A phenomena that gloriously stopped today. Dow dropping 27 points, s p and the nasdaq both shedding 0. 1 . As we hit a legitimate bottom down about 6 , we have been rallying as if things are terrific and getting much better. You know what . Thats fabulous. Or at least it will be fabulous if it were true. But its not. Truth is, we have some good, we have some bad. Real concerns. As well as some pedestrian ones. So tonight were going to explore the notion of the two tracks. The track of sanity. All aboard and the track of recklessness. The track of rational. And the track of irrational. So we can make sure to stay on the right one. If were not careful the irrational track will end on the dreaded third rail. First, whats rational . Okay, well, we want stocks to go higher when they beat and raise expectations. We want stocks to go down when they miss expectations or do something that hurts their earnings. When nothing happens, well guess what, we want nothing to happen. We want stocks to do nothing. We want them to rally every day. Day in and day out on nothing. Thats whats been irritating me lately. It made me more skeptical and i dont want people to draw into the stocks they cant hype. Sometimes the rational does look irrational, lets call it a sheep in wolfs clothing. When we heard that macys and home depot disappointed in the earnings didnt go down, but they flew up. Believe it or not, thats okay. Why . Because you see, they were supposed to disappoint. They were supposed to miss. They were supposed to scrap. Like everyone else in retail. The winter has been bad. But these two companies managed to triumph. You just needed to know how they triumphed. They did it by not having to discount the merchandise even though traffic was worse than expected. No they did it by might, because theyre so darn powerful. And they did it by bright. Theyre technological marvels. At least for brick and mortars retailers. What else was rational . How about some negatives mattering. And higher coffee prices hit starbucks. Disney finally took a day off from the endless rally off a quarter to a few weeks ago. You know what, all the situations might be opportunities in the long run. I dont have a lot of concerns about the multiyear demand for aircraft that consumed less fuel thats the secret to boeings long term success. Higher coffee prices can hurt starbucks for sure. But Ceo Howard Schultz and his amazing team, they have dealt with the wild ride of coffee prices and they have tamed that beast theyll do it again. Disney, you dont want to see the stock go up every day on nothing new. I like this breather. These all make sense to me. You want stocks to cool off now and then rather than rallying in the face of any old news. Now lets deal with the irrational. All right. First, enough with the netflix already. Look, i have been a tireless bull. You know that, practically begging microsoft or apple to buy the darn thing and transform themselves into growth vehicles. But this stock has jumped up 125 points on some Strong Subscriber numbers and then not check and wrote of unknown remuneration to comcast. Can we give it a rest in profit taking . And linked in, china, what a shocker. We have been waiting that for ages. When it happens its not the least bit unexpected. The stock rally crazy anyway. This one is real close to home. Its zulily. When i saw the online retailer, whos giving amazon a run for the money, it could be higher than it was in the preowning. You have no inventory, tons of technology putting out more than 4,000 new outfits, saw a 45 on the mobile devices, i think it should be up five points on that. But 15 . 15 points like a rally today . Sure, i mean, over time. But not over six hours time. Too aggressive for this guy. Family theres tesla. A primo mad money monsters of momentum stock that rallied from a very fine Morgan Stanley analyst. Well, maybe not so much of a bump. But a doubling. 153 goes to 320 on the price target. You know what . Thats got me worried. This is the kind of activity we saw 14 years ago which happened to coincide with the alltime nasdaq highs. Im so concerned about this one, im going to circle back to it later in the show. Lets be clear about where my head is besides on the top of the neck. I am not a bear. Repeat after me. Not a bear. Im not telling you you have a crowded theater and theres steam coming off the curtains. Not at all. Im simply saying need more of the rational, the stocks going up when they beat ations and going down when they dont. We need more stocks go up every day and we need to see a Certain Group of stocks get cordoned off. Quarantined. Lest they infect all the others. I recognize the value of momentum and how Portfolio Managers will pay any price for growth. I made the case to my trust. Facebook, got a bargain, and its worth at least 30 billion. Its that i dont want have to make that case too often. Not every company is as good as facebook, because what if like 1999 all the valuations are wrong . Let me give you my bottom line. I like todays market. Much of what happened should have happened. Stocks went down