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tv   Mad Money  CNBC  February 28, 2019 6:00pm-7:00pm EST

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>> you know why i found out about it other than you? i found out about it on the twitter. >> all right that does it for us. boy the way, tesla shares down 3% in the after-hours session. we'll see you back here tomorrow at 5:00 for more "fast." don't go anywhere. "mad money" starts right now >> my mission is simple, to make you money. i'm here to level the playing field for all investors. there is 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 you, but to educate, teach you and put it in context. so call me at 1-800-743-cnbc or tweet me @jimcramer. i always say there is no room for woulda, coulda, shoulda in this business. i don't like secondguessing.
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always think forward, eye on the prize, never backwards but at the end of the fabulous month capping off ten straight weeks of gains, even when we pull a little back today with the dow dipping 69 point, s&p inching down .28%, and the nasdaq declining, i can't resist beat myself up self-flagellation time with so many stocks here, i feel compelled that a bunch of stocks that i am kicking myself for not pushing hard enough, ten of them i know, i know i should be focused on the much better than expected gross domestic product figures that show a lot of positive corporate spending that came out this morning. how larry kudlow came on "squawk on the street" and told us he thinks the talks with the chinese are going great. he says we'll get a fabulous trade deal no one seemed to care, but he did say it not tonight. tonight i can't help myself, actually i just can't help myself tonight i just want to go back
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to fourth grade. mrs. turoff's class, actually. the last time someone slapped a kick me sign on my back, and i got the stuffings knocked out of me so let's go there right now. let's just do it the ones that got away yes, and let's go through the biggest woulda, coulda, shoulda names that i should have talked about every single night on this show these were obvious winners, even if we missed it at the time. i'm going to start with ely lilly. i've been a fan but i cannot believe how long it traded like it was dead in the water wall street was terrified the diabetes franchise was under attack out of nowhere, a consensus started to emerge that the company would be able to fend off its rivals a the same time louie came out with a migraine drug it was announced on "mad money." since then the stock has been unstoppable.
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now it's at 126. i know, i know other stocks have roared more than this one, and i've been pretty consistent in liking eli lilly. but the stock should have been so low in the first place. it was always safe and well run, and i should have been pounding the table every single day on lilly. lilly. then there is twilio, the cloud-based software play that helps companies like lyft and airbnb send you messages a year ago the stock stood at 44 now it's at 121. what did twilio do here's the thing all it did is do what it always does the company won a ton of new business and the revenue growth accelerated because it has a great ecosystem that helps app developers who want to connect with their customers again, i was out there telling you twilio was terrific. but when i was in san francisco the last time, actually two times ago, twilio's ceo jeff lawson taught me how to code they all have to know how to code there, it's the fourth industrial revolution. he showed me how to send a message by cell phone the all
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the customers of the longshoremen, the new restaurant in brooklyn telling them about our specialty pizzas for the night. remember, to be a kick me stock, it has to be lights out obvious. that's twilio. sure, i pushed it. but i should have pushed it a lot harder hey, speaking of captain obvious, my wife lisa swears by cookbooks. quick books is made by intuit. and we've had their chairman brad smith on the show a bunch of times plus we sat next to him in a really cool dinner until it was at 166 buck last summer. i recommended the stock a lot, but i should be recommending it every day, every day, because my wife uses the products every day and swears by it next up, you know i'm a proud brooklynite. i live in the fastest growing city in america. one of my favorite things about brooklyn is that we have a fabulous company located down the block, itsy, the online marketplace for all sorts of hand-crafted goods i adore those guys
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my daughter sold pillows on etsy you can see "squawk on the street," nearly 3,000 times. etsy has gone from 25 bucks to 71 over the past 12 months and yes, i liked it the whole way. i started recommending at 13 but this is a company that raised the price of its service none of its customers balked etsy just garnered more business so i should have been relentlessly pushing this brooklyn-based business. the nets are not bad this year they're going to make the play-offs. then there is roku do you know i was actually worried about roku, which makes the hardware and software that lets you stream online directly to your tv i'm not kidding. even as i swear by the product, i was convinced it was only a matter of time before amazon destroyed them yet i tell you about all these companies offering streaming services i know neither of my kids has cable tv i dent take it personally.
