Peaked. As the relatively placid performance of the averages, dow gaining 79 points, s p advancing. 15 , nasdaq climbing p1. 2 . Masked some of the most dramatic action underneath ive seen in ages. You couldnt tell the tale of turmoil from the broader indices, but Portfolio Managers furiously dumped the high Growth Stocks that they loved just days ago. Im talking facebook, alphabet, formerly google, the linkedin, latter disaster after the close. And they piled into the Big Industrial and commodity stocks that were despised for months on end. You want a perfect example of what the heck im talking about . Why dont we talk about alcoa . Aa. Do you know that the stock of the giant aluminum company, which has been a total dog, earned more than 10 higher today . The second best performer in the s p 500. Even as Nothing Happened at nothing to justify this move. Other than this kind of rotational Money Management behavior that i like to chronicle for you. Now, i think alcoa should have been climbing for ages because alcoas splitting into two companies. One thats basically a commodity aluminum producer and another thats all about the proprietary use of aluminum. In trucks, in autos, and of course in aerospace. Alcoa is the perfect metaphor for this moment. You have a very undervalued deep Cyclical Company thats been caught up in the tide of the hatred of commodities. Then you have some changes in the broader whats known as macro landscape that read positive for the metals and Portfolio Managers are caught looking the wrong way. So they pivot. They pivot in the most cyclical stocks they can find and alcoa suddenly fits the bill perfectly. Its liquid. Its big, and its a terrific breakup story. Why the sudden love for commodities . First the dollar. After roaring higher seemingly for ages do you know the dollars finally done going higher, at least against the euro in and thats encouraging. Its encouraging managers to bite one thing that almost always goes up when the dollar goes south, and thats commodities. Because these commodities are priced in dollars and i have plenty of charts and graphs that i can show you that show this relationship is both real and investable. Dollar down, commodities higher. Of course all of this seems counterintuitive to individual investors who hear we could be headed to a recession perhaps. Remember, Money Managers dont think about the now. They think about the future. And if the fed isnt going to raise rates anytime soon because the economy may be weaker than people think, then that means the fed may not be your enemy right now. And if the feds not your enemy, the dollar, which has been going higher because people thought the fed was going to raise rates, can cool off. Its been a currency magnet. Maybe it wont be now. Theres no end to the number of high growth tech retail and Health Care Stocks that are out there in the landscape. But you know theres actually a really distinct shortage in the number of Commodity Companies that can still left standing. So these lemminglike Companies Reach for the same stocks. Fund managers also lapped up some of the big winners of the quarter so far. Stocks like 3m and honeywell and general electric. They did rotate back to some of the cyclicals that reported weak quarters, namely caterpillar and cummins, which reported a number today that beat lowered expectations. It jumped more than 7 . How desperate were these managers to make the switch out of the highGrowth Stocks into commodities . Get this. You know what the best performer in the s p 500 was today . None other than the well, heretical freeport mcmoran, which rallied in the standings 17 . Simply because it produces copper, gold, and oil. A trifecta of what was once hated, the commodities. But theres nothing good there except that freeport fits the mood of the moment. Please, again, understand im simply chronicling how lots of Money Managers were either underexposed to this group or actually shorting it and had to scramble and cover. They needed more exposure to this group. However, i dont want you to play this game. No. Not at home. The stocks of highquality companies that are actually coming down because theyve become pawns. Pawns in the source of funds game these managers need. They need to raise money somewhere to go buy the cyclicals. I view rotations as opportunities for you at home to companies that have suddenly fallen out of favor in the wall street fashion show and ton chase the stocks that are currently red hot. I dont mind you piling on into alcoa because it is cheap and i like the transformation. But to give up on all these drug companies, some of the best high growth retailers and restaurants, some of the finest internet plays, i dont know, to me it seems a tad silly and even forced. Unfortunately, no one can pinpoint when a rotation has run its course. So if you see something for sale that you like and you want to buy, it please buy it slowly on the way down. As the viciousness of the sales is breathtaking and if you come in at the wrong level you will experience too much pain. Heres the bottom li. I say be careful. These rotational moves are only for the most nimble. Meaning for those who truly bears or at least outrun the other Money Managers who are trying their best to get away from the ursine clutches and for the most part failing to do so. And speaking of hideous rotations, have you seen the selloff in the bank stocks of late . Theyve been brutal a combination of concerns about oil and gas loans that might be going bad because oils down to 30 bucks, lower interest rates. They need higher ones. And a slowdown in finance brokerage. Were out here in San Francisco. Theres no place or time like now, like the present, to find out whats going on with this incredibly important group, which has lost its way. And thats why i was thrilled to sit down with john stumpf. Hes the chairman of the big dog, ceo wells fargo. Find out whats really going on in banking in general and the companys stock in particular. Take