Calling the shots in this market. This week led to a close with the dow dipping 26 points, s p back sliding. 05 . While the stock s of the Fastes Growing Companies maintain their domination. But on a casebycase basis, theres still plenty to clear about with individual stocks, and if you relate it to social, mobile, cloud, Artificial Intelligence continues to get a boost. But anything related to physical bricks and mortar merchandising remains down. But nordstrom taking the market down again today, and even the a slowdown in its e commerce business. Throw in the fact that deutsch bank slapped an out right sell rating on General Electric and this whole thing has made us think that the market has qualms about selling by the enterprise and by the individual. I expect the same battle to play out again in next weeks earnings score card and you know what its going to start with . A Company Called trevago. Last week we sat down with the travel behemoth, its forecast, its forecast was regarded as downright downbeat and the stocks shot a quick 100 points. So we got to figure out which is right, expedia or price line, why dont question let trivago. Tuesday marks the beginning of next weeks reports. Out starts with the despot, home depot. Now in the midst of all the findings about bricks and Mortar Stores, home depot has been subsequently putting up tremendous numbers. I think home depot is going to be able to tell a pretty darn good story when it reports. You know i always encourage people to buy this stock, but not all at once, but home depot up here has become quite volatile. Why not pick up some monday and then after they report. I like Stanley Black and decker and they have made a series of incredibly positive acquisitions as of late. I think their tuesday analysts meeting is going to be positive. Especially if home depot parts the morning talking about how much theyre selling. This is one of the few retailers out there thats still building new stores, and theres tremendous demand or all priced goods. Others are closing storings and they have had particularly good numbers. If you own tgx in my travel trust, people know its one of my favorites. Ive been waiting for the huge breakouts that tgx will give us, out of all these bricks and Mortar Stores who are being sold. Theyll be selling stuff for even cheaper than you can get on amaz amazon. Its going to have a strong second half of the year, i think you need to get ahead of it tjx. A lot of people think its only a matter of time before target turns around. They feel emboldened because the stocks pay a 3. 4 yield. All of that didnt do too much good for the people who own kohls or macys. Im not going to sanction to buy them. Wednesday, we hear from sysco, theres been a lot of bailing of stock as of late. Some good ones have indeed being disappointing, then cyberark. My travel trust has own sysco for age achbnd were going to r it out. Switching gears, the president loves to tweet as we know. And one of his targets has been rexnor. It has recently moved jobs to mexico. Some Companies Want to take on amazon directly. You may think theyre foolish, most fail. But one with a Balance Sheet that reports without fail. Walmart will lay out the case, and i think could be compelling for why its bricks and Mortar Stores actually do help its boy i think its too early to tell, of course, but the stock after languishing for ages has become a big winner, up almost 10 for the year. Walmart in the end is bargain store, and dollar tree and costco and walmart. I am only recommending one chinese stock on this show and that stock is alibaba. I sat down with them, with management at cnbcs alpha conference and became convinced they have a very good handle on the competition. After the close thursday, we hear from two companies with red hot stocks and im talking about Applied Materials and salesforce. Applied materials makes materials used in semiconductors. I think the better way to put it is why shouldnt the semiconductor rally continue given all these devices that are coming out. As for sales force, it just keeps gaining here and i suspect an excellent quarter may be in the offing. Remember the stock does act on good quarters, so dont attempt to trade it. Just own it. I have seen it go up and down on the same bit of news. Friday we get results from deere. They could say things are loose in forrestry, or that they had no option but to refresh their position. Now whatever deere says with incredit lags, i believe stocks go higher again, unless they say theyre shutting the company down. Next theres foot locker, one of only two stores that has bucked negativity. I think that foot locker continues to work, why . Heres some insight, on the kohls conference call, management pointed out that both underarmor and nike were selling. That bodes well for foot locker, they sell all three. One of the rumored names is campbells soup, i dont expect the street to be broken with the coming reports, but i also think they wouldnt cotton to a kraft heinz takeover bid. But it may be a foolser rand. This honey well analyst meeting, remember, recently third point the hedge fund took aim at ho y honeywehone honeywell. I think that when earnings are finished, maybe wall street will start focussing on washington again. Right now the only thing they can focus on is the numbers, and when we talk about wtwitter, it they get take on the the woodshed or even go straight into the chipper shredder. Caller jim, looking at lockheedmartin, you couldnt ask for more. We still got isis and the crazy guy with crazy hair, should i keep or sell . You hold on to lockheedmart lockheedmartin, i like the situation. We need to go to elliott. Caller hi, jim, i was wondering if proctor and gamble is a good buy or hold stock . I would have normally said yes, but after silting down with paul pullman yesterday from unilever, i cant. I have to say that you know any lever you need, not proctor. Lets go to joe in washington. Joe . Caller booyah from seattle, cramer. Whats going on . Caller