Sessions where we rest and recharge. For what . For the next assault higher. The move im watching for like a hawk is the takeout of the nasdaqs old highs. You know i feel that its long overdue. Im not afraid of it. Were on much firmer footing these days versus 15 years ago. The Companies Leading the charge now for the most part arent that expensive, with the exception of amazon and netflix. And im hoping we wont hear tales of irrational exuberance. If we breach that i go know mainous wall even if done with amazon and netflix and apple at the vanguard. You know what netflix is a real good place to start the game plan for next week. Because those of us who are subscribers to netflix know that at 6 23 a. M. This very morning, the new season of house of cards became available. Did you get your email . I did. I always tell you netflix isnt a play on earnings per share, its a play on signups per share and i expect them to be voluminous. Big lookout monday for analysts itching to raise their estimates based on strong signupses, simply because three of the muchtalked about show will spur worldwide demand for the service for certain. Dont worry, im not going to spoil house of cards for you, and we have already decided to rags ration it out this time after killing an entire weekend a year ago of Binge Viewing of every episode. My motto now, everything in moderation, including house of cards. But house of cards isnt the only cerebral entertainment this weekend. Im going to be poring over Warren Buffetts annual letter to see what he has to say about the world in a very expanded 50th edition, because its the 50th anniversary, of Berkshire Hathaway letter. What am i looking for . Obviously, buffetts world view as well as clues for his next hunting ground. Its been a while since weve seen that man bag an elephant. Hes got the cash to make some big acquisitions. I also want to hear about more ibm, despite repeated earnings disappointments. Does he think hes made an error in buying a tech stock after warning us for years about the hazards of going beyond your kin and picking up one of those kinds of stocks . Doesnt seem like ibm has built much of a manti teooat. Does that bother him . Plus, what is the view of oil after he booted exxonmobil from the portfolio, at one time a huge position even though he still rides the Burlington Northern railroad which has the most oil exposure in the group, that bakken line. Buffett might not answer these questions in his letter but i bet becky quick asked them in the extravaganza monday squawk box. Dont bother me during those three hours, dont tweet me. Especially if he comments on what ibm said this week about trying to move into highgrowth areas that frankly i wonder whether Warren Buffett might find as faddish and unsustainable. Usually i dont like to time trades exquisitely, but do you know do you know that for nearly every quarter in the last five years, ive suggested a strategy out here in my game plan that has worked pretty much like clockwork, which is to buy auto zone azo, after the zone reports. It wont be easy. Auto zone has been disappointing analysts for the last couple years. Youre going to be afraid because theyre going to say negative things. But it has been the single most aggressive buyer of its own stock of any company i follow and it seems to kick in that buyback, after the quarter. They report the analysts get disappointed, the stock goes down, and you buy. I bet this works again. Dont believe me . Why dont you check out the fiveyear chart of this baby the stock that hit an alltime high for this day for reversing badly. Tuesday we hear from targets new ceo, brian cornell, as he traces out his vision for the retailer that has stumbled badly along the way, a victim of weak leadership and total lack of excitement. Cornell has closed targets. He has also delivered better than expected samestore sales right out of the gate. But can he make target americas store again . How does he restore the inexpensive but fancy label that target used to have for so Many Americans . Can we expect more and pay less for the stock now . I think you can. Thats in my charitable trust, actionalertsplus. Com, has been accumulating shares. For those who want to wait and see cornells strategy remember, we really want to hear about something that hasnt been talked about. At least i do. I want to hear about the end of the bloat. Sadly, target has way too many people working for it. We its just a fact of life. And something has got to be done about it. We also want to hear about how hell reinvigorate the stories, particularly beauty and baby aisles as well as the food racks. We want to get dazzled with excitement the way we used to when we went to target. I think it can happen again under cornells watchful eye. We know the consumer is spending much more at lunch and dinner we have seen the jack in the box, fiesta i hop and dennys and popeyes louisiana kitchen. We know that retailers like roth stores, wow, kohls amazing, dillards have seen business pick up. How strong does it get . Are consumers ready to splurge again on gadgets, biggerticket items . Home depot said it. I always like to call best buy certainly more the stock itself. Servers of this show know there is an Industrial Company i think has become a consistent