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tv   Mad Money  CNBC  May 11, 2017 6:00pm-7:01pm EDT

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certain things through television that age group we had over the last 20 years and our demographics have really shown it. >> definitely. >> and it could be another 50,000 shows. wayne make you money. my mission is simple, to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere, and 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 make friends. i'm just trying to make you some money. my job is not just to entertain but to educate and teach. so call me at 1-800-743-cnbc or tweet me @jimcramer. the darned kids, the darned kids, they grew up.
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one minute you're yelling at them to get off their loins and then they're taking over the world. i like them back home and you're yelling at them. that's what happened today. dow dipping 24 points and s&p dipping and there are changes underneath. they are about the millennials. what do i mean when i say the kids are taking over? there's a group of consumers that simply don't behave like any other. i'm talking about these millennials. many of the people who run companies these days, they have not a clue what the younger generation is up to or what they think is right or how they're different from their parents. these millennials frankly, might as well be aliens! clever, tricky aliens who aren't bound by any of the traditional ways most people believe. even if you can think like the
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millennial, it may not matter because of structural issues that prevent you from making changes at your company to please them. you may see the train coming but you can't do anything about it if you're tied to the tracks. every time we think that some of these old dogs have learned new tricks, the dogs get eviscerated. as the tricks change once again, case in point, macy's. this morning, macy's poinltsd to truly hideous earnings missing everything from the stores to the sales and what went wrong? you know what? i don't need to put any spin on interest. i will let jeffrey jeanette the new ceo tell you from his conference call. these are unusual challenging times for retail especially mall-based department stores and we know these changes are secular and not cyclical meaning
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these shifts in human behavior aren't going to change with the times or economy. then gennette says, we see continuous shifts in shopping trends driven by the rapid adoption of technology and for some of our customer segments greater emphasis on value and experience. we talk about that a lot on our show. he continues as for the retail industry overall we've known for some time the united states is overretailed compared to other markets so it's not surprising to see the contraction in retail square footage and take some time to tell how the consolidation and closure of some brands impact us. ouch. let's take these one at a time. the rapid adoption of technology refers to the smartphone and how imempowers millennial customers who don't want to waste time shopping before they do home work at the mall.
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they go to google or amazon and contrast and go to the store having a sale and nowhere else in that mall or just buy from amazon if they're too busy or don't have a car. many of these kids don't drive, they have uber. sometimes they don't get off their duffs because they're too busy multi-tasking, watching netflix or order a domino's pizza and crack open a beer or just bark at alexa and it arrives the next day. soon they yell at alexa to get the best value for an item and she'll search and learn it the next day. that's called deep learnia and a stock will make that possible in a couple years with its fabulous chips. that's why we like the stocks of apple, and many others so much. you can substitute electronic arts and interactive because all the of them benefit in a similar
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trend. in this new world the brick and mortar store is a negative value. the only reason the retailer wants to be attentive to not only sell you what you want but what you didn't buy in the store. if you're ordering or picking it up rather than making a beeline for what you want and making an impulse purchase, the idea of being a mall-based retailer is lost. as more and more kids grow up and become the kind of consumer i'm talking about. profitable stores become unprofitable and so on. can macy's offer s ts the expere millennials say they want? i don't know. i see at lot of things on racked with crooked sales signs. they want something to be memorialized on their instagram
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page. they don't want that on social media judging from the users at snap they aren't using snapchat and macy's either. if macy's were the last man standing that would be one thing. the fact is we have had 4,000 stores close already we have six times as many -- as much retail space we need. the overstoring is totally wrong at a time technology reigns supreme. the only real winners who buy goods that are closing. tjx, burlington stores and others. no traditional retailer like a macy's can possibly keep up with that headlong change even if they had time to think about it as was the case with macy's that saw transformation coming but couldn't adjust. it was like the polish army in world war ii. it tried to field cavalry with
