What happened to make everyone go from negative to positive practically overnight . Primary catalyst is the strength in oil. As long as oil hangs in there, roars higher there wont be big defaults in the oil patch, just small ones. We saw it today. The run on crude is incredible. Crude, crude everywhere and not a drop to be able to you cant find storage. You can always tell this kind of thing that oil is in control by looking at how the s p 500 futures trade before the stock market opens. The socalled overnights. Last night with oil up 75 cents the futures looked like they would take stocks up a half percent. As the oil futures traded up to double that, the s p futures suggested that the market would rally up a full percent. It is lock step. In the second positive factor, second factors crept into the market and well talk about it though its political. It is being over looked. Paper tiger. With a small loss hes now buried alive. Now we are hearing about how Hillary Clinton has locked audiotape huge number of super delegates and it could be impossible for sanders to win. Where did that come from . I have been saying when we get clarity in the president ial race its good for the stock market. Since the media likes a horse race, be careful. When the map turns to sanders in a month. Maybe the press will declare hes come back from the dead. Knocking out sanders, if hes knocked out, as every piece of journalism i saw this weekend post nevada suggested allows hillary to go back to a moderate which is friendly to wall street and happy to take wall streets money. On the republican side the immediate is trying to keep marco rubio alive. I expect trump to go after marco rubio in a way he are yous the now you have a pro business republican versus a pro business democrat. Maybe thats why the market is strong now. Trump doesnt have much good to say about the banks. Hes reserved a special lash against hedge funds but as long as sanders is a threat expect invective against the banks and Drug Companies from hillarys camp. They are huge targets for the left. Clinton has taken millions in donations over the years from the Drug Companies. We know johnson johnson, bristolmyers, etna are among her biggest givers. You have to believe she can ease up on the antibusiness rhetoric. There is a dialogue. It will be a lot less heated if sanders is sidelined. Call me skeptical since we are three states in. It seems like what the market has been saying. Hillery spent time with wall streeters of the hedge fund and Investment Banking variety. This doesnt mean they own her candidacy but there is a dialogue which is more than sanders or president obama the market knows hillarys moderate stance. Its why you see drug and bank stocks flying and why biotech is quite a bit. The rhetoric could really die down. The tweets could become fewer and far between. Why not . If hillary runs against donald she needs every penny she can get. We have trump who seems like the favorite. Hes pure gold when it comes to the stock market and business. Perhaps the most pro business candidate in history. After the media pronounced sanders is a goner and trump is unstoppable we could return to the days when there are Business People around the next president who matter who and things could get done. Dont forget hillary sat on the board of walmart once surrounded by captains of industry, six years. You dont sit there and rail against capitalism. Thats not all that drove the market today. Thank you david faber. United technologies was up big. When faber broke the story it was brilliant. I have no idea if the deal could be consummated because of antitrust concerns but this is one of my worries about 2016, the lack of merger activity being assuaged before our eyes. The ceo of honeywell trying to get it before earnings turn around. We wait for the other shoe to drop in china. It hasnt. Highly visible chinese plays. Its remarkable how positive the moves are. China has been off the radar so the shorts cant press bets and many big companies, the stocks just got too cheap. They are rallying back to reasonable levels aided by honeywell. In one of the most bizarre twists yet just last week stocks roared higher today. You should go listen to the call. Down beat about the farmers and so what . More on that later. The stock is running. These were calls that colored trading in a negative way. Last friday, now they are winners. Thats fast. Not like anything happening. Nordstrom up 4. 47 . No news. They had a negative quarter. Oil going higher. Two pro business candidates. Neither is a friend of wall street. A chinese story that refuses to get negative. Earnings forgiveness have created a benign moment of good feelings for stocks ten days after everyone gave up on them. The stunning turn cannot be dismissed. It may not reflect anything but shortterm considerations. We have now once again gotten over bought and are due for a downturn. Troy in florida, please. Troy. Yes, booyah, jim. Booyah, troy. Caller i was watching this both. Disappointed in bank of america. Nice pay raise for the ceo. The stock is doing better. In the old days i would turn myself upside down for comic relief. Now i cant do it. The ceo came on mad money and brian moynahan, please come on mad money to explain the way john stump did. John said, listen, we have bad oil and gas loans but