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it's okay. we both have roku. the only thing worse than missing roku is going to the fire festival. around christmas, when thousands of people were thinking about switching to roku and the stock was trading at about 25, why didn't i pound the table, trying to tell you buy it i guess with the stock at 66 now, the only thing i can say is kick me. fire fest. cheese sandwich. remember when china was supposed to wipe out boeing how many times have you heard this one out of four boeing planes goes to china. so if there is a trade war, boeing is supposed to be crushed. if you thought like, that you ended up missing one of the best industrial stories out there boeing is annihilating airbus. it's its only meaningful competitor the truth is china needs boeing more than boeing needs china the stock is defying gravity, people are still afraid to own it they have some fabulous boutique begins
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they made me a killer negroni. that plane is being discontinue. nobody wants it. they want planes from boeing boeing doesn't have begin. it has good planes china can't afford to cancel the orders the wait for an aircraft is way too long i told you this many times but i should have been much more adamant. let's talk about work wear, splunk and vmware. how many times did i say you ought to go spelunking when their stocks drop? look, my wife is on the board of bucknell she told me they substituted work day they put it in their system. and she loves what it is doing for them what did i do? i said hey, that's great we have sanjay on, the ceo of vmware i say a lot more good things about faang. i should have been pounding the table on the cloud kings, day in and day out. forget the faang and workday and splunk reported
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blowout kwoequarters this very t to reestablish the idea of kick me bottom line, it's not enough to be occasionally recommending a great stock. that is why i am kicking myself and only tonight this is over after tonight these are companies where someone in my family uses their products i love their managements i believe in the story i should have been recommending their stocks every night, 3,000 times. david in virginia, david >> hey, united states treasury boo-yah, jimbo i've read your books, started from confessions of a wall street trader all the way now to make life rich with not money. iminterested to know about this trade. eli lilly wants to exchange for every one share they want to exchange for four shares of elan, about 4.5 shares of elan that a good trade? >> it's great for lilly. i'm not recommending elan because as much as i like elan, but the better story there is
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going to be idexx or zoanas. but stay in lilly. justin in indiana, justin? >> caller: a hearty hoosier state boo-yah for the emperor f of. >> super bowl last year. what's up? >> caller: i want to talk about cloudera they beat on earnings every quarter, but despite that the stock is still down 24% with their first earnings report after the hortonworks merger coming up in a couple of weeks this an undervalued stock ready to break out >> yes, yes, it is i love that combination. i sang the praises of it is it a cloud king yet no do i like as much as workday no but it's a nice teenaged stock and i understand if they want to use it i'm going down to florida. let's go to jim in florida jim? >> hey, jim, this is jim from st. pete beach, florida.
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>> man, it's always sunny there. >> caller: my stock is first solar. i'm wondering how the -- when the dust clears from the negotiations with china, what's your outlook on that stock >> too much guesswork there because of exactly with a you said i don't know when the dust clears what it's going to look like i do know that my old pal larry told some pretty god stories today. he is the president's chief economic adviser i am kicking myself over not pushing harder some of these incredible stocks like i should have and you know what? i'm wearing the sign, and it's deserving. my bad but tomorrow is another day. on "mad money" tonight, investments in the two big cs in the market, cannabis and china aren't created equal i'm pointing out my favorite players in both market s right now. surely amazon is a quirky businesses but maybe you're missing a key component of the company. do not make a move i have something special, amazon web service division ceo and has the frozen food
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services started to thaw could today's move higher signal changing consumer tastes so despite the fact i didn't hit these stocks hard enough, stay 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 or give us a call at 1-800-743-cnbc miss something head to building a better bank starts with looking at something old, and saying, "really?" so capital one is building something completely new. capital one cafes.
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♪ listen to the murmur of the tall concrete, ♪ ♪ send me off forever, but i ask you please ♪ ♪ don't fence me in. ♪ don't fence me in. all of you. how you live, what you love. that's what inspired us to create america's most advanced internet.
