Today . Not many. Its hard not to see it this way considering the global same source sales rose 5 . Their same store sales in the United States increase add phenomenal 5. 7 . Thats extraradinary. I was looking for 4 . People thought i was having a happy meal dream. How did he accomplish this . First, he decided what mcdonalds needed, could be the United States, was a simpler menu which would lead to fewer mistakes. Maybe e o or three fewer mistakes in n day which then leads to more customers going through during key hours which then leads to a better mood among the franchisees. You heard me. Sounds nutty. A better mood like mindfulness, like karma, like in the now. Hear me out. You have to understand mcdonalds is run by a huge team of franchisees who are the players. Eastern was the head coach. If you can inspire the players they w wl work wonders for y y fewer errors then the franchisees will be more bullish about their own stores and put extra people on, make different shifts, make the lines go more smoothly. They feel like it matters. It matters more to keep the stores cleaner, get more polish. They get energized. Then add allday breakfast and while manynyhought it was a gimmick, it is having a huge impact on the numbers. Now youve got the mcpick. As anyone watched even a quarter of football knows about. Or buttermilk chicken. People love the taste of butter mill chicken. Its a virtuous circle for the franchisees. They see the business getting betterero it is worth spend ing time and energy in the franchises to bring in more sales. Heres whats amazing. I would say this is on the First Quarter for this mcdonalds turn around because easterbrook added a loyalty app. He doesnt have the technology to have kiosk so the food is brought to your car. The car lines are so long. Some of the things are working in one country and they transport them to another. This man turned around europe and is working his magic here in the rest of the world. Where are the customers coming from . You know what . I think mcdonalds is taking share from everyone even as many milleleials say this level of processed food isnt for them. Easterbrook has been making the offerings more natural. One of his first actions to say mcdonalds would stop raising beff and chicken raised with antibiotics vital to humanan health. He has enough fire power to change the worlds food chain which would make a difference. Far more than chipotle could do but to be sure no one should confuse the two. I dont want to get ahead of myself. What easterbrook is doing is convenience to the enterprise. They are time honored whether the consumer is stretctcd in the pocketbook or stretched by the clock. If the place has a convene yent in and out at a good price and tastes pretty good thats a winning formula. I dont want to get ahead of myself either. Its not like easterbrook will do something tomorrow to propel the stock higher again. In fact, the stock of mcdonalds would go back to where it was if oil is down tomorrow. But lower oil is actually positive for mcdonalds. Puts people on the road. Anything that puts people on the road makes it more likely they will stop at mcdonalds but mcdonalds didnt credit the turn to lower gas prices. It said weather helped. Lets talk about the othereride of the trade. Look at the stock of twitter today. This weekend we learned four executives have left including the guy who creates moments which many of us had high hopes for. You are getting ininedibly slow slower than mcdonalds. What does this say about the previous ceo Dick Costello and his team which is exiting or the current ceo who was the ceo of square. I dodot know if i can handnd that. I want to hear from jack. Maybe hes got something to tell us. Contrast with facebook which reports on wednesday. You are seeing a super growth. Basically its in the same business as twitter. Where is the turnover for facebook . None that i can see. Im not saying buy it ahead but talking about bubunesses. At some e ice twitter is a buy. My Charitable Trust has a position. The franchise has a loyal following but cant grow and growth propels all stocks higher whetetr they are oil, financials, restauaunts or tax. By the same token you can argue american ex press lost market cap under the ceo at the same time the competitors mastercard and visa have gained gigantic gobs of market cap under a. J. Bonga and charlie sharp. One has no growth, the other tw none of it matters as long as we are in the r riculous link with the price of oil. We accept the oil has to be demand related even after slumberge told us theopposite. We know anything they can do for the stock including eaeaerbrook in mcdonalds and the fed is bad, too tight. Easterbrook isnt about influencing the stock. Hes about influencing the franchisees and d e company. The stock will come later. His guidance and transformation will generate increasing returns to give the company more money to buy back shares and raise the bountiful