google. >> i thought the visa quarter was good enough. the stock sold enough. i think you can buy it right here. >> i'm melissa lee. thanks for watching. "mad money" with jim cramer starts right now. monday. in the meantime "mad money" with jim cramer starts right now. my miss is simple -- to make you money. i'm here to level the playing field for all investors, there's always a bull market somewhere. i promise to help you find it. "mad money" starts now. hey i'm cramer. welcome to "mad money." welcome to cramerica. other people want to may friends, i want to make you money. my job is in the hospital to enterta entertain, b ♪ everybody gives up to easily. they get disgusted, they get
fearful, so they dump stocks furiously, and then they rotate into another group deemed safe for the moment, which is mow you get a move like we had for today. the dow gaining 125 points, s&p climbing 5% mass wholesale changes in what's loved and what's hated. just a few days ago everyone gave up on the industrials. the signature reason i'd say was the decline in the railroads. they move the commerce. if the rails are weak, then the ships must be weak, too. then a couple days later we get a good number from 3m on top of a very positive quarter, some health relates from united technologies. all these companies' sales and earnings were supposed to be crushed by the strong dollar and weak orders. this morning even caterpillar reports a quarter that's not as horrible as people thought, including the analysts from goldman sachs.
and the industrials become market darling again. money is now pouring into them. the group just got too hated. i think this sea change gives us a bottom to buy, and more morn honeywell as former reported of what i thought was the first of good numbers. honeywell could become mighty attractive. airbus is laying some big orders. or consider not too long ago that apparel was miserable. all those stocks were hammered mercilessly. then there's the curious case of underarmour when an ammist over at morgan stanley slapped a sell on the stock, scaring the dickens out of the everyone. i told people you never made a dime betting against kevin plank, which has a particular set of skills. sure new underarmour shot the
lights out, sending the stock up a magnificent 22.5% in one day. >> that was easy. the negative analyst was too focused on the discounting, and totally missed the amaze growth of connected fitness, we know the long knives are out now for apple, because the company is viewed as being all about the iphone, many people now worry the cell phone business has peaked, but i say look at the beautiful stream of service revenues from the installed base of 1 billion active devices. what else? a week aceverybody gave up on anything oil related. the next thing oil rallyings seven straight bucks, a remarkable move, as one serve is details dramatic cutbackses. no and even core labs, talking about how 2016 has to be a
bottom. people aren't drilling. of course at the same time clarification that oil is not like iron or tin or copper or steel. global usage is actually up, not down, including china. next thing you know the whole group is on fire. whether or not you think this move makes sense, you're getting much better prices to sell the oils and the limited partnerships. >> now along comes another group that's being obliterated. all of a sudden, one of the favorites in this marketplace, health care. anything health care related. it doesn't matter. many investors have been hiding because of political issues and a couple missed quarters just throwing all of them away, and instead deciding to hide in the consumer peekaged goods stock.
