Actually exist underneath the endless struggles in washington, dow dipping 42 points, s p advancing. 11 and the nasdaq advancing 3. 8 . The market shows that it loves tech in all of its forms and neither angry tweets by the president or angry speech in the house can all the stocks link with trumps real agenda. Tech is ascended because its got the organic growth that Institutional Investors love, but fabulous visibility that you the home gamer thrive on. I know we have been chatting all day about how blackrock has been slashing costs by firing the managerings and let tech pick approximate stocks, so why not booting the underperforming Portfolio Managers and slashing fees. Regular viewers know im a huge believer in indexed funds. Okay . I think you should stick the first 10,000 of your portfolio in a low cost indexed fund. I get a lot of heat on twitter, saying will you please listen to me on this . And you should stay in indexed swaps over into indexed bonds for more surety. But my point is that some stocks are so obvious, so in your face that the only way you would miss out on their gains is if some professional tells you that youre too dumb to pick stocks, any stocks, as so many professionals do. I know pros who dont even want you to consider owning individual stocks because they insist that you would be taking your Financial Life in your hands. They make it sounds like picking stocks is way above your pay grade, certainly your intellect. These are people who would in another life try to bar you from going to home depot because they claim you will burn your house down with a hammer and nails and a toilet chain. I, on the other hand, think youre not an idiot, after all, youre watching the show. I believe the reason why so many professionals cant beat the market is because they run too much money, theyre victims in their own success. Managers tend to stray away from their core a few stocks arent enough to move the needle. So i that have to diversify into huge portfolios which might as well be indexed funds, but they charge you much higher fees, thank you Warren Buffett for laying all this out in your last letter. So thanks to blackrock for trying to fix these deficienci s deficiencies. You dont run so much money that individual stock cant make a difference. You see and hear things that you could investigate in your spare time, in order to find what i call your mad money portfolio, the one that stands in addition to not in place of your indexed port yofolio portfolio, and your ability to spot high quality tech stocks as a do it yourself investor. Before i go on, i point out that not everyone has the time or the inclination to do the necessary homework to even own individual stocks, lots of people have different talents, i love to own stocks, when it comes to do it yourself, its not my thing. My wife is a whiz as everything but pretty much electric. I cant do it myself, she would rather do it herself, investing in stocks is just like taking advantage of those who have a specific skill set. So where is the savvy in stock . Apple is about as in your face as it gets. This rally from 93 when ceo tim cook came here to plug his stock. Do you simply listen to this man. Or maybe you listened to the various analysts that advised you to get in or out of a stock. Er i believe you could catch it if you werent brainwashed against single stock mix, tim cook stressed that the best product manages its own fortune. Inshort, you could have been in on the alltime high today, with very little effort, as long as no one scared you away from it and you listened to mr. Cook. Then the next alltime high that i think is right in your face, plain as this face is in your face, hope i have a lot of makeup. How is that elf doing . The next one, amazon, now we have endlessly chronicled how the malls are being killed by amazon. We should have the amazon run through here every day. Youre most likely seeing the greatness of amazon yourself, or at least you see it in your neighbors boxes of trash if you dont see it. You know how easy it is . Only if you bought into the commentary that it was time to sell because of the last quarter disappointment or maybe two quarters ago or four quarters ago. People that dont really matter to you telling you to get out. Are they smarter than you . What about facebook, i know people who have hated this stock since it was in the 20s. Let me tell you what happens i want you to get a real sense of what goes on. I have had people tell me, im selling facebook, i go, why . Everybodys going to instagram. These are people who should uniquely shouldnt be buying stock because instagram is owned by facebook. And i think its just as likely as snapchat. Various people live on facebook, like amazon and apple. I am calling all three of these gettable. Okay three winners that the brainwashers would have told you were down right toxic to you and you shouldnt even think about it because youll just end up hurting yourself. What about the ones that arent so visible . I think apple, gettable for home becamers, only if you do a lot of home work. Next best, the companies that these Tech Companies use to manufacture semiconductors, wht else has been red hat . I continue expect you to get these unaided, which is why i pound the table to get you familiar with them. I understand the controversy. For example, the press is freaking out over google losing advertisers because of some of the heinous things that theyre