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The country without Serious Health consequence where does the confidence come from i mean, havent lets see, we adopted universal testing yet . I dont think so we dont have contact tracing. We dont have enough gloves and mask to keep everybody protected. Lucky me yet the markets have an incredibly strong month. Even with todays mild dip, dow slipping 32 points, s p edging 5. 2 , nasdaq climbed 1. 4 , they crushed fang put it out there are we whistling past the graveyard here not so fast. Theres a ton of confidence in the safety net, the one that covers Large Companies even it as it fails to protect a lot of Small Businesses and doesnt do nearly enough for individuals. Remember we dont trade hair salons here. Theres no ticker for diner, no barber shop, gyms, no. We trade Big Companies companies that have more access to funding than i have ever seen in my life courtesy of the Federal Reserve and the Treasury Department who know that the stakes are high. But you also got a lot of hope driving this market. Some of these hopes make more sense than others. First theres the push to reopen the economy. All right. Now, the states are in a real bind right now ideally the federal government would pay people to stay home, but thats not going to happen and without more checks from the feds, people need to be able to go back to work. You cant force people to stay home for months and still expect them to cover the cost of rent and food, electricity, food on the table is not right, you have to let them have a chance. Thats why there is this imperative to reopen as more and more Hospital Systems get a better handle on the pandemic in many cases have lots of empty beds, even icus. Hopefully people will be careful. Hopefully theyll have masks, wear them. Hopefully osha will enforce Workplace Safety both for the workers and also the customersment dont hold your breath on that one i believe many of the governors who want to reopen think of it more of an atrisk quarantine. See, if you know youre in a highrisk category or youre just worried about your health in general, diabetes, asthma, hypertension, you can keep staying home until we have a vaccine as long as you can afford it. But the states cant do anything about that last part they dont have any money. Again, its a tough choice, but i think its justifiable as long as there is enough testing to catch people who may be asymptomatic spreaders, typically super spreaders. Without the testing capacity, i fear that many atrisk people will venture out and get sick and overwhelm the Health Care System like in new york. Were not ramping up fast enough we reopen the economy or have a second great depression. Thats not right thats why you can have a rally in the travel and leisure stocks today or some of the better shopping malls like i told you about, Simon Properties. Its why people keep buying the stocks of lowes and home depot. Consumers are desperate and do real shopping. That will keep going down until it reports after that, people right now want the worst because the worst is open. Of course, not everything can reopen for example, say i ask gary kelly, the c. E. O. Of southwest air, why more people arent flying people ultimately, if theyre going to travel, they need to have something to be able to do when they get there. So disney world needs to open back up. Restaurants need to open back up so you have those kinds of things he is so smart. Some people we really like i know its not about friends. Kelly tells it the way it is as we lift the lockdowns, maybe people start flying again. The stocks are running judging by the performance of stocks today there must be plenty people ready to go back to precovid past times if they would open up. Second, it looks like some governors and possibly even our mercurial president genuinely believe this outbreak is about to run its course. We had a charter say that last week i think its too optimistic. You can argue what happened with the spanish flu in 1919 well, it just ended, right that was good, right, just ended. But there were three distinct ways of the spanish flu before that it looked like it was getting better, then it came back, it got worse. Herd immunity, took roughly a year and a half to do that i hope im wrong, but i think its too soon to bet this thing will end on its own. But i understand that. Thats pure optimism and americans are optimistic people. Interest rates are so low dividends have become incredibly attractive 3m reported far from perfect quarter. Currently yields 3. 