Territory closing up 11 points. Thats an 11day streak of record highs. Most of my staff hadnt been born since we saw a streak that long. It nasdaq closed 0. 17 up. Nevertheless, i think top calling is going to be a constant refrain from here on in after the remarkable run weve had since the election. Some of the get out and out calls will be id logically driven. Some will be valuation driven. Some of them will be plain old, i cant take it anymore driven. I come with this top stuff in a totally different way. Almost an antediluvian way frankly. I think about stocks as individual companies and the market a conglomeration of those compa companies. I do a game plan about individual stocks on every friday. Otherwise, it might as well be all about roulette where we bet on black to go up and red to go down and double zero for a crash. If that were the case, id simply come out here on friday evenings and read from the gambler every night and then retire when we finish that fabulous novel. Although some would say that would be a cruel and unusual form of crime and punishment. Doss tev ski stock market joke. Im not the only one that believes the market is made up of actual stocks. For instance, Warren Buffett put that thought in many millions of peoples minds which is why you want to watch what he has to say on monday. Im paying particular attention to what he thinks of some of the portfolios biggest underperformers of late, namely american express, cocacola, which seems right now to be on the wrong side of history, or at least the wrong side of the supermarket aisle versus pepsico, ibm, which i think is stirring, but not as fast as anyone would like, including management. And most important, wells fargo where new Ceo Tim Sloan is trying to put the misdeeds in the past behind this once beloved bank, misdeeds that have caused the stock to lag. Monday evening we here from priceline and i cant tell you how many times this bad boy has been counted out, whether because of worries about travel and terrorism or fears that vacations will be shelved because of sars, ebola, zika, or just concerns about travel being cut back by changes in immigration laws. Each time pricelines model, which is to give you the cheapest vacation possible, has overcome any of these concerns and it should continue to do so given that vacationing is part of what you do when you join the middle class, and millions of people keep joining it every year worldwide. So the client base just keeps growing. Priceli priceline itself is a cautious company, often gives you guidance that freaks people out when you first read it. Maybe you buy some before it reports and some after if it does its typical cold water dousing of the bulls in its forecast. Tuesday has got some real tension to it. Before the opening for instance we hear from dominos, and holy cow, i dont know if you heard the papa johns Conference Call this week, but theyre talking about a pizza price war putting margin pressure on everybody in the business. Dominos was obliquely fingered as the company thats the biggest belligerent in this war. Look, i dont really know how much stock to put into what papa johns had to say given that it also blamed the decline in nfl ratings for its softer than expected quarter. All i can say is price war, what is it good for . Absolutely nothing but short selling, and im sure that with dominos only a couple points away from its alltime high, the shorts will seize on any negative data points to take the stock down. Just for the record, if you want to send me something, i like the banana peppers and i like the no cheese. Yes, no cheese. Target weighs in this morning. This could be interesting if that border tax thing is really put to rest. Target can beat the already lower guidance, then maybe youve got a good trade to the long side here, not unlike the one that walmart or nordstrom gave you going into their quarters. Could happen. Then weve got valeant. I told you tuesday has got some tension. If the ceo can tell any kind of good story here, maybe this batter pharmaceutical stock can start to join the rally. I think the president s been spending a lot of time with two of the Industries Good guys, and theyve made trump feel better about a trump that he roundly criticized during the campaign. Thats creating a rising tide that still has yet to reach this valeant boat. Maybe papa can change the narrative. Two stocks that have bobbed and weaved report on wednesday, best buy and dollar tree. The former has continue the to defy gravity even as so many outlets have faltered when if comes to selling electronics. Im concerned the street may have run out here. With dollar tree, though, i have to admit im warming up to it if only because they source almost 100 overseas. So if there truly is no tax on imported merchandise, no border tax, then the shorts will have to do some mighty, mighty covering here of their bets against dollar tree. Play it only with call options. You get a border tax, then youd have to rename this chain the 2 store. Now, theres no way you can make those ray ban knockoffs for less than a dollar in this country. Can you tell by the way my dollar tree bans from the real deal that my pal is wearing in his priceless mad money fashion shoot . Two jokes in a game plan. Anyway, we know that retailing is a challenged sector, but not off price closeout retail. Tjx reported a monster good quarter. It took this market a full 24 hours to realize how stupendous that quarter really was. I dont think it will require a full day to reward shareholders in Burling Stores when it reports. You might thing its a bad time to own the Company Since we just had the warmest february in 40 years, but the New Burlington sells a heck of a lot more than coats and people love to shop there. The numbers should be fabulous. We also hear from kroger on thursday and i keep wanting to recommend this supermarket chain, but theres too much price cutting to do anything other than hold on to the darn thing and maybe hope one day there will be an Armistice Day in the grocery war stores. This week isnt known for tech, but