Captions by vitac www. Vitac. Com closed caption funding provided by mark burnett productions, inc. Bret i chose a team. I took a big chance on omarosa. She is an absolute manipulative villain, and and she got into brandes head. But you know what . Id be back here again in a second. If i get asked to come back tomorrow, im gonna come back and fight again. Im jim cramer. And welcome to my world. You need to get in the game. Firms are going to go out of business and hes nuts theyre nuts they know nothing i always like to say theres a bull market somewhere mad money, you cant afford to miss it. Hey, im cramer. Welcome to mad money, welcome to cramerica. Other people want to make friends, im just trying to save you a little money. My job is not just to entertain you but to educate you so call me at 1800743cnbc. Sure, the markets high, duh. We can stipulate that today with the dow gaining 42 points, s p rising. 11 , nasdaq backslid. 05 . We have broken through to dramatically higher levels. No denying it. I can poke holes galore in the bull case. Make the bull into swiss cheese. Think of it. Think of the moving violations here. First, this rallys happened way too fast. Almost in a straight line. The radar gun shows conclusively they went to 14,300 in less than five months. Thats go daddy speed without the shades. Second, we have ran a whole series of red lights. We ran through the red light of higher payroll taxes, income taxes for the rich, the red light of the sequester which was supposed to change our lives forever. Another european recession, higher gasoline prices and finally the red light of the fed staying dovish when the short sellers and the underinvested folks want the fed to slam on the brakes in order to drive down stocks so they can look better. Thats a lot of red lights to run without getting busted, and i dont care how many get out of jail free pba cards you got in your wallet. Weve made endless illegal u turns. Toll brothers reports a miserable quarter, gets hammered. But its now working its way back. Hewlettpackard reports one more weak quarter. And the darn things up 47 best buy continues to drift, the founder withdraws his attempt to buy the company and youve got a 58 gain only apple boo and jc penney boo have been pulled over for their their uturns, after an inability to return capital for the Computer Company and endless return of merchandise from jc penney. I can see the staties breaking out the breathalyzer and determining if the whole market is a function of investors and traders alike drinking while intoxicated by the Federal Reserves punch bowl, spiked with really bad mezcal. Hey, dont drink that worm. Before we write this market off, as reckless and, remember, to quote the great broderick crawford, reckless driving doesnt prove whos right, only whos left. I have another way i want to approach it. Im going to look from the bottoms up, with five stocks, five stocks youre familiar with because weve interviewed the ceos right here on mad money. Theyre on this thing. Wow, theres one. Yeah, and another one, wow, okay, and this is not just a dirty linoleum floor for cheap scotch. All five represented terrific values when they were on and represent even better values now. I point this out because people keep asking me, is it too late to buy . You know, its the most legitimate question to ask, and i believe all these names are just right for buying tomorrow, yeah, you heard me, tomorrow, and could be Core Portfolio stocks for anyone who feels they are late to the party. The first is a travel play. Starwood. Symbol h. O. T. And the ceo fritz van patrick. This company has developed a fabulous set of internationally known brands, w, sheraton, among others. Its a Holding Company and its built hundreds of new its building 100 new hotels in china. Its trumped estimates consistently, off a 65 cent basis and revenues per room are going higher. Key metric. Most important, with the wave of a pen, starwood could split into a Hotel Company and a Hospitality Management company, and this 60 stock would open at 75 a share the next day. And guess what, 75 is exactly where starwood was when we last hit a peak. Hey, sorry, thats ridiculous. This is a much Better Company than it was five years ago. The second name, key corp, a bank that has been buying aggressively. Why . Because its got a clean balance sheet. It trades at a discount to book value and it has tremendous exposure to the manufacturing heartland. Based in ohio. The results of the next round of Bank Stress Tests will soon be announced and im betting this company will then be able to boost its 2 yield substantially. And how has key stock done for the last five years . How about a 71 decline . It seems like a typo, but ive got it memorized. Could the market be more wrong . Thats how i felt when recently interviewing beth moony and i still feel that way given that 2013 is the year of the Regional Bank takeoff courtesy of the housing recovery. Not everything is as cheap as it used to be. You need some growth. Few consumer plays have the growth of afc enterprises, also known as popeyes. Weve seen spectacular moves in afce, with its franchise restaurants as well as 425 national locations, its rallied in the last year, but afce has a Business Model similar to dominos which has moved up from 10 to 49 in the three years since i first got behind it, and i think afce, it could have a similar trajectory. You want your Growth Without much Analyst Coverage yet and thats afces perfect sweet spot. Its ripe for the declining commodity environment too. Think about it, did you want chipotle, mcdonalds, or panera before the big moves . I gave you afc enterprises. Red beans, rice and higher stock prices, trying to lose some weight here. How about a yield without a lot of risk . How about a 6. 4 yield or 7. 