Why not get two straight months of unemployment . Usually a third fo how about you . I didnt see it. Meanwhile, a whole group of managers were bending the opposite eway. Then the economywa was going to shake off what they said was weatherrelated lethargy. And we see that with a strong report. As i have been saying, one of the camps are wrong, both sets cant bese right. Sure enough, those thought the economists were going to stay slow andta they completely blew it. How do we know that . We can tell from which . Stocks gotto hammered today. The stocks areto copies that do wello without economic growth. These all got hammered. They put up tremendous growth through thick and thin. We are in thick mode after this employment number where a whole bunch of other stocks can show accelerating growth that typically dont have it. And thats what the market wants, the employment number to grow, rotation. Nothing is Crystal Clear in the stock market with so much happeningma ahead of the data w focus on. Many of the industrials rallied into this number as the employment numbers place gigantic numbers into the stocks moving them up in advance betting that a strong labor report means really good earnings down the road. When they did get it right, some of, these pools rang the registr at the open because the gains between 930 and 1030 stocks would goto up. So some stocks were hurt by sellers convinced higher rates would slow down the growth of the same industrials that they liked. There was no profit that the averages gave up the ghost for much of the day, but we did get that great close that ended it so that we finished up, except for the nasdaq. Ofna course theres always one group of stocks that acts best, itses financials, like the ban and credit card b issuers, they need robust demand to trigger growth. Plus when the Interest Rates go up, the banks make more money for your deposits, you know that, and they lend it out at higher prices. The people who threaded this deal hit the jackpot as the banks and insurers went higher. But so many people got the big picture igwrong, especially at nasdaq, and you have the mixed picture in the end. Lets talk about something bigger than one particular session. When the economy gets better, as evidence by the employment report that was good like today, profits grow. Profits, corporate profits are the temothers milk of bull markets. If this bull market which turns 5 this weekend, and well sing happy birthday to the bull, well haveth a cake, well wisht happy returns. Ill havens happy returns for y if this bull market is going to keep going, we need more good employment numbers like today. Thats just the truth. Dont be dissuaded by anyone as people did all day. You should be thrilled, not just for the people who got hired but because yourd savings will increase. Earnings get turned into dividends and buyback prices go up. Thats the logical residue of the design of higher employment. With that in mind, what are we looking at next week . First its pretty quiet for earnings, only a handful of reports, but that doesnt mean its a t quiet week for compani. Thats the exact opposite. We have a huge number including consumer stocks, retail aviation and industrials. Its a total stuffstrutting week and well be following them for you as we hang off in the offshore rig on monday. They have cell phones, at least, well, maybe wifi. Any, this is all part of the invest in america series. This time its called born on the, but bayou. The staff has done an excellent job. Who will be paying close attention tolo as we stop aroun the rig . Monday jpmorgan comes in with all my Favorite Airlines speaking, that means all the airlines because you know i like the whole group. And i have pounded the table endlessly on American Airlines with the most potential even though it has given us a double. Also deutsch bank, mediacom, these are Good Companies but they are not going to give specifics about their quarters. They are in the quiet period but can convey excitement. Those who do the best at containing the excitement have stocks to gove higher. Ive been the biggest fan of the bank of America Merrill consumer and retail conference kicking off on tuesday. Ies used to shut my hedge fund down to go to this. We gott a lot of flex in retail so illta watch walmart, nordstrums and brinker. The company knowb as chilis is brinker and they are doing amazing. To find out what thats about. Starbucks talks and i bet we hear to stop sweating the rising price ofg coffee. This is not Howard Schultzs first cappuccino rodeo. Whatro a mouthful, im going to zero in on young brands, big Charitable Trust names thats on fire. I want to know if china is good for kfc. I think the ceoc. Keeping the company whole is doing a remarkable job. And dunkin brand speaks, too, well compare to starbucks. And william sonoma, thats the highend Housewares Company and we need to hear good things to keep the retailers going. This company carries an unusual amount of clout, maybe because they are correlated with home spending and we need to see spending continue because twothirds of the economy is related to consumer spending. We want to see this between employment and moretw spending takeoff. We need to see this employment report put in eaction. We have the flip side of william so m sonoma on thursday. Dollar general, the company no longer giving you the large s. Is also want to get wind of any consolidation in the dollar space. Last time we had the big takeover in the private equity firm buying safeway. I think Dollar General is interested if family dollar. I bet we find out on that conference tcall. On friday we hear a huge number of tweeters from gm technologies. This is a company with technology and fantastic led products. They will lay out their goods t me. I have to learn about what has become probably the hottest name of any company talked about on mad money, and that includes imax, other face natsing stalks. Heres the bottom line, we have terrific background of improving unemployment, even though we had a good day triggered by big pickup, we can still say that withha this number, we can begi to expect better hiring, i bet you march is strong, better profits as theet quarter unfold. Theres a good number, stock market. Jane in massachusetts, jane . Caller yes, my question is what is the reason for the certain loss in fireeye and what does the secondary have to do that . Im so glad you ask that because this morning i said thats secondary. 