Almost everything down like we saw today. Sell, sell, sell. Where the dow shed 100 points. S p 500 sunk 25 and the nasdaq tumbled again. In fact todays session was really a continuation of yesterdays sub optimal action. The primary gauges of growth are flashing red again. First theres oil. Suddenly coming down again. When crude was up, it looked like our stock market could have another rally. Then a big buildup causing the price of crude to plummet. When oil goes down, everything can go down. Weve long since stopped caring whether any consumers benefit from oil. All that mat speakers weaker oil means the industrial recovery which weve come to expect after the runs might be sold out. Weve been expecting it about 750,000 barrels. Instead we got 2. 78 billion. Thats way too much. Judging oil through inventories on any given week has been a total fools game. Oil did creep back up into the black when we forgot about the inventory numbers. But still spent most of the session down. Second, the Raw Materials that i talk about. Chiefly to china. Thats how we gauge the shipping. Has had a remarkable run since the bottom in february to last week. Now its been down for four straight days. It is so sensitive that people are actually freaking out about it. Bad news for the bulls. Another crucial part of growth. Free port, that was hotter than hot. Any stock that goes from 14 to 11 in three days flat, that will disturb people. Third, the dollar had had been behaving itself got a little stronger. Lately companies have been suggesting that analysts raise numbers. Thank you for doing that, pfizer. Weve seen so many industrial stocks soar because of weaker dollar that the pullbacks are breath taking. After two eager up days, some had simply delayed reaction. The big engine maker went up after a weak quarter yesterday. Then it came back to earth today. Some of is it about gains that shouldnt have occurred. The 160 to the 100 level. Given that it was 84 two months ago. It was slightly more than 100 from honeywell. But then kept climbing. You had to wonder what the heck United Technologies was doing. Fourth, Interest Rates which were going up, giving breathing room have suddenly stalled out. Yeah. A little less job growth . I dont know. These rates are coming down. They do a survey ahead of the big number on 40. Some people think it is a harbinger. No sustained rally in the stockton can occur without the banks going along with it. So theyd better pray that it is not dispositive. If we dont get a lot of jobs created, you will see the same thing. Then health care. Biotech looked so promising a week ago but now it cant seem to rally to save its life. It was a pretty good pipeline. They are getting slaughtered. They gave us a forecast that fell far short of what wall street was expecting. When the Airline Stocks do poorly, people wonder about the demand for new aircraft. They question the staying power. Secondly, i cant even get my head around this. I think some of this comes from acceleration of cloud adoption. Thats what we were told last week. They dont need as much storage hardware as more data gets moved to the cloud. It is also about cell phones. App didnt deny the slowdown. They just said it was a pause and it could do well anyway by taking a share from android. A competitor. Nonetheless there are a lot more losers than winners. Cell phones are slowing. Hopefully corvo helped turn corner. Finally the election. It shouldnt be a shocker that donald trump is going to be the republican nominee for president. I think it is dawning on people that he is a rock hard protectionist. Many of our Companies Know business will be tougher if we have trade wars and it sounds like he wants to instigate a few. Even though Bernie Sanders has no chance of winning the democratic nomination bigger staying in the darn raises pushing Hillary Clinton to the left and preventing her from saying anything remotely pro business. At least until after the convention. On the surface, neither partys presumptive nominee is all that hospitable to business and right now the service is all that matters. So why not give up . Weve had a good run. We know the future may not be as good as the past and we have sellers everywhere. If you believe the major themes that propel us from that february bottom in february 10, this is not the time panic. Oil starts going back up like did it at the end of trading today. Ive said for months, when we get a selloff unrelated to the selloff of unrelated companies, you dont want to chase stocks. Thats bad form. When you reach for a stock you might be overpaying. Bad form. When these declines hit, that circles back to what really did well. People got too bullish and it is reasonable. A rational selloff. Those create opportunities. I believe in a rolling bull market. So heres the bottom line. Remember i said in fridays game plan that the market goes up a half percent but then spends the rest of the week going down. And we are now in that phase. Dont freak out. Too many company have given you good outlooks that are not dependent on the reasons i gave you for the slowdown. Especially the consumer package goods. Look at the ones we went over for when this moment occurred. We like smucker, hormel, cam bells assume, we loved mcdonalds all time high today. Kellogg, kimberly clark, consolation brands. Thats this weeks raging bull. Thats where the money will be made. Ron in new jersey. Caller thank you for your show. Im a new listener and im learning a lot. Verizon has been happenered the last couple of weeks. There is no end to the strike. Is it a hold or a sell in. Its a buy. I think this is one of the rare opportunities when they are not on the run. They have iphones coming up. I think it is terrific. Lets to go braden in california. Caller my question, the stock just got crushed after the reported earnings. I bought it shortly after that. On monday a thought that i am a might be a better month for them. Shortening the stock with the exposure to china. Companies have a great ratio among competitors. Huge dividends. Should i hold on to it . It wasnt that great a quarter. It doesnt like china. A lot of them are speaking out. These guys, they have big mouths. Theyre doing it for charity. So