that should have gone down. Other stocks that went up that should have gone up. The crazy ralliers were in the vast minority. We stayed that way and my skepticism will stop trumping my sense of opportunity. But that if the irrationally takes over . What if it becomes irrational . Then stay tuned for my tesla comments if you want to know what that world ends up like. Im going to give you a hint. Its a lot less safe than the cool electric car. Paul in texas, paul . Hey, paul. Caller i want to talk to you today about horn beck off shore services, hos. Last thursday they missed estimates by two cents. But i thought it was unfairly crushed. What do you think . It didnt do the estimates, and you know, if you dont do the estimates in this market and you near the oil business thats not good enough. Look this is a good example. This is not shocked the lights out, only up 3 bucks but most of the Drilling Companies have been getting killed of late. There are parts that are good. That isnt one of them. Kevin in georgia. Caller booyah, jim, kevin in georgia. I wanted to ask about sellforce. Dom. Theyre about to report earnings on thursday. What you think . Well, i think sales force. Com is the ceo is one of the best in show. I think the stock has had a very big climb. Not unusual for this stock after its had a big climb to give back some of that. But if you ask me long term who is bankable, hes one of the 21 most bankable ceos who have been on the show, as i told you in get rich carefully. I like it on a dip which is what seems to happen after its had a big run. Even when they deliver the number. Down day, but theyre good and rational and then the crazy. What can i say . We need more things that make sense. But i am not a bear. Mad money will be right back. Coming up, electric shock. Tesla is flying high today. But can you really continue to ride this rally safely . Its a tale of two markets and cramers looking back at the dotcom era for answers. And later, rolling in the dough . Dominos pizza is up over 60 in the past year and just delivered another delicious quarter, topped with sales growth at home and abroad. But can this rising pizza player keep baking up the gains . Cramer is trying a slice with the ceo. Plus, on cloud nine . Cloud based marketing player marquetto has soared. But will growing pressure rain on its parade . Cramer is getting the companys forecast from the ceo. All coming up on mad money. Announcer 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. [ tires screech ] [ car alarm chirps ] [ male announcer ] we dont just certify our preowned vehicles. We inspect, analyze, and recondition each one, until its nothing short of a genuine certified preowned mercedesbenz for the next new owner. [ car alarm chirps ] hurry in to the mercedesbenz certified preowned sales event. Visit today for exceptional offers. Like carpools. Polly wants to know if we can pick her up. Yeah, we can make room. Yeah. [ male announcer ]. Office space. Yes, were loving this communal seating. Oh, its great. Yeah. [ male announcer ] the best thing to share . A data plan. New at t mobile share value plans for business. Our best value plans ever. For example, you can get 10 gigs of data to share. And 5 lines would be 175 a month. Plus you can add a line anytime for 15 a month. Sharings never been better for business. Sharings never been better for business. Coach calls her a team player. Shes kind of special. She makes the whole team better. Hes the kind of player that puts the puck, horsehide, bullet. Right where it needs to be. Coach calls it logistics. Hes a great passer. Dependable. A winning team has to have one. Somebody you can count on. Somebody like my dad. This is my dad. Somebody like my mom. My grandfather. Im very pround of him. Her. Them. As i said earlier, im increasingly concerned that we have got a two track market there. Theres the regular track, oh, thats fine. Its rational. Then theres the track im concerned about where tesla the auto company and making 25,000 cars a year, not a week or even an hour like the big dogs where tesla can rally 14 today on an analyst call. Yep, just an analyst call. In this environment, you need to be careful not careless. Because right now we have two markets. The market thats solidly rooted in fundamentals where the good numbers are rewarded with small multiples and then the Second Market where good press and marketing is rewarded. With billions of dollars in Additional Market cap. Sometimes like tesla in a single day. Without a takeover. The good news . The two tracks arent repug nant, at least not yet. And the people making the calls are doing honestly. Not because theyre seeking notoriety. But the Morgan Stanley analyst who raised the price target on tesla from 153 to 320 today is actually someone whos nailed this stock, nine ways to sunday. Hes been terrific. Hes been right. So maybe that entitles him to the 500 bull case spelled out in the nonpromotional way. Of course to get that price, tesla has to become more than just a car company. Because at 500 a share, would have a value well north of gm and ford. So to