a look. Now, lt seems since we saw you last everyones gotten so gloomy. Your stock was going up. You had a great quarter. People are now talking about, wow, geez, oil and gas loans, its got to be slowing down, theres not going to be the rate hikes that he needs. What do you say to the doubters . Weve been in a low rate environment for a long time. We never base our Business Model on hoping rates move one way or the other. Were in the real company and we take in the process, we make loans, and we have been growing Net Interest Income even though our margins have been falling. So those are really the things we look at. Can we do more business with more customers and be more relevant to more americans . Thats been the secret sauce as part of being a diversified busivess model. When i went over the Conference Calls, people just keep saying, well, wait a second, 17 billion in oil and gas loans, oililoing through 30, how many of these have been criticized, so to speak. What do we do . Is this the big short, that movie, except for this time its oil and gas . Well, no question that part of the industry is under dress. And at 16 point some billion its less than 2 of our loans. And thats important. But lets put it in perspective. Theres 98 , many of whom e so on balance last year was our lowest chargeoff year in 34 years ive been at the company. Will we see some extra stress and some losses inhe Energy Portfolio . Absotely. But well also see benefits in real estate and other things. So we take a very balanced look at this. We sew conoco phillips, a real Great Company, cut its dividend by 2 3. It made me think ive got to ask john whats the collater if someoneein the oil service business, whats the collateral if theyre in the oil business . Because you cant take their house necessarily. But what do you have to make yourself hedged so you dont lose money for your shareholders . Theres a variety of loans within the whole moniker of oil and gas. E p. The exploration and production. You have proven reserves as collateral. Then you have midstream, which h moving the oil and gas, those are pipelines and so forth. And the field services, which is the most stressed. Youd have things like suppl and pipe and drilling rakes an so forth. So its a variety of things. In most cases our loans are some situations the collaterals worth less than we thought it was. Surely in oil services. But weve been in this business a long time. We have great people whove dealt with this over history with ups and downs in prices. Lets talk about the economy in general because if the economy continues to get better in ter of the real world you talkededbout the real economy. Correct. Thats people getting jobs, people buying cars, people buying homes. That business is very good. Its actually stronger than a lot of people think it is. Now, there are weaknesses also. But 20 was the strongest auto year weve had in 15 years. I think 16 will also be a good year pf the age of the average used auto is still 11 years in the United States. House will go doo well. Look to any city, theres construction going on. The private sector infrastructure spend. These are long dated projects. Anybody that has energy as raw product as far a acosts. Look at the airlines today. Shape theygve been in in some not pepeect. Theres other parts of the economy that if youre an exporter or in the strong dollar and in oil and gas those are challenging. But on balance i think 16 will look like 15 was. A lot of people have been reading these stories. 1. 2 billion settlement with the government. I can look at it one of two ways. You vowed to fight it and you had to make a deal. I want to ask why that is. But second, is this it . I mean, is this the last o othe housusg price . Well, i never want to say you cant say the end is the end. But were happy we made this deal. When everything came together, its an agreement in principle. Were going to work really hard and get into a definitive agreemenen and in the meantime were going to continue to lend money to our consumers and help them with home ownership. When we look at housing, we look at auto, we look at industrial, we say to ourselves, whats missing here . Sales,s,rading, Investment Banking. I saw you made there was an announcement. Im not sure if its true. You had to lay off people. I kn youre always proactive is that true . Well, you know, because of volcker, there are certain businesses that were out of and weve taken care of most of that. But from time to time we add people. Other times we reduce. That we have in the business that we have in what you would call invest banking. Rerely about serving customers, whether theyre wealth customers, corporate customers, consumer customers. Were always adding, subtractctg. We likikthe Investment Banking business and the Investment Management business. Its a core part of serving customers. Does it get you done a lot of banks are involved all over the world. Youre not. European banks are hurting. Why is that necessarily something that is bad . You took advantage ge wanted to get out of finance. You put a huge book. You. Oh, absolutely. In fact, as foreign banks have retreated back to their home countries, its given us more opportunity to serve more customers. 