i see two worth owning that report after the close thursday. Auto desk, which we profiled quite recently, and marvel technologies, auto desk has had a remarkable run. Marvels moved up gigantically since ive been pushing it. Maybe it takes a breather, but you can either win with a takeout or earnings. However, the run up ahead of the quarter has stolen a lot of this stocks thunder. Finally on friday, janet yellen speaks about economic growth. We need her to come out and make it clear that march is in play and its time for a rate hike. There are so many people like me who believe that the economy is gaining steam both here and abroad by the way. So even if we dont see longer term u. S. Interest rates going higher, theyve been heading down because of tremendous demand for our treasuries worldwide. The fed should still take shortterm rates up to stay ahead of a potential burst of economic strength that i feel is coming. Heres the bottom line. Weve got some incredibly controversial reporting next week while top callers abound. I say if individual Companies Report good numbers, they can buck the topcalling trend provide the company reigns as strong as weve seen since the year began. Lets go to al in my home state of new jersey, al. Caller big booyah, jim, from neighboring new jersey. Close enough to do the job. Whats up, partner . Caller very grateful for what you do, your passion. You make it fun. Thank you. Caller thank you. Jim, vulcan materials. I bought it at its peak at about 134. It dove like a duck. The analysts are favorable, but with Infrastructure Spending on the far horizon, do i hold this for a year or two, and could it get worse in a market pullback . Candidly, i am more of a Martin Marietta materials plan. I think vulcan has been inconsistent versus Martin Marietta. Im not going to recommend you sell this one down because mnuchin gave an interview where it didnt seem like were going to get those 550 billion bonds that you know ive been calling for endlessly. I wanted a 550 million make America Great bond or alternatively a savings bond, retirement bond. Dont give up because i think hes going to do exactly what i have suggested. Hey, but i dont want any credit. Okay, a little. The dows record breaking streak, its impressive but i need you to remember this market is made up of individual stocks. On mad money tonight, nearly 80 Million People grabbed a ticket to win of this companys shows in 2016. Taking a closer look at the experience economy when i talk to live nation just ahead. Plus a company thats lost nearly 90 of its value from its alltime highs. Yes, 90 . This household name behind this decline, and my answer whether theres any speculating on a comeback. And how does one of the largest real estate names in the country blow the socks off of wall street in the face of such sour trends in retail . I dont know. Hey, what do you think of these . My wife picked them up. Cbre did blow off. Id say you got to stay and listen to cbre and stay with cramer. Announcer 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. Your Insurance Company wont replace the full value of your totaled new car. The guy says, you picked the wrong insurance plan. No, i picked the wrong Insurance Company. With new car replacement™, well replace the full value of your car plus depreciation. Liberty mutual insurance. Hi, im frank. I take movantik for oic, opioidinduced constipation. Had a bad back injury, my doctor prescribed opioids which helped with the chronic pain, but backed me up bigtime. Tried prunes, laxatives, still constipated. Had to talk to my doctor. She said, how long you been holding this in . laughs that was my movantik moment. My doctor told me that movantik is specifically designed for oic and can help you go more often. Dont take movantik if you have a bowel blockage or a history of them. Movantik may cause serious side effects, including symptoms of opioid withdrawal, severe stomach pain and or diarrhea, and tears in the stomach or intestine. Tell your doctor about any side effects and about medicines you take. Movantik may interact with them causing side effects. Why hold it in . Have your movantik moment. Talk to your doctor about opioidinduced constipation. If you cant afford your medication, astrazeneca may be able to help. Ways wins. Especially in my business. With slow internet from the phone company, you cant keep up. Youre stuck, watching spinning wheels and progress bars until someone else scoops your story. Switch to comcast business. With highspeed internet up to 10 gigabits per second. You wouldnt pick a slow race car. Then why settle for slow internet . Comcast business. Built for speed. Built for business. Whats the deal with the stock of live nation . Heres a company thats pretty much the only publicly traded play on live entertainment. Not only do they produce and promote shows, but they own 167 venues in seven countries, including some really legendary ones. On top of that, live nation owns four of the five largest Music Festivals in north america. Theyve got an Artist Management business. Best of all they own ticket master. Now, live nations given us a 44 rally since the last time they came on the show a little more than a year ago. Last night the Company Reported its latest results and today the stock got slammed in response. On the surface that doesnt seem to make sense as live nation delivered a small top and bottom line beat, solid guidance. I wouldnt be surprised if the whole thing wasnt profit taking. However we need to be sure. Lets check in with michael rapino, the president and ceo of live nation entertainment, find out more about the quarter and how his company is doing. Welcome back to mad money. Thank you, jim. Michael, its great to have you back. You did it in so many different ways this time. I love the distribution. I just want you to go over for our viewers, its not just ticketing. Its not just sponsoring. Its not just advertising. Artist nation, theyre all kicking in at once. Its really producing a great Diverse Revenue stream for you. Yeah. Were very proud of our results. You know, were