juggernaut since dave cody took over 13 years ago, honeywell. Has its analyst day on monday and were all over it not just for the nuts and bolts and innovations but for the sense of the world. He has an uncanny in his predictions of whats working what can work what areas are working. Even though hes too self effacing to admit he gets it right. Nonresidential construction auto aerospace, safety i want to hear all of it especially where he does seed planting. His process of moving ahead of where things are, anticipating where they will be a few years out. Honey honeywell is not the only company with an Analyst Meeting monday exxonmobil is hosting a con fab too. Maybe the buffett sperm giant can tell us what the heck is going on with oil prices. Ive been of the view that the supply will continue to overwhelm demand. So oil is going to stay down longer than expected at this 48 49 level, but i respect that way too much not to Pay Attention to a more contrary bullish opinion. Pay close attention to drilling budgets. Will they put their money or not put their money where their mouths are. Great question needs answers. Thursday is consistency day, pay homage to costco and kroger. Talk about self efacement. You cant get one word of chest thumping. They go about dominating their industries. I have to tell you while the ceos may be quiet, the stocks have become anything but. Which brings me to what you need to know. There is a chattering trading consensus around a view that both kroger and costco have moved up too much to be able to handle any even of the most mild disappointment. I dont think well get one. But im wary that both might succumb to momentary profittaking. What can i say . Unless theyre eradically depressing samestore sale numbers, you may get your chance to buy the two for the same discount they give when you shop there. On friday we learn whether the u. S. Economy is creating jobs fast enough to get us back below 5 unemployment, which would at long last put the hammering during the Great Recession in the rearview mirror. I think hiring will be very strong. But then we have to endure a host of commentators saying when is the fed going to raise rates and a host of commentatoring saying maybe the economy is not strong enough. I dont know. Maybe just tune everybody out. I like whats happening with employment in this country. So im cheering for more people to be hired. Sorry. Okay. Thats why i dont like the risk reward, too many people disappointed. And you know what if you havent put money to work in 2015 for your ii. R. A. 401 k conte contributions, wait until after friday, because that might generally give you a chance to buy stocks cheaper. Finally, i have to end the game plan on a sad note. One of the greats Bob Benmosche passed away today, rescued aig from oblivion saved millions of taxpayers in the process. Bob was a frequent guest of mad money. And we always thanked him for his service while also marveling at how he rebuilt aig as a tremendous Insurance Company without the crazy risk it had been taking to make its numbers. You know bob was a one of a kind guy, a veteran, took no prisoners in business but never took himself too seriously. Bob, thanks one more time. You will be very much missed. You were the bright light in the Business World and we are all poorer without you. Michael in illinois. Michael. Caller booyah, jim. Booyah caller i wanted to thank you for all you do. My question has to do with kinder morgan. Do you think the precipitous drop in oil prices coupled with the recent refinery strikes could have a major impact on the earnings of a transport and Storage Company like kinder morgan. Youve got to go over what rich kinder said there is probably maybe 6 of a vig about oil, he gives a formula for how much per dollar. It is soin finish tess mal, its a toll road. By the way up 9 as opposed to down 46 when he was on last. Its pretty similar, a yield play. Steve in new york. Steve. Caller jim booyah from steve in white plains. Good to have you back. Whats up . Caller not much. My question would be about lending club, lc. I purchased it after the ipo. Unfortunately, im about a little north of 25 on it. Okay. Caller after the earnings on tuesday, which in my opinion were pretty decent stock hammered, down 15 or 20 . I want to know your opinion on the future of the company and if you think its a lender or a pretender. Steve, ive got to tell you. I wasnt as sanguine about the quarter as you were. I felt there were holes in it. I felt there was more risk to the stock. I wasnt keen when it came out, but does have a good board, but no. I dont care where a stock has been. I care where its going to. And i dont think that stock is going to have a very i think its going to have a rocky time here. That was not a great quarter and raised a lot of eyebrows frankly. Everyone deserves a break. Today the market was taking a breather recharging i believe, for its next march higher. On mad today popeyes is serving up crispy returns for you, 50 in the past year. Is it time to take a bite now that its down 10 . Im going to talk to the ceo. And monster beverage made a monster move today, as we said it would. Is it the energy boost you need or do i go for something healthier . Dont miss my take you will love it. And the billiondollar business