Mea meant. Investors run for the exits. 181 points. Speed plunging 9. 4 . The house of pain. Remember how this market works. It has not one but two masters. The first is oil. If oil rallies, the stock market almost always goes higher. Thats been the pattern. Been the pattern since the bottom on february 10th, which is easy, because its my birthday. The federal reserve. Its one mean task master. Bulls want this these two separate. You know who always wins in the bear is almost always the first, lets set the stage. Yesterday was one of those bizarre up days where nothing happened. Nothing significant from any government. It was a terrific sign that in the absence of news, maybe the market wanted to go higher. However, the sign was a false one. As we found out this morning at 8 30 a. M. , when the bulls got some unwelcomed news. An astonishing pickup of inflation led by higher rents, medical care and an increase in energy prices. These all amounted to a. 4 increase in the cp a. Thats the hottest reading since february 13. Its a full 10th of a more than we were expecting. The inability of regular people to come up with a down payment on a new home. We got Housing Starts today and they were at that 1. 1 million level they were stuck at for ages. Thats not enough to drive down the price of homes. More and more families are renting. Because of a shortage of apartments, paying a high price for it. Medical side of the equation, this country has been trying to get Health Care Costs under control since the beginning of medicare in 1965. The worrisome one is the increase in the increase of gasoline. Talk about a market being at cross purposes. The two masters, oil and the fed. The positive news, the oil patch relentlessly hire prices has stirred the fed heads from their slumber and their chatter about a couple rate hikes has begun aknew. Its deafening again. I cant stand it when they do that. When oil went into free fall, it plummeted so far, crudes long climb back to 48, really didnt even bother to show up. For a while, oil could rally. The single underlying growing strength. We like that. Until today that is. Suddenly the increased price at the pump has moved the needle to the point where the cpi cant be ignored by the fed any longer. Higher oil now seems to be some sort of Tipping Point in the discussion about whether the fed has to raise rates next month in order to stem inflation. I have to tell you this whole argument over inflation is cluele clueless. First the great hope for housing is that rates are so low, that builders will put up more homes. Maybe lenders will loosen the reigns allowing first time home buyers to enter the market. If the fed tightens, well have more people renting. Pretty logical. Cost of rent would go higher. A lot of good that would do. We can tighten all we want. Wont do a thing to fix the governments subsidized mix. Third and most reviewing. Higher rates will be disastrous for the Oil Producers trying their best to pump out what they can in order to meet the demands not in the marketplace but of their bankers. You get higher rates than the marginal producers that can bring out oil at these prices. Thats going to end up accelerating Energy Inflation as more oil goes offline, not crimping it. Higher rates wont stop this kind of inflation. If anything, totally logical. A rate hike would actually make inflation worse. You know whats the true oddity of this debate . The most ironic part of the intersection . The hardest hit portion of this market today was the portion that the consumer interacts with, retail. The same as last week. You know the s p 500 isnt just dominated by retail and apparel stocks . Theyre the only ones on it. I checked today. The only ones. What makes this ironic . The chief reason my stocks are on the new low list, they cant make anywhere near what we thought they could from the estimates. Amazon is crushing the retailers. Somehow this positive part of the story is not reflected in aggregate numbers. Sadly for the bulls, were in the exact opposite mode we were yesterday. Talk of inflation has led to declines in the packaged good stocks. Thats because their beneficiaries have lower inflation and they have bountiful dividend yields. If the fed tightens, those yields becomeless. These Companies Wont make as much money as we thought they would. I could tick down all of the stocks that were hurt today by the phenomena. However, i think it would be simpler to focus on the epitome. The epitome is clorox. Boy, ill tell you i wish i had a history of clorox, this is a company with a long history of doing whats right for shareholders. You have to be kidding me. Not bad. This is a history of clorox. This team is insanely focused on the short and long term. Clorox, which we remember from that label while those of us who are this old, thats when i first started shopping. Clorox just reported sharply better than expected earnings, just last night it boosted its dividend from 77 cents to 80 cents. For one, the stock now sells at 25 times earnings. Even if the company only has a 6 growth rate. If you check the history of clorox at which i happen to have, i dont think youd ever see a value that high. Can you imagine . Despite the dividend boost, clorox only yields 2. 