 Hey, good Monday morning everyone. We are on the floor of the New York Stock Exchange with Jim Kramer to talk about the markets. But Jim, first you just got back from Eagles training camp. My favorite day of the year is when I go down to training camp and be able to see the players. I love the Eagles so much. Mr. Laurie, great franchise owner, Howie Roseman, Jake Rosenberg. These guys are behind the scenes. Of course, Coach Peterson, amazing, Coach Reich. I mean, these guys are just fantastic. Coach Schwartz, Coach Groh. And I got to watch them play and then I addressed the huddle of which I taught them UPOT. Because all the CEOs of the world know you've got an under-promise to deliver. In Philadelphia, which is such a tough town, heavy burden, don't over-promise. Because if you don't make it, they'll destroy you. So I want the team, which I love so much, to just say, listen, we're going to do the best we can and then kill it. Good advice and we love all your pictures on Twitter about it. Thank you. I mean, I just, well, they're fabulous. What can I say? It's a great team. Great team, great weekend. Let's move on to news of the day topics. United Technologies potentially making a bid for Rockwell College. It makes so much sense. I think they have to do it. I think that it's just a great way to be able to balance the tension against Boeing. Because Boeing can play off everybody. But if you own the landing gear, if you own the brains, if you own the inside, the seating, you can be a player that can say to Boeing, listen, we're not part of your partner's plan to be able to make you more money. You're going to make us more money. So it changes the balance of power. So I hope Greg Hayes does it because also Otis has been a little soft. You never know about HVAC, but boy, aerospace is fantastic. Wouldn't he's great? This would be a fantastic move. And I love the turbine business, but that's a hero. You don't have to pay a lot now and we'll service it. I want money now. This BEA Rockwell College company would make them money now. Even at 140. You have a fantastic article in real money about this. Should people pay more attention to aerospace than tech? Yeah, it drives me crazy that we just presume that all high growth is in tech. The best long-term growth story is in aerospace after the cloud. The cloud is a great long-term story, but there's a lot of competition. Aerospace, very little competition, and great long-term story. Moving on, Sprint and T-Mobile reportedly resume merger talks. I'd have heard of David Faber. Sprint's talking to everyone, so everyone's talking to Sprint. But the word is that Sprint's stock is overvalued because the balance sheets from hell. I think T-Mobile would like to own Sprint. Remember, the regulators blocked that. I don't think anyone should be buying any of these on this takeover. Own them for fundamentals, which means I think Sprint's too high. T-Mobile's okay. Charter, my child actually owns Comcast. That's the one, though. You talk to John Leisure all the time. Is this something he would want? He's having so much fun. No, you wouldn't mind running both companies. If Claret were to step aside, I think you'd love running both companies. Are also Apple reportedly going to release a cellular watch? Yes. I want to make calls to my watch. I don't want to just send smiley buttons. I send smiley buttons all the time. I really want wireless charging because when I have nights where I barely go to sleep and I'm wearing my watch, it's not long enough to charge. I don't take it off. All I hope is that Apple develops a wireless charging phone that I can make calls on because that would be a game changer. All right. So Apple has one customer right here. Oh, yeah. And remember, own Apple. Don't have to trade it now. There you go. Okay. Also Berkshire Hathaway profit declining for this most recent quarter. Yeah. The book value went up and that's how he measures himself. Who am I to question how he measures himself? I'm with him. By the way, I continue to come back to his incredible last letter where he talked about hedge funds versus Vanguard and thinking that Vanguard's better. Everyone should read that. If you haven't read it, it's really important. But also, their retail segment did better this quarter. Well, for Berkshire? Yeah. Not a new mover. Okay. Also, Brighthouse Financial went public. They're actually replacing... I like Met. Yeah, AutoNation, I don't know. Yeah. I like Met because I like the international breakdown. It's 60, domestic 40 international group benefits. But look, neither of these really intrigued me. If I want insurance, I like Chuck. And then secondarily, I like AIG on the restructure. All right. And then on Stop Trading, Jim, you talked about Tyson Foods. Yeah. I mean, look, they bought this company, Hillshire. Everyone thought they overpaid. It turns out that what they wanted to do was diversify away from just being chicken and to have some of the shell space for Jimmy Dean. It was brilliant. Beef was up 5.3 percent. Nice move, Hillshire. Nice move, Tyson. Okay. And then on Mad Dash, you talked about NXP Semic Conductors and Action Alerts Plus holding. Yeah. We told people not to tend. We said, hold on to it. The company is worth more when you look at Skywork Solutions, when you look at Broadcom, when you look at Corvo and NVIDIA. And it just seems like that Qualcomm needs to get this so badly, but they're not going to get all the shares they need to close the deal. I think a lot to pay up. Qualcomm is not saying. All right. I'm sure you're going to have more on this for the AAP call this Wednesday. Yes, absolutely. I'm looking forward to that call. We're going to talk about the hits and misses, because the misses are more important than the hits when you're trying to figure out how to manage your portfolio. And perfect timing because Simmerx Energy reports on Tuesday. I expect nothing. I'm telling people, look, the oils are not working. The Permian's not working. Oil can't get through 50. We're not telling people to buy these. And we're not. I mean, one of the things that people have to recognize about the club, it's more like, I mean, we're in them, but we're not encouraging anyone to buy them. We have ones that we like, and you should look at those, including a new name that we did today. All right. And then we have Disney reporting ESPN will be in focus. I'm very concerned about Disney. But not because of necessarily Disney. I'm concerned because when I look at, even though it's a much better holding than Discover or Scripps or Viacom, in the end, I just think the cable companies and millennials are conspiring against companies that produce content unless the producing content on Netflix. Great piece by a guy named Buster Cohen, C-O-E-N, on the street about movie theaters and Netflix and blockbusters that must be read. It's a great piece. Indeed, Jim Cramer will leave it there. Thank you so much. Thank you. All right. For more information on the stocks Jim mentioned, head back to TheStreet.com.