Againby the Syrian Government on his own people. And then we find out that the u. S. Economy created roughly half the jobs that people expected in the month of march, signaling a dramatic slowdown in our u. S. Economy. Normally this trifecta of uncertainty, of whoa, would cause a decline. Despite the selloff last night. The stock market hung in like a champ today, with the dow dipping just 11 points. And the nasdaq edging down. 02 . Infit tes mall. How can this be . First of all, as much as the market doesnt like uncertainty, it craves decisiveness. The world with the exception of russia and i ran, despites the use of chemical weapons. Just elevated trump in the eyes of multiple foreign leaders. Plus this attack on syria was a major break with the isolationist agenda he campaigned on, just a total 180. Which suggested this president s willing to change his mind on issue where is hes out of sync with the washington establishment. Even if you hate establishment politics, you should recognize that wall street is about as establishment as it gets. So anything that brings trump and the gop main stream together is good news. And in part because the layoffs from retail are no longer being attributed to a weaker consumer. No. Now we just accept that these jobs are casualties of amazon. Remember, we measure the markets judgment on employment, by looking at treasury bonds. You would think Interest Rates would plunge if employment is weak, but they went higher, remember, the stock market counter intuitively loves higher rates. Third it loves higher oil too. And the ratcheting of oil in the middle east always produce higher rates and higher oil prices, but these are signs that the economy is still strong, even if last months hiring seems disappointing. Its a rosy scenario, but will it stay in place next week . Lets start our game plan, not in the way of corporate news, there isnt much in the way of corporate earnings to start the week. First the bulls need to see oil break out decisive at the top of this 47 range and trade up to 5 53, 54. They need to see the rates go to 2. 3 to the. 5. And we want to see a takeover or two. Its tamped down the markets animal spirits. Biotech, consumer packaged goods and the oils, new category. I believe there are several European Drug companies desperate to expand their pipelines and i expect them to start making deals in the near future. We know kraft hines is ready to pull a trigger on the deal, and a pulloff in buying major oil, it was extraordinary. I always say where there is options smoke, there is takeover fire. We get some International Numbers tuesday that could confirm, lets just say they concern me. Namely the chinese and the british Consumer Price indexes. It wouldnt surprise me to hear more talk about stimulus out of the chinese government, at the same time with a nod toward u. S. Business participation, that would be a sign that trumps meeting with the chinese president this week went very well. I think inflation is really raging in britain right now, post brexit. I bet theres going to be pressure on the British Central Bank to raise rates. Could be a stronger pound coming. What else . We need to see some proof that april started off better than march finished. The first things read for april comes with mondays Mortgage Application numbers. Are these newer lows that we have seen in rates, have they spurred any buying . Is this springs selling season so important for housing, starting strongly . I think this number actually, strangely is going to be the most important number, about whats going on right now in the economy. Before the market opens monday, we get the First Airline reports. I worry about a slowdown related to foreign tourism in the United States because of negative publicity. But i do believe the expectations have gotten low enough that the down side can be controlled. Either way, i want your to keep in mind that Warren Buffett owns 8 of this airline stock, and i generally like buying a buffet stock if i can get it on weakness. I think it prompts some upgrades when mosaic, the Fertilizer Company talks about its business. Lately anything in the agriculture has been flying. Look at that fmc running, thats crop protection. The only segment that hasnt taken off, is fertilizers. I think mosaic tells an interesting story. To be fair to this count, its had a lot of bad thing happen to it of late. I think they can tell a good story. I would like to actually own the stock ahead of that meeting. Finally the most important market event comes on thursday, when we hear from the big banks in what will be a frantic warning. We got to pay close attention to whats new on what the banks make off of your deposits. We want to hear got long growth. We need to get a look at what expenses could be like as the president s in for some roll back legislation starting to pick in, and in the case of wells fargo, we want to get a read on whether the bank has been able to put the cross selling scandal behind it, i think theres a tall order, considering there seems to be daily headlines about my travel trust owns both wells fargo and citigroup. But i feel a heck of a lot better with the latter than the former. I think trading slowed in the first quarter. So im going to be listening to pnc and first horizon. Especially when it comes to