know that theres a pending dell takeover. Right. Caller i wanted to find out from you whether i should hold these till the takeover or should i sell it . No, no. Linda from my home state of new jersey youve won. Declare victory. Lets move on. Weve got a lot of stocks getting hammered here. I would rather have you, buy, buy, buy, than hold on to emc. Jim in maine. Caller hi. Thanks for taking my call. My pleasure. Caller my question is around in trexon. It took a nose dive yesterday. Do you know why it happened . There is an eightpart series going on. Im not going to mention it because its anonymous and i think thats wrong. I think the s. E. C. Shouldnt allow that kind of thing. Thats whats going on. Its a complete and utter slam job. I aint participating. Bill mueller who i regard as being one of the finest investors of our lifetime thinks a lot of xon. Dorothy in florida. Caller hi, jim. My husband and i love your show. And watch all the time. I was hoping to get your thoughts on bed bath and beyond since its now under 50 and down quite a lot over the last 18 months. Yeah, but you know what . I say about bed bath and beyond, surrender, dorothy. I think this company cannot necessarily report what i like because its spending so much money on the omni channel. Look at what nordstrom has done. They spent billions on it and cant beat amazon. These guys are beating amazon. I think its a value trap. I dont want you in bed bath and beyond other than to shop there. Its a blast. I get those coupons and i save 5. Thats how i got anyway, its a bargain, the store, not the stock. Get ready to see plenty of snap and wrong judgments next week. We are going to get a sea change evently. For now, remember, the market abhors growth and loves value. Is skechers hitting its stride . The company is running all over wall street today after sprinting past expectations. Can they keep up the pace . Im taking a lap with the man behind the brand. Turbulent times for transports. Can southwest start soaring again . Ill find out when i sit down with the ceo. Starbucks, getting hit today. This has consequences for more than these three big names. Im going to reveal the bigger picture. I have a suggestion, 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. When a growth stock stumbles, it can get annihilated which happened when skechers, president rapidly growing football wear Company Reported disappointing quarter in october. The Stock Plunged from 46 down to 31 in a single session. All the growth loving hedge funds gave up and assumed this story was finished. Skechers has a long history creating a lot of value for shareholders. Even though the stock is down 42 from the 52week high, its up 156 over the past two years. Skechers has come back with a vengeance. When i see this company reporting a Strong Quarter like last night, it makes me think many left skechers way too early. Company delivered a terrific 9 cents earning beat. Stellar 9. 8 samestores sales growth at their companyowned stores. This was indeed a tremendous quarter. From all the guidance was a little bit cautious, i think the stock roared 6 today. However, what really makes this stock attractive to me is its trading at less than 13 times next years earnings estimates. That makes skechers one of the cheapest Growth Stocks in this market. If it traded 20 times earnings, it would be inexpensive. Dont take it from me. Check in with the cfo and coo of skechers and find out more about the company and where its headed. Welcome back to mad money. Great to be here. We went from a story, a domestic story where you were going to be international to a story where i think the driver is clearly international. How pig can this company be given the fact youre just scratching the surface . Thats it. We are just scratching the surface. It could be monstrously big. We said we would get to 5 billion the next five years, i think well do it quicker than that. Theres a lot of runway around the world. In some places we are tiny with plenty of room to go. Lets talk about china. I thought it was remarkable more than 2 million. China, you are changing distribution there, do you need a Distribution Center for asia . You had to do one for europe. I think asia is going so fast its going to be something you have to do. We are going to have to do it probably in the next year or so. We are looking at it now to see how big we need to make it and where we should locate it to make it the most efficient. We will just like every place else. We like to be efficient and do everything efficiently. We are growing so quick and its such a big country, we have to do more work here. Do you think its time, given the fact you have so many performance issues, all of them on the table, this is going to be an olympic season for skechers . Yeah. Rebel young, he will do well. He will be the oldest american to compete in the olympics. It will show how good our performance foot wear works. Well continue to pass that. Our golf shoes are working well. We are excited about gogomat. Im showing it including a remarkable feeling at the bottom makes it more comfortable. This is the technological innovation i know kevin plank loves technology at under armour. I think this is radical. How is it selling . Its selling great. Comfort is in. That walking shoe walks very well. Its technology is sound, comfortable and it looks great. I see you are in dicks and dicks is a place where i regard being high performance. How is that going . Its going great. They are very happy, we are very happy. The shoes are showing well. They are growing well. Its moving along. Even our golf shoes are performing quite well to everybodys surprise. How about between retro retro and active