reach that impression, you need to disrupt a 1 trillion electric industry with a revolutionary company. And in order to get there, they have to expand the lithium ion packs at a pace thats mythological. I continue tell if its a herculean task. I wouldnt normally care about this if i hadnt traded through 1999 to 2000. For me it feels like yesterday when walter pajak came out on 1999 and jumped qualcomm 30 in one day when he slapped a 1,000 price target only what was then a 503 stock. If qualcomm closed up 156 points that day, and the giddiness, well, let me tell you something. The giddiness, it was extraordinary. As it happens pajak who was at paine webber at the time turned out to be right when qualcomm was the appropriate way to invest in wireless, voice and data. After the bubble burst, qualcomm indeed became one of the survivors and turned to the real leader. It was indeed a quote primary beneficiary of the convergence of data and phone. Yeah, pajak was right about the story. But dead wrong about the stock. It never went there, yet it sucked in so many people right at the peak of the tech bubble that i swore if i everyone had this kind of stuff again, and i had a tv show, you know what i would say . Id say hold it, enough is enough. Needless to say, qualcomm and stock never reached that level. Though when you factor in the splits over the year its back to where pajak made that illfated call. Of course, huge differences between now and then. I dont want to be crying wolf when it isnt warranted. Not all of them were appropriate investment vehicles. In fact, Many Companies had no basis in fact let alone actual value. Tesla is a profitable business. Many betting against it seem to contest that profitability. What else . Back then we had massive Insider Selling and so many of the stocks were not getting that now. And in 2000, the nasdaq went to levels can only be described as insane at that moment. But the nasdaq dont back the 14year highs. The same year at the historic top, although at 4287 the index is still 777 points from the hideous high. Bottom line, im asking you to stay focused. The crazy price target boost were part and parcel of the dotcom era. I dont want to repeat that era. We stayed on the safe track with one off stocks behaving you know a little rationally and then some others way too irrationally. Like the ones we mentioned at the top. It as long as its as long as its contained, as long as theres not too many teslas well be fine. But if the second track grow, then were going down the wrong line. Were hitting the third rail. Thats when the fun ends. Pain begins. Joshua in pennsylvania. Joshua . Caller hey, big steel city, pittsburgh, booyah to you, jim i like that attitude. Whats going on . Caller i love you, i love your show and your books. Hey, ipm, i had it for a long time. I think i should pull the trigger. What do you think . Well, i have to tell you something, whenever a stock is up like that, youre talking about the stock up 176 today, you have to be pla play playing with the house money. Ill tell you, adam ferestein has been saying its been good, the shorts are saying its bad. This is a drug that i think the fda is going to accelerate because it does prevent fatalities, but the stock goes up big, be irresponsible not to take something off the table. Go to nodder in new york. Caller hi, i want to let you know that you are the definition of incredible. My question is with the with the correction on the horizon, what would you do with the momentum stock like priceless . When do you get in . Priceless, i have been saying look, priceless is a very difficult animal because we Start Talking about a 1,300 stock people get scared. If they did a ten for one split, we would not be as daunted because the stock is not that expensive. But as i said last im in on the mad money marketing monsters, the market monsters, we have to wait now. Youre going to get a 2 to 4 priceline pull pack after a bad day in china or the ukraine. And then well make our move. Two track mind, sure seems like this market is two track. What to do we stay focused and we hope a lot of stocks stay on the rational track and only a handful stay irrational. Thatll be fine. Mad money is back after the break. Coming up rolling in the dough . Dominos pizza is up over 60 in the past year. And just delivered another delicious quarter topped with sales growth at home and abroad. But could this rising pizza player keep baking up the gains . Cramer is trying a slice with the ceo. Here in philadelphia you can access a philly cheesesteak anytime, day or night. Just like you can access geico anytime, day or night. There is only one way to celebrate this unique similarity. Witness the cheesesteak shuffle. Cheesesteak, cheesesteak its the cheesesteak shuffle huh every day, all day, cheesesteak, cheesesteak every night, all night cheesesteak, cheesesteak 9 a. M. Cheesesteak 2 p. M. Cheesesteak 4 a. M. Cheesesteak any time ruh geico. Fifteen minutes could save you fifteen percent or more on car insurance. Whats happening with Dominos Pizza . Heres a company thats run by the great patrick doyle, one of my bankable ceos from get rich carefully. And hes a stealth tech player, dominos given us some tremendous gains and the stock has given us 700 return since i got behind it four years ago. Up a quick 15. 