dividend. You put this idea away. Next time the stock market throw as sale because of the lockstep linkage to oil or the e dless negative fed chatter i want you to think about mcdonalds as a place to go, not necessarily as a store but a stock. In m mcase, i want to go to the store because i love the egg mcmuffin. Thought. Its on the front burner when knocked down by the market. One person c c influence the direction of a company and create a turn around to impact the enterprise and the stock. In the case of makds that person is steve easterbrook. All i can say is congratulations, what a fabulous and i think k ng lasting turn that began less than a year ago. This is the story that can transcend the day to day market which is why you can circle the wagons around d donalds next time we have another crazy town day. Ken in virginia. Ken. Caller hey, jim. I have to give you a uva capital one cup winning wawaowabooyah. Thats a lot of stuff. I like it all. Whats up . Caller ed son, Research Shows th have 350 patents in Solar Technology thats reduced for them the capabilitile to thats why we are down to a nickel for solar cell. Right. Caller combine it with David Einhorn coming on the board and i think with the leadership capabilities and Cost Reduction capabilities theyve got in the short term, theyre going to be the number one player in the solar market over the next year i will say first solar. You have to go with the best of breed. I read real money and shes been chronicling this. I dont get confidence from einhorn at all. I have no confidence in the babance sheet. Im sticking with first solar which will go down because all stocks are going town. But i think lesssshan sun kevin. Caller thanks for taking my call, jim. First of all, love your book. Thats a must read for any investor. Oh, thank you. Caller love it, love it. My question is whole foods. Yeah. You know, i saw downgrade today. It basically says none of the things they are doing are taking rootot. I think k e stock is cheap butut there are a ton of very cheap stocks. Remember, the company is buying back stock. Today it broke the 30 levev and hit the 28 level. If its hit again the 25, 26, i think you have to take a half position. It could go lower, but geez, the stock the company has ncredible sales per sare foot. I dont believele that management will remain stymied. They are too good. Will in florida, please. Will. Caller jim, thank you. Time warner inc. , twx. Unusual activity in the february, april 75 calls. Who will take them out . Theyra sitting duck. All right, now, we are doing the exact opposite. We are not recommending this on has been buying back stock. It is not expensive on 2017 numbers. To not buy this for a takeover. Buy it because jeff buqus who is a Great American is generating fabulous earnings and super man versus batman . Sign me up phyllis in pennsylvania. Phyllis. Caller hello, mr. Cramer. Hi. Caller my question pertains to Morgan Stanley. Why is it continuing to trade around its 52week low and how long do you expect this to continin . This market has turned on the financials in a way i find shocking. Goldman sachs is down so much below book value jpmorgan reported an amazing quarter, stock at 55. This group is in a world of hurt. So i think Morgan Stanley is trading roughly with them, maybe a little bit worse. I think it is unfair. You know what though . Youre getting in front of a genuine buzzsaw if you buy a financial now. Right now. Are these filled with quinoa . I can have them on my cleanse. I just have to get rid of the bread and cheese inside. All right. From a happy meal to a happy portfolio, congratulations to steve easterbrook. This is an example of a ceo who knows how to unstranglgla compmpy. From cot nel to kleenex. Kimberly clark is probably in your home. The stock is missing. Time to buy or stay away. Then winter boots to down jackets, Columbia Sportswear can protect you om the elements. As the east coast digs out of winter storm jonas i will see how the storm impacts the stocks. And etsy cant craft a turn around. Whats next for the online goods emporium . I will investigate. Stick with cramer. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com or give us a bakedon . Its never gonna work. Dish issueue trust your dishwasher with cascade platinum. It powers. Through. Your toughest stuckon food. Better than finish. Cascade. Get fastacting, longlasting relief from heartburn with it neutralizes stomach acid and is the only product that forms a protective barrier that helps keep stomach acid in the stomach whehe it belongs. For fastacting, longlasting what do we do with the stock of Kimberly Clark, the household name consumer packaged goods stock. The stock has been holding up well versus the rest of the market. This is exactly the kind of company you want to own if you believe we are headed into a slowdown. Kimberly clark reported this morning and the shares went down 4. On what was widely perceived by