Maybe even from the last one. Thats my addition to it. Man who recognizes the facts have changed and thus he needs to change his mind, too. That level of flexibility is a good send, a tip to the hat to mr. Bullard. Second, the dollar, the bane of so Many Companies existence has ceased to climb relentlessly against the basket of currencies i follow. Sure, its roared again versus that venezuelan currency where a dollar buys you ten bolivars instead of six. Woe to the companies that have made big bet there is. Venezuela, like brazil, just keeps getting worse. And we know were still flirting with danger when it comes to oil. The price of crude has been able to hold steadily at around 30 of late, i want to talk about a deal between the saudis and russians not to pump everybody more than they are doing if iraq down but they have pledged to pump more, not less so who knows how there can be a deal. Meanwhile, rusty brazil, my energy expert, remember i brought him on, author of the best selling domino effect reports not only is the gulf of Mexico Oil Production about to rise this year over last year because of wells that are finally coming online but the heavy oil out of those canadian tar sands, its now flowing in the states. Unbelievable. The cost to bring that gunk in from up there to the market, in many cases after transport costs, theyre selling this stuff at a loss of a couple of dollars per barrel. I mean, come on, you cant make it up that way. On top of that, warm weather has made it so natural gas cant get out of its own way. That adds up to producers being short of capital which is how you can see dvm offering 69 million shares last night at 18. 75. Four months ago stock was at 47. Bargain because initially it was going to be 55 million shares. The company up sized the deal and the stock is still going to a terrific premium. It was up almost a buck from the pricing, you price an oil deal low and they will come. Nevertheless, one of our key boxes of worry, the lack of mergers and acquisitions seems to have been checked by the second largest deal we saw last week. A Chinese Company launched a bid for ingram high crow, that looks like a supermarket tech. That purchase comes on top of a huge bid for adt, the Home Security company by the valueseeking apollo. Listen, you dont get a couple bids for 6 and 7 out of thin air and not think something has changed for the positive. So what has done so well during this Earnings Period that you can take a good hard look and maybe do buying given the circumstances of the pullback . I am enamored of mcdonalds here, off a 1. 40 turn today. Thats right, that stock finally has pulled back. Why not buy this one in . The turn, it is for real and the weaker dollar could only help things. Sure, wendys, we spoke to them last week, burger king firing on all cylinders but we discovered last night but that competitor jackinthebox is feeling the pressure and you have to wonder who else will be felt by mickey ds marketing. By the way, i am as furious at jackinthebox as i am appreciative of panera. Because the former overpromised badly and severely underdelivered while the latter has underperformed and overdelivered. Jack off 12 bucks and change today. Truly hurts, especially since my Charitable Trust bought it in the management and now wrong reassurances but panera has made up for it as you can learn if you follow along with my web site where i play with an open hand filled with both jack agony and panera ecstasy. The mix of stocks we want to buy here. Its down almost six smackers. Thats why its a slight to see them going lower, no one ever says its great things are going lower but you missed this so were getting chances here. Same goes for clorox, that was down 1. 53. We just spoke to the ceo of that last good quarter, remember when we were in service . He reminded us business is good and oil costs are coming down. In the meantime, remember, clorox the is the only large cap consumer Package Goods company that had the foresight to ditch venezuela, literally gave up on the darn place, thank you former ceo. What a brilliant and gutsy decision. Congratulations. How much do you hope cisco comes down . It was only down three cents with the nasdaq down a full percent. This Company Reported an amazingly strong quarter, now its a 15 dl a year buy back and reduced the dividend that it yields 3. 93 . Youre going to be a long term winner, cisco. Maybe the decline allows you to get into honeywell and 3m. The latter nearly 157 is still way off its high of 170 but its doing a remarkable job. Honeywell is pocket change from its 107 peak. Why is it doing so well . One reason is that its benefitting from what truly is a Robust Aerospace cycle. It had been written off by a lot of people. Its being bought by investors who want knowing to do with boeing and its alleged accounting issues. You know my dictum, accounting irregularities equals sell and while i know this principle has kept me out of terrific opportunities for what could be boeing, i have to stick with me whats kept me out of trouble more than let me make money. Why focus on these two . 