Offers to sell youre refor next week. Andy bush. Two of my favorite things, the oscars and chinese flash pmi. Seth mcfarland will be on. He will be great. The smes will probably disappoint for china. The ossi trade may not work out so good. Im with you for the oscars. He has a heck of a weekend. Im going to go with the euro swiss on the british down grade. Amelia . Im with todd. I like short. The kiwi cant keep a good trade down. Kathy . I would beware of big bend. If he depends q. E. Vigorously, it could kill the dollar rally. Thats it for us. Well see you back here next friday at 5 30 eastern only on cnbc. Have a great weekend to my world. You need to get in the game. Firms are going to go out of business, and hes nuts theyre nuts they know nothing i always like to say theres a bull market somewhere. Mad money. You cant afford to miss it. Hey, im cramer. Welcome to mad money. Welcome to cramerica. Other people want to make friends. Just trying to save you a little money. My job is not just to entertain you but to educate you so call me, 1800743cnbc. After todays beautiful rally the dow gaining 120 points, the s p climbing. 88 , nasdaq falling. 97 , really knocking the socks off the panicers, worriers, and short sellers everywhere, lets cut right to the chase and go into next weeks game plan. Its clear now the most significant reason for the huge decline we experienced over this week the one where people came out of the woodwork to pronounce the bull slaughtered and the bear roaring back to prominence was the release of monthold, emphasis monthold fed meetings. Now, next tuesday at 10 00 a. M. , very, have i big, we find out how dated those minutes were when fed chief ben bernanke speaks in front of the senate. Nothing next week compares to this speech in its importance because if this markets going to avoid having another bear morning like we had on wednesday and thursday bernanke has to say that the fed sees the hazards of sequestration, he recognizes the spike in gasoline and the hurt the consumer might be feeling as she adjusts to the end of the payroll tax holiday, and hes going to adjust to it. He must make it clear, though, that hes not being profligate with all this bond buying, he is just simply trying to help keep Interest Rates down. Until employment picks up. He has to revert to and reiterate his stated mantra about unemployment. Ive got to tell you something. This is a tightrope walk worthy of the wallenda family. I think he can pull it off. That said, if bernanke somehow gets it wrong, if he falls either to the side of things are better than you think and therefore seems tone deaf to the newfound weakness in the economy, including another leg down in europe and a possible pause in the great chinese comeback, or if he says things are gotten so terrible that hes got to buy even more bonds, something that drives the conservatives crazy, then look for more days like wednesday and thursday. No matter what we get from all of these earnings. If we didnt have the testimony, then we would be spending the whole week parsing the language of retail as a whole host of them are reporting. For example, is the bullish home repair theme still intact . The one i keep talking about on the show. How about we give a listen to lowes on monday . And home depot on tuesday. Both of these companies have been soaring on the thesis that with housing roaring back people need either to fix up their old house in order to sell it or fix up their new house to improve it. The thesis is its finally worth it to put money into improving your home because with home prices rising, and they are from the numbers we saw earlier this week, you can get your money back and then some. Just like the old days. Well pay extra special attention to home depot as a barometer because it has faithfully told us what percentage of the household dollar it thinks is being spent on home improvement. So far theres been no real surge, even though home depots stock has surged, but that could be changing. And changing just when the analysts are getting really skittish about housing. Remember the downgrade about home depot . I do it in my charitable trust. Mostly because of what seemed to be an errant report from Toll Brothers earlier this week, an earnings miss that in reality was anything but. If we didnt have bernanke talking i would tell you all i really care about are the reports out of lowes and home depot because the improving domestic Housing Market immune from old worries out of europe and china has been my number one thesis for about a year on mad money and it has produced some of the most bountiful gains of any theme i have ever exploited. We know that the less well off are being hurt by what i call the script, and the script is higher gasoline prices, prices by the way that i think are caused in part by speculative hoarding, and the end of the payroll tax break. We heard that from walmart and from darden this week, even as the stocks of the largest retailer in the world and the parent of red lobster, olive garden, and lone star steak, actually rallied on the news. Maybe its not even news anymore. By the way, well hear more from darden on monday at an analysts meeting and perhaps they will lay out a strategy to deal with the weakness and talk about how the outsized dividend, which yields 4. 