of gift cards. Its good. Can it stay good . Ive got the play. Stick with cramer. Dont miss a second of mad money. Follow jimcramer on twittyertwitter. Have a question tweet cramer madtweets. Cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to mad moneymadmoney. Cnbc. Com. When a Company Company stock runs into an Earnings Report any company stock, the outcome for its share price is rarely a good one, especially when those sales arent absolute perfect. Consider popeyes louisiana can kitchen, plki the extremely wellrun chicken chain with locations across the u. S. , 26 foreign countries. In the week leading up to the quarter, stock rallied from 61 up to 66, in part because investors expected the company would make an announcement adding more leverage to its capital structure. What happened . Well popeyes delivered inline earnings and terrific samestore sales, 10 . But there are still some people expecting more than that and a huge guide up. The biggest bulls on popeyes didnt get what they wanted, so the stock got slammed, falling 9 from 66 back to 60 and change. My view listen im wondering if you could be getting a fabulous buying opportunity for the first time in a stock thats been going up virtually in a Straight Line for ages. Popeyes has given us a nice 17 gain since we spoke to the ceo in mid november and just last august. So should we be worried about popeyes . Or should we worry about missing this entry point . Lets check in with cheryl batch. Welcome back. Good to see you in person. Both you and i are puzzled. We know the stock ran up and samestore sales the best not just in the chicken industry which you always exceed but in all of samestore salesdom. Thats right. So maybe this is just one of the things where people said you know, what theres no way people you can continue to deliver, because you did say, listen, you know may not be like this all of the time. Well just as you said we have had such a good run. What were proudest of we have sustainable quarter to quarter, reliable performance. And over time the market gets it right with our stock. So, you know a day, no problem. Well lets talk about the longer term did not concern the people who sold your stock. You have a great up deck which tell us whats going on. Established footprint with opportunity to double over 20 of the system less than five years old. I see lots of places with not a single dot, meaning not a single louisiana popeyes kitchen. So i imagine that youve got this is multiple years. Yes, it is. Multiple years. Ive talked about the opportunity to double the size of the chain in the u. S. , and then you add the international expansion. I wanted to do that too. The world. I was talking to patty doyle from dominos the other day and i know you know yum, of course. There are places where they have 100 restaurants that you have none. Thats correct. Lots of opportunity. I was excited yesterday to talk about the international opportunity, because we have been quietly building a reputation, and an approach to our brand internationally. Weve got it working really well. And i think we have an exciting opportunity there, really to implement the same strategies we have done in the u. S. Invest in our brand, invest in running great restaurants and making good returns for our owners. As you know thats when they build a lot more restaurants. Lets talk about that because owners franchisees, could be with any chain. Thats right. Why do they choose you . Very simple. Kind of like you, jim. Its the returns right . Its the returns. Are there good Unit Economics in your model . And good investment return to them . Theyre just like every other investor, trying to raise their families and make good returns and good investments. So i think our ultimate responsibility to our franchisee is to measure our success by those same parameters they measured theirs the Unit Economics and the returns on investment. There have been some restaurant chains that have forgotten how important the franchisees are. You hold them up at a level that most ceos in the food business dont talk about. Yeah we talk about our franchisees as our number one priority customer. And we say that listening to them is our number one responsibility, because they have invested all of the capital in the assets. They have hired all of the people and trained them. They have put it all on the line. And we believe, and i think we have demonstrated that when we serve them well our shareholders benefit. And you serve well in part by doing some amazing promotions which get people in. National advertising that has been hugely successful affiliation with some sports games that actually worked gigantically for you. We had a great bahamas bowl this year really exciting and in fact nominated for an espe. Were becoming a big brand, jim, and starting to get the presence and reputation that our food and our people deserve. So it is a very exciting time. We had seven new Product Innovations last year i know you love. Yes i do. Were always bringing them everyone knows i love it. When i first met you, i said listen, i want you to come on the show because ive been a Huge Customer for years. For years. You also have a book out, which i think is terrific. Dare to serve. And one of the things i thought was laced throughout your presentations