we are criticizing them, checking them out and i have faith stump will get out without big charges. They have a giant mortgage book of business. Now bank of america as cheap. Wells fargo is great. Dennis in michigan. Dennis. Caller hi, jim. What are your thoughts on the airline stocks, in particular delta and jetblue . I came out last week, did a piece and the week before another piece saying the stocks are too cheap. When i see five, six, seven times earnings thats ridiculous. I like delta and i like i think they should be bought. I like southwest very much. Im el in the bullpen for action owners my Charitable Trust. Nick in illinois. Nick. Caller booyah, jim. Booyah, nick. Show since i was a little kid with my mom after school. How do you like that . My producer has been here longer than i am. Shes a grandma now. Just kidding. Whats up . Caller my question regarding tesla is given the rebound in price do you think it is a good guy boou . Same thing on tesla. People get tired of it. But it is a cold stock. There are people who like tesla so much they will buy the stock. It doesnt matter about valuation. Doesnt matter about earnings per share. Doesnt matter if they are making money for a car. You cant deny them el the right its like a First Amendment issue. All right. This turn cant be that easily temporary news, enough good news to cause the market to rally big. Tonight, is gap taking the fall into the gap campaign too literal . They have struggled. You will want to hear it. Then a tale of two retail stocks. Columbia and vf corp. Last year a 160 billion the deal to form the largest drug company. I get an update from allergan after earnings. So 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. Miss something . Check this out, bro. Whats that, broheim . I switched to geico and got more. More savings on Car Insurance . Yeah brofessor, and more. Like renters insurance. More ways to save. Nice, brotato chip. Thats not all, brotein shake. Geico has motorcycle and rv insurance, too. Oh, thats a lot more. Oh yeah, im all about more, teddy brosevelt. Geico. Expect great savings and a whole lot more. Degree motionsense is the worlds first deodorant activated by movement. 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Over the last year we have seen a great many once red hot stocks totally lose their mojo. Now that the market is finding its footing with another good day for averages i think it is worth continuing to explore the anatomy of a broken stock. Why . In this environment you have to beaten down stocks that deserve your money, deserve to be bought and stocks that deserve to be beaten some more which brings me to the gap. Gps, Parent Company of banana republic, old navy. During the late 1990s and early 2000s you couldnt walk down the block without running into a new gap store. Business cooled off for a decade until gap launched an impressive come back a few years ago. The stock roared higher in 2012. Then 26 in 2013. Another 8 in 2014. What a winner. For a while it seemed gap had gotten its groof back. Then, boy, oh, boy, did the narrative change. Last year shares of the gap plummeted 41 from 42 down to 24 and change. Ouch. While the stock has rebounded of 2016 its well off recent highs. 10 from summer. To say nothing of the all time highs from back before the dot come bubble burst. Im sorry. It wont well fix it in post production. What happened here . How did we go from the fall into the gap to the gap falling perpetually. How do we explain the rise and fall of the gap . Lets start with the turn around in 2011. A lot of people believed gap could be back to its glory days. During this period the company did a lot right. Restructuring the business to reflect the fact they own a portfolio of brands with umpbd perform ing stores of gap and old navy. Investing in supply chain systems to make it more productive and boost margins. Getting a cooler look at banana republic. The result after under performance the gap put up good delivered the fist annual positive same store sales growth in eight years. Unbelievable. After that the gap was off to the races. The business improved and the Company Became a cast machine. It was the hall seen era for gap. Lately its run out of steam. Perhaps the first sign of doom for the gap came when the architect of the companys come back announced his planned retiermt. After taking a big hit the day the news came out the stock drifted higher. I want you to fast forward to january of last year. Gaps new ceo eliminates the role of gap Brand Creative director creating a general manager of customer experience. Time viewed as positive. Gap was able to continue generating numbers through last spring. Things went south in may of 2015. Less than a year ago. Did they go south fast though. First gap announced the april same store sales were down by an appalling 12 including 15 drops in gap and banana republic. These numbers were brutal. Gap reported First Quarter results on may 21 and delivered a big revenue miss. The ceo was disappointed on the Conference Call. When they say it like they did, you feel bad. Gap stock got a reprieve last june when the Company Announced a slate of Strategic Initiatives including lay offs and store closings, however by july there we go with the nasty numbers including many more same store sales declines continuing through