Marathon traded at 41. Oh, geez. Back then marathon seemed to be a logical takeover target and a fantastic fount of oil. The company had a huge amount of money to be one of the largest independent Oil Producers out there. Big eye with as. They put up spectacular numbers. Earnings peaking at 4. 48 a share in 2014. In 2015 they lost an astounding 3. 26 per share. Wow. Just like that. All the debt turned the stock from a market darling into a pariah. In october with the stock down more than 50 from highs marathon slashed the dividend by 76 in order to save 425 million in cash flow. Management indicated the quarter would come in better than expected. What happened . The stock jumped 5 on the news. It was a phony rally though. [ buzzer ] with oil plummeting to 26 the stock nose dived to 6 and oil then jaunted to 33 at the end of february, taking marathon back up to 8. 23. At the end of the day when it finished at 8. 23 the Company Announced an offering of 135 million shares in whats known as in the hole, meaning a substantial discount to the last sale. Marathon seemingly desperate for the cash needed to keep drilling and keep the bankers happy priced shares at 7. 65. Wow, a big discount to the last sale. So big institutions flocked to it. [ buy, buy, buy ] in the end the company was able to sell an extra 10 million shares. Ever since then with oil continuing to rally marathon stock has never flowed back. At 11 and change the bottom fishers got a 44 gain, a little more than a few weeks time. Thats phenomenal. Perhaps more phenomenal is about marathon and its bankers, those fears seem to have disappeared with the billion dollar plus secondary offer. It was diluted. Meaning when earnings come back, if they come back, each share makes less. The beautiful thing is the company will live to play again even if Oil Prices Stay lower longer. We have seen the deals before. Devon sold shares and that came right after the company stated it didnt need the money. Stock is now at 24. New fuel its nearly at 30. I can name another dozen of the oil deals all with similar results. All of the stock offerings do two things. They give the company cash to keep drilling and covering interest expenses and give the banks breathing room so as not to write down debts. The former is why the stock can pop considering an instant steroid that makes them better. The banks can rally, too. Oil related losses. If the companies can issue equity in the hole, so to speak, and so many guy boous make money on the deals why not expect it can happen to any player in the oil patch . For example, lets do speculation here ourselves. We know thats chesapeake owes billions in debt. Its stock was at 1. 50 one month ago. As the deals played out and oil rallied even with natural gas at 17year lows it is possible chesapeake which is 5. 23 could pull a marathon and raise money to cover debts that may come due in the next year or two. We dont know when or even if the equity offerings will occur but we know the stocks have run far further than where they were the day before the deals started. You can understand why the higher chesapeake stocks go the deal makes everyone happy. That argument is a huge fear for short sellers. The stocks until recently. The marginal Oil Companies looked like they were to go under. They didnt need to worry about it. It could be positive. As was the case for many tech deals the last two years. They were insider selling. All bets are off if oil comes down. Safe to say what you are seeing is a capitalist system at work. While there have been virtually no ipos of late these secondary offerings allow companies to raise money as surely as an ipo and the companies play another day. This is not just isolated to oil. We have been experienced extraordinary moves. No commodity has beaten down more than iron ore. Its falling from excess supply for years now. This weekend however the Chinese Government announced aggressive goals for better growth. Those who have been betting against iron frantically scrambled to cover. Wow. Record. The impact once again allows the Iron Ore Companies to do the same thing it is Oil Companies have been doing as their stocks soar. Valet, the brazilian ore producer that now can help fix the Balance Sheet if it wants to. Copper, gold and oil from freeport. The stock has almost tripled from the january bottom when the survival was at stake. They could easily sell 100 million at nine and change, the usual discount. And any near term likd ti concerns to allow the stock to climb higher. Thats the virtuous circle at work. The moves also boost the stocks of mineral and mining hence katzer pillar from 58 in mid january to nearly 75 today. Thats a commodity stock, too. What could be next . How about aluminum . Nonprecious metal has gone from 66. 