73. Same goes for ibm which actually raised its Quarterly Dividend a quarter per share, a real sign of confidence. Ibm pulled back to 116 last week, its now 126. You need income . Ibm glorious, 5 between the fed and the treasury our government is moving heaven and earth to get people back on their feet carnival is visible. On the street, bond offering according to wall street journal, talk about nonessential service, the cruise line said theyre getting heavily booked for next year. Forgiving people the stocks indicate theyre right. The treasury is bouncing checks that meant so much to Small Businesses thank you, mr. Mnuchin the vaccine, we get it sooner than expected . Moderna, johnson and johnson, inovia these are all trying to beat this thing thats a lot of Good Companies if in the interim we can get antivirals to keep us alive and get us out of the hospital quicker with fewer deaths, that justifies opening america for business long term we need a vaccine. That could take a year, two years, because vaccines require testing. Youre testing healthy people. Youre giving them something unhealthy. A year is lightning fast it took two years for polio, five years for ebola it could take two or three i wish the government was coordinating the manhattan project. But it is what it is finally at some point you have to reopen because people wont be able to take the pain right now the lockdown is surprisingly okay with people. I get it as more people run out of money its going to be harder to maintain again, it is what it is. We dont want people to lose their entire life savings. Cash out all their stocks. We need their kids to go back to school i have some reservations other countries have been able to reopen their economies because they have universal frequent testing were doing better on the testing front but were nowhere near where we need to be theyre doing contact tracing. Even Companies Like apple and google have a fantastic plan america has a strain of rugged individuals that is in this particular case counterproductive in a Public Health crisis. Too many of us, they dont want to wear masks. Particularly men look at this this is Vice President pence hes the head of the Coronavirus Task force hes refusing to wear a mask even when hes in the covid ward at the mayo clinic im calling that illadvised yes, mask may not do much to protect you from covid19, but thats not the point it prevents you from infecting other people you can still spread the virus when you have no symptoms. Wear that darn mask outside. It us diddant eliminate the risk when i look at twitter people have a million complaints. Shut up. It reduces it dramatically i hate it, you hate it beats dying. I figured that out on my own do you think we can reopen smoothly the need for distancing will wipe out all sorts of businesses no one is talking about it theres no way to do that properly when the payroll protection money runs out. Movie theaters, concert venues, crowds are a hazard. Lockdown or no lockdown. Nfl i think it plays in front of an e78 ti stadium. Abbott labs testing every player quarantine until they come out of the tunnel to play against their other team its a tv game now bottom line, man, im trying to be an optimist, but im a realist. The stocks running this week are cooped up stocks and theyll do better when we reopen theyll continue to run. Doesnt mean business will be good will Simon Properties make more money or less money when it reopens 49 malls that have been closed on may 1st . Exactly. Marvin in florida, marvin. Caller hi, jim thanks for taking my call. I hope all is well with you. You know, knock wood, it is caller yeah, same here especially in florida. You know, my question today concerns draft king,er king that went public last week. It seems to me many of the criteria you said a stock should have to weather this covid crisis, its a great stayathome stock for sure. Their expansion into Online Casino gambling and Sports Betting provides a safe alternative to the risk of visiting a crowded casino. Their main stay has always been daily Fantasy Sports to keep this Customer Base active until live sports resume, theyve been offering freeentry fantasy contests with cash prizes on a daily basis. Right, right. Look, a bit of a short squeeze its not seasoned enough for me. Seeing double, people say why did you keep me double sure, id like see a little more financial, see what theyre really up to you know, look, long term im bet being on port noy. Wall street has become very optimistic the stock is doing well now. The ones will do bheter when we reopen that continues amazon can still get worse thats okay. Mad money tonight, what does the latest action in the steel stocks think of the overall market ive talking with the c. E. O. After earnings then how has wendys been able to roar the past few wreekz a strong impact with the coronavirus pandemic ill talk to the c. E. O. After earnings stay with cramer announcer dont miss a second of mad money. Follow at jim cramer on twitter. Have a question . Tweet cramer mad tweets send jim an email to madmoney cnbc. Com. Or give us a call at 1800743cnbc ss something head to madmoney. Cnbc. Com. Say hi. A pandemic has the possibility of bringing us together in ways none of us would have been able to expect. Im so small said the mole. Yes said the boy, but you make a huge difference. Swithout even on yoleaving your house. Just keep your phone and switch to xfinity mobile. You can get it by ordering a free sim card online. Once you activate, youll only have to pay for the data you need starting at just 12 a month. There are no term contracts, no activation fees, and no credit check on the first two lines. Get a 50 prepaid card when you switch. Its the most reliable wireless network. And it could save you hundreds. Xfinity mobile. Whats it mean to be by far the best house in a really difficult neighborhood take nucor, the