august. Suddenly gap got hit with analyst downgrades, on fear that is competition in the apparel space was growing and gap had little room to take share and it has grown, right . By the time we reach the 2015 pretty beaten down. And the things only got more difficult. Virtually every power retail under the sun. To make it worse gap lost the head of the Old Navy Division who went to ralph lauren for the ceo position. Last fall you could make the case gap wasnt worse than a struggling retailer in a difficult environment thats mallbased. Toward the end of november gap reported a brutal Third Quarter including a hideous slash of the fouryear earnings forecast. Then we learned the november same store sales were horrible. Falling 8 signalling an ugly Holiday Season to. Co. Sure enough the holidays were pretty dismal for the gap. When the company preannounced ugly Fourth Quarter result this is month, we also learned same store sales were down 8 in january. In short, gap is getting its head handed to it. Where do we go from here . The company did allegedly to ability to declare stop the decline of same store sales. The core gap brand struggles. The future of old navy is looking murky. Over the last six days gap has been propelled higher by the broader rally in the market which sent the stock up 20 in barely more than a week creating a precarious situation given that gap reports thursday. I doubt the quarter will be anything to write home about given the results we see from other retailers during the disappointment from nordstrom and macys. Put it all together with gap feeling like a recipe for disaster or no upside since they told you things arent good. Granted the stock is trading earnings. Thats a positive. You would think you could make the case its too cheap and the earningses and put a good face on them. The 2 bounce back from nordstrom is in my mind. Vacuum. It represents essentially no growth in the company. That assumes gap can make the numbers which proved to be a pretty big if. Given the recent history of under delivering. Bottom line. Over the last year the gap has gone from a market darling to a stock thats practically uninvestable. Some of this is not their fault. You know the hideous slow down in mallbased retail. It seems gap has been struggling to get its act together since the departure of the former ceo glen murphy at the end of 2013. Until the company can demonstrate a turn around in the core brand and deliver Earnings Growth this stock will pop a little bit but then continue to be toxic. There are so many better retailers out there. Costco, tjx and stores more likely to thrive. There is no reason i can think its been unseasonably warm this winter. Are the Apparel Companies feeling the chill . Im focused on vf corp. And columbia sports and allergan is down but could the recent earnings give them a boost . And has oil hit the sweet spot . I will reveal. So why dont you stick with cramer . Your heart loves omega3s. But theres a difference between the omega3s in fish oil and those in megared krill oil. Unlike fish oil, megared is easily absorbed by your body. Which makes your heart, well, megahappy. Happier still, megared is proven to increase omega3 levels in 30 days. Megared. The difference is easy to absorb. 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 im back. Aleve pm for a better am. Happy anniversary dinner, darlin can this much love be cleaned by a little bit of dawn ultra . Oh yeah. One bottle has the grease cleaning power of two bottles of this bargain brand. A drop of dawn and grease is gone. 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. Get ready to show your roots with roots touchup from nicen easy. Seamlessly blends with leading shades, even salon shades in just 10 minutes. For natural looking color as real as you are. Show the world your roots i have said it before, i will say it again. Execution matters. Just look at the insanely dismal results from two similarlooking companies. Columbia sportswear and vf corp. Here we have two Apparel Companies, both with a big business selling Winter Weather clothing. Columbia through the name sake brand and vf corp. Through north face. Columbia reported a knock out quarter and the stock is higher than we got the numbers while vf corp. Reported a bow wow quarter last friday. Stock sold off 4. 4 in a single session. Today after the rebound vf made up losses. Nevertheless, all of this begs the question. How do two companies with so much overlap produce such starkly different results. How can columbia be killing it lets start by going over what sets them what do they have in common . Columbia whose ceo tim boyle came on a week and a half ago is a house of brands including mountain hardware, prana and climbing apparel, sorrell boots and columbia. They have a major focus on footwear and outer wear, especially winter clothes. Vf corp. Is a Larger Company with major expo sure to outdoor and Action Sports equipment and apparel which account for 60 of sales. Vf corp. Has too many brands to name them all. You may recognize timberland, nautica and others. Columbia just reported a blowout quarter, better than expected sales up 3 . Monster 15 earn ing beat off a 75 cent basis. Disappointing quarter down 5 year over year, shrinking gross margins. Some underwhelming guidance. How is this possible . You could argue