5 cent whence the new year began to 72 cents and change. Thats a big percentage gain. Aluminum was getting hammered. Alcoa was one of the best shorts out there. How can anyone justify betting against the stock since alcoa will be breaking up into a highly value added Engineering Company and a pure play on higher aluminum prices. I have mixed emotions based on Commodity Prices rising and frankly thats just not going to happen. It cant last. However when you consider the Way Companies who have issued equity have been able to stave off the grim reaper you can assume the worst is over for a commodity stock that advanced out of the 2 to 3 range where they are scared bankruptcy could be on the horizon. Here is a warning. I would not buy the dollar doubles. They are too dangerous. As a Short Covering rally. Bad news for these bears. Every substantial rally i have ever seen in my career started as a Short Covering rally. This is no different. Whats true is that just like when the banks did equity offerings in the Great Recession they got saved. Le thgs the this is the same thing. The commodity rally cant last forever but the secondary offerings make it selffulfilling and thats just plain bullish for a new beaten down sector. I want to go to brian in new jersey. Brian. Caller yes, jim. Considering the thought that the fed will raise rates at least twice this year how will it affect bank of america . We own bank of america for my Charitable Trust because we thought there would be two rate hikes. Without the rate hike it is stock isnt in good shape. With the rate hikes it is. Its pretty binary so the stock be carefulle if you think the fed is on hold the stock could slip back to 13. Frank in new york. Frank. Caller hey, jim. Booyah. Great show. Youre very kind. My staff brought me tea so i can continue. Caller theyre the best, jimmy. Yes, they are. Caller when is skechers going to get the respect it deserved. Under armour sells for 80 and nike for 30. A 30 pe. We are sitting with a 22 pe. This stock is going in leaps and bounds, jim. It should have at least a 30, 35 pe at least. When yes going to get respect for skechers . One of the reasons it hasnt gotten the respect youre thinking about is its moved. Its a 5 billion company and it was just a couple million not long ago. In the end, nike and under armour are considered more proprietary which is why they multiple. We can quibble about what its east trading for or accept that now skechers is in a show me mode. We want to see what the next quarter does. The last quarter didnt excite people. Maybe this one will. Matt in new jersey, matt. Caller booyah from rutgers always great to hear the students call. Thank you so much. Caller jim, my question is about anheiserbusch. They were forced to give up the miller, coors and chinese snow brewer segment. The stock pays a nice dividend. What do you think about the stock and when should i get in . I like the story very much. I think anbev is good. For a person who wants income stream thats the best. For someone who wants capital growth, really appreciation in the stock i suggest kons installation brands. I think the rally in commodities could be real. Pull back you will buy them. Maybe wont last forever but things look bullish. Tonight, started from the bottom and we are here. I will tell you if the market found its footing and why. Then do disappointments in the market come in bulk . Ill tell you why costcos earn ings miss was a critical moment for the stock. From shake shack to mcdonalds there are a lot of cooks in the kitchen. Tonight i will tell you which restaurant stocks are separating themselves from the pack. Why dont you 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. Olay regenerist renews from within. Plumping surface cells for a dramatic transformation without the need for fillers. Your concert tee might show your age. Your skin never will. Olay regenerist, olay. Ageless. And try the microsculpting cream you love now with lightweight spf 30. Discover new magnum double raspberry. Made with the perfect balance of raspberry ice cream, luscious raspberry sauce, and belgian chocolate. Discover magnum chocolate pleasure. Working on my feet all day gave me pain here. In my lower back and get my number which matches my dr. Scholls custom fit orthotic inserts. Now i get immediate relief from my foot pain. My lower back pain. Find a machine at drscholls. Com jill and kate use the same dishwasher. Same detergent. But only jill ends up with wet, spotty glasses. Kate adds finish jetdry with five power actions that dry dishes and prevent spots and film, so all thats left is the shine. For better results, use finish jetdry. Shoulders dont just carry pads. They carry your fans passions, hopes, and dreams and maybe, a chance at greatness. Because shoulders were made for greatness. Not dandruff gumdrops on butterflies, the fun cant be beat. Bunnies are so sweet. Rice krispie treats make easter hop how many ways can you. Snap, crackle, pop . Find these treats and more at ricekrispies. Com. Maybe we should call it the jamie diamond bottom. Im talking about the run. Shares of the stock between 53. 14 and 53. 30, within pennies of the act low. It was a beaten up stock at a beaten up moment in the market. I know diamond didnt set out to call a bottom. But looking back from the current price of 59. 94, this well timed buy had more to do with the prevailing gloom, three and a half weeks ago than the conditions at the bank. Not only is jpmorgan up since then but the dow lost from 15,660 to 17,773 and the s p from 8,129 to 2,002 today. What allowed the averages to roar higher. Lets set the scene. Stocks had been falling for a week before the bottom. Many stocks were well off the 52week highs. In the priest week we saw the f. A. N. G. The last of the Tech Leadership had finally been taken out and shot. But the selloff that awaited the market the following week was about far more than tech earnings risk. Wasnt about cyclical risk. At that point Systemic Risk had become the order of the day. They are always frightening. What were they . First, oil. By the end of last year most investors had come to believe Lower Oil Prices would allow the consumer to