stocks. i want you to consider these bits of anecdotal evidence just to be sure that you understand where i'm coming from. we got an extremely negative piece in the "journal." it was actually really good, i have to admit. but it was negative. about verizon's ability to pay its dividend. so how did verizon do? well, verizon's a stock that does well in slow times. it rallied. eli lilly announced disappointing earnings and an estimate cut. people think the stock's going to be down a couple of smackers. what did it do? it rallied. "the new york times" reported recently on what a beating the health maintenance organizations took new york when they had to provide coverage to people with pre-existing conditions. how did the hmos do today? how did the hmos do? they rallied. how can this be happening? because when the rotation into the wrong stocks hits, it takes up the most consistent operations, operations like walmart, which has been a total bow wow throughout this rally, because it's too consistent. people wanted nordstrom's and coach's. hmm. that's what you do when the market's getting hot, when the economy's getting hot. so we are concerned about too many of the wrong stocks going higher today and too many of the right stocks like the techs, the machineries, the steels that we like so much. they gave up nice gains from last week. and you know what else we're worried about? we're worried about the limbo effect. the earnings limbo stick. you see the stick? it started out down here last week. when we got our first earnings report, a dud from alcoa. but then one after another we got progressively better earnings. chipmaker intel. okay? intel said pcs were smoking. moves up the bar. then csx said coal, auto, steel, grains were busting out. the railroads. moves the bar up still. yum calls a turn in consumer spending with pizza hut and kfc. the bar goes still higher. and jpmorgan shot the lights out, moving the limbo stick to olympic high jump levels that could only trip up. everyone has to trip up after that, right? when you couple that goldman bombshell with the limbo stick problem, you can imagine how magnificent every single quarter from here on in has to be. but we still come back to the strength of this market and how people want in, not out, despite all the negative headlines. this market shocked people today. come on. the market shrugged off government intervention, deciding the economy's not falling off a total cliff and that a pair of golden slacks can't derail the buyers. even if the buyers flock to just enough of the wrong stocks to propel the averages higher than we thought. here's the bottom line. a rally is a rally, and in the end we got one. regardless of the wrong stocks, regardless of the limbo stick. we are going to keep liking this market unlike pretty much everybody else until the earnings tell us not to. and that hasn't happened yet. which means we are a buyer on the weakness caused by a pair of pants ripped by the government. and unlike goldman we will continue to regard this market innocent until the earnings prove us guilty. i'm starting with mona in georgia. mona. >> caller: hey, jim. from atlanta. >> hey hey. what's going on? >> caller: well, i'm a long-time watcher, and some months ago i put together a mobile internet tsunami basket. >> smoking. >> caller: but since the goldman news on friday these tech stocks are getting hit hard. is there some relation i'm not seeing? what up with that? >> mona, let me tell you something. listen up and listen good. it was just a crazy thing that happened. remember, the last two earnings reports we got from tech were amd, which people didn't like the guidance, and google, where people didn't like the cost per click. that set a negative tone for tech. i think the tone was wrong. mona, i think you should put some more money into your internet tsunami basket because it's where the action's going to be. tomorrow we hear from apple, which is a stock that i own for actionalertsplus.com, my charitable trust, as i do own goldman. can that turn the tide? i don't care. a year from now apple's higher. we have to think bigger. how about victor in texas? victor. >> caller: hey, jim. big texas-sized boo-yah to ya. >> man, i'm liking a little lone star boo-yah right up top. what's on your mind? >> caller: i wanted to thank you for educating and entertaining all of us on your show. >> you don't mind a little entertainment now and then? >> caller: i wanted to check your thoughts on vector group limited, vgr. >> oh, you like dividends, huh? >> caller: yeah. it has a 10% dividend, and it just announced security notes. but i'm not really sure on the future of cigarette companies. >> all right. vic, you came to the right man. first, i like vector group. second i like growth even more than i like yield, which is why i've been recommending you to own altria. symbol mo. that's right, the old philip morris, the domestic portion of it, for actionalertsplus.com, my charitable trust. i prefer you swap in from vector group into mo right now because altria has gains, it has growth. why? because of smokeless