7 yield with no red flags . These are dividends, okay, yes, no red flags. Dividends that would allow you to sleep at night. Despite the rarefied air, stocks that will still do fine if bernanke takes the mescal away. Im talking about arcp, a Real Estate Investment trust that seems about as bulletproof as you can get. You may worry about how expensive the market is. Me, i like arcp because the ceo just this week bought 50,000 shares. Hey, theres kind of a statement. Stock is up about a buck before it got close to the big deal last week. And this ones still way too cheap to miss. Finally linco ceo mark ellis came on the show last week to talk about his companys huge acquisition of barry petroleum, which i thought was fabulous giving you some of the finest domestic assets, oil assets still up for sale. California, here i come. But because of a swirling controversy about how linn hedges to protect itself from the oils downside, the stock has been stuck at 38. Despite the immense growth and its 7. 7 yield. I dont have another combination of high growth and highyield like linco and makes too much sense to pass on if you are looking for yield and want to own an oil company. Look, im tempted to include a sixth, celgene, this is one of those alltime high names thats crashed through a ton of levels. Celgene trades at an absurdly low 12 times 2015 earnings. Just hope this one comes in. I dont know if it will anymore. Its driving me crazy. Heres the bottom line, you worry theres nothing left to buy after this historic run. You think we got here driving under the influence of spiked fed punch, i give you starwood, key corp. , Capital Properties and linco. I give you value beyond what you should be entitled to. Five stocks that are indeed safe at any speed. John in california. John . John, booyah, jim cramer fan club based in western United States. That is such a big fan club. I dont know, are you like number 556 in there . Caller oh, boy, i tell you what. I tell you what, jim, i love qualcomm, im long on it, i was wondering what your opinion is on qualcomm, how far it can go. I love it and im just wondering if you like it as much as i do. I was concerned today. The downgrade, the conviction buy to buy that Goldman Sachs did because they say the margins could be under pressure. I disagree with the margins being under pressure, but i think the stock will be under pressure and you should expect to see 63, 67 before it breaks out, but i think it breaks out to the high side. Im with you, not against you. Jason in wisconsin. Jason . Hey, booyah, jim. Booyah. Caller with sequestration in effect and Cyber Defense with respect to National Security making waves, what are your takes on booz allen hamilton, bah . Well, i think you correctly summed it up. The sequestration does have an impact on some stocks and i think thats one of them. Thats why even though the stock seems cheap, i dont want to touch it. Lets go to john in maryland, john . Caller hey, jim. First i want to give you a philadelphia sports boohooyah, well be back. Dont write us off. Im sorry. Caller maryland, but philly is my hometown. Anyway, i want to thank you, jim, specifically for a segment you did on bp. Pxp, the stock that i bought, and now im getting taken out by freeport. Right. Boy, you got lucky on this one. Caller freeport was too cheap, but because this is an environment where people are getting rewarded for separating, theyre conglomerating for a while here. I think this is an exception. I think its going to work. My question is, is this going to kind of put a cloud over freeport for a while . Yes, it is. It is going to put a cloud. I saw the stock break out today, stephanie link and i were marveling because the jjc, the copper names is not moving up. I think youre okay. Ive got a lot better oils than that one and better copper too. Id rather not own freeport. Who said it was too late to buy here . Weve got star, keycorp. , afce, American Realty capital and linco. All look right for the buying. These are the kinds of stocks when youre at alltime highs, you can look at and say, wow, theyre nowhere near where they could be and therefore theyre ready to be buy, buy, buy mad money will be right back. Coming up processing power, from servers to surgery and into space, xilinx is making a push. Is it the right way to play the market at alltime highs, or could this technology be left behind . Dont miss cramers exclusive with its ceo. And later, where in the world is jim cramer . Pack your bags and an extra bottle of sunscreen. Tonight mad money is spanning the globe to find the best plays on an increase in travel. Consumers are paying up to wind down on vacation, but is there still time to hop aboard this hot train . All coming up on mad money. 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. Miss something . Head to madmoney. Cnbc. Com. If youre looking for a sign that management is feeling confident about their companys longterm prospects, there are few better tells than a dividend boost. So when xilinx, the Semiconductor Company that the worlds leading provider of Programmable Logic devices, highly flexible chips that buyers can customize to use for all sorts of applications announced they were putting through a 13. 6 dividend hike at their analyst day yesterday bringing the yield up to 2. 65 , you Better Believe i took a notice. Xilinx has everything we like in a semiconductor outfit, proprietary product in a duopoly business, the chips are used in everything from communications to data centers, highend driver safety, navigation, infotainment systems. 3d televisions, defense, they enable Machine Vision and Industrial Automation systems. Theyre used in satellites and space vehicles and not to mention lifesaving equipment for robotic surgery. 