Transcripts For KWWL Mad Money 20160211

Earn ings share growth. Our long term Strategic Focus in investment and brands and franchises are drawing value in the businesses. With this good news how much did the stock go up today. Three, four points . Wrong. In fact, it plunged. It lost more than three bucks or 4 today. [ booing ] it hit a new low of 86. Now in heck is that possible. How can a stock like clorox with meager growth sell 26 times earn ings while disney sells less than the average stock in the s p 500. How does hormel, the maker of spam, trade literally at twice the price to earn ings multiple of t ts amazing company. The answer on wall street is simple. Much of disneys growth comes from espn. Though ieger tells us 95 of sports with 81 of those viewers watching espn which engages more than 200 million adults across its platforms. The fact the espn doesnt have as many people watching over cable as it used to. Thats all the analysts care about. Just listen to the questions in the Conference Call after the presentation to see how laser focused the wolf pack Analyst Community is on this one issue. Almost nothing else mattered. Not the theme parks, the star wars down the park. Not pirates. It got so bad that a respected analyst on the call asked eiger maybe it would be bebeer to split the company to nonneed wra side. Get it away. I almost fell out of my chair. Eiger was too restrained and said i dont want to talk about separating the assets. When you go on disney rides, its two years after the movie and disney has to do with the integration of the business. Eige r and i share birthdays. The old guy looks younger than i am though hes are from a yoyoger vintage. Disney works because it is under one roof. A disney divided wont stand to paraphrase another great guy with a birthday two days from now. When i was a Hedge Fund Manager i, too, would have pronounced disney dead. Why not . Eiger talked about an uptick in subscribers but didnt give us details. I would have laughed. I could have said if the up tick is so big, show me the money. Otherwise shut up about it. I would have viewed d is babel about star wars vivio games, disney cruises as dodges for hiding the real flaw of the company. The rise and tragic fall of espn. Back then i would have thought eige r should accept defeat gracefully, not talk about the espn is all that matters. Read mickey mouses obituary, bob. Get a grip. Im not a Hedge Fund Manager. Im a guy who tries to think long term. It is true espn was slowing. I know that its important for 2016 earn ings estimates and people arent watching entertainment the way they used to. Then again when i think about how many times disney has been written off over the years i have been invest ing whether because of the bombs of john carter or tron which signalled the sun setting and the e vie studio. Including abc by other channels or the tired nature of the theme parks that were played out at one point. Nothing new under the sun. I remember when i thought the each time disney reinvented itself through pixar, marvel or star wars. Through the rise of es and the leverage ing of the property. When you have capital, cash flow and reputation that disney has you can reinvent yourself. Even if espn is falling off a cliff which it isnt. All ma mattered was the next quarter and maybe i think about the quarter after that. If there isnt an up tick in subscribers and slowing in the degradation of espn why not short it. There is no interest short term. The package is too expensive for many to afford. Those have to come down. There are too manynyays to watch that arent lucratate for the company. I watch espn on the cell phone. There arent many derivatives we dont need. Too many big sports contracts they paid out fortunes for. The stock has come down huge. It got great value from pixar, lucas film and the wall Street Community had a gu faw about each one including the over pay. I was there when it happened for a price thatatould be halfway paid by this time or the first star wars runs its course with many more behind it. It was a steal. Hopefully there are more laughable deals coming. Maybe there is Something Else out there that can replace the shrinking rev new stream thats espn or the stream that was abc or snow white or mickey mouse or whatever. I dont know where it stops going down. Disney doesnt have much protection. It could increase the payout and become a high yielder. It has so many opportunities. I dont know how much the earnings will be hurt when it comes to how much money espn is going to get per subscriber. I know this. At a certain point soon disney stock will be trading as if it is a big dumb cyclical rather than fabulous brands like procter or colgate but with more growth than the e ckaged goods and cyclicals combined. Calling every day after the close of the market asked how i could be so stupid as to own disney. Dont worry about how the next quarter could be disappointing. Kids or maybe their kids. You can short disney until the cows come home if you are a Hedge Fund Manager you may make money but the decline from 122 to 88 was the one you were supposed to get. Or acknowledge that eventually the cows ce home. When they do, you will want to own it. I would start a little bit at 86. Buy it down slowlylyut surely. It flies back and you u ve some at a great price for an investment. Thats what matters for you. Not the next 2 millili, 4 million or 10 million lost espn subscribers. Long term, disney is going higher. I forgot what a 61yearoldle fool i am. Who cares about the longterm. George in florida, george. Caller yes, cramer, booyah. Booyah. Caller my question is 22 since december especially with the buyers. This is i hate to put this deadly to boel but this is similar. The stock is down to 2. 