tobacco. dow up 73 points. is it time to take off the golden slacks or just hem them in? regardless of the limbo stick, i'm going to stick with this market until the markets tell us otherwise. stay with cramer! >> announcer: coming up, hot spot? is one health care stock about to receive an injection of profits? dr. cramer's going one on one with the ceo of unilife to find out on the "executive decision." and later, ante up. which gaming stock could have you stocking up chips? cramer's seeing if it's time to cash out or raise your wager. plus, power of the brand. could the secret to a great stock be in their catchphrase? cramer's checking in with entrepreneur and full blue founder daymond john to find out. all coming up on "mad money." some of the best ideas come from you, the home gamer. when you call in or give us some e-mail. so i was -- look, i was real excited back on wednesday, april 7th, when liz from the lone star state called and she asked me about a company called unilife, unis. asked me to do some homework on it because there's not a whole lot of information out there about the company. i did the research. and what i found seemed, well, frankly, too risky, which is what i told you on april 9th. but i am always willing to keep an open mind. that's why today we're going to hear from the ceo of unilife, so he can make the case for his company and maybe it's not as risky as i thought. unilife makes prefilled and clinical safety syringes. don't freak out you'll see what they are in a second. they aren't any old deal. they're proprietary products. this is the only company to make a syringe that has a fully automatic needle retraction feature completely integrated into the barrel and has 26 issued patents in 14 countries. in fact, unilife's safety syringes could virtually eliminate the risk of acquiring blood-borne diseases, like hiv or hepatitis, from an injection. that said, unilife, which had previously only traded in australia, has been a real roller coaster. i don't understand. opened at $8.60 when it started trading on the nasdaq february 16th, then jumping to an intraday high of $26.40 very next day, then back down to $5.41 on march 30th. that's what got us nervous. we're also worried about competition from other medical device makers like becton dickinson which you know we like and covidien which we've also recommended. especially given the company's limited focus on syringes as well as the fact it's heavily dependent on a strategic partnership with sanofi-aventis, another stock we're recommending. then there are the funding concerns. unilife is in the process of developing a new manufacturing facility in central pennsylvania. that could cut as much as -- could cost as much as 26 million, with only up to 9 million likely to be funded out of existing cash. so it may need to obtain additional financing in the future for other product development programs. but was i too worried about these issues? should i have been more worried on the fact that the company received fda clearance at the beginning of april for its 1-milliliter unitract syringes and is now making them available for sale? does unilife have more going for it than we originally thought? hey, isn't this the ideal speculation with lots of catalysts ahead? let's hear here from alan shortall, the ceo of unilife, to get the other side of the story and find out. remember, we got more bullish when we spoke to mr. georgiopoulos about baltic trading and we always welcome differing views on the shows. welcome to "mad money." how are you? >> how are you? >> okay. have a seat. show us. show us this miracle device because it really could be a miracle in terms of the millions of people who have been -- had terrible diseases contracted from needles. >> absolutely. there's over 3 million needle stick injuries every year by health care workers every year. there's over 600,000 every year in u.s. health care facilities. the current generation of safety syringes do not meet the requirements of health care workers. since the enforcement of the law and now we're in a market space which has been driven by legislation, ensuring the compulsory use of safety syringes in u.s. hospitals, the current generation do not meet those requirements. i'll give you an example. this is a similar one. this is a current generation. in order to activate this device i have to take the needle out of the patient, put my hands close to the needle where there may be a virus on it and you can see how flimsy this is. okay? so then i activate the device. >> lots of opportunity to stick yourself there. >> absolutely. and you know, since the enforcement of the law in the year 2002 here in the usa the number of needle stick injuries has not gone down. the only difference is needle stick injuries are now happening with so-called safety syringes. now, let me show you our device. this is the 1 ml. you can see the needle -- >> this is the one that's been approved. >> this has been approved for sale. >> and all of our technologies, and we've got a range of products, not just one product, we've got a range of products, and all