work seems like concepts you could dominate. Retro we have to get our own. We are just a Young Company here. Retro is working for us. Our delights is working well. Our sport active is doing well. Weve grown about in every category and continue to do so. How come you have good numbers in russia . Because the stuff sells. Its all about product. Russia has come back very nicely. It was obviously difficult with ukraine. Ukraine sells very well now. They are coming back also. Its got a great brand identity there. Weve got a great partner in russia that does a lot of retail. They are resilient. The stuff is selling well there. I look at your endorsement fees. You have the guys you seem to pay the guys i love. One of my favorites is howie long. He is just a guy, did he tell you he loves them . Its a natural way people like skechers. Yeah. It works both ways. We have feelers out there we like people that like our brand. Howie is a superstar. Hes a great, a great image, a great identity. It works both ways. Social media still strong for you. It hasnt peaked at all . Not at all. We still have demi. She just shows very, very well. We keep moving along. We use every avenue available to get our manl and our product to the consumers. I saw new dsw. Is that the right place . Its one of the places. Like you said, we are in dsw, we are in dicks, in many places all over. We are in running stores. The plan has always been to be diversified and have product for everyone. Thats why we show well in all those places. I never understood the valuation. To me it should sell 20 times earnings. Once again, amazing quarter. I didnt ask about the cash or buyback. I love growth and thats what you give people. Thank you so much, david weinberg. Good to see you, sir. Thanks, jim. Its a cheap stock. I tell you its a cheap stock. People get frustrated. I never get frustrated with 166 gain over two years. Stay with cramer. This love affair with value over growth just wont quit. The move is breathtaking in both its love for the deep cyclicals and its hatred for the high fliers. Whats incredible is that it doesnt even seem to matter how bad the deep cyclicals are or how good the Growth Stocks are when they report. They are going in divergent directions. Southwest energy. Southwestern energy is a gas company, nothing special at all. I didnt think anything i liked in their Earnings Report this morning. Nothing. It paid so much for the it a the top for natural gas assets from a shrewd chesapeake. Maybe it had a little bump here because of storms that shut down texas capacity. Southwestern is surviving the down turn fairly well. Better than we thought a few months ago. If thats the case, the market is plaping up its own survival. Swn survival gave its stock an astounding 15 rally. We are in a come onecome all situation right now. Where the pin action from southwestern impacts everything from other natural gas stocks that was roaring toed oil and gas partnerships. Mlps are on fire. A drilling stock is up more than 2 from the 57 million shares it placed a week ago. What a home run. At this pace with oil up again, down nearly 44 because of increased demand from china, we are going to start seeing takeovers of oil and Gas Companies before their stocks get so far ahead that you cant merge with them. You know what . It is time for those who have capital to step up and buy the companies that can make money at 35 a barrel, still have stocks well off their highs. There are a couple of choice candidates. We worked on that this weekend. You were out having fun, ill be going over the oil documents. Ill come in next week with a better state of mind attitude. What represents deep value . How about the banks . You would think they would have quit already after rallying hard since they reported. They were supposed to be such bowwows, this morning suntrust gave a better than expected Earnings Report. 5 gain. Then the rails. You know the rails have been pummeled for ages. Coal, ag, chemicals, it didnt matter. They were going south. But first Union Pacific yesterday morning then Norfolk Southern gave you weaker revenues. They still made a ton of money. Remember that word i taught you earlier this week . Trough . How Union Pacific stock can increase 6 in two days and Norfolk Southern can jump 10 in a single session without being taken over. Just on earnings. How about Growth Companies . Doesnt matter how well or how poorly you did, your stock is most likely going down. I poured over that starbucks quarter from last night. My wife said why dont you go over to bed . No. Im looking over starbucks to figure out what i missed. Its not bad. It was solid. We wish we were allowed to buy some for action alerts. Com, my Charitable Trusts. Reports say visa gave you a down beat outlook. Its the same outlook as the last quarter. It is true microsoft did flag the material slowdown. That was a bummer quarter. The parent of google didnt make enough money in mobile to make up aggressive spending or outlandish numbers of new hires. I thought they would be more disciplined. It didnt matter anyway. Selling in good and bad Growth Stocks because theyve run so much this year. Bottom line, take it all in stride. The rotational bull market continues, this time with the deep cyclicals still the belle of the ball. These pendulums swing too far in the end. Momentum can keep this action happening as long as commodities continue to go higher. Oil string signals of wide demand. Especially china. We are in the first inning of that turn. I need to speaks to larry in washington. Caller booyah from washington state, jim. Pretty out there. Whats up . Caller Kinder Morgan. With oil prices on the rise, this is a good time to buy