vf corp. Got killed by the warm weather we are having which is vf corp. Did on the Conference Call. How come columbia isnt having the same problem . The truth is columbia totally brushed off the weather saying they did well, quote, despite unseasonably warm weather. Macro economic challenges, currency head winds and specificallile in terms of footwear the ceo said as our business with sor rel gets closer to the consumer to the women we are focusing on it becomes less a weather driven issue. In other words, the more they connect with the customer the less sales are driven by how hot or cold it is outside. Look at this. Feel it. You really cant feel it. Boyle acknowledged that things could have been better if we had a cold winter but said columbia is doing well in the u. S. And europe regardless of the warm weather. It wasnt a big deal. It was completely believable and spectacular. Now i want to contrast it with vf corp. The company could not stop blaming the warm weather as the reason for their under performance. During the Conference Call members of the Management Team cited the weather not one, not two, three, four, five, six, seven, eight nine times in the prepared remarks before the analyst q a sessions. The consumer softness accelerating was compounded by the warmest Fourth Quarter on record. Quote, a direct result of warm you can say columbia is Just Companies got crushed by the weather. The thesis fell apart when we got to a terrific question from citigroups kate mcshane who pointed out we have had warm winters in the past like in 2011 and north face nevertheless managed to post double digit growth back then. She wanted to know whats much more hostage to the elements. I didnt really find the companys answer to be that compelling. I came back and said to myself, maybe north face has peaked. Although that isnt the reason why we have half a north face jersey. What else . We know running, training and Athletic Apparel is doing well. In particular columbias yoga brand prana is on fire. Imagine that. Yoga is so hot i find it dangerous. The mountain gear, trail Running Shoes were flying off the shelves. Vf corp. Called out running and training an area of strength with the mountain athletics up 40 . Here is the thing. Columbia has a lot more exposure than vf corp. Which explains why they are doing better. If i were running vf corp. Given the success of columbias prana acquisition i would go out this weekend and buy lulu lemon to get more yoga expo sure. The ceo said they planned to take a more active approach this year to acquisitions. I suggest vf corp. Buy lulu. They do a much better job than the current team. Unfortunately for vf corp. Jeans are also a big part of the business. This has been a lousy period for denim. Le its contributed nearly 20 year over year decline in the columbia doesnt have much exposure to denim. Same for image wear, what vf wear calls durable clothing for workers, uniforms made with heavy canvas to hold up under pressure. This business was down 13 . Citing the weakness in oil and gas. Theyre saying its the oil and gas sector the reason for lack of demand here. Disappearing oil jobs mean disappearing customers for them. Columbia doesnt have the oil and gas exposure. Some of vf corp. Brands are doing terribly for no obvious reason. Take nautica which was a power house brand. This quarter down 10 year over year. The problem, i think it is because nautica is a mall brand and Shopping Mall traffic is in free fall. Even outlets. Columbia has less mall exposure and a better ecommerce business. My wife bought me a nice nautica top. If you look at the fouryear forecast for both companies, the truth is they are not that different. This is a side by side comparison but my stage manager couldnt get the zipper up which is pathetic. Investors and analysts trust the management to deliver on the numbers more than they trust vf corp. In part thats because columbia is a much better perform er while vf corp. Struggled and columbia has the better growth brands here now. Including its red hot boots. This is up nearly 15 year over year. That smoking prana business. Vf corp. , many of the brands like north face, timberland and nautica are struggling. Not much to get excited about but the ceo could make one or two smart acquisitions to get vf corp. In the game. They are doing well in china prove ing the chinese communists are transitioning to a consumerbased economy. I would rather buy columbia though it trades at a premium to vfc. Breed. If you want china i suggest to buy yum which will split into yum and yumle china. Bottom line. Despite what you may think from the two quarters it is not that it was snowing on columbias side of the street while the Winter Weather was warm for vf. Columbia is doing a better job and they have more exciting brand coalitions than vfc which is getting hammered by more than just the warm weather. And it need s to correct the course now. For Columbia Sportswear, its the better buy and only a purchase of lulu lemon by vf would change this guys mind. Grant in ohio, please. Grant. Caller hi, jim. Thanks for taking my call. Quite welcome. Caller im a banker who is 79 years old today. A student of the Cramer School of investment. I would like your opinion on target. Target is about to report. My Charitable Trust owns it. Going back with the Research