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internet that puts you in charge. that protects what's important. it handles everything, and reaches everywhere. this is beyond wifi, this is xfi. simple. easy. awesome. xfinity, the future of awesome. listen, i know what you want me to do, but you can't chase every stock in a red hot sector. you want me to go full cheech and chong and recommend every cannabis stock no i'm only recommend the best of the best, canopy growth, cronos and a drug company that happens to take some inspiration from marijuana. people want me to recommend every chinese growth stock i hear you in the "lightning round. i know you do. no i'll only give you my blessing
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to buy alibaba, although i also like baidu if you can get it on a pullback like this there might be some other chinese names at work, but i need to do much more homework on them before i recommend them i got to tell you, even with homework, some of these are so opaque, i just can't go there. why don't you just say yeah, i like that sector, especially on a day like today where five presidential candidates rolled out a bill to legalize mrj they all want it to be legal nationwide, mainstream idea. it seems like a good idea to go all in on the toke train so why do i insist you stick to only the best of breed players let's take cannabis first. i spent a lot of time with canopy growth. i've had lunches and meetings and interviews with the co-founder of canopy, i is trying to dominate the recreational and the medicinal markets in canada and hopefully around the world canopy already controls 30% of
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the canadian business. but you want to know the real reason i like canopy it's because constellation management has already done the due diligence for us the fastest growing beer company could invest in any cannabis stock, but they chose to pour $4 billion into canopy. they did the homework. i trust them to get it right if it wasn't wholesome enough for you, martha stewart just joined the canopy team as an adviser to develop new cbd products that's the stuff that already legal in the united states i will admit i was a little more skeptical of cronos. but ceo has very similar ambitions to litton, and he has his own backer who ponied up a billion dollar for a stake in cronos that will help them become a global player in this business again, altria has gravitas they know more than i do about this stuff they may be an dubious tobacco
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stock, but what can i say? and they're on last night. it's the chicken way to play cannabis because it's a drug company. gw's main product has fda approval these guys are selling actual medicine with uniform dose, and doctors love that. at the moment it's only been approved for a tremendous form of epilepsy. it's looking like a terrific anti-seizure drug, and epilepsy is a huge market i want you to read kirk eikenwall's book, a mind unravelled that afflicts millions of people i think gw pharma deserves a higher valuation what about the other cannabis companies? they don't have the pedigree, the partnerships, or in gw cases, they don't have the pharmaceutical bone fides to make me like them. look, you don't need the like them all to make money especially when so many of these pot stocks have gotten so overextended here. i could hurt you i'm not going to do that
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how about china? i like baidu, the chinese search engine what effectively has a monopoly because google won't operate in the people's republic and baidu's stock has been hammered but it's alibaba that's my favorite, because it's the amazon of china. that's a gigantic market just as important -- by the way, jd did well today. did you see that alibaba has u.s.-like financials that makes me feel more comfortable. i would be a buyer even though i like it more into weakness, and we're having trade difficulties. you don't need to recommend every chinese stock that could blow up if president trump does to china what he just did to north korea. although when we interviewed larry kudlow this morning, he was incredibly optimistic about the possibility of a historic deal the market didn't seem to trust him. i thought the market should have been up on what larry said but ignore him why don't i recommend more cannabis or chinese stocks because these are the two riskiest areas of the market, people they remind me of crypto at all times, and i don't want to hurt you. at least when these best of
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breed names that i just mentioned go down, i can tell you to buy more, because they're worth picking up into weakness that's the whole point stick with the best and leave the raggedy rest to others brad in michigan, brad >> caller: hey, jim, thanks for taking my call. >> of course >> caller: so a little bit about me i'm a day trader, newer kind of stock job. i have a day job not playing with a lot of money, but a little bit here and there, you know so basically, what i do is i find earnings reports that have upsides that are coming up i buy the stock and -- >> that's a catalyst-driven, totally makes sense. >> so i bought ab and bev, and i'm wondering should i sell it and take the quick money or hold on to it for a little bit? >> well, you're a trader you got to take the money. that's your basis. that's what you do for a living. right now, sell, sell, sell.