commercial construction. Is the recent resurgence of grit lock in construction helping the psyche of those Smaller Companies ready to grow . This could hold the key to the next move in many of the technology stocks. Im talking about taiwan semiconductor, i dont talk about it enough, particularly because its a 164 billion company and it spends huge amount of money on whats known as Capital Equipment in order to make chips. If tsn says its spending, i think that stock will fly. They need to meet the demand and the only way they can do that is to order machines from this company i just mentioned. The markets closed for good friday, so we can all catch over breath. Bottom line, is it the averages just keep staying resilient and if you stick afternoon, ill explain the itchy fingers that may very well be behind in markets seemingly bill in oregon, bill. Caller hello, jim. Bill, whats up . Caller they were going to go all out with fiber optics and get into tv and that, which they havent done. Right. Caller so now theyre joined up, i think, i havent got anything else other than the big book from level three and crescent, and centurylink saying theyre going to merger. I dont know how that merger went out and it was the 16th of march, it was supposed to be done. Well, bill, i got to tell you, i know a lot of people think that once the merger is done, it will make it so century link is i didnt feel confident enough with the rest of wall street saying that the dividend is safe, so im going to take a pass on that. Jackie in north carolina, jackie. Thank you. Caller i have one simple question. All right. Caller i have a small position in cocacoke kcacoloc. Stick around and youre going to find out. In walmart, to disney world, but which of these stocks brings the heat. I pick well built against john bean technology, it will be a head to head combat. And a company that went from the highway to wall street and just completed its ipo. Should you be buying shares in the trucker Snyder National in and a big data player, we have been highlights since before it came public and it is smoking. Im going to be talking to talent. Stay with us, cramer. Stay with me, mr. Parker. When a critical patient is far from the hospital, the hospital must come to the patient. Stay with me, mr. Parker. The at t network is helping First Responders connect with medical teams in near real time. Stay with me, mr. Parker. Saving time when it matters most. Stay with me, mrs. Parker. Thats the power of and. [ [ screams ] ] [ shouting ] brace yourself this is crazy [ tires screeching ] whoo boom baby rated pg13. [ screams ] just over a month ago, we spoke to the ceo of welbilt. In the 13 odd motts that welbilt has been a company, its already given a terrific 40 gain. Like i say, breaking up is the thing to do and its often incredibly l incredibly lucrative. Is the stock simply a post breakup trade, or could there be a longer Term Investment trade here. I want you to do a better job of picking stocks and analyze your own money. When you analyze a new Company Called welbi trlt, you have to analyze it against the comp. John bean technologies corporation, or jbt corp for short. In order to figure out whats really the best of breed operator in the space, and helping you try to figure out some of the parameters of beverage equipment to high speed ovens, commercial grills, fryers, freezers, walk in refrigerators, ice cube machines. This business was spun off by t manm ara v jpt thinks of itself as a jpts Food Technology helps stabilize more than half of the worlds canned foods and squeezes more than threequarters of the worlds citrus juices. And more than 60 of all the coded and fully cooked Protein Products in north america. As you can imagine, this business is somewhat different from welbilt. Im trying to get as close as i can here. It also gets more than half of its sales from restaurants. Remember, thats the problem, its not really apples to a less. Its about making equipment that you find at the grocery store, not the restaurants, they can freeze just about anything, their protein processing equipment can work miracles with meat. These guys know how the sausage gets made from the raw product to the final packaging. 40 of htheir business comes frm airport equipment. They boarding bridges help get threequarters of american air travel passengers on to planes. If you have flown, you have almost definitely walked through one. Jbt also has tracking and among forring technologies that can link in order to improve ground support, baggage handling and all sorts of diagnostics and ground tracking equipment. The one last part of this segment, automatic guided vehicles. Jbt makes automatic Vehicle Systems that they use for routine Materials Movement across all sorts of industries. Jbt corp used to be part of fmc technologies, thats a provider of tools and equipment for the oil and gas companies. But in july 31st of 2008, fmc technologies spun off jbt, and since then its theyre all doing well. While it took some time for jbt stock to catch fire, since the spinoff nearly nine years ago, jbt has given a phenomenal 480 rally. Thats dramatically outperforming the s p 500, th thats 86 up from the last period. Jbt has left it in the dust over the last 12 months. Jbts rally, nearly 60 . However since the beginning of 2017, both stocks have been stuck in a rut, theyre each down about 1 year to date. So which is the better company, and again, i understand that its not apples to apples. But theyre kind of like apples to granny apples. Welbilt or jbt. In 2012, the business had 1. 