spend more thus boosting the numbers of the Service Oriented Companies Like the retailers. As the price of crude plummeted from the 40s to the 30s the attitude began to change and we started becoming nervous about the risk to the Financial System caused by plunging oil prices. High 20s near the end of january but the bounce failed and began a relentless decline through february. That very week a cover story said here comes 20 oil. By midweek we hit 26, the low for the cycle so far. Of course we had no idea it was low at the time. For the first time we began hearing chatter about the stress in our banks Balance Sheets from oil loans which had relatively low priority when the Companies Report it is previous stories of giant credit line draw downs from Oil Companies that were strapped which reported to lose 350 million a day permeated the training and infiltrated the headlines. The sell off which seemed contained only accelerated when oil hit 26. At the same time two other powerful forces pulled down the markets. That was the week of the new considered to be a gadfly left wing candidate his victory came as a shock to many including perhaps Hillary Clinton. The media played it up. We started looking into what sanders wants to do. It became clear why hes a socialist. Hes the enemy of the banks and any big corporations. We didnt know at the time but clinton was the prohibitive frontrunner to be the democratic nominee which was clear after she swept the south on super tuesday. Not only have one wild man donald trump but another coming from hijack bernie sanders. The other side of washington we worry about, the fed wasnt doing the market favors either. Janet yellen testified the bottom of the market. Her testimony dove tailed perfectly with the zeitgeist that predominated at the moment. Tightening . Worst of both worlds. That was enough to send treasuries soaring. Fell el to 1. 6 a level indicating tremendous. We see it in the common stocks of the bank known as the contingent convertibles of the bank. The Lehman Brothers of this era, i found that story very hard to believe. Deutsch bank had taken many charges already and issued a ton of equity. Plus the super stock market backing by any means necessary mode. Very negative Interest Rates to ensure nothing catastrophic i doubt the big bankers have an emergency hotline to one another but jamie diamonds brilliant buy coincided with something remarkable. A statement from deutsch bank saying not only was it not in trouble but it was going to buy back more than 5 billion in the same troubled bonds. That wasnt in the doom loop chart the wall street journal ran that week demonstrating the powerlessness to save us from armageddon. When we look back it seems easy. When deutsch bank put its money where its mouth was the moment was washed away. The systemic ris. At the same time jamie diamonds insider buying reminded people that the stock might be cheaper than it looked even if the fed doesnt continue to raise rates. It was a real vote of confidence that i was dismissive of at the time. How about oil . That 26 price was the exact bottom. While oil might be lower longer there is a big difference was more than 11 lower back then. The Oil Companies as detailed earlier are coming to the market en masse with equity to give them more flexibility. Oil may not be out of the woods with the count low but iran is proven to pump a much larger mount than before the u. S. Sanctions and the world wide sanctions i guess you could say, and the u. S. Will have a down year in 2016 because of the lack of drilling. In short the bounce back to 38 a barrel back into january levels is based on something. Bernie sanders is a footnote now that Hillary Clinton has the commanding lead. Looks like she can win out. Next the banks may not have strong earnings but at least stunning declines in the preferred shares are over. I look at those. The big sell off in the Real Estate Investment trust seem to have ended, too. The higher yielding bond market equivalents trade together. Put it all together and you may have an end to the stealth bear market that lasted for months and months. Backing until 2014. What we know is that the diamond bottoms looking increasingly real and, yes, very positive. Much more mad money ahead. Everybody loves a bargain. But after costcos latest earnings is it worth picking up the stock in bulk . Maybe avoid it entirely . A company trying to minimize a shift at kitchen tables across the globe and is it time to gobble up the restaurant stocks . Highlighting companies that should show staying power. Stick with cramer. My son and i used to watch the red carpet shows on tv now, im walking them. Life is unpredictable one thing i need to be predictable is to be flake free. Because i have used head and shoulders for 20 years. Used regularly, it removes up to 100 of flakes keeping you protected you ready ma . Always life is unpredictable, so embrace it head and shoulders. Live flake free for life gumdrops on butterflies, the fun cant be beat. With little candy noses, bunnies are so sweet. Rice krispie treats make easter hop how many ways can you. Snap, crackle, pop . Find these treats and more at ricekrispies. Com. 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. 