best steel in the world. Unfortunately steel is highly cyclical its hostage to the broader economy. The economy is in bad shape. It reported this morning, surprised doing well, better than expected sales and earnings they gave guidance and updated in march they predicted a loss next quarter, cut their capital expenditure. The stock ended up effectively flat today i think its probably too soon to start buying the cyclicals. Once were close to the end of the downturn, this is the one you need to buy. Lets take a closer look with leon topalian. The new president and c. E. O. To give a better sense of where the company is headed. Welcome to mad money. Thank you, jim. I appreciate you having me tonight. Youre our third c. E. O. , and we loved everybody jeff was terrific. Im close to dan damico you came in in tough circumstances. Whats it like to take over the company in the worst pandemic in 100 years . Well, jim, let me begin with thanking our real heroes on the front lines. Our doctors, nurses, health care professionals, our firefighters, emts like my daughter serving on the front lines to battle this pandemic where is she . Where is your daughter in charlotte. I dont know if they did the flyover there they did the flyover in new york and philadelphia and it was fabulous to salute these people like your daughter you know, jim, its certainly not the envisioned time i envisioned for my first 100 days with this pandemic however, at the end of the day, there are several things i would point to you know about nucor and our culture. We have the greatest Manufacturing Team assembled anywhere in the world. We have the financial strength and discipline to not just survive this pandemic, but thrive on the other side of it i couldnt be more confident in our team and our capabilities weve developed over the years to weather the storm down the road the price has come down what does that mean taking out cost so nucor can stick by your incredible dividend youve always treasured and that our viewers lochl . Look, at the end of the day, the lowcost producer wins nucor has been a lowcost producer in every segment of the markets weve been serving a long time. That will continue regarding the dividend, jim, we looked at it this morning. Weve provided it since i was 5 years old. That will continue when you say the lowest cost producer, i used to talk to dan damico all the time he said unless we have tariffs were not on a level Playing Field and lowest cost production wont matter obviously you think the tariffs are still working. Absolutely. As recent as two weeks ago, the president reinforced the 232 tariffs on steel and aluminum. There are tons of steel continuing to be produced in china. When the world reopens, those tons are going to look to find a home somewhere, including the United States. We need comprehensive fair trade. 232 is part of that lever. You do say you think the market, and im quoting, the market will bottom in the second quarter. You have that level of conviction we do at this point, jim but the other side of that is also to approach some of our Capital Spending and our future with a very disciplined approach weve taken a pause on some of the Capital Spending were looking at, but our construction segment which is 50 of nucors overall business continues to be very resilient in current environment. So we are optimistic well see the bottom in q2 and move out of that as we enter the third and fourth quarters. There is one of the orders that you have when i would speak with your previous two predecessors, is one that we were always worried would go to china. Military Defense Applications including two Aircraft Carriers being built for the u. S. Navy. Isnt it true that if we did not have some sort of level Playing Field, we could envision a world where u. S. Navy Aircraft Carrier was made with chinese steel that may not be good mnuchin when faced with an opponent i couldnt agree with you more yes is the short answer. Jim, im still proud of our teams across nucor that are supplying that steel to the two Aircraft Carriers for military and defense. But you strike something that we need to think about as americans. I think this pandemic will cause the American People to look at the supply and over dependence on china not just manufacturing and steel, but in pharma, medical device, in our p. P. E we have got to become a nation that builds and makes things again, jim we all feel, i think when i ask Drug Companies i asked mike with 3m you make all the stuff we need here he made a commitment to do that. I think the problem is our country has one major steel company, its nucor. And i so fear a tank will be made by chinese steel, or some missile will be made by chinese steel. Could that still happen . You know, jim, as long as im at the helm and the nearly 30,000 team members that represent nucors family, were going to ensure everything in our power to make sure that doesnt hapt the Current Administration is committed to steel and manufacturing in the United States particularly our military applications brandon berg, kentucky, will be the longest single differentiated proposition that will supply the militarys future needs as we move forward. I also wanted to ask how is sedalia doing . 