Kinder Morgan . I dont want to recommend Kinder Morgan because it slashes dividend. It is going to go higher because its the right spot. I would prefer if you want to own oil to own schlumberger or occidental. Both holdings in my Charitable Trust that i vetted and feel better about. Growth isnt working right now, people. Values on the move. It doesnt matter how well or poorly the Growth Stocks are doing. They are selling. Youve got to take it in stride. Much more mad money including my interview of the ceo of Southwest Airlines. These stocks are losing attitude and altitude. Can they keep climbing . I dont know. Well have to talk to the ceo. Anyone have an office job knows Conference Calls can be the worse. A company that said it found the solution. I think we should do calls rapid fire do. A special edition of the lightning round why. Not stick with cramer . You shouldnt have to go far to get the help youre looking for. Thats why at xfinity were opening up more stores closer to you. Where you can use all of our latest products and technology. And find out how to get the most out of your service. So when you get home, all you have to do is enjoy it. Were doing everything we can to give you the best experience possible. Because we should fit into your life. Not the other way around. In this market we are seeing lots of groups trade lock step with whole sectors being taken up and down all at once. There are still areas where individual stock picking does matter. Where individual companies are succeeding or falling by their own metrics. And one of those is the airlines. Many have done well. Some have done poorly. What is the hideous side declining continental yesterday and today . Some have done extremely well. Arguably the best in the group is best of breed Southwest Airlines. Symbol luv for home gamers. The Company Posted a fabulous quarter, up 4 cents earnings beat, higher than expected revenues. Southwest is practically printing money here. With 1. 2 billion in free cash flow. Granted some of the strength comes from lower jet fuel prices, some comes from adding new capacity. Not all of it. I think this is a bettermanaged airline. Im worried if everyone in the industry starts touting planes citing off a price war. For now the strategy is working for southwest. Theyve got the best Balance Sheet in the business. One of the lowest cost structures and returning ever more capital shareholders including a 500 million buyback in the latest quarter alone. No wonder the stock is up 10 yeartodate and up nearly 30 since we spoke to the ceo 11 months ago. Lets take a closer look with gary kelly, chairman and ceo of Southwest Airlines to look more about the quarter and the prospects. Welcome back to mad money. Hey, jim, great to be with you. Ive been speaking to almost all the airlines to the executives, and they are all saying its just a tough time. Its not that good. Its gist not as good as you thought it would be. Your company it is whats the difference between you and the other guys . S why are your revenues go great . Why do you have a return on investment that is the best ive seen in the airline in 30 years . You know, i just give all the credit to our people. They are the best in the business. We have very low cost. We offer great service. Its just a power house combination. We are coming off a year where we integrated an acquisition, airtran at the end of 2014. We are beginning to see really the full benefits of that. Our expansion out of Dallas Love Field has been absolutely phenomenal. Its all coming together. We dontharge bag fees, change fees, weve got a Great Advertising Campaign to support that. Weve got the nations best route and it works. Its just a power house combination. You came on the show 11 months ago. I told you i was worried about texas. I looked up the different routes you had in midland and i was worried about houston. You told me not to worry. On the Conference Call i hear bob jordan saying, houston looks fantastic. Midland looks fantastic. How is it possible that the most devastated area in this country looks fantastic . Well, for houston, i think they are much more diversified today than they were 30 years ago. Our business has held up extraordinarily well. I think the other points that bob and i were making yesterday about houston is that weve been able to establish a lot of momentum. We are bringing a lot of new things to the market. Weve opened up a new International Terminal. We added new international destinations. It just has created greater awareness for Southwest Airlines and the market. But even midland that you mentioned, interestingly enough, there is still a lot of activity going on in midland. Our business is very, very strong out there. Im glad, but obviously the results really show that we just benefited from strength across all of our system. Fortunately, the oil patch held up fine for us. There was something i think could help our viewers. There is a moment on the call where you talk about how, im going to quote you, you looked at bush airport in houston. You said you noticed that the fares were extraordinarily high, double in fact the airfares compared even at chicago. You regarded that as something you could take advantage of. Explain what happens when southwest sees an opportunity. Thanks for that question. Fares are high, we can come into a market, lower the fare substantially and it makes flying more affordable for people. And the u. S. Department of transportation called that the southwest effect. Well lower fares and traffic can increase 50 , double, triple what it was before. It just shows you the power of having lower fares. That what is we are doing in houston. You added 9. 