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. Lets end this dry spray . Its already dry no wait time. This is great. Its very soft. Can i keep it . laughs all the care of dove. Sometimes a disappointment doesnt necessarily disappoint. Just look at what happened with costco which we own in the Charitable Trust. It reported last thursday and posted a real departure from the long term record of excellence. What happened on the day the number came out . The stock barely moved. The reason, what we have here is a case where negative seeming scenario could be positive from the real world. You see, everyone presumed hard linen sold the stock. This isnt a story but costco is the recent example. Everyone expects it to be bad but the stock fails to go down you have to view it as positive. A sign investors see the situation could get better. Why . Lets think deeper about what happened to costco. The markets reaction is a positive development. First you need to understand the setup going into the quarter. Why everyone assumed it would be disappointed. Costco reported same store sale numbers came in at 1 . Even after the lousy january numbers the analysts continued to believe in the companys long term prospects. Beyond that the bullish analysts said costco would be up against easier comparisons to make the same store Sales Numbers look better Going Forward which brings me to the quarter from last thursday. The overall mood headed in the latest quarter was one of everyone knew january was ugly. We had the number already. Everybody knew costco was experiencing deflation. Both with the price of food and the price of gasoline. Two things resulting in lower average ticket prices for customers. Trends were decelerating. Costco was up against several other head winds into the quarter. The company was up against tough comparisons from the year before and we learned it was experiencing a delay in transitioning the member credit cards away from American Express to citigroup so new member sign ups were likely be meager until the transition was complete in june. In short, going into the quarter last thursday everybody in the know understood that costco would deliver sub mar results. When it had an earnings miss on weaker than expected revenue with not so hot same store sales up 1 overall including a 3 down by a 7 decline in canada and 3 in international. Both courtesy of the super freaking strong dollar, most investors were far from surprised. Not a great quarter. Then again, nobody was anticipating one which is why after the stock dipped from 152 down to 147 last thursday it rebounded back up by the close. Costco missed the numbers. When the stock sold off in response investors bought the stock aggressively. When is a disappointment not disappointing . Simple. When its really not a surprise. For example, going into the quarter the analysts almost universally agreed earnings estimates for costco were too high making an herbings miss a foregone conclusion. No surprise. When you dig beneath the numbers there were very positive aspects to the quarter. For example, costco told us that the february traffic increased by a little more than 3. 5 . Thats a real improvement versus back on track when it comes to bringing consumers to the store. Costco saw an acceleration in membership fee income which increase ed by 3. 6 year over year as the analysts looked for a 1. 9 gain. The fees are a huge part of costcos business, one that accounts for threequarters of the operating income and the numbers were supposed to be awful given the transition in the Company Branded credit card i talked about. Costco put up impressive membership fee growth year over year and versus the previous quarter. The Company Posted strong renewal rates, 90. 5 for existing members. Hardly anybody has those. In short while costcos quarter was disappointing on the surface, extremely important line items were stronger than the analysts or shareholders were expecting. First of all costco is up against easier comparisons, both traffic and same store. The transition from american ex press to visa and citigroup the new citi and visa backed cards are expected this june. When it happens it should provide a major catalyst for new member sign ups. Once costco switches to if the visa network they get a boost. 40 of americans have a see visa so once the switch takes place many more people can buy things with crate card at costco. Well see more and larger purchases. Next up costcos anniversary of the big decline in food prices thats been taking a chunk out of the Company Sales results. Investors expect them to raise membership fees next year. Well start thinking about that soon. Historically the Company Raises fees once every five or six years. Management said it wont year or early 2017. When it does happen, we know it will provide a boost because most people renew. Here is the bottom line. In order for an ugly quarter to disappoint people it has to be a surprise. In a costco case nobody was surprised by the lack luster results last week. If anything, many of the crucial line items for stronger than expected and now with the ugly quarter out of the way costco could work higher Going Forward which makes the stock a buy into any of the weakness that continues into todays ugly close that we had in the stock. Lets go to ray in new jersey. Ray. Caller im a fist time investor. Do you think walmart is a good First Investment for a new investor or would you gear me to another stock for my startoff in my port portfolio. Timing is everything. Walmart was up to 68 today. I would do this. Taking a long term view i would buy some here and hope it comes this is a market that has taken the stock up a little bit further than it should be. Buy half