50u678 been building plants. One of the things people dont realize, when they decided to make it so you couldnt fly our country with cheap bad steel, you went to work and made plants and made whole towns into cities absolutely, jim youve been to many of our locations. I couldnt be prouder of the work were doing and that continues to grow. Were going to build new capacity at galaton. Brandenburg, kentucky location, expanding two frost mills in florida as well as missouri. That Investment Strategy is whats positioned nucor to be the preeminent supplier of choice in north america. One last question i think because of your pox, great breadth of product you now have touches everything. You probably have a better feel for the economy than almost anyone where are we really . Look, at the end of the day, jim, were assessing all that. If you watch your segment this morning, economists are weather, it will be three weeks, three months or three years. Nucor did not over lever to maintain the greatest army of manufacturing professionals anywhere assembled in the world and maintain the financial discipline to ensure we can continue to invest for the future so as we go forward, jim, you will see a stronger nucor come out on the other side of the pandemic and well do it together thats what people want, best of breed leon topalian. Congratulations on your job, sir. Thank you very much appreciate you having me and thank you to your daughter thank you very much nucor, when the economy turns its nucor its always sanu core. Mad money is back after the break. Theres tv. And then theres x1, featuring the Emmy Awardwinning voice remote. Access to your favorite apps, including netflix, prime video, youtube and hulu. All without changing passwords and inputs. The most 4k content and movies and shows on any screen. The best Entertainment Experience all in one place. High protein. Low sugar. Tastes great high protein. Low sugar. So good. High protein. Low sugar. Mmm, birthday cake. Pure protein. The best combination to help you stay fit. But when allergies and congestion strike, take allegrad. A nondrowsy antihistamine plus a powerful decongestant. So you can always say yes to putting your true colors on display. Say yes to allegrad. To putting your true colors we did it c crowd cheering [narrator] wherever you start, snhu is where you can finish. crowd clapping crowd cheering here we go. [narrator] and its it. [group] yay [narrator] you did it, high five Southern New Hampshire university. [man] that gets a hug. laughing look at that masters degree, i did it i did this for my children. I am very proud of myself. [narrator] finish your degree at snhu. Edu. Nothing better now that the markets been over a month rebounding from its lows, we keep hearing the economy is a mess. Job losses catastrophic. Even with trillions of bailout money we could be looking at a lot of bankruptcies. The last few weeks stocks are flying is wall street disconnected from main street . Have traders lost their minds or is Something Else going on here . I heard some objections, ill take them back there is one simple fact that explains everything. For whatever reason, it is ignored every day on the papers, the tv, the internet, in the conversation, distant conversations that you have. So let me be Crystal Clear the market crashed it crashed last month. It crashed hard. This wasnt a meltdown or a selloff or a correction it was a wholesale collapse. It was the great crash of 2020 if were rebounding now its only because we got hit so hard late february the first three weeks of march, this point keeps being lost in the shuffle. Maybe because were in the midst of a genuine Public Health emergency, really good excuse. Remember, the stock market is a forecasting machine. Its less a reflection of the present and moran attempt more attempt to say how it will look coming in early february, when the averages surged to new highs even as china imposed the largest quarantine in history, or at least it was then. I am proud that i took it seriously even though i was ridiculed. Once the virus spread to europe and then here, the market suddenly started taking covid19 very seriously we got hammered in late february totally reasonable move. As march got rolling and went into fullblown panic mode, and when people panic, they make mistakes theyre emotional, theyre wrong. Just during the last two weeks the dow plummeted from 25,000 to 18,000 and some of these singleday declines were unbelievable down 10 on march 12 down 13 on march 16 yet and now you hear people wondering why isnt the stock market reacting to the latest hideous Economic Data . Gees, thats what happened we crashed we crashed 28,000, 29,000, 18,000 thats called a crash the thing about a crash, though, is that its indiscriminate. People get scared. They blindly start selling everything, taking down the good with the bad theres no rigor black monday, terrible tuesday 1987 terrible stocks deserve to be obliterated. Cruise ships on fire listen to me stocks have spent the last month rallying theyre the ones that rile didnt deserve to get hit or at least they didnt deserve to get hit that hard. Let me give you a case in point thats not like the airlines and the cruise ships lets talk about one of my absolute favorites that ive been behind for two c. E. O. S now. Ever had one of these . Im talking about wendys. Heres an incredibly wellrun fast food chain with a terrific longterm record and when the outbreak this is absolutely one of my favorite things my wife is with this baconator. She doesnt care boom we knew the restaurants would be hurt she wont like that. But there was never any question that wendys might be in danger of going out of business the brands too durable. Its iconic. I remember dave come over here everybody panicked, okay oh, my god look at this in three weeks wendys saw the stock plunge from 24 to less than 7 at its lowest ebb. 24 7 crash did that make sense . Of course not. The pandemic is bad for wendys. 