3 here, is still very secure. Then look, that rally todays got to be based on something. The stock could be down a buck. How about saks . I regard saks as part of what i call the gatsby cohort. Like michael kors, which hit a 52week high before it was bombed by a secondary offering or coach, which hit a 52week low, possibly because it is now fashion backward. My daughter has a vintage Coach Handbag and i know its the envy of anyone she sees who has a current coach. Which of these highend retailers is telling the truth . Is the fall in the stars if saks give us an astrono, maamic view . Or in themselves as i think it is with coach. To mix the far superior shakespeare with mediocre fitzgerald. By the way, im not a steinbeck fan either while were calling him out. More of a stephen king aficionado. To stick with the retail theme we also hear from auto zone. All right . And people have been falling out of the zone of late with the good folks at Stifel Nicolaus making an incredibly bold call today that azo will muff the corner. That would be a serious blow to the auto improvement thesis thats been such a great one. We need the zone to sate opposite, that the car market is strong, and the same way we need to hear the despot say the housing continues to hum. Wednesday. How about dollar tree . Which last time made me feel like the storys become more like a half dollar bush than a dollar tree. [ rimshot ] and groupon, the online coupon thats been such a rage and a flameout now seems to be clawing its way out of the cellar. These two will give us a lowend read and i read on the valueshop shopper. I think groupon will report a better quarter than people are expecting. Thursdays best buy. Suddenly people warming up to best buy. Betting things have gotten so good it could potentially be the target of a potential leveraged buyout by its founder. I think the companys viable instead of being what some call an amazon showroom. Either way we want to know about the kurms Discretionary Spending posthigher gas prices as well as the end of the payroll tax holiday and since everything at best buys discretionary i think theyre going to give us a good read. We have to listen to kohls, which you know is where i get my socks. Even if they dont have the best stock. They do have the best socks. Now, we know that like best buy there are rumors of a leveraged buyout coming here too. Frankly i dont care, i dont believe it and i dont want to get sucked in by it. However, i want the read on the consumer for certain. Finally we get the most controversial retail name of all. Deckers. Ugg. Ive been saying the worst might be over for uggs. Or that vf corp. Should buy deckers to revitalize them. The stocks pulds back from 44 to 40. Big inventory build of the once red hot boots. I like it in the mid 30s. Right now its in no mans land but i still believe the stock could be barrage. Lets watch how can depressed the consumer might be by reading the Michigan Sentiment survey on friday. Listen, if everyones bummed well sure hear about it from that report and the market will drop. What else matters next week . Weve been keen on hertz. And i bet that monday mornings report can give you a signal about how strong this car market is courtesy of sandys destruction of more than 200,000 cars plus the concentration of rental Car Companies at the pro trust portion of the Justice Department i meant antitrust. Did i say pro trust . Has blessed. The cell phone tower stocks. Bunch of dogs. Theyve been in a world of hurt. Okay . The best one, american tower, reports next tuesday. It con it could end the downturn with a blowout and good guidance. I bet we get it. Next up joy Global Reports wednesday. He with need a fresh read from china. The ceo called the bottom right here on the show last year. But now a word again, can he reinforce theres a real turn in china . Knows because he makes coal mining equipment, chinese use a ton of coal for electricity, xwichb the weakness of copper, the other measure of chinas health, we need to hear that in the words of cramer nonfave chairman mao there is no backsliding. Next week you need to focus on Ben Bernankes tightrope walking senate techtd Tuesday Morning and the torrent of retail earnings. But make no mistake, bernankes testimony will define the week, as i will explain when im on meet the press this sunday morning. Joey in florida. Joey. Caller booyah, jim. Booyah, sunshine. Whats up . Caller hey, what is your take on the massive drop in ver iphone . They reported an early miss on earnings and have an average Purchase Price of 19. 25. We have not liked verphone i dont know, how many maybe since like the show started. So im not going to deviate now that its had still one more disappointment. Ixnay on verifonenay to be very formal about it. Nassar in maryland. Caller how are you doing . How about you, partner . Caller about six months ago i bought shares in tesla motors. And recently its taken a big hit. Yeah. Caller and my question is do you think i should stick with it or just bail out altogether . This is a tough call because its really what i call a hope stock. And i think hope should be left in the stadium, the ballpark. But that said, you do have probably highly doubtful unless you bought it in the last three points. Youve got a nice gain. So lets do this. Cut it in half. Play the rest with the houses money. Jim in georgia, please. Jim. Caller how are you doing, cramer . Not bad. How about you, chief . Caller fine. Good. Caller i want to ask you a question about zinga. I wanted to know what you think about it now that nevada has legalized online gambling. Az said to the people on the set at squawk on the street today, zynga, i think it has oh, boy, you never want to use this word in relation to zynga. Im trying to parse it out. Ger und . What is that thing you do when you have to take sentences i think its bottomed. Its all eyes on ben bernanke next week and all eyes on me and David Gregory and maria bart rome o. An sunday on meet the press. I want you to tune in to the fed report but when the fed chief talks the market is going to be listening. Make sure you are too. Mad money will be right back. Coming up, sell your losers . Why dont you blow out some of your stocks that arent working . Hold on. Youll want to hear what cramer has to say next. And later, house wawarming spec. Cramers gone house hunting. Tonight hes on the prowl for an under the radar spec that could soon soar. Could it be the insurance your portfolio needs . Find out if its time to move in. All coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer. Madtweets. Send jim an email to madmoney cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. [ engine turns over ] [ male announcer ] we created the luxury crossover and kept turning the page, writing the next chapter for the rx and lexus. This is the pursuit of perfection. Transit fares as in the 37 billion transit fares we help collect each year. No . Oh, right. Youre thinking of the 1. 