up against on youtube, im calling this fake news, but the google guys will fix this, i have been all over them about this, theyre going to firx thi. I think youre going to end up feeling great remorse if you sell alphabet on this story, maybe you thought that management wasnt really forthcoming when it had a bad quarter, again, if you use it and you follow it and youre on netflix and you know how good it is, the goal isnt to take a longer term view so you dont get shaken up by the downgrades of people who dont know orange is the new black they dont tune in on net flex, they just downgrade it. These wins are out there, theyre worthy companions to an index fund that you can own with your discretionary mad money, the only thing you need to fear about owning stocks is fear itself, the fear that professionals drum into your head that youre way too dumb to put two and two together and pick stocks that are behind those formulas, the boxes at your door, those applications you check endlessly, or the shows you watch, even if you cut your cord. Jack in connecticut. Cramer, hows the hardest working man in america . Listen, im a big fan, im an alerts member. Thank you for joining the club. Im a dentist, i loved your little thing last week, that was awesome, i love shine. The question is i bought ma gener magellion, should i continue to add to it . Or should i add ambrose . I go over to scott berman all the time for travel trust. Magellan is going to be good, they are low balling, i think they could be better. I think you speak with mmp, Magellan Midstream partner. We go to janet in california. Hi, jim, i got a quick and easy question for you. Okay. Everybody knows that were going to go into inflation. So how do you feel about investing or diversifying in actual physical metals like gold or silver . I absolutely love the idea, i think if your put up the 10 of your money in actual physical gold its great. I dont want you to put that gold in your house, make sure its not in your house, get a safety deposit box. Im fired up, okay . The only thing to fear is the fear of brainwashing itself. This market is full of wins for you, the home gamer, look at tech. When it comes to splits, sometimes things can get messy, tonight im explaining why any old relationship isnt always in revealing what your next move should be there. It wasnt all fun and games when dave and busters reported yesterday. No way, no how. It was a free fall. Its time to player, and what does one of the largest payroll operators think about this Business Environment . Im going oneonone with paychex to find out. Have a question, tweet cramer, madtweets. Send jim an email to madmoney cbs. Com. Or give us a call at 1800743cnbc. Have a question . Head to madmoney. Cbs. Com. Various shouting heigh its off to work we go woman on the gulf coast, new exxonmobil projects are expected to create over 45,000 jobs. And each job created by the Energy Industry supports two others in the community. Altogether, the industry supports over 9 million jobs nationwide. These are jobs that natural gas is helping make happen, all while reducing americas emissions. Energy lives here. Normally we love a great breakup story here on mad money. There are tons of companies out there with various different businesses that dont really belong under one roof. If you look back at recent history, splitting them up has almost always been a pretty terrific way to create value for shareholders. Unfortunately, not every breakup is a slam dunk. Sometimes these corporate divorces can get messy and instead of creating value, they destroy value, a split that screws up the kids so to speak. Consider the case of r. R. Donnelly. Simple r. R. D. Before breaking up, r. R. Donnelly was the largest commercial printer in the world. It was the most trusted preparer of Financial Statements and it had a growing business. To me this seemed like a perfect candidate to break up. So i was totally on board when management decided to do just that, especially when rrd was exhibiting a dividend yield. Rr Donnelly Financial solutions, dfin took all the divisions that served Financial Institutions and that left the capital needs. That left rr donnelly to focus on being a multichannels Communications Management company. We dug into this story to see if it was worth pounding the table on any of these stocks, but there was just very little clarity. And i said you know what . Its too soon to tell right here. Im kind of glad we did that, because all three stocks have just been crushed, plummeted. Yep, every single component of the old rr donnelly has been slammed. Lsc communications down 16 since the start of trading on us own. Rr donnelly itself . How about this, stocks got cut in half. So what exactly went wrong here . I thought breaking up seemed like a good idea for this company, instead it turned out to be disastrous, i know many of you feeling main here. Lets go through these divisions one by one and see what happens. First theres lsc seemed to be a red hot stock, and its failure seemed almost impossible. But i figured that at least if you got away from rr donnelly, spun it off, it would allow the company to thrive, and maybe acquire competitors like aquad graphics. Thats not what happened on its own. Standing alone, those divisions dont give you a lot to like. The numbers came in slightly higher than expected, the companys revenue shrank by 11 . Nevertheless, investors liked what they called a financial call. Making Strategic Acquisitions going forward, that was good. Stock actually popped to 6 the following day. However, earlier this month, llc communications firled for a 6. 