is the notion of serving. Kind of a danny meyer approach. How do you get people in a disparate Worldwide Chain to focus on serving the way you like them to . I think the different take i have on serving is that serving creates the environment for superior performance. Most people think serving is weakkneed or being a dor mat. Its not that at all. Its the most aspirational thing you do do well by the people you lead. At popeyes, thats our franchisees, we have done well by them and yielded performance results at the top of our industry. The other thing we have done is the dare. We have done bold things. We have done some real step forward things like investing in media, innovating in products. And we have created the Business Plan and the culture of serving them that has yielded this performance. There were some people that were the chatter was we were hoping she would do a bigger buyback, you did millions of dollars of stocks. Im torn on this cheryl. Because the people i see, they feel the stock doesnt have socalled enough liquidity, shares at the same time you generated a huge amount of capital like a dominos. What is the best way to return the capital to shareholders . This is as you say, a company that throws off a lot of cash. What i said yesterday, i feel so strongly, the first and best use of our cash is to reinvest in this business and grow it to the strategies we have been successful with. And that is first and foremost what were going to do. When we have excess cash were happy to return it to the shareholder, and we have proven that over a very long period of time. Well i want you to keep growing, because thats youve got among the best growth, but samestore sales numbers, spectacular. Thank you. So much to cheryl batch, ceo of popeyes kitchen, down 10 , doesnt do that often. Thats when you make your move and buy. After the break, ill tell you more base to make money. Coming up tech warning. While stocks like apple continue to tear up wall street not all of tech can take you to the promise land. As the in that case dak flirts with its previous top, cramer points out what to avoid. Are they lurking in your portfolio . How can two companies so different in ethos be so alike in terms of growth . Im talking about white way foods and monster beverage the natural and organic food and drink company, and the totally inorganic beverage business. Both are ragers selling product like crazy. And even after their enormous moves, both are still mustown stocks, either on an earnings or takeover basis. White wave reported a couple weeks ago and it kind of looked like an end line quarter, frankly. Thats because they had to spend so much in order to ramp up their factories to meet demand. Particularly for plantbased beverages. Things like soy and almond milk and yogurts, just to give you a sense of the magnitude of the up side here. Plantbased beverages roared ahead 21 in the americas and almond milk something we can barely stock, cant keep it in there, because of the demand a place in summit new jersey this charged up 30 . Plantbased drinks are selling incredibly well in europe and just beginning to ramp up in china. They like walnut milk there. What a story. And im not even beginning to measure the power of plantbased yogurts. Can you imagine a story constrained only by there being not enough manufacturing capacity . Can you see a bidding war between denonly and General Mills come may when such an acquisition turns favorable for this spinoff of dean foods . Count me in. As fabulously as plantbased drinks are selling though, you have to be enthralled just entlald by the numbers from monster. The notsohotforyou Energy Drink Company that cocacola totally loves with its plan to expand its ownership stake to 16. 7 . Let me have a little rehab here. Monster rehab. Now monster has got doubledigit sales growth august meanted by terrific 11. 3 growth at convenience stores. One of the best cheap gasoline place, cause and effect of course. Perhaps only by Cracker Barrel and hershey, two other outfits good and good for you. No wonder it was up 13 today alone, and is now up 30 for the year. Monster has taken share from the former king of the category red bull in the u. S. And by the way both companies now control 34. 8 of the market the entire market as red bull shares fall and monster goes higher largely because of what looks to be the obliteration of rival, rock star. Which is definitely no longer a rock star. Gross margins, higher as raw costs come down new products taking more aisle space, almost immediately. European growth, strongest of all regions. Its a remarkable story. You just have to deal with the notion that monster can coexist growthwise, at least in your mind, with white wave. Monsters call was filled with humorous irony. How many break up the boiler plate at the start with the following caveat. We reiterate that our products are safe dont you love it . Our products are safe more than 13 billion Monster Beverage Energy Drinks have been sold and safely consumed around the world over the past 13 years. You cant bet white wave you did bet that white wave doesnt have to put that kind of language in its Conference Call. Now, wilghile the old packaged Goods Companies struggle to put anything on their labels to signal a more natural bend monster renames its m80 product as ripper and lowered, not raised but lowered its juice content. Which the Company Points out on the Conference Call has improved their drinkability sometimes you have to wonder if monster execs are in on the joke. Because the Company Points out that sales of the product have shown, quote, healthy increases. Healthy since the rebranding was completed. I couldnt find a line in this call that wasnt improved. But perhaps the most intriguing was one related to expenses to regulatory matters which went from 4. 