71 bad. So stop fretting about why stocks are up. Theyre up because theyre rebounding from arguably the worst crash ive ever seen yes, worse than 87. It didnt get hit harder than the financial crisis it happened much faster so you couldnt do anything to protect yourself what was going on at wendys well, okay the stock came roaring back and closed at 20 today not making new highs, it hasnt totally recovered. Its erased three quarters of the covid crash. Just like the Broader Market it came in two stages the stock around 23. The Company Reported an imperfect quarter with discouraging commentary from management up 3. 3 year over year margins were softer than expected managements guidance came in a bit light. Everyone was focused on wendys breakfast, gigantic roll out this is right as the outbreak started blowing up i went to wendys and forever working on this new breakfast and right when the pandemic came out and went down. That makes sense we knew covid would be bad for restaurants cohort. I love the drivethru. Im in and out in a sec. On march 2nd they started serving breakfast. Initially the rollout went really well. Wendys saw a 15 sales spike. Then the whole country started shutting down. The stock fell off a cliff on march 10 the thing was just under 20 bucks by march 18th, 7. Pure panic Money Managers didnt know how bad the pandemic would be for wendys. What they decided to do was go out of business. They act like a cruise ship. Remember the cruise ships are coming back. They acted like it was an airline. Airlines coming back now turns out this was a fabulous buying opportunity because a week later wendys gave us a Business Update that provided much needed clarity. While the post covidnumbers were ugly, they were a heck of a lot better than fear wendys saw a 20 decline same store sales, down 20 stinks at its lowest, the stock was down 71 and going into the update it was down 40 from its precovid highs. More importantly management made it clear theyre not one of these restaurants to shutdown. They have perfect dlichery and drivethru capability to people can eat there. In many jurisdictions wendys is considered an essential business which is why on the 3. 5 had to be closed. Which is good. Company walled ked us through te safety precautions to keep workers healthy. They had supply chain issues i like that. They suspended the buy back. They fully drilled down their revolve credit facility. Management had to withdraw their 2020 outlook as well as longterm forecast because its impossible to predict the trajekt ril of a pandemic. None of this stuff is ideal. When you put it together wn difficulties is facing a challenging environment, not the existential crisis that this price would indicate at the time wall street wasnt too thrilled with the announcements. The past month as we got more and more used to the new normal, stocks caught fire wendys was handling the situation well breakfast is a good thing. Their challenge showed improvement in same store sales. Theyre down 15 this is not chipotle, but thats a big step up from down 20 . You can understand why wendys was able to roar in the past several weeks. Down 20 from its highs. That makes sense with negative comps. We know the business will survive, it will bounce back wendys is trading 20 times 2022 estimates. Its a tough call. The stock is currently trading where it should be in a world where people go out a lot less every restaurant right now is a little bit like chipotle when it had the health scares, chipotle is doing the best, at 1,000 its worth buying. You cant pay as much for wendys as say chipotle. It has good same store sales it should never have gone to 7 in the first place, but thats what happened in the crash though there are a lot of truly troubled companies out there, the crash was simply way too severe stop saying you cant believe the market is up so much and start remembering the great crash of 2020 where the dow plunged 38 from peak to trough and Companies Like wendys lost more than twothirds of their value in a blink of an eye nick in maine. Nick caller hey, dr. Jim, thanks for taking my call of course caller hey, man, you have to stay on the air as long as possible my niece is almost of age, but im hoping youre on the air when shes old enough to understand whats going on thats good caller okay, my question is for the food industry, im looking to start a new position in the company with a strong Balance Sheet and steady dividend since 2013. The Meat