4 . If you check the history of clorox, you may not see that low yield. A third of inflation is really roaring back than the raw goods that make up the products. The stuff inside, the plastic, moving it to the stores, they will go up in price. And that am squeeze the margins. Wheres that skull and bones, dont want people to drink this. Clorox may go from the stock to own to the stock you hate, at a high inflation rate world. Hence the 2. 57 scent loss today, this kind of thinking probably seems granular to you. Meaning, were breaking it down to levels that almost seem silly. One slightly over heated inflation outlook does not change the outlook. The bulls have been lulled into thinking that one at most was all we should worry about. Let me put down the history of clorox, its quite heavy. Throw in the fact that home depot reported an unbelievable number this morning. Dont buy, dont buy. That kabashed the stock. Is home depot really slowing . No. Does that matter . Have i taught you nothing . The market makes up its mind on a dime and then changes it on a dime. Give the stock a few days time and it will start back to where it started. The markets two masters have now collided. Oils gotten too high, at least for some. And its reintroducing a new narrative. One where the fed might be back in play with multiple rate hikes this year. If thats the case, theres more down side ahead. Even as i think you can make a convincing argument, that inflation cant be curved by higher rates. The bulls have to prejean et yellin is flexible enough to see it that way. Michael in north carolina, michael. Thanks for taking my call. I wanted to get your opinion and thoughts on american airlines, is the company undervalued . Weve seen a really great integration. And the stock has taken a beating the last few months. Weve seen some good profitability over the year, what is your take. I dont think you can make the estimates, i saw yesterday that delta cut capacity. Thats good news for american, thats why the stock was up in a down day. I believe at 32 theres limited down side. I cant think of a case, why should we go out necessarily, until we see better numbers than the last time. Which were sub optimal. Douglas in california, doulgs of douglas thank you for taking my call. I picked up some shares of laird research right after they announced a deal with jla. In the last four weeks, its been slowly but steadily trading down. What do they know that i dont know . They know the federal government seems to be against deals. They fear that these two Companies Getting together will hurt some of their customers, so theyre taking their darn time. I think the deal goes through, but you have to understand, we are now in a world of hurt after that Office Depot Staples deal fell through. Thats what theyre worried about. That stocks a good stock. Listen up, oil and the fed, its gotting hot in here. Take off some of the layers, get comfortable with the fact that these two market moving masters are in charge of the tape for the time being. The dows been a real bow wow but theres only one industry thats managed to defy any weakness. Does the group remain the cats pajamas. I go off the charts to find out. Plus, your breakfast lunch and dinner brought to you by amazon. Im revealing the one you want to buy, and more signs of a pattern on wall street revealed today in the Major Health Care player. Ill clue you in. Why dont you stick with kramer. The heirloom tomato. Intenselyflavored. Colorfullydiverse. Beautifullymisshapen. Cultivated for generations, its the unexpected hero of any dish. When you cook with incredible ingredients. You make incredible meals. Fresh ingredients. Stepbysteprecipes. Delivered to your door. Get your first two meals free blueapron. Com cook. Plumping surface cells for a dramatic transformation without the need for fillers. Your concert tee might show your age. Your skin never will. Olay regenerist, olay. Ageless. And try the microsculpting cream you love now with lightweight spf 30. What might work in this sea saw of a market. Weve been getting hit with roving bear markets in a host of sectors. Retail, technology. Biotech and the financials have gotten hit. Theres one industrial thats quietly managed to defy any weakness. Even managing to rally on the days when the market is down hard. Im talks about the niche that is the pet care group. Tonight were going off the charts. Being the technical starter in the threeman team in the trifecta newsletter. First, let me say that