3m and honeywell have been hammered by a strong dollar. Even as though theyve gotten so much right. Their earnings could get a tail wind instead of a head wind if the dollar stays on a weaker by no means am i slating ge which is 3 yield but any break in oil will allow you to buy that 29 stock at 28. Am i being pennywise . Im sticking with the hope for a downturn that has happened so regularly after this much of a barnburning rally. I say buy, buy, buy, then its sell, sell, sell. How about white wave foods . Remember that old friend. It had been brought down by a competitor as well as worry that natural food is going out of style. But this reported a good quarter, down for the year after those robust results. I love what david said, dr. Aggis about eating well. White wave is eating well. The company reaffirmed the numbers it gave us last week while admitting it hasnt gotten china right yet. I think that means its pure upside given how much better and cheaper plantbased milk would be versus the kind that comes polluted environment. Do cows wear mask there is . How do they eat . They mostly sit and eat. Anyway, heres the bottom line. Now that the rally is petering out, some opportunities are going to start knocking. Instead of saying darn it, i missed it, remember these threeday bursts like weve just had tend to be followed by multiday declines despite terrific improvements in the actual economic backdrop. So get ready and let the bad times roll at least when it comes to stock prices as we let the better times roll with the fundamentals. Dave in california, dave caller booyah, jim, from southern california. Excellent. Caller jim, thanks for taking my call. Id like your opinion on ventis. In 2015 for the reporting they did over 5 billion in Interest Rates and their profits were up by 15 . Based on their earnings report, what else should we know, jim . You know, i actually i dont usually talk about behindthescenes stuff but i sent an email to my staff saying we have to get deb back on, shes the fabulous ceo and chairman of the company and theres been a host of downgrades as if something bad is about to happen and i think the world of her, i wrote about her in get rich carefully. Shell be the one i trust, not analysts so deb come back to the show. How about matt in florida. Matt . Caller booyah, how you doing, cramer . Real well, how about you, partner . Caller fine thanks, ive been watching you for a long time, appreciate the enthusiasm only you can provide. Thank you. Caller my question is on ulta salon. Im a longterm shareholder. I saw your interview with mary so impressed by her that i bought shares and ive been holding ever since. Today Prescience Point came out with a scathing 81page article, i guess, research report, kind of scalding the stock, it was down 7 at the low and recovered someone. Ill let you talk, but what do you think about ulta long term. I saw this. Id never heard of them, i dont have access to the report, i have access to the earnings ulta has had and theyve been spectacular but im be remiss to dismiss the report having not seen it so ill ask the people to send it to me so i can learn what they dont like about ulta, maybe we can have ms. Dillon back on. I want you to be optimistic, roll up your sleeves and go to work. On mad tonight, the Amusement Park operator stock is on the rise. Are you tall enough to get on the wild ride . Get ready for a great adventure when i speak with the ceo of six flags. Then Alliance State is the many of your favorite retailers but its shares have been anything but loyal lately. What happened . Dont miss part one of my rise and fall series. Its garbage day. Im talking Waste Management after earnings just ahead so stick with cramer the decision to ride on and save money. He decided to save money by switching his motorcycle insurance to geico. Theres no shame in saving money. Ride on, ride proud. Geico motorcycle, great rates for great rides. 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. Man sternly where do you think youre going . Mr. Mucus to work, with you. Its taco tuesday. Man youre not coming. Im good all day. [announcer ] mucinex keeps working. Not 4, not 6, but 12 hours. Lets end this 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. It just looks like 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. Your heart loves omega3s. But the omega3s in fish oil differ from megared krill oil. Unlike fish oil, megared is easily absorbed by your body. Megared. I want consistency and yield. I suggest you think about six flags. Heres a company that is the largest theme park operator in the nation and its no longer just a summer story. Its no wonder when six flags reported the Winter Quarter they earned two cents a share when wall street was looking for a three cent loss. Revenues were up 18 year over year. Six flags saw a 22 increase in attendance. Thats huge at these levels stock gives you a 4. 