Oil. Or more exactly the fading fears that declining oil would cause a credit crunch that could seize up the worlds banks. C and send the Global Economy back into recession. Will the strength continue . One way to find out. Lets go to the game plan. As an old ink stained newspaper person who covered homicide i dont want to bury the lead. The fed speaks wednesday. Im concerned that with oil coming back so hard the fed has lost the principal reason. Fed is afraid of wages coming back and even as its stagnant the oil rally is in fair face. It mighthtake for a nasty statement although i dont expect an actual rate hike. I wonder if we arent too bullish about the run in oil. I will have more on that later in the show. We should never forget we want equilibrium where the Oil Companies arent wiped out, but the consumer is saving money all the the pump and could spend more at the retail or restaurant. Monday we have a wild one. 99 times out of a hundred i couldnt care less about this Company Called travel sent ers of america. This outfit has a handle on filling stations along the interstate highway system. Crucial to my thesis that oil may have bottomed is increased use of gasoline that no one is talking about. Who would know more about that than these guys. There was a surprising draw down of gasoline when we got wednesdays inventory numbers. Was it a fluke . I want to know. Maybe we can get answers on the Conference Call. We hear from 3d systems, a company we profiled as part of the rise and fall series. If you really want 3d technology, alcoa has the best. That stock remains one of my faves. Tuesday, filled with controversy. Quarterly report from valeant and it would do wonders for the drug industry if they got their act together. When we discuss winning retailers we should have childrens place. I suspect it will deliver again. After the close tuesday we have results from oracle which is trading for less than 14 times next years earnings. Thats cheap historically. I lack a catalyst to get behind it. It hasnt been able to blow away the numbers like salesforce, its competitor, does. Could this be the one where the numbers break break out . At these low prices, awfully hard to bet against them. I cannot wait for cbss Analyst Meeting on tuesday. Its a big one. Always good. Make you wish you own the stock. The trade of the week might be buying cbs into the analyst day. Les regales us with the projections, promise and talks about the masters of tradition unlike any other. March madness and thursday night football. Le one macro number might play a role el in the thinking even on the eve of the fed meeting. Thats the retail sales data. When i look back at the february market one of the numbers that allowed them to rebound was the january retail sales figures. They were stronger than expected. To clarify that we werent going into recession, if the retail numbers are strong this time, i bet tuesday could be a rough day as there will be many commentators chattering that the fed needs to tighten given the strength in retail. Keep in mind the rate hike chatter will grow louder after a strong number. Another super tuesday contests. Donald trump can take it off. He has a big night. Get ready for serious protectionist rhetoric and china bashing that could cause free traders more than a little agita. Besides the meeting thursday we have earnings from fed ex at the ep center of global commerce. This is one of the last stocks left in the world that can impact a complete days trading. Because of the being few sieve or township beat about world trade. P the stock is cheap but unless business is accelerating the rally from the bottom it had seems very vulnerable. I hope an analyst asks about amazon developing the fleet but the analysts are risk averse on the Conference Call and they will try to build the model, not get the skinny we need. Here is another one we want to hear Better Things from. Williams sonoma. What went wrong. How did it get eclipsed by tgx one of my Favorite Companies is expedia. They bought a company we championed for ages called home away. We want to hear if they will talk about air bnb, the unicorn with the multi billion dollar valuation. There are many reasons why expedia is under valued. Its the finest Online Travel organization but i hope it flushes out the true value of the latest acquisition. A month ago the tech world was rocked by disappointing reports from linkedin and tableau software. The twin declines impacted the stock of adobe. It has a terrific Cloud Business that was somehow lumped in with the two jokers. Om that was a big mistake. How big . Next thursday. I expect good things. If we get oil related selloff ahead of the quarter, pounce on adobe. Im worried about retail and i hope my fears arent confirmed by friday when we have the breakfast of earnings from tiffany. The company is a serial overpromiser and underdeliverer. When they lowered expectations to where even they can be beaten. That makes the stock an intriguing trade. They are a terrific retailor that came up with every excuse in the book. Thats what makes me optimistic about this quarter. I cant believe they could miss this lower guide dance. If tiffany fails