6 million daily Customer Care interactions xerox handles. Or the 900 Million Health insurance claims we process. So, its no surprise to you that companies depend on todays xerox for services that simplify how work gets done. Which is. Pretty much what weve always stood for. With xerox, youre ready for real business. You are gonna need a wingman. And my cash back keeps the party going. But my Airline Miles take it worldwide. [ male announcer ] it shouldnt be this hard. With creditcards. Com, its easy to search hundreds of cards apply online. Creditcards. Com. To deposit checks from anywhere. [ wind howling ] easier than actually going to the bank. Mobile check deposit. Easier banking. Standard at citibank. Okay. [ male announcer ] with citibanks popmoney, dan can easily send money by email right from his citibank account. Nice job ben. [ male announcer ] next up, the gutters. Citibank popmoney. Easier banking. Standard at citibank. Sometimes the forgiveness of this market just astounds me. Hallelujah take hewlettpackard, this formerly Great Tech Company reported a pretty miserable quarter last night. It just wasnt so miserable as to drive the stock lower and the market turned the other cheek and bid the stock up 2. 10 today. Hpq really took off after my buddy david faber grilled the Ceo Meg Whitman and she acquitted herself right in front of our eyes very well making me and no doubt you feel that she should be bet with and not against as she tries to turn around this American Icon of a tech company, which did see its stock fall more than 40 last year. I bet the stock of Johnson Johnson . Company dlufrz a subpar quarter and continues to get lots of love from wall street including me. Remember i liked that new ceo so much. But i did think for sure that when j j disclosed not one but two government probes into possible false claims related to hip devices and surgical mats sxkz they just did this, i thought the stock would be hammered. Instead this company which seems to be in the recall business barely skipped a beat and is down less than a i mean, ive got to tell you, talk about bulletproof. J j is about as bulletproof as they come. Down a penny in the last trade. One more hideous article today calling the very fabric of the company into question. It was like wow, boeing, what a bunch of bozos. But the stock is roaring back. Its up the Third Straight day. Its a dow jones leader. Get this. Boeing, boeing is less than a buck and a half from its highs, for heavens sake. How can this be . Because the market is totally foofshing. This move up in the face of the dreamliners woes is frankly nothing short of astounding and has to be recognized as a sign of innate strength even as that strength was completely ignored during the panic that was the midweek selloff on high volume. This markets willing to overlook so many flaws and so many flaws. How about Norfolk Southern . Nsc . This stocks been pummeled for its exposure to coal for ages and ages. I mean, talk about off the rails three months ago when the stock was at 56 Norfolk Southern told us the worst was over with coal. The old market, the bad one, simply wouldnt have believed a word this company said. But in the new market this stock has now rallied to almost 73. Not only is the market forgiving, its got a bad case of amnesia as this isnt the first coal bottom Norfolk Southern has called. But this time the market has suspended its skepticism and given the company the benefit of the doubt. All aboard. Thats not unlike Federal Express which not that long ago told you it would miss expectations and the stock dropped to the low 80s. Its now up to 105. Pretty much a straight shot higher. Since management told you that tale of woe. Thats how badly people want to own this play on a resurgent u. S. Economy. All right. I mean, unless you criticize me on this. Not everyones getting the benefit of the doubt. Right now the gang at apple is being viewed about as cool as the bell bottomwearing drones at microsoft. In fact, the stocks actually cheaper than microsoft. And get this, its being sued by a large shareholder for not creasing enough value, even as its been about the worlds biggest value creator of all time. Suddenly the streets turned on whole foods, a former darling, and it likes safeway of all things. Proving there truly is no accounting for taste. And i have no idea whats happened for coach to get its mojo back but ive been thinking, maybe it needs to get into bowling bags but the overall theme is clear. If you screw up and confess culpability while laying out a course of action youre going to be richly rewarded for it in this environment. Sought bottom line is dont be so quick to blow out of a nonperformer. It just might come roaring back without you. Stay with cramer. Coming up, housewarming spec. Cramers gone househunting. Tonight hes on the prowl for an under the radar spec that could soon soar. Could to be the insurance your portfolio needs . Find out if its time to move in. How do you keep an older car running like new . You ask a ford customer. When they tell you that you need your oil changed you got to bring it in. If your tires need to be rotated, you have to get that done as well. Jackie, tell me why somebody should bring theyre car here to the ford dealership for service instead of any one of those other places out there. They are going to take care of my car because this is where it came from. Price is right no problem, they make you feel like youre a family. Get a Synthetic Blend Oil change, tire rotation and much more, 29. 95 after 10. 