2 capacity and typically you would not expect that the revenue was go up as much. How can you add so much capacity and not be worried more about price war . Well, you know what . 9. 2 is pretty aggressive in this environment. It was really what i was referring to earlier, sort of the culmination of integrating airtran, opening up Dallas Love Field, opening up an International Terminal in houston. All of those are a risk. What we try to do here in 2016 is slow down adding new and let the new things that we were adding in 2014 and 2015 give them time to mature. Really what youre seeing in 2016 is the year over year buildup. We are not actually adding a lot of new flights here in the First Quarter of 2016. Youre beginning to see the maturing of those previouslyadded markets. Im very proud of our people. I think theyve done a wonderful job. I would also give a lot of credit to our Advertising Campaign where we are pointing out to customers that southwest is really different. We dont nickel and dime you and you are boeing to get a great low fare and great service. I think thats had a powerful impact, as well. I hear periodically not a lot of plane for sale. Gasolines come down, jet fuel has come down to the point where it may not matter. Pilot shortage, too. Are there some constraints on naturally adding more planes from here . I think there are definitely constraints. There are constraints locally. Some airports are at capacity. I worry about constraints in the United States with the air Traffic Control system. Its very antiquated and it needs better through put. You can only build and sell so many airplanes at a time. In terms of pilots, i think clearly in the future there is going to be more and more of a concern about that. As it stands today, we have, we start this year with about 700 airplanes at Southwest Airlines. I think we have opportunities to grow that are unconstrained over time for as many as 500 more airplanes. Southwest is a Great Airline that has never had a furlough, never had a pay cut. As you pointed out yesterday, didnt lose money during the down turn. It is a pilots airline. We have pilots lining up out the door wanting to join Southwest Airlines. I think we are in good shape for a long, long time. Ive done a remarkable job, continuation of a very long history of great ceos who have done a great job. Sir, thank you so much for coming on mad money. Thank you, jim. Gary kelly, chairman and ceo of Southwest Airlines. Best of breed. What can i say . Qo e d8j8j8j it is time, it is time for the lightning round. Are you ready, skeedaddy . Its time for the lightning round. Brian in new jersey. Caller how you doing, booyah from fellow jersey resident and eagles fan. Im getting my garden state portfolio. There are some Great Companies in the state. P g food. No i used to be higher on it. Not when youve got stuff i see flying like a kellogg. We are not going to go there. B g was okay. Ive got better places. Judy in wisconsin. Judy. Caller hi there, mr. Jim. The stock i want to ask you about is called camaco. Uranium . Periodically people tell me to take another look at it. My conclusion is dont buy. Lisa in california. Caller im a student at a Community College in the San Francisco east bay. We have a project in our class. I need to evaluate three pulp and paper companies. I wanted to great your great insight on weyerhaeuser. Chesapeake energy . I think chesapeake is going to be able to make it. That doesnt mean i want to own it. That is the conclusion of the lightning round. We call it trough. The concept of trough is one i want to introduce you to tonight. The trough. I always like to default to someone who knows more than i do. Namely, tina turner. Tina who says we never knew nothing nice and easy, we always do it nice and rough. Weve seen the trough. Trough, trough. Thats what a trough is all about. Consider the cases of kellogg and smucker. Staff, a fork and a knife . Maybe im missing something. Maybe this is the way the british eat this. One at a time. Stop it. Stop it kellogg is focused on expanding in emerging markets which includes meow mix and milk bone. Yeah. All right. H hey, hey. Booyah stick with cramer. Forks wow, that was random. Random . No. Its all about understanding patterns. Like the mail guy at 3 12pm every day or jerry getting dumped every third tuesday. Jerry every third tuesday. We have Pattern Recognition Technology on any chart plus over 300 customizable studies to help you anticipate potential price movement. Theres no way to predict that. Td ameritrade. You wont see these folks they have businesses to run. They have passions to pursue. How do they avoid trips to the post office . Stamps. Com mail letters, ship packages, all the services of the post office right on your computer. Get a 4 week trial, plus 100 in extras including postage and a digital scale. Go to stamps. Com tv and never go to the post office again. Youto get the help yourefar looking for. Thats why at xfinity were opening up more stores closer to you. Where you can use all of our latest products and technology. And find out how to get the most out of your service. So when you get home, all you have to do is enjoy it. Were doing everything we can to give you the best experience possible. Because we should fit into your life. Not the other way around. If there is one area where Consumer Technology has far outpaced what generally gets used in a business setting, its communications. Anyone whos ever had to set up and dial onto a Conference Call knows its a huge pain in the neck. As for setting up Video Conferencing at the office, all i can say is, good luck. It can be an absolute nightmare. It shouldnt be all that difficult. Not in a world where anybody with an iphone can facetime a friend with the push of a button. Thats where High Five Inc comes in. We are always on the lookout with private companies with gamechanging technology. It simplified the process holding Video Conference with seamless equipment. Their platform consists of an allinone video and audio device anyone can set up, even me. It can be controlled by laptops, tablets and even your phone. For 169 a month you get a simple that is simple, secure and convenient. 