2 million share secondary offering to allow the stub of rr donnelly to remain second to its position it held at spinoff. When the secondary price nearly a week later, it came in at 2. That. But its worth noting that between the announcement of the secondary and the pricing, rr donnelly, the one pricing the shares lost 52 of its value. The difference is that the companies had months to figure out what it looked like, what it was going to do and frankly i find it pretty unfocused, its like theres no sense of urgency there. How about Donnelly Financial . Dfin. When Donnelly Financial reported at the end of the quarter, it was not really hot. But the results fell short of what the few Analysts Covering this were looking for, and the companys revenue shrank by 534 . We saw a big decline in the number of ipos, down 40 versus 2015. Since the election, theres been an uptick in deal activity and thats helped Donnelly Financial stock. They laid out their Growth Strategy talking about making enhancements in their technologybased business and kbrefl kbrefl cutting costs. So in response the stock tanked 11 in the same day. Former parent rr donnelly could sell the remaining 6. 2 million shares in the company. The deal hasnt priced yet. But if its anything like llc communications, its like to put pressure on rr donnelly stock, thanks for something. The breakup was supposed to unlock value here, but instead, rr donnelly stock has been a total dog. Rr donnelly reported at the end of february reporting a big top line beat and a big bottom line beat. Rr donnelly talked about how theyre helping the connection and engagement of companies, but the Company Reported flat sales for 2016. Not exactly confidence inducing since they were supposed to have gotten rid of the lagging businesses. The winters been a horror show. So what exactly did the original prebreakup rr donnelly do to screw things snuch but the stocks of rr donnelly and its two spinoffs have been acting terribly. I never imagined these companies would be so clueless about laying out their plans and strategies once they have separated. First of all breakups are about creating new entities that can be laser focused on their own business. But these companies have given us very little about what to expect. They havent painted a very good picture of what theyll actually look like going forward, instead of creating clarity, they have created confusion and uncertainty. Two things the stock market loathes, and the fact that rr donnelly wants to dump all of their holdings in llc communications and Donnelly Financial, suggests that they dont have a lot of confidence in these businesses either, and they would know them more than we would. Heres the bottom line on this sour story, its now been five months since rr donnellys break up. A lot of you have called in about these. And i have got to tell you, these companies are still in the dark about what theyre going to work themselves into. They actually scare invests away if they make the story harder to understand. Which is why people have been fleeing from the donnelly companies. Unfortunately, i think the stocks will still have a very hard time finding bottom. Sobering lesson. Much more mad money ahead, including my take on dave and busters latest stock got hammered. Then ive got one of the largest payroll players in the land, stock dropped avenue earnings today, just like dave and busters. But could the decline represent an opportunity to buy . Dont miss my exclusive with the head hancho of ahf. And what could deregulation do for our Tech Companies . Ill tell you in a minute. Stick with cramer. Cmon in, pop pop happy birthday i survived a heart attack. Im doing all i can to keep from having another one. And im taking brilinta. For people whove been hospitalized for a heart attack. I take brilinta with a baby aspirin. No more than one hundred milligrams as it affects how well it works. Brilinta helps keep my platelets from sticking together and forming a clot. Brilinta reduced the chance of another heart attack. Or dying from one. It worked better than plavix. Dont stop taking brilinta without talking to your doctor since stopping it too soon increases your risk of clots in your stent, heart attack, stroke, and even death. Brilinta may cause bruising or bleeding more easily, or serious, sometimes fatal bleeding. Dont take brilinta if you have bleeding, like stomach ulcers, a history of bleeding in the brain, or severe liver problems. Tell your doctor about bleeding, new or unexpected shortness of breath, any planned surgery, and all medicines you take. Talk to your doctor about brilinta. Im doing all i can. That includes brilinta. If you cant afford your medication, astra zeneca may be able to help. Your insurance on time. Tap one little bumper, and up go your rates. What good is having insurance if you get punished for using it . News flash nobodys perfect. For drivers with accident forgiveness, Liberty Mutual wont raise your rates due to your first accident. And if you do have an accident, our claims centers are available to assist you 24 7. Call for a free quote today. Liberty stands with you™ Liberty Mutual insurance what do you get when you mirks fomix feud, sports and a giant arcade. This company spells it bary. Will