and see if it comes down. Joe in new jersey. Joe. Caller hello, cramer. Hey, joe. Caller thanks for all you do for the home gamers. Thank you. Caller yes. My question is on kroger. They had an earnings bead but missed on revenue. Right. Caller some say it will outperform. Friday i bought more shares on weakness. Was that a good move . Yes. I think kroger is over done. The down side, doesnt mean it cant go lower but it means this is a Great American retailer. Its had a couple of bad months and i think its right back on the game. Costcos disappointment wasnt really a disappointment. With the ugly quarter out of the way the retailer can, over time, work higher. Over time. Remember, think long term. More mad money ahead including is it time to ride happy meals to profit . And all your calls rapid fire in raspyvoiced lightning round. In our house, imagination runs wild. But at my table, i keep the food real. Like country crocks recipe made with real simple ingredients. And no artificial flavors or preservatives. Real Country Fresh taste from real ingredients. Welcome to crock country. Because im a woman. Do you think im gonna crack under pressure or conquer the field . Defy expectations any day with always infinity. Made with flexfoam. Absorbs 10x its weight. Announcer is the future of food taking root now . This San Francisco company produces a plantbased alternative thats cracked the code of providing cheaper, healthier, eggfree products. Can the story continue to at satisfy private investors as hamptons creek expands beyond cookies and mayo or will they be edged out. If you want your head around the important movies out there sometimes you have to check in with privately Held Companies with cutting edge technology. We are witnessing a massive shift to healthier eating including more ve gan options for people who wont eat meat or dairy which brings me to Hampton Creek, buying just mayo and just cookies, plant based products up ending traditional food makers. Last week they announced a major rollout. 43 new plantbased products set to be launched in the coming months including major retailers like walmart and target. Lets check in with the cofounder and ceo of Hampton Creek foods for a sense of the new developments. Welcome back to mad money. Hows it going, jim . Show us what youve got thats new, josh. We have one of 43 products in front of you. We decided to launch pancakes and some of the pancakes dont have your face on them but the one we are excited about has your face with a little powdered sugar and burn in. That. We have muffins, cakes, dressings. We have taken some of the Core Technologies that enabled us to develop the cookies and mayo and we are spreading them across different categories going deeper with partners at walmart, target, kroger, whole foods. We didnt start this just to be a mayo company. We started it to think differently about food and we are making it happen now. Two things attract younger people to food. One is they like plantbased. We know it. Second, they like food thats sustainable meaning it doesnt use a lot of water. Which is the bestselling point for you when you go to a target or walmart or kroger . I think the biggest thing when you think about these attributes, less water, less land, no cholesterol, less sodium, what resonates the most is free of crap. You dont need to use ingredients people cant pronounce for better food number one. Number two is probably its got number three, its the resource. It is less water and less land. But the secret and the key thing to look at in the future success is can we make products that always taste better, are always affordable free of garbage. If we can maybe we can create more categories into what we are trying to do which is lead the entire rev elusion in food thats not just good for us but inspiring other Companies Including our friends at uni lever, kraft and General Mills to do better. Where are you with uni lever. Seems they declared war and now they want your kind of products. They are a big company. If they go against you, can they hurt you . We wrote a letter in the New York Times en couraging 23yearolds to Start Companies that compete with us. We encourage big Companies Like uni lever, too. They launched an eggfree mayo product. A lot of people ask if we feel threatened. That other Good Companies and unilever is good. They are seeing where the future is going. As you know, because you cover it, food is a trillion dollar market. Not Just One Company that will redefine it. Other companies will come along to encourage us to get better and hopefully end up doing more good, too. One of your investors is marc benioff of salesforce. Hes talked about the need for Younger Companies that are is that part of the conversation when he speaks with you . Now that you have the products in different places and we dont have many stocks that do what you do, natural and organic, isnt it time . Its closer to time. Marc is an inspiration to me for a lot of reasons. He encourages me to think bigger and always encourages me to think of Hampton Creek though we are private as a Public Company and get ready for the public markets. Resonates with me. All of the products start with the word just. That means equity, access, fairness. There are plenty of people i grew up with in alabama that arent accredited investors running hedge funds. I do think enabling private Companies Like ours to be able to connect with some of the good people makes sense. So we are trying to do