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catalyst, got it, win, go. that's what traders do investors do something different. never let a trade turn into investment so it's time, and congratulations. china and cannabis are the two riskiest segments of this entire market. now you know the best place in the group. much more "mad money" ahead. now that lift plans to use amazon as the company cemented its place as the leading cloud player i got the ceo. and is frozen food staking a comeback based on the latest earnings from nomad foods, it sure seems like that. i'm talking with the ceo to see if the stock could defrost and move higher. and 85 in the fortune 100. i've got the exclusive don't miss my sit wndo with private player info matt ca. and stay with cramer
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oak. everybody knows amazon is a retail class in my opinion, retail is not even the best business the future hyper growth of this company may be all about amazon web service. the pioneering provider of cloud computing capacity that has become the undisputed leader in the field. last year they generated more than $25 billion sales if they were in company number 119 on the fortune 500 list, plus they're still growing like a weed the backbone of the cloud is a much more higher margin of price than selling people stuff over the internet i think it merits a closer look, which is why i am so excited tonight. we are thrilled to check in with andy jasti to learn more about the incredible business. andy, welcome to "mad money. good to see you, sir thank you so much. it is an honor to have you for what you built it is incredible i think what people don't realize, even though you're
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growing at 47%, even though you have $25 billion sales, we're very early. >> sometimes we remind ourselves, even though it's a $30 billion revenue growing 45% year-over-year, it's the early stages of the meat of enterprise and public enterprise sector adoption in the u.s. outside the u.s. they're 12 to 36 months behind depending on the country and industry so it's still really early day >> can you explain the value proposition? i think it has to peak until they get the economics. >> yeah. the conversation starter when people move to the cloud is always cost. and if you can turn -- instead of laying out all that capital for data centers and servers and only spend what you consume, that's usually very advantageous capital expense turns to variable expense variable expense is much lower because we have such large scale that we pass on to customers in the form of lower prices we've lowered our prices 70 different occasions in the past ten years. and you get real elasticity.
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if f you need more, you provision more if you don't need more, you give it back and stop paying for it so price is always the conversation starter but the number one reason that enterprises are moving is speed and agility. usually, if you want to try an experiment in your company, it takes ten to 12 weeks to get a server and you have to build the infrastructure software around it in the cloud you can provision thousands of servers in minutes. and because we have 165 services you can use in whatever combination you want, you can get from an idea and implementation several orders magnitude faster so you can innovate much faster. >> i wish everybody were listening. we ripped out a rival and went to you at the street. >> thank you. >> it was so fast. it saved so much money it was instant and i didn't even believe it could be that good it's not a commercial for it it just happened it's an empirical lift just this week you got lyft all in what a great customer. >> absolutely. what lyft is doing in the space is pretty amazing. and the pace that they're growing at is really amazing to be able to scale the way they
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have, first as a startup and then a fast-growing business and then what they would tell you is they're able to invent and change the customer experience so quickly. several orders of magnitude faster than they could if they were doing it on premise, that it's really helped build their business >> now people, their eyes glaze over when i use the term machine learning but i'm dealing with someone right in front of me right now who is at the essence of machine learning revolution. it is a revolution >> yes the vast majority of applications will be infused with some kind of machine learning we're in a golden age of computing. there is almost every company that we speak with is interested first in being able -- most importantly, being able to take their own data most companies have gobs of data even startups have gobs of data. but it's so hard to know what's in there and so hard to know what the gems are and so hard to know what's going to be the predictive pieces that change the customer experience. and our machine learning capabilities are going to solve that for a lot of customers we hope.