and even left for dead kimberly-clark. why don't we go over why this might be. first the leading presidential candidates bashing the entire health care systems while the republicans as a whole will largely avoid any discussion of pharmaceutical pricing. donald trump is on record ultimatee the ultimate an@ma to oil companies. he goods to -- even though trump is not coming to the republican debate tonight, there's many on wall street fear he'll stake out this ground again. it happens to be the one issue that trump, hillary clinton and bernie sanders all agree on, meaning all the front-runners are in favor of the government negotiating with drug companies for lower prices. putting aside the fact i doubt any president could pull this off, considering big pharma has so many friends in congress, let's say the rhetoric is bat for the industry, as well as president clinton, even as he
ultimately failed just miserably to get his health plan through congress. it was an amazing generational buying opportunity. it's true that every other developed country bargains with farm soot call, so you can understand. the fear is that they might remain weak under the election, so don't even bother own them. just get out now. i acknowledge that fear. would it be so terrible to think longer term, maybe do a small amount of buying? this might be a repeat of the '90s move as democrats tried to beat pharma and failed. i was trading those days, and remember wow, what an opportunity, but i too was scared. it paid off. i'm not trying to call the bottom in health care, though you may have to be willing to take more political pan before
you make economic gain. finally there was the multiple day give up in f.a.n.g., baas people feared they were overloved, then facebook delivers an amazing number last night and all is forgiving and the money comes scorching back. this outperformance would end is what looked like a subpar number from amazon, the "a" in f.a.n.g. although you have tore enamored with the beautiful numbers from non-f.a.n.g. members s. the chip company and microsoft. mr. softy ceo, just aspa, listen to me, don't question and bite an nba team, unless it's the miserable 76ers here's the bottom lie irp lin. i think it's fair to say we have
panic mixed in with ownership, because so many portfolio manager rotated into the safe health care stocks, but it seems the better bet is to buy the best at what's being thrown away in stages, not all at once, because you never know when the new rotation is going to end. nevertheless as tim cook said in the terrific but incredibilitily scored conference call, this too shall pass. let's take calls. let's go to adam in delaware. adam. >> caller: hello, mr. cramer. adam from delaware. >> how are you doing? >> caller: fantastic. thank you for everything you do and i said your opinion on my strategy with ford. >> ford is overdone. i know a lot of people think the sector is peaking, but this is getting ridiculous.
and 11, i don't know, put it away, i think you'll be fine. rocco in oklahoma. >> jim, boo-yah. boo-yah, chief, what's up? i just wanted to know what you thought about all the earnings. the. >> we don't buy chinese stocks on this show? why? all that the market cements to do is go down. we don't want to touch it. let's stay more conservative s let's stay smart. jim. >> caller: i'm wonder if i should have unloaded it for -- >> at&t is fine. i went through the quarter, it's fine, just not as good as vising. generationally we like verizon for the older folks and t-mobile with john ledger for the younger people who want to take on the -- and play some sort of
drinking game. let's go to alex in new york. >> caller: jim, question question, due to solar city, 8% gains, do you think it would keep going up? >> i hot it does. because people can sell sell sell and go go into the legitimate similar play that we like to which so "mad money." your rotation alert, this is what you get when you have a panic mixed in with older ownership in the health care sector. buy the best of what you being throw away, but only in stages. "mad money" tonight, i'm celebrating throwback thursday and disgusting off my infame otherwise iran that the fed may not know nothing about what's going to happen. and we're in the midst of the earnings season, but dare i say we've already seen the single best quarter of the year? that's just ahead. and from a tech 127d, no one
find out who really has the lowest. then click to buy. hey guys...want me to come along? >>no!!!! gotta respect the truth. compare.com. saving humanity from high insurance rates. memo to the members of the federal reserve -- did you listen to any of the conference calls from major industrial companies based here that we got this week before you foolishly refused to take a march rate hike off the table yesterday? [ booing ] >> did you pay any attention to what the executives said in davos about the sudden weakening in the world economy after the december rate hike? [ buzzer ] have you heard what
companies like apple, boeing, 3m and dupont have to say about the immense troubles they're having in part behalfer rant moves and discordant stapes about four hikes in 2016? you really ought to lynn to what they have to say. if you do, you'll regret raising rates last month in the name of inflation, because there is no inflation. all the fed has done is sacrifice american jobs. they just don't know it yet. after yesterday's announcement it's clear they haven't been living to what main street -- not wall street, but what main street has to say. it caused a spike around the globe, putting our companies at a shocking disadvantage the stronger dollar wouldn't matter that much, but the relation of the world is slows so fast it's
almost as if the fed is say we need an additional tavern in these world with the own currency debasement to make it even hard for american companies to do business overseas. that's right. if the fed had doing nothing at all, many of our national companies would have seen some dlans, but the raid hike jacked up the dollar, especially the emerging mart currents sis we're only starting to feeted aftereffects. and our american workers, just consider the exact, that spent a tremendous amount of time going over this very issue. as proctor os cfo explain, it's a near-term reality that's