5 since october. I thought i was more bullish than he was at the time. Whats happening today . This morning they reported better than expected earnings with ig hooer than anticipated revenu revenues that rose year over year. Terrific 7 in international same store sales and the yield will be higher if the stock werent always climbing. Now, dominos popped 3 higher at the own and then gave up some of the gains and closed up 34 cents. I think a lot has was because it had run up so much after a fabulous january analyst meeting. Lets look at patrick doyle, bankable ceo of Dominos Pizza. Hear more about the companys prospects. Welcome back to mad money. Thanks, jim. All right. Page 6 of the Conference Call, end of the year, run rate with 3 billion in digital sales. It took your company 38 years to hit 3 billion in Global Retail sales. How much is tech stealth tech driving your sales . Its clearly driving it a lot, jim. It is really an exciting part of our business. Its continuing to grow at a very fast rate. Its whats its whats really driving the global momentum right now. A lot of good things happening, but as people are transitioning from phones on to digital it is clearly playing into our strength. 40 of domestic seams coming through digital channels, facebook, twitter, what else . Yeah. Well, you know we have this deal with ford sync so thats coming. So most is coming through apps, mobile web. You know, from online, on computers. But as we have established more and more of a base for this, its allowing us to expand to more screens, more ways that people can access the brand. And as we have seen, every time we own up a new opportunity for people to access the brand, it drives incremental sales for us. All right. So my kids and i, you know were big users. But we didnt know about this new personal profile you have on us. How is that working . Yeah, so its working really well. So we rolled this out last year. What it does is it really gives the customer the opportunity to put in information that will speed up their order form. So again not only their name an address and cell phone numbers but we can tokenize their credit card information so they dont have to reenter that. That allows us to do Something Like safely put a system into the ford vehicle that will allow you to order over sync. With that in mind, it will allow us to expand on the new platforms. Its important. It speeds things up for the consumer. And for us its going to give us more extensions on to more technology platforms. All right. So i watched the ad. I have to tell you i love the ad. But people who use the phone, dont they feel like wait a second, maybe im going to get the wrong pizza . I mean f the phone call is dropping like it is in the ad. So were doing almost the same amount of business on digital now as we are on phones, but the reality is what we showed in that advertisement. That sometimes mistakes are made. Were accepting that and saying theres a better way to do this. If you order digitally, it will be a faster experience. The order accuracy is higher. And thats a win for our shareholders and our franchisees as well. We want to continue to push that conversion from phones over to digital. All right. Now, there was another part of your call that i found most heartening, particularly because of the many times i interviewed you and something im concerned about. The access to capital is quite good now. You and i have discussed how many thousands youve made into millionaires but havent been able to do it because of access to capital. Something has changed for the positive, hasnt it . It really has. The credit markets, they were own, you know, a year or two years ago for our big players. Somebody who wanted to go out and borrow 5 or 10 million they can access the markets. Over the course of the last six or nine months its owned up again for the small players. I couldnt be happier about that. Thats going to help, you know, our store growth. But maybe more importantly, its going to help the those new entrepreneurs build their first store, buy their second store, so im really excited that thats owned back up again. Its a very positive thing. Thats why we can peg what we thought was a good piece of news. The 47 net new domestic stores. Its not been a domestic growth story of late. Youre right. Still pretty modest number. Last year 58 Net Store Growth in the u. S. Over 600 globally. I think 631. But it was the best domestic year for store growth that we have had since i think 2006. And so nice building there. Its starting to go a little bit. And with the credit markets owning back up, im getting more optimistic on that front. Okay. I want to go over your Conference Call i have to come back to this number thats staggering. 20 years of positive quarterly same store sales internationally . Yeah. Thats right. 