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>> so marc benioff buys "time" magazine, and they are a good customer what does "time" magazine need amazon web services for? >> well, i think very much the same way any company does. again, if you are building technology applications and trying to build consumer experiences, you want to do as much as you can for as little money as possible, and then you want to be able -- when you have ideas, you want to be able to move fast. so one of the things that happens with companies that build in the cloud, it used to be old days where it was so hard to get anything done none of your employees spent any time outside of work thinking about new ideas, because why bother it was so demoralizing you never get to try it. but because you can provision instances and servers in minutes, what you find is people spend their free time thinking about new customer experiences, because they know they can have something they can come up with over the weekend and come in monday and try it for a dollar so it changes how many people this your company think about innovation and where you get new ideas from throughout the company. >> i think people should know that it's not all big companies there is a huge percentage of
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smaller companies that either started on amazon web services or know it's a better bargain. a gigantic number of small guys. >> we have most startups have built their buildups from scratch on top of aws. some of the bigger examples or companies like lyft and airbnb and pinterest and slack and robin hood, it's very large number of them, but there are a lot of businesses that either haven't gotten big yet or are just trying to build a business. and one of the interesting things that happened i remember in 2007, 2008 when we had the recession, there were all these very gloomy e-mails sent from a lot of venture capitalists saying don't expect to get funded but actually, the number of startups kept growing. as opposed to having to raise money for data centers and server, people can try several substantiations of their idea. and if it isn't getting traction, you pay 80 cents a month, $1.50 a month we have roads of companies that are trying to businesses on top of us that really only pay
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anything meaningful when they have traction. >> i think your role in the american economy, you're too humble for this, i'll just say it when i hear jay powell talk and the fed talk, he keeps saying we don't know why there is no inflation. and then i think about all the price cuts that you put through. it's your company that has been instrumental in having -- keeping inflation at bay while we grow. would you think that's too overstating things >> i don't know. it's always hard for me to measure the impact we have on the overall world. but what i can tell you is the way we think about it at amazon is that in every single one of our businesses, we have never met customers who don't want prices to go down. so if the center of your gravity is customers, which it is in every single one of amazon's businesses, you're always working relentlessly to find ways to take costs out of your structure so you can give it back to customers in the form of lower prices it's actually really easy to lower prices it's much harder to afford the lower prices.
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>> you're the first guest who has sat in front of me and said it's easy to lower prices. almost everybody thinks it wrecks their margins and therefore they're never going to please anybody you please more customers by giving them a value proposition. >> we're much more focused on the long-term than most companies. we are trying to build a business in a set of customer relationships that outlast all of us. and as such, we think if we help our customers get more done and they're successful on their own, even if it means lower margin percentages, over time we'll drive more absolute margin dollars, and they'll be more successful and we'll ultimately be more relevant >> you're also a very competitive person i go on all these oracle calls there was one last year. larry ellison said they think of themselves as a competitor of amazon so it's kind of embarrassing when amazon uses oracle. they've had ten years to get off oracle, and they're still on oracle can we end that? >> yeah, well, you know, i think larry has a certain view of the world that isn't always steeped
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in what the facts are. if you look at -- if you look at amazon, amazon, you know, we started the company at a very early stage, and we had oracle it takes work to actually move away from oracle lots of customers are learning this as so many people are trying to move away from the commercial grade legacy data providers to newer engines like aurora we now are 88% of the way through, moving all of our oracle databases, we'll be 100% by mid this year and we turned off our oracle data warehouse november of last year and moved it to red shift. and so, you know, we learned some very interesting patterns that customers are very excited about copying. and we don't really meet a lot of customers who aren't looking to move away from those databases to aurora. >> i usually don't ask to people, but i got to because you're here. you seem to really love your job. >> i do. i'm incredibly lucky i've been in amazon -- i finished my last final exam in
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graduate school the first friday of may in 1997, and i started amazon that next monday. and i didn't know what my job was going to be, i didn't know what title, what group i was going to work in, but it was very important to them that i start that monday. if you look at how i've winded around 22 years at the company, nobody could have ever predicted it, and i'm incredibly lucky to be part of this venture. and the great thing is, you know, as exciting as it's been the first 22 years, there is so much in front of us all. it's very early days >> now you see one of the main reasons. you're not a reason, you're a person, but why i think that amazon is such a great company b seic andy jassy, ceo of amazon werves, the most exciting part of amazon, if you ask me. "mad money" is back after the break.