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german tanks and did not end well. what else have we seen change in, television. i know there is talk about the cordless cutters, this is the shout-out to cord nevers. we heard on disney's conference call that got worried. a cord never is someone who will never look at traditional advertising. you can only meet them online. the cell phone has replaced the television as discussed by apple tim cook at cupertino last month. go to your apps and you can see them all. open your cell phone, tochdon't that. open your watch. there are plenty of companies that cater to facebook friendly experiences from six flags to david and busters and expedia
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and footlocker where they like to try on things in person. this is running roughshod over all consumer oriented entities. we learned from macy's it no longer matters if you see it coming, it runs you over anyway. how about rick in mysterious, please? >> jim, how you doing? >> i am good. how about you, rick. >> good. as for my question about valeant pharmaceuticals and leaving it at a bargain do you think the street will start loving this any time soon? >> it's hard to love all that debt. they should do an equity offer to reduce it. people shorted it and still in short position and have it covered because the down side is quantified. they rolled out their debt in a very responsible way, there's no maturations and the company can
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troll along and maybe they come up with new drugs that are big. right now i don't see any. i think it's either a good long or short. >> john in dunn edin. >> good to have you. >> caller: i haven't spoken to you in a while. i'd like your input on conk, glw? >> they have great technology. always proud to see those guys, a great well run family company in new york state. i think the stock is good, john. thank you for check ing. i miss you. how about tyson in my home state of pennsylvania. tyson. >> caller: boo-yah from pittsburgh, jim. thanks for taking my call. >> go pens. >> caller: go pens, baby. my grandfather is an everyday viewer of yours and tuned me into your show. thank you for the incite over the years. >> thank you. >> caller: my question is
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regarding synergy pharmaceuticals it has traded down since the lead drug in january. with all it's done higher a large experienced sales force and undergoing a review for patients suffering, do you see synergy as a buyout energy or attacking the market on their own? is this a good time to buy, sell or hold? >> pure spec. if you want to spec i certainly will not fight you on it. it did not have the quarter people want. it's early stage. i can't recommend it for anything other than a speculation. the millennials are coming. their impact is being felt across the economy from retail and beyond. could a whole new strategy in whole foods make the stock ripe again or could the company still spoil your portfolio? after earnings.
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hundreds of brands from ben & jerry's, is it time to get to know this stock? i will sit down with the ceo. helping providers sell valuable capital but could help provide value for your portfolio. i've got exclusively the ceo. stick with cramer! don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets. send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. look closely.
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hidden in every swing, every chip, and every putt, is data that can make the difference between winning and losing. the microsoft cloud helps the pga tour turn countless points of data into insights that transform their business and will enhance the game for players and fans. the microsoft cloud turns information into insight.
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it's a simple statistic. it's called same-store sales growth. when a retailer has it, money managers by the stock, when it's lacking, these managers sell the stock. comparing like for like how your stores did this year versus last year, not much more to it.
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positive numbers signal health. negative numbers equal sickness. for years i tried not to be bound by same-store sales. i would say that outfit is so good i'll overlook they're falters. that chain is run so well i'll wave it. a real good shopping experience or items like affinity programs or new ways to order online. i get subjective. every time i've done that and left my discipline about retail i have been wrong! same-store sales like organic growth numbers for institutions like manufacturers they don't lie, they tell you the real health of an institution and why i didn't care about the mum bow jumble about the conference call last night. major boost in the dividend,
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amazing! unexpected. all sorts of new board members in excluding footlocker, new engaged chair woman dynamite. highest sales per square foot of any retailer, super! but how are the whole foods comp stores? minus 2.anticipating. ouch. -- minus 2.8. ouch. never mind. forget those goodies i checked off. i don't want to buy that stock. that's the pulse the only thing that matters. focusing on alternative metrics is like asking other than those same-store sales, mrs. lincoln, how was the play? throughout this stock sickening decline into morbidity when the wholesale actors partners got in there was always like they were
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slinging you weren't being coherent demanding same-store sales growth and made you feel petty and insistent they beat the comps. they have new goals, the changes to have the same-store sales growth by 2020. if that's their plan, they will lose them. if they have such high square feet or it will be taken private with cash flow and be re-opened with a whole warm front of management gone including the management of the regional teams until the growth ended. the response, we increase the dividend to get to 2% yield. we think a 2% yield will attract a certain investor class that hasn't maybe looked at whole foods until we get to that yield