our technologies have common features. now, you see the needle we're going to use now. watch. okay? augment and controlled retraction. virtually eliminates the risk of contracting a blood-borne virus. >> can i use it again or -- >> absolutely not. if you try to actually make it use again it will just break up. >> so people who have been sharing needles, hiv doesn't happen. >> can't do it. you can do it. >> how about if i'm -- what happens if i'm some ripoff company, i make a little change and then i go do exactly the same thing? >> our i.p. is very strong. reports completed on all technologies. before we went into the partnership with sanofi-aventis obviously they did research on our prefill syringe technologies. we have a range of products. let me pick on one, the prefilled syringe market. that market there's over 2.5 billion prefilled syringes used every year. >> for what? i got a needle last week. it was like they put this thing into the vial and then pulled it out. >> yeah. the reason why they're using prefilled syringes, pharmaceutical companies are using prefilled syringes to deliver drugs into the marketplace, prefilled syringes help to substantially reduce health care costs because of the dose accuracy within the syringe. and it gets the drugs faster to the patient as well. so it's safer. >> you gave this out in haiti, right? >> yes, we did. first commercial release of our 1-ml syringe we sent to haiti. now, the thing with the prefilled syringe market there's over 2.5 billion prefilled syringes used by pharmaceutical companies every year. we have an exclusive relationship with sanofi-aventis, which you mentioned there. >> which we love. >> sanofi-aventis used over 40% of all prefilled syringes in the world. so we're in an ideal position where our technology has been validated because when sanofi-aventis did their world search on all safety syringe technologies six years ago they came to us. and we developed a fully integrated prefilled syringe with automatic and controlled retraction, and it is the only integrated -- >> if i go into a hospital, will i already see this pretty soon? like i go to columbia presbyterian. you think they're going to use it? >> we're actually in the process of doing the whole commercial -- putting the operational infrastructure in place to start producing our prefilled syringes. by the end of this year we'll be able to produce 60 million units, and our ramp programs goes out past -- to 2016. so in five or six years' time we'll be producing over 890 million prefilled syringes a year, generating revenue in excess of $700 million. >> so therefore the capital structure i shouldn't worry? >> also with a gross margin on it similar if not better than most medical device manufacturers. but the other key thing is once we supply the device to our pharmaceutical partners we have no go to market costs. they do all the marketing, all the -- they do all the packaging and everything else. so we've got a good gross margin with -- >> i'm going to do something that may not be fair to a ceo, but the risk that i saw was this wild stock. do you have any idea why it did what it did? >> yeah. it's very easy to explain. let me point out, first of all, in the last 12 months our share price and value of the company has increased by over 300%. and the reason for that is because we keep delivering on our milestones to our shareholders and the share market in australia recognized the real potential of this company. this company has unlimited potential. so when we listed here on nasdaq, there were some logistical reasons as to why the shares didn't transfer from australia to nasdaq outside of our control for two or three days. there was no stock available. went to $28. >> oh, so people shorted it and they couldn't cover -- >> and they couldn't cover. and that's why. since then -- >> it's come down. >> since then it's in a range between $6 and $9. it hit a $9 spike when we announced the fda approval. >> it was very big. >> big volume for us, over 4 million shares traded. $28 million on that particular day. and there's charting, as you know, that sets a very nice now breakout point at $9 when we're currently trading at about $6.30 or so. >> you know what, that changes a lot. i didn't understand the transfer. i just thought it was because the thing was out of control, someone had information, other people didn't. obviously not the case. and it's very clear that while it does -- it's a limited product of syringes, there's multiple, different kinds and you have a huge market opportunity and you are endorsed by the best. we know, because we think they are the best. i think that alan shortall and unilife, i endorse it as a speculation. is it going to be becton dickinson? hey, maybe one day. great to see you, sir. thank you for coming on the show. nice to meet you. >> thank you. >> "mad money" will be back after the break. >> announcer: coming up, ante up. which gaming stock could have you stacking up chips? cramer's seeing if it's time to cash out or raise your wager. not all casino stocks are created equal. some are a whole lot more