con surmers turn casual dining into a main event and make dave and busters a winner . Like i told you over and over again, the rise of the stay another home economy, where you have so many ways to entertain yourself without ever leaving the comfort of your couch has really raised the bar in terms of what it takes to get ordinary consumers out of the front door. Gone are the days when people were just eager to go out for a nice dinner. If you want to lure people away from their netflix and their facebook and their video games, you need to offer either a really compelling bargain or a really immersive experience. And that has led to a whole line of companies that like an experiential experience. Or cruise lines like carnival. But not every experience needs to be a vacation. Youre getting a rare opportunity to invest in an older way of the play economy. The chain thats one part restaurant, one part sports bar and one part Amusement Park for the kids. Dave busters has been riding high since december of 2016. I remember when they went private and went public again. Kind of flailing. Its not often that dave buster its gives you an opportunity to buy stock on its weakness. Stock just fell two bugs, in the wake of last nights quarter and some of the investors and i would say all of the media considered the quarter disappointing, i thought it was a pretty good quarter. Therefore this pull back is giving you a good opportunity, a rare discount in a high quality stock. Let me tell you why i like dave busters. Dave busters give the opportunity for customers to eat, drink play and watch, basically everything you can do at home. Once you show up to eat or watch sports or play games, they can apply you with alcohol, which is, hey, listen, thats how you maker the real money in this business. I like the dave busters concept, i like it so much i have been recommending the stock since a month after it became publ public. And we had steve king on the show because he tells such a compelling story. And the stock dave busters h incredible winner for us. Thats because these guys understood the rise in the experiential economy, for years dave busters has been trying to shift its focus away from entertainment, it got 50 of its sales from food and drink with the other 44 from entertainment. As of last year, the percentages have flipped. Think about it, theres only so much a traditional restaurant can do to bolster same store sales, they remodel the stores, bring in more traffic, but in the end i here just trying to sell more stuff to more people. No, dave and busters is entire different. Its a whole additional lever to push on. They can increase same store sales by getting customers to play their games. It gives the company a distinct advantage versus the competition. Turns out getting people to a pay for arcade style games is much more 13. 8 in twirks up to 26. 7 last year, thats phenomenal. This makes sense. Bying a new game is see fixed cost, every time people pair to play it afterwards, its gravy. My daughter and i once spent 25 bucks, you know that claw that drops into a mosh pit of toys. And you got to have a cheeseburger on top of that. All these attractions allows dave and busters to take market share from its competitors because its more exciting. Generally speaking, americas got too many stores and too many restaurants, most merchants will need to shut down their worst locations, which is what many of them are already doing. But dave busters has a pretty small footprint, they only have 95 locations. This baby could more than double in scale, we love that. I believe managements forecast, because when dave busters opens up a new store, it tends to have year on year growth of 50 . The investors get paid back in less than two years. And dave busters is uniquely poised to benefit from the Closing Retail store locations, this Company Needs a really big building with ample parking and access to public transportation. That means many of the stores being closed by a sears or A Jcpenney Dave and busters what about yesterdays Earnings Report that sent everybody scur scurrying, the quarter dave busters delivered buzz down right fantastic. Giving nearly a 90 earnings growth, slightly higher than expected revenue, up 15 15 year over year. Dave busters had a 3. 2 same store sales growth, wall street was looking for 3. 7, thats what did it. 3. 2 , versus 3. 7 , thats what spooked investors who were used to dave busters putting up profit quarter after quarter. Granted, you might have thought that managements guidance was a fou touch light too. But dave busters has been underpromise, overdeliver, upod. Lets not forget that the stock is pretty much back to where it was. Very cheap when you consider the companys terrific doubledigit revenue growth. This is no novelist steven king style horror store, likes kujo or the shining, this is ceo steve king delivering a fabulous set of numbers that arent scary at all. Bottom line, dave and busters entertainment is a way to play experiences and this experiential theme is very much in today. I believe you should take advantage of this selloff and buy, because i believe this stock has more room to run longterm. Eric in new york, eric . I bought into dell taco restaurants and about two weeks ago they reported some less than expected earnings, what are you thinking about del taco these days . I i have to tell you, i didnt think the quarter was that bad. I think youre being too negative. I