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end quote. here's bad news, a couple ways to get to a 2% yield, one you boost the dividend and two you hold the dividend steady and keep putting up negative comparable store sales, believe me you will get to 2% over time as your stock goes lower. despite all the changes aunuu blood i don't think they get it. growth is the metric, same store tales growth. don't think outside the box, is there a reason the numbers don't matter. it didn't work for abercrombie & fitch, sports authority, sears, you name it, i can give you dozens, it won't work here either which is why the stock actually rallied today because the activists at jana aren't done. jana knows if management sticks to this timetable the marketplace won't allow whole foods to stay independent that longer. the stock goes up because it's too juicy a chance for someone else to come in and fix things
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if the current leadership doesn't have the guts or smarts or heart to do it themselves. believe me, if they won't, somebody else will. to sunny in california. sunny. >> caller: hi, cramer from livingston. >> nice! what's happening. >> caller: i'm wondering from target it's bottomed out with dividends earnings coming up, i wonder if this could be a thing for my long term portfolio? >> my daughter did go to target this weekend. i'm not tempted i think target is undergoing this whole change in retail i talked about. i thought the calls would not go back lower than 5%. i can't recommend target here. i'm sorry. there's retailers i do like and i talk about them all the time. that's not one of them. gary in south carolina. gary! >> caller: yes, cramer, how are you doing? >> i'm doing well, gary, how are you? >> caller: great. i'm doing pretty good.
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i do own your stocks, the f and the g only. >> that's right all right. >> caller: i'm wondering about at home, i'm thinking about buying that particular stock. >> we liked it much lower. it has had such a big run, i can't recommend it here. home depot was down today. i think tomorrow might be a good day to start buying some home depot. remember, their holiday season begins now because their holiday season is about gardening. you want to understand the whole story of whole foods. start with its lackluster same-store sales. move needingle without change with that number. if you can't figure it out, current management, someone else may have to which is why the stock went up today on bad numbers. when you're reaching for indulgent ice cream, soups, luxurious shampoos, chances are the p brand you pick will be
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this company. with trump's overhaul on obamacare, is it the time for private healthcare? i will sit down with ama healthcare. no stranger to the world esbiggest companies and walmart, even the air force is putting this company's technology to work. can it help you? stick with cramer. the disruptors are back. a combined $200 billion. >> we're talking innovators and risk takers and inventors. over 800 companies competing for 50 spots. who's in? >> these are the most amazing companies i've ever seen. >> begins online 6:30 p.m. eastern on "squawk box."
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liberty mutual won't raise your rates due to your first accident. switch and you could save $509 on auto insurance. call for a free quote today. liberty stands with you™ liberty mutual insurance. when a company like this came online, how do they innovate over a century of business, make a big splash, reinvent? will their invention of the future be enough to keep wall street smiling about unilever. >> let's talk about the incredible saga of unilever.
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the stock rallied 30% year-to-date. this is not a small cap stock. a $160 billion we home meth. they make lipton tea and dove soap, helmand's mayonnaise, got a takeover bid from kraft hines that sent the stock soaring a and they rejected the offer. good. normally when that happens it goes down but the same stock goes higher still. that's actually what unilever did and brought out more value than its potential takeover could ever hope. how did they do it. to create the acceleration for value of its shareholders. early last month they came wake up a plan focusing on core brands for new distribution charges like amazon and large dividend boost and hefty buyback. the story got better. turns out this company is doing much better than we thought.
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no wonder they didn't want to accept kraft hines offer. it's been a juggernaut. it is my delight to invite to our set, paul pullman to my set the committee of unilever to find occupant what's happening next. good to see you, sir. >> thanks for having me. >> walk me through what happened. you got a bid. obviously you didn't want to sell and obviously too low. then you did a reorganization and brought it more value in that reorganization than any thought possible. tell me that narrative. it's quite incredible. >> obviously the value has always been there. it's probably more visible now. when i became ceo i decided to stop quarterly reporting and guidance and thought it was time to just deliver. i come from a part of the netherlands we keep our hands down and deliver and deliver we have done. our top line growth has been 5% a year on average and market only growing half.
