Subject of job creation, and youve got the makings of a real rally. Dow gaining 187 points today. S p vaulting 0. 73 . Nasdaq only up 0. 54 . Again another record high. Look, love them or hate them, if you believe that Business People know how to create jobs i dont think thats such a huge leap then having them sit down with the president and give him ideas will help the bull market calls. The meeting also helps create ate a level astability to offset the recent volatility that had many investors fretting about their portfolios. Look, the contrast in president obama is so stark on so many issues, not the least today, where the new president powwows with rich Business People and talking about deregulation meant to rein in the banks which were the enemy in the Previous Administration for many years. His universe seems surrounded by wealthy people who offer their insights, and im sure it rankles half the country. But that said, ive interviewed almost every single one of these execs around the table at one time or another, and all i can say is, well, you could do a lot worse. The vast majority of these people trump met with today have suggestions worth listening to, and unless its all for show, which is entirely possible although chief economic adviser to the president gary cohn says thats not the case when we asked him, theres no disputing that this is good for stocks, good for your portfolio. These meetings do have a surreal sense to them, at least to me, because of my personal relationships with so many of these execs and my belief that they do represent some of the Biggest Companies but most importantly, some of the best and brightest that i know. But its not about friends. Its about money although in this rare case with the possible of exception of the need for more Silicon Valley ceos, friends and money actually intersect pretty well. What if the president is serious about dismantling a lot of the most heavy handed parts of dodd frank as he and cohn insist . Ive never been a big fan of the legislation as a whole. What i had always favored is increased Capital Requirements with the Federal Reserve and Treasury Department that demand them in a smart, rigorous way in case we have a huge downturn in the economy. We have that, thank you, tim geithner, former treasury secretary. He did a great job. I also believe there will be more lending without the complex apparatus of dodd frank as long as the bankers dont slip back into a world where theres no down payment and the loans exceed the values of the properties. Thats what drove our banks into the ground, that and reckless investments. We had plenty of laws on the books to stop the financial crisis. They just werent being enforced by the laissezfaire bush administration. I think the capital cushion and simple regulation regarding prudence is enough to get more money into the system to create more jobs and more important for viewers of mad money, getting rid of the most stringent parts of dodd frank will cause the bank stocks to soar. Theyll have a lot more money to return capital to you, a lot more money to buy back stock, and fewer compliance people they pay a lot of money to. With that in mind, we have another big week of earnings coming up starting with hasbro on monday. Mattel fell victim to losing their disney doll business to hasbro, and it cost them. Hasbro grabbed that franchise. I think it will be open field running when it reports. Tuesday we hear from general motors. I dont know if anyone has had more interaction with President Trump than ceo mary barra. We keep hearing about peak autos. The january numbers were indeed soft for most. They were stronger in germany by the way if you want a comparison. I think g. M. Is making fortunes and it might be good for a trade. We also get results from a company im particularly fond off, National Oilwell varco. I think this company which makes so much of the heavy equipment required to drill for oil could tell an improving story. The rig count was quite good today. I recommend buying it after the quarter, though, because eventually i believe it will be acquired by what is going to be the combined Company Coming out of General Electric and baker hughes when thats put together. I want you to file that information away, but i bet it happens. After the close, disney reports, and heres a stock thats been levitating ever since ceo bob iger pretty much called the bottom on that last quarterly Conference Call when he said he wasnt all that concerned anymore about the decline in subscribers at espn. The stocks rallied so much now since then that frankly i think it is vulnerable to any sign that iger should have been more concerned, but disneys movie slate and theme parks make the stock worth owning if it gets hammered. We also hear from Pioneer Natural Resources which has been the most aggressive accumulator of assets in the permian base in, a very aggressive seller of common stock to pay for the stuff. I think this company will talk about how it can make fortunes at 50 oil, and if crude goes higher, it will be not but gravy. I like pioneer. We get results from allergan on wednesday morning, agn. And this stocks been on a total tear since it bottomed in the 180s when ceo Brent Saunders lowered earnings expectations and bought a lot