5 yield. Thats why we want to check in with jim reidanderson, ceo and to be executive chairman and cfo and incoming ceo john duffy. Mr. Reidanderson welcome back and welcome to mad money. I dont like to bury the lead. The last thing you had to say on your conference calls, remember, i remain one of the top investors in the company, im confident our talented team will deliver tremendous results and that you have had an eightfold increase since the day you started. So congratulations. Thank you, jim. And you will be staying on and still have an office and be able to help john, not that you need it but youll be. There john needs very little help, hes an amazing executive. I am staying on, ill be the executive chairman with a focus on bigger strategic issues, including governance of the company and mna and areas like that. I have to tell you, jim, after our sixth record year and were set up for what i think will be a seventh record, this is a great time to be able to hand over leadership to an amazing person john duffy and marshall well go to you, you had a great moment on the conference call, you said when we were talking about how the company does, its not just july and august, you were answering one question, you said i had to visit great adventure during holiday in the park. It was 30 degrees and the park was packed. How is that possible . Weve made substantial investments in both our fright fest offering in october and our holiday in the park offerings in december. And, jim, thats one of the reasons why, you know, now if you think about the fourth quarter, years ago it used to be part of the off season. Now its a major contributor to our financial performance. As a matter of fact, just five years ago it was a quarter that generated a loss and now we just generated 62 million with five million in attendance which is roughly 20 of our overall attendance for the year. So its been a great performance and we continue to invest in both those franchises, particularly in holiday in the park where well open it to even more parks going forward. Levered at this point to your past but also to new rides and your excellent presentation, best is coming in 2016, six flags new england, they all seem to have a refresher that is very exciting stuff and thats the fulcrum of your numbers. Thats absolutely correct. For us its all about innovation and having something new and exciting that you can go out and market at every single one of our parks and thats what the strategy we put in place for a few years now and i can tell you that 2015 was a phenomenal year in terms of our new Product Offerings but 2016 is our best yet. As a matter of fact, its the best product lineup that weve had in a decade. Is that because its the scariest . The most difficult . Because i know that the ones ive been on are so scary but may kids dont regard them that way. What is the twist . Some are for little kids. Its a balance. Its some very exciting roller coasters, thrill rides but also family rides. So for us its a nice balance attendance is teens and 50 is families. So we want to make sure it stays balance so we continue to keep guests happy and coming back to the park. You came up with the idea of the pass which gives you the great cash flow and that also leads to some more spending in in the parks, these are going in the right direction. They are absolutely going in the right direction. Weve seen tremendous growth in our active pass base, both season pass holders, members. John was proudly telling everyone that this morning that our active pass base was up 26 at year end. Very strong, building on the best product lineup in our history, jim. Definitely true. John, youve made no bones about it, although you know i feel otherwise, that its not a play on cheap gasoline. At the same time, you are 80 miles from my house and i know that if it costs half as much to i get to the park. So theres obviously a spare change prospect. Its not what you base the story on, though. Thats correct. Weve looked at Historical Data around gas trends and gas prices and the correlation with attendance and approximately 80 of our attendance comes from within 100 miles of our park. But, jim, youre absolutely right. It puts more money in peoples pocket so when they come to the park theyre sending a little bit more and thats obviously helped us in terms of our the guest spending within the park. Last question i want to give to you, jim. Fall and winter. How did you know it would work . When i first heard about it i said, geez, its chilly and cold, i dont know if i want to do it. How did you know . In many cases, its a matter of belief and i think we have the best team in the industry, that we had a franchise in fright fest, which is the halloween event, that we could build on and we have gone through the roof there. And the view we could take it further using our active passes to be able to expand into holiday in the park or christmas events. And that has been amazing, just amazing and it will continue to grow, i feel very strongly about. That i want to congratulate you on the incredible run youve had. John, i wish you the best, you know i care tremendously about what you have done. Thats jim reidanderson, six flags ceo, now named executive chairman, and john duffy, cfo, the incoming ceo. Stay with six flag, stay with cramer. Coming up, the market has a fever and the only prescription are for the stocks that it once hated. Dont miss cramers take on the ones that have been knocked down but are not out. Just ahead. Pet moments are beautiful, unless you have allergies. Then your eyes may see it differently. Only flonase is approved to relieve both itchy, watery eyes and congestion. When we breathe in allergens our bodies react by over producing six key inflammatory substances that cause our symptoms. Most allergy pills only control one substance. Flonase controls six. And six is greater than one. Complete allergy relief or incomplete. Let your eyes decide. Flonase. 