sometimes the best ideas are staring you in your face. Anyone who owns a cat or dog knows that americans will spend fortunes to keep their pets healthy. Theyre often viewed as family members or better than family members. They dont ask for money. Cats are experts at withholding affection. Still, it makes sense that even if the economy seems wobbly, this pet care group would continue to ignore. Blue buffalo pet supplies which we use, vet centers of america, fresh pet. And idex, lets start by checking out the daily chart of pet med express. They make it so easy, this group, dont they . Pets. Americas largest pet centric pharmacy, kind of like a duane reade for pets. It broke out to strong volume a week ago. Since then the stock has pulled back a bit and is now trading sideways. Or consolidating as they say in the technical world. Whats important is that the volume has been lowered during the move sideways. Versus the break. See when it spiked, the big volume, when it comes to technical analysis, volume is like a lie detector. It tells you who is telling the truth, the recent rally is the real deal, see the spike . After spending some time consolidating, the stock moved sharply higher. Which is one of the reasons they bought it for the newsletter. It has good financials. Strong fundamentals many it has momentum. It doesnt get better than all of these. Its got financials, its got the chart, its got the right cashflow, its got the best business. Whats not to like. Heres one. How about the daily chart of blue buffalo, which we buy, because it has the American Flag on the side. The fancy pet food maker, the stuff costs a lot of money. Lately blue buffalo seems to have found in its footing and the stock is rocketing higher. After a big move up in march, blue buffalo continues to climb a high volume. The moving average a tool that technicians use to confirm or detect changes in the stocks trajectory just flashed a powerful signal where the black line crosses over the red one. There we go. See that, after a month of consolidation in april. At the same time, this is key, we know it, some of our Staff Members really live by it. The oscillator, which manages buying and selling pressure, has been incredibly strong for months. It never quits. That suggests money buying, every time blue buffalo comes down. We see this 26 stock and beyond. Last week, blue buffalo announced a gigantic 25 million shares, driven by some major shareholders that want to cash in. This deal could give you a perfect entry point. He recommends waiting for the secondary to hit, and pulling the trigger. Then theres vet centers of america. Or vca. My favorite symbol of all. Woof, woof. The klain of animal hospitals thats been on fire lately. Its a thing of beauty, vca has been rallying in a Straight Line since the lows in february. Looking pretty impressive. People keep adding their positions as this thing goes higher. An important momentum indicator seems to be embedded. Something that can persist for a long time. Vca has been perfect. Thats the green line, a little more than a dollar below where the stock is currently trading. Given the action, its quite possible you may not get a pull back. Thats how strong vca is. What about fresh pet, the maker of high end pet food that needs to stay cold and stinks up your fridge. Middle of the night, you get hungry. Fresh pet, most of the time has been the proverbial doghouse. Since it came public in 2014. This long time loser is looking much improved, the stock has bounced hard off its all time lows in february. Pretty amazing, right . Actually held, and its been continuing to climb ever since. Now, that oscillator is positive, although not as good. Buying trends have been solid. And the chart has improved dramatically. This baby is many points away from its all time high. It may be worth speculating down here. 50 cents or so from here. I havent liked the stock, the chart does look good. Then theres one i really like. Its called idxx labs. Weve had the ceo on the show back in october. If you watch that interview, you made a pretty penny. Theyve been unstoppable of late. With daily sharks showing impressive higher lows and higher highs since the bottom of february. Look at this thing. Dont short that, thats fabulous. The money oscillator seems to be super strong. Money is pouring into idex labs. Lang says its tremendous. Theyve been a buy into every single pull back. You know im a fan of the fundamentals. This kind of selloff, thats when you buy idex. I love that. Now, lets not forget, the huge Animal Health company, we had them on last week, this is an interesting chart, not as positive as the others. They exploded higher in march and april. Lang says his pull back is a consolidation as the stock tries to digest all of these gains. Frankly, this has been one of the best performing pharmaceutical talks out there of late. Its