Points for rapidly giving up its gains in the rn points. Pulling back to end up 0. 28 and the nasdaq declining 0. 29 . Some of the managers clearly troubled by events overseas. Thats why the sudden drop before the recovery. But its the behavior of the stocks within the averages that really concerns us. And they are all about people placing bets ahead of this powerful employment report for next week. So, the game plan is going to have to be about 75 nonforeign payroll report, and 25 stocks. Thats the right ratio. How do i know how important this is . Because i can read the tape. And because i studied this number and its impact nine ways to sunday for get rich carefully, my new book, tells you what matters and what doesnt when youre making decisions about your money. And this number matters more than any other number that we ever get. First, the big dogs in this market, ive opined on them endlessly. Those are those slowgrowing consumer and drug stocks. They havent been able to get out of their own way for so long, it sickens me to watch them. Kimberlyclark, clorox, pfizer. Theyve been so blah, theyre like a triple dose of nyquil with a seroquel floater. But in the last 24 hours, ever since fed chair janet yellin told you that things are still sluggish and we still have some weak retail sales, theres been a growing sense of doom about this number. Doom. So, what happens in doom . What do you buy . The food, the benverage, the drg stocks. The ones that do best when the economy is decelerating, and theyre now headed eversoslightly back up. Of course, they dont roar. Of course, we dont know what this number will be. But we do know that if we get two down bate nonforeign payroll numbers in a roll, the big al indicators of capital, the pension and hedge funds will elect to sell the cyclical stocks with, the big industrials that have been so terrific in the last ten days, and rotate, Beach Volleyball like, into exactly the kinds of stocks that climb today. Lets double down on the stakes here. See, weve already had not one, but two weak payroll numbers in a row, which should have wrought havoc among the industrials, but didnt, because the stocks may have ural universally decided t slowdown was related to januarys weather. Last month, the stock markets gotten a free pass. But if next weeks number is lousy, there will be no free pass this time. Even as we all know february had some pretty nasty weather too. So the big boys are making their bets, and theyre saying a week numbers a hit. So earnings may not be that robust going forward. Maybe therell be those profit warnings. Were almost at that profit warning season. Later on, after we award the golden bulls, ill talk about some industrials that have been strong, however, that strength will perhaps wither if the employment numbers are weaker than some are expecting. Even if we get a weak number ton friday, there may be so much worry built into the market by then, that we could actually get a relief rally, as nutty as that sounds, because the worry that started today will at last be over, and thats been known to happen too. What i want to do for the rest of the game plan is assume we might stumble into weakness, so we have the correct bias going into next weeks quarterly reports. This is one of those moments where it makes sense to plan for the weakest and the worst. Lets start with the retail. Lets start with acina. Formerly as known as dress barn. This is one of those retailers that i accept had to rally on bad numbers. Just like when we saw best buy, kohls, sears, jcpenney, even target rallied. Yes, they were bad numbers. Dont think theyre good, but they werent awful enough. I think that will be ascenas story. And that reports after the bell. Now, also after the bell is solar city. What do we know about solar city . First, its an elon musk company, and hes now viewed as being able to do no wrong. Thats because of tesla, of course. And second, heavily shorted, its been a real bad bet so far. Third is part and parcel with this revolutionary new battery musk has up his sleeve for tesla. Fourth, he already mentioned this week that things are good. So i figured with all of that, solar city goes higher, especially after the rare dip that it took today, as the shorts pressed it down. They failed. Tuesday we hear from auto zone. And i say in get rich carefully, auto zones deep within the important theme of the new frugality in this country. The average cars been on the road for 12 years and car owners like going to auto zone to service their vehicles. I like the way that the Company Services the shareholders with huge buybacks that have managed to shrink this one. Just an astounding 50 of the stock that trades over the last six years. They bought in. I would buy some of the reports and some after, because auto zones been a terrific bet to buy. Sometimes its down 10, 12 points and youve got to snap it up. Listen to me, snap it pup. One is the maker of jack daniels. Some analysts think its expensive. I can tell you that the scarcity value alone, though there arent a lot of hard liquor stocks to still trade, makes it worth a lot more than people think. Plus, even better, when diaggio reported last, the numbers were miserable. But after initially getting hammered, the stock came right back. I couldnt believe it. That says buy brown foreman both before on tuesday and after it reports on wednesday. Wow, thursdays got some big ones. Three important stocks reporting for the open. And youre familiar with all of them from the show. Joy global, kroger, and costco. My best is the first two simply fail to deliver. Yep, joy globals machinery used to extract coal from the earth. We know thats rapidly going out of fashion in this country. Kroger has been saying that things have gotten tough of late, even though it is the best operator in the group. And the whole super market sector is pretty challenged. Even whole foods was up today. But the third, costco, i think is going to be stock price determinant. Listen to me, the other day i said to stephanie link that we should be buying costco ahead of the quarter for the Charitable Trust. Because it got but then almost after i said it, it was right here, it quickly flew up. It got away from us, as part of that vast retail move. However, if it comes back down ahead of the quarter perhaps on tuesday and wednesday, mighty tempting. Plus, costco has been able to transcend weakness in the economy before. I think it would be a good one again. Finally, we actually get a report on friday that could be really interesting tactically. Again, tactical is a trader term. Footlocker. Weve had a tremendous rally in the sneaker business and we know that macys, which had a good quarter, has ceded sneaker control to the retailer. Heres what i would do. If we get a weak employment number at 8. 