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our shareholder returns 200%. in november last year, we are making the company more innovative and faster. we didn't put promises behind that. this attempted takeover bid came and tried to capitalize basically on the value we have in our model and came out and said we're driving our margins to 20%. we continued to believe in our long term compounding model, working our portfolio preps a little more aggressively, 12% dividend increase, which comes after 36 years at 8% a year. >> i can buy that. >> there we go. the market, unfortunately reacts to that and says, hey, wow, these guys are going to do it. reality is we would have done it but rather celebrate it afterwards than talking about it before. >> you never sat down and had talks with these guys from kraft. you were never interested in
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being bought. >> there are different models. if you would have bought unilever in 1986 and we're a british company one pound and you would have 68 pounds now. if you put it in aex, you would have 17 pounds now. it's a tremendous story and only accelerated in the last eight years. there is nothing wrong, double the market growth, enormous returns. here, you see two conflicting models. long term compounding gross model and someone who hasn't really proven they can grow. >> clearly warren buffet didn't want it. he's an investor and never come after you. >> our strategy in investing is warren's strategy and my returns have been higher in the last eight years than warren's returns. i think it's better if he leaves us with what we know how to do well. >> you are a different kind of executive. when you go and listen to this man, unfortunately you have to wake up at 2:00 a.m. to do it you hear about a long term view.
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it's working out. one of the reasons why i respect what you're doing, 46% of your executives are women, 57% of your sales are emerging markets. nobody has those kinds of statistics. what is in your culture that that's happening? >> half of our board is women as well. representing the -- >> that's who buys this stuff. >> this is a unique company. when it started the end of the 19th century in england it invented bar soap and the simple purpose was to make hygiene common place. one out of two babies didn't make it past year one. lord lever, as he became known afterwards said let's make sunlight or life boy, even called it life buoy to help a child reach the age of 8. >> it's always been health oriented. >> oriented towards multiple stakeholders calling it shared
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prosperity. we focus entirely on the consumers we serve and multiple stakeholders in our model. by doing it we're not afraid. >> we use all your spreads at home. you decided that wasn't growing fast enough and swapped it to something, this is the new one we use. >> the market is changing very fast and the consumers are changing very fast. you have two millennial kids and very different than we were and normally the saying is wait until they start working and pay taxes like us. it's not the case anymore. they know it. >> they won't do it unless you do this. how do you know this? you're an older guy like i am? >> i have three kids. they keep us on our toes. i will not be judged by the numbers we do now, we do reasonably well i want to be judged how they do 10 years after i'm gone. you need to make sure your portfolio is future fit. we see consumer direct and we
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bought dollar shave cream, ben and jerry, 7 generation consumers and we bought a cool brand, kensington. >> i put it on all our sandwiches. i don't like to interrupt because you're a distinguished -- you have to tell the story about the dollar shave club. i've switched to it. the antist the sis, the enemy of gillette. on youtube, it's crazy, crazy good. how did you know? >> michael who runs it is obviously a crazy guy and very good guy. the understands the business. one of the things we do when we associate ourselves with these successful companies, we let them run it. you come to us if we can help you and you run it. last year he was up 50%. this business has 20% volume share of shaving market. you see the market reacting. he's onto something if you go to
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the store and buy razors either pay a fortune for something you don't need or behind the counter and your shackles come off and finally you might get one and first have to put the money down. >> he likes you. >> he's a cool guy. we tried to learn from him to be cool as well and then you stay. it's about the values he brings. he's trying to revolutionize the market. clearly a disruptor in his own field. we should celebrate those people. >> you have had the best -- i want to make everyone understand in consumer products you have had the best numbers and it's long term. thank you for coming on the show. it's a big deal you're here. paul from unilever, i can't believe after 48 years i switched to dollar shave club. >> there you go, and still more to do. coming up, the news cycle is relentless, but the healthcare debate can still move markets. cramer is sitting down with a
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ceo whose company has skin in the game. >> we are a recruitment machine and we are investing millions of dollars every year to make sure we are recruiting the best talent for our clients. the chief of amn healthcare joins the show when "mad money" returns. when this bell rings... ...it starts a chain reaction... ...that's heard throughout the connected business world. at&t network security helps protect business, from the largest financial markets to the smallest transactions, by sensing cyber-attacks in near real time and automatically deploying countermeasures. keeping the world of business connected and protected. that's the power of and.