some, not me, as disappointing numbers. Was the quarter that bad . One cent earnings miss. Weaker than expected revenues that declined by 6 year over year but that decline was to the super freaking strong dollar. As currency caused Kimberly Clark sales to take a hit it was a stellar 5 . E problem is this wawathe quarter where the market and stock and the currency figures only cares about the headline because the strong dollar seems here to stay. Opportunity with the 2. yield . Do we get more cautious . Lets chececin with tom faulk toto find out where the company is headed. Welcome back to mad money. Good to be with you again. All right, tom. I went through every piece of research other than a coupte of lili items in latin amerera and maybe some of the profesesonal division. I thought it was a blowout quarter. Maybe you can tell me what others are saying. This is what i want from a company. I thought t ts was a solid quarter as well. Our organic top line was 5 with 4 volumele. For the year thats the best volulu performance we havevead since 2007. We have great momentum in emerging markets like china, russia, brazil. We are winning in the local markets. The rong dollar was a hewind but to over r me that and deliver absolute Earnings Growth while returning cash to shareholders was a good performance. Troubled place. I want to focus on china. Ople worried about china. You say the year of the monkey in china is a good year for kimberly. Explain that. Monkeys are viewed as clever. The chinese will occasionally try to position in good years. Monkey is one. Dragon is the best. If you are in the mode of picking a birth year, monkey is one of them. We could see more live bits in china this year which is great for the diaper business. You have a category opportunity, 3 to 4 on averagele. That would be a nice acceleration. And we are going into more cities. We started last year at 105 cities, finished at 115. Well be at 130 cities by the end of the year. We have lots of Growth Opportunities in china. Okay. Think longterm which is how you should own Kimberly Clark. Im struck that you are focused on the u. S. Birthrate which after the Great Recession is starting to tick up. Absolutely. We are seeing a slight up tick, Consumer Confidence is better. The jobless rate continues to stay low. So all of that factors into more confidence about expanding the size of youramily. We are encouraged by that as well. We all know energy is coming down back to 29 today. It wasast clear from the Conference Call or your statements exactly when you will get a nice boost from that. But its obviously not a headwind for you that energy comes down in price. No. We dont use a lot of direct oil. We use a lot of polymer, polypropylene, polyethylene, deriritives. Well see lower costs for super absorbent and adhesives that are oil based. Polypropylene is tougher because the u. S. Market is tight on capacity. Oil is lower but we wont get the full benefit of that. We are seeing pulp prices lower again, the pulp guys are mostly outside the u. S. In selling dollars. A strong dollar gives them a big boost in local currencies. Generally we should see a relatively benign commodity environment in 2016. Just because i dont want to be pollyanna, jpmorgan does Good Research on you and says organic top line for professional divisions missed jpmorgans number by a hundred basis points and 400 respectively. Sappointing results qn how do you get the numbers turned around . Professional, we look at it for the year, jim. For the year, we had a couple of points of organic top line. It was a little weaker in the Fourth Quarter. Different causes. In the u. S. Distbutors took inventories down. Our sellthrough was at better levels than that. Markets like brazix which is big for us, their r and gdp declined having an impact on overall levels of employment and business activity. A mixed bag. But we have a strong franchise to progress in 2016. At the same time, you know i have been recommending your stock for ages since 1986 when i was with goldman s shs. Y yre a fan, jim. We love it. Its been 30 years i have been telling people to buy your stock. Its done well and the reason is you have tremendous cash generation and you also like to return t t money to shareholders. This seemed an incredible 12. 