this time, you know what i will do . Im going to break out the wall of shame. Lets not lose sight of the prize. The bottom line is the fed is all anybody will be talking about. If the fed does nothing well have the fifth good week in a talking about rate hikes or gives us one, be prepared for a huge repeel of this amazing rally. I say we take calls. Lets go to justin in new york. Justin. Caller whats up, jim . Big booyah. Ha im a long time holder of expedia for five years. Le lucky enough to get trip adviser out of it. I want your opinion. Should i hold on for the long term, buy more or sell both stocks . On i think expedia is a winner. The stock has run up in anticipationonf the Analyst Meeting. G. If it sells off you have to pick some up. Ck i like expedia and the acquisitions, too. Ed in michigan. Ed. Taking my call. Of course. Caller you talked about accidental high yielderers and the building might get caught. Dividend gets tough. Is it okay to buy a stock like no, no, no. Its a commodity. The ag business isnt strong. I dont want you to do that. I never like to reach for yield. Well, no. Periodically its worth it. I dont want you to do it. Ixnay on that one. The fed is back on the front burner. Depending what it does next week could be another champion or very, very bad. On mad tonight ulta faced an ugly selloff a month ago. Last nights earnings were a thing of beauty. Where should you stand with the stock . Im investigating. That wasnt the only stock winning the season. Im revealing six plays that paid off right into the reports. And then nr g energy fell 56 in 2015. Up big today. Has the utility regained energy . Im taking a look at the rise and then the fall. Cramer . Announcer dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com or give us a call at 1800743cnbc. Head to madmoney. Cnbc. Com. 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 is that ice cream . No, its, uh, breyers gelato indulgences. You really wouldnt like it. Its got caramel and crunchy stuff. I like caramel and crunchy stuff. Breyers gelato indulgences. How could the stock market have been so wrong about ulta salon, the nations largest beauty retailer that roared higher today, up 17 . Hallelujah after reporting a fabulous quarter. I have been a believer in it for ages but a month ago there was a selloff at ulta that took the stock from 181 down to 152 dollars in a matter of days and sent the stock as low as 150 by february 19. How could people have gotten so bearish practically overnight on a company thats clearly doing incredibly well . Initially ulta got slammed as part of a sell off in virtually every high growth stock under in february it was blind sided by an ominous report from the short selling Research Firm which classified the stock as a strong sell. [ sell, sell, sell ] with an 88 price target. Something that led you to think it would be a gigantic downdraft in the name. What was behind the sell call and does it hold water after the tremendous numbers we got last night from ulta. Lets see. Let me give you background. Well dig deeper into what happened. For those of you who dont know, ulta salon has made itself into one of the hottest growth stories out there. Been like that for years. In part by create ing an amazing Shopping Experience that cant beat amazon because they have beauty salons built into the stores along with the retail side of things and they are locations they have already across 48 states. Despite everything ulta has going for it, the stock was derailed by the broader selloff in february as well as by commentary by estee lauder about a promotional holle day season. Essential it was a garden variety pullback where investors were panicked and sold off the winners like ultra. They were raising cash. People wanted to take the money and run. After the stock started rebounding a little bit, preshens Point Research group which i had never heard of before this came out with a brutal 81pages on ulta salon with the really ominous, over the top cover titled high growth retail, its great until its not. Although this report is verbose and seems full of purposefully complicated detail that almost seems designed to fill up space in 81 pages, yeah, the actual argument they made against ulta is simple. It boils down to three points. One, ultas strategy of aggressively growing has brought the company to a point of saturation. In other words, these bears believe there is no room room for growth. Ulta said the long term goal is 874 stores but the report says there was an independent Research Firmle to analyze the store base and concluded that new locations are being opened closer and closer to each other with more stores in less dense and lower income areas. The combination of these factors ulta will experience a dramatic erosion in same store sales growth which is the all important key metric in the Retail Business as we taught you. They predicted cannibalization like they said ulta was the donner party waiting to happen. The second part of the short thesis, they believed ultas management arbitrarily increased the store count guidance from 1,000 to 1200 in june of 2012 to create the illusion of a long runway. They allege ulta did it