of stock himself. The action in stock raises the bar for anything saunders says this week. In short, we need to see some numbers that indicate allergan can earn as much as 16 a share in this year, and we need to learn about some of the new potential blockbusters in the pipeline that might have develop the or purchased in the last year by brent. Otherwise i think the stock could sink back to the low 200s. Y he it has moved that up that much. Time warner also reports wednesday and were going to be looking for any color about whether management is concerned at all that the deal wont close. Im talking about the acquisition of time warner by at t and how President Trump is already signaling hes opposed to it. Now, we got a process in the country, a process where the antitrust division of the Justice Department decides these things, and i cant think of an economic reason in the world why theyd block this one. But wait a second. This administration is a whole new world, and my instincts are take the money and run. Thursday is the biggest day of the week for earnings, and i can tell thaw there are some companies that need to turn things around so fast that its got to be this quarter if theyre going to save investors from any more bleeding. Lets start with cocacola. Off the charts this week, we presented work by one of the foremost technicians of our time larry williams, which suggested it is time to buy cocacola ahead of the quarter. I think the call made sense. Low risk, somewhat high return. Cvs health stock has been horrendous, one of the worst stocks in the entire market, and i think the ceo, who is very good, has a chance to try to tell a narrative that could get the stock moving. He needs to explain how the company is not being squeezed in its Pharmacy Benefit Management business so badly that its wrecking the rest of the earnings picture. Hes got to tell a better story. Then after the close thursday, we hear from twitter. I know many of you cannot believe that twitter stock isnt doing better given that its the preferred method for the president to communicate with the people of the United States and the world. Perhaps this is the quarter that twitter puts it together. I have to believe its better than the previous if only because of trump himself. Still its no facebook, and Facebook Stock actings horrendously, and its no snapchat, which has a much younger and more coveted demographic for advertisers but is losing a lot more than even twitter was in its formative stage. Twitter, i think, 17. I dont know. Two down, two up, not my cup of tea. Two others on thursday are polar opposites. Cummins and nvidia. Cummins, the truck engine maker, has one of the best performing stocks out there because investors are sensing a turn in the truck market led by china. I think the stocks anticipated a lot of that turn but its worth keeping an eye on. The best of the best is nvidia, the ultimate internet of things, machine learning, chip maker with a stock that was the best performer in the s p in 2016. The last quarter was the breakout quarter. Nvidia spent january consolidating back and forth after sliding down from where it was when it finished the year. Could it be off to the races again . I think yes, but its clearly no longer undiscovered, and its certainly not cheap. Finally friday, friday is the most important day of all. Why . Because its my birthday all right. Heres the bottom line. This is the last heavy earnings week of this quarter. Keep this in mind. If you fret over the white houses frenetic pace, okay, remember that most of the quarters to date have been very good. Even if at first blush they arent or theyve been received with sellers, they have a habit of producing sellers remorse and then a ton of buying not long after these sellers finish dumping their positions. Maybe thats the best time to buy. Lets go to steve in california, steve. Caller booyah from redondo beach. Man, i love redondo beach. Fabulous. Youre so lucky. Caller we love you, jim. Whats going on . Caller a few months ago you made a compelling case to buy Automatic Data Processing and paychex. After reporting this week, the stock got hammered and dropped 5 . Paychex also dropped. Im sticking with cramer. Can you please tell me how to view these two stocks . All right. Let me tell you exactly. Its like people sold mcdonalds down, maybe it was overdone. Automatic data, people are worried there wont be three fed rate hikes. Let me tell you in the next couple of weeks, youre going to hear the fed rate hike going to come back in march because the k34i is that strong. Automatic data. Buy, buy, buy. Same with paychex. Alex in california, alex. Caller booyah, dr. Jam cramer. This is alex from west los angeles. Nice that youre on the show. How can i help . Caller jim, my question is on eau claire row. Its reported good results three days ago but the price didnt go up and theres talk about it being bought or merging. Whats your outlook on oclaro and who is the best of breed . I was concerned it didnt go up frankly. I was concerned. The stock has had a decent run but i thought it had more to it. Im going to step back on oclaro. Im going to go far more traditional and its not going to be interesting for you. Youre going to say i cant believe he went for that dull and