14 million shares, 5. 5 million from the company itself, the rest in stock sellers. The company priced the deal at 82 and it did not hold. It traded at 84. That was a bad sign for the high gross stocks. Thats a security stock and that boded very poor. That stock has to get above 82. Until it does, well see slashing of the high multiple price text stocks. Derek in my home state of new jersey, derek . Caller booyah, jimbo. I want to give a shout out to my kids sam and ben. Why not . Caller i did. Thanks for everything you do. You had a segment on trust and how theres going to be new solution standards. Wprt Just Announced i have to tell you, derek, you are in jersey, i am tired of westport innovations reporting worse thanti expected. Tired of it. Westport are specks, i lump them two together. Those specks are not working. Anyway, now we have to turn to what happened, and i really like the employment number. And i expect its gains will be felt throughout the rest of the quarter. Mad money will be right back. Coming up, flying high. Cornerstone on demand helps businesses manage their workforce with the power of the cloud. And its catapulting the stock some s200 since it went publi. Can it keep climbing or will the competition rain on its parade . And later, birthday bonanza. The bull market marks its 5th birthday this weekend, but instead of balloons, cramer is giving the gift of stocks that could continue the run. After a historic rally from generational lows, find out which companies arent o ready blow out the candles. Plus, Silver Lining . Pharmaceutical cloud Veeva Systems soared when it went public late lastnt year, but th stock has hit some turbulence in 2014. A sign of gray skies or a buying opportunity . Cramers getting the forecast, all coming up on mad money. Lemme just get this out of here. To go. Unlike some places, we dont just change your oil. 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Its just one reason over 75 of our mutual funds beat their 10year lipper average. T. Rowe price. Invest with confidence. Request a prospectus or summary prospectus with investment information, risks, fees and expenses to read and consider carefully before investing. Which will cause me to miss the end of the game. The x1 entertainment operating system lets your watch live tv anywhere. Can i watch it in Butterfly Valley . Sure. Can i watch it in glimmering lake . Yep. Here, too. What about the dark castle . You call that defense . come on [ female announcer ] watch live tv anywhere. The x1 entertainment operating system, only from xfinity. Im always going on and on about these major themes . Im talking about new connectivity, social media and cloud. When you find a theme with staying power, it can make you boat loads of money year after year. Take cornerstone on demand, csod, a Cloudbased Software service play that helps companies with employee recruitment training performance management. I usually recommend cornerstone with speculation two. Years ago the stock rallied 182 , thats a magnificent gain. Thats why we keep coming back to this. Cornerstone lets their customers outsource a huge key of their Resource Department to outsource to cloud. They dont do that anymore. Cornerstone made us a lot of money, but cornerstone is a partner. They are thinking oracle. The most recent quarter reported 51 increase year over year. This is a stock i talked about the other day that the purists hate because its valued revenue growth, not the existing earnings, but its a perfectly valid reason for a stock hoog higher for mutual fund managers. Adam miller is the ceo of cornerstone. Adam, welcome to the show. Thanks, jim. Thank you, sir. Its been a fabulous recommendation. We got a trip on it and the reason we got a trip on it, you are one of the Fastest Growing companies ive seen. It seems that people want to bring you in to be able to figure out Talent Management. I want to figure out what Talent Management does and why we need it at Big Companies like walgreens or schools. Sure. We help companies to recruit, train and manage their employees. And at the end of the day, every organization no matter how large or small wants to identify highpotential employees, figure out how to develop them and make sure that they retain it. Okay, but what software do you have that tells me who is good and who is bad . The Software Helps you figure out, how do i recruit the right people . How do i onboard them quickly so they are productive right away . How do i develop them doing different kinds of training for the right people . How do i set their goals, do their reviews, make sure were moving the right people up . Make sure we get the people that need help the help they need and get the Organization Going in the right way. But what have we been doing for the last 100 years, we have h. R. And a ceo who is good, what did you do to make sure they dont sit around the water cooler to say thats the guy we have to promote . Its a great question. We have been managing people exactly the same way for the last 150 years, but in the last ten years we have for the first time four generations in the workforce at the same time. We have baby boomers who have been holding off retirement, but they are all going to retire very soon. We have millenials now entering the workforce who grew up on the web. We have people working from home, 40 of people telecommute. We have people working around the world. A lot of businesses have global businesses, and we have people using devices to work 24 hours a day, meaning they want to be able to not work, maybe 9 00 to 5 00, and work from 5 00 to 9 00. So all of those changes require us to manage people differently. Thats so right. Now, there are other guy who is are in the business, you have oracle that made an acquisition of 1. 