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here in the united states, the packaged food business has become a slow rolling disaster, kraft heinz, conagra, coca-cola. it's one disappointing after another, hasn't it but when you look across the atlantic, different story. take nomad foods, omod, a british-based rollup that sells frozen food across western europe here is a company that was created in 2014 by among others,
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martin franklin, a long-time friend of the show who you might remember is the man behind jardin, which he eventually sold 2.6 billion euros, picking up a bunch of frozen brands, igloo, bird's-eye and since then a few smaller properties the stock has doubled over the past two years or so and today it pole vaulted in a very short quarter, yet trading roughly 16 times next year's earnings estimates so how is it nomad is thriving while its american seem to be struggling in europe, private label already makes up nearly half the market. and an american private label is 15 to 20% and still sneaking up. a the same time, nomad is a smaller more focused operator. but don't take it from me. let's dig deep were stefan d
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deschmacher. welcome to "mad money. >> thank you very much, and thanks for having me, by the way. >> oh, kofk. stefan, i think what's interesting, americans, american stocks, people claim they wanted a good dividend, right that's why people bought food stocks they claim they wanted safety. but the dividend isn't that big anymore, and there is very little safety. i think the nomad approach of fast growth is what people should be looking at you obviously agree with that. >> i can only agree. we're reinvesting behind our business, and it's a great business so why would we be behind dividend at this stage we're growing. we love it >> we should talk about the things that people don't realize can grow fish fingers frozen fish is a great business. why is that? >> fish, first, is a great category it's 40% by the way 40% of our business is fish and
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20% is vegetable very much in line with the trends and when you're coming with a great category and a great quality around the great icons, the great brands like bird's-eye in the uk, igloo lao in the continental europe, and you reinvesting behind your brand, you obviously reinvesting behind quality at some stage, you know, it's working and so millennials like it fish is very much on trend so, yeah, it's working well. >> we have found in our country that millennials, who are frankly cash-strapped and a large part because of big student debt, they love frozen food they love it they get home, they can put it in, boom, and it's not expensive. are the millennials similar in europe >> they're absolutely similar. i can tell you it's exactly the same theme so it's about health and wellness it's a convenience it's sustainability. and it's affordable. at the same time, frozen food
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you have very little waste so it's spot-on. and these are the themes that we are working behind we are the undisputed leader, as you know, in frozen food in europe we are the category leader, and we have a role to play as category leader. that's what we're doing. >> stefan, until i read your conference call, i have to admit maybe i've been too cavalier about brexit there were several questions that indicated while nomad is ready, you have got the supplies, but you did say look, our number one thing is that we got to be sure that our custo r customers are going to be supplied it made me think should we be thinking that maybe brexit is going to -- it could freeze the food chain and that maybe europe or uk won't get -- won't have all the food it needs? >> no, that's going to be okay but you're right all protein, number one, for whatever happens with brexit is to make sure that the customers are going to be well served. and we have prepared all the contingencies. we have increased our inventory to do this
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so we're ready we spent quite some time we're ready. >> now you've got higher cost, including the cost of fish, which is going on. you obviously must be able to have pricing power, or else your sales would be going down. >> that's exactly -- jim, that's exactly the point. we have great brands and over the last three, four years, that's exactly what we've been doing we have been reinvesting behind quality. we have been reinvesting behind the brand in advertising and yes, we have pricing power this stage and that's what we're doing. that's what we've been doing you a lot of inflation in fish and we ourselves and private label by the i welcome back, we're increasing price so we're not the only ones >> one last question one of the things you guys have done, you are able to take brands and really make them grow you buy good fellows, and you get that thing to grow 5% year-over-year what are you doing no one is getting that kind of
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organic growth >> goodfellows is a great brand. it's a really good category, within frozen foods, and good together with bird's-eye it's a great combination in the uk and obviously, with the kind of -- the kind of relationship we have all the retailers, we're in a position to improve obviously the positioning of the brand with sainsbury, with all these guys it's a win-win for all of us and the trade is very pleased because they have seen what we have been doing with bird's-eye, and then we're going to do the same with goodfellows. we're increasing quality we're improve advertising, packaging. so the whole why fly wheel. >> well, you're the dominant player in the fastest growing part of the supermarket other than the absolute fresh, which we can't make any money. we can make money with nomad
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i want to thank the ceo of nomad foods. hey, listen, we want growth. well don't want dividends. "mad money" is back after the break.