7 year over year cash operation which your board decide it is dividend. This has to auger well f f your return of capital to shareholdersrs i try to remind the team, its their money. We run the company for the benefit of shareholders. They should get a benefit from it. Yes, we believe in a strong dividend. We have paid a dividend more than 80 years and increased it more thaha40 years. Well do it again in 2016. We have a strong Buyback Program beyond what we need to invest in pital spending. That return of cash to shareholders is a fundamental about us. The best thing people can say about us is we are investorfriendly. We try to live up to it. Look, i think you didid great jojo thank you very much for coming on mad money. It means a lot to us. Appreciate it. Thank you, jim. Tom falk of Kimberly Clark. Stock was down 3 . If its hihiagain, what can i tell you . This is a place where you start guy buy ago position. Dont be a flipper, a trader. Be an owner. Mad money is back after the break. Le. cell one rings where are you . Well the squirrels are back in the attic. Mom . Your dad wont call an exterminator. Can i call you back, mom . He says its personal this time. If youre a mom, you call at ththworst time. Its what you dodo if you want to save fifteen percent or more on car insurance, you switch to geico. Its what you do. Are you taking a mba class . Lets get these dayquil liquid gels and go. But these liquid gels are new. Mucinex fast max. Its the same difference. This one is max strength and fights mucus. Mucinex fast max. The only c cd and flu liquid gelel thats maxstrength and fights mucus. Lets end this. Olay total effects a skin transformation that rivals the ledding Department Store moisturizer. Revives skinino fight 7 signs s aging. With olay, you age less, so you can be ageless. Olay. Ageless. Lilly. She pretty much lives in her favorite princess dress. But once a week i let her play sheriff so i can wash it. I use tide to get outtthose week old stains and downy to get it fresh and soft. Tide and downy let it snow, let it snow, let it snow. I mean, who needs to go to davos for snow . For months now until this very weekend pretty much every retailer under the sun was getting pummelled because the weather was so warm they couldnt move their winter apparel. As the east coast now digs out from one of the worst blblzards in recent history we have to ask if thats changed. Suddenly its cold and some of us need to deal with two or three feet of snow on the ground which begs the question is there a decent way to play wint storm jonas or is it just a pain in theeck or the back that may have ruined your weekend . Conventionally you can play it with home depot because they selle shovels. I think the despot is too big to be pigeonholed. Uggs has been too unreliable. You could go with deckers but t looks like north face isnt selling that well. Conventional Department Store channels. Go with a snowmobiler maker like polaris. No they y ve been proven to be very bad at forecasting. Where does that leave us . How about columbia, the gem of the i cant take this. I have to keep it together. As soon as t t show is over we return them. Thats the big budget we have. Our davoslike budget. Columbia sportswear, colm, the familyrun company led by tim boyle. Practically a one stop shop for your winter needs. Columbia is a house of brands including montreal, mountain hardware, sustainable yoga and climbing apparel. They have amazing technology. This stock does work as well as sorrel boots and columbia brand. Oh, boy, does the wife love her boots. Watched her dig out the front steps and i cheered because i have a bad back. Now this Company Report this is week and a half. It wililbe, you know, beginnnng of february. I dont expect anything particularly great though they have beeeestuck in a horrible selling season this past quarter with the rest before the snow. The thing about the stock market is its a forecasting machine which means if investors believe that the cold weather is here to stay they will probably think columbias next quarter could be better than anticipated. In other words this is no good, but the next one i igood. Its worth remembering a year ago columb crushed wall street sales and expectations despite a mild winter because the company made strides to be less dependent on weather including growing footwear at a rapid 45 thanks to the strength of the footwear and outer wear they delivered excellent results this time last year despite the mild winter causing the stock to soar 18 in a single session. Im not saying that will happen again. This has been a tougher quarter for retail than a year ago. Its worth keeping in mind they blew away the numbers last time they reported after the winter got off to a warm start. It could happen. In short columbia, the company, has more control of its own destiny than you think. However, the stock has been the memey of the market alonon with theheest of retail. It peaked at 74 and change at the height of the summer, end of july. Since then the stock lost more than 33 of value. Why . Because the whole markets been in a bear Market Selling off and virtually anything retail and apparel have been getting crushed. It didnt matter that when columbia reported the Third Quarter results at the end of october the Company Managed to turn in better than expected top and bottom line numbers not to mention growth Margin Expansion and muted inventory growth, 10 year over year. They pulled it off despite a warm fall and back to School Season considered disapointing for everybody else. Revenue growth over the same period. Vf just 2. 6 . Macys 5. 