equal than others to paraphrase the late great stock seer george orwell. but the market treats all the gaming stocks as if they're exactly the same. cookie cutter, vanilla. last wednesday mgm mirage preannounced ugly. it was a disappointing first quarter guidance, with most of the shortfall coming from the weakness at its strip and city center properties in las vegas. now, predictably the stock, mgm, took a hit immediately, 6%. that makes senls sense, right? but wynn's stock was also down. what i classic buying opportunity. because this coming wednesday wynn is opening what might be its most profitable casino ever, the encore in macau. you are getting this stock well below where it would be without the bad news from competitor mgm. you see, most of the problems at mgm mirage are either company-specific issues or vegas-specific issues. and while this company is more than 80% vegas, wynn, on the other hand, is less than 40% vegas. so what's bad for mgm isn't necessarily bad for wynn. mgm is by far the dominant player on the las vegas strip. and right now those properties, well, i'll tell you what they're doing. they're not doing well at all. on the strip revenue per available room, a hugely important key metric in the lodging business, decreased by 8% in the first quarter of 2010. and total casino revenue is expected to be 5% lower than last year, with slots revenue down 1% per quarter. in short, vegas is hurting. and mgm as the premier vegas play is hurting too. now, wynn on the other hand is now mostly a play on macau, the only place in china where gambling is legal. and they do love to gamble. apparently the initial results from mgm's city center property, a sprawling 17 million square foot mixed use massive urban complex on 76 acres of the vegas strip just opened december 16th were well below expectations. so far it's posted an $84 million loss before an impairment charge to residential inventory and benefiting from $24 million worth of forfeited deposits. and it's not just vegas that's killing mgm. this company is also weighed down by its humongous debt load. $13 billion in debt on the balance sheet versus just 2 billion in cash. >> the house of pain. >> that's why -- >> sell sell sell. >> try as traders did last week, you cannot extrapolate from mgm's problems to the rest of the gaming industry. and why wynn with a pretty terrific balance sheet versus mgm should never have been down off mgm's negative preannouncement. that's because while wynn does have two hotels in vegas it has more exposure to macau, which is generating billions of dollars in revenue for wynn's casino over there and represents 63% of wynn's revenues, while vegas now makes up just 37%. now, mgm has some macau exposure too, with the mgm grand macau, but you see it only has a 50% stake in that casino, which makes up just 10% of mgm's square footage. not only that but we got this big news ahead that no one talked about. i listened all day. everyone was talking about the golden slacks. wynn is about to open its second macau property, the encore. i hear it's unbelievable. at wynn macau wednesday, the 21st, which steve wynn the ceo claims is the most beautiful property he's ever built, you've got to listen to his conference call. he gives you the details. and best of all, it will be the only new casino opening in macau in all of 2010 as the government looks to be slamming the door on new macau casinos. right now wynn has 16% of the market share in macau. double that of mgm. and that should jump still higher with the encore opening. how important is macau? how important is china so wynn? okay. ubs has a -- they do good gambling work. they have $95 price target on the stock. 84% of that is from macau. plus, wynn has had a major success with the hong kong ipo of its macau business, something that gave the company a load of cash and an independent way to value these assets. now, wynn has already given us more than a double since i told you on july 21st of 2009 at $39.77, giving you 108% gain. not done. i am telling you, the stock has room to run. this is a company that caters to the high-end consumer, to vips, in the language of the gaming business. and that will be even more true when encore opens this very week. something that i think, by the way, will cause analysts to upgrade or reiterate the wynn buys, even though the stock was weak. we are ahead on this one, ladies and gentlemen. you just cannot lump this stock in with the likes of mgm. better properties, better numbers, better management, better everything. on february 25th wynn reported its fourth quarter results. macau results were -- in particular they were stellar. table game revenue up 5%. year over year slot machine handle increased 9.4%. occupancy up to 90.6% from 86.8% the year before. have you had anybody that had better numbers than a year ago? wynn's revenue per available room came in at $246, 4% higher than the 2008 levels. the company's balance sheet is impeccable. okay? much stronger than mgm's. it's got 3.6 billion in debt but 2 billion in cash. that's at the end of the fourth quarter. unlike mgm and