97 of our revenues are in the u. S. Now, what we do internationally is largely in support of our u. S. Based customers as theyo business internationally. But we love having all of our chips in on the u. S. Hows that 31 billion loan from ge . Working . Its happening now. Its just happening. But we love it. Ge was a was the head of that category for those categories for decades. Shoes and take over those relationships and partnerships, we love that business. Let me end with something that tells me that you believe. This buyback is the biggest of the banks. Actually really kind of the only major buyback well, jpmorgans got one. But the size of it is rather humongous. Are you trying to get back to how many shares you used to be . Whats the plan with the buyback . Well, theres not any particular share goal. Kay. But we do want to return capital to our shareholders through dividends and stock repurchase. After all, its their capital. Were the stewards of their capital. And were always on the side of our shareholders. Should more of that be put toward the oil and gas loans as a way to hedge against those . Well, we took a big reserve in the Fourth Quarter that we believe to be adequate for the risk in those loans even if oil goes to 25 . We dont knowhere oils going to go. So but the resesee is adequate and well continue to look at that. We continue to refresh our numbers and so forth. But our whole reserves actually available for that, its about 12 billion. Our entire loan loss reserve. On the other hand, the earnings that we earn every year, that we want to make sure we use it for growth but also return to capital. To shareholders. Its the same wells fargo expt for a cheaper sto. Part of my charitable trust. Thats john stumpf, chairman and ceo. Plenty more from cnbc 1 market. Yum brands, palo alto networks, rob gronkowski. Not a niner. Sorry. And a company that h h been a household name for more than 100 years thats from here. Stay with cramer. Announcer clorox has come a long way from corked bottles of bleach. From making clean a little more green to the Science Behind a wellseared steak, can new innovations continue to keep the stock in the clear . Coming up on mad moneys invest in america. Countdown to kickoff. Money. Follow jimcramer on twitter. Have a question . Tweet cramer. Madtweets. Send jim an email to madmoney cnbc. Com or give us a callllt 1800743cnbc. Miss something . Wish your skin could bounce back as quickly as it used to . Neutrogena hydro boost water gel instantly quenches skin to keep it supple and hydrated day after day. Formulated with hydrating hyaluronic acid which retains up to 1000 times its weight in water this refreshing water gel plumps skin cells with intense hydration and locks it in. For supple, hydrated skin that bounces back. Hydro boost. From neutrogena thats a lot of dishes no problem. Ill use a lot of detergent. Dish issues . Get cascade platinum. One pac cleans tough food better than 6 pacs of the bargain brand combined. Ive been on my feel all day. Im bushed yea me too. Excuse me. Coming through ride the gel wave of theye proven to give you comfort. Which helps you feel more energized. All day long. I want what he has. politely wait, wait, wait you cant put it in like that. You have to rinse it first. Thats bakedon alfredo. Bakedon . Its never gonna work. Dish issues . Trust your dishwasher with cascade platinum. It powers. Through. Your toughest stuckon food. Better than finish. Cascade. Ugh heartburn no one burns on my watch try alkaseltzer heartburn reliefchews. They work fast and dont taste chalky. Mmm. Amazing. I have heartburn. Alkaseltzer heartburn reliefchews. Enjoy the relief. Youre getting 3 here. Alright . Here goes. Yep. [ crunching ] oh cheddar, sour cream onion, and salt vinegar. Wow wow how did you do that . i can see through the blindfold. All ght. What the heck just happened to the stock of clorox . Household name company. Glad bags. Kingston charcoal. Fresh step kitty litter. Burts bees. Talk about hot. And clorox bleach, which is doing pretty well. Heres i company just this morning reported a Solid Earnings beat raised its full year guidance for 2016 but the stock got slammed down 6. 38 or 4. 87 . I think largely because of a broad rotation out of Consumer Products stocks into the commodity stocks. Im wondering if this isnt the same kind of golden opportunity you got in Kimberly Clark when it got hammered last week. In other words, a terrific entry point for one of the highestquality franchises out lets dig deeper with benno dorer, the ceo of clorox, find out more about the quarter and his companys prospects. Welcome back to mad money. Good to be back, jim. Sometimes youre a victim of your own success. When i saw how well your companys stock has done versus the Consumer Product group i was worried this could happen. Its done so much better. Maybe some of this is just profittaking. Look, i focus on the longterm fundamentals. Shareholder return has been very solid over the last 12 months op our stock rose more than 20 . And fundamentally what i care about is are we delivering against the business . We Just Announced 18 earnings growth. Sales are up very solidly in all of our u. S. Segments. And in currencyneutral terms, also international, were growing market share in the u. S. And international. And as you said, weve raised the outlook. So i feel good about where we are. And im optimistic about where were going as a company. Its funny. In the Conference Call the analysts kept focusing on pricing and competition. You had pretty good gross margins. That would indicate that you can worry about competetion. Our margins were up very nicely. 210 basis points over the last quarter. Were going to use some ofofhat quarter and were going to invest in the business in the long run, in solid projects that deliver cost savings down the road but also more of that profitable growth thats made us is strong over the last 12 months. Also the innovation here. Since you came in great job innovating. But im looking at the splashless product for bleach. There hasnt been anything new in bleacin 100 years. But this is new and its yes, it is. And its very profitable for us. Which leads to the Margin Expansion weve seen. We have a lot of innovation information out there now, jim, whereas others dont. Its really across the portlio. Is it in bleach, in burts bees, in hidden valley. And were investing behind that profitable growth. Sometimes people say wait a second, i dont get that pastiche of grounds. You say you never know which one of thems going to be red hot. Red hoho kingsford. Kingsford is doing very well for two reasons. One, certainly over the last quarter weve seen weather a little warmer. People are now barbecuing the whole year. Right