Hallelujah now, i for one think that oil is going to stay lower longer. We ran up to that 34 level as we did earlier today. We start getting some real resistance because there are so many strapped Oil Companies out there that need to dump crude on the market or sell futures to its almost impossible to get over that 34, 35 hump. Thats why i urge you to understand the rhythm we have got going here in this market and recognize that occasionally well get selloffs in the stocks of companies that deliver fantastic quarters but have the misfortune of reporting on a day when oil goes down. That could be where the opportunity comes in. What do i mean . Lets take salesforce. Com which reported the best quarter of any Technology Company in 2016. You know i dont likikto chase. The stock missed almost 10 after the quarter. I said you have to be careful because there could be some turbulence that could bring it down. Salesforce itself which obviously did a great job. Chance. I suspect if oil opens lower may get the chance to buy salesforce. As long as you understand oils whether or not you believe that makes any sense, which is irrelevant, then the best moments to buy highquality stocks may be when oil sends them lower. With that in mind lets take a look at next weeks game plan. This one actually starts not on monday but tomorrow. When Warren Buffett releases the Berkshire Hathaway annual report. Lately buffetts stock portfolio has had a tough time of things. Some highprofile disappointments. Im thinking ameririn express and ibm. Ny of us are hoping g at he will address those holdis. Well be reading the letter this weekend and then be listening to the fabulous becky quick interview the oracle of omaha to see if hes sticking with the management of these companies when he comes on air from 6 00 to 9 00 a. M. Eastern. We also care about some of his potions in the oil and gas industry where all of us are grasping at straws. What does buffett think of oil and Gas Pipelines . Do you know he has a monster position in them. How about the down and out railroads which ship crude . He owns the king, burlington northern. I cant wait to hear what he says when becky asks him about these investments. Maybe he will comment on todays big win that he has. Kraft heinz. Reports. Vrx. This stocks been put through the ringer. I want to hear how t ty defend theiaccounting recognition problems. But theres another reason why i care about valeant. This stock is a gigantic holding of bill ackman and his Pershing Square hedge fund. Ackmans been having a tough time of late. Just today when herbalife, a company hes been short for a long time because he thinks its a pyramid scheme, reported a uery strong number and said it might soonesolve its issue with the ftc. This stock shot up 9 points or 20 on that news. You can bet that in this rapaous world if valeantntets hit on earnings, driving ackmans position down, youre going to hear chatter that ackman may have to cover, or buy back his short on herbalife. Thats right. Bad news for valeant m m be more good news for herbalifif how twisted is that . Weve been fixated on the stocks of companies that offer value because its been such a good recipe for success so far in 2016. And we get results from not one but two fabulous plays on value on tuesday. Dollar tree and ross stores. Family dollar. Frankly at first it was a little rocky. That merger, i wasnt so sure. But not anymore. I think now this is a totally winning combination and i expect a very good quarter. That will be another one where if you got a chance to be able to buy it, say, on the stock market being down monday i would buy some. Same thing for ross. Now, ive got to tell you, ross buys all that closeout merchandise from hurting department stores. And while dont like it as much as tjx i bet it does quite well here. Given again how much value figures into thealculus of younconsumers since the giant terrible great recession. They just dont splurge. Wednesday im focused on three analyst meetings, not earnings but analyst meetings. The first is from target, whicic reported a fantastic quarter this week and gave you a clear path for online growth. Something that we had been concerned about because it was weak in the previous quarter. If target goes down ahead of this meeting, again, perhaps because of oil selling off, i would buy the e ock, my Charitable Trust actionalertsplus. C. C has a big position in target. Speaking of oil the best oil of all is exxonmobil. And theyve husbanded their capital and theyve got the best Balance Sheet of any Energy Company in the world. So im going to listen rapt for any clues about what exxon thinks will happen both short and long term for crude. They do have a long term. Exxon has a 50year business proposal. While their record isnt perfect, theyre not blow hazardous to talk about how oils going right back up to 80s like so many of the more rosy oil folks that you have to listen to. Then theres honeywell. Hon. Heres a crazy one. Ceo david cuddy delivered an amazing quarter last month but since then hes been frying to acquire United Technologies, first in a friendly way after United TechnologiesCeo Greg Hayes suggested they talk and then in a hostile way after hayes had second thoughts on the combination. I personally think that as brilliant as the combination might be it likely wont pass muster with all the big regulatory bodies out there, especially the european union, which are l. Do anything to protect one of its own. Airbus, which is obviously a customer of these two companies if they merge. As long as cuddy keeps trying to stock will stay under pressure. Thats where the opportunity comes in. If it werent for this prospective deal blasted again this afternoon by hayes, i bet honeywells stock would be up. Perhaps up considerably now that the cyclical stockare baba in favor. Heres another o orelated play that intgues me. Kroger. In other words, if oil goes down, this stocks going to go down because it takes the whole market with it. Now, i would buy some