7 million last year to 2. 9 million this year. The windfall that comes from journalists into the health of the product hmmm maybe thats why you can rebrand a drink from the placit fireworks you used to set off, to a drink that celebrates the nickname of one of the most famous serial killers in history. White wave and monster are on the move. Theyre two stocks that can still be bought two stocks that are totally goto. The next time grease flares or china slows or the fed raises rates, they may not share the same culture or the same customers, but they share rising revenues and profits. So count me in for this explosive cocktail of better and faster living from plants and chemicals. Its so good i cant believe it kyle in wisconsin. Kyle caller cramer nice to talk to you, bud. Hey, go to school were water of the white water advancement. If you ever come to wisconsin, please come to white water, we would love to see you here. Im looking for wisconsin to go deep in the tourney in one of my brackets. Caller ooh. Didnt look good tuesday against maryland. Youre fine. Dont worry about it. Whats going on . Caller hey. Ive got to ask you about this. So im looking at longterm, and you know cocacola beat their Fourth Quarter earnings expected and they have a 14 stake in monster. But until today, recently their stock has been slumping a bit. And that kind of scares me. Should i still buy and keep holding on to coke or is coke like that kid that peaked in high school and now he works at a fast food joint and was the quarterback. What the heck . Listen, man, no coke. Pepsi. Coke had a nice move today. I say we put it on the shelf he did the monster mash now this is the combo ive been looking for why wave a monster, the companies couldnt be any different but the stocks are both on the move and they can coexist and must be bought. My mom always said never talk with your mouth full but ive got to talk because there is so much more mad money ahead including the ceo of black hawk networks. And apple, along with tech stocks are absolutely on fire. But not every name in the nasdaq deserves your dollars. Dont miss my take on the chatter of the potential tech bubble. And lets end the week with a bang. Your calls rapidfire just ahead, the lightning round. Stick with and let me indulge, cramer anything . No. You . No. Aflac what are you guys looking for . Claims legend has it these hills are full of em. It can take months for an Insurance Claim to surface. Claimin takes patience. Aflac paid my claim in one day. They got some newfangled kinda one day payin machine . Hehehehe yea, i got aflac at work. Aflac. In just one day, we approve and pay. One day pay, only from aflac. Aflac. Can it make a dentist appointment when my teeth are ready . Can it tell the doctor how long you have to wear this thing . Can it tell the Flight Attendant to please not wake me this time . The answer is yes, it can. So, the question your customers are really asking is can your business deliver . What the heck just happened to black hawk . Let me set the stage. Blackhawk Network Holdings is a leading global distributor of prepaid cards and gift cards, serving six brands and running incentive and Loyalty Programs for 2,000 business partners. This gift card and affinity card business is absolutely on fire. And blackhawk has been one of the best ways to play. The company has consistently been taking market share from the competition with a stock thats been a terrific performer since it was spun off by safeway less than two years ago. Blackhawk reported yesterday morning when the stock went higher the company delivered and quickly reversed and plummeted 4 bucks more than 11 . The reason for the shell acknowledging guidance for 2015 was viewed as not only soft but murky and convoluted. Lots of accounting noise like tax benefits reclassification of parks and revenue. Ive got to tell you, i tried to understand but there was currency fluctuation, went over my head. Still, ive been a big fan of blackhawk for nearly a yearandahalf and i wouldnt be surprised if it reversed. Sure enough today, bounces back rallied more than a dollar and has given us a 33 gain since i recommended it last september. So which move should you believe . Yesterdays hideous decline, todays nice rally . Lets take a closer look with bill tauscher chairman and ceo, learn more about the quarter and where his company is headed. Mr. Tauscher welcome back to mad money. Thank you jim. My mom always said im a smart guy and if i dont understand it, maybe its not understandable. And i spent two hours going over the presentation and didnt really understand what occurred. And im i know this sounds strange, but if there could be a simple doover for the people who bought your cards and stock, it would