76 yield at 43. You know arnold donald. Hes come on the show. I wish hed come back. Great guest. Its down 20 . Just buy it. You put on half today and the next bit of bad news you buy the other half. Its ridiculous. Mike in delaware. Mike, mike, mike. Caller hey, jim. Im 28, just starting a new job and going to be invest ing in retirement for the first time. I heard to invest in cbi and cbs, but with the market how it is im nervous to invest. Should i iest in those . I love the question. Fuels. Cvs which is Charlie Victor run by a fine merlot and is doing well. The stock reported a great quarter. I woululbuy that. Dont be afraid. Buy 25 of it now. Say you want a hundred shares. Tomorrow buy 25. 90, another 25, 85 another 25 and at 80, buy 50. Buy in stages and admit we are all fallible. Andrew in florida, andrew. Caller h h, jimmy. Happy to speak with you again. What an honor to wish one of my heroes a happy birthday and also say i share a birthday with you. Oh, my god. You have to comemeack and go to bar san miguel tonight. We are celebrating with the from a diavo shrimp dish. Its good. Caller my question is about mcdonalds. I am of two minds on it. You say nobody got hurt taking profits but i see how well its downturn. Do you think its been consistent because of the safe dividend a la clorox or it has room t trun with increased s se s in the states and most recently japan. This is an unbelievably good question. I think i believe in easterbrook and it will go higher. The fact that it didnt go down big in this exactly as you said. Exactly as you said. If its relling you the stock isnt going back 108, 110 you buy 50 of it here and then hope it comes down. I bet you get that and not much more. All right. Hakuna matata. Disnsn has the magic long term. You have to think long term. On mad tonight, call that is the e ll phone business peaked. Has it been overly punished . I have the ceo. Then 211 ipos in 2015. This year we have had two. Head scratch. Im telling you why the public has had it with ipos and the Largest Hotel company in the world reported winnings. Windham worldwide at lows. Stick 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. Head to madmoney. Cnbc. Com. A heart attack doesnt care if you run everyday, or if youre young or old. No matter who you are a heart attack can happen without warning. If youve had a heart attack, a bayer aspirin regimen can help prevent another one. Be sure to talk to your doctor before you begin an aspirin regimen. Bayer aspirin. Janet . Cough if you can hear me. Dont even think about it. I took mucinex dm for my phlegmy cough. Yeah. But what about mike . Works on his cough too. Cough it works on his cough too. Mucinex dm relieves wet and dry coughs for 12 hours. Right now the conventional wisdom is am has peaked. As much as the market views these stocks with fear and loathing we have to take a more considerer approach. Not just because of the new iphone coming out this fall. At the same time a great many people would be eligible for upgrades from wireless providers. The maker of High Performance radio frequency and analog chips for cell phones, tablets, cars, wirelessle networking an various induststal and military apapications. Sky works is seen as a play on cell phone components, particularly for apple. The stock will be down 20 year to date up nearly 50 from its highs last summer. A brand new low just today. Sky works just reported less than two weeks ago. The companandelivered off 1. 58, revenues that increased 15 year over year. Growth margins expanding. Those are good numbebe. Mamagement indicated theheext quarter might be lighter than usual thanks to weakness at a major customer. Wonder who that is. I have to wonder if the stock hahabeen punished enoughgh lets look at david altars of sky works solutions. To get a sense of how the company is doing. Thanks for having me. Commence volume shipments. First mass production Vehicle Communications gm. Flag ship sasung launched nest. I coululgo on and on. These are 2016 highlights. When would they mean more than one particular customer and that customers window where it is not making cell phones. Well, thanknk thats a great question. As i think you know we we an early mover in takinand deploying technologile that we perfected in cell phones and wifi and connectivity into a host of iot applications and vertical markets. Were in the home or nevt thermostats, smoke detectors, google and