getting a significantly -- but they can't be managed with any real effectiveness. he continued -- when we talk about foreign exchange impacts we're sometimes asked why don't simply hedge these away? it's a very valid question, he says, something we look at internally, and with a different set of outside eyes every year as we prepare for our financial plan, end quote. muller goes on to detail how procter & gamble is basically help 1/2, with the deleterious effect on the bottom line. i quote -- a significant amount of our forward exposure is in currencies either nondeliverable or very difficult to head. the argentinian peso and the ukrainian currency are three examples. second, hedging is neither free nor cheap. occurrencely volatility, he says in itself increases in
significant ways this cost, so when you want it most, it becomes difficult to afford. final quote -- it solves nothing longer term. it also does nothing to help restore the margin structure of the business. it simply defers volatility. you have the same hit with the same margin impact you would have had had you not hedged. do you think the feds even get that stuff? maybe they don't understand it. then to sdplan the per nirks moves exacerbated by the fed, he walked through a typical transaction in a country where the freakin' strong dollar is killing them and where the currency is going haywire. he goes through what happens in argentine ooh. the argentine peso has been devalid by 30% to 40% very recently. that's crushed american companies. i love the way he explained what happened by examining the issue facing procter's core and very
important gillette business. first foreign exchange fluctuations increase the cost of peso denominated inputs. he says, i'm quoting -- we board gillette blades and mexico into argentina. why the cross ways between the two currencies increases the argentine cost of base. and secondly he points out there's a balance sheet revaluation. to consider this incredible value, he says while razored produced in mexico are moving through the customs pros in argentina, our argentinian business holds a pay object on the books. at the end of every convey payable and receivables are revalued. gains are loss from revalue waiting transactional balancing flow through the sg & a and are included in core earnings per share. i know that's hard, but this is an important accounting issue. the last nightmare -- income
statements subsidiaries that do not use the u.s. dollar as their functional currency are translated back to the u.s. dollars. all right. that's the gobbledygook, but how much do these issues hurt the raider blade business in argenti argentina. they are projected to be significant, and there's the numbers. 70 million, 50 million and 30 million after tax. this is 140 million after tax for the year because of the super freakin' strong dollar. holy cow. that's a real hit for any company right there. that's what the fed is aggravating when it raises rates, that incredibly difficult thicket for every u.s. company trying to business overseas. who's the biggest loser? you are. no question, the american worker, because like it or not procter has to find a way to make the numbers to beat those estimates in order to please the
shareholders who continually increaseivity dividend. if procter is going to get hurt as just described or enough foreign countries, then the company will have no choice but to slash costs, and those costs will largely be born on the backs of the workers in america. procter & gamble has always tried to reduce the cost of non-manufacturing overhead, and it's very much a part of the new economy. i think the fed looks at the business cycle in analog terms as gary cohen, the chief operating office of goldman sachs said veldly in davos, the real economy is growing -- digitization will be a big enabler of our overhead in manufacturing enrollment, cogs that do not impact reach -- do not impact frequently. in plain english, it's a heck of a loot easier to fire people
these days and not skip a beat when it comes to expanding sales. how does this show up? just take this impact from one industry advertising. last year we reduced the number of agencies by nearly 40% and cut agency spending by $370 million we're aiming for an additional of agency-related savings this year. that's jobs that are disappearing right before ourize because of this crazy super freaking strong dollar. it's not just procter & gamble. ic have been they the fed's current stance and its uncertainty is constantly enendering the opposite. as it is, like tim cook said, we're expensing, quote, extreme conditions unlike anything every experienced. does i leave any out? the next time you hear someone glibly asking how can a quarter
point rate hike really do any damage to the u.s. economy or even claim it's good for business, as some people have done on our air. i so go listen to the darn conference calls. ever company with significant foreign operations will look at home and find places to digitize, which is the new code for boosting product activity by using software, and firing people relentlessly. the bottom line, when you do the homework, you realize the world is in crisis. the only company that can do something about it is the united states, to deliberately slow our own economic growth. one question for the federal reserve. you're doing this in the name of what, exactly? let me know if you can einar tick late a reason. i notice i sure can't find any. sure it's a tough market, about you one company just reported the best story of the year. and avnet is causing some to
question the future of the tech sector. and looking for a play to keep the lights on? see if it could pay in a tough market. so don't you stick with cramer? these are the hands that plow the data, dig up clues, create opportunity, and weave messages that lead to sales. these are the hands of pitney bowes, the craftsmen of commerce.