now were in San Francisco and of course around the super bowl people are barbecuing very much these days. But importantly retailers are seeing this now as a yearround business and theyre supporting it yearround. And thats really helping the business and were seeing solid momentum behind kingsford. Not just last quarter but we think that that will continue in 2016. Thats terrific because when that business goes it has good gross margins. You have always been attentive youre familiar that my daughters are vegetarians, we care tremendous about natural and organic. Burts bees is a company that people recognize, particularly younger people, i can tell from your social media that this is truly natural organic, its not it. No. We have the toughest natural standards in the industry on burts bees and burts bees is doing particularly well. Weve shown another quarter of doubledigit sales growth in q2 on top of doubledigit sales growth in the previous quarter. And it is because were innovating, because were investing in the brand and because its very much on trend. I see more and more shelf space devoted. Is that because of different iterations new iterations or could be burts bees that we havent seen yet . We definitely think based on what we know from consumers that burts bees has the right to be in more categories and were right now launching burts bees natural lipsticks. That is an example of a new category that were getting in. And we have high hopes based on customer but also initial consumer response thats going to be very successful. Were also getting into more and so we will see burts bees in more spaces in store, and that will continue to drive some of that growth that weve seen in the last quarter. It also seems a lot of some of that growth, dont know, maybe you can quantify, seems to be the younger people know about it and that means social media because theyre not watching traditional media. They are watching facebook. And you are putting money there. Yeah. We are following the consumer and the consumer increasingly is digital and digital changes the way we work. The way we innovate and the way we communicate with consumers. We engage them online. And we are spending more than 40 of our working media dollars this fiscal year in thats even higher than last time i talked to you. Last time was 30 . Youve taken that up. Were doing that because were seeing very, very strong r. O. I. S. 40 is at the leading edge of the industry and we like the returns so well keep going in digital. You bit the bullet on venezuela. A lot of people said you cant walk away from that country. In res retrospect one of the smartest things youve done . Great choice for us. We were losing money and we couldnt see our way to so were not afraid to make the tough choices if theyre in the interest of the shareholders so today were happy to be out of that country. A lot of it is just i think your company uniquely seems to recognize, you know what, it doesnt matter where you make the money, just make the money. Were certainly very shareholder focused. All i care about is driving profitable growth, turning that profit into strong cash flow and then put that cash flow to use for the benefit of our shareholders. One last thing. Were in San Francisco. I hear youve got a new partnership. Yes, we do. Stephen curry is going to be our new partner on brita water filters. And Stephen Curry isnt just the hottest athlete in the world today but hes also a great dad and role model. So hes going to help us promote the benefits of a Healthy Lifestyle towards families and kids and well have advertising on air as of march and im very excited about it. Well, i think thats great. I know thats a brand that is near and dear because plastic bottles are not helping anyone. Youve got to do it with a filter. Benno dorer, ceo of the clorox company. Its stock is still cheap even after this run. Stick with cramer. Announcer yum, yum, eat em up. Spinning off from pepsico in 1997, yum brands has become the host of the most recognizable restaurants in your neighborhood. Will issues abroad leave a bad taste in investors mouths . Or will refocused brands make the stock fingerlicking good . Coming up on mad moneys invest in america countdown to kickoff. Olay regenerist renews from within. Plumping surface cells for a dramatic transformation without ththneed for fillers. Your concert tee might show your age. Your skin never will. Olay regenerist. Olay. Ageless. It instantly hydrates to plump and lift. I take pictures of sunrises, but with my back pain i couldnt sleep and get up in time. Then i found aleve pm. Aleve pm is the only one to combine a safe sleep aid plus the 12 hour pain relieving strength of aleve. Im back. Aleve pm for a better am. Dry spray . Thats fun. Its already dry no wait time. This is great. Its very soft. Can i keep it . laughs all the care of dove. Now in a dry antiperspirant spray. 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 cold and flu liquid gel thats maxstrength and fights mucus. 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, want more freshness . Yesterday we got the first Earnings Report from yum brands, the parent of kfc, pizza hut, and taco bell since we found out that the Company Plans to break up. And i think that both the fastgrowing Chinese Business and the more slow and steadier rest of the World Company seemed like interesting opportunities. So lets take a closer look with greg creed, the ceo of yum brands, to learn more about the quarter and where this Great Company is headed. Mr. Creed, welcome to mad money. Jim, thanks for having me on the show. I appreciate it. Greg, we often talk about the idea that there are different kinds of investments for different people. You are basically creating a company that has very fast Capital Appreciation and a company that also has a slower, plodding but maybe more capital preservative company. Which one might be for each person who watches this show . Well, first of all, i wouldnt say it was