to pump up the stock before dutching it which seemed like a bold claim. If the real ceiling is 1,000 stores then ulta is closer to saturating the market than wed like to think. Finally the report said wall street is too focused on the headline same store Sales Numbers which they believe masked two crucial things. The fact that traffic growth is which makes them think ulta is bringing in customers by discounting the merchandise and second they point out ulta includes ecommerce in same store sales figures they claim creates an illusory effect. Put it together and you have one big fat nasty hit piece against ulta salon. It was a first class hatchet job. But is it true . Let me go over each item. Has ultale reached the point of saturation . The answer is no way. If this were happening wed notice it in the numbers. Generally when a retailler hits saturation its gradual and you would see a slow down in some of the stores. Thats not the case here. Ulta has been adding a hundred new stores annually for years now and in fact the same store sales and the retail ones not including online have been in 2014 and 10 last year not to mention the 10. 4 number when they shot the lights out last night. If anything, thats a sign of too few stores, not too many. Beyond the numbers i think this argument misunderstands ultas business. Particularly of the salons which bring people in and cause them to spend a lot more money than the typical customer. On last nights Conference Call, fabulous ceo mary dillon said the customers who came in for the salon spend two and a half times as much money as the nonsalon customers. You can only process so many people in the salon which means there could be room for ulta to add new locations than the guys seem to believe. The fact is this is one of the few retailers that cant beat amazon where the new stores are proven to do more good than harm to other locations. Closer stores make it more if your regular person is full. What about that ultas same store sales are about to fall off a cliff . Longterm its probably not unreasonable to expect the company wont be able to i mean, to keep generating these double digit comps is difficult. I wont be surprised if the numbers desell rate eventually. But lately they have been accelerating. Couldnt last nights 12. 5 overall same store sales growth, the best numbers in our retail universe we follow in cramerica. If these short sellers are waiting for a tipping point, i say dont hold your breath. Ultas sales growth in 2016 and management has credibility given the ceo has a long, long track record of underpromising and overdelivering. Upod. As for the idea that the same store sales are misleading, thats bogus. This is a Family Friendly show they saw ecommerce numbers with these numbers as well but ulta is one of the few rae retailers with a successful strategy. Its a positive, not a negative. However the ultimate reputation of the bear thesis came last night when ulta did shoot the lights out with a fabulous top and bottom line beat coupled with strong guidance. Honestly, this was gettable if you watched the show and listened to what ultas ceo has had to say when shes been on the show. Shes been fabulous. Here is the bottom line. Short sellers are just as prone to wishfulle thinking as the longs and this ill advised hit job on ulta salon last month was the ultimate in bearish wishful thinking. The truth is ulta is doing amazingly well f. You listen to the bears you missed a huge move in the stock. In fact, you have been stampeded by the bulls. Tram trampling. There is so much mad money ahead. Wonder whats a stock pickers paradise . I have six plays that really paid off this earnings season. Then the rise and fall in Energy Prices may have left you with a case of whiplash. How is the up and down action impacting companies in the space . Im eye, nrg energy and the move in oil can be traced back to one largele call. Was it on your radar screen . It was on ours. Lets find out. I suggest you stick with cramer uh, hello geico . Yeah, i was just talking about your emergency Roadside Service and how its available 24 7 and then our car overheated. What are the chances . Can you send a tow truck please . Uh, the location . Youre not going to believe this but its um. Its in a tree. I wish i was joking, mate, but its literally stuck in a tree. car horn honking a chainsaw . No, no, all we really need is a tow truck. Geicos emergency Roadside Service is there for you. Ive been on my feel all day. Im bushed yea me too. Excuse me. Coming through ride the gel wave of comfort with dr. Scholls massaging gel insoles. Theyre proven to give you comfort. Which helps you feel more energized. All day long. I want what he has. Pet moments are beautiful, unless you have allergies. Then your eyes may see it differently. Only flonase is approved to relieve both your itchy, watery eyes and congestion. No other nasal allergy spray can say that. Complete allergy relief or incomplete. Let your eyes decide. Flonase changes everything. In a world thats trying to turn you into someone new. One hair color wants to help you keep on being you. Nicen easy. Naturallooking color. That even in sunlight, doesnt look like