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listening, please take more paternity leave, mark zuckerberg. the reporting came during the first month he took off to spend with his first daughter. let's hope he plans on having a very big familiar [ rimshot ] all kidding aside, the magnificent 15.5 run-up p. given this is one of the best quarters we've gotten from any company in ages. it ticked off every box that investors want to see. it was spectacular first facebook had r, acseg rating revenue growth, 66% on a constant currency base, a terrific ramp up. they're growing so rapidly that who even cares about the impact of the strong dollar. second, the company has no economic sensitivity whatsoever.
cfo told us -- we didn't see anything we could see broad will have based macroweakness, now mobile is more than 84% of the users that access the site. fourth, despite the hundreds of million of hours watching video, sheryl sandberg points out that advertisers have yet to catch up with consumer adoption. even though more than 2.5 billion companies currently advertise with facebook. sandberg says facebook is underindexed despite the tremendous return for advertisers, including a 20 times return for shop direct. that's the uk's second largest onlie retailer and facelift from halo 5, sandberg says these tell advertisers -- we want to be the
best dollar, the best euro, best yen, no doubt she means it. facebook doesn't need to buy back stock or -- investing in the business typically gives them an instant return, which is why i don't have to be wary of the increased expenses they show. in fact you probably want them to accelerate. facebook will spend ties what they do on instagram, what's app and messenger. and the company's going to spent three times what they currently do on artificial intelligence and virtual reality, because they expect the returns to be even more massive. six, it's entirely possible that messenger and whazapp could ultimately be as big at facebook and instagram. zuckerberg is so confident he waived the fees. they'll be monetized in stages
just lines instagram once they build a better using. the okay ululls arrive acquisition is about to explode, as facebook is targeting the xbox, playstays and wii yours on the there. sewell ea significant retch stream in the very near future. how did this all happen? how did facebook, which initially seemed to mobile unfriendly become seven a powerhouse for users and therefore advertisers? simp, as zuckerberg said on the call, and i quote -- i told all of our product teams as they come in for reviews, just come in with mobile. if you try to show me a desktop product, i'm going to kick you out. you have to come in and show me a mobile product, end quote. i love this quote -- crude leadership tactic is what led to that and allowed facebook to develop a great consumer experience. some things actually enhanced by
advertising based on the science and art of it. all these changes have created a stock fromming frommy frilltively expensive to be somewhat cheap at 10. it seems like they could earn 5.5 a share in 201. so here's the bottom lines. these changes you are howing get the best news story of the year, which is why facebook is the cheaper of high-growled f.a.n.g. cohort. i think it's a buy, though obviously i like it more if the stock goes lower, who knows, in oil goes down big, maybe it will get there. scott in texas, scott? >> caller: i'm an 1-year-old investor looking to take your job when i'm older. >> remember we don't care where something came from. that paypal quarter was a thing of beauty. when i hear people say ven-mo me away.