slow and plodding. I think what were going to create is two powerful independent focused growth on the one hand yum brands will be a global franchisor of three iconic brands. Were going to leverage up the Balance Sheet. Were going to reduce the capital expenditure. Were going to obviously be low volatile. But were still going to target a 15 shareholder return which i think is a great number. And then with yum china well obviously have access to the fastestgrowing economy in the world with a very dedicated team focused on running over 7,000 great restaurants with two industryryeading brands. So i think weve got great opportunities for all types of investors in either yum china or yum brands. All right. Excellent. Lets talk about yum china. It looks like kfc, which has had its problems, really has put those problems behind them and its back on the solid growth track. But pizza hut seems a little bit slower. You talk about some macro issues. How quickly can you get pizza hut back on track and kfc, does it look like its finally launching back to the old days . Well, as you said, great kfc comps in the furth quarter, plus 6 , which was sequential improvement from the third quarter. And we obviously feel good about we can take a lot of ideas from the kfc world, put those into china. The macros in china, they affect casual dining and it has affected pizza hut somewhat. Remember, pizza huts about 25 of our business in china. Kfc is 75 . So what im excited is that the kfc business is back on track and obviously weve got work to do on pizza hut. Ive got to tell you, if i didnt know about your breakup, i think the whole conversation might be focused on this incredible renaissance of taco bell, which has now become an incredibly fastgrowing part of what will be the rest of world how did you turn that around . And is it sustainable . Well, the turnaround of taco bells a great story. It starts with great people. It also starts with clear brand positioning, which i think weve taken over to now the kfc and the pizza hut brand. I think its a brand that really resonates and connects with its customer base. Its done an amazing job in social media. I like to coin the phrase we dont do any marketing at taco bell, what we do is were like publishers. So i think weve really got a brand that is clearly positioned, has great product, great value, a Great Customer experience, and really resonates and is really just in tune with its customer base. And i think thats success we can build on not just in the United States but i think its a huge opportunity for to us take that outside of the United States including china. Kfcs gotten hot again. Its always been hot in america but there is an ad campaign that i think resonates with a lot of people. Youve seen some uptick in kfc in the last few months in the United States, havent you . Yeah. The kfc business has just had its sixth quarter in the u. S. Of positive samestore sales growth. 3 for the quarter on a twoyear comp kfc delivered plus 8, which is a really great number. And theres no doubt were making kfc much more relevant again. Weve Just Launched nashville hot. Thats off to a really good start. I think thats a breakthrough product that will not only resonate in the United States but its a product that well be able to take on a global basis. Progress and the performance of our u. S. Business for kfc and im equally excited about the opportunity for kfc on a global scale. Now, i know that most people who watch the show may not be familiar with this but its really important that we talk about the amazing gross Margin Expansion. What you make after youve done some selling. This is an amazing gross margin story. Just tell me how youre making a lot more, commodity costs going down, youll be able to maintain price. Yeah. So weve got really three things happening. Obviously commodity costs are going down. Whats also exciting for us is low gas prices, is driving customer and sales for us. Theres no doubt that our customer likes low gas prices. So i think weve been able to tap into good samestore sales growth. Obviously you can get Margin Expansion through good controls, a lot of productivity coming through. Costs are under control. So its a really great story. And i think if we can continue to drive samestore sales with samestore transactions, with commodity costs where they are, obviously were going to see just want to go back to china for a moment. Why is macro cutting in . I know that in the Conference Call today you talked about even in january you havent seen that lift in pizza hut. Is it that expensive for people . Do they think about the stock market and think about going out for dinner . Is that a relationship that we can quantify . Well, i dont think they think about the stock market and whether theyre going out to dinner. But obviously theres corporation thats sort of rein in costs when things are volatile. And weve seen not just in china but around the world that when the macros get volatile casual dining is a lot more impacted than qsr. And obviously were the leading casual dining brand. Macros are an issue. But weve got to do a better job with our value story. Weve got a number of things. Weve got five different test ideas. And were showing sales growth in those tests from 1 to 7 . So as i like to say a problem defines a problem half solved and i think were looking at the right things to turn the pizza hut business around. Well, that could be the opportunity. I know also youve got tons of youve got a mystery combo. And ive got to press you a little bit on it because it is super bowl week. Any tease. Because i understand theres preordering on saturday. And if theres something you need to preorder, i would probably want that dish. Well, whats really exciting is weve got over 10,000 people that have preordered a product that they dont even know what it is. Heres the only tease ill give you. Its a visual tease. Heres my tease. Thats my tease for the product thats going to get launched on sunday, on super bowl sunday by taco bell. All right. One last thing. 