48 billion in sales. Down 10 since the year before. Ouch. Not great. Jbt on the other hand has only been accelerating in recent years, the company put up 1. 8 Revenue Growth in 2013, then 22 growth last year, all more than half of that latest increase came from acquisitions, still, jbts numbers keep Getting Better and better. Last year welbilts margin, came in at 22. 5 . Its up 22 basis points year over year. Jbt, 2016 had added a groceits net profit declined to jbt has incredible Revenue Growth, while welbilt has declining revenue and major net margin shrinka shrinkage. While jbts earnings grew at a fabulous 48 clip. I liked the story of the ceo when he came on our show last month. It makes it incredibly clear that right now jbt has a better score, welbilt is trading at 29 last years number. But why is jbt so much better . Is it because they have substantial airport equipment business whereas welbilt has only food service . It could get a good boost in the unlikely event trump gets his infrastructure program. Could jbt be better because its focused on food service, we know that most restaurant chains are having a very difficult time right now. Theres probably not a lot of demand for new deep fryers. Jbt is more linked to agriculture. Plus theres always going to be a demand for frozen food, or food thats been sterilized or juiced. Welbilt which we like has been a terrific mover over the last throw months, but when you actually compare the stock to john bean technologies, or jbt for short, its clear that jbt is a much better opportunity right now, but the stock is only slightly more expensive. I would be a buyer of jbt right here, stock down eight points from its high last november. You know what . I wouldnt count out welbilt either. I think they can make a heck of a lot more money longterm, now that its spun off. But its stock is not growing. Hence my reluctance to buy the stock at these elevated levels. The second largest u. S. Trucking company just went public. Ill investigate Snyder National. And th its called the business under meat and its lying in wait under a ton of stocks in this market. What it is and what it means for your money is just ahead. Stay with yooirnler. Cramer. Your Insurance Company wont replace the full value of your totaled new car. The guy says you picked the wrong insurance plan. No, i picked the wrong Insurance Company. With Liberty Mutual new car replacement™, u wont have to worry about reacing your car because youll get the full value back including depreciati. And if you have more than one Liberty Mutual picy, you qualify for a multipolicy discount, saving you money on your car and home coverage. Call for a free quote today. Liberty stands with you™. Libey mutual insurance. E trades powerful trading tools, give you access to indepthnalysis, and a team of experienced traders ready to help if you need it. Its like having the power of a trading floor, wherever you are. Its your trade. E trade when the stocks held up much better than expected in the wake of a missile attack on syria. I need to call youre attention to the one thing that could threaten even the most resilient of bull markets. Im talking about the possibility that we might be in the early stages of a deluge of new ipos. Remember the stock market is first and foremost a market. And all markets are governed by the laws of supply and demand. Too much new supply of stocks in the new supply of deals, tends to push a stock lower, just like a glut in Oil Production pushes down crude. But after a very crowded week or so where we had four Companies Making their debut in public exchanges, i think its something youre going to have to be aware of and im going to keep in front of you. We cant potentially find good opportunities as we sift through these new Public Companies, especially those who dont take off. Those that are already too expensive when that happens. With that in mind, i want to talk to you about Schnieder National. Its a Trucking Company that supplies Logistics Services all across the country. It popped up to nearly 20 bucks and then came right back down to 19, where it is still trading. What exactly does Schnieder National do . Their trucks transport all kinds of things, their intermodal business, takes these big Cargo Containers and moves them via rain or all over north america, and their logistics brokerage, these three businesses tend to be very cyclical, mainly do extremely well when the economy is in good shape and not that well when the economy is lagging. Trucking is one of the best barometers as more people shop for the comfort of their computers, or smart phones instead of going to the mall, that creates a ton of demand for shipping. Logistics is a longterm logistical stuff to someone else so they can focus on what they do best, their own business. Now schnieder international is a large scale truck provider, with a Dense Network and broad geographic coverage. In the lastee years the company laz made some investments in new Safety Equipment for their diver drivers, which over the longterm helps them