hair color. Now that earnings season is behind us, i think it is worth taking a look back at what we have learned during the reporting period and what really strikes me is that we have seen an incredible range of results from the retailers in restaurants. Everything from terrible quarters to extremely impressive ones. At least when it comes to retail and restaurants this has become a true stock pickers market. Tonight i want to highlight some of the winners and we all know the losers. Lets learn from the winners, show you where the opportunities can be found. Lets start with retail. Real shockers here. Jcpenney. Home depot is not a shocker. And Urban Outfitters reported much stronger than expected quarters than anyone anticipated. [ applause ] where the expectations had gotten way too low albeit for a good reason. The company had negative earnings for eight quarters in a row. While the consensus called for them to make money, the analysts didnt predict the massive up tick in earnings the company delivered. A gigantic 16 cent earnings beat off a 23cent basis. Thats amazing. Thats why the stock jumped 14 points since that day and the stock has not looked back. It was that impressive. This quarter was a declaration that jcpenneys turn around is for real. Something that can be traced back to the appointment of marvin ellison. Under his remarkable leadership jcpenney is taking back market share from other Department Stores thanks in part to major initiatives in categories like footwear, home goods and a Smart Partnership they have with i think the turn will continue but maybe the easy money has been made. Ellison, you have to come on the show. You did a great job. Next, home depot blew away the numbers in late february. Seven cent earnings beat. Higher than expected revenues. Terrific same store sales. Excellent fouryear guidance. The stock barely budged in response, largely because home depot, i mean, they have such a long track record of delivering great numbers. One more earnings beat was a yawner. Thats ridiculous if you ask me but thats what happened. The company is taking share and taking names. Some were actually upset that managements guidance seemed to indicate that 2016 would be back loaded i trust in home depots ability to underpromise and overdeliver. The stock has a lot more room to run. Im about to buy plants for spring planting there. How about Urban Outfitters which delivered an astonishing quarter no one expected this. After spending ages lost in the wilderness, urban has gotten its groove back. 2015 was a difficult year for them. They learned their lessons and were able to pivot away from apparel which has been weak across the country and towards housewears, beauty producers, intimates which are red hot and shoes which have been on fire. Suddenly the brand is back from the dead. Anthropologie is doing fabulous. Beauty store within a store. Nobody expected them to deliver an actual earnings beat. While same store sales were in negative territory the numbers werent as bad as feared but Urban Outfitters finally understands what the customers want. I would not be surprised if the stock cant go even higher still. Thats retail. What about the restaurants . We have to examine panera bread, dominos and dart. Panera reported a month ago and what do they do right . They delivered a strong bottom line along with 3. 6 same store sales growth. This was gettable because the company has been telling you for two years now about the 2. 0 store renovation plan. As the Company Continues to convert stores to the new format bringing in a lot of additional customers. More tech oriented and the numbers are getting better. I bet its not done going higher. It is a large position in my Charitable Trust which you can follow along by reading at action owners plus. Com. Next up, Dominos Pizza. Gettable. This company has been delivering spectacular results year after year ever since the ceo really started turning things around in 2010. So when dominos supported a five cent earnings beat in late february with higher than expected revenues up 15. 3 year charged same store sales growth up 10. 7 domestically. 8. 6 overseas it shouldnt have been surprising. The comps were so incredible that the stock shot up 13 later that day in response. Dominos is in a league of its own. Its so advanced. They have made it insanely easy to order a pizza via the company. You can go through a terrific app on a smartphone or send me pizza and no cheese. Hold the cheese. I think i just ordered Dominos Pizza for us. Thats my executive producer. Lets talk about dar den, the this past wednesday management forecasts much higher than expected earnings sending the stock surging up 3. 