vegas the key metrics at wynn must have taken their cue from cramer fave jackie wilson, because they are going higher and higher. best of all, when you buy wynn you're getting the best management in the business in the form of, yes, steve wynn, a gambler who has followed the sage advice of investing guru kenny rogers, you've got to know when to fold 'em. got to know when to hold 'em. just last week wynn folded. he decided to fold on his bid to take over planned riverfront casino project in philadelphia. he astonished people, but he looked at it, and he said you know what, this isn't a good opportunity, i'm not going to bang shareholders are this. he did the smart thing, and he walked away. this man, unlike all almost all the other casino managers, does not take unnecessary risk. here's the bottom line. if mgm preannounced a bad quarter don't sell the whole gaming group. not every casino stock looks like mgm. and not every casino stock is concentrated in vegas. instead, when the whole group goes kerfluey, goes down together, you should buy best of breed wynn, especially before the encore opens on wednesday. i think this $80 stock could go to $100, when everyone understands that wynn is macau and what goes on in macau doesn't stay there, it goes right to the wynn shareholders. let's go to greg in connecticut. greg! >> caller: boo-yah from nutmeg state, jimmy. >> boo-yah, chief. how you been? >> caller: all right. listen, as a former neighbor i need your help. >> sure. >> caller: listen, i've been watching these gaming stocks. >> right. >> caller: climbing, climbing, climbing. i hear the bad news. i hear the sentiment bad. the airlines. same thing. they keep climbing higher and higher. with high unemployment, credit tight, where are we going? help me get my head wrapped around this. >> well, we, kemosabe, is china. and if we've got china, we're doing well. now, the consumer is getting a little better. okay? the consumer's starting to feel better in our country. not enough to do the job. but if you have the right combination of china and vegas your stock's going to be rocking. and that's the ticket. let's go to alexander in california. alexander! >> caller: boo-yah, boo-yah, boo-yah-boo-yah, boo-yah! >> holy cow. >> caller: running with the bears. >> huh? what? what did i do? what did i do? what did i say? oh, is it a stock? what's the stock? do we know -- >> caller: priceline. >> price club? >> caller: priceline. >> priceline. this stock's so hot. this one is too hot for me. this one is sizzlean. there's a couple stocks i won't opine on because it's too hot. priceline's one. surgical's another. i can't get near these. they are radioactive. i don't know if they're going to go higher or lower. they're nuclear power plants. i don't know if they're 3 mile island or if they're going to be peach bottom. in other words, a good one and a bad one. too dangerous, too risky for me. i'm sorry, but i am indeed punting. john in california. john. partner, where are you? where's john? >> caller: here's john. >> oh, man. okay, go ahead. >> caller: boo-hoo-ya? >> what's the matter? we didn't do that bad today. >> caller: i'm talking about the san jose sharks last night. >> i wish i could help you but i'm so busy enjoying the flyers romping over the -- >> merger. >> -- devils. >> caller: a couple weeks ago you were talking about california companies that could appreciate when california turns around. >> right. >> caller: and one was costco, which i also own, and you're 100% correct there. >> thank you. >> caller: their stores are always full and the shopping carts are so full. >> i'm glad you said that because you know the stock has been acting mighty poorly. >> caller: that's good. i trade it. so it's fine with me. >> excellent. you are right. that's why i've been buying it for my charitable trust. let's make some money. >> caller: the company i want to talk to you about is southwest airlines. the symbol is luv. >> luv for sale, my friend. luv is for sale. i will not recommend an airline stock on this show. it has had a great run. it is along continental, among the best, but you know what? this show has purity. the airlines, you add all their earnings up together they've ever had since they started, they've lost you millions. billions. i'm willing to pass on an attractive opportunity to buy luv. and for me luv is for sale. you've got to know when to hold 'em. you've got know when to fold 'em. remember, not all casino stocks are created equal. we've got a big event this week. the encore is opening. i want you to think about getting rid of the las vegas sands, selling the mgm, and picking up some wynn resorts. stay with cramer! >> caller: coming up, ride the lightning. take a non-stop thrill ride as cramer takes stock after stock, all your calls taken rapid-fire on the "lightning round." it is time. it is time for the "lightning round" on cramer's "mad money"! hey, what's that all about? rapid-fire calls one after the other. you say the name of the stock i tell you whether to buy buy or sell sell. just to be clear i do not know the caller or stocks ahead of