thanks for taking my call and thanks for all the great advise you give us home gamers. I currently hold a position in credit suisse, do you reck mechmend that i take the cash or the stock. I like credit suisse, i even like deutsch bank. But its all about the numbers. For now, at least, until washington is focused and is the focus again. On mad money tonight, after a tough go of it in 2016, pablo software has run up more than 40 this year, can they continue to paint a pretty picture in then the fabulous mark cuban just said facebook, amazon, netflix and google, a group that makes up more than 2 trillion of market cap adds value. Im investigating. And electricity and water generally arent considered a good combination. I sit down with the ceo of the industrial plan pentair to see what could happen. [vo] when it comes to investing, looking from a fresh perspective can make all the difference. It can provide what we call an unlock a realization that often reveals a better path forward. At wells fargo, its our expertise in finding this kind of insight that has lead us to become one of the largest investment and Wealth Management firms in the country. Discover how we can help find your unlock. We cut the price of trades to give investors even more value. And at 4. 95, you can trade with a clear advantage. Fidelity, where smarter investors will always be. And at 4. 95, you can trade with a clear advantage. Welcome to holiday inn whether for big meetings or little getaways, there are always smiles ahead at holiday inn. A used ca for years, centurylink has been promising fast internet to small businesses. But for many businesses, its out of reach. Why promise something you cant deliver . Comcast business is different. We deliver superfast internet with speeds of 250 megabits per second across our entire network, to more companies, in more locations, than centurylink. We do business where you do business. When a red hot growth stock loses its mojo, it can take years before it hits its bottom and starts climbing again. It looks Like Tableau Software may have actually turned things around. Tableau became public in 2013, and for a couple of hours the stock hit a new high. But then this company ran go what i believe is the bain of profitable, increasing competition. Tableau stock got annihilated, after the Company Reported a huge short fall. Fast forward and tableau has been working its way higher again, and that includes a nearly 45 run just since the beginning of 2013. The company has a new ceo, that comes from amazons red hot web services unit. Im very interested in finding out if this come back is for real. So lets dig deeper, with tableaus ceo, with more on how its companys doing. Welcome to mad money. Thanks, jim, its crate to be with you, thanks for having me. This is a great opportunity, sir, because i was shattered when the big decline occurred and over and over again i kept saying, these guys are saying is business has gotten much tougher, has business gotten easier, has rain shower product gotten easier or is it just your execution . Theres a huge need for Analytics Platforms in the market. Theres more and more data being created every month and every year. And tableau has built the best platform in the world and customers are adopting it. Thats the biggest factor behind our optimism. What i want to talk is talk what you do with the Baseball Team the ranger es and what are they using you for . The rangers had a whole bunch of disjointed da eed data, not able to share it with anybody else. With tableau, everybody can pull from the same data sources, can share their data, they have full tracking of whos at the ballpark what, theyre buying at the booiallpark, whos happenin with operations, how many ticket booth staff they immediate and how long it is before opening pitch. So its a really great story with the rangers. So when theres a rain delay, theyre seeing what people are doing with a rain delay, and what goes on, that type of thing . Exactly. What were really about is helping people see and understand data and then eventually taking action based on that. They are actually able to release ticket cashiers and safe operating costs when they havere nhave theyre not going to be foreman hired, you thats a stable but solid company. Brown foreman is actually one of our most recent big enterprise wide licensing deals, they have quickly ramped up to using more than 1,000 people within brown foreman and theyre really using us across the country, from optimizing their plant, to making price decisions to using tableau to analyze sales and Marketing Campaigns and in addition to their cio is a big reason theyre yooirzing tableau, offering companies to pair as they go, in short increments of time. Our viewers are familiar with adobe and sales force, when a lot soft times people are confused. We were like we loved adobe when they switched. A dollar up front is not going to be a dollar, it will be like. 42 cents, we have to look at what, billings . Whats the best way to view your products . I thinkbiggest thing were shooting for right now is to pivot our customers. It enables them to pay in shorter krin increments of tile. And to make their deployments go up and down over time as their businesses warrant. So were really trying to push the subscription, in the latest quarter, were up to 26 of our new license bookings, for subscription, and thats going to be a really critical method going forward. Amazon, we revere it. How is the transition going . Its been a lot of fun, im just so excited and pumped up to be working with this great tableau team. I love that mission, i have always wanted to work with places that are trying to change their part of the world, wherever it is. And we really believe we can make the world a better understood place through data and were out to understand exactly what customers need and deliver that value and we have birth t built the best platform for analyt analytics. Thats tableaus ceo, great to see you, thank you, sir. Thank you. If tableaus back, they are a Great Company and they have a great ceo. Stay with cramer. When this bell rings. It starts a chain reaction. Thats heard throughout the connected business world. At t Network Security helps protect business, from the largest Financial Markets to the smallest transactions, by sensing cyberattacks in near real time and automatically deploying countermeasures. Keeping the world of business connected and protected. Thats the power of and. What are you doing . Getting your quarter back. Fountains dont earn interest, david. You know i work at ally. I was being romantic. You know what i find romantic . A robust annual percentage yield thats what i find romantic. This is literally throwing your money away. I think its over there. That way . Yeah, a little further up. What year was that quarter . What year is that one . 