help. Sure. There were two things that happened yesterday. The first is we released what we thought were terrific numbers from an earnings and revenue standpoint. It turns out that the revenue number was slight miss to some guidance we gave at the end of the third quarter. But we made this accounting adjustment where we put expenses that were marketing and customerrelated expenses up as a contra revenue, doesnt change the overall numbers, lowered the revenue. If we made it very clear in the beginning we had done that we actually beat the revenue numbers, as well. People felt the acquisition did not add to was not additive on earnings and you did say you felt the ack which could do that. Yes, the first part was the revenue from last year. Okay. Then we go into the guidance from next year. And youre right, weve got a bunch of moving pieces. So you did some simple arithmetic. And if you take this tax benefit off that we had, you get down to where the base business doesnt look like its growing enough. Right. And people got disturbed by that. There were a series of nonrecurring items in our guidance that if you restore, the truth is the base business in earnings is growing about 15 or so and the revenue and earnings is growing about 15 . Those items, just to tick them off, we had a little bit last year in our eps earnings. The first is when we spun up from safeway, we had to get a credit line and that established some interest expense we hadnt had before because of the safeway relationship. The second is, we nudged our tax rate up a little bit. And while we dont think that will be needed we wanted to be conservative early on here. Thats important. And last fx effects. So the Main Business seems to be growing just fine if you adjust for that if you look forward. And then secondarily, there is no question the acquisitions are created. They are created. This year. For 2015. You had a big analyst day and put out a news release today, Additional Details on revenue reclassification and that said you understood that we didnt really get it. The questions at the end were like questions i would have which is like are you doing as good as i think you are. And were actually going to put out something later here that does some of the walk on the eps numbers. Thank you. Do need that. Okay. So lets go over some of these issues, because what people were confused by. First, some people worried that perhaps the business is going to be challenged by digital, which will make less money on than the standalone stands we see at the drugstores. Well, theres no question were worried about that. We have invested a ton of money to try to be the same kind of leader in the digital space. We have taken all of our gift cards and gone to our partners and said we need digital gift cards. Were now up to 370 of some 600 cards we can offer digitally and then we build a platform so we can offer up to people who want to distribute digitally. And made a list of everybody we can think of starting with amazon who said do you want to sell gift cards online or in some mobile function and we have been signing them all up. Having said all of that there is not a lot of business. And its growing, but its very small, and the reason is you cant make a Digital Payment in this country yet union pick would you sayly. Through Digital Payment, really hard to do. Thats right. And all this stuff about apple pay, and its going to change the way we do it will happen in a couple three years. But today, you go into store after store, you cant use your phone to pay. Okay. But does that mean we have a short just a short half life to be still own blackhawks stock before things get more difficult . Well the method thats going to change Digital Payment is when they change out all of the card readers for emv. Right. And when they do that mastercard. Thats going to happen. Youll get an nfc chip, and thats the antenna that lets the phone read the payment. Okay. That will happen over the next two or three years. If you look at countries that already have all this uk does an example, its still only about 10 or 15 payments. So there is still a drag period. Certainly past a pretty long horizon until the whole population sort of says thats where im going to go. And frankly, without some other goodies, its not really solving a problem. Right. Okay. All right. So look im giving the bottom line, there wasnt anything that was newly refuse latory and negative. I think were going to have a good year. Thats what matters. Bill tauscher chairman and ceo of blackhawk Network Holdings. More stuff coming out to help us understand more. It is necessary. We do need it. Mad money is back after the break. It is time its time for the lightning round on cramers mad money. We play this sound and then the lightning round is over. Are you ready skedaddy . Time for the lightning round on cramers mad money. We start with kurtis in north carolina. Kurtis caller booyah jim. Thanks for taking the call sir. Whats the latest on aindicated i cant pharmaceuticals . We did a piece an park sons. I like this but its speculative active. Brad in pennsylvania. Brad. Caller bbb booyah, jim. Bbb booyah, back. Caller with no payments, i think there is a lot of potential for semiconductors moving forward. Were in pullback mode for nasdaq stocks. Get