boring stock, but i think cisco, with the dividend, offshore cash, i like t. I think its a bester risk reward because i worry about risk here. Dont catch yourself having sellers remorse. For the most part earnings have been pretty darn good, so stop fretting about the companies at least. On mad money, you probably have its products in your pantry right now. My exclusive with the terrific ceo is just ahead. Then amazon. Stock crushed in earnings but missed on nearly everything else. With shares down, could it be the perfect time to check out the company . And its stock is up more than 80 over the past year, yet you know what it its probably not on your radar and its probably not done going higher. Dont miss my big reveal. And stick with cramer 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. Ads,a y at g in leco ads,a reats e tect. R teainmendmid ta us, the amazg g ho on us. Yo fe. W olhi itie,l hi, u do u pawith a firat s rnments us, the amazg g ho on us. An d iso onhat tters an staeyie,l hi, did you know slow internet can actually hold your business back . Say goodbye to slow downloads, slow backups, slow everything. Comcast business offers blazing fast and reliable internet thats over 6 times faster than slow internet from the phone company. Say hello to internet speeds up to 250 mbps. And add phone and tv for only 34. 90 more a month. Call today. Comcast business. Built for business. Something very interesting just happened with the stock of clorox, the maker of glad bags, kingsford charcoal, fresh step kitty litter, burts bees, and plain old clorox bleach. Its the kind of steady eddie stock that people have been avoiding since the election have Money Managers have poured their stock into the cyclicals that can really benefit from an accelerating economy. But maybe theres more demand than we thought. The Company Reported pretty good numbers today. The stock screamed higher, ultimately rallying near 5. Why the rally . Because management raised their full year guidance for 2017, and when you looked under the hood, there was a lot to like about this quarter including their stunning 8 volume growth, the highest all the packaged Goods Companies that have reported of late. If youre going to own a consumer packaged goods stock in the trump era, clorox is a pretty good candidate. 83 of its sales come from the United States, so therefore youre not hurt by the strong dollar. Can the stock keep climbing . Lets check in with the ceo. Welcome back to mad money. Thanks for having me back, jim. This was incredibly impressive organic growth. I could go over maybe its the new channels, maybe its the premium price that youre able to get from premium new products, renew life acquisit n acquisition, but im going to go right down to your deck, which i love. Blockbuster and sequels. Differentiated Technology Provides staying power. Talk about this because i dont hear a lot of Consumer Products companies talking about block busters and sequels. One thing that sets us apart right now, jim, is that we have a lot of innovation in an environment that is somewhat innovationstarved, and thats deliberate. With our strategy 20 20, weve made the choice to increase our brand investment, and were investing in innovation, innovation platforms, innovations that are profitable and that are sustainable. Blockbusters means bigtime innovations the first time out, and then were nurturing those innovations with sequels. Good example is fresh step with febreze, which is an innovation thats been very successful over the last year since weve launched it, and now were doubling down on this with sequels. For instance with the new fragrance that we call hawaiian aloha that should further increase the momentum that we have on fresh step, which is now one of our Fastest Growing businesses as far as volume and shares concern. So innovation is working for us. Brand investments are working for us, and we have a lot more to come in the back half of this fiscal year. I was also surprised about the distribution that maybe you lacked before that youre getting now. This club channel, which isnt recorded on a lot of traditional numbers is extraordinary for you guys. Disinfecting wipes, costco made that much of a difference for you . Disinfecting wipes is a Growth Engine and has been for a while. In part because it is the preferred product for consumers as they clean their homes today. And household penetration is only about 50 , so we think that there is another 50 to come. And its true that weve seen a lot of growth in track channels, food, drug mass, but also nontrouble channels like club and ecommerce, and thats because were investing in the business, and thats because we have a lot of innovation on disinfecting wipes as well. And were the market leader. So, again, a nice Growth Engine for us. Very profitable, and were investing behind it. We should talk about this ecommerce channel because youve combined the reach, putting out 45 of your money for media in digital. But the ecommerce enabled innovation. Amazon. Com, a whole slide in your deck. Walmart. Com, amazon. Over and over again. We see it. Youre using facebook. This is working for you, isnt it . Yeah, we look at ecommerce as a potential disruption whether thats with customers like amazon. Com or more