00 rebate. If you take care of your car your car will take care of you. More likes. More tweets. So, beginning today, my son brock and his whole team will be our new senior social media strategists. Any questions . Since we make radiator valves wouldnt it be better if we just let fedex help us to expand to new markets . Hmm gotta admit thats better than a few likes. I dont have the door code. Whos that . He won a contest online to be ceo for the day. How am i supposed to run a business here without an office . [ male announcer ] fast, reliable deliveries worldwide. Fedex. A hairline fracture to the mandible and contusions to the metacarpus. What do you see . Um, i see a duck. Be more specific. I see the aflac duck. I see the aflac duck out of work and not making any money. I see him moving in with his parents and selling bootleg dvds out of the back of a van. Dude, thats your life. Remember, aflac will give him cash to help cover his rent, car payments and keep everything as normal as possible. I see lunch. [ monitor beeping ] lets move on. [ male announcer ] find out what a hospital stay could really cost you at aflac. Com. [ male announcer ] fintoday is gonna be anl stay important day for us. U you ready . We wanna be our brothers keeper. Whats number two we wanna do . Bring it up to 90 decatherms. How bout ya, joe . Lets go ahead and bring it online. Attention on site, attention on site. Now starting unit nine. Some of the worlds cleanest gas turbines are now powering some of americas biggest cities. Answers. If the Housing Market is coming back, then you know that i think that the housing theme cannot be denied. Despite the doubts that cropped up midweek about this sector. And if the banks are making more loans, and you know i think that cant be denied, specifically Residential Mortgage loans, another one of my favorite themes for 2013, which i did not abandon during the week, then how about we talk about a crazy idea for speculation friday . How crazy . You know what . I think this housing rebound is so robust that its time to consider buying a mortgage insurer. Albeit only for speculation. This is speculation friday. And the one ive got my eye on is radian group. Rdn for all you home gamers. The stock i told you years ago you had to get out no matter what. The mortgage insurance companies, as you might expect from the name, write insurance policies on mortgages that compensate lenders or investors if the borrowers default on the loan. So lets say you take out a loan to buy a house and put down 15 . The bank is required to go to the federal Housing Administration or a private player like radian for mortgage insurance. The cost of which is then passed along to you, the buyer of the house. Anytime the down payment on a mortgage is less than 20 the regulators pretty much require that the bank get mortgage insurance. I know. Bothered me. Probably bugs you. But during the financial crisis and the recession the mortgage insurers were some of the biggest losers out there because they had to pay endless claims. Endless amounts of claims. As millions of people defaulted on their mortgages. The losses were so bad and the pain so constant the house of pain. That pmi, one of the largest players in the industry, often considered to be the premier player, declared bankruptcy in 2011 and for years investors have been worried, justifiably, about the solvency of everybody else in this industry. Which brings me back to radian. Ten months ago there were genuine questions about the companys solvency itself and the stock traded at just two bucks and change. Since then radians been rallying like mad and wed be nuts toying nor it. The stock is now at 7. 95. I know. It sounds like a small dollar amount, but you know this is up 250 in less than a year. 250 . In fact, its almost doubled in the last three months alone. But the mortgage insurers were so toxic that for so long that im sure many of you want to write radian off as simply too dangerous. When i first looked at this idea, i said, what aim i saw the percentage. I figured ive got to check this thing out. Sure enough, dont write this off, dont do that. The mortgage Insurance Business was in trouble for years. For the very same reason its coming back with a vengeance right about now. Housing. When the Housing Market was in freefall. When no one was buying new homes and foreclosures were rampant and everywhere, the mortgage insurance stocks got absolutely killed. This entire industry was left for dead. But you know what . We knew it couldnt stay that way forever. Now that the Housing Market has come roaring back the mortgage insurers that survived like radian have come right back with it. No longer walking dead anymore. Okay . I know. New season. Whatever. In fact, radian used the slump to make itself stronger. Just a few years ago radian was the number three player in market share in the private mortgage Insurance Business. Now its number one. The company wrote 37 billion, thats with a b, in new insurance in 2012, up 139 from the year before and wrote 4 billion in new insurance last year alone. It might seem crazy to recognize a mortgage insurer but when you look at the fundamentals it makes a lot of sense and you know radians business is only going to improve as the houging market continues to pick up steam. Theres another way in which radian has benefited from the aftermath of the financial crisis as banks have tightened up their lending standards. Its much harder to get a mortgage these days and that means the policies radian has been writing for the last three years is much less likely to blow up in their faces. And theyve been incredibly aggressive in pursuing this profitable new business. Right now 45 of radians risk in force and thats the key metric that measures their maximum exposure to credit risk at any point in time comes from new insurance written after 2009. These r9 safe mortgages to highquality borrowers. By the end of this year, the post2009 business will represent nearly 75 because theyre writing so much new business now. Plus theres another component to this story. This will knock your socks off. The fha, the federal housing administrator, which is radians largest xeers with about 15. 