Industry using the defense production act to produce meat, how would this affect the company and its dividend safety in the future . My stock is tyson foods. I have to tell you my Charitable Trust owns tyson. There are a couple stocks my Charitable Trust has bought. Tyson. Terrible i couldnt believe the stock went up. To me dont buy tyson. Im caught trying to get it to move back up its not you nup because i want to sell now, wendys is trading finally where it should be the crash, and i have to keep using that word, the crash of march 2020 was too severe. Much more mad money, the c. E. O. Said there is uncertainty when it comes to covid19. Listen up. Jimmy chill is not a trader to the cause of mad money. Im going to tell you why. All your calls rapid fire in the lightning round. So stay with cramer. Since 1926, nationwide has been on your side. Weve been there in person, during trying times. Today, being on your side means staying home. Nationwide office of customer advocacy. But we can still support you and the heroes who are with you. Were giving refunds on Auto Insurance premiums, assisting customers with financial hardships, and our foundation is contributing millions of dollars to charities helping with covid19 relief. Keeping our promise to be on your side. This virus is testing all of us. And its testing the people on the front lines of this fight most of all. So abbott is getting new tests into their hands, delivering the critical results they need. And until this fight is over, we. Will. Never. Quit. Because they never quit. Ever since the market bottom last month the Health Care Stocks have been leading higher. Especially the managed care place. First Bernie Sanders dropped out of the democratic primary. No more health care for all worries. It might benefit these companies. Elected procedures, those are not so good, are being postponed. Centene specializes in plans earlier today it got muddled they reported a quarter, big revenue beat the Companys Health benefit ratio, it was worse than an advertise anticipated. The stock got hit down more than 5 so what happened here . Part of the confusion stems from the giant acquisition of well care last quarter. The story is messier than it was three months ago its not disappointing we have to check it out. Why dont we go back to the straightshooting chairman c. E. O. Of centene and find out more about the quarter, where the company is headed. Are you staying safe out there we are, jim we hope you are, too, safe and well thats the most important thing, particularly for someone who has a company now with, what, 23 Million People in america . 23, one out of every 15 american we cover. Thats incredible tell people where you might have been, say, five years ago. We may be 10, 15, 20 billion. Were five times bigger than we were then. Well do 100 billion, 112 billion, probably around 20 billion. If you raise your revenue forecast, thats the number im focused on a lot of people were talking about today, people talked about well care. Im thinking this is all part of a mosaic thats not finished yet. When it comes together, it will look like okay, lets call it unh. Im going to tell you what we deliver today was exactly what we told everybody we were going to deliver on march 3rd when we talked about the combined forecast we said we would have corollaries adjusted somewhere in the high 80s to low 90s we came in at 91 cents less the 5 cents which was the loss of Interest Income which nobody could forecast growth is up there our Balance Sheets incredibly strong a lot of liquidity in it were really well positioned as were growing it the business is growing. Were managing the medical medicine were meeting and taking care of the population thats really very vulnerable. And im just kind of proud of how the companys done and we commented, we left the earnings asis until we get more definition its going to be choppy quarter to quarter but youre absolutely right in march, the only thing that changed was the fed took rates down dramatically which was not something anybody could foresee. Right you used the word im proud of you, you used the word. Youve been around like weve been around. You said, look, were at a depression level you used the word depression. Everyone is afraid to use that word but when youre at unemployment that can be as high as 20 , thank you for using the word that is operative here thank you but thats true. I mean, i studied economics. You get to 15, 20 , that is depressionlevel unemployment. So how do you get things back on track well, i think it will get back i have a lot of confidence in the vitality and confidence in this country what i think we have to be prepared for, its not going to be a normal return its going to be choppy. We could go into next year if things do start to return to normal, and still have 7, 10 unemployment its going to take awhile for things to come back. I tell people, experience is the sum of experiences nobody has ever had this kind of experience with a pandemic that hit this quick, with the kind of ramifications it has until we have a vaccine, were going to have no certainty, jim. Right i think that is very true. I think people keep thinking that will be okay. If the nfl season will start it