Will be in trouble. Im talking about the housing goose and frankly on days like today where the dow dropped and the nasdaq sink 6. 4 . Its one of the few sectors working, in fact, it saved the day from being a fullfree fire zone. Fir, understand that once again, we are back in international purgatory, the house of pain. That is when happens when the Chinese Markets are down and others are weak, and commodities are soft and the dollar is upper freaking strong. When you have this combination its almost impossible for the market to rally. Theres too Many Companies that do poorly. Think about it, for starters this is china. And we have to talk about it. Have read how china has not impacted our market so why does it matter now . That is a stupid question. Sure the stocks themselves are not that important. A lot of the individual companies are important. Because they tend to be financials, when i try to pick among the rubble in china, its the Financial Companies that are unhealthy to me. Not that we can tell, its china. As in for get it, jake, it china. We have no idea how the banks are doing in china. I dont think its different for the more distinguished lend institutions in china. Here is what we do know or did or thought we did before the stock markets break down. As long as chinas stock market went higher the Chinese Government had a plan. To make the country wealthier through greater stock wealth. It worked here. It forces you to buy stocks and get yield. That drove up stocks, created wealth and made it possible for a lot of positive things to happen on the job creation, Consumer Spending and housing funds. None of it was lost on the chinese, they like Ben Bernankes stock plans put it to work themselves and unfortunately they put to work in Junk Companies not high quality companies. They didnt reign in the spe speculators. Let them buy all the way up. Which has led to the ongoing disaster that is the unstable, chinese stock market. One where our best hope, if you are a bull, that the air can be let out slowly. Like the rapid 6 decline like they had last night. If our stock market did not roar higher as the Chinese Market went higher. We will react negatively to a chinese crash, because it exposes that they are less powerful and less perfect than we thought. They are not alass, invincible and we are beginning to believe they dont know what the heck they are doing. Think of the silly moves. You are not allowed to do it anymore. Politically incorrect, they are silly. They have created bureau of stocks. A bureau of stock buying so they can prop them up, genius, and they close trading in stocks tall the time. Intelligent. This insane, nobody likes to say it out loud because those in china are supposed to be better and smarter than we are and who powerful and supposed to have surpassed us. Remember when we were left in the dust by the chinese, out of nowhere, they devalued their currency by one swoop. The sudden devalue wagz six typtype d six times better than last time. All i heard was we have it figured it out, dont Pay Attention to the than behind the curtain. They are about staying in power. Not 7 growth power. I dont agree with how our Technology Stocks trade in lockstep with the Chinese Market. But the growth in apples iphone could be from china and most will be less likely to shell out money for an expensive phone until the stock ones go higher. If we are going to slaughter young wrands over the peer that the kfc division is not doing well, we will have doubts in sky works and their components. See those . Ouch. We know that china is using fewer commodities and its a disaster for another country, brazil, have you seen bivesta, it will brielind your eyes. It seems that they go one for one, i say seems, i dont know about the link with apple, its hard to figure out, but the world materials that brazil is pumping out that country is doing terribly. I dont have to tell you how horrible the strong dollar is for any company doing business overseas. But i will do. I saw a down grade of disney, not because they have cable losses because it was international. International exposure, that is how seriously people are starting to take the currency issue. We come in and and we see it from the get to, and i got up and oil was off. 40 dollars and that could have been a world of hurt, but nobody trusts oil to do anything, its all we can say about crude. Which leaves us with what is working. Housing. Housing is an amazing tonic tore any economy. We are on pace to build 1. 2 million homes. Takes a lot of Blue Collar Workers to build homes. A lot of white collar homes to process the buying and selling of homes and retailers to build and fix and furnish homes. If you are a retailer, unless you are in direct competition with amazon, you are growing. Who does that define . How about home depot that led the market with the dow or tjx, one of the best performing stocks in the s p, its home Goods Division is on fire. If you are amazoned you are not participating in the move. Or worse like walmart, you are getting hammered and cutting for ft kas. Remember, we have plenty of days where the dow did not go higher and Interest Rates went down, making stocks better. We can have another day tomorrow, the sun could come out. The important thing that you have to understand, house onning is the goods and days like today, its gold enough for investors but if china gets hit and the dollar goes higher and we get some fedhead saying rates need to be raised now then the set up will be bad and i need you to be ready for the turmoil. Bottom line, housing can work wonders for an economy, do not ask it to work wonders for the stock market. Theres other forces now for the housing goose to carry the harkts weight. Lets hope it does not get slaughtered by an overly aggressive fed that thinks that everything is honky dory away from housing. That pundits think the economy is so on fire that it