no wouldnter the boys want to buy it. We noted that bill ahman reduced his stake last week. I wouldnt be too much into it. The fund hasnt had a good year, in part because of that gigantic long position. Gallant seems to be moving up a bit, and herbal life, which has been moving up a little bit. At this point i wouldnt be surprised if hes selling his winners to find his losers. Which in my view is a mistake. It means other hedge funds will stop shooting. Just to try to bring agoman down. As someone who was used to running. I can tell you that Money Managers are like sharks. They smell your blood in the water, they can attack. Heres the bottom line now. In a market where its hard to find much to hang your hat on, the pet stocks have been amazingly consistent winners, you can pick among your favorites. Petmed, blue buffalo, and even more of the fresh pet, theyre working. Pet food, small area, big prophets. Much more mad money ahead. Amazon is pushing its way into the 80 billion private food business. If you want to take advantage of the structure, theres a different stock that should be in your cart. Its a big discount today. Im taking a closer look. Another breakup thats been a boone nor investors. Its two stocks that had a healthy start. I dont think theyre done going higher. Home depot and tjmaxx reported earnings today. That drop deserved . Dont make a move before hearing my take. Specifically, amazon announced its going to launch new lineups of private label food and products, just as your own supermarket, cheaper store brand products, amazon will do the same. The stock is only up 15 . However, there was one other company mentions in the wall street journal piece that broke the story. Popped 2 yesterday because they were talked about as a possible partner with amazon. Tree house gave back all those gains today and then some. I think this is an intriguing story, i have for some time. Youre going to get a compelling entry point. Let me explain. To do that, we need to begin at the beginning. Which is the rise of the private label food business. Consumers have been a lot more frugal. All kinds of retailers have embraced selling their own cheaper inhouse brands. Amazon had already been moving into the food business, now we learned that theyre rolling out their own private label brands in the coming weeks. This could be a nice new high margin Retail Business for amazon. They instantly make prime service more valuable. Its a lot more that you get for that 99. Company likes to monitor the best selling products on their platform. And then create its own knockoff versions at lower price points. This is their first attempt to move into the private food label business. Trio foods for proprietary brands, mainly they specialize in making private label products for supermarkets all over the country. With soups, puddings, sources, fruit spreads, salad dressings, especially healthy snacks like trail mix and dried fruit. I sent my staff out, i said get my tree house, they came back with soup, hormel chilly, and then they came up with cramer original. I said, listen, guys, thats not going to cut it. They said, you know special k . Well, we have special c. And it turns out that amazons been consulting with tree house in the runup to their own private label food launch, which might mean these guys have acquired a major new customer. Just as amazons the king of online retail. Tree house is the king of private label food. I say king me. Tree house is a company that was spun off more than 10 years ago. Most recently last november we learned that tree house was buying tree houses label. Tree house became the largest private maker in food in the industry. They doubled in 20 different categories, including pasta, bakery goods and cereal. Spins . Fruit spins . Is this after a really big night out . I prefer special k. Or special c when the staff finds where i threw it. I think this purchase was a total steal. Con agora bought this business. Tree house paid half that, because con agra couldnt make them work. I think they make a lot more sense at tree house, which is already a private label specialist. Even before this con agra transaction, tree house was a big player in the food industry. Its earnings havent been annihilated by the super freakin strong dollar. Put it all together, you can understand why are the stock is up more than 16 year to date. Now, tree house has been cautious about the integration of conagras private label business. Shortly after the deal closed they delivered strong earnings and small sales. Market took the view in stride, stock rallied on the news, the investors assuming management was trying to low ball them. Simple growing pains could only be incredibly lucrative new business. When tree house reported again a few weeks ago. Delivering a seven cent earnings basis. They raised their full earnings guidance. The next