thought the stocks may be a little expensive, but im fine with dil taco. That was one of the better quarterings reported in the restaurant group. Lets go to adam in new jersey. Adam . Hey, jim, how are you . I got a good one for you. Whos there . Boo . Boo who . Booyah. Cramer, i have been following your sage and wisdom for many years and you have helped me make some shug money, and so i have a question for you. With our president s prior love and experience of the Casino Industry and vague mccaw and japan steaming, and more and more lotteries coming to offset federal budget cuts. How would you feel instead of buying individual casino stocks, what about a growing dividend stock that makes the software in the machines for all the casein fl knows and lotteries, and simple game and technology, or igd. I have not looked at this igt, versus the old igt when it got the takeover bid. I have to take over, i do like winn, i do like mgm, i have been looking at variation sands, because of that igt, thats a reconstituted play versus the one i was recommending to hard before it got the takeover bid. All right, im game to play, dave busters is the only way to play experiences, i think the stock has got more room to run. And im exclusive with paychex, where does this company stand now . Im talking to the ceo fresh off of earnings. And with news that trump has relaxed the epa, which industry comes out the winner . You dont know, i do. And all your calls in rapid fire in tonights edition of the lightning round. Stick with cramer. What are we supposed to make of paychex, payx, a company thats focused on mostly small and medium sized businesses. Paychex is in the time between the company gets paid biary clients and you deposit your check, they get interest on that, its a float. You would expect paychex its stock lost 1. 52 or 2. 52 , while paychex revenue came in a little bit light. The companys bread and butter was a little bit warm. Among other things they heche clients deal with federal regulations to deregulation might actually hurt this company, even though its push for jobs might be positive. Lets check in with marty m o moocey, welcome back to mad money. I was concerned on this Conference Call because there were three different times that your company mentioned head winds your cfo talked about many times about, look, were having a difficult transition, and you had a blip up in business the the aca, the Affordable Care act. Your stock has been one of the best performers, i dont want anyone to freak out about this shortterm issue. I think youre right. I think sales were flattish from last area, in the mid market, our small Market Growth was still good, it was still strong. The mid market was a little bit slower and its because last year we really did see a ramp up of not only aca product sales, but payroll as well, we thought it was a little bit sluggish in the quarter compared to last year, but i think were still going strong and were feeling good about it. To me what is the lever that i want at this stage in the economy is job growth, is Small Business formation and it seemed like from the context of the Conference Call that we should actually be quite bullish about that. Well, we should, jim, you know in the last three months the Small Business index on paychex has showed flat job growth but now were back to flat growth for Small Businesses. Its coming back, but its not been huge yet. The optimism is turning into jobs, but i think its got a ways to go, but were going to benefit from that when that happens. When will the comparisons get easier as opposed to the bump we saw earlier this year. Certainly the last quarter of this year, because that kind of leveled out. And theres been confusion for Small Businesses, they dont know, now, Affordable Care act was in, then it was going to be out, now its back in, you have overtime rules that were going to go into effect but are not going into effect. I think mid size businesses are taking a pause right now. It is absolutely true that deregulation is going to help small and medium sized business, every business person knows that, but at the same time, more regulations make it so that i got to turn to paychex, i mean, if i could figure out the regulations, i probably would want to figure it out myself, will it be complex enough that your still want to use paychex, but you still want to start a business. Years what were seeing already, state regulations are going up, theyre looking for revenue, theyre looking to push their own overtime rules, their own minimum wage rules, its getting even more confusing u for small to mid sized businesses, because if youre a multistate employer, which many of them are, its going to be harder than when the fed had regulations. And we want to talk about rate hikes are the equivalent of free money for you, is this next quarter going to do similar to your earnings . Every. 25 basis points is pushing 3. 