 Hey, good morning everyone. We are on the floor of the New York Stock Exchange with Jim Cramer to talk about the markets and Jim Let's begin with our conics earnings. Yeah, look our conic look very good now The problem is our conic does not have a CEO yet. They have an acting CEO very good with United Technologies I like the global rolled number that was a little better than expected obviously the earnings itself are better than expected they do have a response to the sheeting that caught caught fire in London Overall the thing you want to see here is what does Elliott say about it? Elliott partners driver part of why Klaus Kleinfeld was only fired mostly because Klaus said some stupid things not because anything that Elliott did but we own it for our charitable trust and I feel very good about that about the longer term for guests these day-to-day very hard to judge They get the right CEO in there. You really could clean up. We'll be watching for your Bolton's Let's move on to Halliburton's quarter. You know like Halliburton was a good quarter now on the conference call They talk about you know Like Union Pacific some of these companies that have such a strong quarter They don't want to necessarily say it can continue I urge people to go to slumberge's quarter or to read my real-money piece about what slumberge saying slumberge had been the most bearish their turning and becoming more bullish against them is rusty brazil an RBN energy a Must read who is saying don't forget when it gets to 50 they sell the futures again 4350 4350 4350 something that our own expert Carly Garner certainly agrees with yes And we have an OPEC meeting in the background and the OPEC it's not OPEC It's not it's not OPEC and OPEC in St. Petersburg There the problem are two countries Libya and Nigeria that are so hobble by internal issues that the that the OPEC countries are Not willing to crack down on them quickly the Saudis the Russians are supposed to be exerting a lot of discipline I find that to be Kind of well their discipline is reckless to me Hey caterpillar was upgraded by BMO Yeah No caterpillar is a company that if you believe the longer The numbers that BMO puts up the numbers are sharply higher than expected and there they're focused on a couple of things They're focused on a big cyclical comeback That would be oil that would be minerals that would be road building and they're talking about streamlining Which is definitely something that has been happening you've taken a lot of costs out where they're missing is I think that this week Dollar is going to be a very interesting story for them Remember they go against the yen for a lot of things because they go against kamatsu and the translations might be better Caterpillar has now moved up So even though it could be up again. My advice is you kind of missed it Meanwhile KKR buying WebMD WebMD is one of those stories where it's been up up up So I thought that for sure it was going to be bought. I didn't think it would have such a premium a couple billion dollar deal An under monetized asset if yes, I mean Wedbush saying that Amazon's revenue will top estimates Yeah, I don't like this kind of call because what happens is that a lot of people just start buying calls and a lot of people come on my Twitter and just hey gyms we buy Amazon buy Amazon buy Amazon I am thinking Amazon's a long-term buy But you know what now you want to buy half it when you get that kind of Coming in hot you buy half and then you buy other half after because I still believe in the world domination theory Meanwhile Goldman RBC and Oppenheimer bullish on Blue Apron. Yeah, I think they kind of have to defend it down here I mean because the stock has just been completely hammered, but the up the Ambulus Commentary reads as if Amazon doesn't matter and I think that we see from Home Depot down again what we see from Macy's what we see from anybody who's really been challenged with the exception of Walmart by Amazon You're catching a falling knife and that's just not something I can advise. What are you going to make for Blue Apron? Golden t-shirt can go back to 11 I don't know how it does that though They would have to be a model like grubhub which really surprised people and came back But I would not but grubhub is a very superior operator Blue Apron has a lot of imitators now a lot of people feel that what that does is make the category better What it says to me is that you're gonna spend a lot more money and not have the return I don't like Blue Apron and then on mad dash on squawk in the street. You talked about has bro Yeah, I mean look, I've got Brian Goldner tonight It's just gonna be very important Hasbro's down very badly the numbers were not what I expected or anybody else expected Let's see if they can't have when I speak to mr. Goldner An explanation plus an outlook for cues three and four that might be a little better and maybe it's an opportunity I wouldn't write it off yet. All right That's tonight med money 6 p.m. Eastern and then on stop trading you talked about constellation brands Yeah, you know Judy Hong when I've liked very much Even sometimes you know, look, these are animals who've been at it for a very long time She talks about the slowdown in beer in the category and craft beer and she downgrades Sam Adams to an outright sell. She says that the real weakness again is cores and bud, but because of the import Constellation had kind of a windfall with the collapse of the peso pesos gone from 21 to 17 So therefore she thinks that maybe it won't be as strong You know what that may be true But constellation is doing a lot of things to be able to get away From just medello corona and by the way medello corona and then watch pacifico pacifico has been growing If stz gets hit that's an opportunity All right, we have a few companies reporting earnings on tuesday that jimmy want to get your thoughts on first up domino's pizza A domino's pizza this time was not rumored down Domino's pizza is a technology company that sells pizza. The stay at home thesis is still very good Here's another example the stock has run So you only put half on if you're going to buy and then you wait to see if the bears knock it down But the long-term trends are very good. They have a fantastic asset like model. All right one more mcdonald's You know, I think mcdonald's has had a big run But every time it's had a big run steve is your book then shock shoot was something new They're going to have good affinity. I think they're going to talk about a roll out of affinity plan I think the comp store sales numbers are better Don't forget that's also a great weekly dollar play and then lastly chipotle Okay chipotle, you know, I they have a um What can I say, uh, I had felt that after 18 months after the norovirus incident december 7th of of uh 2015 at boston college That uh, you could toll it and say 18 months later. They're fine But uh, the toll started again with this most recent thing. So it's not a pie. Wow. All right jim crammer Thank you so much as always. All right for more information on the stocks to mention Please head back to the street.com