30, im sure that stock will be whacked as part of an overall s p decline at the opening. And that is when you pull the trigger. Heres the bottom line. Next week is all about friday. And fridays looking like a weak employment number. Or at least thats how the big boys are positioning themselves today. Who am i to disagree with them . Now to some calls. And after that, of course, more on the tux and the golden bulls neil in maryland, neil . caller booyah, jim. Booyah, chief. Whats up . Caller first of all, i would like to thank you for doing an absolutely job to break down the Financial Markets on a daily basis. Okay, thank you. Caller jim, my question, vlrs. I have been building a long position in vlrs. This week after announcing the 2013 financial results, go even further due to missed revenue and earnings expectations. Heres what happened, okay . And thats a mistake. I thought that all airlines would go up. Ive been very bullish on airlines, i thought even the Mexican Airlines would go up. United air reported a number that was not good. And we still had a rally in american, but this is an emerging market play. And the emerging market, despite what you often hear from people who are trying to get your money to put in the emerging markets are awful, including mexico. And this has been brought down, mexico specifically. Because there happens to be a very good company. Ok okay, the game play for next week is not about monday, tuesday, we say, thursday, but its about friday. And i think the number is going to be weak, and if it is, well get hit and then maybe stabilize and go up again. Next up, the first annual golden bulls stay with cramer. Coming up, lights, camera, profits Jennifer Lawrence and leo may light up the Silver Screen, but can they add star power to your portfolio . Let hollywood take care of the box office. Cramers naming the wall street blockbusters that can boost your bottom line. Stay tuned for the winners. And later, you voted jimcramer mm golden bulls for the markets breakout stock star. Dont move. Cramer reveals the viewers choice for best picture, just ahead. Plus, cramer welcomes a real star of the Silver Screen ill have to call you back. As mad moneys first annual golden bulls show continues. Return on investment wall isnt a street. Isnt the only return im looking forward to. For some, every dollar is earned with sweat, sacrifice, courage. Which is why usaa is honored to help our members with everything from investing for retirement to saving for college. 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Sleep train your ticket to a better nights sleep with the Academy Awards coming up on sunday, this is the time of the year when the media lavishes tons of attention on the movie industry. Dont get me wrong. I like a good awards show. But unless youre a major studio executive or an alist actor, no movie has ever paid for your retirement or put your kids through college. All of which is my way of saying that if hollywood gets a big red carpet awards show, then the stock market deserves one too. Look, im not saying we should celebrate wall street, which may be the only actress in america thats more wildly reviled than hollywood boulevard. But i am saying we should use the starstudded moment to acknowledge the stocks and ceos that have been putting a great job, just doing a fabulous job of getting money into your pocket. After all, not only are stocks the best engine for Wealth Creation out there, but when you dont like a stock, you can always sell it and get your money back. Whereas if you shelled out 12 bucks to see the lone ranger or worse, the latest diehard installment, thats gone forever, as well as two hours of your life. Two and a half hours if you got there on time and have to watch all those trailers. And that is why, tonight, im unveiling the first annual golden bull awards helped by you from jimcramer on twitter, hosted by, of course, yours truly, in order to celebrate the terrific companies and executives who deserve our recognition and our praise for their incredible performances over the last year. Lets get started. Our first golden bull category is best director, meaning the best ceo whos out there creating value for you, the shareholders. Basically, the chief executive equivalent of martin scorsese, director of one of my absolute fave, wolf of wall street, think scarface meets golden slacks. Theres a school of thought that one guy at the helm cant make much of a difference either way. I think thats garbage. The ceo can do enormous harm or enormous good. Believe it or not, this is actually a tough category, because contrary to the widespread popular perception of ceos as something between dishonest wall street banks or gangster and the cruel inhuman face of latestage capitalism, the truth is that ceos work for you, the shareholder. Meaning you guys at home, okay . And theres a whole bunch of real straight shooter execs out there who do a phenomenal job of making you money. So, i dont have time to go through all the golden bull best director nominees, there are too many of them. I will