with insurance costs. The company has rapidly expanded his customized home, retail delivery offerings with white glove they easterll ship a f furniture to your house and then assemble it for you. They take mapackages to their actually destination, while the Trucking Industry is fairly flag meanted. Its fragmented by three Major Players and Schnieder National is one of them. The company has longstanding relationships with nearly all the major north american railways. That givers Schnieder National a real competitive advantage. Meanwhile the company is transforming its business. They used to rent all their truck beds, but now theyre switching to a Company Owned model that should be cheaper longterm. Its a move that will be finished by the end of the year. All right, thats what on friday you figure the guys falling asleep, but hes there. Thats what Schnieder National does. The Company Believes they can gain a lot of individual selling and gain cross selling opportunities with their existing customers. Mo on top of that, schnieder is one of the leading carriers of difficult to handle consumer items like furniture and mattresses. And the freight brokerage businesses, schnieders Logistics Business hang growing like a weed. Schnieder nationals growth we need the economy to really accelerate for these numbers to go higher. And at the moment, its a little hard to see that happening. However snyders net income is another story. Up from 5. 5 gains. Management is doing a decent job when it comes to execution. Thats down from a 6. 2 clip in 2015. Intermobile orders declined by 6 last year. When Schnieder Nationals ceo came on cnbc yesterday morning, he said that that assessment jibes with these numbers. Still the companys got its two recent acquisitions and if the company does get stronger from here, this company is the one to be in. Negatives, the Balance Sheet isnt exactly perfect, its far from terrible. Schnieders business is very cyclical. Also relies heavily on a bunch of large companies, schnieders top 10 customers equal about 30 of the business. And if congress somehow passes a boarder tax, which i find to be quite unlikely, that would hurt schnieder too. The other big thing that has been a problem for them the regulationss Schnieder National has to wore by truck emissions and labor laws. Thats whooir Schnieder National could end up being a major trump stock. Sure they got a lot of exposure to trade with mexico and china, two companies that the president has been extremely vocal on backing down on. That china powwow went pretty good. Deregulation on the other hand is quick and easy for the white house. And we know that trump loves deregulating. Rolling back regulations, especially the environmental regulations that this administration despises could lead to huge cost savings for schnieder. And trump is very pro trucker. We dont have any good earnings estimates. Based on the trailing numbers, the stocks trading behind only slightly more expensive than Swift Transportation which is very cheap at 6 times earnings. Schnieders appeal is very much in the area of the beholder. If you believe that the president is get the economy accelerating again, and you think he is going to deregulate heavy, then is schnieder could be a good stock for you. Personally, i would wait and see, but now you know what you need in order to make up your mind. Jason in new york, jason . Caller how is it going, cramer . Jason, i have the power. Go ahead. Caller my question is on autozone, after reaching a high of 819 in december, autozone has been in a downward spiral, first with the news of amazon getting into auto parts, and then low earnings, followed by march auto sales, now its currently trading at about 300. I have liked autozone, the whole time ive been doing this show because they had that big buy back. I thought that amazon news was over and done. I think its found a home at the 700 level. I think you eere okay to buy. Obviously you dont want to buy it all at once. So snitch a little here and then buy some later. Listen up, we might be entering a wave of new ip ourkss, that could be an opportunity. I would wait and see how the economy and trade policies shake out before making a decision. Wow, that guy is good, huh . Maybe its me and i dont even know it. Much more mad money ahead. One thing that gege and tick master stocks are moving higher, but the reason why is not because of the shiny new gadgets. And rapid fire, tonights edition of the lightning round and a look back at the week that was. Stick with cramer. Lets talk about a stock that wall street has truly fallen in love with. Im talking about talon, a company thats the idea here is that the talent process great advances we have made in analytics in recent years. Th the stock started getting pounded, pulling back to as low as 21 and change. Since then, though, buyers have started flocking to this one aggressively. And talend has given you a game of 60 . We have had talen doird on the multiple times. It certainly doesnt hurt that the Company Reported a Strong Quarter in february. But if you understand how hot the stock is, just consider that talend did a secondary ipo in february. And the stock rallied another 8 . When these Public Companies start doing secondaries, their stocks get killed. Thats not true in this case. Lets