6 in one day. Now darden there. Okay . There she is. All right . Super. Enough, enough. Come back here. Darden is one its like johnny carson. Tarden is one of the most direct beneficiaries of cheaper gasoline prices. Beyond that, this is a major restructuring story. At this point its clear the term is so for real. People keep doubting. Its crazy. Each quarter the earnings get better and management has a gigantic buy back they have put to work when the stock pulls back. What made me feel good is the same store sales growth which to me signals longterm prosperity. The story is in the early stages. With the earnings season now in the Rearview Mirror its clear that you need to pick your spots in the retail and restaurant sector which is spotty. There were a lot of blowups. Jcpenney, home depot, Urban Outfitters, panera bread, dominos and darden. Most of the names have a lot more room to run. I think we should take calls. Larry in massachusetts. Larry. Jim, nice to hear your voice recovering. Its getting there. Its been a challenge. Its been challenging this week. Go ahead. Caller on a vacation seminar to alaska paid for and by your teachings i was amazed to watch a vendor swipe my credit card on her cell phone to complete a purchase. Im not sure where in the hierarchy the stock is square. Thank you for calling. You are consistent and terrific. I thought the call was great. The stock spiked and then it gave it up. I thought that was wrong. I thought it was a good quarter. I believe in square but the action in the stock certainly left me feeling that perhaps im too bullish. They were a mixed bag in the earnings sector. We have so much more mad money ahead. Todays move high, price of oil on the rise. Im circling back to a stock left for dead in 2015. Then its the call that helped fuel todays rally. You may have missed it. Ive got you covered. All your calls, rapid fire and its the freaking weekend so stick with cramer. Choose to move freely. Move free ultra has tripleaction support for your joints, cartilage and bones in one tiny pill. Move free ultra. Get your move on. And now try move free night. The first and only 2in1 joint and sleep supplement. politely wait, wait, wait you cant put it in like that. You have to rinse it first. Thats baked on alfredo. Bakedon . Its never gonna work. Dish issues . Trust your dishwasher with cascade platinum. It powers. Through. Your toughest stuckon food. Better than finish. With the market continuing to roar higher and the price of im talking about nrg energy. With sizable alternative energy. The stock managed to lose 56 of its value last year. You dont see that kind of decline in the state utilities stock. They are slow, steady businesses. Nrgs stock stalled out at the same time as nrg prices peaked and it spend months in free fall. The stock made a return with nrg rebounding which begs the question, does it make sense to start buying the stock once again or is the story here as broken as the stock was. Okay. The thing about nrg is its this company is one of the first utilities to invest in Renewable Energy. In order to diversify fossil fuels. Nrg spent money building out the renewable infrastructure, especially solar. Back when the prices of coal and oil and natural gas were higher than they are today. For a while it seemed nrg totally reinvented the Renewable Energy business as the company would establish longterm contracts that would ensure that they wouldle make a decent return on investment in various Renewable Power sources. Thats not the only area where nrg spent money. In 2009 the company made acquisitions in the retail side of the utility business, growing the Power Distribution side. In 2012 they bought genon energy for 1. 7 billion dollars. The deal gave them more exposure to california and the northeast. For years we talked about nrgs visionary utility that was miles terms of embracing the future. But remember, the whole time they were pouring money into renubls, oil and gas prices were higher than they are now. As long as Energy Prices were high, nrg stock rallied. Once oil and natural gas started to go down, nrg tumbled. The stock peaked at 38 in june of 2014. Not coincidentally, aaround the time oil peaked. Why did it get killed with falling Energy Prices . The you till should be agnostic about it. They buy coal and natural gas. They dont mine it out of the ground themselves. Nrg made itself unique thanks to the Renewable Energy investments in solar and wind power. Renewables perform much worse when fossil fuels are cheaper. They are competing against fossil fuels. Paying up for solar panels is a different proposition on oil at 100 a barrel versus less than 40. In the fall of 2014 nrg initiative where the company reorganized all the business under the nrg home, nrg business and nrg renew umbrellas. This was supposed to be a positive. A way to highlight how the company could bring out value by breaking itself up. All it ended up doing was to confuse investors, make it difficult to understand what they owned was nrg a regular utility, an alternative energy play. A hybrid. Shareholders didnt like what they were seeing here. Renubl energy fuelled nrgs rise. Once it went out of style on wall street it drove the stock lower. However even in december 2014 after oil and natural gas declined dramatically, nrgs ceo still came on mad money and said he expects people to talk about nrg within the residential solar space, sometime in the near future. Also remarked they were a company in transition from a fossil fuel pass to a part fossil fuel, part clean energy mmhmm. But that was not what the stock market wanted to hear. The stock continued to fall despite news from the company. Nrg