time. my staff prepares the graphics on the fly. we play until we hear this sound. [ buzzer ] and then the "lightning round" is over. are you ready, skee-daddy? time for the "lightning round" on cramer's "mad money." brand new week. let's get fired up. elaine in north carolina. elaine! >> caller: hi-ya, boo-yah! >> how have you been? >> caller: good. quick question for you. inherited some at&t stock. pays a nice little dividend. interested in knowing if it's a hold, sell, or reinvest the dividends. >> i think it's a buy. there's a negative article about verizon not being able to pay its dividend well. i think randall stevenson's doing a good job with at&t we've got a little bit of a comeback in business that stock's right at 30. how about we go to rich in my home state of new jersey? rich. >> caller: boo-yah to ya, jim. >> nice. maybe potential philadelphia, southern jersey boo-yah to you. what's up? >> caller: company that has no debt and $10 in cash per share. what do you think of forrest laboratories? >> i thought this thing was beaten like a redheaded stepchild. i wanted to step in and buy it. people really worried about the drug approval. i'll tell you how i feel about this. there's a lot of other drugs at forrest labs. this is not a one-trick pony. i want to pull the trigger right now. just like i wanted to do on thursday but i was looking at that chart saying enough is enough let's do some buying. margaret in georgia. margaret! >> caller: boo-yah, cramer, from thomasville, georgia. >> wow. man. heartland. let me help. >> caller: heartland. good. amt. american tower. >> oh, man. has this stock been going lately. it shouldn't be. this company is the solution for a lot of these carriers including at&t. we need more antennae. we need more antennae to make this thing work. you know what i mean? just think about antennae. think about me doing this. and you'll think wow, i should buy amt. or you might think other things about me too. but remember amt. steve in maine. steve. >> caller: hi, jim. jim, i had a question for you. if bank of america should get downsized, how would that affect its stock price? >> no. i know. it would be back if it downsized. i've got to tell you something, brian moynihan and the team at bank of america, the merrill lynch people delivered an amazing quarter. it was lost in the shuffle. totally lost in the shuffle. it's going to determine that -- >> merger. >> -- was a very good one between bank of america and merrill lynch. here's the thing people have to recognize. that quarter was done and printed in the heart of the goldman tsunami, when everyone was like this. i liked it. was it as good as jpmorgan? no. but it's a much cheaper stock than jpmorgan. by the way, you want to read a good piece? read jamie dimon's annual letter. it is brilliant. he's the ceo of jpmorgan. let's go to brian in ohio. brian! >> caller: boo-yah, jim. brian from the buckeye city, columbus, ohio. >> columbus, ohio. we've been there. we loved it. we think that town rocks. also limited, by the way, rocks, which is headquartered there. how can i help? >> caller: yeah, i just want to know about the company am i home. >> it's okay. we got a number today, it was really good. but again lost in the shuffle people say it's a bad number. they didn't do the homework. i did. standard pacific knocked down 26 cents today. i'm a buy buy buyer. i'd pull the trigger here multiple times. ed in new york. ed! >> caller: hey, jimbo. big boo-yah to you, man. how's it going? >> right back at ya. what's up? >> caller: listen, i've been watching isrg for the longest time. always wanted to get in but it keeps going up and up. we had one opportunity the other day, went down like 20 points. what should i do? >> again, i am always willing to admit when i am confused. i think that's really important. the one thing you want to do in this business is never say you have conviction when you're confused. i thought that quarter looked good. now, i know the stock ran, but it got hit on what i thought was a good quarter. so i feel like i had to take myself out of the running and not venture an opinion because i still can't figure out why the stock went down. so why should i be able to figure out what would drive it back up? [ buzzer ] better just to own and admit than try to be clairvoyant and get hurt. albert in nevada. albert! >> caller: yes. hi. >> hey hey, man. what's up? >> caller: boo-yah-boo. that's a boo-yah coming and going. >> i like that. i'm going integrate it into the repertoire. what's up? >> caller: i wanted to know what your opinion is of chipotle, cmg. >> expanding in europe, putting up great numbers. the new a stores look fabulous. i've got to tell you, i am a screaming buyer of cmg. screaming buyer. right at this level. i'm glad you brought that up because i really like it. let's take one more. let's go to frank in new york. frankie! >> caller: how are you doing, jim? >> good. thanks for asking. how about you? >> caller: long island, new york. okay? you have a great show. i like it very much. it's very informative. >> thank you. just a sec. i'm watching