80 quarters in a row. So i mean, this goes back even before i was in the company much less when i became ceo. So its really been an unbelievable story, the consistency of the execution by our franchisees, by our International Team has been terrific. But what it really shows is just how early in the game it is for our international business. You know, theres a long way to go. Were only bigger, 800, 900 stores outside of the u. S. Than inside the u. S. With the kind of returns that are getting generated from the stores with the growth thats getting generated as the category is continuing to grow, you know, were in great shape. Theres a lot of broth growth t out of the International Side of the business. Yet one point, you have excess cash flow after all this growth. Its an enviable position. Its a terrific position for us to be in. Its what allowed us to increase the dividend and what allowed us to increase our share authorization for repurchases. Back up to 200 million again. Its great position to be in and were committed that were going to return cash to our shareholders in a way thats going to generate great returns for them. Patrick, you have gotten the great social contract with shareholders that we all want to see. Thank you for coming back on mad money. Patrick doyle, president and ceo of Dominos Pizza. One of my bankable 21 from get rich carefully. Stay with cramer. When the curtain rises on the first annual golden bulls special, make sure your vote is counted. Cramer wants to know the viewers choice for best picture. The stock with the solid gold outlook in 2014. Tweet your predictions for the markets breakout star jim cramer mm golden bulls and tune in to see the winner this friday. [ tires screech ] [ car alarm chirps ] [ male announcer ] we dont just certify our preowned vehicles. We inspect, analyze, and recondition each one, until its nothing short of a genuine certified preowned mercedesbenz for the next new owner. [ car alarm chirps ] hurry in to the mercedesbenz certified preowned sales event. Visit today for exceptional offers. Im spending too much time hiring and not enough time in my kitchen. [ female announcer ] need to hire fast . Go to ziprecruiter. Com and post your job to over 30 of the webs leading job boards with a single click; then simply select the best candidates from one easy to review list. You put up one post and the next day you have all these candidates. Makes my job a lot easier. [ female announcer ] over 100,000 businesses have already used zip recruiter and now you can use zip recruiter for free at a special site for tv viewers; go to ziprecruiter. Com offer2. At a special site for tv viewers; anbe a name and not a number . Tor scottrade. Ron im never alone with scottrade. I can always call or stop by my local office. Theyre nearby and ready to help. So when i have questions, i can talk to someone who knows exactly how i trade. Because i dont trade like everybody. I trade like me. Thats why im with scottrade. Announcer ranked highest in Investor Satisfaction with selfdirected services by j. D. Power and associates. Thats a good thing, but it doesnt cover everything. Only about 80 of your part b medical expenses. The rest is up to you. So consider an aarp Medicare Supplement insurance plan, insured by unitedhealthcare insurance company. Like all standardized Medicare Supplement insurance plans, they could save you in outofpocket medical costs. Call today to request a free decision guide. With these types of plans, youll be able to visit any doctor or hospital that accepts medicare patients. Plus, there are no networks, and virtually no referrals needed. Join the millions who have already enrolled in the only Medicare Supplement insurance plans endorsed by aarp. And provided by unitedhealthcare insurance company, which has over 30 years of experience behind it. With all the good years ahead, look for the experience and commitment to go the distance with you. Call now to request your free decision guide. Announcer lightning round is sponsored by td ameritrade. All right. Before we get to the lightning round, i want to extend an invitation to see me this wednesday over at words books in maplewood, new jersey. Not only will i be signing new books of get rich carefully, but taking some of your questions. Come on out this thursday. It will be a great opportunity for you to see i really am this tall and good looking in person. Now it is time. It is time for the lightning round. You say the name of the stock. I dont know the calls or the name of the stock ahead of time. I tell you whether to buy or sell. When you hear this sound [ buzzer ] then the lightning round is over. Are you ready, skeedaddy . Time for the lightning round. I want to start with ed in massachusetts. Ed . Caller booyah, i missed you during the olympics last week. I missed this show. Caller dont ever give up your show. We need you. What do you think of semantic . Thank you very much. But a dont buy. Yes, i always worry about the lawsuit. And annette . Caller hi, jim. Thank you for taking my call. Of course. Caller my question is i wanted to know whats going on with it should i buy more at this price . I got it at 80. It keeps unfortunate thing that happened. Kinder morgan did a secondary. It was lower than i would have liked. But i got a negative article that rehashed a lot of things that they went over before. I think that this stock is fine. Now, that said i have to tell you this group acts not that well, but im not a seller of Kinder Morgan partners but a buyer because rich kinder is a good man doing a good job. Colin in texas. Colin . Caller hey, jim. How about itt holdings . No. Man, come on, im a coned guy. Im a dominion guy. I dont fool around. I want nice steady yield. Okay . Harry in florida. Harry . Caller jim, booyah. Booyah. Caller how you doing . All right. How about you . Caller good. I have a problem. I want to find out more with vodafone. I Like Vodafone and i like verizon. Vodafone has more opportunity and verizon has that great yield and i think i got a good deal on wireless, i like them both. Tim in california. Caller hey, im long on schwab. How long will the run continue . I think you need Interest Rates to go higher to get it to go higher. Why . Because they make a they make some money on your deposits, okay. And in order for them to do better, higher rates you wont get that. I think its fine. Not great, not bad. Im a big bank guy. I like jp morgue on this dip. Lets go to ann in washington. Ann . Caller yes, hello. Hi. Caller all right, jim, im in marysville, beautiful and sunny here. Yeah. Whats going on . Caller id like to know if you think the keystone pipe line will go through down to the gulf by the end of this year . I own some well, lets not mix these two up. P. A. Is a good solid pipeline country. 4 yield. I think youre fine. Dont conflate the issues youre in good shape. Michael in ohio. Caller hi, michael, my stock screener selections came one tup i thought it was not up to snuff, but maybe we get him back on, hes made us a lot of money. A better judge. Burton in pennsylvania. Caller yo cramer, my main man, whats happening . I dont know. You tell me. Caller i got a good one for you. Its a bull. You ready . Yeah. Caller lets rap about c ygeno place. I dont know what to tell people. We see the stocks like intermun go up and i wish i had one. If it keeps you interested fine. Dont get too involved. That, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] announcer the lightning round is sponsored by td ameritrade. Coming up on cloud nine . Cloud based marketing player marquetto has soared since it went public last summer. Will competition in the sector rain on its parade . Cramer is getting the companys forecast from the ceo. The shell brought him great fame. But then, one day, he noticed that everybody could have a magic seashell. [ indistinct talking ] [ male announcer ] right there in their Trading Platform. [ indistinct talking continues ] [ male announcer ] so the magic shell went back to being a. Shell. Get live squawks right in your Trading Platform with think or swim from td ameritrade. Like carpools. Polly wants to know if we can pick her up. Yeah, we can make room. Yeah. [ male announcer ]. Office space. Yes, were loving this communal seating. Oh, its great. Yeah. [ male announcer ] the best thing to share . A data plan. New at t mobile share value plans for business. Our best value plans ever. For example, you can get 10 gigs of data to share. And 5 lines would be 175 a month. Plus you can add a line anytime for 15 a month. Sharings never been better for business. In get rich carefully, i talk about three defining tech trends that will make a big splash for years to come. Mobile, social and cloud. The first two, theyre really easy to get your head around, because most people interact with them on a daily basis. But Cloud Computer is more complicated. Its not really geared to the consumer necessarily. Mainly its about helping Companies Save money which makes it harder for most people to understand. There is a ton of money to be made in the cloud though. I dont want you to be put off because its less accessible than smartphone. With that in mind, consider marquetto a marketing based Software Firm that soared 77 on the first day of trading. They let the clients and customers streamline and even automate their marketing decisions. But also helping them build long term relationships with their customers including through social media. Its up 85 since we first spoke to the ceo back in june. Its rallied 24 since our last interview in august. Now, marquetto reported two weeks ago stock got dinged in response falling 3. 