go to the ceo of talend. Welcome back to mad money. Thank you, jim, thanks for having me. Since we have seen you, im going to quote from a piece of tape that i absolutely love. Steady cloud and big data growth for the eighth contest quarter. Talends growth right now the entire industry is moving to cloud and big data. Those two product lines are just like a Freight Train right now. Its true for us, but its really true industry wise. When we first saw you, you had a goal of becoming cash flow positive. Its not like youre bleeding to get the growth. We drive for premium growth, 100 growth in big data cloud, at the same time were ramping toward profitability. And thats the balance were looking for. Come on, theyre up against ibm, oracle, microsoft, and i didnt think it was really possible for you to get some Big Companies, but then youve gotten ge and now youve gotten citi, lenovo, what are you offering that these other companies we know dont offer. All those Big Companies you mentioned, not our customers burks the competitors you have mentioned. They have painted themselves into a corner. So the world is changing, moving to big data, moving to self service in real time. If Companies Want to take advantage of real trends, they need to conduct business like us. In those scenarios were killing them. I know the ceo of citi, what does he use you for . What every big company, every big bank right now is trying to do, is to cut costs out of their infrastructure. So for them, what theyre doing is doing all of their data integrati integration, using big data by using talend and big data as a core part of their inf infrastructure. What does a Pharmaceutical Company need talend for . All of those things. In a Pharmaceutical Company, youve got an enormous amount of data that they need to process. They need to process their own internal data, they need to process the data coming back from the trials that theyre running and they need trial discovery. Would you say that you also offer, because you are smaller, leaner company, a better deal . Its not just you often better information analytics, but youre less expensive than the other guys . Of course. Of course. But if it were just that, then the except sorries would just go and cut their price and be able to compete on a deal for deal basis. But its a combination of simply being better. The j p security conference, you were asked, whats the most misunderstand part of the story. Do you sometimes miss when you were private and you didnt have to define and give out information that frankly is very hard to try to figure out what people want . I mean one guy said he likes you, bill, one guy says he doesnt. When you were private, you didnt have to do any of this. One guy came up and said great job, youre guys killed it on billings, i said, we do . And another guy came in and said what happened on billings . What do you even say to that . Enter all i can say is that you just delivered big on your promises, even when you were a private company and said what you could do, youre a man of your word. Goo guys if you want small nimble companies who are beating the sharks, these guys are it. Your Insurance Company wont replace the full value of your totaled new car. The guy says you picked the wrong insurance plan. No, i picked the wrong Insurance Company. With Liberty Mutual new car replacement™, you wont have to worry about replacing your car because youll get the full value back including depreciation. And if you have more than one Liberty Mutual policy, you qualify for a multipolicy discount, saving you money on your car and home coverage. Call for a free quote today. Liberty stands with you™. Liberty mutual insurance. It is time for the lightning round. [ buzzer ] and then the lightning round is over. Are you ready, skeedaddy . Noah in florida. Caller booyah, jim, thank you for taking my calls, i have a question about values pharmaceutic pharmaceuticals. High average analyst ratings per share, about 16 to 18. Whats your take, do you see the up side . Valiant . Please dont buy. I want you to sell, because thats just a call option. You got to look at the dead side. The dead side is hideous. I am concerned. Ed in michigan, ed . Caller hey dr. Cramer, greetings from michigan. Whats going on out in michigan . Caller i need your diagnosis on vector group . I think youre in a good shape. I think ipo is going to calm down. Lets go to james in connecticut. James. Caller hey, jim, back when you recommended federal reality trust, i bought some for my daughter. Sit time to sell . No, ive been recommending this stock since we started the show, i know its down a lot. I know a lot of people have giving up on the shopping center. This ceo has delivered and people are heavily short in this stock and i would not go against don wood, period, end of story, steven in florida. Caller booyah, mr. Cramer. Im calling about cobus pharmaceutic pharmaceutical. I will bless it for speculation only, because its a Developmental Company that does not make any money, believe me, it loses money. And thats what they do. Lets go to john in texas. Caller mr. Cramer, thank you for your commitment in improving the Financial Literacy of everyday americans. How can i help . Caller my question is about torro, tpc, its had an incredible run. The weather better be good or