23 million shares bought back. You obviously think the stock represents a great value. Yeah, we do. 23 million shares bought back. Were going to return 6. 2 billion to shareholders between the announcement and the middle of this year. Thats about 13 a share. 70 or low 70s i think thats a huge opportunity. So well continue to buy back shares. Thats how we will return capital to shareholders. And im very excite were going to return 6. 2 billion to capital shareholders as we obviously leverage up the Balance Sheet and become this low volatile low capital high i couldnt agree more. I think this is the best it really is great. And i cant believe thats where the stock is. Brands. Thank you so much for coming on the show. It will be 10,001. Stay with mad money. Announcer sony, home depot, target. Highlighted weakness thats put your data at risk. Enter palo alto networks. The Cybersecurity Firm serves nearly 30,000 companies worldwide. As the digital dominance grows, will palo alto follow . Coming up on mad moneys invest in america countdown to kickoff. Here in the city, parking is hard to find. Seems like everyone drives. And those who do should switch to geico because you could save hundreds on car insurance. Ah, perfect. Valet parking. Hello heres the keys. Hm, wouldnt mind some of that beef wellington. To see how much you could save on car insurance, go to geico. Com. Ah car alarm sounds its ok dry spray . Thats fun. Its already dry no wait time. This is great. Its very soft. Can i keep it . laughs all the care of dove. Janet . Cough if you can hear me. Dont even think about it. I took mucinex dm for my phlegmy cough. Yeah. But what about mike . It works on his cough too. Cough it works on his cough too. Mucinex dm relieves wet and dry coughs for 12 hours. Lets end this. My son and i used to watch the red carpet shows on tv now, im walking them. Life is unpredictable being flake free isnt. Because i have used head and shoulders for 20 years. Used regularly, it removes up to 100 of flakes keeping you protected live flake free for life a heart attack doesnt care if you run everyday, or if youre young or old. No matter who you are a heart attack can happen without warning. If youve had a heart attack, a bayer aspirin regimen can help prevent another one. Be sure to talk to your doctor before you begin an aspirin regimen. This has been a brutal market for formerly beloved highflying Growth Stocks like cybersecurity plays. Take palo alto networks, panw, which have long been considered best of breed in the group pf last year the stock went 40 higher but after peaking in early December Palo altos been plummeting, plummeting, plummeting. Down roughly 25 in less than two months. Even though the market has turned hostile, we need to remember this company has some of the best growth around. Think longer term, people. So is palo alto worth buying at these levels . Earlier today i got a chance to check in with mark mclaughlin, chairman and ceo of palo alto network. Along with brent jones, threetime super bowl champion with the 49ers who is now a manager at northgate capital, which was an early investor in palo alto. Take a look. Flipping the attack which you guys sponsored where they talk about whether the bad guys make more money than the good guys and where the bad guys are interested in attacking. It seems like if all of your doors are locked in a car theyll go after another car. Is the same thing if someone sees that you have a palo alto sign on it maybe they go to the guy that doesnt have it . You know, i think the palo alto sign certainly is significant in the marketplace, becoming more significant. Its interesting. Just because of the cyclicality of the market i think were seeing some of the companies that have gotten a lot of press, theyre being exposed as just features. And one of the things that people realize is a team isnt a platform like palo alto has and the product extension, the lines that theyve developed and continue to develop really has turned away the bad guys, so to speak. It did say you guys pay more than the bad guys could pay. Its almost like crime doesnt pay. Even though it seems like the punishment doesnt fit the crime. Should go to jail for a longer time because theyre s scking up a 7eleven in a lot ofofays and not making just 140. Yeah. Well, in most of these cases it is a crime, what theyre doing, right . But the study, the interesting thing about that study, what it showed is that the time that it takes for somebody to try to breach a defense, if its a certain amount of time longer they will move on. Theyre trying to figure out how to make a living too. Exactly. Its a criminal living. Brent, you can invest in any trend. And we see certain trends really taking off. Obviously the cloud is great. But in your like the vast panoply of what you want to invest in, is it still cybersecurity even though we know that the big headline home depot hacks are behind us . You know, i think theres variations, jim, of the marketplace that are still developing. And as you know, we dont know what the bad guys are coming up with next. Thats why the relationship with palo alto, mark, they certainly and whats going on. And people are certainly aware. And were looking at companies and the fundings and the potential of new cybersecurity companies. But do we believe that there is something on the horizon thats going to have the platformlike characteristics of palo alto . No. We think palo alto was that company here seven or eight years ago building that nextgeneration firewall while everybody else was still on the first generation dumb firewall landscape. So things have changed drastically. And now we believe that longterm palo alto continues to be the dominant player. And so for those new companies im sure mark on the m a front is always keeping his eyes and ears open. And as you know, they a couple of years ago had made a real significant strategic investment. Cyvera. Its