61 changes everything. 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. Shoulders dont just carry pads. They carry your fans passions, hopes, and dreams because shoulders were made for greatness. Not dandruff 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. Stocks are now well off their all time highs. Many of which were set in the first half of 2015. This downturn has effectively broken many formerly enticing Growth Stocks that were so loved. So how bad has the carnage been on an individual Company Level . Over the next couple weeks we plan to look at the most notable present moment. Stocks that had soared, soared higher only to be viciously crushed and humbled by the recent selloff. And if were talking about broken stocks, its worth starting with Alliance Data systems, ads. The company that works behind the scenes to power credit cards that customize marketing Loyalty Programs for retailers. For years air, lines data systems was the markets golden boy, the company could seemingly do no wrong with a classic growth stock that just kept roaring inexorably higher. From the beginning of 2009 through the peak last spring, Alliance Data stock gave you an astounding 570 rally. It started trading sideways then pulled back. There was a brief period last fall where it seemed the stock had found its footing but by some time before 2016 began, well, the darn thing just collapsed, including an epic 20 decline in a single session just last month and Alliance Data has now fallen from 276 at the end of december down to 198 as of thats less than two months later. So what went wrong here . Before we can understand the decline and fall of Alliance Data systems, admittedly not as exciting as the decline and fall of the roman empire, good read, we need to understand what made this stock a perennial winner in the first place before everything fell apart. Lets start with the rise of Alliance Data systems. This incredibly multiyear run began with the companys appointment of its current ceo who has been on the show. This was during the depths of the great recession. This guy oversaw an incredible period of growth for alliance as retailers embraced the loyalty card model in droves. They also made a series of smart acquisitions in 2011 and 2012 giving them more exposure to private label credit cards, big all told, this led to a period of accelerated Revenue Growth or arg, for Alliance Data. And Money Managers cant get enough of stocks with arg. Fast forward to 2014, the company made a pair of acquisitions that wall street was initially bullish about, buying brand loyalty and more important conversant, an Advertising Technology company. By the end of 2014 the wisdom was that alliance would have rip roaring growth for a long time to come, especially when the Company Provided by for some very bullish initial guidance for 2015. Management forecast a tremendous 25 Revenue Growth. Wow, the market loved that. By the time begot to february of last year, Alliance Data was revising their forecast data lower. But only because of currency issues related to the super freaking strong dollar and at the Time Companies were given a pass right at that moment for currencyrelated weakness. By the time we get to Alliance Datas peak last april, things still looked pretty darn good very strong First Quarter and even though the valuation was getting a nose bleed around 20 times earning there simply wasnt much to worry about as the stocks stalled out and traded sideways basically from may through july. Sounded like a consolidation move, right . If you want to identify the moment where the fall of Alliance Data began, it was late last july when the Company Reported its secondquarter results. The numbers were solid. Even though ads missed wall streets revenue estimates, they delivered nice earnings. What really killed the stock was the fact that the guidance was mixed. Management gave you a pretty pessimistic the fourth quarter, at the same time their card business was down 15 . And while this is the smallest of the three maybe divisions, other segments were doing fine. But it was a shocking decline. The stocks spent the next couple of months in purgatory in part out of style, that was in august and september. But then they rebounded along with so many other stocks in fourth quarter. Many analysts defended the name but when the Company Reported again in october the results were straight up positive and even though guidance for 2016 came in below what investors were looking for, it wasnt bad enough to derail the bullish narrative. But after peaking again in early november, Alliance Data pretty much spent the rest of 2015 slowly drifting lower, stock ending the year at 275, which brings us to 2016. During the second half of last year, we started to see the cracks appear in the story, but by the time the new year rolled around, the barbarians were at the gates and the fall of Alliance Data systems was truly at hand. When 2016 began, the stock fell about 10 the first four weeks along with the group selloff with the rest of the market. Then the Company Reported at the end of january and while the results were mixed, they werent awful. However, whats more important the next quarter was particularly weak and the guidance is what matters here which is how Alliance Data could lose an astounding 19. 