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right now, there's a kind of a cloud of uncertainty hanging over many healthcare places given the house of representatives approved what could be a very draconian bill a lot more about repealing obamacare than replacing it. we have no idea if the senate can pass something similar. if they do vote on their own healthcare bill it will probably be more generous than the house version. the obamacare exchanges has real problems and the other hand a bill that costs 24 million people healthcare coverage will hurt the industry's profitability. amn health service provides staffing and recruitment, workforce management and executive leadership staffing and advisory. they're known as a managed
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service provider. where hospitals let amn use its expertise to manage the business side of things so they can focus on what they do best, treat patients. after years of outperforms they hit a rode block when donald trump won in november. everybody assumed obamacare would be repealed. the stock lost 14% of its value. since then it rallied 40% after a good report in february and many assume this congress can't get its act together to pass that. last month top and bottom results strong, some people thought weaker than wall street expected. stocks sold off in the news. i think this is a class sec opportunity as for a long time. why? the growth rate is so good. what are we supposed to make of the story, given the healthcare debate? let's go straight to the source and check in with the president and ceo of amn healthcare services and get a better sense how the company is doing.
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welcome back to "mad money." >> thank you so much. great to be here. >> your stock is one of the most consistent winners. people playing it for politics don't understand. there are demand drivers that have nothing to do with washington going in your favor. >> you're exactly right, jim. we pay attention to what's happening in washington. it doesn't drive our business. the economy has been a really important part of our growth over the last four or five years but also the aging population with so many more people hitting the magic 65. a greater demand and utilization. amidst that we have shortage of clinicians, and we are at the beginning of what's expected to be the worst shortages of physicians and nurses and professionals in healthcare. >> you have an incredibly transparent company, best corporate conference, 50% of healthcare jobs are open right now? >> that's right. we're at an all time high. you look at the jomts data there are job openings a million
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across the state. >> how will you found them? >> we are a recruitment machine. we are investing millions of dollars every year to make sure we are recruiting the best talent for our clients for permanent and temporary positions. we can leverage assets the clients can't and shouldn't do on their own and help them be more efficient in the way they manage their teams. >> is it a land and expand. you give them the help. that includes doctors, not just nurses. >> absolutely. >> then they realize you can do far more for them because it tends to be things they're not that good at? >> i don't know if i'd say that. we can be better. >> you can do it more cost effective? >> we establish support with a management services program and being closer to the client and gaining credibility, it often starts with a staffing
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relationship and then it can expand to some of our technology solution, such as adventis where we can help predict what their staffing needs to be to schedule their staff to have the right person in the right place at the right time and not be caught off guard with rekryougt shortages. >> why are there shortages? some must be practitioners going into retirement when i was in school? >> half of nurses are 50 or older and even more for physicians. many are hitting retirement age. they may not leave the workforce but certainly cut back on hours. at the same time, we have bottlenecks in the education system. the aging of the faculty within nursing schools is one of the biggest issues that's preventing us from getting more nurses through the educational pipeline. on the physician side there aren't enough residency programs to create that future workforce. you also have the millennial
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workforce issue they may not want to work as many hours as their 50-year-old counterpart. >> you work with some of the great institutions, we talked about this before. johns hopkins, what do you do for them? >> absolutely. johns hopkins is one of our managed services program clients. we make sure they have the right nurses in the right places and do physician work with them. it's not just johns hopkins, all kinds and sizes of healthcare organization, academic large public systems and small community hospitals have the worst shortages. >> i support the johns hopkins school, one of the great schools. >> absolutely. >> if they're using you i know you are the best. they're unbelievable. if you had to hazard a guess, senate different than house, you know so many healthcare professionals, when does it come out or can it come out? >> i think it's too early what
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will come out of the senate, i'm confident it won't likely change the need for nurse, physicians and allied professionals and the need to become more efficient in the way you manage your work force, exactly what we're about. >> exactly. why it's a fantastic long term story. this is susan from amn healthcare services, this has been one of the most consistent time in and time-out stocks. thank you.