this mets-cardinal game. it's in the 39th inning. >> caller: oh, boy. >> any minute now it could be breakout. what have you got? >> caller: i have a stock. symbol is ftr. frontier communications. >> look, i know that 12% yield is enticing, but i'd still rather have the safety of win, wind street, which we've now been behind for almost three points. i would say don't buy, don't buy frontier. i don't want to end this "lightning round." i'm having too much fun. oh. the people who pull the trigger on me say the "lightning round" is over. [ buzzer ] >> announcer: coming up, power of the brand. could the secret to a great start be in the catch phrase? cramer's checking in with entrepreneur and fubu founder daymond john to find out. i'm not stopping with this thought. it is important to listen to more than just stock experts. you've got to be willing to get new ideas from people who know more than we do, who understand the business side of things. rule number 21 from "getting back to even." and it's doubly true when it comes to the consumer. well, we can talk about price to earnings multiples, product cycles, estimates all day. but that doesn't necessarily give us any insight into what people like or why they buy what they buy. so therefore, we don't know what the future's going to bring. to really get inside the head of the consumer we need to hear from someone who's actually done that, who understands how people think better than you and i do. that's why i am thrilled to have daymond john, aka the shark, the fashion designer, author, and businessman best known for being the founder and ceo of fubu, on the show tonight. legacy. he successfully created brands. he's written books about it. "display of power: how fubu changed the world of fashion." and my favorite which i loved, i loved and i learned so much, ul too. "the brand within." he's also a participant on "shark tank" the reality show on he can help us understand the loyalty based relationships that brands and celebrities create with their fans. he's also a fan of the show. when we spoke to danny meyer, remember, the author and restaurateur, another guy that understands the consumer side, we created a hospitality index of companies that knew how to make their customers feel at home. it's dramatically outperformed the s&p 500, up 114.5% since february 2nd, 2009 versus 45% for the s&p. tonight we want to do something similar, put together a daymond john brand loyalty index including his hand picked favorites. ralph lauren, jetblue, avon, under armour, disney, jpmorgan, and first solar. he's a brand master with a unique perspective on public companies. we want to hear how brand loyalty should boost these names in our index along with other lifestyle brands like apple, google, and coca-cola. mr. john, welcome to "mad money." how are you, sir? >> thank you. i am good. thank you for having me. >> before we sit down, i understand that you do a pretty darn good jim kram. >> well, i want to be a brand. so think about when people hear this. hey, i'm a shark. welcome to brand money. welcome to daymerica. some people want to make friends. i just want to make you a brand and if you make a brand you will definitely make the cash. i'm not only here to entertain you but to educate you. so please call me. 1-800-743-cnbc. >> there was no cue card. that was done. you are the master. >> i learn. i learn from the best. >> oh, man, you're the best. have a seat. all right. let's start out. what does a brand mean to a stock, to a company? and why -- how do we get to be like you? how can we start figuring this out? >> well, here's the problem. ceos themselves, a lot of them do not understand the aspect of branding because they have enough things to do. financing, product development, making the shareholders happy. but you're being branded regardless. no matter what. that's why when we listen to the conference calls every quarter it's not because the data's not there. we already have the data. we want to hear that tremble in the voice or that confidence from the ceo. and then we buy into it or we say pull back. look what happened another day. google, they just said the ceo will not be on the conference call anymore. >> what did you make of that? >> i don't know. but i saw the market made of it let's pull out of here because somebody's nervous. >> right. >> so here's my thing. you need to understand branding as a ceo more than anybody else because you know, the only company that doesn't need to brand? department of treasury that's all i care about. >> i love that. now, here's a shorthand that i think you've figured out that no one else has. three-word brand. explain it. >> the three-word brand. everybody needs to have three words to represent their brand, whether in person or their company. so bmw, fine german engineering. tnt, we know drama. my favorite, white castle, what you crave. right? >> don't you love that >> even the swears -- i'll be back. if you can sum up your -- it's a mission statement, your staff, people in the world, everybody will know your mission statements with those three words like nike -- just