3d ultrasound. The programmable chips allow companies to get the products to market faster and allow clients to cram more function into fewer chips. They use more power. Earnings reported back january 17th, the companys gross margin what they make after the cost of sales an important metric in Semiconductor Land came in at near record territory, anything north of 60 is fabulous. But the company gave downside guidance for the next quarter after yesterdays incredibly successful analyst day, they expect growth to pick up in the second half of the year thanks to stronger wireless sales courtesy of Network Rollouts in north america and china where xilinx has a track record of winning contracts. Last week inked a deal to have intel manufacture their chips. Does that make that might make this sworn opponent more formidable than xilinx. So lets check in with the president and ceo of xilinx and find out where his company is headed. The stock has almost doubled since hes come in. Welcome back to mad money. How are you . Im great. Great to be back. Youre using a number, 8 to 12 . Most of my Tech Companies are hopeful for 6 growth. Well, we are very confident in our product portfolio. We just have rolled out the second year for our 28th, weve already achieved 100 million, we believe were 50 higher than the competition for the 12month period, and its just the beginning. Were off to the races with this new technology. Our viewers know intel. Theyve known it because it was the largest Semiconductor Company and your opponent hooked up with intel. Youre with taiwan semi, doesnt that put you at disadvantage . Well, intel undoubtedly had fabulous Manufacturing Technology for microprocessors in particular. We have demonstrated at the 28th nanometer even though we were later coming into the game, we managed to be first to market, we have the best product at 28 nanometer. We expect to be the first at in terms of a product out there. Its really a comprehensive set of differentiators that we invent in order to get a better product. Tell people at home, your website, if youre worried about these different the acronyms and some of the technology and the different you can go to the website and they have descriptions of everything. The difference among logic, memory, microprocessors, all there. Dont be confused. Now, you are signaling this was in a day when avav, a Defense Company i follow said defense is no longer spending the way it did. Youre saying defense spending is for you is increasing. Well, it definitely is a growth area for us. How can that be . Its a negative area for everybody. Well, theres a new set of equipment, so if you look at sequestration, it fundamentally impacts manpower. It has a lesser impact on equipment. But even if it goes into place and does impact equipment sales, then our defense customers have to upgrade their old technology. Okay. Then they use us to do that. Thats the way it looks i was skeptical, but also for telco, theyre finally spending again. Theyve got the next g. Yes, both wired and wireless we expect to grow, lte deployment for the second of the year should grow. Were seeing a transition from 10 gig to 100 gig. Its a major driver. What does that mean in terms of people at home. What are we doing we couldnt do netflix, watching nfl games. What are we doing we couldnt do without you . Well, if you look at the insatiable bandwidth requirements. Smarter bandwidth you need, more of it regardless of which cell phone you use, the more cell phones out there, the more smartphones, the more there is a requirement for the internet bandwidth. Right. And we provide the chips that support that bandwidth. Not just the cell towers . Not at all. Now, there are philosophically a lot of the Tech Companies i deal with say were a Growth Company, we dont need to pay a good dividend. Or were not a Growth Company anymore, weve got to pay a good dividend. You pay a good dividend and you are a Growth Company. Does that put the lie to everybody else . Or is there something going on here that you personally and your company feels that a dividends really important for a growth stock . Well, we generate a lot of cash and were committed as our First Priority in terms of our cash deployment to return cash to our investors. To the extent there is cash there and were definitely hitting targets, we will continue to increase our dividends as we have for eight straight years now. Im not going to tell apple that they should do what youre doing, but it wouldnt hurt. Okay . For those who are in apple. Now, i want people to understand, this is pure technology. In other words, whoever has the theres no me too here. Whoever has the best mouse trap, wins. This is it, right . Thats the holy grail of your business really. Absolutely. Xilinx is synonymous with creativity. Weve always had focus on innovation. We have the first patent, that was the basis for the company. Okay. And it always is the core of our leadership is dont you worry one day youre going to wake up and the other guys got Something Better . Well, we cannot rest on our laurels. We have to work as hard as we can. Well, you have. When you came in, you had 1. 8 billion in revenues now you have 2. 24 billion, and today, it is at 36. 89. So congratulations. Good job. Thank you. Thats president and ceo of xilinx. I urge you to go google, the xilinx website comes up and its got everything you need to understand this terrific story. Stay with cramer. Coming up where in the world is jim cramer . Pack your bags and an extra bottle of sunscreen. Tonight mad money is spanning the globe to find the best plays on an increase in travel. Consumers are paying up to wind down on vacation. But is there still time to hop aboard this hot trend . Sales event has begun. Featuring a stunning work of technology the lexus es. This is a reason to look twice. Get great values on your favorite lexus models during the command performance sales event. This is the pursuit of perfection. Yesterday, i did something pretty darn unprecedented here o