been an outstanding acquisition, the integration. We just believe that theyre going to be like cisco was in the 90s in the networking and switching business. Certainly not the security across the board. Well, i think the important term im going to defer to a man whos been to a super bowl and won three times in the long term. A lot of people are losing hope. Theyre seeing the stock go from 190 to 140, think theres something wrong. From what i hear from you two gentlemen, thats just a mistake. What im seeing is weve seen people report in the Security Industry already, were in our quiet period. But nobodys talked about declining demand. There you go. Lets leave it at that because theres a lot of declining demand happening all over the country. Mark mclaughlin, chairman, president and ceo of palo alto networks. And brent jones, threetime super bowl champ, managing director of northgate capital. Think longer term. Palo alto. Stick with cramer. Announcer coming up, new england patriot rob gronkowski. Its not about your team this year. Its just not. So what do you make of it . The panthers i might take it out on you. You know, you want to go . cell phone 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 the worst time. Its what you do. If you want to save fifteen percent or more on car insurance, you switch to geico. Its what you do. Where are you . Its very loud there. Are you taking a zumba class . Stress sweat. It can happen anytime to anyone. Stress sweat is different than ordinary sweat, it smells worse. Get 4 times the protection against stress sweat. With secret clinical strength invisible solid and clear gel. Enough pressure in here for ya . Im gonna take mucinex sinusmax. Too late, were about to take off. These dissolve fast. Theyre new liquid gels. And youre coming with me. You realize i have gold status . Mucinex sinusmax liquid gels. Dissolves fast to unleash max strength medicine. It is time for the lightning round on cramers mad money. Calls one after the other you say the stock, my staff and then the lightning round is over. Are you ready, skeedaddy . Time for the lightning round on cramers mad money. Lets start with matt in michigan. Matt. Caller cramer, thanks for having me and go blue. Id like your opinion on apollo education group. The stocks been getting pounded recently. No. Well, it deserves the pounding because were not going there. We do not care about these kinds of stocks. Theyve been disasters for a while. Lets go to jim in north carolina. Jim. Caller booyah, jim. Whats happening . I like it. How can i help . Down around 40 would be a good entry point for this stock. Im not going to disagree with you, but i do prefer mgm, which i think represents a cheaper call, not as much macau, and jim murren is determined to bring out value. Trevor in washington. Caller craminator. Booboobooyah. Sirius. The technician at realmoney. Com, which is in open house right now, said the chart is bad. Believe it or not, thats driving the stock down. I like the business of a buyer. Robert in colorado. Robert. [ buzzer ] were not done. I need robert. Robert, robert, robert. Caller yes. Hit me. Go ahead, robert. Youre up. Its jim. Caller Realty Income corp. Buy, sell or hold right here. Its just had a monster move. There are so few stocks that i want to be careful. Lets go to bill in california. Bill. Caller yes. Jim. First of all, im a huge fan. Firsttime caller. Huge fan. Thank you for what you do. Hey, ew popped up over 8 yesterday and its up more today. Does it still have room to run or is it time to ring the register . Ive been a backer of this stock for ages ever since i realized they have a better device. You dont have to crack the chest cavity, be able to do the heart operation. They can do it right through. Edwards Life Sciences still good. Please let it pull back. The only stock i have on my list thats a 52week high. And that, ladies and gentlemen, is the conclusion of the lightning round its the pungent gym bag stink neutralizer. And the prevent mold and mildew on the shower curtain for up to 7 days spray. Its also the odor causing bacteria fighter. Discover more ways you can use lysol disinfectant spray to help keep your home healthier. Theres a more enjoyable way to get your fiber. Try phillips fiber good gummies plus energy support. Its a new fiber supplement that helps support regularity and includes b vitamins to help convert food to energy. Mmmmm, these are good nice work, phillips the tasty side of fiber, from phillips. Theres a more enjoyable way to get your fiber. Try phillips fiber good gummies plus energy support. Its a new fiber supplement that helps support regularity and includes b vitamins to help convert food to energy. Mmmmm, these are good nice work, phillips the tasty side of fiber, from phillips. Man sternly where do you think youre going . Mr. Mucus to work, with you. Its taco tuesday. I took mucinex to help get rid of my mucusy congestion. Im good all day. [announcer ] mucinex keeps working. Not 4, not 6, but 12 hours. Announcer a man who needs no introduction but gets one anyway. The most touchdowns by a tight end in one season. The first tight end to lead the league in receiving touchdowns. The most receiving yards by a tight end in a single season. New england patriot rob gronkowski. Given that were out here in San Francisco in anticipation of the super bowl how about we actually talk to some actual Football Players . A lot of people were amazed last summer when we learned that rob gronkowski, the terrific tight end for the patriots, revealed that he hasnt touched a dime of his nfl earnings, instead living off just his endorsement deals and personal business ventures. Which is pretty incredible. Especially considering how professional athletes tend to be notorious for burning through all i can say is gronks got horse sense. Im also furious that i didnt pick him up for my mad money league. Thats always next year. Earlier this week we got a chance to talk to rob gronkowski. I want you to