torro is going to be bad. Thats why i like to stick with home depot, they dont have to worry so much about the weather. Im going to jim in maine. Jim . Caller i hi, jim, whats your thoughts on alder fa pharmaceutica pharmaceuticals . Again, its speculative, but were going to check in to see why its not doing so well. A and thats the end the lightning round. Hey gary, what are you doing . Oh hey john, im connecting our brains so we can share our amazing trading knowledge. Thats a great idea, but why dont you just go to thinkorswims chat rooms where you can share strategies, ideas, even actual trades with market professionals and thousands of other traders . I know. Your brain told my brain before you told my face. Mmm, blueberry . Tap into the knowledge of other traders on thinkorswim. Only at td ameritrade. Stay with me, mr. Parker. When a critical patient is far from the hospital, the hospital must come to the patient. Stay with me, mr. Parker. The at t network is helping First Responders connect with medical teams in near real time. Stay with me, mr. Parker. Saving time when it matters most. Stay with me, mrs. Parker. Thats the power of and. We call it the bid underneath. Its a key part of the amazing sector resilience that explains this markets ability to hang in there. I find the bid underneath astonishing. You got a couple of not as bad as we thought numbers from some bricks and mortars change. And one of the most hated stocks out there are rising. Today it was the semiconductors. Skyward solutions, the stock you couldnt give away when we had them on last on the show a few months ago, just at a 52week high. And qorvo had barely had a down day. And cirrus what drives me nuts about this kind of rally is theres simply no reason why it needed to happen today. And why did these stocks jump . I mean, yes, were hearing about a larger than expected jump for apple iphone 8. But there was no real reason for these stocks to run on this particular day. Im sure it mystified you if youre following them. Its just that some Portfolio Managers have been waiting and waiting for these stocks to come down, bidding underneath, and they arent being hit, and so they cant take it anymore. Theyre reaching for all of them at once. Even on a day when there were talks with the chinese. Why does this pattern matter so much to me and should matter to you . I want you for a moment to put yourself in the head of a large Portfolio Manager. The Portfolio Manager has been waiting and waiting for her stocks to go down, so she can buy them at decent prices, either the sellers dont materialize, or the market doesnt come down even when it should. So the Portfolio Manager just cant take it anymore, and she decides, the heck with it. Im tired of being the bid underneath. Now i need to reach and buy these stocks, even if it means paying up big. Thats how a stock can roar, even when nothings really happening, the days potentially an ugly one. Today Money Managers realize if were not going to sell off on that bad news, the talks with china and the syrian missile strike, then what on earth can really hurt this market . And thats what prompted this inmain reaching for all the apple reaching chip stocks. I see it in so many groups, there are bidders undir beneath in the housing stocks, there are constant theres bids underneath for clorox, for kimberly clark, and colgate, lately i have seen bidder underneath are the classics of a bull market. I say dont join those pajama traders who were betting the market would be down over a percent today, because theres so many bidders underneath, theres no need to throw your stocks away, another reason nobody ever made a dime panicking, another reason that this market for all its flaws is a lot more resilient than it looks from the naked eye. Stick with krairmer. Cramer. With it, i earn unlimited 2 cash back on all of my purchasing. And that unlimited 2 cash back from spark means thousands of dollars each year going back into my business. Which adds fuel to my bottom line. Whats in your wallet . Im vern, the orange money retirement rabbit, from voya. Im the money you save for retirement. Whos he . Hes green money, for spending today. Makes it easy to tell you apart. That, and i am better looking. I heard that. When its time to get organized for retirement, its time to get voya. With e trades powerful trading tools, right at your fingertips, you have access to indepth analysis, level 2 data, and a team of experienced traders ready to help you if you need it. Its like having the power of a trading floor, wherever you are. Its your trade. E trade. Start trading today at etrade. Com theres always a bull market somewhere and i promise to help you find it. Im jim cramer and ill see you monday. Male announcer america is struggling to shake off the recession. Public distrust of wealthy ceos remains high. But more and more bosses are looking for radical ways to reconnect with their workforce in order to find out whats really going on in their companies. Each week, we follow the boss of a Major Corporation going undercover in their own company. This week, the president and ceo of choice hotels, one of americas Largest Hotel chains, poses as a trainee competing for a job. Hi. Im jack parker. Announcer the boss will trade in his luxury sedan and country club membership