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>> announcer: lightning round is standard >> announcer: lightning round is sponsored by td ameritrade. it is time! it is time for the lightning round on cramer's "mad money."
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that's where i take your calls rapid fire. >> then the "lightening round" is over. are you ready, skee-daddy? it's time for the lightning round on cramer's "mad money." nathan! >> caller: i have a question for you on ntnx. >> they develop cloud platforms now. i know it's not really that.annual gowthat analogous, i would be in sales force. >> jon in connecticut. >> jim, packard, how long should i hold it. >> somebody downgraded paccar. i would not get rid of the stock. >> richard. >> caller: booyah, this is richard in from houston, buy, sell or hold conocophillips. >> i'm not going to get rid of it. i saw it downgraded. i have to tell you it's stuck in
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the middle. i don't want to do that trading game. just own it. how about david in georgia. david. >> caller: a big booyah, professor cramer. >> i just gotten your. what's happening? >> caller: i have to tell you real quick before every baseball game my son has to yell, are you ready, skee-daddy! >> there's a son with horse sense. >> caller: i want to get your thoughts on adobe. >> that's one of my faves! marty in florida, marty! >> caller: thanks, jim, thanks for taking my call. i'm interested in annaly capital management. >> my people know about them and supposed to be a winner, i don't know what's in the portfolio but it's one of those companies that
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plays the curve. let's go to clifford in massachusetts, clifford. >> caller: hey, jim, first time caller, how are you, sir? >> i'm good. how about you. >> caller: doing well, thank you. i'm calling as a two part question if i may. the heron therapeutics incorporated, i'm looking to see what you think about that, based upon the lack of monetary value, monetizing of money with the marijuana industry. how do you feel about that? >> i do not know heron ther pu ticks. i have to do work on that. it escapes me, i will come back. i just don't know it. to russ in albany, ruslan. >> caller: hi, jim. i'm calling about neoto tonics, do you think they have potential
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in this market space? >> we've seen some companies go in and out, entirely possible. this space is too hard for me. i think it's too risky a space. the company wants to come on and talk about its business why it's not that risky, i would love that. to betsy in florida. betsy. >> caller: tell me about drys. >> i don't talk about those stocks on this show, they are too volatile and i don't like them. >> in new mexico, hans. >> caller: jim,i want to find out about viav. i thought it was navedia in the buff until the last earnings report. >> it's net service enabled. if you want to do that look at analytics and hewlett-packard. i think that's much less volatile. and that's the conclusion of the
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"lightening round"! >> announcer: the "lightening round" is sponsored by td ameritrade. 3:45? uh, compliance training. 6:30? sam's baseball practice. 8:30? tai chi. yeah, so sounds relaxing. alright, 9:53? i usually make their lunches then, and i have a little vegan so wow, you are busy. wouldn't it be great if you had investments that worked as hard as you do? yeah. introducing essential portfolios. the automated investing solution that lets you focus on your life. ♪ what we do every night is like something out of a strange dream. except that the next morning it all makes sense. to power global e-commerce fedex networks are massive, far-reaching and, yes... a little magical.