Director i said i dont know if target is set up for a good quarter. He said the valuation is so low we have to take the risk that its okay. That has been difficult. I think it is an inexpensive stock. Matt in new jersey. Matt. Caller hey, jim. Love the show. Thank you, matt. Caller i want your opinion on go pro. I loaded heavy at the 10 mark. Im curious what the rest of the year may look like in your opinion. Im not a fan of go pro. Fitbit had a great number and people hated it anyway. These are stocks iester years, unicorns that became public nobody cares for. They are like shorn unicorns. Anyway, execution matters. The discrepancy between Columbia Sportswear and vf corp. Is about execution. Best of breed now. More mad money. Allergan has been busy. Just ahead. Has oil hit the magic number . Im eyeing the positive action in the market relating to the price of the commodity. And your calls rapid fire in the lightning round. Seems like everyone drives. And those who do should switch to geico because you could save hundreds on Car Insurance. Ah, perfect. Valet parking. Hello heres the keys. And, uh, go easy on my ride, mate. Hm, wouldnt mind some of that beef wellington. 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Last time we checked in with allergan the company had Just Announced it was merging with pfizer in what i consider to be a smart deal. Slammed thanks to political grand standing against higher drug prices but they reported a better quarter. Along with higherer than expected revenue driven by strong sales but other good things, too. Sure it jumped but there is more room to run going into the merger with pfizer. Lets check in with the ceo Brent Saunders to talk about the pfizer deal. Welcome back to mad money. Have a seat. Thanks for having me. I will put it to you. This was by far the best quarter we have seen. You have. It was also the best quarter of a pharmaceutical company. Biotech or drug in terms of the number of new approvals. Strong leadership positions, what you are doing. The number of billion dollar fran chiesz. I think your stock would be up more if you were not merging with pfizer. I am trying to rationalize that. It was a great quarter. The team performed well. We are die vesting a business pfizer. Despite those distractions they delivered. I was worried about it. I thought i wouldnt be able to understand it. This was your cleanest quarter of all the her jers you have done. This one showed the Central Nervous system you dominate, womens health. There are areas i didnt know but urology, irritable bowel. There is so much going on here. Is this the right time to merge . This industry is going through massive change which requires massive consolidation. This combination with pfizer does create the world leader in biopharmaceuticals. For an allergan shareholder owning 44 of the combined int ti is in best position in my belief. You gave us an opening in the call and said the ceo of pfizer and you are both baffled by where the stock is. Im baffled. Through with it it looks like the inversion. I thought you ducked questions and you didnt. You took them head on. I said the gap that maybe the 80point gap, brent, will close. But people are still fearful. Right. It is baffling to me. And it is baffling to ian. I spoke to him today. You did . What did he say . Hes as baffled as i am. That wasnt the reason we were talking. Look, i think there is an anomaly in the market and im confident and probably you know better than i the market will correct overtime. It is a great opportunity for anybody in either of two companies to get it. The 40 billion you hope to get, maybe april, may. We are still optimistic for the end of the quarter. It could slip into second quarter. It could be april. Are doing a great job working hard. Lets talk about the company as if it were not merge ing, not that obviously it is merging and im in favor of the merger. But pipeline milestones. Aesthetics. We have a lot. Kibela launching and botox for forehead line which is i may need. I dont think so. Botox, many new indications, but no mention of what they are. We talked about forehead lines. Crows feet outside the u. S. And we have depression. But the data for the depression study is end of the year, maybe First Quarter next year. There have been many attempts to do depression and even the best out there have failed. How do you have confidence . Its been so hard. We have a long history in depression going back to lexapro. It was a break through. We understand depression. If there was a company to do a we have that expertise in the regulatory and Clinical Development organization. The studies have to play out, see where the data falls. We are optimistic. Well see how the data reads out. Gastroenterology. We just got a drug for ibsd. We have one for diabetic gastroparesis. New treatment category for disease that hasnt had a treatment in 30 years. These were a break through which was terrific. We have to talk about election. When Hillary Clinton tweeted about drugs they still come back to you. Obviously every company has had price increases. This is a breakthrough. Witness the number of fda aprofessionals. 