will be fine i think the stands will be empty. We need all these Different Things im sure youre advising everyone masks, physical distance what do you think is key for staying healthy . I think you need the physical distance you need the mask. When you go back to work, you have to do the temperature checking theres a lot of things you have to do. But, you know, what weve said is all along that, look, youre not going to be able to measure it quarter to quarter. Right youre going to have to look over the long haul and look at where youre tracking on the year there could well be a second peak if people go back to work too soon and they give up some of the principals that are helping to plateau it and see it come down. Were in a very unusual time, jim, and were managing through it we have the strength and capability we moved 66,000 people to work at home in three days. And this company is functioning today as well as it has ever functioned we do what we can. We want to get them back to the offices, but its just incredible we saw the capability. It was fantastic one last question are we opening correctly state by state, different ways, some places hair salons and gyms, some places we would never think of doing that . Is it too random too dangerous . I think, you know, theres a lot of pressure to get things back in the Small Businesses heres my question that i keep asking people. If we opened up all of new york city tomorrow morning, said okay, open it up, and you could go out tomorrow night for dinner i dont want to personalize it to you. Go out to dinner tomorrow night. And then would they want to go to a movie theater, broadway play and sit in a crowded theater . Its one thing to say we want to open it up its another thing to get the momentum behind it that will improve the economy. Right i totally agree. I think that people a lot of people who feel if you open it up, everybody will come out. The fact is we all know people who are sick we all know people who died. Well, i have to tell you, michael, you put together an amazing company. I totally get what you were saying you came here and spoke in march, you did exactly what you said we had a Strong Quarter and delivered on what we said we would do absolutely right. Thats why the stock is a buy. Thats the chairman c. E. O. Of centene. Mad money is back after the break. Announcer lightning rs sponsored by Td Ameritrade it is time its time for the lightning round rapid fire buy, buy, buy sell, sell, sell. [ buzzer ] and then the lightning round is over. Are you ready, ski daddy jim in pennsylvania. Could be me. Jim caller booyah, jim in pennsylvania, loyal eagle fan. Get on the bus. Lets go caller one year viewer, during your recent call, i was very impressed with he had a dignified exchange, very patient. My ma told me to be like that makes it tough for republicans and democrats to hate each other. My mom said you have to respect everybody. How can i help caller we need income with capital preservation for the Financial Sector a large cap stork with the price earnings ratio of 6, dividend yield of 7. 25. But during the 2008 financial credit crisis, the dividend was cut by 50 what do you think of Prudential Financial . I think that payout is too high and it concerns me. I havent done enough work to be sure, but i dont think that that is i think youre reaching for yield when i reach for yield in my career, its rare its ever been right. Lets go to nick in new york nick caller booyah, jim booyah, partner caller spr i think aerospace is on hold and this stock can bounce because right now there is this kind of cooped up expectation of anything aerospace, but i dont want to be there how about natalia in new jersey natal. Caller booyah, jim i have a question. Whats your opinion on General Motors General Motors . The yield gets higher and higher, you have to cut it i have no long case for gm other than animal spirits. I think the stock could go 10 before they say theres no earnings momentum here lets go to grant in virginia grant. Caller hey, jim. So i took a canceled position in al, American Airlines friday, the stock just rocketed. What do you think, i should sell now or hold . Take half off again, the animal spirits, its flying that usually lasts about three days thats about all it can do after that we have to start worrying about how earnings are dock lets go to tiegen in california tiegen caller yeah, booyah. I wonder about diner trace man, we like dynatrace. That stock should go higher. Im going to say yes to that one. Lets go to charles in arizona. Charles. Caller captain cramer, can you hear me . Admiral, you got my i got promoted since i talked to you last caller i know this is mad money, but for me right now its sad money can you hit the house of pain button for me . The house of pain caller thanks. Youre a bit of a masochist, but go ahead caller my stock is why arent you in inviva . Go with peter gasener. He hasnt hurt anybody let that stock come down a little bit [ buzzer ] were not done. Were going to take one more were going to go to steven, i think he prefers to be called steven, not steve, steven in california steven caller thanks for taking my call, jim. Im calling about thats a house of pain. Its the best in