the market leader, so weve had a few record years already. So to end 16, you know, top line, bottom line, every business metric, market share across all of our divisions, were ecstatic. We had a spectacular, record year, and the best news is it looks, sitting here in february, like were on to 2017 another continual strong year. One of the things weve been emphasizing is were looking for themes all the time so that if a stock does come down but its part of our theme, we know to buy more. Live nation seems uniquely part of experiential slash selfie theme. People go to concerts and they buy merchandise, and they take their pictures and they do their instagram fashion shows. Youre getting all that kind of feedback, right . Yeah. You know, were biased, but we think we have one of the most exciting businesses in music. Everyone loves to talk about the streaming business and whos going to win that. And god bless them all. We have something very exciting. We have 77 Million People went to our shows last year. We have demonstrated now 12 years in, year after year growth. Weve got incredible tailwinds behind us in terms of this business is growing globally. 19yearolds from columbia to cape town are going to more concerts than last year. Live experience, that two hours of magic is a real kodak moment. When you talk to consumers around the world on what do they want to spend their disposable income on, concert events right up in the top two or three. So we think weve got an incredible business. Weve got huge Global Demand from 19 to 60yearolds. And weve got a great supply. I mean every artist in the world from a club to a stadium needs to be on the road to earn a living and engage with their fans. So were very excited. We kind of look at ourselves as a league in ourselves with 77 million fans and 26,000 shows. We have many ways to keep growing and monetizing that base. Lets stick with that theme. When i tell people i like the stock live nation, i love the fact you have the data bank of names, the salesforce angle. People say wait a second, jim. Ticket master, amazons going to put them out of business. Theyve hired this guy. Theyve hired that guy. Amazons the ultimate ticketer. Why should we not fear amazon if we own the stock of live nation . Right. Well, you know, you look at two businesses. On the live nation side, we have 77 million tickets, and we get to decide how those are distributed, right . So we can decide at live nation whether we want to use amazon, ticket master, or stubhub, right . Thats one of the unique parts of our business. We control the content as well as the distribution. So live nation will do whats right for the business with its content or its tickets. On ticketmaster, one of the things ive talked about for the last two years when we took over ticketmaster is we need to make ticketmaster really like the saber system of the airlines. Weve invested over the last two years in an api to open up our platform. We now have a deal with spotify and facebook and groupon and costco. Weve been talking to amazon. We think having more retailers that we are driving kind of the allocation to is great for the business. You know, 80 of the tickets are not sold out. So weve always subscribed to ticketmaster is the saber, kind of the host platform. But we believe that the retailers like amazon and others can help us sell incremental tickets much like bands in town and spotify have done. So we look at amazon as an additional retail point. We dont consider them a competitor at the enterprise level, and we think they can help sell incremental tickets to concerts and sporting events and more tickets sold helps our bottom line. I read a Pretty Amazing autobiography, back from the dead by bill walton. He postulates hes been to almost a thousand grateful dead concerts. He said the reason why you go to that many is because each one is different. You have such great relationships with these bapds. Have you ever thought about the idea of telling them, listen, we dont want cookie cutter. We want to make it so you want to cleveland, then philadelphia, then boston. Please make the shows different because one of the things i find, if ive seen one show in jersey, i dont need to see the group again in new york. Its going to be the same show. Right. I mean, listen, i think the great part about our business is the artists are spending a lot of money and energy continually reinventing the show. You look at u2 this summer that came out and decided to do the joshua tree tour. We sold a million tickets in an hour. That was a different way to go to the road and do something unique for their fans. I would say were wildly excited that artists are spending lots of time and energy because they realize the show is the most important element to their career, engaging with their fans. Whether its a spectacular production, whether its playing classic albums start to finish, or in that case like the grateful deads and phish and some other great jam bands, switching up the set list every night. I would just say to you that were wildly excited that the concert will continue to be a great experience for the fans because artists are very competitive and want to continually put the best show out there. We see that the numbers are going up for numbers of fans and number of venues you have. How about the idea of just having some huge premiumization . Some of these festivals you have, i feel like my kids are getting a bargain when they go to. What would happen if you did a Super Premium level . Thats why we had acquired a festival called bottle rock out of napa valley. Its a very highend festival. Its talking to the 35plus crowd. Much higher margin than a typical la la palooza festival. We think this is a segment in business, and theres a lot of opportunity overall in the premium business, experience business, higherend business. I think youre going to see whether its at the concert creating special v. I. P. Areas or festivals like bottle rock that are catering to just a 35plus, highend vip experience, we think theres a huge opportunity there. I think youre doing a