reported strong quarters but it didnt seem to matter as the company had taken on too much wind and solar exposure and investors were concerned they were sinking too much cash into the alternative Energy Projects with not enough results. Shareholders started clamoring for a better plan for nrg about how to balance the renewable investments with the traditional power plant business. Then last june, oh, boy, the wall street journal ran a story saying one of the Solar Projects was dramatically under shooting targets facing serious execution problems. Again, thats not what the market wanted to hear, given how much nrg shelled out for a business that had become hated once Energy Prices began to plummet. Nrg reset plan. Basically this was a Major Corporate restructuringing that would spin off the clean Energy Business as a separate company. Late 2015 was not a great time to spin off the alternative energy play. Stock tumbled 6 on the day the news came out. This 180 from Energy Management less than a year before they couldnt stop talking about the clean energy future. Totally under mined Investor Trust in the company. It was a huge about face that made the executives here seem clueless. Apparently the board of directors agreed. It was announced david crane will be stepping down as ceo. By that point the damage was done. There was an amount of debt and the stock continued to tank. As it became clear they had no idea what to do with the Cheaper Energy environment. Live by renewables, die by renewables. Nrg rebounded in recent weeks along with the price of oil. Massive 80 dividend cut last month to shore up the balance sheet. Where do i come down . Its simple. The bottom line is owning a utility should never be this fraught. You shouldnt need to fret about how the company is doing. How the company is spending its money or whether the dividend will be slashed or why the utility has massive exposure to a business like Renewable Energy thats sensitive to wings in fossil fuel prices. You want a utility, stay away from nrg. Go with American Electric power. Coned and if you want a solar play, buy one that makes fortunes doing it. Buy first solar. They are the best in the business. Mad money is back after the break. I switched to geico and got more. More savings on Car Insurance . Yeah brofessor, and more. Like renters insurance. More ways to save. Thats not all, brotein shake. Geico has motorcycle and rv insurance, too. Oh, thats a lot more. Oh yeah, im all about more, teddy brosevelt. Geico. Expect great savings and a whole lot more. Working on my feet all day gave me pain here. In my knees. But now, i step on this machine and get my number which matches my dr. Scholls custom fit orthotic inserts. Now i get immediate relief from my foot pain. My knee pain. Find a machine at drscholls. Com jill and kate use the same dishwasher. Same detergent. But only jill ends up with wet, spotty glasses. Kate adds finish jetdry with five power actions that dry dishes and prevent spots and film, so all thats left is the shine. 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 ahead of time. I tell you whether to buy or sell. When you hear this sound [ buzzer ] then the lightning round is over. Are you ready, skeedaddy . Time for the lightning round on cramers mad money. Joe in minnesota, joe. Caller first time caller. I want to know if i should buy, sell or hold cummins. I love the company so much. I will ask for your pullback back under a hundred before you pull the trigger. Lets go to sergio in florida. Sergio. Caller booyah, cramer. Twitter is a long term buy. I have a small position in the Charitable Trust. Im not seeing growth there. Longer term, someone will figure something out. William in florida. William. Caller thanks for having me on. I want to know what you thought of royal dutch shell. I would rather have a go ats oxidental. We are not done yet. Betsy in california. Betsy. Caller my stock is ringcentral. No news from the company and whats going on . I have to do an investigation. I hate it but thats the way it marks. That, ladies and gentlemen, is the conclusion of the lightning round. Announcer the lightning round is sponsored by td ameritrade. Booyah thank you. Im feeling a little better, thank you for asking. Whats up . Great show and great staff. Youre very kind. My staffs bringing me this tea in the middle of the show, so i can continue to do it. [ slurp ] shout out to my family, i love you. I love your family, too. Massive shout out. But i cant really shout, because when i do, my voice cracks. [ slurp ] i wear haynes brand tshirts. A little, tmi. Tmi. I could show you the other haynes brands. [ scream ] well, you know what, i could just all right. Nevermind. I wear them to work everyday. Take my word for it. Its a surprising, all right. Nice tie, you know, kind of making it like you cant see the tshirt. Just consider how hard campbells soup, General Mills themselves as natural and organic. Good . Ooh well, this is going to be very confusing. This is not your parents campbells soup. Youre getting i told you the show was interactive. The prompter is locked. The prompter froze. Look like this. Feel like this. Look like this. Feel like this. With dreamwalk insoles, turn shoes that can be a pain into comfortable ones. Their soft cushioning support means you can look like this. And feel like this. Dreamwalk. Man sternly where do you think youre going . Mr. Mucus to work, with you. Its taco tuesday. Man youre not coming. 