the bad neighborhood of drilling and service. Its so bad, if you can get a 5 bounce on that, it would be enough other than that, theyre buying all the bad ones right now mean ones that arent doing well, i have to be a little more politic. In my case, 5 bounce and run. Lets do one more. Why dont we go to pete in delaware pete caller jim, hey, how are you doing . Couldnt be better, thank you. Caller i wanted your opinion on khe oh, man, youre giving me some really hard ones here pilot care no the answer is were not going to go to chem en. Well do homework on it. Thats why it is 57 s so hard and that, ladies and gentlemen, is the conclusion of the lightning round. Announcer the lightning round is sponsored by Td Ameritrade t too. I dont want any trade minimums. Yeah, i totally agree, they dont have any of those. I want to know what im paying upfront. Yes, absolutely. Do you just say yes to everything . Hm. Well i say no to kale. Mm. Yeah, they say if you blanch it its better, but that seems like a lot of work. Now offering zero commissions on online trades. We charge you less so you have more to invest. On last nights off the charts, i highlighted a pretty controversial idea carley garner, good track record, predicts prices are going to rebound from ridiculously low levels. Then i said something that unleashed an onslaught of criticism. I said, if you agree with garner, then you might want to buy pioneer natural resources, parsley energy, diamond back and chevron. Immediately the long knives came out for me on twitter. Who was i to recommend oil stocks am i out of my mind . What the heck is cramer smoking . They acted like i was some kind of oil bear trader when really i was thinking like a trader, t and then a d i dislike oil. I wouldnt like it in a box, wouldnt like it with a fox. For them its like big tobacco i never recommended oil. That was certainly acknowledged. You have to understand there are moments when oil makes sense as a trade. While i dont encourage trading on the show, i know many of you do it. Calling the chart work crude could go back to 30s and 40s as economy reopens. I gave you stocks that would be shortterm winners when they pop. Look at it this way. Oil is way down. Future is erratic, untrustworthy. It owns the oil futures, but not structured to own actual oil some of the futures expire every month because there are idiots who run it, forced to sell at any price. Theyre always welcome to come on the show and explain. Its easy to crush this instrument when demand drives up same thing happened at the uso wasnt set up right. Because of the shicanery, were seeing a good stock trade. Its been under pressure for ages there is way too much production doesnt help its with a byproduct the glut is being addressed. If you want to play it, you can buy capital oil and gas for a trade. Theres a reason its already up 18 for the year even though cap is a bad longterm investment, you can be short with trade again, trader, not traitor i learned my lesson riding bp down for my Charitable Trust the dividend offered as much protection as a wet paper bag. The stock has been so low. The oils arent rebounding because theyre in good shape. Like the cruise ships, theyre oversold theyre good trades, not good investments. Housing stocks are running because people expect a good spring selling season as families flee to the suburbs to escape the pandemic. So far the numbers are very good, especially for giant at d. R. Horton. Even in the medium term its foolish to go in Home Builders because we have double digit unemployment la nar, d. R. Horton, go a ed, i like them short term not long term. Finally were getting to the tail end of the retail trade remember when target put up digital numbers because wall street wasnt thrilled about the margins . That was ridiculous. Targets quarter showed you the brilliance of buying the Business Model stock is 112 where it should be i like he estee lauder long term its going to be tough. Remember the mantra of the show, to teach, to educate, to explain, put in context and entertain. I know trading thats what i used to do for a living but jimmy chill is not a traitor to the cause good trades can be iffy investments. But ill try to be clear about which is which if only so i dont get raked over the coals on my usual post show twitter perusing stick with cramer. Protein. Low sugar. So good. High protein. Low sugar. Mmm, birthday cake. And try pure protein shakes, with 24 vitamins and minerals. I got a word today i always like to say theres a bull market somewhere and i promise to find it for you here on mad money. Im jim cramer ill see you tomorrow. Markets in turmoil is with sarah isaac. And it begins right now. Watch or listen live on the cnbc app. Im sara eisen on day 121 of the Coronavirus Crisis the infection rate in the United States just hit the 1 million mark we have been in collaboration with other people in industry. Three of the worlds Biggest Health care ceos speaking out tonight. Weve got a good vaccine. We need to ensure broad access to populations around the world. Tonight, where we stand on the possibility of new treatments, vaccines, and testing. Plus steps need to be take

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