8 of the total insurance market, get this. The fha isnt a business. Its a government agency. And right now its Capital Position is well below the congressionally mandated minimum. Thats why the fha has had to raise prices on its mortgage insurance five times in the last 18 months and its likely more price hikes will follow as this year unfolds. The fha has come out and said its market share will revert to the historical norm of somewhere around 8 to 10 . Your competitors saying its not going to be as aggressive. That lost market share needs to go somewhere and a lot of it will flow to radian. Talk about friendly competition i love this angle. For years radians been winding down its financial grarnt business where they wrote insurance for everything from municipal bonds, complex structured products i mean, they stopped writing new policies in 2008 and reduced their exposure by 61 over the last three years. On top of that some 35 of radians exposure to cdos, remember those horrible things, mature at the end of this year. The bears are still very much out in force with radian and there are a bunch of short sellers betting against the company as 25 of float has been sold short. A huge amount. Back in november barrons ran a very negative article accusing radian of being, and i quote, a house of cards. And i dont think theyre referring to the fabulousar Netflix Series with kevin spacey. Barrons was alleging they underreserved capital for the policies they wrote and overdenying claims. But the regulators have approved the way radians using its capital. Its following the standard industry practice of denying anything where the paperwork is wrong. I think the bears will be proven wrong. Radians management has said that the company will return to profitability in 2013, possibly as early as this quarter. This is the inflection point, people, and its why im going tone doris this stock even if ive hate td for 34u89 ipll years and even after its enormous move and i dont deny its had ab enormous stock. Its almost an 8 stock but it has a book value of 14 when you include the companys deferred tax assets. To me it sounds like a steal. Im not the only one. Susquehanna, a real good brokerage firm, they do good research, just upgraded the stock earlier this week and gave it a 14 price target. Heres the bottom line. Yes, the mortgage insurers were toxic when housing was toxic. But now that housings terrific again, radian has a chance to be radiant too. Which is why i think its worth buying as a speculative and admittedly totally contrarian way to play the house rebound. Gary in new york. Gary. Caller hey, jim. Thanks for taking my call mip son shawns getting bar mitzvahed april 6th and he wants to invest some of that bar mitzvah money. He likes esi. I said lets ask cramer. What do you think . First of all, mazel tov. Let me see. We like so many parts of the itt, but thats not my part that i like. I dont want you to be in that. I think look, im going to revert to tried and true here, man. Im going to revert to a disney, to a mcdonalds. I want some longterm thinking here, something that he would be familiar with and can stay in touch with. Lets do a disney, lets do a mcdonalds. Thats what i feel more comfortable with. Lets go to larry in georgia. Larry. Caller dr. Cramer, thanks for all the help you give us. My pleasure. Caller my stock is Sanchez Energy. And after gathering all the information i can find on the company, i dont think ive ever seen another company with so many bullish factors working for it but trading at only 12 times the current years estimated earnings per share. Am i overlooking a weakness in the company or is it just not discovered yet . Well, i always i was talking to nicole urkin, my associate today, and also yossi, a tech guy that i deal with at street. And he said how do you know all the stocks . I said, i dont know all the stocks. You just hit another one i dont know. I do not know Sanchez Energy and ive got to look that up too. Better than saying i really like it, sounds like its got a lot of oil and gas. Because that would reveal me as someone who im not, which is a jeker. Ive got to come back on it. Housing is bouncing back and i think the mortgage insurers deserve a second chance, and that is why id like you to look at the speculative name that is radian. A stock that i despised for years and now i have to admit is coming back with a vengeance. Dont move. Lightning rounds next. announcer at scottrade, our clients trade and invest exactly how they want. With scottrades online banking, i get one view of my bank and brokerage accounts with one login. To easily move my money when i need to. Plus, when i call my local scottrade office, i can talk to someone who knows how i trade. Because i dont trade like everybody. I trade like me. Im with scottrade. announcer scottrade. Awarded fivestars from smartmoney magazine. [ male announcer ] whats the point of an epa estimated 42 miles per gallon if the miles arent interesting . The lexus ct hybrid. This is the pursuit of petion. It is time. It is time for the lightning round on cramers mad money. Rapidfire calls one ever the other. You say the name of the stock i tell you whether to buy buy buy or sell sell. My staff prepares the graphics on the fly. Play until you hear this sound. [ buzzer ] and the lightning round is over. Are you ready, skeedaddy . Time for the lightning round on cramers mad money. Carl. Caller hows it going . Im real good. How are you, karl . Caller im doing real well. I want a shout out booyah from baltimore, maryland for you. I like that. I like the ravens too. Whats up . Caller thank you. Im a firsttime caller. I own some verizon and they did the dividend reinvestment and they gave me this other company ftr no. Verizon is so good. Dont even use frontier in the same sentence as verizon. You dont want to touch frontier. I just think youve got to stick with the ones that are conservative with good yields. Lets go to beth in georgia. Beth. Caller hey, jim, how are you . How are you . Caller thanks for taking my call. Im talking about vnc. Vernetix. Does have a lawsuit with apple. Won some from microsoft. If you want to play it play it with calls. It is speculative but they have a lot of upside if they hit the jackpot. How about chris in illinois . Caller booyah from snowy and cold chicago, mr. Cramer. Yeah, i understand. I hope it doesnt come our way too quickly. Whats up . Caller tell me your thoughts on vonage holdings. Vc. We had a caller ask about another phone company. Im going to send you to verizon. I dont want to mess around with the little guys. Might get a little speculative action but its not for