traditional brick and mortar customers like walmart, and were investing behind it. And if you think about our location, im talking to you here from san francisco, so close to the bay area. A lot of the capabilities here near our office resides in the bay area. So were establishing a Great Network of capabilities that were putting to work. Ecommerce right now is a little more than 3 of our companys portfolio, but its growing 30 year on year, and were well on track towards making it a 300, perhaps even 500 million business for our company. Thats also profitable and where many of our brands have a right to win. I never thought about that. I thought it was so odd that clorox is an outlier being in san francisco. I said why arent these guys in the east . Its paying off. Youre in the valley. You get it. Yeah, you know, again, we invest behind digital. We think this is a disruptive force, and there will be winners and losers. We think there is a unique opportunity for us to leverage the network of capabilities that were surrounded by in the bay area to help us win. So its a really great place to be also as we think about Consumer Trends in the health and wellness space. Renew life being a good example. A lot of those Consumer Trends starts, whether thats on the east coast or on the west coast. So were surrounded by emerging Consumer Trends and hopefully that will enable us to see those earlier than our competitors and take advantage of them. We should talk about renew life. Ive always felt its a great product, probiotics. But you guys basically are taking this to the mainstream. It was not in a lot of outlets before you bought it. We like this category. Its doubledigit growth. Its profitable and one that fits so well with our capabilities. And we bought the leading brand in the natural channel, and we thought that this is a great opportunity for us to build our distribution in food drug mass where we have so many core capabilities and then turn on our markets and innovation machine. Thats exactly what were doing. So were gaining a lot of distribution now in food drug mass, major retailers like walmart, like rite aid, like albertsons safeway. As a result, our sales, margins and profitability for the fiscal year is really ahead of our valuation. We thought this was going to be a five to seven cents earnings per share hit in this fiscal year. In fact, its doing so well that we projected now to be about flat in terms of earnings. So we feel great about this category. We feel great about the business, and were investing behind it. Again, theres much more good hopefully to come on renew life. I want to congratulate you. The acquisition was brilliant. The way that youve been able to really merchandise some of these and to also premiumization of your product has been extraordinary. Great quarter, sir. Thank you so much for coming on mad money. Thank you, jim. Innovation, using digital, coming up with new products. Its all working for clorox. Thats why that stock was up in an otherwise tepid group for a red hot market. Mad money is back after the break. Nrngs what announcer whats better than mad money . How about more mad money . Follow mad money on facebook, twitter, and instagram to go oneonone with cramer. Lets ponder this one. Do we give amazon a free pass this time . In a total anomaly, amazon crushed the earnings estimates last night. They put up a buck 54. Wall street was only looking for a buck 36. Thats what i call a real beat. Hallelujah. But literally everything else, nearly every other line that this Company Reported from the revenues to Amazon Web Services to International Growth was slightly lower than what the analysts were looking for. And the guidance . Nothing to write home about either. This quarter was totally the opposite of what weve come to expect from this juggernaut of a company. In a vacuum, youd have to say that amazon either didnt execute well, at least as well as we thought it could have. I mean hard analysis given its earnings per share superiority, or the business is slowing and has gotten more competitive, meaning the other guys have figured out what amazon does. Its tough to tell. You see, amazon is so inkrutable, i also find its Conference Calls painful in their opacity, that i hesitate to draw any conclusions about what really happened to the revenues this time. The strong dollar hurt them. They made a huge push into india just as it embarked on a demonetization scheme. Theyre building warehouses like mad. Maybe it took their eye off the ball. But then again, none of that impacted their earnings. Its just that amazon is uniquely not an earnings story. In fact, you know what . We much prefer to see blowout revenues with disappointing earnings because that would be a sign that amazons still overwhelmed with business. Going into the quarter, the market bid up amazon stock furiously, knowing that bricks and Mortar Retail had had a weak holiday season. We figure that the business must have gone to amds, right . Some of it may have. Some of it went to apple because of the 7 as we learned earlier this week. What is the real takeaway of this quarter besides the fact that the stock got crushed . I think several things are going on. One is that we wont have any idea now how well amazons really doing for another