let's go to dennis in south carolina. dennis? >> caller: yeah, jim, stock i'm calling about is -- i sold my shares about three or four months ago. is it time to buy or not? >> i didn't like the thinds i heard. i'm going to say don't buy, don't buy zillow. tom? >> caller: boo-yah from the peach state. first time caller. palo alto networks has been in the house of pain lately. this week israel reported a major hack attack on their electrical authority, bringing cybersecurity back into focus. is now a good time to take a position in palo alto networks? >> the house of pain. >> those who are own it down 20%. palo alto is uniquely a high speculative stock. this is one of those cases i used to say -- i've got to see
the stock start going up, and telling me it's bottomed before i can push the stock. i don't want to hurt anybody. facebook's got the best news story of the year, if not the decade. it's somewhat cheap at these levels. who wouldn't want in on this monster. much more "mad money" ahead, including avnet. is this a back side for the overall tech sector? and thej american electric power, a stock asleep has been able to power high despite a tough market. i'm talking to the ceo to see if it can continue its rise, and tonight's very special edition of "the lightning round." so stick with cramer.
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temperature of the technology industry, i always say you should find out what's happening at avnet, a company i describe as the largest supermarket of -- electronic components, as well as being among the largest supplier of information technology hardware, software and services around the globe, so it matters that when avnet reported this morning a 3-cent earnings miss with substantial weaker than expected rebels, and even on a constant occurrencely basis that number would have been down, maybe it suggests more weakness from the super freaking dollar? or perhaps something else. heck week it change three cents. why does all of -- what does it mean? what does it mean for the whole tech secto? >> mr. matta, welcome back to "mad money." >> thank you. great to be back. >> this was a tough quarter. >> yeah. this is by your own admission,
you're basically in the conference call and in your statements, you said things didn't go as planned. why is that? >> jim, a miss is a miss, but we show up rain or shine. the three-cent miss, remember was in contrast to that sales miss that you talked about, recalling le a risen problem for us overall. we're very proud of the team that despite that revenue miss, we still expanded gross and operating margins, and the cost controls were really good. cash flow was as good as well. there were some silver linings, with you a miss is a miss. >> let's go over the silver linings. bright spots -- automotive and aerospace. i mention thinks, because some people are worried that aerospace is slowing down and ford, their stock went down. >> for us, jim, when it came to where the dislocation was, it really was concentrated in the americas, and it showed up in both the components and the
computer side. we phet there was a slowdown, by the way, the same time of indicators we thought were mirrored, and down in december in the u.s., so we felt we were pretty much tracking with that overall. on the computer side of our business, it was more about a disappointing quarter end, and some -- but some shrinkage in our storage system space as there's a transition going on between some of the latest technologies and some of the new up-and-coming platform technologies. >> is there any changes. >> we did refer to the first three weeks of january we had a nicely positive book-to-build transition. we were 0.98 for q2. we don't want to overplay that, but it's certainly better to see a positive book to till rather than a negative. >> i'm a huge believers of the be ned and there's more
connection, more devices, just over time everything is getting more digitized. is it just a hiccup? or maybe this is not the greatest trend that i know i've been playing up on "mad money" for a long time. >> jim, there are multiple transitions in play. i think you've had previous guests that talk about the necessity, and we believe the internet of things, we believe in embedded, and we believe this transfer are all critically important to our future. so all seasons, we are finding ways to invest. remember, now, even with the shortfall in revenues we were able to expand that. can you imagine if we get growth back and still maintain that disciplined cost control? always trying to get ready for the next up cycle. >> and keep buying back stocks. >> that's right. that's right. we've been very disciplined about this, jim. i think we talk about it each and every quarter.
with the pullback, i think one of the reasons there was a more muted response to the equity, we're down 7%, just based on the general market malaise that's happened overall. we've been making sure that we're taking opportunity during this pullback to invest more aggressively. >> one last quick. two years ago when we were talking, three years ago, four years ago, we always talked about how europe was bad, but the united states saved things. it does seem it's kind of reversed this quarter. >> jim, this is a trend we have talked about the last few quarters, our business in local currency continues to have positive organic growth and not only led by our opponents another team over ten quarters, we also have the recovery story in our computer big that's four quarters strong and growing, and i still believe there's a bit of underestimation as to how strong the overall underlying european industrial economy is. >> it's been a great buy every
it is time for the lightning round. an then the lightning round is over. are you ready, skee-daddy? it's time for "the lightning round." alan big by boo-yah from philly. >> let's go for geno's and have a cheesesteak. t-mobile? >> i'm a buyer, because i think judge ledger is super. i haven't seen him on the show lately, though, jordan? >> caller: hi, cramer, what do you think of beck continue dickinson. >> i always like it, but i'm going to raise you with, i think, baxter.