4 of its value in a single session. And over the next two weeks, the stock sank another 10 . Now that was a pretty extreme move. But lets consider some of the costs, first, when Alliance Data misses revenue projections, that resulted in a four year revenue miss for 2015. In other words, the company missed numbers that had been forecasting since february of last year, uhuh, we dont like that. Further more, the Revenue Growth for 2015 came in at 21 , that sounds good, right . It was deceleration what from what we saw the year before. Remember Money Managers loved Alliance Data for its accelerating Revenue Growth and when thats gone, shareholders leave, too. At this point, Alliance Data has developed a bit of a credibility problem which makes it harder for investors to believe the companys seemingly solid full year forecast for 2016. Management is saying they expect to earn 17 this year. But theyll only bring in 3. 83 in the First Quarter. That works out if you do the annualize. So its hard to take that forecast on faith even as the guidance represents a real deceleration down to 10. 8 growth. That makes it a different kind of story and it aint a highgrowth story. So where do we go go from here . Thats what matters in mad money, thats what matters in cramerica. The stock has come roaring back, first during the rally over the previous three days then up another 2 on the news today, just today, that Alliance Data doubled its buyback by 500 million, thats 12 of its market cap. Now im intrigued. While this story isnt red hot like it used to be, the recent weakness needs to be viewed as a buying opportunity, especially since the company will be in there buying stock with you. Even though the growth has slowed, the fact is Alliance Data trades at just ten times next years earnings estimates, i would pay ten times earnings for a company with 10 growth even if you believe management has completely lost much of its credibility and the guidance for 2016 is too hot. Heres the bottom line, no matter how cheap Alliance Data goes back to Growth Stocks and it will hate Alliance Data, too, be careful, nevertheless, the company is benefitting from a host of major secular Growth Trends like the rise of big data, customized marking hand its too cheap to ignore. This stock may have been humbled by the recent selloff but the story, while not perfect, is sound enough to be worth investing in as long as you remember to be patient after a 20point move up and buy it on the way down. Data. Jeanette in new york. Jeanette. Caller i need some advice, jim. You are my guru about palo alto networks. It went down 7 today and roughly 20 the last few weeks. I called my broker asktoask her what to do and she said she can find no reason for it so you, my guru, tell me whether i should hold, buy, wait, or should i just watch . Okay, thank you for calling me your guru, i hope i live up there was no doubt today it was one of these kind of notes that said palo alto isnt doing good, i didnt know the research firm. We spoke with the ceo when we were in san francisco. The company is doing well but the market doesnt like certain high Growth Stocks and thats one that it doesnt, either. Where would you buy it . I think you said the right thing, maybe we have to wait. I think the quarter will be good, but you know what . Right now good quarters arent enough to move good stuck. Alliance days story isnt completely over, its not perfect but it still sounds like enough. Be patient and buy it on the way down. The decline and the fall may have finally gotten overdone. Much more mad money ahead. Is it trash day already . Waste management has been cleaning up the town for decades. Whats in store for the companys future. Ill talk with the ceo. Apple is front and center on my stock screen, but maybe not for the reasons you think. A storm is coming, your calls, rapid fire, tonights edition of the lightning round so stick with cramer i think we shouldve taken a left at the river. Tarzan know where tarzan go tarzan does not know where tarzan go. Hey, excuse me, do you know where the waterfall is . Waterfall . No, me tarzan, king of jungle. Why dont you want to just ask somebody . If youre a couple, you fight over directions. Its what you do. If you want to save fifteen percent or more on car insurance, you switch to geico. Oh ohhhhh its what you do. Ohhhhhh do you have to do that right in my ear . Get ready to show your roots with roots touchup from nicen easy. Seamlessly blends with leading shades, even salon shades in just 10 minutes. For natural looking color as real as you are. Show the world your roots 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. They say when mr. Clean saw all the Different Things his new smart phone does. It reminded him of his magic eraser. Its not just for marks on walls. Its tough on kitchen grease. And bathroom grime too. Hes your. We know the market can be day to day volatile, difficult, even for the amazing threeday run that ended yesterday. Thats why its worth searching for highquality stocks that showed us they could transcend the downward pull of the averages during the big selloff. Which bricks me to one that really did and thats Waste Management, wm. Collection recycling company in america. Stock is up 9 since we last spoke to the ceo of late july in last year. No small feat, s p 500 is down. Waste management reported this morning the company missed on the top line but it did report a nice threecent earnings on the bottom 68 cent basis, plus the fullyear guidance was very solid. Waste management give you 6. 