9 million, they bought sfactors. I understand from reading your research you guys are somewhat competitive. For instance n your february 11th conference call, you say ive been predicting the demise of that organization, youre talking about success factors, youre saying a mass exodus happening. Obviously you guys dont like each other, but is it working . Are you taking business from the oracle and sap companies that they acquire . You know, when i started the company, very, very crowded space. Over 100 companies in the space. In 2007, there were about a dozen left. When we went public in 2011, there were three leaders in the space. Were the last man standing. The only ones left. Sap paid more than your market cap for success factors. 3. 4 billion. And they left it independent for a year and a half. It worked well for them. The number one competitor the entire time. Youre smashing them youre saying. Whats happening is all the leadership is leaving. The retention package ended on february 15th and people are out the door. I wont call mr. Mcdermott on that to get the other side. Their partner with work day, they are partnered with sales force, but we are in the taalen management game, nice to meet you, adam. We all have tremendous momentum. All of i. T. Spending is shifting from Traditional Software to Cloudbased Software. Why . Its cheaper, faster to employ, theres no maintenance costs, and in many ways its like using google instead of using Microsoft Office at home. Always available, never have to do an update and access it from anywhere in the world. So it just makes sense. Work day is happy to have you as part of a suite . We each have different parts of the total ecosystem of the enterprise. They dont want your part, they are happy to work with you . As the Companies Get bigger, eventually we overlap in certain areas, so theres a lot of cooperation in the cloud, but we all have common enemies so we are working together. Last question i have, people say, jim, why dont you recommend something that sells 12 times earnings with the s p 17 times earnings, recommend something with dividend growth, and i say the Companies Often identify 40 , 50 , 60 with the biggest winners. We have had 60 compound annual growth for seven years. Frankly, thats unbelievable. Maybe work day, who else . Theres a couple in the world that have done Something Like that at this kind of scale. And we have done it while having 95 retention of our client base. Which has allowed us to keep building a tremendous business with global distribution. We are seeing demand all over the world. And we see it very clear with an opportunity to keep growing, but at the same time weve been improving margins every single year. Average selling price went up. Average crisis going up. I could not believe it. And very significant cash flow coming and growing every single year. Adam miller, founder and ceo of cornerstone. Please read the documents and understand why im enthusiastic about it before you buy it. This is the kind of Winning Company that is making the biggest return. Stay with cramer. Coming up, birthday bonanza. The bull market marks its 5th birthday this weekend, bun instead of balloons cramer is giving the gift of stocks that could continue the run. After a historic rally from generational lows, find out which companies arent ready to blow out the candles. Happy birthday to you happy birthday to you happy birthday dear bull market happy birthday to you yep, happy 5th birthday, bull market youve managed to rally 178 , the fourth best bull since the depression. Yet, most commentators dont believe you exist. Long may you run. Honestly, ive been dreading this day, the 5th anniversary of the generational bottom in march 2009. Ive been dreading it because i know it would prompt a slew of articles about how this is now one of the older bull markets, six oldest on record, substantially older than the average fouryear life span of the species. And therefore, how it has to be on its last legs, or already overstayed its welcome. Sure enough, i was right. So well do a series of story that is will make you want to take this bull and drive a bull right through its head and let it morph instantaneously into a growing and triumphant bear. All right. Just within the last 24 hours, heres a sample of what ive read. The ipo markets has become the most prolific since 2007. Many since 2000, those are dreaded years. Yes, if you count the number of ipos since the year began and buy into the idea that lots of ipos represent froth, per se. This is the frothiest weve been since the two hideous tops, 2007 and 2000. Two Near Stock Exchange devastations, forbes told us that. As investors borrowed more money than ever to buy into this longrunning bull. Margin debt is an unrivaled measure of euphoria. Another reason that the bears are saying were about to get