98 thats the one. You got it nothing stops us from doing right by our customers. Ally. Do it right. Lets get out of that water. When legendary investor mark cuban says something i listen, especially if he says something bullish, hes usually an informed skeptic, so i was blown away when cuban came on mad money, and he said it bothered him when amazon, facebook and apple now has 2 trillion in capitalization. They were all undervalued. Holy cow. What was cubans reasoning . Its simple, its all about what these companies can do with Machine Learning and art firm intelligence. Mark cuban comes and i quote, i need to retrain my brain because i want to see the business operation. Cuban sees how powerful these tools are, and unfortunately with fewer people. His larger position . Amazon, as he said yes yesterday its the ultimate ai company, its the ultimate start up. They use it better than anybody, when amazon talks about opening up grocery stores, its not because they want to sell groceries in stores. Its like bookstores, they want to know what you need before you need it so they can deliver it to your door in anticipation. At one point, nordstrom was the finest hmerchant in the lan. If you got it wrong, they had a legendary return policy. But last night you found out that nordstrom doesnt know nearly as much about you as they thought they knew. Theyre still trying to leverage their brick and mortar flagship stores, but they may only be going the way of the dodo. Yes, they did make the point that their nordstrom name sake stores are its not like millennials are going to change their shopping patterns, but there will simply be more young people who search their apple or smart phones. At one point during the call, i actually felt bad for the nordstrom brothers where they saw patterns that a rack store tended to lead to a migration to a full priced store. They can probably predict exactly what age, what gender, who can go through what stores, how much time they spend. Their advantage is so enormous its almost unfair. I have always felt that nordstrom has been fighting its cross town in seattle, now i think its both arms. As for the others. Im totally on board with fa cuban by facebook and theers. Instagram now looks to be the reason why snap failed to produce the robust revenue. Alphabet, the parents of google has more Artificial Intelligence going for it than any other company than amazon. Its cheap on the numbers and while cuban apple you want to own it not trade it. All in all, youre competing against a company that has deep Machine Learning and you do not have Artificial Intelligence going for you . The forecast will be in the vernacular of mr. D. Pain. Caller my question is on twlo, is it a buy, wait or what . We talked to mr. Lawson last week, he bought 10,000 shares, i know you say thats not much of a excommitment. I do feel that the store is losing a lot of that uber traffic that it had. And it has a decent buy. And you like to see everything go right. But thats not always what happens in a bull market. Caller hey, jim, thanks for the show. Hey, jim, what do you think about applied materialed . Its going to be a great seasoning for Applied Materials. I say amat is good. Theres nothing artificial about fanning. Why would you bet against them . Now much more mad money ahead, breaking up might be hard, but pentair might be easy. What would you expect from that 12. 5 billion investment player. Im sitting down with the ceo of a company you may not know called masimo. And of course all your calls in tonights edition of the lightning round and a look back at the week that was, so stick with cramer. Who wants a donut . It use to be everyone had to be in the office. We lacked the technology to be flexible and productive. Then cdw orchestrated a collaboration solution for us. Using the lenovo x1 carbon. Powered by intel core processor technology. Now we can access our network and Work Together from anywhere. Hey hey everybody. You coming back for the Team Building . Mobility by lenovo. No . It orchestration by cdw. We like a good breakup story here on mad money, only because im a hopeless cynic. When an overcompensated company splits up, it creates value for the shareholders. We heard that pentair told us its breaking itself up into two separate companies, pentair is going to keep all of its Water Quality and fluid handing products, which will get the companys legacy and closure fasting systems and Heat Management technologies to help Companies Control their energy costs and protect them. This separation is expected to happen sometime in 2017. And look, this is just the latest in penalty air its it was telling its controls for 3. 3. 15 billion. Lets see a closer look with randy hogan. Hes the ceo of pentair. These two companies i think will be how do they come about . I expect it it really well earlier. We at pentair have done a number of transitions, you will recall five years ago, it actually became now a British Company and now we have an advantage structure, we ahead great positions and were complex. And when the oil and gas problems happened and the downturn in the markets, that really hit our balance and controls business hard and we