roku entertainment. We are in lightbulbs, continuing to round out the portfolio. They are operating over multiple communication bands and we are able to simplify that with the scale and breadth of technology. Make it easy for the consumer and easy for customers to integrate the technology. It is 25 of re new today growing year over year. It will continue to outpace the market to become larger and larger component of the business. How do we get the story other than in your great and play on gaming, 20 hours a month. Streaming music. Standard def video, high def like hbo and espn and 4k video, netflix. You might be the best play on netflix other than netflix. I think thanks for saying that. We are in google devices in the home. We are in virtually every high speed stream ing entertainment device, gateway insisi the home all the devices needed together and the complexity of knitting those Different Solutions together i ithe home whether its speakers, television, security monitoring systems. They are all operating over different frequencies and in different modes. Sky works, better than anybo in the world is able to simplify that in concert with customers, make it affordable, make it small, make it consume less current. I think equally important, drive high speed reliable high speed. Thats going to continue to be a big piece of the business. You mentioned something important toeople at home. Extending we didnt say we want to be an iot player or smart vehicles, vehicle to vehicle or in the connected home or machine to machine. We are solving the problems we had to solve with the kre lou for new companies entering markets that have never been connected. If you look at it as a rolling connectivity is something we could play a major part. Thats a bigger part of the business. Its like youre the patriots. We just presume they will win the super bowl. Then they dont win it and suddenly they y e beatable, not that great. Vonn miller could beat them, one player. I feel something happened where the stock went up a lot. You became the patriots and when you didnt win the super bowl they had to cuyou in half. We delivered earn ings up 30 we are a 40 operating Income Property with growth thats far in excess of the market because we are playing in the right space. We are in mobility, connectivity, increasingly in vertical markets going connected for the first time ever. I think that and as we become more important to the end customers, we are e eing a great deal. We have more visibility now into the second half of 16 well have a terrific second half of calendar 16 and have to work through inventory collection in march and investors will see beyond that. We have been around for a long time. When the company was in trouble, you said the company was in trouble. This is certbinly not the situation now. Our midterm model, one and a half to two years is to get to 8. Well grow faster than the well do it in a careful way. Manage operating expenses. We are now into the low to mid 50s gross margin. Not Many Companies growing with 40 operating income. We event missed a quarter. We are conservative and going after the markets. The iot, connected home and the automobile. You keep delivering, think the stock got too high. What can you do, thats not your fault. Now the stock is too low. David aldridge of skyworks solutions. Great to see you, sir. Great to see you. Thank you, jim. Stocks come down a lot. Somebody bought it at 120. Now half that. Give me a break. Announcer coming up, Rock Paper Scissors is more than just a friendly game on wall street. When the Federal Reserve chair fading, and fuzz. With downy fabric conditioner. It not only softens and it helps protect clothes from the damage of the wash. Sosoour favorite clothes stay your favorititclothes. Downy fabric conditioner. Wash in the wow. Man sternly where do you think youre going . Mr. Mucus to work, with you. Its taco tuesday. Man youre not coming. I took mucinex to help get rid of my mucusy congestion. Im good all day. [announcer ] mucinex keeps working. Not 4, not 6, but 12 hours. Ive been on my feel all day. Im bushed yea me too. Excuse me. Coming through ride the gel wave of comfort with dr. Scholls massaging gel insoles. Theyre proven to give you comfort. Which helps you feel more energized. All day long. I want what he has. Weve got trouble in tummy town. Peptocopter when cold cuts give your belly thunder, pink relief is the first responder, so you can be a business boy wonder do you know that while there have been a couple of tiny bio tech ipopoin february there wasnt a single initial Public Offering last month . [ bear growling ] not one. Just a big fat goose egg making it the first month without a [ booing ] so why has the market for ipo dried up rapidly . The reason is simple. The losses people have been enduring from last years horrendous ipo vintage. Yep, look at whats happened to the companies that became puic in 2015. The ipo class of 2015 has been a debacle. [ booing ] of the 211 stocks that became public last year only 45 are up from the offering price. Four are unchanged and t t remaining 162 stocks are down from where they became public. 