quarters earnings could be challenged because of the costs associated with the con agra deal. In response the stocks shot up 6 the next day. They continued to climb through tonight. Amazons related games. Speaking of the new private label food business that we dont actually know that theyll subcontract this out to tree house, we only know that amazon consulted with them. My best guess would be tree house gets a piece of this business, theyre the number one maker of knockoff store brand food in america. What about the competition. Maybe the best comparison here might be pinnacle foods. Pinnacle doesnt have the scale or the breadth of tree house, nor do they have the kind of healthy food exposure with tree house. With amazon getting into the private label game, i think they would be fools not to go with tree house. Which has the experience the infrastructure and expertise to help amazon get running. Ive locked the stock for so long and its coming down, tree house is not exactly cheap. More expensive than mogalise which branded smuckers at 20 time. Kelloggs makes the real deal. Well, kelloggs makes the knockoff. If youre never mind. Tree house does have much faster growth in these countries. Tree house underpromises and over delivers. Anyone whos batched this show for a long time. Heres the bottom line, private label food is booming, you know its good when amazon decided they want a piece of it, when it comes to the zre, tree house is the king of knockoffs. The news that amazon plans to sell private brand food of their own could be the logical thing. If they dont get amazons business, i think the stock is a buy. Especially after its brutal pull back today as part of a selloff in all things consumer. Even if tree house has little or nothing to do with the reasoning behind its own decline. Fred in florida, fred caller greetings tenured professor cramer. I love that. You can stick around. Caller thanks for all you and your staff do. With the decrease of the dollar, may i have your short and long term opinion on mondelise. I was surprised 2 wasnt as good as it was. I think the stock comes down as part of the selloff of all the branded stocks. If you get back to below 43, where it was when it reported, i think there you go. Time to make a little money off the consumers desire to save. I think amazons moved to the private label business. Gives a strong case of owning tree house. I like it after todays market wide selloff. Much more mad money ahead. Im taking a look at two stocks to make a diagnosis for the rest of 2016. Home depot and tjmaxx reported stellar earnings. Are they into the retail fray or is it best to ignore the down ward flaks. And a special lightning round. You pay your Car Insurance premium like clockwork. Month after month. Year after year. Then one night, you hydroplane into a ditch. Yeah. Surprise. Your Insurance Company tells you to pay up again. Why pay for insurance if you have to pay even more for using it . If you have Liberty Mutual deductible fund™, you could pay no deductible at all. Sign up to immediately lower your deductible by 100. And keep lowering it 100 annually, until its gone. Then continue to earn that 100 every year. Theres no limit to how much you can earn and this savings applies to every vehicle on your policy. Call to learn more. Switch to Liberty Mutual and you could save up to 509. Call Liberty Mutual for a free quote today at see Car Insurance in a whole new light. Liberty mutual insurance. I always like to check up on companies that seem to have followed my advice on something big. When i wrote get rich carefully, which was published at the end of 2013. I devoted an entire chapter to companies that split themselves up. Baxter was my number one candidate for a company that should break itself up. Ive been arguing for ages that the companys slow and steady medical device didnt belong under the same roof as its fast growing biopharma division. I thought they would get a Better Rating if they published these two. If you ever want to prove that breaking up is easy to do and incredibly lucrative. Just literally days after they began trading july 1st of last year it was approached by shire. Taken over to a 36 premium. The deal lang wished for months. This past january, we learned that the merger had been approved by both companies. Receiving 32 billion in cash and stocks. The spinoff has made you a killing. On the first day after the breakup, theyre worth about 70. 08. Today a little over 10 months later, baxter is trading at 44. 40 cents. In anticipation of the shire deal closing. You add them up and what do you get . 87. 30. You held on to both stocks, youre out now from the day baxter came up. I said baxter could be worth 87 a share. We know whats happened in the biopharma business. That steady eddie medical supply company, how is that doing now that its standing on its own . Dont forget that baxter held on to a 19. 