7 the next day. Larger than expected loss and a forecast that indicated more losses down the road. However, this is important. Listen, with the young Fast Growing Company like marquetto earnings are much less important than investing money to keep growing the business. What matters here is Revenue Growth. And marquetto has that up the what zoo. The revenues came in better up 67 year over year and not to mention 100 rise in deferred revenue, maybe the most important brett rimetric out th. Is the stock worth buying . Lets check in and find out where the company is headed. Good to see you again, phil. The last couple of days, i have been wrestling with the idea of opportunity and revenue versus the need to be profitable at some point in the future. How are you making the balance right now . Well, right now, we look at where were spending money. And all of the expenses that are driving the comments that you just made are about investing in sales and marketing. If we look at g a or r d or other parts thats trending to the model its right on track. People buying from us, people want to build the biggest business as we can, as fast as bek. I want people to understand, in other words if you chose to slow down, you could be profitable. But you may be missing a bigger land grab out there. And that would constrain your growth if you decided to show profitability right now. Exactly. The beautiful thing about a business like our, its subscription we retain 100 of it every year. So every time we put new revenue on the board its not just for this year, but next year and next year. The cash leverage, profitable leverage from that basis is big if we can keep growing. We talk about the cloud, you go on the Facebook Page and can order dominos. But four seasons and the hotels, for instance, where would you be in the chain when i stay there . For four season, we do commercial sales. Theyre trying to make sure when anyone is planning an event, we hope they choose four seasons and we help them close the transactions. You talk about the marquetto dialogue addition. Upgrade to email capabilities. I read that, i say holy cow, i get a lot of email. How do i know not to be junk file with marquetto . We do not send a big blast to 100,000 people. When you do something relevant, we might send you a message just for you. Just for you not to anybody else but you. Thats a different way just to me. Just to you. That can be done economically . It can. Because were able to watch what you and what everybody else like you are doing on the web, in social media, in email, in a store. Wherever you might be. Using analytics to find the right time and only the right time to Say Something specifically to you. Thats the power of the platform. That personal connection we can build. Now, i know when you have got a big event, the marquetto marketing nation user summit, april 79 in san francisco, i know that g. E. Is speaking there. You have to help me here. At the same time, i heard james immelt speak at sales force. Is g. E. Willing to use marquetto and sales force . Yeah, absolutely. Theyre using both. You know, sales force is their standard in the sales team. Were the standard in their marketing organization. I think thats what we see in a lot of different places where the marketer is choosing the product that best helps them do their job. And they identify marquetto as that. We integrate so well in the cloud. Part of one of the many beauties o. The clo one of the many beaut of the cloud, we integrate and they can have their cake and eat it too. You have been adding customers like mad. Is it finite or so Many Companies that dont know how to do what you do that they have to turn it over to you . Ultimately, what we do is we help marketers work with email, web, facebook, you know, on and on. Twitter, et cetera. And, you know, name a company thats not exposed to the trends, right . So you look at the size of the market. Just vast, its huge. I think thats just unlimited growth ahead. I think that the companies dont know how to do it. They dont know how to do it. So part of our brand is not just Great Technology and innovation, but to be that wise guy that helps customers actually figure out how to use this stuff. You have been a successful wise guy. Thank you for making people who bought the stock because they know im excited about it so much money. Bill fernandez, this is a Revenue Growth stock, not a profit story. Understand that youll understand marquetto. Stay with cramer. Coming up, technical test. As we hover near all time highs theres one thing cramer is watching to determine the next move in the market. Find out what it is just ahead. 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Thats something i learn as a young broker at Goldman Sachs at 30 years ago. Its a lesson you should never forget. Lately the big averages have been rallying like crazy. One of the reasons theyve been able to rally is is bond prices and Interest Rates have been stable. Thats make behind making it work. If bond prices were to plummet, causing much higher Interest Rates, well, then i think this market could get crushed like last summer. On the other hand, if we got a small dip in bond prices slightly higher, that would be very good for the financials. Which havent been the largest sector in the s p. Which profits directly from higher rates. As well as being good news for the automakers too. Bank stocks have had tough sledding with jpmorgan stock. Rates need to head slowly higher. Not jump up in a heart rate. Bonds may not seem sexy. But the truth is, you cant get a full read on whats happening in the stock market unless you know whats happening in the bond market. Were going off the