can have without hurting the economy itself. Dick in new hampshire, dick . Caller thank you for taking my call. I bought in to a Master Limited partnership, wpz. Yes. Caller and then Energy Transfer made an offer that the board turned down because it didnt include wpz, which is Williams Companies and then they went to auction to avoid a hostile take over and now Spectra Energy is showing that theres a bid on the fall k maybe kinderborden with interest too, im not sure of my move here. I think you hold it right now, i think you are okay. Williams wpz is the better one, i think you are i dont want you to sell the wpc, its too low. Lets go to michael in new jersey, michael. Caller booyah to you. I needed that sense of humor. What is going on . Caller i set up longterm position, after doing a people work, my thoughts is qualcom got beat up 17 down, i have been watching it for a year and a half and waiting for day, what are your thoughts . Im not as bullish as you. I look at qualcom versus say a sky works i like the kweeld yie qualcom, but i think that sky works is same pe, and has better growth. I prefer you see in sky works buying them on the way down and qualcom is putting a floor in on the low 60s housing can do wonders an economy but it cannot carry the market. A overly aggressive fed can slaughter this golden goose. Mad money, zullily, should you make the bet on twitter . What is heck is going on with haines celestial . I have the exclusive, stick with cramer. Can it make a dentist appointment when my teeth are ready . Can it tell the doctor how long you have to wear this thing . Can it tell the Flight Attendant to please not wake me this time . The answer is yes, it can. So, the question your customers are really asking is, can your business deliver . Is sunshi. As a price of oil has been beat over the last year the renewable stocks have been laid to waste. That means that renewables like wind solar are less competitive. Theres one exception, and that is first solar. That is fslr, here is a stock down more than 25 over the last year. But earlier this quarter, they reported a great quarter and they have rebound. They delivered amazing results probable it will best surprise of 2015. . 93 of earnings. First solars backlog is so big they are sold out through the first half of 2016, no wonder they were 4451 the next day. Lets not forget that they have have is a partnership with yieldco, this company has 8. 3 Emergen Energy partners and they have s passed along their dividends. Is it safe to go to first solar . Lets check in with the ceo of first solar and learn about the First Quarter and where his company is headed. Welcome back to mad money. Good to see you, jim. Good to see you. Have a seat. Your company is figuring out how many electricity you can get out of a particular piece of material and you keep breaking records. What does it mean for the customer . What it means for the customer is that for every panel they purchase, they get more energy out of ththat panel, the more energy at a smaller footprint and at lower cost. Last i was here, we committed to an aggressive technology roadmap and there were critics if we would deliver and weve delivered what we said we were going to do. And we are not done. We have new records that will flow through the production line the next several years the same as we did in 2012, 2013. So, we start at the core of the company with a commitment to the technology and then we try to integrate beyond that and capture the profit pools. As much as the Technology Company you are, there are a lot of financial players that are interested and this morning, i saw edison and Goldman Sachs, why is the industry aligned with solar. As you well know, the energy world is capital intensive. It requires a lot of capital from lots of different sours and so, wall street simply is going where the need is, and as solar becomes a mainstream generator theres going to be need for lots of capital and we are seeing structures and ways to source that capital, includie i the yield coast, the Warehouse Facility that finances development. And we will continue to see that innovation and development as renew ables and solar in particular continue to grow in scope and scale. We can be reading about first solar in Morgan Stanley and j. P. Morgan, its not done. Its not done. We dont have the same need they do, we have a massive balance sheet, we dont need the warehouse type facilities but we will continue to innovate on the capital side as will the others in the industry. 8. 3 is your yield code, thats the amount of time it takes the sun rays to hit the earth. I did a bit of work on that. If an investor is watching the show and they want to be in something good for environment, which people care patrolm peoe tremendously about. Why pick it . The best story i can give you, its it seems mlp like. We are in the Manufacturing Business and the project development business. Those businesses are lucrative and are attractive to some investors but they are more risk oriented than a capital off of an established project. And they have a different cost of capital. If you are looking for a mlp type, rock solid stable cash flows that has growth with that. Then the yield co, 8. 