5 dividend boost, you know how much we love that. Its yields back to 3 because it raised the dividend not because the stock went down. Stock is less than a point off its highs. Can it keep climbing . Lets look with david steiner, president and ceo of Waste Management and learn more about the quarter and where the company is headed. Mr. Steiner, welcome back to mad money. Hi, jim, thanks for having me. I thought this call was really a quintessential steady as she goes. Kind of going your way in terms of actual trash collection when it comes to industrial and yeah, no doubt about it. You know, were really liking the sweet spot with the economy right now. Everythings clicking. We got the right team in place. Place. Now if we can get help from those recycled Commodity Markets everything will be clicking on all cylinders. In the meantime, the rest of the business is performing well. One of the things you have that most companies would love, you had a better labor shortage because freeing up by the oil patch actually worked in your direction. No doubt about it. Anyone that wants to pick up waste has to have a truck and a driver and, you know, having the truck capital actually favors the Bigger Companies that have access to capital but Everyone Needs access to those drivers and weve worked hard to make that a competitive advantage, by offering great benefits, by offering great working conditions. Weve tried to make getting being able to get drivers a competitive advantage and thats whats happening in this market. Were better able to get drivers than our competition and that helps us pick up more waste and grow the top line. I want to talk about recycling. I know a lot of the actual end product is weaker, but in other countries, youre in germany, you recycle wrong, its not a crime but the penalties are so great that you recycle right. Seems like theres two problems, one is that what you end up with is not worth as much as it used to, but second, these contract, in our country you look at whats recycled, it goes into a blue box and thiss trash all over the place. If they made it so that it was illegal to put certain bottles and certain bins, would you have a Good Business . Oh, absolutely no doubt about it. Thats what were working with our customers to. Do you have two sides. You have what you can sell the commodities for but on the other side, what it costs to collect it and process it. The more waste that gets mixed in, the more it costs us to process it. So if our customers can help us to keep that garbage out so its easier for us to process, its cheaper to process it and we can do more recycling because we can make it a profitable stand alone business. So were working with customers to do just that. How can we get cleaner materials that can make money for us and make money for our customers and actual trash police, so to speak, like they have in europe, to make it so people take it seriously . Absolutely. And it really is a big cultural shift and there are some places in the United States where theyve done that. Wed like to see that done more often, what we call recycle often but recycle right. I think people would favor that because a lot of people want to be good at this stuff. Churn came up as being fabulous for you. And yet people dont think of churn as something that happens in the waste business. So tell our viewers why it matters. Sure. Well, you know, every time we lose a customer, we lose that profitability that comes to the bottom line. This tone replace that customer you have sales costs and different costs to bring customers on board so every time we can keep a customer, were making money on that customer. Were really sort of like an annuity policy with our customers. Most customers are staying with us seven to ten years so keeping those customers is paramount. How do you keep them with good service. Thats what we saw this quarter. That is structural, Companies Going out of business. But the 9 churn rate is the lowest since 2002 and we didnt use prices to keep those customers. Our rollbacks improved in 2015. So were keeping the customers in the right way, by providing excellent service. That may be one of the secrets about why youve become so automatic in terms of these dividend boosts. Yeah. Well, you know, you know, jim, that first and foremost we are a cashgenerating machine and thats what we owe to our shareholders so we generated 1. 41 billion in cash in 2015. Were saying in 2016 it will be 1. 5 billion to 1. 6 billion and in the past weve always said come heck or high water well generate 1. 2 to 1. 3 billion in cash. We now say under any circumstances were going to generate at least 1. 