why? because mr. al media? he ade nose taken over baxter. he's fabulous. xander in louisiana, xander? >> caller: boo-yah, cramer. hope you're having a good day. i6r7 >> what was the stock? alumina? i too connected with biotech. buy slowly as the stock comes down, but the charters hate the stock. don't be aggressive. michael in new york? >> caller: cramer, boo-yah. i own jd.com. >> i can't help you there. we're not recommending any stock from china. no way no how. adam in new jersey. >> caller: by boo-yah from new jersey, buy, sell or hold
novavax? >> it's getting crazy, frankly. i know they're all for sale, but longer term. how about go to david in new york? >> david. >> caller: the stock that's making new lows ibb. >> celgene, here's the problem, they were very conservative about revenue, the number one drug, i think it might catch a downgrade or too. i'm not backing amp. i think this stock could go to the low 90s, because that group is under such pressure. nobody wants it. keith in florida? >> caller: boo yak. stock opk. >> this is another one that's speculative. all the air comes out of it. i am a believer, but understand these stocks are all part of that health care complex that
suddenly everyone hates so much. john in florida. >> caller: hi, j.p. boo-yah. >> my stock is cbm. the question is, is it oversold? >> again this is an arms dealer for the life sciences industry. and no one is -- let's wait until it comes in, we see if we get a bounce and then maybe a bottom. not yet. that, ladies and gentlemen is the conclusion of "the lightning round." the lightning round is sponsored by -- it was always just a hobby. something you did for fun. until the day it became something much more. and that is why you invest. the best returns aren't just measured in dollars. ♪
for those of you who are worried that we could be headed into a serious slowdown, thanks in part to the il-advised policies of the federal reserve, why not start getting comfortable with a group that's totally domestic. i'm talking about you utilities. aep, owning the largest power transmission in the country, serving roughly 5 million customers in 11 states. with so many stocks down for 2016, i think it's worth pointing out they're giving you a nights 2% rally, it also pays a solid yield. it's moving aggressively toward the much more heavily reg layed slow and steady utility side of things s you can follow look with meyer charitabable trust a following our moves. they both came in slightly lower
than expected. management reaffirmed it's full-year guidance. 2.23%. show me another industry where you with miss on both of top and bottom lines. so let's take a closer like with nick acontends, the president, chairman and ceo, to hear more about the quarter and where the company is headed. welcome back to mumm mvp. great to be with you, jim. my charitable trust owns this, how is it possible that people might be disappointed in their earnings, yet they buy the stock. you know how unusual it is in this particular market. >> we came in two cents less, but you look at the year, the fourth quarter was the warmest quarter we've had in over 30 years, and when you look at the amount of load margin that was lost as a result, it cost us about 11 cents a share. so all in all, we raised guidance twois during 2015, and wound up the year firmly within
that guidian rain even with the 11 cent bogey. >> you're in so many difficult geographies, but oil and gas, which surprisingly, i don't know, maybe because it's -- really did okay for you. >> yeah, really is interesting. we're still seeing over 10% growth in oil and gas counties, and you have to sort of separate the production and exploration side of things versus the midstream activity as well. so in those counties, we're seeing over 10% growth still. the reason is because pipeline capacity is being built, optimization of existing fields are occurring. as well you continue to invest in those types of activity, so it really does contribute to compressor load and other things that are more electrical energy. >> so we know a wall street we're gripped by the federal reserve raising rates and trying to fidget out whether things are slow ugh down.