10 . I come back and say, is this a stock you think you have to keep watching whether Bernie Sanders does well so Hillary Clinton stays tough even though she for the Drug Companies . All the candidates, Hillary Clinton, donald trump, Bernie Sanders, whoever it is, its rhetoric. We have to parse rhetoric from reality. Going after an industry that comprises less than 10 of the total cost of health care, drug price increases are highly negotiated. Drugs save the system money. We have a drug once a day antibiotic. Once and done. Used to be ten days in the hospital. Now you are talking about a couple thousand dollars. We do things that save the system money, improves lives and ultimately many drugs now cure people. Going after the 10 that does so much good for society isle really just rhetoric. Its a great whipping post. Thats the case because everybody in the industry comes to work trying to do good for people. When you look at the time frame, teva has to close but it seemed you laid out a pretty treasury might want with the rules and how if they havent suggested this third course by now, you have got to be in good shape. We think we are. We constructed this deal in a highly legal way. Consulting the worlds best advisers on how to do it. We followed the law. Right . Right. The treasury issued two notices. We followed those. They are promull gating those. We believe this is america. Once you follow the law you should have certainty. For them to come in and try to change this in the ninth inning seems unfair. That said, this deal will go through. All right. Terrific. It was a great quarter. I think the pfizer merger is terrific. This quarter alone would have propelled the stock substantially. Brent saunders of allergan. It is the most transparent of the Drug Companies. Everything we talked about is in the filings. Mad money is back after the break. Other level of clean to it. 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 i would switch to crest hd over what i was using before. 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. Aleve pm for a better am. Degree motionsense is the worlds first deodorant activated by movement. As you move, fragrance capsules burst to release extra freshness all day. Motionsense. Protection to keep you moving. It is time. It is time for the lightning 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. Starting with danny in new york. Danny. Caller first time long time. Good to have you. Caller my kids watch the show every day and always ask me to call in. Alexa has the same birthday as you. And we want to ask about eli lily. The answer is if you follow my Charitable Trust which you can do by taking the bull for it is just a plain out buy. I think tgs very cheap. Responsible company. Conceivable that it may have good alzheimersle news later in the year. Greg in maryland. Greg. Caller hey, jim. This is greg from maryland. A big blue crab booyah. Thank you caller i pulled the trigger to buy Spectra Energy today. It yields 5 . In the end it is going to be fossil fuel related and when Oil Goes Back down it will be hammered even if it shouldnt. Dan in illinois, dan. Caller hi, jim. Enjoy the show. Thank you very much. Caller we all know you are a fan of bristolmyers bristolmyers caller for a long term buy and hold would you give a nod to abbvie. It is being recommended and i thought it was compelling. I was skeptical but it did seem were going to ron in texas. Caller hi, jim. Thanks for taking my call. Of course. Caller with boeings announcement of fewer deliveries of the freight configured 747 and the Forward Guidance after the recent Earnings Call seeming to guide the fewer deliveries of the dream liner boeing had an accounting issue. I like boeing. I saw mr. Mcnerney. They changed the ceo already, the chairman. Jim is gone. Just this afternoon. I will tell you i cannot get behind boeing. They have the accounting irregularity. Its been a mistake when i have done it. As much as i like boeing i cant get behind it. I can get behind United Technology and i want you to own honeywell. Doug in north carolina, doug. Caller booyah. Hey, cramer. It went down to the low 400s and we said its done. We think people wont be thinking about e. Coli six months from now. You have to know stocks anticipate declines and they end. Buy chipotle even up here. Id love them to come on the show. Dennis in indiana. Dennis. Caller hey, jim. I was curious about pot. Stay curious and stay away. We dont like the farmers income balance statements and they are coming down. I think they should take advantage of the strength and sell. One more. Pete in arizona. Pete. Caller hello, booyah. Booyah. Caller long time listener. My stock is taser. Its too cheap. Time to buy the stock here. Its a good one. That, ladies and gentlemen, is the conclusion of the lightning round. Round is sponsored by td ameritrade. Ently. Only flonase is approved to relieve both itchy, watery eyes and congestion. No other nasal allergy spray can say that. When we breathe in allergens our bodies react by over producing six key inflammatory substances that cause our symptoms. Most allergy pills only control one substance. Flonase controls six. And six is greater than one. Complete allergy relief or incomplete. Let your eyes decide. Flonase. 61 changes everything. Your heart loves omega3s. But the omega3s in fish oil differ from megared krill oil. Unlike fish oil, megared is easily absorbed by your body. Megared. The difference is easy to absorb. Ugh heartburn no one burns on my watch try alkaseltzer heartburn reliefchews. They work fast and dont taste chalky. Mmm. Amazing. I have heartburn. Enjoy the relief. 