300 year over year growth in its Customer Base since it was founded 18 months ago. Somebody is dragging Enterprise Communications into the 21st century. Earlier i got a chance to speak with the founder and ceo of highfive. Take a look. Video conferencing, somehow it just took off. Even a couple of years ago you felt like you needed touch. What changed that you could have one million call minutes per week for highfive . Theres a bunch of things that changed. One is that you see really big secular trends happening that are causing people to be more comfortable with video. Your new work force is all at an age now that grew up with video. They grew up with youtube and skype. All these people moved into the work force and people are looking for better ways to connect. The second thing you have going on you have all this data now in the cloud and so youre able to access your information wherever you are. Youve got connectivity wherever you go. Naturally people want to work from wherever they are. People are looking for ways to enable people to work from wherever they are. As a result, youre looking for ways to connect your people in better and better ways. As a result, video is one of the best tools that you can. Until recently, the technology has been unaffordable, out of reach. And not great. And not great. Felt like in the movies would you seem like the president would pop on and it would be great. Then in actual reality, it never felt good. Thats the problem. Until recently, weve been using 1990s technology to deploy video across your companies. What is the difference between highfive i say that because polycoms got it, we like cisco. These are established companies. How can highfive disrupt everything . Most innovation starts at bottom and works its way up. Polycom got bought for 2 billion. Would you take 2 billion for highfive . I think we could do a shy bit better. What is interesting, these are very big markets. Everyone has to communicate. Thats the space we are in. The challenge is Companies Like cisco and polycom are selling 1990s technology today. Even cisco . Well ask them. They might disagree with us. Weve got 1,500 customers now. When we look at what they are looking for, they are looking for lighter, faster, more affordable and a system you can deploy more broadly across the organizations. What cisco and polycom are selling are technology for fortune 500 executives. What highfive created is something that allows you to deploy video as cross your entire company, every meeting room, every person with a combination of a cloudenabled system. Ive got a cell phone. Am i looking at everyone, boxes . How does it work . We customize a ui for whatever device youre using. If you are using a tv, you have multiple video feeds up on your screen. If you are on a mobile device, there is not room so we customize that down to the feed of the person talking. On your laptop or desktop we see the experience customized. We do the right thing. How about security . Maybe i can crack into this Video Conferencing . Its one of the reasons why there is a huge opportunity and we are seeing a lot of growth here. Ive got these super highend systems from cisco and polycom, but youve got skype and Google Hangouts but they dont offer the security, administration and manageability capabilities you need. Its a solution that works for companies of any size. Its affordable and it gives you what polycom and cisco and Companies Ask you to spend tens if not hundreds of thousands of dollars at 1 10 the cost. I always see these boxes that mean i spent money for my wife. Rulala is in the fashion space. They are fantastic. We are big fans of rulala service. We deployed highfive across their organization. They are using highfive to connect their Company Culture and create an environment that allows people to communicate better than they can with old legacy technology. I like the disruption capabilities. This is a new technology. Its a private company with one very exciting product. Stay with cramer. One of millions of orders on this companys servers. Accessible by thousands of suppliers and employees globally. But with Cyber Threats on the rise, marys data could be under attack. With the help of the at t network, a network that senses and mitigates Cyber Threats, their Critical Data is safer than ever. Giving them the agility to be open secure. 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I like to say theres a bull market somewhere i promise to find it for you right here on mad money. Im jim cramer. Ill see you monday narrator in this episode of american greed. Safe money specialist paul kruse stealing his clients life savings. He was arrogant, he was greedy, and he was evil. Narrator money starts flowing. 400,000 in, 400,000 out. Narrator and kruse lives large. He was dating an exotic dancer and actually was paying for breast augmentation out of these peoples hardearned money. Narrator his assistant says he makes an indecent proposal to her teenage daughter. Ill buy you a bmw if you would show me your boobs. Narrator and shes left with only one choice. Taking his ass out. You want me to put that more mildly . Id rather not. Narrator
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