there are some things that have changed, right? >> absolutely. we're seeing primary metals drop because of the international global issues dealing with the economy, so we're seeing a slowdown there in the particular mining as well. we see those activities continue to slow down, and of course oil and gas new drilling activity has slowed down considerably as well. >> would you ever thing that giving some of these are so overstretched that if in were to reorder eye, maybe it would be time to actually buy natural gas, buy a company? >> well, we really, when you look at the exploration, the commodity itself, for us to buy something like that, we're really focused on being a premium regulated utility. we want to invest in
infrastructure that we need to invest in, as you had we're the lastest transmission provider in the country over an 11-state area. we have plenty of places to put our capital. we could take advantage of bon us appreciation, we have ready, willing and able capital to deploy to continue to optimize the grid. for us to be involve with fuel coming out of the ground, we take more risk, because typically if you hedge fuel, you wind up with a risky proposition when you have a fuel cost pass-through. that's why we typically don't get involved with that activity. >> let's just -- i like the regulated business, with nrg, they went all in trying to make money everywhere. explain why a regulated business will actually help them plan to different for a longer period of time than you might otherwise get? >> regulated companies, if you can make investments for the
long term, and this industry spends $110 billion a year, capital forecast is $5 billion a year for the next three years. when you spend that kind of capital for a long-term basis, you really want to see consistent recovery of the investments that you are making, and certainly a regulated utility allows you to do that. we're also branching in to purchase long-term purchase power arrangements around solar, microgrids, those types of activity, and as long as it's seen as was i regulated where we get that consistent recovery for the long-term investment, we can produce consistent quality and earnings growth as a result. and that's where we're targeting. >> that's exactly what the people who watch "mad money" want, and i appreciate it. good to see you, sir. >> thank you, jim. sometimes you don't want to hit it out of the park, you know why? because you can always strike out. you will not strike out with american electric power.
they're your customers, and as you strive to meet their digital expectations, they're enjoying more choice and greater power than ever before. at cognizant, we're helping the world's top global retail companies face the demands of today's digital economy by blending physical with digital to create more responsive, more rewarding retail models... ones that transcend channels and locations, anticipate expectations, and create new ways to engage consumers at every imaginable touch-point. it's a new day in retail, where a company's ability to influence a purchase decision is only as good as its digital model. together, we're reimagining the store of the future, and building customer loyalty. digital works for retail. let's talk about how digital works for your business. ♪ these are the hands that build the machines, the machines that sort, stack and seal.
these are the hands that keep private information private. these are the hands of pitney bowes, the craftsmen of commerce. these are the hands that dig for opportunity, identify patterns, and uncover risk. these are the hands of pitney bowes, the craftsmen of commerce. remember, everyone got excited about amazon, but amazon decides what it wants to show for earnings, sometimes it's disappointing and looks like it is tonight. microsoft, the stock should not good gone down. the business is very strong away from pcs. i always like to say there's a bull market interest, and i promise to try to find it for you here on "mad money." i'm jim cramer, and i will see you tomorrow.
>> tonight on the profit... i go inside sweet pete's, a confectionary shop whose candy-obsessed owner has created a huge variety of sweets. >> that's the caramel. >> that is good. but with a horrible location... part of location is having foot traffic. and i don't see that here. a partnership gone bad... >> i'm calling you out on your integrity. it's crap. >> and an outdated kitchen that won't allow him to keep up with demand... there is a limit to the output, and you're the limit. if i can't turn this business around... >> i don't see how i can go forward. >> sweet pete's will come to a bitter end. >> you guys misrepresent my integrity. >> no, i'm calling you out on-- >> i'm sorry. >> my name is marcus lemonis, and i fix failing businesses. >> we made $10,000 together. >> i make tough decisions... we'll change the recipes. >> i mean, that would be the last thing i'd want to do.