three months when they report again, and thats one of the reasons why people said the heck with it. Two is that the chartists will now talk about a double top formation because the stock got to exactly where it was before during the fall and then fell again. That will loom over many closet technicians who run hedge funds. Three is that we only know how to value amazon on sales momentum. When we dont have that, we tend to let the stock go down and down to some level until we hear a new reason to buy. Then we start thinking about amazons inventions, how well theyll do. We get all jazz. Well hear about more rollouts of stores in the future. The dollar hopefully wont stay strong. Well have more brick and mortar shrinkage. Well come around to loving it all over again. Now, its always paid to buy the dips in amazon, and i sense that pattern is still going to hold. The only caveat, this time we dont know the depth of the dip. Given the revenue slowdowns and misses in all categories, i expect the decline actually will be a little bit longer and deeper than usual. But then the devotees will buy, and theyll buy it, and theyll buy it again. I say be patient. But be ready for when the evidence overwhelms that this relatively unimportant quarter well, we know its a big holiday season, but unimportant quarter in the long scheme of things of amazon will result in an acceleration of revenues down the road and give amazon the pass that it so definitely deserves. We arent going to buy it for my Charitable Trust which you can follow along at actionalertsplus. Com, but thats simply because we already own alphabet and facebook. However, i cant blame anyone for wanting to use this selloff for want tock do some buying even as the reasons for the dip as opposed to the usual worries that have been relatively elusive the entire run at least until now. So if youre going to buy, i say wait a few days. I think youll get a better price. Lets go to lizzie in california, lizzie. Caller hi, cramer. Booyah. Booyah. Caller booyah. Thanks for taking my call. Of course. Caller im interested in estee lauder. You know what, i thought this was the quarter that could be the turn. This has been a horrendous stock to own. My friend stephanie was saying, you know what, this is the bottom. Im going to say yes to that. I got to tell you i like ulta more. A lot of people think ulta has gone too high. I disagree. Estee, looks like some of the business has gotten better, but i prefer ulta. Peter in new york, peter. Caller hey, jim, this is peter from new york city. Long time fan. First time caller. Booyah thats the first time, long time. Thats what they call that in the game. Whats up . Caller i wanted to get your thoughts on ralph lauren. The stock got crushed yesterday with what the new ceo being ousted and the go forward plan now in question. Whats your thought on the stock and the future of this company . Peter, i puzzled and i puzzled. Why . Because i like larsen, and i love ralph. My bottom line here is this is too dicey right now. Were going to let this stock settle, and then maybe then ill buy it. Not anything to do with ralph. Apparel is horrendous. We could say the same thing for v. F. Corps. Lets be careful. In other words, let stay away. Amazon devotees will be back again. Its always paid to buy the dips. It just depends how deep and how long this dip is going to last. Be patient, but be ready. Much more mad money ahead. Including my take on one of the best Tech Companies in the market. Guess what . You probably never heard of it, but ill reveal it just ahead. I think youll like it. Then could it be time for a getaw getaway . Im eyeing a new play on travel. Plus a look back at the week that was and a friday edition of the lightning round so stick with cramer. 90 of torar sursun ointel . That meansan te onngary. Seiteralan itoalsciediro noonuns peomputers. And scomputerson i. Suar that meansan te onngary. Seiteralan itoalsciediro susu fo false allash on a fabulous day for the market with the banks once again leading the charge, i think we need to focus on some of the winners that arent getting as much attention as they deserve. Everybody knows that the trump rally has been all about the banks. Trump stock. The oils. Trump stock. The industrials. Trump stock. At the same time theres a widespread perception that technology has been taking a back seat. Not a trump stock. With the exception of some red hot high profile Semiconductor Names like the nvidia that we talk about all the time. But if you knew where to look, there are plenty of strong tech stocks that just arent getting enough respect in this market. Thats why tonight i wanted to introduce you to, i think, the best Technology Company you have never heard of. Its a Company Called autodesk. Its a developer of software for people who make things. Specifically it designs softwares used for architecture, manufacturing, engineering and even the entertainment industry. Theyve the king of computeraided design or cad for short. They help other businesses pln and design everything from highperformance cars to skyscrapers to smartphones to movies. Now, i dont want to make it sound like i just stumbled upon this story. Ive been watching it go up, trying to figure out when to do this piece. I finally gave up and