76. 8 of the stocks that ipod in 2015 have lost you money. Even if you got in on the initial deal. Take that unicorns. [ bowling pins ] pin action, you are going nowhere. Has the market turned against fresh faced ipos which are more risky than established companies wreckage of the deals . Well, the biest losers among the class of 2015 are too small to talk about on television. Incredible how they have shrunk. I would love to give you the names. Thats not our style. Many are tiny bio techs that are tinier. One of the worst performing stocks that i can talk about, one of the worst performing ipos is terra form global. Thats the spin off from the troubled sun edison. It became public at 15 in july. Now trades at just under 3. Thats a monster 80 decline. On the flip side the best ipo in the class of 2015 is large enough to didiuss on television is shake shack which became public at 21 in january of last year and now is up 65 . Wait a second. Shake shack can hardly be it started trading giviv that the shares opened at 47 and spiked up to 96 and change in may. There were too many deals last year to go through. But the class of 2015 one by one. I think it is important to get a sense of what happened here. By analyzing the performance of last years ten largest ipos. Biggest deal was first data. The Electronic Payments conglomerate taken public by kkr in october. I warned people away from this one inned a vance. Including the truly rid us decline today in the wake of a disappointing quarter. This looked like a loser from the gichblgt with tepid revenue growth, lack of earnings and a heinous Balance Sheet the thesis was based on saving money on Interest Payments by cutting the debt because it had 20 billion. With the persistent turbulence in the credit markets its hard to see how first data can make the better Balance Sheet story with todays quarterly result and you have a real stinker of a stock. Man, what a foul smeller that is. [ booing ] the second largest ipo of 2015, another stinker. Tall grass energy, an oil and gas pipeline partnership. They have just been obliterated. [ ain wreck ] down 60 despite repeatedly boosting the distribution. Who cares . We built out too much pipeline sfrux if oil will stay lower and i believe it will. Last year we saw a bunch of these e mited partnership ipos. It was ridiculous. In the top ten largest deals there were two more pipeline companies, columbia and that was the third biggest ipo. And gp holdings. Columbia pipeline down 40 since it became public. A year a. Gp is ofof31 since last may. This is in a house of pain. [ house of pain ] i dont think there is any end in sight. It may not be near time to bottom fish. For the record on mad money we dislike all fossil fuel stocks because you dont need a weather man to tell which way the wind blows. These are hardly unique. Consider ferrari. It was spun off by Fiat Chrysler in october. Since then they have lost 42 of value. Some of it because it went public with a sky high valuation making it far morexpensive than other plays like tiffany, coacor louis vitton. When the Company Reported the First Quarter out of the gate it gave like guidance. Investors believe the super high end cache could trump weakness. Im glad i told you to jetison this one. The number five dealn 2015 was univar, cond Largest Global l chemical distributor. Basically the middleman connecting small and mid sized customers with the Major International chemical companies. This is another one thats totally horrific. Stock is down 50 since the ipo in june. Some of it is because it is practically a rollup as it has a history of borrowing money to make acquisitions. Not the best place t tbe now. Worse, oil and gas and mining represent the largest end mark at 17 of company sales. Thats a poorly tid ipo travesty. Next up, fitbit. The wearable fitness device maker that became public in june and has come down more than 27 . Yes, i know. The investors saw that released today. I like fitbit. The company has a great ecosystem, profitable, has post ed numbers since becoming its dogged by increased competition. The stock k lls only at 12 times earn ings. Le of the whole piece here i think it is a buy. Its a bargain. Ahead of their next quarter in less than two weeks. You need to be ready for pain. The market hasnt cared about great numbers from these guys in the past. Last years 7th large e ipo was blue buffalo pet p pducts. The Fastest Growing pet company in the u. S. With a focus on high quality dog and cat food made from natural ingredients. Blue buffalo is down 20 since the ipo in july in part because the stock went public at roughly 40 times earn ings, undeserved even as the saels growth was decelerating making no sense. A total dog even as i feed it to both bug and ef rest everest the dogs of my life. Trans union only down 4 from hallelujah not to mention the other members of the class of 2015. With worries about the high yield debt market putting pressure on the banks, the Stock Plunged more t tn 20 . Ile analysts are fans, i say if you want to own a