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"lightning round" is
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sponsored by td ameritrade >> it is time! it's time for the "lightning round. >> buy, buy, buy i. >> sell, sell, sell, sell, sell, sell. >> buy, buy, buy, buy, buy, buy. >> [ buzzer >> and then the "lightning round" is over are you ready, skee-daddy? it's time for the "lightning round. start with dan in california dan? >> caller: hello, professor cramer with 5g wireless communications on the upswing, what is your idea on crown castle international? >> buy, buy, buy >> pretty simple the tower stocks work. we will be rolling out coverage of tower stocks quickly. we're doing 5g by the weekend. i'm going robert in new york robert >> caller: cramer, boo-yah from buffalo. >> there you go. i love the bills >> caller: jimmy, a $300 stock a year ago i bought in. this a dead-cat bounce or a buy and hold
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>> you know what i don't want to let anyone down, strictly because my friend is a b bouncer from buffalo i want to do no mork from inogen we'll come back. john in connecticut, john? >> caller: hey, jim. this, for taking my call. >> of course >> caller: the stock is expediters international of washington expd >> i like them i like freight forwarding. their logistics have been good ryder has been good too. i prefer these guys to ryder andrew in north carolina, andrew >> caller: yes, thank you. your knowledge helped me last year on cnbc. >> there you go. thank you. >> caller: what your thoughts on li-i-t-e for the future? >> that's a heartbreaking stock. >> buy, buy, buy. >> it has made people and crushed people. >> too voile >> boo-yah, how's it going >> couldn't be better.
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how about you? >> caller: good, pretty good i was wondering about the nike stock. >> nike is a buy, buy, buy >> buy, buy, buy, buy, buy, buy! >> when you see somebody blow out shoe, get hurt and it doesn't send the stock down. they put on a clinic when they do their quarter clinic mark parker, you are always welcome. he is the ceo. i'd like to go to a board meet ing how about bob in maine, bob? >> caller: hi, jim hey, thank you for taking my call. >> of course >> caller: i tried to get educated and do some investing two years ago i bought schlumberger at 83, and it was supposed to be a good buy because it was down from 117 well, you know, today it's -- what is it, 44 i've lost over half my money what do i do with it >> down here 4.5% yield, the dividend is safe according to the last conference call
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great board, great management. you get oil, just stabilizing here, and they'll come back. here is what i'm going to tell you do to do i know you don't want to hear this, you should buy more. it's too inexpensive and the quarter was okay that's painful, but i got to say it and i'm sorry. that's what happens in the business part of the game, or part of the institution. how about turin in california, turin? >> caller: boo-yah, jc welcome to the land of palm trees and sea breeze, newport beach. >> so beautiful. okay >> caller: i wanted to thank you for the great graphics, introduce and understanding of the market i've got ayx earnings just came out this week >> oh, man you're talking about one incredibly hot stock i know it was a fabulous quarter, and what can i say? the stock is down 3. it's up. it's a red hot stock i would not abandon that stock i like it. and that, ladies and gentlemen, is the conclusion of the
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"lightning round"! [ buzzer ] >> the "lightning round" is >> the "lightning round" is sponsored by td ameritrade so, why don't traders have coaches? who says they don't? coach mcadoo! you know, at td ameritrade, we offer free access to coaches and a full education curriculum- just to help you improve your skills. boom! mad skills. education to take your trading to the next level. only with td ameritrade.
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♪ we spend a ton of time talking about the rise of cloud computing on the show and big data, because these are huge long-term stories. people don't understand how long and far out they can go. do you know there is something like 20 billion connected devices on earth right now, and that number keeps growing by
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leaps and bounds those devices generate a massive amount of information. before you can plug it in to fancy analytic software, figure out what it means, you need to organize it. that's why we're going off the tape with informatica. it's a private company that is the world's leader in cloud management it's a great parse in managed data so that other companies can do something useful with it. that may not sound super exciting, but informatica has is revolutionizing the way we do business in this country and the world. let's take a closer look with anil chakravarthy. he is the ceo of informatica to get an update on his company and the broader industry, mr. chakravarthy, welcome back to "mad money." good to see you. >> thanks for having me again. >> this is incredible. you accelerate data-driven digital transformation but you really have a company with 10,000 customer, top ten of the fortune one. 85 of the fortune 100.