2 decline. Yes. Columbia left them all in the dust. Within two weeks of reporting the stock was below where it was before the quarter came out because wall street assumed that there was no way the company could continue to do so well with the weather so warm and so many other retailers struggling. Heres the thing. Columbia sportswear has moved up the apparel food chain. I think people may not totally understand the transformation. This is no longer a place you may visit once every few years meat pacng disict trewr yle. Alardm might be less dedendent on weather than you thought. They have been selling yoga clothes since 2014 which means the warm weather at the end of last year may not be the financial death sentence so many people are expecting. I like lululemon. Their quarter will do well. Well find out about Columbia Sportswear on february 10. The second theme is Columbia Sportswear still sells cold weather gear like boots, coats, scarves and hats. Now that winter has arrived maybe wall street will give the company the benefit of the doubt. I like the company because it uses nontraditional channels to move merchandise. Sure, you can find their stuff at bloomingdales, but with the decline of the mall we now recognize its important you can buy it online through amazon or products are being sold at regular nondiscounted prices. Unlike so many oh brands. A pair of womens premium leather caribou boots cost 150 on the sorel site and 150 on sax, too. Columbia is a strong emercy presence through their own websites where the direct to consumer business grew and through amazon. Thats very important in the aftermath of the storm. While oppers need new cold weather gear they are not necessarily going to want to trudge t the mall or drive to the store with snow on the ground. Maybe the car is buried. Its e ey to order columbia products directly to your home. Thats a huge positive. Remember, none of the cold weather positives will be in the quarter the company will report in week and a half. That will be all about the holidays. Based on the results we have seen so far from other retailers suboptimal. Thats putting it diplomatically. Columbia sportswear can outperform competitors in difficult environments and the blizzard is a game changer. Others agree with me hence by the stock is down on a bad day. Bottom line. I dont think columbia needs blizzards in order to do well. Its a bonus, especially compared to the warm weather we had in the Fourth Quarter. If you want to play winter storm jo naus columbia is the way to do it. But be careful. Put on a small position before the Company Reports on february 10. No doubt in honor of my birthday. Then buy into weakness because the quarter we are about to see wont reflect the e wfound Winter Wonderland positives that abound all over the country. All right. Lets go to david in davos i mean illinois. David . Caller is nordstrom near its bottomomnd should i stay away from Retail Stocks . Nordstrom is cheap. I remember the downgrades. They seemed to be a pileon. I will never go against them for the long term. Short term, no mall store is doing the numbers. Bob in new jersey. Bob. Caller hey, jim, how you doing . Booyah. Booyah. Caller what should i do before earnings . Lets not play it for earnings we have to downgrade and i derstand. Look, you owowskechers for the long term. Look what these people have done if you buy it now and it gets hit down to 25 are you going to be angry at me . If you are, dont buy the stock. I think it has more downside. I like it for the long term. T it snow i think columbia spoposwear is the way to play storm jonas, not that it needed a storm. But, remember, its next Earnings Report, it will not reflect this Winter Wonderland. That february 10 report wont have thehetorm. There is much more money ahead. Etsy is trying to remake retail but is manufacturing more and then the shape of oil, literally after good news out of schlumberger whether we see a vsmaped or ushaped recovery. I cacat return them no isle wear them. And tonights edition of the lightning round. Stick with cramer since the market peaked over the summer we have seen stocks obliterated for all reasons. Some cyclical driven bthe world. Working on my feet all day gave me pain here. In my lower back but now, i step on this machine which matches my dr. Scholls custom fit orthotic inserts. Now i get immediate relief from my foot pain. Mz lower back pain. Some are what we call secular meaning there is a longlasting, longterm trend putting a damper on the businesses which is not about to go away. Sometimes a piece of merchandise is toxic. Every so often companies become public that have no reason being public and the stockckare doomed from the start. Im usually able to recognize these disasters before they wreck your portfolio. Thats why tonight i want to revisit one of the ugliest stories out there. Not an oil company omineral but it trades like one. It is an ecommerce play. Im talking about