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what are we supposed to make of the astonishing run of stock in zebra technologies, which has doubled in the last 12 months. it's known as an enterprise asset intelligence company. for a long time this company was
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play on specialist printers, radio frequency identification solutions, when they bought motor rola 2 1/2 years ago, it became bar code printing and data code caption and motion management solutions and cloud-based management. it is a technology that helps other businesses improved their productive particularly retailers and healthcare providers. it has been a rollers coaster. it rallied in december and now back up to 99 bucks. so far the stock is up 16% year-to-date. i have to know can the latest upswing continue? two days ago it reported a strong quarter. much better than expected revenue. the stock barely budged. can this be a sign the story is just starting to play itself out or is there a lot more ahead? let's take a closer look with
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the ceo of zebra technologies. welcome back to "mad money." good to see you, sir. >> thank you. good to be back. >> we have spent a lot of time today talking about the problems of e-commerce, how stores just either get it or they don't. what can zebra do to help them be better? >> retail overall retail, e-commerce and brick and mortar retailer has been a strong vertical for us. today, we've gone from historically being more of a productivity tool to being essential to help companies execute strategies. >> would you save money or make society they can be broader. i know they have companies you call ahead and bring to it your car, i have to assume zebra is part of that management. >> for e-commerce we are essential how you run a center or operate that.
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if you go to a traditional brick and mortar retailer we can help them improve the inventory accuracy, you get higher revenues, less inventory, higher revenues and better cash flow and help them become an omni channel company. >> that's right. you've got a bar code reader here but it's obviously a smartphone. this is not something just a wand. what does it do? >> this is one of our recent products called the tc 56. it's very well-used in retail and healthcare and transportation logistics. it's an android-based mobile customer. i use it as my device and more robust and more features than i need but fun to use. >> what market would have that? someone in a warehouse, on the floor of a factory, in retail? >> front of store retailer, nurses in healthcare, a lot of
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postal workers, parcel delivery people, lots of people like that. >> when i'm at a hospital, i always felt it was weird they check and see what medicines, why isn't everyone using this? >> yeah. you would think they would use it. i think it is coming. >> tell me where it is in the rocess? >> in healthcare coming out with a healthcare version in june, a specialized force in unique cases they have. being able to read bar codes on medications and do voice communications, messaging and alerts and do it securely. >> won't it eliminate people from getting -- theoretically you shouldn't be giving the wrong medicine if you have ze a zebra. >> absolutely. bedside care is how we improve the quality of care to eliminate the risk of wrong medication or wrong dose. >> what happened? you bought this symbol you paid great prices then the stock got
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hit. was it just jitters trying to get the two organizations together. it was always a great story the moment you did the merger, i got confused about what happened to the stock. >> certainly, it went up a lot quickly and then we went down, probably shouldn't have gone up as fast as we did and probably shouldn't have gone down as much as we did either. we're in a good place today. we're basically done with the integration. it's been a lot of work and very rewarding for us and shareholders have been rewarded fairly well. 50% since then. we have a great team done a tremendous amount of work to get this integration done. we have been improving revenues and improving margins and paid down debt a lot. our customers and partners have responded very well to the combination. >> one last question, our president very much wants manufacturing. your devices are used in manufacturing, used in warehouses. what's the temper of the time?
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are we starting to get better manufacturing warehouseses in the country? >> manufacturing is very broad. lots of different types. >> the ones in your purview? >> we see a lot of investments in the warehouse part of manufacturing, the delivers from manufacturing. lots of investments to make those as efficient as they can be. that's one part of manufacturing. >> that's strong. >> that's very strong. >> i think you have a great story. i think people should go back to it because it's really terrific especially if we have this new healthcare, this is a very hot device. that's andrews gustafsson. a new symbol and the combination is powerful. stick with cramer. ctors, insures on a collaborative care platform, making it easier to do what's best for everyone's health, every step of the way. you may need more physical therapy. ugh... am i covered for that? yep. look. grandpa catch! grandpa duck!
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woah! ha! there you go grandpa. keep doing that. get ready, because we're helping leading companies lead with digital. ♪ to err is human. to anticipate is lexus. experience the lexus rx with advanced safety standard. experience amazing. 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, it's 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.
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you tomorrow! >> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ i'm from trophy club, texas, and my business is inspired by my beautiful girlfriend. i'm 11 years dusty's junior. and when i started dating dusty, it just clicked. getting the taste of dating an older woman, i-i noticed so many more attributes that she has, opposed to a younger woman. she's respectable, she's playful, sexy.

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