said i got to do it. Its up more than 70 for the past year, rallying nearly 25 in the last three months in part because its levered to so many of these end markets that investors expect will benefit from the trump economic agenda. Think about it. Construction and manufacturing software, its a trump tech stock. Got to get a new button. And autodesk is not some new company either. These guys have been public since 1985 although it kind of didnt do much during the first 18 years. It wasnt until 2004 that this Company Started rocketing higher climbing from 12 at the end of 2003 up to the low 50s by the end of 2007. Then it got slammed during the great recession, tumbling back to below 12 in march of 2009. Since then, its been working its way higher in fits and starts. There have been a couple of stumbles along the way where it seemed to go out of style, but it always comes back. Its now trading at 84. Its become a permanent resident, a denizen even, on the new high list. I think this baby has got a lot more room to run. Autodesk should be a household name, but because consumer oriented Design Software only makes up a small part of its design business, it gets a lot less attention than companies like, say, adobe, i big holding of my Charitable Trust, which you can follow along at actionalertsplus. Com, that has genuine brand visibility. Everyone knows adobe. What makes me so enthusiastic about auto desk, for starters if you want to understand the stocks recent performance, you need to know one thing. It has switched from an old School Licensing model where they charge customers lots of money up front for a software liens so what is bountiful that we love, the subscription model thats become so common thanks to the rise of the cloud. Back in october of 2014, it held an analyst day where management said they were phasing out the sale of perpetual Software Licenses over the following two years as they transitioned to a subscription business model. Adobe did the same thing, where you keep paying for the right to use their platform month after month. This was not an easy transition. For the next year and a half the stock languished because the company was sacrificing a lot of money up front in order to generate even more recurring revenue down the line. But now it seems like theyve gotten the hang of it, which is why this stock has been unstoppable since last summer. The transition still isnt finished. In its 2015 fiscal year, they got 53 of its sales from licen licenses, 47 from subscriptions. The first nine months of 2017 fiscal year, which has actually already ended, subscriptions made up 62 of the business. Theyve crossed over into nirvana. Why do we like this subscription based model so more than just the regular licensing . Consider autodesk most popular product. Auto cad. Before the switch, your company could buy it for 4,195 up front with maintenance fees of 545. With the subscription model, customers now pay 1,400 a year for auto cad with an option to pay an extra 160 per year for advanced support. The math is pretty simple. As long as customers continue to use the platform, they make more money from the subscription model after five years. Every year after that is just gravy. And, yes, this is exactly the kind of software that Companies Keep using year after year after year. Now, auto desk gave us an update on its business when the company held its annual investor day when i should have been talking about it but i thought it would come down, and management told a bullish tale. They believe business can expand. The main driver . Theyre looking to generate 20 subscription growth as they gradually inch up their prices. That means theyre going to have to sign up an estimated 800,000 to 900,000 new subscribers. I know that sounds like a lot but i think the number is achievable, in part because its been rolling out a slew of new cloudbased products which are becoming increasing popular. They also have a ton of legacy customer whos stopped paying the maintenance fee on their old software and targeting these companies as potential new subscribers. But i think the biggest reason they can generate these signups, piracy. Right now management believes there are roughly 12 Million People using pirated copies of auto desks Software Including 4 million who are in developed countries, meaning they can probably afford to pay. Auto desk has 3 million paying customers. Why so much piracy . One, the software is so good. It is really loved. Two, its very expensive. But auto desk now claims they have new ways to identify users of its pirated products so the company can contact them and then threaten them with serious legal consequences if they dont sign up for a legitimate subscription. Talk about a High Pressure sales tactic. Obviously most of these people will never pay up, right . I mean theyre pirates. But if auto desk can convert even a quarter of these pirates into paying customers, that would double its subscriber base, and that would be huge. One more thing. Auto desk recently repatriated roughly 1. 