etsy, the online marketplace for unique, typically hand made goods. This Company Became public in mid april of last year at 16 and nearly doubled to close at remember those days . The initial hype was enormous. Lofty rhetoric. How they we creating a new economy. Youd think they were reinventing capitalism. A month later on may 15 the stock had plunged down to 20 and change. Thats when i warnrnou i should have done it earlier but thats the earliest i could. As a business they had a lot of problems and as a stock it was untouchable. To quote myself i dont see a path to profitability here and more important, i worry that etsy doesnt care about profitability, end quote. What did make me concerned at the time, they had decelerating Revenue Growth, skyrocketing expenses and management said their commitment to hippy crunchy values may, quote, negative influence our short or mediumterm financial performance, end quote. The bulls thought it could be the next amazon or at least a baby amazon for hand made and vintage products. Sure it wasnt profitable but it had rapid revenue. Sure the company was spending the bulls should have been worried about what if amazon competes against efsz which amazon decided to do. They have performed worse than expected plunging to 7. 25 as of today. Down 64 from where i said it was a sell in may. Off 55 from the i i price in april of 1. We have to learn from this so no one will make the mistake of buying something that looks like etsy again. Of course i dont mean to downplay the good they do for humanity. Where else would i have found that needle feltingle owl kit or the like a boss lady personalized pencils i got my executive produce for her birthday or the racy Valentines Gift for my wife. Hand knit hedge hog socks. H. Its a surprise. What else went wrong here . On may 19, less than a week after i warned you off this one etsy reported the First Quarter as a publically traded company with higher than expectesales and a larger than expect Earnings Loss of 84 cents s en the analysts werent looking for them to lose a penny fer shore. Next day it was down 1 t. Kicker came when the wall street journal reported that amazon was preparing its own marketplace for artisan goods to compete with etsy. Ouch. Etsy rebounded back 20 bucks until theyeported the Second Quarter as a public company. E results were more e line but managements guidance wasnt encouraging talking about taking a hit from the strong dollar as well as spending, hiring, decelerating Revenue Growth sending the stock down to 13 and change. In september they had new initiatives partnering wititpost mates to test same they delivery in new york city and a service to help connect designs and manufacturers. When they delivered in line numbers the guidance was less than stellar andhe stock was from 11 to 8 and change. Fast forward to the new year, declined another 12 . Why has it been an awful performer . First off rather than being a disruptor with Game Changing technology, etsy was disrupted when amazon decided to get in on the business. A disruptor can be forgiven for lacking profitability. When amazon has you in the crosshairs you have to be careful. Beyond that many things i initially worried about turned out worse than i thought. The Revenue Growth decelerated from 44. 4 in 2014 d dn to less thth 38 in the first nini months of 2015. The international exposure, roughly 30 of the business was more of a head wind than a tail wind because of the strong dollar. Thats based in brooklyn or something. There is the issue of timing. I know. In retrospect the ipo in april was lucky. Given that the overall stock market peaked the next month and the ipo market peaked in june. Million. If they had taken it public at todays price they would be lucky raise half of that before deducting underwriting costs. Its worth noting the earn ings before taxes, breech United Nations or ebitda has been increasing. Thats hopef. With each quarter better than the priest one even as the numbers were decelerating year over year and the ebitda margin increased for the First Time Since they became public. The valuation is more reasonable at 2 2 times 2016 sales but its still a slight premium in best of breed amazon which is 2. 