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and you're not even public. >> not yet >> not yet but the thing is you've got to be of the companies that are private, the fastest grower. there is going to be lyft, other companies in the cue but you're a cloud king. >> we're seeing really nice growth in fact, last year actually was the highest revenue of all for the company at $1.2 billion. the space around data management, like you just said in your opening is great because it's powering a lot of these new generation ai powered. >> let's talk about it when you say ai, let's just say you've got tremendous drug companies. j & j. it's fantastic but you have amgen and a little informatica sheet you gave me, you help understand the relationships between patients and using amgen's medicines. is there artificial intelligence in even trying to figure that out? >> yeah. what's happening right now in most of these life sciences
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companies is you have a master data management. typically it's patient data, clinical data, provider data as well as the actual drugs they're working on every life science company is doing it as is amgen, johnson & johnson. we just announced an acquisition, i wanted to announce it on your show a little company call all sight. the leader in ai powered customer insights. so how to get customer inviting sights, applying machine learning and ai. and that's the platform that is driving these next generation use of data in companies like life sciences companies. >> i saw you as a dream force. i know you a close relationship with salesforce. this something that would be ingrated in your relationship with salesforce? >> it is all these companies like salesforce, adobe, et cetera, they are the ones providing the last mile with the customers, whether it's through social media, e-mail, contact center, et cetera, salesforces behind that you have to have a
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common data platform that supports all of that and that data platform is where you apply the machine learning and artificial learning. that's what we talk about. we integrate really well with salesforce, adobe, microsoft, et cetera to make that happen. >> you also have the fda if i were a drug company, why wouldn't i want the company that the fda has hired to track all these things >> and we do the same thing for the fda as well as the european medicine agency. the fda uses our software to understand three kinds of important data domains around their entities which is around the drugs, which is clinical trials and all of that data, around the compounds that go into the drugs, because there are different suppliers for the compounds, and then the production facilities. so once they have mastered each of these data elements, they can understand the interactions between them example, when there was the hurricane down in puerto rico, as you know there is a lot of compound production in puerto rico so the first thing the fda did is hey, we're going to have the hurricane in puerto rico it's going to take out the
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supply from puerto rico for a while. how does that impact different compounds, the supply of those compounds and the drugs? and the fda was able to use all of this data to do their contingency planning and make sure that the flow of drugs, the fly of critical drugs here in the u.s. was not impacted by -- >> where we would be without you guys now we have amazon web service on you have a modernization solution t tableau powered by amazon you put it all together? >> yes so how we're working with them is if you take a company like tableau, they're one of the leaders in analytic. >> we have more time that's last mile, right? >> that's the last mile. that's the application that a business user would use to do the analysis but now do analysis, you need good data. you need the trusted data. and that's what we provide and that data can come from anywhere that's why we work with aws. you had andy on the show we work really closely with them they provide the database, the
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platform as a service in order to store the data and process the data we help manage that data and make it available through tools like tableau and other applications that the business user is using. >> wow you're right in the middle >> exactly >> at the top of the show was talking i kick myself that i did not recommend informatica. kicking myself if you were public, but you're not public yet. all right. this is a fabulous story anil chakravarthy. you can go and look at anil's stuff there is a lot of different information, even though they're private they provide a lot of stuff so you know all about them. "mad money" is back after the break. ortpart of you... your brain. with an ingredient originally discovered in jellyfish, prevagen has been shown in clinical trials to improve short-term memory. prevagen. healthier brain. better life.
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your daily dashboard from fidelity. a visual snapshot of your investments. key portfolio events. all in one place. because when it's decision time... you need decision tech. only from fidelity. i know a lot of people feel the cloud has gotten overheated, but workday and splunk real good after the bell now you know the truth behind amazon web services. i always like to say there is a bull market somewhere. i promise to try to find it for you right here on "mad money." i am jim cramer, and i will see you tomorrow
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>> 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." ♪ cheek, and i live in new york city, and i'm the founder and c.e.o. of cheek'd. i'm from a very small town in kentucky. and i've always been a very creative person, and then when it came time to make a decision about what i wanted to be, i decided architecture kind of made sense, until i came up with a passion that was way bigger. i've seen the cutest guys here.


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