it below 80 and thats when you pull the triller. Dont be too eager. Sean in new york. Caller bgh. What have you got . Way too hard. I dont need to go to the bottom of the barrel. Ive got trouble on royal deutsche for my charitable trust, actionalertsplus. Com. I say be careful. Patrick in arizona. Caller hi, jim. My stock today is tausman. Tlm. How about concho . Mblo i like more. Im trying to give a like to like. How about we go to stan in florida. Stan. Caller greetings from sunny florida, jim. Beautiful. Caller i know your opinion on lowcost airlines. You like southwest and spirit. I would also like your opinion on allegiant travel. Good and i like alaska air coming down here. But i think allegiant is good. Its had a big run. Be careful. Beware of the ides of highpriced stocks. Steve. Caller booyah from the great state of wisconsin. Oh wisconsin. Okay, whatever. Terrific i would rather go no i love em both. Whats up . Caller hey, jim, im looking at a value play on worthington, beaten down recently. Its got to be beaten down steals at a fiveyear low. Thats why you pull the trigger on nucore im not done. Lets go to ernie in new hampshire. Ernie. Caller bb booyah, jim. This is ernie, longtime caller first timecaller, longtime listener. Been with you since your radio show. Wow. Caller ive got a stock which you recommended before and had a big bump on takeover from hp and continues to go higher. Buy, sell or hold on Aruba Network network. If youre in it im pulling the trigger and ringing the register. And that, ladies and gentlemen is the conclusion of the lightning round the lightning round is sponsored by td ameritrade. Okay. Thats it. Were done with that cheap vanilla tech we love so much in 2014. You can measure the quality of Conference Calls dozens of ways. I like to ask, was it a breathtaking performance . Was it a beautiful art that told a riveting story . I was like hmmm or was it the kind of call where you need to dig paper clips into the palms of your hands just to stay awake . They have been watching paint dry not paint. That is unfair. Paint. As i listened i found myself reading the label for the allnatural organic rice cakes i was snacking on while i tried to combat that lunesta of a Conference Call. Didnt work. I slept like a baby on the kitchen floor. Jim, i would like your opinion on whether i should buy Restoration Hardware or invest the money for a trip to brooklyn to visit a famous american restaurant there. You go to a bar, its going to cost you 22 bucks for a couple beers and short rib tacos. I was on the tap last night and i might buy later tonight. I my be buying my favorite margarita i make there. And i have a guinness degree but it doesnt transfer here. No it doesnt. Listen up, this is a special double l version of the lightning round in honor of the famous llamas on the land. Llama. Llama on my mind here. [ growling ] plus llamas. Stick with cramer. You had the llama the llama was there. I think about the shape. I think about color. I also think about sound. I take it into my brain and i think about. What would it look like to me . My tin man has a big toe the size of a house. The lion is small like a toy poodle. It has webbed, duck feet. And he is very scared of everything. My scarecrow has wooden teeth. His fingernails are really long. And his clothes have tubes on them. Somewhere over the rainbow somewhere over the rainbow and thats dorothy. She looks like me. Everyone has a favorite movie. Now people with visual disabilities can find theirs. Comcast is proud to introduce the First Talking guide. From xfinity. At a moment when the nasdaqs flirting with 15year highs, we keep hearing catcalls about how theres now a bubble in tech. The strength cannot last and its all going to end badly. I think its worth putting this Current Situation in context and thats what were going to do now. The truth is im not at all worried where we are right now in the nasdaq. This is not a bubblelicious market and that includes the highflying tech stocks. You want to know what a bubble looks like . No im not going all mr. Peabody and taking you in the wayback machine to the year 2000. Forget 2000. The fact is a bubble looks exactly like what was happening roughly a year ago in tech at this time. Remember the First Quarter of 2014 . Back then we were nearing the peak of an absolute deluge of initial Public Offerings. The market was flooded with deals, it seemed like a new Cloudbased Software came public every other day. And the endless stream was even worse. Now in january or february of 2014 these new softwares and biotechs kept roaring higher and higher. As the ipo floodgates opened i started to get concerned. You see, in a real bubble the kind that can devastate a decent portion of the market you get a slew of initial Public Offerings as companies try to cash in on the euphoria in the public markets. But as this process goes on typically the companies becoming public tend to decline in quality until the near the end of the move scraping the bottom of the barrel. By the way thats what we saw play out with technology in 2002, as tons of profit list outcomes rushed to come public or do secondaries. We saw something similar in the First Quarter of 2014 as profit with softwares did the exact same thing and we got a lot of secondaries. Thats