everything we can in how we think about growing the team, how we think about categories, the Profit Margins to prepare for a day not in the not too distant future we are a Public Company. One last question. When the Big Companies do deals with you, are they trying to get millennials in or is it just all ages, all people that want plantbased . I think, one, the big retailers like walmart, target, whole foods and krogers of the world realize the world is changing. Doug macmillan gets it. The ceo of target realizes the relevant you have to offer products good for single moms looking for food they can trust. Millennials is a segment, but i think they are looking way outside millennials at the single moms, older demographics that have more different options not just online but other retailers. If we can be a small part of making it bet er for them, well do it every time. Josh, founder and ceo of Hampton Creek. Good to see you and congratulations on the new items. Thanks, jim. Private company but very exciting product. Mad money is back after the break. With toothpaste or plain water. And even though their dentures look clean, in reality theyre not. If a denture were to be put under a microscope, we can see all the bacteria that still exists on the denture, and that bacteria multiplies very rapidly. Thats why dentists recommend cleaning with polident everyday. Polidents unique micro clean formula works in just 3 minutes, for a cleaner, fresher, brighter denture every day. Seems like weve hit a road block. That reminds 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. Discover new magnum double raspberry. Made with the perfect balance of raspberry ice cream, luscious raspberry sauce, and belgian chocolate. [music] [evil laugh] [grunt] [page tearing] [grunt] 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 hear this sound [ buzzer ] then the lightning round is over. Are you ready, skeedaddy . Time for the lightning round on cramers mad money. Lets start with steven in nevada. Caller tell me about xpo logistics. They need to see Interest Rates stay low. It needs to do more deals. I think the stock is trying to bottom here. But, to me, its too aggressive given the fact that it is a speculative stock. Alex in south carolina, please. Alex. Caller hey, jim, gw pharmaceuticals. We have sellgene, gilead, regeneron, amgen and they are a better value. Mary in georgia, mary. Taking my call. Of course. Caller assisting individual investors. Of course. Caller i would love your opinion about tide water. Tide water had a major move. A really major move. Today it was up big, up 12 . I cannot come on top of the 12 gain and tell you to buy it. It has to pull back. That move is based on oil going to 37, 38. If Oil Goes Back to 35 you will regret that i said buy it so im not going to. Sander in florida. Caller hey, jim. Big booyah from the sunshine state. How are you . Caller doing great. How are you . Good. I still believe in the longterm prospects of fitbit down 55 . Again, listen, twitterati, i have been wrong. Its better to say im wrong than to say im early. I still believe. Lets go to dave in illinois, dave. Caller dr. Cramer. I like it, too. But it is too speculative for me now. When i see sell gene down, some of the other major ones like amgen down im more excited. John in louisiana. Caller big booyah to you, jim. Absolutely. Caller stwd in the roth ira, buy, sell or hold . Yield is 10 which to me is a sign, a red flag. Thats too high for me. I would rather hold it, find out whats wrong because it is too high a dividend. It yields too much. Mike in new jersey, mike. Caller whoo bristolmyers bristolmyers traded up welle to the close. It doesnt matter. Even at 66 i am a solid buyer of bristolmyers. One more. Mark in california, mark. I would like to know about main street capital. Buy, sell or hold. This is a specialty investment company. We dont know what they are in. I do think the stock can make a comeback but it has to do it and that, ladies and gentlemen, is the conclusion of the lightning round. Announcer the lightning round is sponsored by td ameritrade. One day a rider made a decision. The decision to ride on and save money. 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. Look like this. Feel like this. Look like this. Feel like this. Into comfortable ones. Their soft cushioning support means you can look like this. And feel like this. Dreamwalk. They say when mr. Clean saw all the Different Things his new smart phone does. It reminded him of his magic eraser. Its not just for marks on walls. Its tough on kitchen grease. And bathroom grime too. Hes your. All aroundtoughcleaner, mr. Clean. Theres moving. And theres moving with move free ultra. It has tripleaction support for your joints, cartilage and bones. And unlike the big osteobi flex pills, its all in one tiny pill. Move free ultra. Has the long awaited shake out in the restaurants begun . The stocks are telling me that it has. We are seeing restaurant names pull away from the pack the way field. Perhaps it is an uneven distribution of the impact of cheaper gasoline with the disproportionately less wealthy spending more. Maybe its the relative value of some change versus ohs or selfhelp kicking in. Whatever the explanation, the winners are creating dazzling outperformance. First winner, the obvious disruptor, mcdonalds. Once derided as a silly idea the breakfast all day concept rocked their world. Plus the ceo outlined a Value Package that has the franchisees controlling