kroger before it reports because i think the stocks done resting. Its kind of just trading sideways for a while, and i think its about to take off. Krogers such a terrific operator that its very rare for it to ever be off its 52week high. I dont want you to miss the opportunity. This may be your chahae. Will the cell phone and internet of things i. O. T. Internet of Companies Ever regain their well find out when broadcom, thats the merged entity of avago and broadcom, reports. This companys a Communications Tech powerhouse, semiconductor i say overly because there are so many other businesses besides apple. I dont want to guess how the stock will behave because of that apple connection thats in everyones mind. Its more perception than reality. But i bet the quarter will be a strong one. Finally, on friday we get the labor departments nonfarm employment report and ive got to tell you that this may be the only number out there that can possibly supersede or be more influential than the price of oil. Think the stock market wants to see a number thats on the weaker side cause there will be too much talk of a march rate many came into the year betting the fed would give us a march rate hike but a weaker employment number on friday could put an end to all that speculation. If so and we get a friday rally in oil, well, look out above. However, if the number comes in just say the bottom line is that youll be glad to have some cash around to buy the compelling from because of the inane but incredibly powerful oil to stock market linkage that clouds the in the real world ofofarnings and then the fanciful earnings of the s p 500. Lets go to ted in texas. Ted caller bababooyah from the longhorn state. Nice. Caller jim, thanks for taking my call. Im looking at investing in ststwood hotels and resorts. Theyre merging with marriott international. And based on the agreement it looks like the starwood shareholders would get about 70 of stock per share, 2 in cash, and an additional 7 or 8 from a timeshare spinoff. So i would appreciate any thoughts on sure. First i should disclose that in fairness actionalerts sold some stock when it was high and then sold some stock when it was really low. I feel bad about starwood because i didnt stay with the combination. That said, im not crazy about the hotel group right now. So im going to tell you i think after hot has just run from its bottom let i ipull back to 64, 65. Not that i wasnt kicking myself every minute because my Charitable Trust sold very close to the bottom. Thank goodness we sold some at the top. Lets go to joey in florida. Joey. Caller booyah, jim. Booyah. Caller so you talked quite a bit about ling amazonproof stocks. But i came another thats amazonproof and thats Signet Jewelers who operates brands like i like the signetetut theres a credit issue with signet. And by the way the consumer has pulled back from expensive items. It just happened. Its a new thing thats happened in 2016. That makes me like signet less. We were shocked at how it ran up but t think you want to be careful of two that had run up signet and mattress firm. Both concerned me. Shirley in minnesota minute. Shirley. Caller hello. Shirley. Caller im in kansas. Oh, my. Shirley, you jest. Okay. [ rimshot ] sorry. Caller thats all right. May i speak . Yeah. Sure. Go right ahead. Caller wonderful. Weight watchers. Wow, you know, i was kind of astonished. I mean, there was so much hype in the stock because of oprah. And this is not that kind of market. Thats like a biotech stock, that kind of stuff. Its very yesteryear. We dont like speculatate stocks in this environment. That stock ran up. Was the quarter that bad . No. But the expectation his gotten so high. I want to stay away from wtw. Oils in charge, people. And once you realize that, youre going to find plenty of buying opportunities. On mad money tonight, are some compans taking a cue from the mad hatter . Im heading down the rabbit hole and telling you which management teams are living in a fantasy land. Then all week long ive focused on stocks that h he lost their mojo and what they can do to get it back. Tonight i am eyeing a financial player that could actually be worth banking on. And you know i dont like the banks. And the brains behind the breakup of tyco has set its announcer dont miss a second of mad money. Have a question . Tweet cramer. Hashtag madtweets. Send jim an email to or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Madmoney. Cnbc. Com. Can a toothpaste do everything well . This clean was like pow it added this other level of clean to it. It just kinda like. Wiped everything clean. 6x cleaning my teeth are glowing. They are so white. 6x whitening i actually really like the 2 steps. Step 1, cleans step 2, whitens. Every time i use this together, it felt like. Leaving the dentist office. Crest hd. 6x cleaning, 6x whitening ugh heartburn no one burns on my watch try alkaseltzer heartburn reliefchews. They work fast and dont taste chalky. Mmm. Amazing. I have heartburn. Alkaseltzer heartburn reliefchews. Enjoy the relief. Take one of those pillows and take a big smell. They smell really fresh what if we told you we washed these sheets 7 days ago. Really . No way downy . Downy y bric conditioner give us a week, and well change your bed forever. Want more freshness . Add nenedowny fresh protect. Degree motionsense. The worlds first antiperspirant with unique microcapsules activated by movement, that release bursts of freshness all day. Motionsense. Protection to keep you movinin working on my feet all day gave me pain here. In my lower back but now, i step on this machine and get my number which matches my dr. Scholls custom fit orthotic inserts. W i get immediate relief from my foot pain. My lower back pain. Find a machine at drscholls. Com pet moments are beautiful, unless you have allergies. Then your eyes may see it differently. Only flonase is approved to relieve both your itchy, watery eyes and congestion. No other nasal allergy spray can say that. Complete allergy