were going to give them a pass there. You ought to make up your mind about this. Lets go to greg in west virginia. Caller hey a 70yearold retired gentleman here. Ive been watching for the last six months. And it has 9,000 lawsuits on it. Whats the deal . You know, look. We like it. We think it is a very inexpensive stock. I think it is good. I like the stock. This pullback is not worth freaking out about. I think worth taking advantage of. You have to understand which stocks will work right here right now. Theres a rolling bull market out there. Im here to help you find it. People just, is hayne one of the consumer markets you should be buying . Were going to look inside a bit of a whole foods after hours report. And ill tell you if the online goods emporium can head higher after todays huge hand made rally. Then the company that w the strongest numbers for technology. Ive got the ceo. Stick with cramer. What stocks managed to defy the averages today . How about haines celestial . The natural food maker. Health fat valley. Theyre all right behind me. Greek god yogurt. Heres a name that had been down and out for some time now. Starting last august, they saw the stock get obliterated. Down to 33 and change. The Company Reported some mixed results. With an environment anything less than perfect. However, they managed to rebound back to 41 as of yesterday. Then an select quarter. More than 9 higher. It came in higher than expected. And it generated some solid organic growth which is what we were really looking for. The company, the big headline was the major reorganization. Would it generate 100 million over the next three years. It has embraced the need to slash costs and i think it could have a lot more room to run. Especially since it is cheaper than the average. Dont take it from me. Lets check in with irwin simon and find out more about the quarter. Mr. Simon, welcome back to mad money. Something crazy happened. Some of these brands with minus 1 growth, they became more, they became valued. And then over valued. Now it looks like youre fighting back. Every one of these companies, the Consumer Companies talk about their products. Everything they want to focus on is health and wellness. Thats where we want to be. This whole gmo labeling. We want to figure out how to do that. 99 are gmo free. Over 40 are organic. Over 71 have 13 ingredients or less. Were there. And listen. I think as the markets change, we change some numbers. And basically, aupsd earlier, the market out out of love with hain. It did. You adjusted. You identified four underperforming brands, good brands but not up to your snuff anymore and you fixed it. We started in 19 people in from scratch. We stuck to a common denominator health and wellness. Everything we bought was around health and wellness. And brands that went out of our favor. We didnt give them love and they declined. They were still part of the portfolio. As our business got more complicatedering with sell in over 70 countries. We have 39 plants around the world. Our business got more complicated. I decided, lets call in some outside help. Not like you. And i brought in some outside help. To come back, all these big companies. How do we get to 5 billion . How do we simplify . How do we look at the structure . We were able to help today. Well focus on baby and snack and grocery and personal care business. And our protein business. Double digit growth. Thats a big change. Were coming off this whole strategy that they had in place. We had a lot of displays through the holidays and previous years. We did get placement in other parts of the store. So a lot has happened at hain. Everybody come back and says your brands consumers dont know. The big company are coming after you. They say well to have start learning more about arrowhead mills is up against some big guns now. And step back. 35 of consumption is coming from millennials. They want clean and green. Millennials trust our brands. From a standpoint, yes, well to have spend more money on marketing. That worries people. Were able to take costs out of of our supply chain. Those dollars will go back into a brand. What ill say if you look at our categories and you look at hain, this is what consumers want. Bone broth. Organic peanut butter. Greek god yogurt. The good news is almonds came down. Almonds came down in price. I have to tell you. It is amazing. When im out there in stores and how consumers are hook for healthier products. I just came back from the u. K. The third worry on consumers mind besides the financial whereabouts is health and wellness. So health and wellness is on everybodys minds today. And hain is right there with the categories and manufacturing and sourcing. When i look at this, we mentioned walmart and target. Where does whole foods fit in for you . Whole foods is our largest customer. If it grows . He know they came out with earnings. Theyre getting together and purchasing. Costco. Today is one of the biggest sellers of natural organic. Amazon. It is our biggest baby food customer. Consumers want natural products. I had someone say we sell wine, cigarettes and chocolate. And were supposed to sell healthy products. Can you help . We want chicken wouldnt antibioticfree. I saw 7eleven saying were going to cagefree eggs by 2025. Hopefully im around by then. Exactly. So were there with that. And thats where well continue to go. Thats irwin sim orange president of hain celestial. Coming up this titan soared above the clouds after reporting last month. Does it have the Processing Power to keep its wings . The valuations as well. Cramer is checking in with the ceo. Just ahead. Every day you read headlines about businesses being hacked and intellectual property being stolen. That is cybercrime. And it affects each and every one of us. Microsoft created the digital crimes unit to fight cybercrime. We use the microsoft cloud to visualize information so we can track down the criminals. When it comes to the cloud, trust and security are paramount. Were building what we learn back into the cloud to make people and organizations safer. I cant believe im saying this. Has the online marketplace for union like hand made goods that we correctly dismissed as a joke when it came public a little over a year ago finally become investable . For all that ive relentlessly made fun of this company as a hippie dippy outfit, it didnt seem concerned with making a profit. After the quarter they just reported, changing my view. I think that etsy is worth speculating on. To those of hue dont remember, brooklyn based etsy was one of the worst. It was simply awful. To come up with a 16 a share and people like the product so much. It spiked tomp 30 on its first day of trading. All sorts of hype about how it was reinventing capitalism. After that initial pop it was all downhill pitch the time i commented on the stock less than a month later it had traded down 20. I told to you sell etsy. That was right. They said the operating spenlss were about to ramp up. Sure enough it turnlt out to be a mess. The Growth Continues to decelerate. Expenses ballooned and it sbeenl free fall. It went down 70 . 