say if you want a list of execs you can count on, you should pick up a copy of get rich carefully, where i have a whole chapter devoted to the 21 ceos i consider truly bankable. There are a lot of strong contenders out here. Chuck bunch, ceo of ppg, mark benoff, who just came on the show last night. You have a terrific opportunity to get into salesforce. Com on weakness, as i predicted we might see. But the golden bull for best director in 2013 goes to bob iger. The transformational ceo of the walt disney company, a stock that gave you a 55 return last year and up another 6 for 2014, making a new high today. Under iger, disney has become a media content juggernaut. Hes made a series of brilliant acquisitions, pixar in 2006, marvel in 2009, lucas film in 2012, making disney into a blockbuster factory, with colossal franchises, the avengers, star wars, and most importantly, iger has turned disney into a company that can keep delivering consistently excellent results for years and years. Which is why i have been recommending disney the kind of stock that you can buy for your kids, virtually since the show began. Its not just the movie business thats on fire. Disneys cable channels are a powerhouse. People want to watch sports in realtime. And the theme park business is in tremendous shape. Plus, iger is an incredibly friendly shareholder backer. Thats right, see, he is a ceo that cares about you, more than almost all of them. And hes got a truly epic buyback to prove it. He absolutely deserves the golden bull for best director. That said, disneys went up ten points in the last month since that terrific quarter. If you want to invest with iger, no hurry. I just suggest you wait for a pullback before you pull the trigger. The stock market gives them even intraday, like today. Our next category is best newcomer. There were so many phenomenal ipos last year, this is another tough call. Looking through 2013s best ipo performance why am i hiding . Theres no name on this. Youve got fire eye, the cybersecurity play, youve got marquetteo, the cloudbased marketing software, and of course youve got twitter. But of all the impressive newly minted Public Companies from last year, the golden bull for best newcomer goes to zulily yeah, zulily the Ecommerce Company that offers all kinds of fresh sales and deals for babies and moms. 4,000 outfits at 9 00 a. M. Zulily became public at 22 bucks and spiked up to 37. 70 on its first day of trading. But what sets zulily apart is the set actually had real followthrough. When zulily reported earlier this week, the company literally blew away the numbers, doubling its revenues year over year. The shot up 36 in a single session, and even after todays pullback, its now trading at 63. 68. 39. Meaning if you bought zulily on the open market right after it became public, youd now have an astounding 81 gain. You will not get that from any oscar thats given away on sunday. And its given you a 59 return since i recommended it in january. Why is zulily so strong . Okay, this is a company thats found a fabulous a niche. An ecommerce site that targets mothers with young children. The Management Team here comes from blue nile, the Online Jewelry retailer that revolutionized the business of selling diamonds. And theyve designed zulily in such a way that it offers terrific values and gives users a Real Treasure Hunt experience, thanks to all the flash sales and daily deals. In short, these guys, they are reinventing the way Online Retail works, and i know i got some of you with jim cramer at twitter really furious at me, but i am telling you, it can rival amazon in its beastness. Isnt it funny, that all the beasts seem to come out of seattle . Including Marshall Lynch from the seahawks. We celebrate zulily, give it a golden bull award, and but this is a very big but, we do not buy the stock at these levels. If you bought it last month, ring the register on some of your position, play with the houses money. However, the stock has rallied an enormous distance in a short period of time, which means if you are buying it up here, you are chasing. And we do not chase on mad money. Thats just irresponsible. On the other hand, if zulily keeps selling off like it did today, it would definitely be worth revisiting at a lower level, because the underlying story is so strong. Heres the bottom line. The stock markets best performers deserve to be celebrated, at least on mad money, at least in cramerica, hence this faux award show, distinguished only by my tuxedo. The golden bull for best goes to iger for disney and the golden bull for best newcomer goes to zulily. Weve got more awards coming, including best picture. So stay tuned after the break. Coming up, the show must go on. Cramers handed out the hardware for the best director and newcomer on wall street. But theres a lot more gold to give out. Which market start will take home the Lifetime Achievement award . Plus, you voted jim cramer mmgoldenbulls for the markets breakout stock star. Dont move. Cramer reveals the viewers choice for best picture when mad moneys first annual golden bulls show continues. So our business can be on at ts network for 175 a month . Yup. All 5 of you for 175. Our clients need a lot of attention. Theres unlimited talk and text. Were working deals all day. You get 10 gigabytes of data to share. What about expansion potential . Add a line, anytime, for 15 a month. Low dues, great terms. Lets close new at t mobile share value plans our best value plans ever for business. Humans even when we cross our ts and dot our is, we still run into problems. Thats why Liberty Mutual insurance offers accident forgiveness with our auto policies. If you qualify, your rates wont go up due to your first accident. Because making mistakes is only human, and so are we. We also offer new car replacement, so if you total your new car, we give you the money for a new one. 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