5 stake after the spinoff. Theyre getting a nice takeover paying for the old drug business. Even without the boost, Baxter International seems to be doing well quite well on its own. The breakup came just a couple months after the hideous selloff in september. Baxter appears to have found its footing. The stock of this boring old baxter has taken off its up 16. 5 year to date. We have to ask ourselves why has baxter been so good. Some of it is company specific. Im going to get that in a moment. A lot of it has to do with mechanics. They want their funds to come close to reflecting the same mix of sectors you get in the s p 500. That way, if theres a big group you dont see coming, you wont underperforming. What that means is, right now, there are tons of Money Managers who need to own some health care stock. Theres not that much to chose from. Which brings me back to Baxter International. Heres a nice consistent profitability set up by the Affordable Care act. As long as people keep going to the hospital, baxter keeps making money. People will always get sick. Baxters become the kind of stock that Money Managers cant get enough of it. Baxter is benefiting from money. They focused on their drug business. That meant they could really only try to not lose market share. It was hurting them, could you see it in the numbers. In the last Quarter Sales in baxters medical products were flat on a Constant Currency basis. Now that they no longer need to worry about running a drug business. Baxter can innovate. They held their service last week. They could translate into 1 billion of incremental revenue. They launched 17 new products. The numbers have already gotten better. When baxter last suspended, the dollar weakening. Baxters margins are improving and improving dramatically. Thanks in part to all these new products. They no longer have to spend so much money. On top of that, managements gotten aggressive about cost cuts. Thats how theyre operating margins year over year to 10. 5 . They can grow this to the 14 to 15 range. That would represent a truly gigantic increase of money. Another benefit from the breakup, remember in a 19. 5 stake baxter kept . The companys been gradually liquidating that position. Baxters been using that money to pay down debt and buy back stock. This improved Capital Position is not expected to be a one time thing. They will improve cashflow goingforward . They no longer have that expensive drug business. That means more money. Put it all together, this breakup is going much better. Theyre not the only part of the story the remaining Baxter International has gotten their act together. I think that stock in this selloff right now, could have a lot more room to run. Mad money back after the break. [phone buzzing] [engine revving] [engine revving] [phone buzzing] some things are simply impossible to ignore. The strikingly designed lexus nx turbo and hybrid. The suv that dares to go beyond utility. This is the pursuit of perfection. It is time. Time for the lightning round and then the lightning round is over. Are you ready . Its time for the lightning round. Stanley in maryland. Stanley. Yeah, jim, i want to thank you for everything you do, i appreciate generally, i want to ask you about network holdings. I think the company pretty much laid out a case about why he cant own it. Not right now, the adoption has been slowed because of certain things having to do with the mechanics of your credit card. Lets put it on hold for now, until that transition is done. How about barbara in alabama. Barbara . Hi, jim. After hours trading showed the stock the next day the volume tripled. The stock price went back down to the low 80s. We cannot figure it out. The filler kill team that we have at realmoney. Com over at the street on this thing. I cannot figure what happened to this. Honestly. Lets go to michael in new york. Michael. How are you jim, i got a downtown boat house big apple booyah for you. I like amd. I was in the red for a long time. Im finally back in black. Big move on a percentage basis. Its going to come a little. Lets go to janet. Hi, jim. Action alerts subscriber here. Thank you. Caller congrats on your daughters graduation. Thank you very much. Listen. Ive got a long Term Position in giliad, is it coming back. Thats what matters the situation, they have a lot of cash, they need to do an acquisition. I think they should have known that. The fact that they havent has left people thinking what have they done with all that cash. Theyve got to diversify. Lets go to jeff in rhode island, jeff. Thanks for everything you do. Booyah to you. This company met their earnings. Should i buy more at the lower price. Lending tree. Lets get doug to ask them, is this a company, the lending business right now i have soured on. That doesnt mean i have soured on lending tree. Lets go to tim