4 billion in free cash. Thats a nice step up for us and we hope to step it up even more. One last question. I found curious, im from pennsylvania originally, that you talk about transportation landfills can be further away. There were a lot of landfills near where i used to live. I guess new york landfill more expensive even though you own a lot of them versus where if you have lower fuel costs you can take them to someplace cheaper . Yeah. So when youre getting rid of waste theres two costs, the cost to dispose at the landfill and the cost to get it to the landfill. So as the price to get it to the landfill goes down, you know, were able to move it further distances, we happen to have the biggest landfill system in the entire country and so as fuel prices come down it allows us to stretch out that landfill system so definitely good for us and, you know, obviously as a Transportation Company low fuel is good and then as an American Business low fuel prices are good for the american economy. Now, look, theres a bigger segment than there used to be where its not good, the energy segment, were located in houston so you can see some of that but overall low fuel prices consumers pockets in the United States and longterm thats good for the United States. Well, youve been consistent, your stock has done fabulously, i know a lot of people have bought it off of how cogent you make the story. David steiner, president and ceo of Waste Management, thank you so much for coming back on mad money. Thank you, jim. Heres one of the stocks you hope goes down so you can buy it. Its so consistent it is like clockwork. I love that, mad money is back after the break. Time to get your ducks in a row. To learn about medicare, and the options you have. You see, medicare doesnt cover everything only about 80 of your part b medical expenses. The rest is up to you. So if 65 is around the corner, think about an aarp Medicare Supplement insurance plan, insured by unitedhealthcare insurance company. Like all standardized Medicare Supplement insurance plans, they help cover some of what medicare doesnt pay. So dont wait. Call to request your free decision guide. And gather the information now to help you choose a plan later. These types of plans let you pick any doctor or hospital that takes medicare patients. And theres a range of plans to choose from, depending on you needs and your budget. So if youre turning 65 soon, call now and get started. Because the time to think about tomorrow. Is today. Its time for the lightning round. Time for the lightning round. Lets start with david in illinois. Dave . Caller dr. Cramer, am general, buy, hold or claim . I like amgen. Its political situation where everybody hates biotechs, im not hating on them. Joel in north carolina, joel . Caller a big booyah. I want to know what your thoughts are on lpl financial. I have to look into them again. When i see that 5 yield on a Technology Company i do get concerned. Let me do some home work. Bob in montana, bob . Yo, robert, whats up . Caller booyah from montana. Nice. Caller my stock is cell dex therapeutics. They have taken this one to the woodshed. Its incredible. If you want to like a speculative stock, this is probably a good one to get killed celldex. Lets go to gene in tennessee, gene . Caller booyah, jim, love the show. Got Omega Health Care investors, solid concern. I am concerned about the Health Care Real Estate investment trust, theyve been breaking down, i need more information on what the ceo comes on. I was speaking with a Real Estate Investment trust say being careful health care trusts. I have to be careful. Lets go to seth in florida. Seth. Caller booyah, jim, from the Sunshine State and thanks to you and your staff for making us collectively billions. Were trying. Wow, thats nice. Caller thank you, you and your stuff. My stock today is November Alpha tango, nordic american transport. Look, the stock dropped too much after that quarter which was not a bad quarter, it does yield. It has a nice high yield of 13 and we had the owner on cnbc and he told a good story but in the end this is a wild rider. Because there is a demand for his tankers. Linda in texas. Linda . Caller love the show. Thank you. Caller tso. Were not recommending any refinery stocks, period, end of story. Dave in illinois. David . Caller jim, booyah from chicago. Excellent. Love you, love the show. Ive been following you since forever. You being the Michael Jordan of wall street, i know youve been bullish in november and december and i just wanted to see what is your recommendation as of these prices. I was right fitbit, i told you to get in, told you to get out and told you to get back in again and i have been dead wrong but i think when fit fit reports it will be a good quarter and james park wont let us down. Dr. David aggis agrees. The lightning round im going to share a photo of my eggo waffle when it pops up. Thats so interesting honey because im going to share a photo of my eggo waffle when it pops up. Leggo my eggo leggo my eggo answering machine hey leave a message. Hi, i know youre there, cause i can see you. Im calling you to tell you to leggo my eggo anncr some things are too delicious to share. Golden crispy, warm and fluffy eggo waffles. Leggo my eggo. 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. Bayer aspirin. Your heart loves omega3s. But the omega3s in fish oil differ from megared krill oil. By your body. Megared. The difference is easy to absorb. 