do it. understand? >> if the book "the brand within" you explain the concept. >> wait. >> what do you got for me? >> i like the fact that we have the bull and the shark here. this is my first book that i wrote, you know. sorry, i didn't want to hit that. that's a second one you did an endorsement on. i like that. that's that one, right? and this is your bobblehead, right? >> yes. >> and this is my bobblehead >> come on! you are stealing my brand! >> i'm leveraging off your brand, i'm not stealing it. that's what people have to do these daze with their companies. >> who has didn't a bad job branding? who doesn't belong in the index? >> intel is doing a bad job. what about blackberry? they have pushed technology, been out a long time, they sold more units this is quarter than any other time but the stock suffered. why? would you buy a blackberry television? >> no. >> but you would buy an apple one. >> absolutely. with it's name on it. >> it created a halo effect. blackberry has clear clean technology. why can't that be handsets or why can't there be television monitors or anything else? we would buy into because apple created such a halo effect, i don't care what they sell, i'm a buyer. >> it's true. >> it is. >> ipad, people bought 300,000 before they even saw the thing. at&t decided to take the iphone before they seen the iphone because of the halo effect. >> the halo effect. >> you have tiger woods, the greatest golfer of our lifetime, tarnished brand, takes away from the company? >> here's what it is. i can sit here and talk about branding, but you have to come from a base of purity. >> right. >> now, tiger woods, why are we into tiger woods? because he plays the best game of golf in the world. at the end of the day, i'm telling you now live it will not matter. muhammad ali damaged his brand at the most pivotal time in our nation. the most celebrated athlete in the world. kobe bryant not only was infidelity, they accused him of breaking the law. more sponsors now than ever. why? if tiger comes back and does what his brand is for, that's all we care about at the end of the day but he has to stay true to his brand. >> let's talk about some in the index. i want to mention some that i think are terrific. >> disney. >> mickey house is everything. they have espn magazine, whenever you think of a movie that comes out by disney, it's always clean, happy, fun and makes you feel good. >> most controversial one in your index, jpmorgan, don't we hate all banks? >> we do hate all banks but you know what? dimon. jamie dimmed was a traditional close to the chest ceo that ran his business, and it was because his brand was replicated in jpmorgan. >> so right. that's why i think that stock is a winner. the book is called "the brand within." now listen, damon john, businessman, fashion designer and author. join me tomorrow 7:00 p.m. at borders, come to new york for this thing. he's going to be signing copies of "the brand within" which i have endorsed and loved. i don't know, what do we have? >> we're branding. this is my -- >> you are the best. you are the best. we'll try to make more money. >> later. all right. obscure, obscure within the goldman sachs controversy was perhaps the best banking quarter of all. rivalling that of jpmorgan or even exceeding it. i'm talking about what vikram pandit delivered this morning with citigroup. it had everything we wanted. genuine revenue growth. we hardly have got. a hair of revenue growth from the bank. great balance sheet, big improvement. i like it. i promise to try to find it here. here on "mad money." i'm jim cramer. see you tomorrow. this is a cnbc original. >> whose walmart is it? >> my walmart! >> i am very excited to be your host for the 2009 walmart shareholders meeting! >> when he came into the office as ceo not very long ago, what went through your head? >> to move into this office, these paneled walls that sam walton had installed is a tremendous honor. >> in fiscal year 2009, your sales eclipsed $400 billion. >> buyers come out into this area. they meet in these little rooms and negotiate billions of dollars of purchases of product. >> last year the international division opened 500 stores. >> we got rid of the smocks just to signal a change. >> we love our relationship with our associates. we're a family. >> ha. >> what do we want? >> free choice. >> when do we want it? >> now. >> you are not my family. >> 2 million people your family? >> it really is that way. >> you're made to work overtime. >> yeah, when it's busy, sometimes stay overnight throughout the night, 24 hours a day. >> 24 hours a day? >> i don't mind standing up and letting walmart know they need to pay a decent age and let folks organize. >> you know what, i'm sick of being threatened by you people. i want the union. >> these workers seem much more emboldened than they have in the past. >> every worker has the right to join a union. now is our time. >> i despise walmart, because of what it has done to too many communities. >> we need walmart. >> it has been suggested that i drop dead or be tarred and feathered. >> with this ribcu