in north carolina, tim. Jim, thanks for the show, man. What do you think about sfl your 11 dividend yield. I know ge came out today. Thats both oil and dry bulk. I dont know it well enough to opine. Very to do a lot of work. Ship finance. That is the conclusion of the lightning round. The lightning round is sponsored by tdameritrade. Tandi. Like the mail guy at 3 12pm every day or jerry getting dumped every third tuesday. Jerry every third tuesday. We have Pattern Recognition Technology on any chart plus over 300 customizable studies to help you anticipate potential price movement. Theres no way to predict that. Td ameritrade. But they demand the best shopping experiences. They may want the latest products and services, theyre your customers. And by blending physical with digital, cognizant is helping 8 of the 10 largest u. S. Retailers meet their demands with more responsive retail models. Ones that transcend channels and locations, anticipate expectations. Creating new ways to engage at every imaginable touchpoint. Its a new day in retail, and together, were building the store of the future. Digital works for retail. Lets talk about how digital works for your business. Look, i know you never say forget about today. It means nothing. Every day means something. Im going to ask your indulgence. And say that some of the retailers that were down today shouldnt have been. Their precisely what is working at this point both in the economic and internet spin cycles. Im talking about home depot. And tjx. They both awarded earnings this morning. Before the actual bell is rung the stocks of both companies could not with stand the gravitational pull. Some information they said on their Conference Call said they felt prey to profit taking. Why do i say profit taking . Yesterday in the nonevent rally that was driven up sharply by higher oil. Both stocks that stole whatever thunder they could muster. Let me say first, if you read through the home depot calls, as opposed to just taking your cue from your stock price. Things are pretty darn strong. I like to quote from the home depot Conference Call, unlike most of the jokers who were dumping the stock. Im willing to let the facts get in the way of a depressing stocks story. As summed up succinctly by kyle tamay. Since we built our 2016 sales plan. We continue to see strength in the Housing Market with home price appreciation, housings turnover. He goes on to say, sales in the First Quarter exceeded our expectations, not just because of favorable weather but because of higher demand from our core categories, end quote. That in the end, not the negative stock action is what matters. Theyre telling you things are strong. Theyll stay that way as long as household appreciation are the two main variables to measure growth rates. More people will take apartments or buy houses. They will go to home depot as they always have. If homes are going to appreciate in value, homeowners will purchase merchandise to make it better. In other words, its all good at the despot. How about tjx . We see the same thing, except much better. Home goods, their Amazing Store for home goods. Make it pretty easy there. Reported numbers that were twice as good as anyone up 9 instead of the gain we were looking for. Unlike home depot which tends to open a few stores. Tjx is spinning over the globe. The sourcing which relies in part on vendors that cant move their merchandise which is better. Perhaps most important, unlike last weeks Department Store retailers, these two are far less susceptible to the ghengis cannes of retail, amazon. Home depots goods, whether they be hardware, appliances or plants, they dont get amazon. These do not suffer from the wrath of khan. So let them come in, theres no hurry, lots of sellers out there. Not all stocks pull back because somethings wrong at the company. In fact, at this market, stocks can sea saw back and forth with nothing happening at the company. The next time the sea saw falls, i recommend climbing on to tjx and home depot, not stumbling away from them. Stick with kramer. You wouldnt hire an organist without hearing them first. Charge so why would you invest without checking brokercheck . Check your broker with brokercheck. Home depot and tjx, really good quarters. Just for you, im jim cramer, i will see you tomorrow. Male announcer the economy is in crisis. Many hardworking americans blame wealthy ceos, out of touch with whats going on in their own companies. But some bosses are willing to take extreme action to make their businesses better. Each week, we follow the boss of a Major Corporation as they go undercover in their own company. This week the boss of americas largest trash company, Waste Management a 13 billion business with 50,000 employees and 21 million customers. He is going to trade his executive office and expense account for a hard hat and a bagged lunch