charts with bob lang behind the trifecta newsletter, as well as the founder and senior strategist at explosive options. Net. We want to figure out where the treasuries are headed. If this sounds like a snooze fest theyre key and that doesnt mean well skip it. Basically what he sees in charts bonds are really to sell off. Which means Interest Rates can climb from the levels. This is a very big deal. Look at the ten year treasury index. It tracks the yield on the prices. Lang says a couple of things that make him think the that the that the yield and the ten year can climb. I can climb to 3 . The reason . First of all, its made an inverse head and shoulders. Look at this part, okay. This is the formation. Nothing to do with shampoo or that kind of thing. Its an upside down head and shoulders. We care about that because its one of the most reliably accurate technical patterns out there. As i tell you, the actual fundamentals chapter about charting in get rich carefully, when you see this particular pattern, this inverse head and shoulders pattern it usually means a rally. And this indicates the yield and the ten year can be catapulted back up to 3 . Second, the moving average convergence to convergence line, an indicator that they use to detect changes in the trajectory, before they happen is flashing a bullish crossover. The black line, you see that, crosses above the red one. Right there. And in the past we have seen that this is a pretty reliable predictor of rallies. With the tnx, the last time we caught a crossover you have to go back to november. When that happened the yield and the ten year quickly rose from 2. 5 to 3 . In just a couple of months too. Fast for me. Take a gander at the tnxs weekly chart. Which gives us a longer term picture of the yield. Lang sees more sign that the yield and the ten year is ready to rise. It made a golden cross, okay . Thats where the 50 day blue crosses above the 200 day, red. All right . For the tech nicks this is a strong signal that the securities are headed higher. The short term trajectory is stronger than the long term. Meanwhile, lang notes that its consolidating at a pretty high level. More evidence that the ten year treasury yield could be headed. And not just the ten year. Check out the five year treasury index. Here, lang sees a beautiful w pattern developing and suggests that the five year is ready to rebound hard. Plus, lang sees the moving average, same as the enyear. The 50 Day Moving Average on the five year is at 5. 6 . If you can break out above this level, then he sees it rallies considerably higher. That equals lower bond price and the yields on the bonds helps set Interest Rates for loans across the entire economy. Including your mortgage. This shows the different yields for bonds. I know, give you some ambien. Come on, we have to focus on this. We have a nice upward sloping curve. One that indicates moedest growth ahead. But if lang is right, if its about to rise, the yield curve is going up substantially. We know that the fed is keeping the Interest Rates down for as far as the eye can see. This chart shows you how to make money. The banks pay you low Interest Rates, you know that. Pegged off the shorter term on the chart. Then they lend out money at much higher prices pegged off the longer term yields or they can just invest your deposits. Better risk free rates than they could otherwise. If the ten year is about to rise, that means the coins will be co the banks will be coini the money. The key metric to determine the Long Term Health of all banks but it cant if it rises too much, then many of your other stocks, bond market equivalents, because of their yields, could be hurt badly. Let me give you the bottom line. Bob is right about the bonds, if the yield and the ten year treasury is ready to rise, it could be positive for the financials. But if they shoot up past the ten year, that could cause the stock market to get slammed a we adjust to the new higher Interest Rate environment. I know a tough lesson, but it blind sided the market last year, causing a huge decline in all stocks. Like the rest of the show tonight, i dont quantiwant yout blind sided again. Stick with cramer. Tomorrow kick off the trading day with squawk on the street. Live from post 9 at the nyse. Puerto rican airport, 17 feet to get a dominos slice, i had to give up. It all starts at 9 00 a. M. [ tires screech ] [ car alarm chirps ] [ male announcer ] we dont just certify our preowned vehicles. We inspect, analyze, and recondition each one, until its nothing short of a genuine certified preowned mercedesbenz for the next new owner. [ car alarm chirps ] hurry in to the mercedesbenz certified preowned sales event. 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Its bad for business and capitalism. Well have a live update in just a few minutes. Also supply side tax reform is back. Dave camp is going to unveil his new plan tomorrow morning. Well join us on the kudlow report in the evening. We will preview the story tonight. We have the fcc commissioner
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