take a look. First of all, theres a lot of big ceos coming out there but then theres a guy i really want to see. How does it feel to be what we think is going to be everybodys top five fantasy pick next year . Fantasy football. Yeah. Because thats what we care about and you destroy a lot of people seasons who didnt go for you. The fans love fantasy football. If you have a great day, they are all about you. They give you so many compliments. If you have a terrible day are you telling me i they say thank you . Yeah. Wherever you go. You go outside. To the grocery store. Everybodys like dude, you killed it for my fantasy team, thanks so much. But if you have a bad day, man, i dont think you want to go out where the fans are. Man, what happened . But its a team game. We won. Its all good. End zone. If they can go to anybody why not go to you . That would be nice. Okay. How do you get a nation like i want a nation, like i want cramer nation, and my everybody wants a nation. How do you get a nation . Youve got to be a gronk. Thats the only way. Gronk nation, baby. Its difficult for to us aspire to because were not your brothers you see them in the ad but how did it happen . We know we had red sox nation. But most players done have a nation. Brady doesnt have a nation. I dont know. When we were getting first into the nfl, my brothers were in the league, we had three of us playing at the same time. It just went well with us. Gronk nation. Just because we were all scattered across the nation at the time. My brothers and i. My oldest played professional baseball. He was playing over there. My other brother was playing in this see. My other brother was playing in this city. I was in new england. So it was just kind of scattered across the nation. Just went super well with us, were gronk nation, just goes well. Visa is involved with gronk nation. Visas going to be such a visible thing. And suddenly youre part of it. I know everybody wants a brand. The gronk they want to be affiliated with the gronk nation brand. Yes. Visas a Great Company to work with. And we shot a commercial with my brother, went around boston and pretended he was me with my jersey on. If you ever saw the piece, its unbelievable. Its a great segment. It just worked out well. But the great thing about it is it gave us ideas to have him pretend hes us now. So the other day we pretended that he was with me with does it work . Putting his hoodie on. He went to autograph seekers. Come on. Did he really . And he was giving his autograph to them. And it worked. I got out to my car, perfect, fast, got into my car and got to where i needed to go next and he was signing these autographs. Then they caught on. But it gave us the idea, the inspiration to pretend hes me, and its a lot of fun doing it. Thats hilarious. Sorry to the people who got that. It was not gronk. It was gronk. And he played for the patriots at one point too. Okay. Look, you were in your team is an Incredible Team and everyones jealous. Im an eagles fan. Were incredibly jealous. But are you jealous, say i mean, this week in the end its still about its not about your team this year. Its just not. So what do you make of it . Panthers i might take it out on you. Rubbing it in my face right now. You know, you want to go . I wasnt im just messing. I can outrun you. No. Definitely we worked hard. Its not like a disappointment. Its just its just not a satisfying feeling. Just not making it all the way. But it was a great season overall. We still have an unbelievable season with what we went through as a team. But just got to focus on next year now and do what weve got to do next year. I want to leave on a note that gronk nation to me stands for. Youve been using gronk nation to raise money for charity. A lot of people think about the nfl and dont see it. Youre not a guy who comes on, beats your chest about it, but i am going to give you a minute to talk about it. The gronk nation youth foundation. I mean, i was always doing all these charity events, so i just decided to start my own to give back to the kids, the less fortunate out there, that want that needs access to like playgrounds or facilities so they can go out there and have the tools that they can do to grow up and be successful in sports. How do people, if they see it, they see you, theyre watching, they totally love you, what do they how do they give money . You can go to our website, gronknation. Com youthfoundation. Email us there. Weve got someone running that. But we also have parties to raise money up in boston. And it always goes super well. Its always a blast. Were having fun at the same time while raising money for kids. Congratulations on all your success. If i draft in the top five next year im certainly going to pick appreciate that. No, i like to win. We have that in common. Thank you so much. Thats new england patriot allpro tight end, one of the greats, founder of the gronk nation youth foundation. Great to see you. Announcer tomorrow kick off the trading day with squawk on the street. Live from post 9 at the nyse. Are you doing that thing i cant see . Because im out here and youre going yeah, sure, jim. I miss having you next to me to do that to you. Yes. Im giving you my look. Im sorry. Announcer it all starts at 9 00 a. M. Eastern. Im jim cramer. Thats a lot of dishes no problem. Ill use a lot of detergent. Dish issues . Get cascade platinum. One pac cleans tough food better than 6 pacs of the bargain brand combined. Cascade. No one burns on my watch try alkaseltzer heartburn reliefchews. They work fast and dont taste chalky. Mmm. Amazing. I have heartburn. Alkaseltzer heartburn reliefchews. No, youre kidding me. Is it really you . It is. You know, were talking money and markets and all that stuff. Youre fine, jim. Okay. What about your eagles . Your philadelphia eagles. Youve taught me to be a fan means that you stick thick and thin. Am i right . Absolutely. My good friend Doug Petersons coaching them. Can you say booyah, please . Booyah