7 billion from overseas without paying a huge penalty thanks so some deferred tax assets. A lot of Analysts Expect is going to be used for buybacks because this is only a 19 billion company. In this world, 19 billion. Even though auto desk has been around forever, its not profitable at the moment because theyre spending in order to expand, and theyre still in the middle of switching to the new business model. But i think this is exactly the kind of tech stock that is worth owning in this environment because when they cross over and it is profitable, thats when a lot of people are going to discover this a second time. Heres the bottom line. Auto desk is hands down the leader in the computer aided design space, and thanks to its new business model, i think its got a lot more room to go higher although given how high its already rallied, you should probably wait for a pullback before pulling the trigger or for the more aggressive of you out there, i want you to buy some now. Thats why i did it on friday. Study over the weekend and then wait for the next president ial tweet to send all stocks lower so you can buy, buy, buy. The lightning round is next. Stay with cramer. Announcer lightning round is sponsored by td ameritrade. It is time it is time for the lightning round on cramers mad money. Thats where i take your calls rapid fire. You tell me the name of the stock. I tell you to buy, buy, buy or sell, sell, sell. Well play this sound [ buzzer ] and then the lightning round is over. Are you ready, skeedaddy . Its time for the lightning round on cramers mad money. Lets start with devin in missouri, devin. Devin . Do i have devin . Big mo . Devin . Caller uhhuh. Youre up, devin. Caller oh, hey, jim, is now the time to buy ceo zoe oil and gas mps. Ive been liking it for a long time. It is really well run and i dont think youre going to get hurt if you believe i do that oil is going to 60. Pull the trigger. John in connecticut, john. Caller booyah, jim. John from bethel, connecticut. I need to add an industrial to the mix, and im wondering what you think about emerson. I would wait to see what emerson reports this week frankly because i know that the orders for the last month were better. If you want an industrial right now for the picking, we go itw, illinois tool works. Lets go to joshua in florida, joshua. Caller hey, jim. Booyah. Booyah. Caller ive got to ask you about methyl electronics. Red hot stock. Thats another one that were profiling. Were start fog get into these second tier semi and equipment kind of stocks that are just a part of internet of things. Youve got a good one. I would stick with it. Lets go to riad in new jersey, riad. Caller hey, mr. Jim. Thank you for taking my call. My pleasure. Caller big fan of your show, man. Thank you. Caller id like to ask your position in the new gold. The stock had dropped 45 . Look, if youre going to do that, do the gold, you got to either go with randgold. Thats mark bristows company. Or you go with the gld. Were not going to fool around at the second, third, fourth, and fifth and Tertiary Gold companies because thats how you get hurt. Lets go to doug in texas, doug. Caller dr. Cramer, a big long horn texas booyah to you. Hook em, partner. Whats up . Caller you made me a fortune on my portfolio, jim. I just want to say thank you. Thank you for taking care of the little man. And give me the take on my ktos stock. Im excited about it. I think you should be because ktos you clearly have horse sense, and thank you so much for the kind words. Its an under the radar defense stock. Ive been saying General Dynamics but youve got a winner there, my friend. Lets go to bimal in georgia. Caller booyah, cramer. I hear youre rooting for the pats. I have to take the opposite position and choose the falcons. My question for you tonight is what about chris natural resources. I like the falcons and the pats over cliffs natural. Its had too big a run. I think its time to ring the register. Lets take some profits here. Dont get hurt. And that, ladies and gentlemen, is the conclusion of the lightning round [ buzzer ] announcer the lightning round is sponsored by td ameritrade. Even if its a real gonzo time out there, a total hunter s. Thompson. Kids, you might want to google that one if you dont get the reference. Its way too apt for me not to use it. Caller jim, your great staff makes it a pleasure to call in. Its like theyre selling insurance theyre so strong. Theyre just working for me. Theyve got to make it so theres not some mosh pit when i pick up my cappuccino. Caller booyah from ali and son. Booyah love it. How can i help . Ive been following you for about 20 years, it seems like. Wow, geez, im that old. Caller hi, jim. Hey, jim, that is aidan. Im 10 years old and my dad is teaching about investing. Im wondering what you think about ea. Le with, first of all, you got horse sense being involved. Ea is good. Did you see the whole piece about you in the times today . No, i dont believe there was anything about me. Did you read it . About pena. Oh, pena . Times made a correction. They have a picture of you instead of pena. He jud hankur tfolkgh ir ons wedor ever g weouedatin woplelen rawelldoy, nt thccomplhm waot fredinary. Tmyd. Im ilthsa o gar. Ohmucho grac get on tionading thkom, onmd woplelen rawelldoy, this show isnt about me. Its about helping to make you a better investor, and that means answering your questions. Sometimes, though, i get a call about a stock that i really dont know very well and i cant give a considered opinion on it. Since im a big believer in the concept of homework, i always come back to you and tell you what i think after ive opened the file. With that in mind, on january 18th i got a call from rupert in new mexico about acadia. I cant looked at it in a long time, and i said i had to get back to him, gemt the latest stuff. Acadia operates a network of 568 Behavioral Health care facilities across 39 states, puerto rico, and the uk. Behavioral, what does that mean . Think psychiatric facilities, residential treatment centers, group homes, all sorts of services for people trying to beat addiction. This is a much bigger business than you might imagine. 