3 is what you want to invest in. If you want more of a bet on the Global Economy and growth and the renewables becoming a greater contributor overall, you will look at the parent companies. We talked about the percentage there, you get a 5 yield, north of that, but we talked of how much of the energy is converted. I was trying to compare it to, if you look at the new methane rules that the president wants you are more Energy Official than nat gas. Including the environmental cost of nat gas already, is that correct . Thats correct. As you well know, costs have plum plumm plummeted, two or three years ago i sat here and spoke with you, we would have been talking about 7, or 8 cent kilowatt hours and now we are talking sub is four, or just above five. When you get to the prices and remember a key component that people sight of, when i sign a contract for the utility i give them a flat price, with no price risk for 25 years. Try to hedge it in the market, theres a tremendous cost to layoff the commodity price risk. We talked about where you are in the country and in the world. Your product works better in some areas than others depending on the weather. Where is it not economic and where could it be economic . So, obviously when you get in sunnier areas and hotter temperatures, you get the greatest economics. What happened is as the costs come counsel the footprint where we are economic continues to expand. So if you visualize the United States, its moved from primarily the southwest to now we are heavily involved in the southeastern United States, and as the costs come down, the line will move north. Its an exciting part of the story, im happy that you have been with us the whole way and all what you promised and more has occurred. Everything that you need is in the documents including fantastic data, mad money back after the break. Coming up the zulilly take over gave shareholders a huge win and twitter could be 96 target. Should you be careful before buying in . Cramer takes a closer look at the companys fundamentals to help you make mad money. Stop waiting for a takeover already you should only own a stock because you like the company, not because you think it might get a bid. If you are not happy with the fundamentals the odds are that the acquire you are dreaming of wont be happy with the fundmentlials either. If you dont know the fundamentals then what the heck is the point of owning the stock to begin with . Let me give you a example. Twitter. How many times a day do people talk on my twitter feed on why it should be had and bought and why cant facebook own it or dont all of them need a social media component . All of that would be spot on if twitter were doing better. But we know from the last Conference Call that the company is not doing well at all. Dont take it from me, they told you. It has no real growth versus the successful Internet Companies and management saying they dont have their act together genuine self criticism. I wanted to give them a hug and say, dont worry about it, everything will be okay. But it isnt. Thousand, you can argue that the perfect case for someone to come in and turn around the company is twitter. However, we know twitter is on the verge of name ago a new ceo, that is a whole other kettle of potential stinking fish. I worry that they are go to be a zulily situation. Another company swooped and bought it well below the price that it went public. The difference, zulily is a tiny acquisition, drop in the bucket. Twitter on the other hand has 19 billion company and it would cost most likely 24 billion to buy it, ten times the cost of zulily. What has to happen . I think twitter has to the go down before it atraths any suitors. The good news, they will most likely attract multiple suitors, but the bad news, you are holding a stock on a not so good company that may get better. Ever ponder this question . Maybe twitters just a Small Company with a big market cap. Its something that i have had to think about since my travel got stuck in it. Its not just tk. Im hearing a lot of people talking about how the Little Oil Companies will be snapped up by the big ones. The free fall in the oil stocks and the stretch sheet would make any potential acquirer blanche. Like twitter, you can argue that any potential buyer should wait, the force is with them. That is the pull down force that we see every day. No. Hurry. Only a couple of companies have gone bust, theres more in queue, too many terms of being below 2 for me to mention on the show. You see them, some of them you need this to just see them and they were ten times where they are now, this week last year. I know plenty of people who piled in to sprint betting their would be a bit p. The government has ruled out that possibility. I like all the noise that sprint is making about being competitive. Do not confuse a potential comeback with a take over. If you want to own a wireless carrier, you would be better off owning tnobomobitmobile. Netflix shove netflix should have been acquired and riteaide, they made sense to own with or without a take over. The stocks before that are not misunderstood. If you are hoping and praying for a take over, because you think something should be bought, all well and good ask yourself, would you like it if it were not being acquired, would you like it as configured not as it may be configured if everything goes right. If the answer is yes, you have my blessing. If you fear the numbers are too high, or the company is in dis a ray. Then dont expect good things to happen. You can get lucky, but i have discovered that luck is not an investment strategy. Joe in missouri. Joe . Caller hello, jim. My questions is on facebook, im up on facebook substantially. Is it a hold, buy or sell . All right, jack, he was the Portfolio Manager and i would discuss whether we should trim back facebook today. And i say, i stopped myself and i said, you know what . You trim losers not winners. Facebook, is a winner. Ben, in new york. Ben . Caller jim, oh, man, i wish i could pick your brain for an hour. Oh, man, you need a couple of i dont know, lets just say you need a drill to get in there. Because man i have been so hardened by criticism of late. Its nuke tclear. Caller concerned and wanted to know about your feelings about empire city subway system, they are owned by verizon and those are the path ways that any Internet Provider that wants to give us real high Speed Internet in new york city will have to use, any play on google . Verizon is so huge, they bought aol and nobody cared. You cannot move the needle for nothing on the stock. They have a