2 times sales. I know from my wife who uses the site etsy has improved the User Experience for sellers but amazon got started just in october. We have no idea what damage they can do. It could take a few quarters before we have a sense of how bad it will be for etsy. I predict pain. Terrible environment for high risk speculative tech plays. Thats what etsy is. If they were doing better yosh we would get love from the market. Bottom line. Next time you see a fresh faced ipo talking about changing the economy, pay less attention to the words and more attention to the numbers which are what clued us in to the problems with etsy. Even down here the stock is too risky or as i say to my colleague david faber on squawk on the stree maybe its still too early to own etsy. Mad money is back after the break. The more you move the more you sweat degrees Motionsense Technology keeps you fresh with every move. It h unique microcapsules that contain fragnces. Friction b baks the capsules. Whether youre meeting a deadline. Grabbing a bite. Or heading out for the night. Motionsense, protection to keep you moving. Degree, it wont let you down. Janet . Cougugif you can hear me. Dont even think about it. I took mucinex dm for my phlegmy cough. Yeah. But what about mike . It works ohis cough too. Cough it works on his cough to mucinex dm relieves wet and dry coughs for 12 hours. Lets end this. Take one of those pillows and take a big smell. They smell really fresh what if we told you we washed these sheets 7 days ago. Really . No way downy . Downy fabric conditioner give us a week, and well change your bed forever. Want more freshness . You know the basic bargain of america is if you work hard, and you do your part, you should be able to get ahead and stay ahead. But so manfamilies dont feel like their hard work pays off. Thats notothe way america is supposed to operate. I want to go to bat for them every single day. Get incomes rising. Get equal pay for women. Cut the coststf health care and child care so people can actually get ahead. Hillary clinton, she has what it takes to get things done. Announcer lightning round is sponsored by td ameritrade. It is time. It is time for the lightning round. You say the name of the stock. I dont know the calls or the name of the stock ahd of time. I tell you whether tbuy or sell. Whenenou hear this sound [ buzzer ] then the lightning round is over. Are you ready, skeedaddy . Time for the lightning round on cramers mad money. I will start with ed in massachusetts. Ed. Headed into the Earnings Report at the end of the week. Where do you think the stock is going, cypress semi conductor. The yield is amazing at 5. 45 . At 8 i cant count on anything other than to buy the stock. We are in a world of hurt bear market including that one. Galan in minnesota. Caller hello, jim. Caller im asking you about bsx. Its inexpensive. I prefer e. W. , they have the better mouse trap. Thats where im going in the dave in ohio. Dave. Caller thanks, jim. 5 3 bank. You know, the banks, i have to tell you. I am just i shudder at the banks to Say Something good about a bank. Fifth third is a good bank. I cant buy it now. The group has to wash out and it has not washed out yet. Fred in florida, fred. Caller cramer, thanks for all you do. Caller buy, sell or hold covanta. You know, i got to do a piece on this. It has all these businesses and i dont understand it. Its got a 7 yield which at this point says, whoa, be careful. No longer says thats an opportunity. It says be careful. The big yields are red flags now in the market. Lets go to sid in indiana. Caller hey, jim. Youve been must watch tv for me since your Kudlow Cramer days. Thank you. Would be a good place e be in this difficult market and i started getting some in early january. Its been slipsliding away ever since, down almost 10 . This is the problem. Everybody thinks its a good stock. Thats the issue. It is a place to hide. I thought it was a good stock. You did. Its a good company but all stocks are going down now. It just has to be until we have clarity from the fed. My checklist is driving g ocks down. I think kroger is doing a great job and the market will come to its senses. Mike in california. Mike. Caller jim, americas greatest toy company, mattel, buy, sell or hold. I saw the upgrade and it was good. Now it has a little pump into it. You have to let the stock come down now. In the end mattel is a good company and i believe the yield is safe but the stock is up and that means its down tomorrow. I cant make it up. Johnny in maryland. Johnny. Snowedin baltimore county. Wow. Whats the stock . Caller linear technology. The stock i like is lrcx. I like lan. Thats the company doing the st. Theyre all going down. Thats my favorite. Martin does a good job. Steve in california, steve. Caller jim. From california, wondering when is cnq a buy or a sell with the glut of oil . Ou know, im not recommending them. Im not recommend ing fossil fuels, none. I cant. I have enough problem with the food stocks. None. That, ladies and gentlemen, is the conclusion of the lightning round. [ buzzer ] announcer the lightning round is sponsored by td nicen easy. We only make the most real natural looking color. So even in revealing sunlight, it doesnt look li hair color at all. It looks like, its a hundred percent you. And isnt t at the most beautiful part . Cheezit grooves are the Perfect Union of a cheezit and a chip. You mean like they got married . Umm. I guess. Youd make a pretty bride in that wedding gown. Oh, its a lab coat so. Hey everne, joes gettininmarried bam bam m bam. Oh, im not. We take time for our cheese to mature in our crispy cheezit grooves. When heartburn hitit fight back fast tums smoothies starts dissolving the instant it touches your tongue and neutralizes stomach acid at the source tum, tum, tum, tum smoothies only from tums we were below the 88th southern parallel. We had traveled my men driven nearly mad from starvation and frostbite. Today we make history. Bienvenidos welcome to the south pole if youre dora the explorer, you explore. Its what you do. What took you so long . If you want to save fifteen percent or more on car insurance, you switch to geico. Its what you do. Sure, oil got crushed today. Settling down 1. 