relief or incomplete. Let your eyes decide. Have we fallen down the rabbit hole . Are we suddenly in a fantasy land of talking flowers, deranged queens, mad hatters . How else do you explain a world where executives have such amazingly positive things to say on their Conference Calls and yet their stocks plummet anyway . Lately a number of companies have given me kind of an alice in wonderland vibe. But fortunately, were not through the Looking Glass yet. Even though some days it might feel like it. Because the markrk is typically smart enough to o e through this kind of wonderlandtype commentary. But heres the thing. I tell you to listen to the Conference Calls all the time. And i dont want you getting misled by this kind of sensatatn, lets say sensational offkey Conference Calls. My nominees alice and wonderland awards for statements that are bizarrely out of step with reality. How fitting it comes with the oscars because theres some mighty fine acting going on here. Our first down the rabbit hole nominee, Trinity Industries the maker of railroad cars, which reported a mixed quarter with significantly weaker than expected guiuince just last week. And when i say the guidance was weak, i mean they forecast 2 to 2. 40 of earnings per share for 2016. The analysts were looking for 3. 64. In shoho, things are clearlyly lot worse than they thought. T. However, youd hardly know it if you listened to management reiterating their comments about a record quarter over and over again. Ceo told us that trinity is, and i quote, for the Third Straight year w westablished records s r revenues, net income and earnings per share. Our businesses created value by leveraging their combined expertise, competencies, manufacturing capacity to for a broad range of industrial markets. The most recent quarter completes an impressive fiveyear period in which our company has demonstrated a solid track record of growth. Then another exec. Talks about how their barge team is, and i quote, doing an outstanding job, end quote. And the railroad car business is breaking records. Fortunately, this was pretty obvious. And when you got to the analysts q a portion of the call, thats near the end, the people running trinity admitted that their outlook included, and quote, no material improvement. In the companys economic circumstances. And talking about smaller production footprint, lower demand, weaker market prices for their main rail cars. But until the q a session started trinitys management seemed to be living in another universe for most of the call. One way theyeyidnt deliver just brutally disappointing guidance that ultimately caused the stock to plunge from plunge 22 in a single session the next day yeah, they were way too rosy. Wholesale has been listening to a little too much Jefferson Airplane . How about jack in the box . You want to understand what makes this fast food story so fantastical, you need to understand when jack reported last november the company gave us a very posititi outlook despite missing on both the top and bottom lines. The stock went up on it. On the Conference Call back then ceo lenny comma crowed about their two big brands, jack in the box and qdoba, saying, our level of confidence in our ability to compete over the long term was bolstered by the fact that both brands drove these results by successfully introducing more craveable food and without relying on aggressive discocoting. Fast forward to about a week ago and jack once again missed numbers dramatically. With some truly heinous samestore sales and some very conservative guidance. In a release the company cited aggressive promotions and value read mcdonalds, as the main obstacles for completely blowing their sales targets. Reported jack said they could compete and that discounting wouldnt be a problem. It was more than a problem. But ill give jack in the box this much credit. At least when they reported this time they acknowledged that theyre struggling on the Conference Call and seemed to return to reality, which is good because the companys getting crushed out there. Oh, yeah, the stock was halted when they came out with this news, and it fell 13 points from 77 to 64. In the interim they obviously dont know jack. [ rimshot ] next up, how about linkedin . We already know that linkedins latest quarter was a massive disaster which caused the stock to plunge 44 in a single day and helped drag down the rest of the social mobile cloud, you know, cohort as the companys guidance for 2016 was downright abysmal. International weaknesses a cause of for concern. It was also international concern. Saying a slowdown in europe and asia middle east and africa was hurting their business. What the heck . For years linkedin presented itself as a secular growth story. They never mentioned anything about having some cyclicality. Right up to the moment it slapped you in the face on this most recent Conference Call. Its hard to be that sublimely clueless. Linkedin managed to do it. Oh, and lets not forget maybe best of all or worst of all, depending upon what kind of ostrich youre giving, tableau software. The Analytics Firm that blew up on the same day as linkedin. If anything, its a worse offender. Tableaus guidance was nothing short of disastrous. But if you listened to the Conference Call you might have thought things have never been better. The ceo kicked off the call by saying, and i quote, tableaus mission is to help people see and understand data. And last year we made exceptional progress advancing that cause. We released Innovative New products, expanded a customer base, grew our business. Then they threw out a bunch of rates, new customer wins, and a growing international business. There was no acknowledgment whatsoever that tableaus business seemed to be headed into a hideous downward spiral. How about the deceleration in license references . Why wasnt that up top . What about the slowdown in u. S. Canadian growth . What about the Sales Productivity issues that management mentioned but provided zero color o