5 million to 4 million to us. We we were up 11 this quarter, with two more rate hikes if thats going to continue this year, well see a great benefit for that, not to mention tax return. If you have leake looked at charts for the last decade, you will see that this stock needs to be bought. Good yield, steady growth, obviously people take profits, some interesting kind of commentary about the aca that was confusing, but i these we straightened it out. Mad money is back after the break. At crowne plaza we know Business Travel isnt just business. Theres this. a bit of this. Why not . Your hotel should make it easy to do all the things you do. Which is what we do. Crowne plaza. Were all business, mostly. It is time for the lightning round. [ buzzer ] and then the lightning round is over. We start with ray. My stock is halliburton, oversell. I think slumber jay is even better. Hello, jim, booyah. Booyah, im invested in noble, what do you think . Noble is good, its a very well run, very conservative company, should do well in this environment. Starting to turn up right here. Lets go to nathan in new jersey. They than . Yeah, jim, what are your thoughts on himax technology. I say its fine, im not going to jump up and down, i actually think cypress is better right here. See why, yeah, cypress semi, theyre going to be in the apple iphone it looks like. How about john in maine . John . Booyah, cramer, coors. The spinoff, it did it without me. This thing is on fire. I got to tell you, kenmore may not be done, going higher, theres so many people shorting the darn thing. Lets go to brady in new hampshire. Hey, jim, what do you think of zoetis . Holy cow. Lets go to k. J. In texas. My stock is gold group limited. Jljl. I dont like it, i have to say dont buy. Were going to mike in michigan. Booyah. I have been a long time holder of arrelcoa. I think alcoa is a commodity trade, im a buyer at 42, it didnt go down to the mid 30s. Im going to harry in michigan. Booyah, mr. Cramer. Celg wooir celgi, buy, sell or hold . And that does it for the lightning round. Form wherever. You know that thinkorswim seamlessly syncs across all your devices, right . Oh, so my custom studies will go with me . Anywhere you want to go the markets hot sync your platform on any device with thinkorswim. Only at Td Ameritrade i have said over and over again that president trumps push for deregulation will likely be a big positive for both the stock market and the business community. But i think we need to look carefully at what these moves really do before we draw any conclusions. President trumps executive orders yesterday that rolled back many of obamas climate regulations. What is the effect of rolling bag these regulations . Trump can talk about coal and whatnot. The utilities have multiyear plans set for how many new plants theyre going to build and what kind of plants theyll build. This news is not going to make them rip up those plans, especially wind, solar and natural gas. I know theres states with out of work coal miner who is would love to see Energy Companies built new coal plants. Politics is fickle. If they Start Building coal plants now and trump doesnt get his regulation regulations. Building new coal plants just isnt worth it. Particularly since were the Worlds Largest producer of natural gas, and natural gas is so likely to stay low for years to come, since we keep finding the stuff and have little plieses to put it. And thats after liquefied natural gas plants, are being phased out as they were meant to have 40 year lives, back in the time of jimmy carter and he was these businesses dont want to spend anymore money fixing up their coal plants. And natural gas just surpassed coal for power this year. That number is going to diminish every year and will continue to do so. I dont think coal can be saved. The best is its demise could be slowed. But for oil and gas companies, like it or not, the possible loosening of methane rules. The majority of on how the regulators are trying to make them stop producing methane as a byproduct of flaring. These companies fear that the epa are going to issue some rules limiting the amount of methane that can be produced and theyre certainly tough on them already and that could cut down on the amount of drilling they could do. Under the trump administration, thats likely not going to happen. And thats a boon to all the domestic drillers, thats why you saw so many of them up yesterday and again today. If oil and Gas Producers no longer need to fear the epa coming in and jumping all over them for flaring, they could probably expand their drilling programs without government int int intervenation, thats a bigger deal. This show is about making you a better investor, not staving off environmental catastrophe. I cant save the yiice caps, although i would like to, i can just help you manage your portfolio. So clean energies are better than the coal companies. He can make it easier for oil and Gas Producers to drill more aggressively. And if it bothers you, you can always donate your profits to the sierra club. Stick with cramer. All right, once again the world is giving up lulu lemon, well have the full story tomorrow when we have the ceo on. Dont trust people who say dont trust your eyes, dont trust your ears, you dont know anything, because a stock like an apple or an amazon, they could have been yours. Im jim cramer, see you tomorrow welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. If they hear a great idea, theyll invest their own money or fight each other for a deal. This is shark tank. Cheek, and i live in new york city, and im the founder and c. E. O. Of cheekd. Im from a very small town in kentucky. And ive always been a very creative person, and then when it came time to make a decision about what i wanted to be, i decided architecture kind of made sense, until i came up with a passion that was way bigger. Ive seen the cutest guys here. Im an architect no longer building structures