why i came out here and warned you about this danger of this ipo mania. I was there was one sure fire way to wound a bull market and thats flooding it with supply. Remember, stocks are just like any other kind of merchandise. Their price is determined by supply and demand. So when tons of companies become public, we get a supply glut. Investors have to sell the older softwares to Service Companies like salesforce. Com in order to raise cash to keep participating in the freshfaced ipos the brokers were pushing hard. And eventually this ipo bubble would indeed burst. Thats one of the reasons why i told you to avoid the vast majority of the companies that became public at this time last year. Sure enough, if you fast forward to today, the bulk of the stocks have lost you fortunes in the aftermarket and very few exceptions, trinet which i recommended. You had to be selective. Because most of the ipos in the First Quarter of 2014 were coming public with very stretched valuations. Even as they didnt even have earnings. Some of them didnt have much revenues to speak. Now, even though the vast majority of lowquality companies that became public roughly a year ago have seen their stocks get smashed, players are still out there. I dont want you to be tempted by their seemingly cheap prices. Theyre still not cheap. And i want to warn you against some of the worst offenders left over from last years ipo overload. Hundreds of really lowquality companies that became public in the year 2000 ultimately went bankrupt. The First Quarter of 2014 was nowhere near as bad as 2000 but there are still plenty of 2014 vintage stocks that can keep falling and falling and falling, both ones that came public and did secondaries. Many of the names i warn you about so aggressively last year are now too small for me to mention onair. Thats right. I went through the ones we said dont buy, dont buy, dont buy. A lot of them were double dollar 2 or below our market cap rules here. That we can mention onair. And thats really how bad things got. However, theres still a couple i think i can get away with cautioning you about. Pay lossty pcty Human CapitalManagement Services as a software play with a stock thats actually performing pretty well of late if you happen to own it then i think you use the strength and pay loss to sell. Why . Because the market for payroll and Human CapitalManagement Software is now extremely competitive. Pay lossty has to go up against adp and pay czechs and cloudbased competitors like workday. The company is still losing money. Right now the stock is factoring in lots of potential up side that may not exist, given so much competition. I would also be a seller of aten networks. This supplier of softwarebased applications in networking solution has seen its stock get hammered to 4 bucks and change. You have no idea where it used to be. But the Revenue Growth is fairly slow earnings not existent. This is the one i recommend selling in the next up draft. Heres the bottom line. Stop listening to every commentator who claims we have another tech bubble. We just had a bubble in the cloud stocks a year ago. We have been through the fallout. And while many losers from last years ipo glut are still around, theyre not the same as the highquality tech stocks that have been fueling the nasdaqs recent run. Why dont you stick with cramer. Ok, if youre up there, i could use some help. Smart sarah. Seeking guidance. Just like with your investments. That sets you apart. It does . It does. Youre type e. And seeking another perspective is what type e s do. Oh, and your next handhold. Is there. You dont have to go it alone. E trade gives you the support and guidance to make informed decisions. Are you type e . Over 20 million kids everyday in our country lack access to healthy food. For the first time American Kids are slated to live a shorter life span than their parents. Its a problem that we can turn around and change. Revolution foods is a company we started to provide access to healthy affordable, kidinspired chefcrafted food. We looked at what are the aspects of food that will help set up kids for success . Making sure foods are made with high Quality Ingredients and prepared fresh everyday. Our collaboration with citi has helped us really accelerate the expansion of our business in terms of how many communities we can serve. Working with citi has also helped to fuel our innovation process and the speed at which we can bring new products into the grocery stores. We are employing 1,000 people across 27 urban areas and today, serve over 1 million meals a week. Until every kid has built those lifelong eating habits, well keep working. Im jim cramer, and ill see you monday tonight on the car chasers. We are breaking some landspeed records today Chitty Chitty bang bang we just got to auburn. 7,500. 7,500. 7,500, 7,500. Nothing is selling . Thats not good. We got to talk business. Those cars really need to sell. Babe, were on the same page. Oh oh, my gosh. Sold im jeff allen, and i buy fix, and flip cars. Along with meg, my partner in crime, and eric, our mad scientist, were flat 12 gallery. My main competition is still my dad, the toughest negotiator i know. This year, flat 12 gallerys going bigger. We could hit a mil yeah . Better, and badder than ever