nonbank financial i would go with one of the credit card companies. Kierney financial is not a true ipo. It was a publically traded entity but they followed the acquisition of atlas bank formed the new corporate entity. While they are unremarkable the shares are up. You heard me. It shows the market could recognize vavae. This is the bottom line. When you examine the ten largest since becoming public. Eight are down double digits. The only winners in the top ten were kierney financial. If you are wondering why companies are reluctant in this environment remember the hideous performance of the ipos. Keep your powder dry until brokers recognize that they inflicted a lot of pain on you. Finally allowed you to make money on the deals to come. Joe in my old home state of pennsylvania. Joe. Caller b byah, jim. Booyah, joe. Caller love your show in montgomery county, pennsylvania. Thats where im from. We had courtesy from shortys today for my birthday, thank you. Whats up . Caller heres my question. U. S. Foods. For a company to apply for an ipo when t t market is in disarray, they have to have a lot of confidence in the company. Are they a buy . This is whats important. You haha to listen to me. Its one to the brokers to make everybody money. They should do what sin crony did with ge. Price it low so everybody comes in and buys. Well be a a over the pricing atat a right price u. S. Foods is a buy. Wrong price, im sorry, brokers. [ bell ringing ] the bell has tolled for you. The ipo market has dried up and if you look at last years roster you will understand why. More mad money ahead. When is the last time you stayed at a ramada, Howard Johnson or went up to the windham grand. We are talking about start ups like air bnb and they arar playing rock, paper and scissors. No better way to celebrate than with a new edition of the lightning round and the fra diavolo shrimp at bar san miguel. With new plumpify mascara a ginormous lash lifting brush boosts lashes to 50 times the volume and lifts lashes up up and away. New plumpify mascara from easy breezy beautiful covergirl and try new trunaked shadows and liners 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. Did you know theres a cough liquid that lasts for twelve hours . Try delsym twelve hour cough liquid. Its advanced formula releases powerful medicine that acts fast while its extended release medicine lasts for 12 hours. Try delsym. Olay total effects a skin transformation that rivals the leading Department Store moisturizer. Revives s in to fight 7 sisis of aging. With olay, you age less, so you can be ageless. Olay. Ageless. Seems like weve hit a road block. That rememds me. Anyone have occasional constipation, diarrhea. Gas, bloating . Yes one Phillips Colon Health probiotic cap each day helps defend against occasional digestive issues. With three types of good bacteria. Live the regular life. I know we are supposed to worry about a slow down in travel and leisure spending. Did you notice wyndhamels quarter . Think ramada and days inn as well as the purveyor of vacation ren talls. When they have higher than expected revenues not to mention a robust guidance pay attention. In the wake of the numbers the stock is four bucks off the 52week loselling for less than 12 times earn ings because of the big picture fears about a slow down in travel. The board just approved of a 1 billion increase in the buy back bringing the toe tall repurchase authorization to 1. 3 billion. Thats 17. 7 of the karkt map. There was a 19 dividend boost to bring the yield up for a growth stock. All ofofhese moves suggest t t stock has gotttt too cheap to ignore. Steve holmes is the chair mand ceo. Hear more about the prospects. Welcome back. Thank you. Two things tell me the stock is cheap. First, your company has bought back a mon mental amount of stock. Im talking about shnking in the last five years. Second, you have been a buyer of the stock. Think it is going up. I have a big holding in the stock. It is my net worth. I just bought some today because it was bond the point of being cheap. Our company has bebe buying it. 166 millionle down to 119 llion in five years. Thats almost like making it private because its so cheap. We produced the cash flow and we said consistently if we dont have acquisitions to pursue we will devote the money to payingle larger dividend, as you noted and buying back the stock. One thing i love is that you u dont sugar coat it. Here it is. You talk about, okay, listen. We have a downturn in brazilian travellers. Flowing to miami and orlando is still okay. You have to mark it. Its not like you are sitting there thinking everything is fine. Youre saying those things have driven the stock down too low. Without a doubt. The business which is the Hotel Business which is frankly not the largest segment. This largest segment by far is the timeshare. It doing spectacularly i never r ought i would see revpar in the Oil Producing markets in the u. S. Go down by 30 . Thats an incredible drop. Despite ite have an increase. Without it we would have had a healthy increase. One thing i like about