me. Josephine in connecticut. Joeftine. Caller hi, jim, i want to thank you for teaching us how to make money in the stock market. Doing my best. Whats um . Caller my stock is centurylink. Whats going on . They already cut the dividend. I dont know how much more they can do. But once again it reminds you why verizon and att are the jewels of this industry. Lets go to dan in florida. Dan. Caller hey, mr. Jim, how are you . Two real quick questions. What are your thoughts on Permian Basin trust . And also if you can explain a little better what you said last week about the preference between lynn energy and lynn co . Let me just quickly do that. Your 401 k , your ira, you cant own certain kinds of ml you cant own nlps without running the risk of possibly incurring a tax. Thats yuck own nlco, which is the company they set up in order to be able to avoid that tax. And i do think you should. I really like that acquisition of Berry Petroleum and dont like the accusations that were in the press about lynn management, which i think is terrific. As far as Permian Basin, i dont know. These have been cutting their yields. Why do i want to be in a yield cutter when i can be in a yield booster . Thats lynn. Lynn co. Lets go to greg in new jersey. Greg. Caller hey, jim, thanks for taking my call. Just wanted to get your perspective on a Business Partner you that brought up with isis and wanted to know the other side of that, which is alny. Yeah, weve looked at that. You know, its an interesting speculative friday. I bless it. But ill talk about the idea of the one i like. Biomarin. Great number. Thats my spec in the group and i reiterate thats my fave. Need to go to rob in pen. Rob. Caller jimmy. Booyah to ya from glenside, pa. Glenside. Around the corner. Whats happening . Caller hey, jimmy, was just wondering about aqua america. The old suburban Water Company. You bet. That was my Water Company when we never had to drink bottled water because their waters better than bottled water np none of that plastic. Its come alive after being dormant for a very long time and i have to admit its starting to roll up. Im on board. Call me a momentum player. I will take the blame. Lets go to richard in colorado. Richard. Caller hey, jim. A singledigit mining stock. Does it still have a call . Molly corp. Ive been against that stock from time immemorial. You can say hey, jim, at this level its a buy. Ive got to have a reason to buy it other than the fact its probably too heavily shorted. Lets go to nikki in florida. Caller hey, mr. Jim cramer. Its a pleasure to have the opportunity to speak with you. Same. Caller my question is bac. Bank of america. Yeah. Now, bank of america is kind of classic of what i saw this week. When everyone was panicking out of stocks, bank of america that lose 40 yents, that was a sign to me fwhank america and the whole Banking Group is worth owning. Bank of america is good. I like the banking stocks very, very much. And im not changing my mind now. Even know theres bells telling you listen, time to go in the cash, sell everything. I heard it all this week. I think most of it is wrong. Its just mixed signals. And i like the banks. Steve in connecticut. Caller yes, jim, thank you for taking my call. My pleasure. Caller my stock is phototronics. They make photo maxz for semiconductors and right. There i prefer lamb research. Actionalertsplus. Com, we own that. Stephanie link, coportfolio manager. Why . We do like the Semiconductor Equipment stocks. Yours is good. Mine is less speculative. Big buyback. That ladies and gentlemen, is the conclusion of the lightning round. The lightning round is sponsored by td ameritrade. Holes. Look, i like to shop at kohls. I go through shirts constantly because of that pancake memory theyve got you thought i look this good naturally . Someone tweeted jimcramer and said i look sick today. It buoys my thinking. By the way, its my goto place for socks. Wow if theres a shot here where im going to show my socks. Okay . Id rather buy the socks at kohls then by the stocks of kohls. Frank. Pepsico, or do you buy the Cocacola Corporation . Lets have a taste test between pepsico snacks and cocacola snacks. Not fair. Cool ranch. This is the real definitive test. Okay . Pepsico. Definitely better. This week in the internet. After capturing the worlds imagination, mad money presents its rendition of the harlem shake. And do the harlem shake [ indistinct shouting ] [ male announcer ] time and sales data. Splitsecond stats. [ indistinct shouting ] its so close to the options floor. [ indistinct shouting, bell dinging ]. Youll bust your brain box. All on thinkorswim from td ameritrade. From td ameritrade. Ive always had to keep my eye on her. But, i didnt always watch out for myself. With so much noise about health care. I tuned it all out. With unitedhealthcare, i get information that matters. My individual health profile. Not random statistics. They even reward me for addressing my health risks. So im doing fine. But shes still going to give me a heart attack. Were more than 78,000 people looking out for more than 70 million americans. Thats health in numbers. Unitedhealthcare. Try running four. Ning a restaurant is hard, fortunately weve got ink. It gives us 5x the rewards on our internet, phone charges and cable, plus at Office Supply stores. Rewards we put right back into our business. This is the only thing weve ever wanted to do and ink helps us do it. Make your mark with ink from chase. There. I said it. They dont have pictures of my kids. They dont have my yoga mat. And still, i feel at home. Could it be the flat screen tv . The not so mini fridge . The different free dinner almost every weeknight . Or maybe, its all of the above. And all the rest. Am i home . Nope. But it almost feels that way. Homewood suites by hilton. Be at home. Transit fares as in the 37 billion transit fares we help collect each year. No . Oh, right. Youre thinking of the 1. 