19 of American Adults suffer from a diagnosable mental disorder. 4 suffer from a serious mental illness. Altogether, the market for acute Behavioral Health care in america is 16 billion. Reimbursement, straightforward, and therefore not a lot of competition because the regulatory requirements for opening one of these facilities are pretty extensive and this is not the kind of regulatory red tape that i expect President Trump to take a chainsaw too. This is not dodd frank. Speaking of the new president , acadia is definitely not a trump stock. This is exactly the kind of company that will get hurt if the republicans are successful at repealing obamacare, which we keep hearing. Gary cohn said it again today. First thing theyre going to go after. Why . Some of it is because fewer people with insurance means that acadia will have fewer customers. More importantly, acadia has been a big beneficiary from whats called the Mental Health parody rule which is a provision that requires Insurance Companies to cover Mental Illnesses the same way they cover physical ones. If Congress Gets rid of that, this is going to really hurt a acad acadias numbers. While the stock has come down in recent months, i think its still way too risky because of this problem. Acadia health care is exactly the kind of thing you dont want to own in this new environment with this new president. Next up on january 26th, bob in ohio asked me about ilg. I said i got to do some homework. Its one of the companies created by the breakup of iac interactive. Whats it do . Ilg is a time share play. Its mostly Vacation Rentals and exchanges with some vacation ownership business. They own the exclusive global license to the hyatt. Viewers now im a big fan of this industry. But what about ilg specifically . Theyve been posting some pretty impressive revenue growth, but the earnings, im calling them spotty. Over the past year, this stock has managed to rally more than 60 , but even up here its still fairly cheap, selling for 14 times earnings. I like this. I like this stock. Still, you know, the time share space is hot. What i would suggest you do is swap out of ilg and pay a little more to swap into the best of breed. You know its the one that we talked about. Marriott vacation worldwide. I think thats a superior operator, and its cheaper. Finally on wednesday, don in oklahoma wanted to know what i thought he should do with Nxp Semiconductors now that the chip maker is being acquired by qualcomm. I did something unusual here. I told him to keep nxp, hold on to it despite the fact that in the vast majority of takeover situations, i tell you to sell, sell, sell. Immediately. We had a big win for club members of actionalertsplus. Com in nxp, and i told people in the club, i think you should hold on, which my trust is doing. However, with a normal takeover, i want you to do the opposite. That is the outlier, nxp. For example, look at jen worth financial. When we learned that china ocean wide was planning to buy it in october, genworth stock telly fell more than 8 with some investors worrying it might not be worth the 5. 43 per share. If you tried to play the arbitrage game and bought it after the takeover announcement, lets say you got clobbered. Thats why i almost always tell you you got to sell, sell, sell in these situations. The upside is capped by the deal price. The downsize can be e normous if anything goes wrong. But nxp semi. Its an anomaly. You know why i believe this company is worth maybe much more than the Purchase Price that qualcomm agreed to pay for it. And even if it only gets the 110 per share, thats still up ten bucks. Even if this deal blows up, i like the fundamentals so much, that i just tell you to buy more. Buy, buy, buy. On weakness. Homework complete. Stick with cramer. N m with t hof at, redul ci can sreri formatt erchcafromirtual ywhe. Meieyou necoouakes. Toask 2 clke ee n. At bp,emr ne to omet caustybesasfie you can stay long with banks and i still believe in the three rate hike thesis. I like to say theres always a bull market somewhere. I promise to try to find it just for you right here on mad money. Im jim cramer, and i will see you monday male announcer the economy is going through tough times. 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 into their own company. How you doing, dan . Im hank. Announcer this week, the president and c. O. O. Of north americas largest plumbing and draincleaning company poses as a new recruit. The boss will trade in his tailored suits and pristine home for a blowtorch and raw sewage. Lord, have mercy. Thats lovely. I have nothin to hide