70 from where it was trading. But given the dramatic decline, we decided to revisit. On january 25th of this year, partly to see if there minute something worth buying. What we noticed was that the it was starting to have some positives. It was increasing consequentially quarter after quarter. They improved the user experience. It was easier to use. Plus, given its track record. Especially since amazon had Just Launched its marketplace. Soon after, going to the market bottom by bottom in february. The Company Reported a surprising, actually stunningly Strong Quarter at the end of february. And then last night, they did it again. Reporting a terrific beat and posting the First Quarterly profits. Hence why it shot up today. So how did etsy get its mojo back . First, it is reaccelerating. Remember, here was the companys, which was the case. Last night they posted a 39. 8 Revenue Growth number. Up from 35. 4 in the previous quarter. And wall street had accelerating growth. We dont want to be too xeb rant about it. The growth could start slowing again. Even if the companys revenue stabilizes, that would be a very positive development. What else . At a time when the sales, the total value of transactions made is still slowing. In the latest quarter, the sale encreased by 18. 4 . A slowdown from the 21. 3 in the previous quarter. But this is actually strangely a bullish sign. Why . It means it has gotten a lot more effective. With 13 of the gross merchandise sales, translating into actual revenue, up from 11 a year ago. In other words when you sell some hand crafted jewelry, or pillows leak my daughter did. Theyre picking a larger cut and doing it. They are actually improving at every level. The gross margin expanded to 65 . Up 130 basis points year after year. We love that on mad money. And the Company Keeps the earnings. Up to 18 . This is a gigantic increase from last year. We are worried that it is focused on advertising and more employees. That would shrink its margins. That was true last year. But now it has subsided. It blows a big hole in the bear thesis that nobody fault was possible. This thing is overly hated. And then there is the big one. You can buy it with the stronger margins. It was a small profit. Gone. But the analysts expected a 2 cent loss. For everyone who was worried that they didnt care about the profit. It is not just a charity operation. How about hey, how about this . Over 25 million active buyers. Thats up more than 20 . Plus theyve been very effective. That is half the transactions, sounds familiar . That is like facebook. For the year and for the threeyear period. Ending in 2018. They have bri actual short on actual number. The last time they reported they 5 a nice clean line item for 2015 fiscal year. It creates more analyst coverage. And it seem like they understand the under promise and over deliver. When etsy reported, the First Quarter results vastly exceeded what would you speck based on the full year forecast. They could have raised the number after such a stellar quarter. Then again, i dont blame them for being too conservative. That doesnt hurt anybody. It is when youre too aggressive that you get hurt. When they went on that spending binge, they made some pretty smart investments. They dramatically improved the users experience for buyers and sellers. Hand made at amazon. Thats the competitor. They remain the competitor. They just launch ad new paid serve that lets sellers create their own custom websites in a matter of minutes. Plus they have tools to leapt people create their own home pages. It is astonishing how quickly they fixed this. What about the stock . Right now it is trade, if they can keep going at a 30 plus clip like they did this last quarter, they reality is reasonable. This is an onlien marketplace. So the closest comparison is not as much amazon as ebay. After spending a year in the wilderness. It has gotten its act together in an amazing way. At these levels i am ready to recommend etsy, the amazon or ebay for crafts. Caller im glad to be on the phone. I want to ask you a question. How do you do what do you . You are the man. I dont know. I like what im doing i like that Certain Company report request number after the bell. Im at them. Im listen toug. Its all very exciting. How can i help you . Caller youve helped me a lot. Jpp. This is a really tough one. I know theres a lot of shares outstanding and i know that it is in the Department Store wall center. We are down at the mall. Macys or jcpenney. Were not mall people and we dont think those stocks are buys. Hey, booya im having a good day. How about you . I got vinny and lee. 9 and 10 years old and theyre looking to buy nike. They have horse sense. Thats what i want. Come out and say, i dont know. I have a lot of people saying, oh, i dont know. We have under armor going down. Lets take a five to tenyear approach. Nike is a fabulous american manufacturer. Buy buy buy and i know youre partial to the show. Hey, who else can say that . Etsy has made it through neighborhood. You have my blessing. It is an 8 speck. Dont go crazy. You may have missed it. Ill give you service. What a company. And rapid fire in tonights special edition of the lightning round stick with cramer. At any given moment you can find a high quality stock and sell it off. Occasionally those se