85 and continuing to te cline after hours. We have short memories and its important we make sense of the incredible move that happened friday when crude rallied 2. 66 after another huge increase in inventories. We have to ask what made that possibib and why do i expectcthe 25 toto26 level may be a decent place for oil to settle down . Maybe even a floor. Simple. Because when oil sererd as King Schlumberger reported an excellent quarter on thursday and spoke on a Conference Call friday. The giant painted a picture of drastically reduced spending on especially the north american players during the Fourth Quarter when budgets were exhausted. That plus the fairly significant cutbacks in columbia, mexico, brazil and australia made up for robust pumping in saudi arabia and kuwait. Given the growth of schlumberger and the excellent uanagement team their comments on the oil market carar a tremendous amountnt of weight. Taken together the commentary was negative about additional exploration and production. Therefore implicitly positive for a potential rebound to slightly Higher Oil Price thisis is year because there wont be a lot of new supply net coming on. As schlumbergews outstanding ceo said on the call, and i quote, we stililbelieve the underlying balance of supply and demand continues to tighten driven by solid growth in demand and by weakening supply as the dramatic cuts in exploration and production are starting to take effect, end quote. The demand side is strong despite, quote, fears of reduced growth in china demand, end that put to lie the notion thaha they are gripped by the same we see from iron, steel, copper. Oil isnt like other commodities. It is a necessity. Though buyers are wary about the magnitude of iranian expor schlumberger still expects positive movement in oil prices during 2016. I cant disagree. Hes too good, too smart. Further schlumberger doesnt exexct a rebound in exploration and production budgets until they would know given the book of business. 2016 will be another bad year of the price of crude this year. No new nettle oil can be expected to only con line no matter what the saudis who have been driving down the price by over producing try to do. The timing has eluded even schlumberger. Nonoc producers rate of decline and the deep in financial crisis in the industry. Deep in financial crisis . Keep that in mind. The schlumberger news doesnt bode well for many producers. Chief reason the price of oil can bottom in 201 is because of the destruction of so many schlumberger clients but thats my extrapolation not theirs. Asusty brazil pointed t this weekend the futures market is pricing this is amazing 49. 40 a barrel in 2024 which shows while many people come on looking for a quick return few are willing to put their money where their mouth is. The oil men say 60, 70 but the futures say in nine years well still be at 45. If you want to continue betting against oil you have to remember the words of schlumberger. There is demand and supply. Its likely to become imbalanced in 2016. Want to go long oil on this . Absolutely not. Negative as everyone else given the out lines about supply and demand. I dont like the oil service or oil company stock. I do believe well see so much destruction that a slob has said you probably want to calle a bottom in 2016. Or more importantly, who am i to doubt them . Stick with cramer. My son and i used to watch the red cacaet shows on tv w, im walking them. M. Ife is unpredictatae one thing i need to be predictable is to be flake free. Because i have used head and shoulders for 20 years. Used regularly, it removes up to 100 of flakes keeping you protected every week, every month, every year you ready ma . Always life is unpredictable, so embrace it cheezit grooves are the Perfect Union of a cheezit and a chip. You mean like they got married . Umm. I guess. Youd make a pretty bride in that wedding gown. Oh, its a lab coat so. Hey everyone, joes getting married bam bam ba bam. Oh, im not. We take time for our cheese to mature i like to say there is always a bull market somewhere. I promise to find it for you on mad money. Im jim cramer. See you tomorrow. Its tuesday, january 26th, coming up on early today, iowa voters caucus in six days as the democrats make t tir final case. We will raise taxes, yes, we will. What i believe in is creating a government that works for all of people on the top