6 million daily Customer Care interactions xerox handles. Or the 900 Million Health insurance claims we process. So, its no surprise to you that companies depend on todays xerox for services that simplify how work gets done. Which is. Pretty much what weve always stood for. With xerox, youre ready for real business. Before we get to mad mail, its time to karch on our homework. On january 24th tyler from iowa called us about inconvenientsense, invn. I said it was a great stock, i needed to do more work on it. This is a fabulous Semiconductor Company focused on its proprietary motion processor platform. Technology embedded in chips that allows computers toto track human motion for everything from smartphones to gaming devices to video cameras. Back in november i told you to stay away from this one for a number of reasons. They had just lowered guidance. And the departure of the ceo all of a sudden worried me. But you know, ive got to admit im big enough and when im wrong i was really wrong on this. Invensense has rallied 35 since i told to you avoid it. I was way too conservative on those two red flags. And you know what . With red flags you are going to miss some good ones in order to avoid some bad ones. Okay. So whats next for this company . The Company Samsung business looks stronger than expected. And despite the run the stock is still trading at a dis count to its longterm growth rate. My view, i still regard it as speculative. So if you own it, i would ring the register on some and just play with the houses money. At least until the Gross Margins start to improve. But i got it wrong. I was too, too worried that it could blow up. Again. On that same night we got a terrific question from david in virginia on computer sciences, csc. David liked the last quarter, the guidance and the new ceo. So i decided to teak a closer look into this name, which i always viewed as falling into the always a bridesmaid, never a bride category because it was always rumored to being acquired. As many of you know csc is a Global InformationTechnology Services firm. These guys have been in serious divestiture mode and they are turning the ship around with new management which we like very much. Feels like sman teb to me. Csc has exposure to u. S. Government spending in europe, two areas that are not looking so hot to me. Dell has to too and dell decided to go private. But the stock csc has run up 18 for the year. So david, you felt like you m s missed it and you didnt. At these levels id take some profits and see how the management does in 2013. Thank you for bringing this to our attention. Again, you were late. Nicholas from florida asked me about bloomen brands, blmn. I told him i wanted to compare it to the other small restaurant chains of how theyre dealing with commodity costs before opining about the stock. Bloomen is the Company BehindOutback Steakhouse, crabbas Italian Grill and bone fish grill, roy ws a total of more than 1,400 restaurant they either own or franchise. The average check at these places just over 20 bucks. So while its not what you call fancy, bloom zen still at the higher end of the casual dining space versus, say, olive garden or red lobster. He with like the companys been able to meet expectations and its been on a huge run since ipo, up 56 since then. Today reported another Strong Quarter with erin earnings per share better than a penny better than expected. And Outback Steakhouse performed very well. But the stock sold off 5 because the company saw commodity inflation in the quarter. I think bloomen remains risky as higher gas prices and the end of the payroll tax holiday put the squeeze on the consumer at thaend at the same time as we fear higher commodity sti costs. Stock trades at a discount but it feels like when you eat unwouldve those blooming onions. I like Outback Steakhouse. I think shu wait for a pullback under 16 a bit more than a buck below where it is now before pulling the trigger but if it got there unlike so many people who say wait for a pullback and then when it pulls back they run, i want you to buy it. I have some tweets here. Mad tweets. And yeah, look, i still answer as many as i can. You go there you see all those followers, im always trying. Sometimes i favorite people. My daughter told me how to favorite people. Our first tweet comes from stevespraycal. His tweet says, jim bo, i bet you didnt know you that and i are going to the asu and washington game on saturday. Go devils. Well, you know what . I like the sun devils. So im glad that im there. I was actually thinking about doing something else, like meet the press on sunday, but you know what . If im on the devils game saturday and meet the press sunday, im on a plane a lot. Our next tweet is fro from bsimmss857. Which is infathomable to me. Jci is today the day to buy to lower my average cost. I dont like people buying to lower average cost. Hfac is coming back and thats a primary business for them. How about one from kalenmurray . Thoughts on vmware, vmw with a pullback weve seen . No. I didnt like that last quarter and im tired of the big data theme for the moment. Too Many Companies want to be in big data. Just go read the hewlettpackard Conference Call and you know exactly what i mean. Mad moneys back after the break. Coming up, Warehouse Sale . With fedex as its biggest client and an industrialsized dividend, could this reit provide you shelter . Dont miss cramers exclusive with the ceo of Monmouth Real Estate Investment corp. This is america. We dont let frequent heartburn come between us and what we love. So if youre one of them people who gets heartburn and then treats day after day. Block the acid with prilosec otc and dont get heartburn in the first place [ male announcer ] one pill each morn 24 hours. Zero heartburn. And but i am yourrtburn in thrmarket data. i know what youre looking for. Im not chained to your desk anymore. Im faster and smarter now. And so much less expensive. I am your market data. And if i do say so myself, i have never looked better. Superderivatives introduces dgx. Data done differently. Jim cramer. Youre one of my heroes. I look forward to your show every weeknight. Thank you so much for helping beginning investors like me. When you talk about the market, i just believe that youre spot on. Oh, i love it. Thank you so much. Every night we watch you, i have learned and earned. We spend a lot of time on the show talking about the rebound in Residential Real Estate but tonight i want to talk to you about the recovery in industrial real estate, which is picking up all over the country. Specifically i want to take a closer look at Monmouth Real Estate Investment. Thats mnmr. Speculative because its small Real Estate Investment trust. It sports a bountiful 5. 