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. Is there something magic about the 30 plus oil number that makes even so excited about the stocks . Is that some sort of equilibrium number that gives you a green light to buy . I will say this. The slowing of the velocity of the decline in oil creates a positive backdrop for so many industries. At this level it allows for Oil Companies to stay in business while they ratchet back expenses. I know its become a fools e rrand to keep defending lower companies that could fold if crude keeps going lower. We also have many banks on the look out for big loans. That could go bad if oil goes much below these levels. The combination of bankruptcies involving hundreds of millions and banks having to add to the loan loss reserves at the same time the fed keeps rates low is pretty much a nightmare scenario of the futures of the financials. I have to tell you, this is what im concerned about that could cause the market to roll back over the financials. They are not in good footing. Right here though at 33, a little bit of a sweet spot. You have gasoline trading up 1. 77 nationally. Coming down across the board. Thats the tax cut. You have the companys recognizing that natural gas isnt going up so they can afford to build factories in this country rather than elsewhere. Thats the employment gain. Our natural gas is the cheapest in the world save guitar. Yes. Consumer as the consumer benefit is unknown to those who travel on wall street. The average income is 52,000. Tell me save ing wont matter to that person. Thats what a family saves if gasoline stas at 1. 77. Combine it with heating bills. You get 1400 break. Thats meaningful. Even with rents going up. More important is the willingness of the individuals to move away from urban centers. Homes built this year thats what the forecast is. The approximate real demand given household formation and the disproportionate increase in the price of rent. The building will have to occur away from cities. The land stash thats ready for building isnt as close to the urban centerings and the suburban locations have been prohibited because of the higher price of gasoline. Now that sub 2 gasoline has come and its becoming the norm, travel, lee sure and Retail Company that is the consumer does have a little bit more to spend. I think there was a lag as we have seen gasoline go down. Kind of episodically. We were at these prices during the great recession. It went right back up. The lower longer thesis does make lower gasoline prices trustworthy. On top of that, you have the other side of the ledger, the energy producers. If oil plummets as it did in 1986 well see hits to energy companies. They are concentrated in roughly nine states but the Economic Activity wont make up for thes loss of jobs or bad jobs. However, a slow measured decline or just leveling off oil will allow the stronger Oil Companies to cherry pick Good Properties from those desperate for cash while strapped Companies Cut costs and avoid bankruptcy. The best of all possible worlds the price of gas under 2 while giving Oil Companies a chance to catch their breath and stay in business. There is only one flaw in this all positive logic. The Oil Companies hoping for higher prices wont get them soon. Production remains way too high. There will be winners, a handful of companies that can buy properties with a return on investment. The scenario doesnt make the Oil Companies investable. It does make everyone else a little bit better off. One more point. If Oil Goes Back from 33 to 25, it will take this whole market down with it. Stick with cramer. In my lower back but now, i step on this machine 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. Degree motionsense is the worlds first deodorant activated by movement. As you move, fragrance capsules burst to release extra freshness all day. Motionsense. Protection to keep you moving. First things first, fitbit, good quarter, terrible guidance. Stocks going down. The story has too many holes in it. I think the product is good. Looks like the stock isnt working. Got too cheap. Thats whats going on with the United Technologies and all the industrials too cheap. I like to say there is always a bull market somewhere. I promise to find it for you on jeff today im in myrtle beach, south carolina. Were at the collectors cafe today, and were gonna turn up the flavor. Lets get in the kitchen and create a masterpiece of cuisine. Whoo announcer today on flip my food, its all about combining art and food, as chef jeff masterfully composes some tasteful cuisine for the palate. And now lets get to the kitchen. Jeff welcome to flip my food. Im here at collectors cafe with chef jon. Talk about masterpieces of art in an amazing restaurant right here in myrtle beach, south carolina. Chef jon, how you doing . Jon very well. Very well. Jeff man, its a pleasure to meet you. Ive heard great things about you from the owner. Ive heard about your masterpieces of food that you cook here. Tell us how you connected with collectors cafe. Jon well, i came down here about 3 years ago from philadelphia, pennsylvania, where i spent the last 25 years
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