the Business Model is you are kind of both air bnb and the hotel. You have the fabulous reservation system. If you wanted to. You have the home away deal. Not like you couldt be air bnb but people keep telling me be care of, air bnb will kill them. Its a competitor in a sense but not really. They take listings of peopleu homes or the condos and rent them out. We do professionally managed ren talls. Keys over, collect the money, make sure the place is lean and looked after which is important if you own a house like that. Isnt it a Better Business . We think so. It is a busineus that doesnt get asasuch attraction from wall street because its not high tech. Its not social media. It is more of a nuts and bolts business. Great business, tremendous loyalty. We have been in the business for 70 years. Some of our businesses in europe have been around 70 years. These are long term sustainable businesses. There was a downturn because of a credit crunch. Are you seeing anything that makes us worry about credit and we feel really good with the dynamics of the business now. There is nobody like us with the strong. There is something going on in the s scks. We have had marriott and starwood. Many of them are more hotel. We did have marriott Vacation Rentals on. The stocks keep going down. I have known you for a long time. Maybe you can help me. Is there something im missing . You mentioned texas. You mentioned the brazilian market and t stronger dollar. Those shouldnt equal the price declines. No. If you looooback you mentioned the downturn 2008, 2009. Well handle the e but not the p. The market has to decide what will happen there. Well continue to produce. Well be consistently producing. We tell you what to do and do it. We are very predictable. Thats a good attribute for a company. Is there something secular, millennial about travel. I know millennials arent getting car it is way they used to. They would search for value. Say they need to be sold. Have they gone out of fashion . Absolutely not. The millennials, the average age of buyers of a timeshare has gone from 56 to 39 years. It is coming down. Frankly millennials love to they want to get out there. We think what well see over the next ten years or sosos really the democratization of travel. More countries have larger middle classes that will be traveling. Nol just the u. S. But around the globe. Those will start traveling. When they do they might be value conscious, right up our alley and they might like timeshares. Basically the first sharing economy. Im looking at it two ways. You made sense and you wouldnt have bought the stock if you didnt believe in it. Thank you to steve holmes of wind ham worldwide. The stock is cheap but more importantly hes buying. Mad money is back after the break. Announcer lightning round is sponsored by td ameritrade. It is time. It is time for the lightning round. You say the name of the stock. I dont know the calls or the name of the stock ahead of time. I tell you whether to buy or sell. When you heathis sound [ buzzer ] [ buzzer ] thank you to steve holmes of wind ham worldwide. The stock is cheap but more importantly hes buying. Erzz mad money is back after the sponsored by td ameritrade. Choose to move freely. Move free ultra has tripleaction support for your joints, cartilage and bones in one tiny pill. Move free ultra. Get your move on. And now try move free night. The first and only 2i. 1 joint and slp supplement. Ugh heartburn no one burns o omy watch try alkaseltzer heartburn reliefchews. They work fast and dont taste chalky. Mmm. Amazing. I have heartburn. Alkaseltzer heartburn reliefchews. Enjoy the relief. Stress sweat. It can happen anytime to anyone. Stress sweat is different than ordinary sweat, it smells worse. Get 4 times the protection against stress sweat. It is time. It is time for the lightning round. [ buzzer ] then the lightning round is over. Are you ready, skeedaddy . Time for the lightning round on cramers mad money. Im starting with jose. Caller if gas prices stay below 2 in florida. My stock is spirit airlines. I like spirit. I feel bad. I like delta and southwest. The charts are awful. Nick in pennsylvania. Nick. Caller my question is about riteaid. Buy it either way. They either get the big finish or go higher. Either way i like the situation. Sage in california. Hey, jim. Wep. No one can live long enough to deal with the pain of williams partners. Dave in illinois, dada. Caller happy birthday, my friend. My stock is intron. It is a jack of all trades. Bill miller likes it. People think they have a killer for mosquitos. They can do a lot. It is a nutty stock but a great spec. Chris in florida. Chris. Caller booyah, jim. Booyah. Caller jim, opinions on position in coneco phillips. Youre right. Mike in new york. Mike. Caller hello, jim. Thank you very much for taking my call. My pleasure. Caller im thinking of buying master card andisa. Whats your take . Six and a half dozen. They are both unbelievable managers. I wont rule against either one. It might be a coin flip. Lets go to mike in puerto rico. Jim, good afternoon. Can we get