6 yield. Monmouth owns 73 Industrial Properties and one Shopping Center and theyre in the business of leasing these properties to single tenants for long periods of time. Now, ive been hesitant to recommend this stock, close watchers know, because one tenant, fedex, takes up 41 of monmouths Square Footage and we dont like that kind of customer concentration. But on the other hand the company just reported back on february 7th and the results were strong. With funds from operations coming in at 18 cents. Threecent beat. Monmouths occupancy rate, wow, the ratios 94 . Plus this company, and this is the most important thing, has massively outperformed the major indices giving you total returns of 50 , 103 and 200 over the last one, three, and ten years. Not a bad move from a company you might not have heard of. Even if you dont want toent stock this is a company that can can give us a read on the health of the xhern american economy. Lets check, in new guest, michael landy, the chief operating officer of Monmouth Real Estate Investment corp. , to find out more about the quarter and where the companys headed. Mr. Landy, welcome to mad money. Have a seat, sir. Thank you, jim. A pleasure. Now, i mentioned that you had a concentration of clients. That comes from my frequent guest don wood and from steve tanger, from federal realty and from tanger factory, saying listen, you never want too much concentration. But why dont you tell us why in this particular case its a good thing. Well week, big fans of federal realty. And tanger. The difference is our focus has always been a qualitative one. So our Business Model is to look only at investmentgrade tenants. So if youre looking at the whole credit spectrum from a to z, in order to mitigate the risk of certain tenants not being able to pay rent, youre going to want to have broad diversification. Because we cast this finite, very focused narrow net strictly on the Investment Grade universe, we have an allstar roster of tenants. Our tenant base is cocacola, anheuserbusch, kelloggs, caterpillar, united technologies, siemens, national oil well, sherwin williams, and as you mentioned our largest tenant is fedex. What happens if fedex gets upset with you . What happens if fedex has a bad experience with you . Our history with fedex goes back 20 years now. And weve seen time and again what a remarkable organization fedex is. They dont get mad at us. Were great landlords. We have a solid relationship. Solid longterm relationship. And we work well together. They renew leases. Theyre still in the first building we leased to them 20 years ago. Our relationship with fedex is such that i dont see each lease is a separate lease. Theres not a master lease. And i dont see it as a weakness. Its very advantageous to have such a strong tenant. And in this particular case you present in your terrific annual report and also in the q a on the Conference Call that youre an internet play, the only brick and mortar one that is an internet. Because when fedex ships more internet stuff you guys get more business. Right. Well, theres been this technological revolution going on. And retail spending, Consumer Spending is 2 3 of our national economy. Its the driving force. And suddenly theres this great migration from main street to cyberspace. And its good for the whole Industrial Property type because these goods have to be warehoused. So its doubly good for monmouth and fedex because they have to be shipped. And what were seeing with fedex is fedex ground has grown 50 over the last five years. Retail spending on the internet is outgraeg brick and mortar reeltding by a 3 1 ratio. Growing by 5015 versus 5 . Its still only 10 of total retail spending. So its very much in its infancy. Tremendous room for growth. We see ecommerce as a longterm gamechanging event. So its probably the reason its definitely the reason why theyre expanding buildings and why theyre one of the few Companies Growing and building new buildings. Your company did not cut its dividend, your payout during the downturn. Its been really steady and good. Do you think it is possible that sometime in the next year youll actually be able to bump your dividend higher . Well, backing up to what you said, because its pretty significant, deep and protracted recession was a major stress test. And most companies dividends were not able to maintain throughout the downturn. Because of our tenant base, because we have longterm leases to the cocacolas and anheuserbusch and fedex, et cetera, if you looked at our financials youd see no sign of a economic downturn. So occupancy was 95 to 98 throughout. Our earnings were sustained throughout. And they were strong and our dividend was maintained. Now, as far as your question, raising the dividend, you know, were already yielding about 250 basis points more than the average read. Thats because they all went up a lot. Yours has too. But i just thought this is a possibility. Can we give it that was a possibility . We do have the deals in the pipeline to generate accretion. And so as we get our ffo payout ratio lower he, as with get our f foch ffo payout to the point where theres substantial free cash after the dividend, we can get to raising our dividend. I dont see that in the near term. Fair enough. Youre a straight shooter. Michael landy. C. O. O. Of Monmouth Real Estate Investment corps, mnr. Its been a terrific outperformer. Youve heard the story. Stay with cramer. Stay connected to cramer on madmoney. Cnbc. Com. All stations come over to mission a for a final go. This is for real this time. Step seven point two one two. Verify and lock. Command is locked. Five seconds. Three, two, one. Standing by for capture. 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