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. Lets end this in our house, imagination runs wild. But at my table, i keep the food real. Like country crocks recipe made with real simple ingredients. And no artificial flavors or preservatives. Real Country Fresh taste from real ingredients. Welcome to crock country. In a world thats trying to turn you into someone new. One hair color wants to help you keep on being you. Nicen easy. Naturallooking color. That even in sunlight, doesnt look like hair color. Seems like weve hit a road block. That reminds me. Anyone have occasional constipation, diarrhea. Gas, bloating . Yes one Phillips Colon Health probiotic cap each day helps defend against occasional digestive issues. With three types of good bacteria. Live the regular life. Should we call this the great Goldman Sachs oil rally . Hallelujah thats a reasonable call. Why . This morning when goldman raised the low end of the predictive range for oil from 20 to 25 it signalled to me maybe the credit crunch for oil and oilrelated entities had at last perhaps abated. Why not . If any oil company can access the equity markets for cash and demand is picked up for gasoline as appears to be the case and we know so many projects have been cancelled that Oil Production is likely to decline next year this the simple truth is that bank of america, jpmorgan and wells fargo have become targets of short sellers when they revealed the considerable expo sure to the oil patch and financials can bring down any market with their weakness. In other words, no matter how much darden, six flags, Dollar General or mcdonalds may benefit from lower oil and gasoline, the big increase in bad loans from the big three banks at the same time the fed cant raise rates because of Prospective Oil related credit kruchblg was too much for this market to other come. Thats why todays rally has more staying power as opposed to the rally we had yesterday based on the false carry over from europe. Of course if you are a guy like james bullard, smart fell. Fed vote ing member. You may have to rethink your newfound dovish analysis. Thats the price the stock market will have to pay for the end of worries about a credit the rock of a fed rate hike is better than the hard place of hundreds of billions in oil credit losses. Including perhaps at least 150 billion from the big banks. Consider a potential rate hike is a Necessary Evil for the moment. Fed i still think is too hawkish. We have been buyingle schlumberger for my Charitable Trust. We like schlumberger because it is already doing well despite the design in stock. Speculators may want to gravitate to the oils that have said they dont need financing. Namely anadarko or how about beaten down ones that may spring back if they have to raise cash. Here im thinking about Whiting Petroleum or wpx. Those are for only real risk taking speculators. Biggest most correct bear says perhaps the bottom has been put in, thats good enough to spark a rally so the largest real worry out there gets taken off the table. Thats a recipe for higher stock prices at least until oil gets so expensive we need to start cutting numbers for the companies that use too much of it. Stick with cramer. Someones hacked all our technology. Technology. Say, have you seen all the Amazing Technology in geicos mobile app . Mobile app . Look. Electronic id cards, emergency Roadside Service, i can even submit a claim. Wow. Yep, geicos mobile app works like a charm. Geico. Expect great savings and a whole lot more. Look like this. Feel like this. Look like this. Feel like this. With dreamwalk insoles, turn shoes that can be a pain you can look like this. And feel like this. Dreamwalk. Lets get these dayquil liquid gels and go. But these liquid gels are new. Mucinex fastmax. Its the same difference. This one is max strength and fights mucus. Mucinex fastmax. The only branded cold and flu liquid gel and fights mucus. It is amazing that this whole rally can be ascribed to a rally in oil. But its true. So weve got to keep track of that. Congratulations to the team at ultale for what became the single best retail performance so far in 2016. Ive got to tell you i think the stock is not done going higher. I like to say there is always a bull market somewhere. I promise to find it for you on mad money. I will see you monday we are straddled. Narrator tonight on 1st look, its time for some high impact exercise. We get pumped up with tom schwartz from vanderpump rules. Oh, [bleep]. I want my mom. Narrator and skip the gym to climb with the winner of american ninja warrior. Were not worthy. Narrator and discover the coolest ways to get fit. Its burning. It is burning. Narrator all starting right now. Im stuck narrator working out can get a little tedious the same exercises, the same gym, same routine. Snooze. Well, tonight, its time to break out of the box, test my limit, try something new