things and droling with possibilities. Jack in the box, popeyes and even dying equity are feeling the wrath of oh mcdonalds with the former blind sided by easterbrooks prowess. I dont think shake shack is being hurt but its gotten too expensive versus the rest of the group and the lower guidance tonight repeated the stock after the close. Second i cant believe dominos was able to deliver double digit same store sales on top of amazing comparisons. The endless Technology Roll out plays a roll with the ease of ordering and delivery doing damage to the mom and pop pizza shops that cant compete. The fact that prices havent gone up in five years tells you all you need to know about the dominos value. Dominos is just winning. The stocks move versus mcdonalds may make them wait for a moment for a pull back. I had an Interesting Exchange with the numbers on twitter this weekend. It was telling. Most simply cant figure out how chipotle went from 400 less than two months ago to 534 today despite the e. Coli outbreak. They under estimated two things. The Balance Sheet of chipotle which allowed them to buy back stock and the long term value of fresh and organic food. Chipotle hasnt lost any of the hearts and minds of the millennials let alone stomachs. Take it from me as the c letters the country puts e. Coli in the Rearview Mirror the same store sales will come back. I think chipotle is a buy even as its up more than a hundred points from lows but you want to wait for a pull back for a better entry. Next, yum brands is all break up and it hasnt rallied enough, if you ask me. The separation of the china and rest of World Businesses may not be ideal from a timing perspective because of the decline in pizza hut in china. But the rest of World Business has become strong. Yum is putting the bountiful cash flow to use buying back a ton of stock now. People should stop under estimating the ceo greg creed and get on board. I think the 78 stock is worth 90 a share. Then there is panera bread. No matter what the ceo said how strong it is in army terms of lift or redesign. No one seems to believe it was real. Acceleration in same storele sales. The enthusiasm was infectious as were the numbers. Its why panera is a big winner in the Charitable Trust. Now its true retail has been hard to divine lately. Only value is working. Everything else feels like it is in the cross hairs of amazon except target which got its mojo back and urban outfitters, people like that. Restaurants . Wow. Some of the companies have so much game. Its clear who the winners like mcdonalds, dominos, chipotle, panera and yum are. I think these winners are all many right here and the rest on a pullback. 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 . 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 . Lets get these dayquil liquid gels and go. But these liquid gels are new. Mucinex fastmax. Its the same difference. This one is max strength and fights mucus. Mucinex fastmax. The only branded cold and flu liquid gel that is maxstrength and fights mucus. Lets end this. In a world thats trying to turn you into someone new. One hair color wants to help you keep on being you. Nicen easy. Naturallooking color. That even in sunlight, doesnt look like hair color. Boy this is the story of a boy who didnt talk for a long time. The boy liked things to always be the same. Any changes would scare and upset him. The unknown was an unfriendly place. The boy was very sensitive to lights and sounds. So he built secret hiding places where they couldnt get in. The boy didnt like looking people in the eye. He wasnt trying to be mean, it just made him feel uncomfortable. Sometimes he would flap his arms again and again. Second boy one day, i found out i had something called autism. My family got me help. Slowly i found my voice and learned all the ways i could live with it better. Announcer Early Intervention can make a lifetime of difference. Learn the signs at autismspeaks. Org. He had catnip that was off the hook. But one day, he brings a girl home, and shes allergic to cats. Every sneeze was a nail in my coffin. Now im in a shelter. Its decent but they dont even have wifi. I want to make it clear in the last hour we saw a lot of im not going to detail which ones, but i will tell you i dont trust those kinds of stocks. I recognize that oil and gas are going higher but please try to pick ones that are actually somewhat solvent and arent going to just backfire if oil retreats which i do expect it to do at some time in the not too distant future. 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. It is tuesday, march 8th, coming up on early today. A number of people injured as Emergency Personnel are on the scene. A jury has awarded 55 million to erin andrews in the naked stocker case. And the big prize being michigan and the rich number of delegates p. And were getting funeral arrangements for former first lady, nancy regan. And a bazar scene on a texas highway. Early today starts right now. Good morning. Im dara brown. At least 14 people injured, seven seriously, after a commuter train derailed south of San Francisco. After the train hit a tree across the tracks and overturned and plunge under to a creek. That car, part of the express train has 130 seats but there were just six passengers and one crew member on board. All passengers have been removed from the train. One kmurtcommuter in the first car was on his way home
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