your opinion on tupperware . I think it is down too much. We have to have rick back on the show. We have to deal direct with rick for the answers. That, ladies and gentlemen, is the conclusion of the lightning round. Announcer the lightning round is sponsored by td ameritrade. He decided to save money by switching his motorcycle insurance to geico. Theres no shame in saving money. Ride on, ride proud. Geico motorcycle, great rates for great rides. Seems like weve hit a road block. That remin me. Anyone have occasional constipation, diarrhea. Gas, bloating . Yes one Phillips Colon Health probiotic cap each day helps defend against occasional digestive issues. With three types of good bacteria. Live the regular life. Phillips. I take prilosec otc each morning for my frequent heartburn because you cant beat zero heartburn prilosec otc. One pill each morning. Rock, paper, scissors, shoot did i win . I won hey, m a sore loser. Every day this market plays rock, paper, scissors and it is a curious game im sorry about that. It goes on endlessly but starts up the next day. Maybe you want to play with me sometimes. The scissors are the Federal Reserve. The rock is oil. And oil can smash anything that the Federal Reserves scissors ththws at it. If oil goes higher like it did earlier today before pulling back in the afternoon janet yellen can yap all she wants in front of congress about the need to raise Interest Rates without world. Oil is that powerful and has the added advantage of being dumb as a rock. When it goes higher its good for the whole overall market. Its especially good for companies that do poorly in the real world when oil goes high. If gasoline plummet s to a buck a gallon it would be amazing for consumers. They would do more outside. It would be fabulous for all the cogsumer goods makers. Almoststverything they do frfr packaging to ingredients to shipping requires feed stock made of oil. You can raise earnings per sharest mats for all the Companies Just from having energy go down in price. Of course the stock market has a ridiculous disconnect t ere the stocks of all the companies go down when oil goes down. The opposite of what would happen in a rationale universe. Now how about the issors of the fed . What can they do . When janet yellen smacks of going on auto pilot, she can heart beat. You have to hang on every single word because the wrong one can cut paper stocks like no tomorrow. Dont rule out the power of paper. Of individual stocks when we get earn ings from facebook or google they can smother oil as long as crude isnt in a free fall. Paper earn ingcan be not so hot like disney, time warner or below expectations. M sorry. Given that we are in a rolling bebe market, whatever is on the agenda whether its negative like last week or banks like today or forever it seems anything can cover up the rock of rising oil prices. Thats tough. Rising oil prices can make even thworst stocks go higher. Paper, scissors. It is basically zero sum by the hour. Every single element of the game is in play at all times. We can have the rock of oil, yellen shreds hope before stalling a march rate hike and crushes the uplift in stocks. Then you typically expect it when oil goes higher. Its an infantile game that proves one thing. If you play it long enough you will lose n. A good market rock cant trump anything. Nor can paper or scissors, they work in concert and we go high or they cancel out a a nothing happens. In a bad market you get like we had today where the objects are in motion and the lose er is the portfolio, especially if you tried to win with paper because you thought the hand was set up for a triumph. Its too much for many which is why so many people leave it every day and honestly who can blame them. The stage manager, care to play again . Rock, paper, scissors, shoot. Stick with cramer. I think we shouldve taken a left at the river. Tarzan know where tarzan go tarzan does not know where tarzan go. Hey, excuse me, do you know where the waterfall is . Waterfall . No, me tarn, king of jungle. Why dont you want to just ask somebody . If youre a couple, you fight over directions. Its what you do. If you want to save fifteen percent or more on car insurance, you switch to geico. Oh ohhhhh its what you do. Ohhhhhh do you have to do that right in my ear . I take pictures of sunrises, but with my back pain i couldnt sleep and get up in time. Then i found aleve pm. Aleve pm is the only one to combine a safe sleep aid plus the 12 hour pain relieving strength of aleve. Im back. I am so excited tomorrow. We have panera. Did you see the quarter . I like to say there is always a bull market somewhere. I promise to find it for you on mad money. Im jim cramer. See you tomorrow. Its thursday, february 11th. Coming up on early today, the fbi is surrounding the oregon refuge is negotiating the surrender with the armed holdout. Two candidates fall as the president ial hopefuls descend on South Carolina where they want to see who can take a political punch. It plus a frightened Wild Elephant runs amuck causing damage and fear. Into a winter wonderland