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 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. You can collect rainwater to shower with, but there are easier ways to go green. Like taking shorter showers, which conserves water and lowers your bill. Youll sing long ballads in the rain and short ditties in the shower. Does value matter all of a sudden . This is a market that has endless disdain for lowvalued stocks. Its mantra has been sure, sure theyre cheap, but so what . However, the markets suddenly take, for example, the muchmaligned airlines. These stocks have been selling at pricetoearnings multiples that are equivalent of roughly half the value of the average stock. Now, it is is true each airline has issues, southwest might be hurt. Last week steve holmes, the ceo of windham worldwide told us his texas business is in severe decline because of the crash in oil and gas. But southwest doing fabulously, delta and america have the zika virus and strong dollar going against them. But people are willing to overlook these negatives now that it seems oil will stay lower longer, we have been the russia saudi promise not to pump more oil if iran and iraq agree to limit production. I dont think the latter two will play ball which makes the airlines a good bet here given that jet fuel is the biggest expense, especially now that the dollar is getting weaker. I like the group here. I know you dont want to hear about cummings and emerson, two deep cyclicals that seem to have but both are starting to talk about a return to growth. Each yields around 4 , i like that. Yes cummins has rallied but if im right about an impending pullback, this engine maker could be a value play. Cummins traded 49 higher a little more than a year ago. I would call emerson the deepest of values that are of good industrials because its been beaten down for ages. I look at monthly orders and they seem to have been weak forever but january orders came out today down 5 to 10 . Dont give up, thats an improvement from the 10 to 15 decline in december and thats an harbinger of a good spring from a stock thats rebounded from 41 to 48. Emerson is down from 62 at the highs. And let me give you one other value play that is front and center on my radar screen. Apple apple at 96, down 1. 86 today. It trades at just ten times earnings. The company Just Announced a 12 million bond deal, some of which can be used to buy back stock. At the same time its apple pay feature went live this morning in china where Electronic Payments are far more prevalent than here. I know people have been focused on the rock and hard place that tim cook the ceo finds himself in over the encryption issue. Does he betray his clients to stop terrorist acts or stick to his gunnings have promised privacy is a hallmark of the companys basic existence. . Let the court decide. But you dont need a tort to remember that apple is getting 30 billion in Service Sales a year and if you check your regular apple bills as i do, its a fastgrowing revenue stream. Reminds me of cable. Yeah, thats the Consistent Service dream that Everyone Wants but its just not talked about enough so im talking about it. I bet it becomes a huge part of the companys business in no time and its not reflected in the stock. Its value doppelganger ibm caught an upgrade from Morgan Stanley and soared on a hold to buy more than 5 . Even though a lot of tech was down today. Ibm stock is now valued much more highly than apple because everyone is so worried about apples current cell phone sales. I mean, thats insane. Nono universe should ibm be getting a higher pricetoearnings pull than apple. Lets not forget about the iphone 7 that the ceo of verizon, the ceo of tmobile told me they are so excited about. How about the incredible gains apple could have if the dollar has peaked . Listen to its conference call. Other than ibm, no company i follow has been this hurt by the super strong greenback. If ibm can rally big, what would happen if one of these newfound bears on apple changes his mind. Value is making a comeback. Theres finally some urgency here with stocks that have been caveated with, yeah, cheap but so what . Well, now being replaced by yeah, cheap, so get it before its hot. Thats what may be happening in exactly what it hated just a few short weeks ago. Stick with cramer. My son and i used to watch the red carpet shows on tv now, im walking them. Life is unpredictable 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 head and shoulders. Live flake free for life 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. Ahhh the sweet taste of victory prilosec otc. One pill each morning. I like to say theres always a bull market somewhere and i promise to try to find it for you on mad money. Im jim cramer. See you tomorrow dont worry. I didnt ask if you still love me. Thanks. Gwen stefani makes a little interesting and key word being little. Lights, camera, access. Will the real kanye west please stand up . Welcome to access hollywood. His tantrums have become legendary. Beneath the bravado, you go mad genius, whatever you want to call it, another side that he rarely shows in public. Yesterday, both were on display. Look at that [ bleep ]. They took my [ bleep ] off snl. Kanye lets loose. Page six releases the audio of his tantrum where he reportedly called nbc staffers names, even taking a jab at taylor swift. I aint gonna do this