The pandemic and lines they are shifting Rock Solid Companies are on dangerous footing and outfits are tightened emerging industries sometimes its hard to tell the difference and thats what happened today with the dow declining 78 and the nasdaqed wt a record close of. 95 let me explain the prism if you want to understand this market, the single most important fact is more covid cases are exploded back above 40,000 yesterday. Between 44,000 and 48,000 depending on your source and it really didnt matter to the averages so why the heck didnt the stock market go into a tail spin our country has hands down the worst response to this pandemic than any nation on earth with a few notable exceptions like rhode island, every level of government dropped the ball and not just the government. We keep dropping the ball with kr citize citizens, too. We dont believe some dont believe that this matters. Hey, listen, we dont have a lot of weapons against the virus lets use what we can do the pandemic is out of control after sacrificing so much to bend the curve thats going exponential again and experts are paralyzed because they dont want to go back on a lockdown and make it illegal to go outside without a mask what do you have to do this is a terrible situation for the country and economy as a whole. It doesnt mean its bad for the stock market this is mad money. Think of the stock market like a casino when covid cases spike, people dont cash in chips and go home. No they go where the action is and hot tables are, hot slots, hot wheels, they follow that first fedex surged 12 today so good place to start a hot table. Fedex delivered a blowout quarter because of covid somebody has to deliver these packages Ground Service is up 25 year over year thanks to e commerce u. S. Residential volumes increased by 72 the ripples are huge here. Just on this one call you can buy amazon up 119 points and shopfy up 67 and etsy and e commerce facilitators, adobe, sale s force, most stocks up bu laggers only rallied 1 to 2 wow. Is this speculation . No with those numbers from fedex, everything related to e commerce and stay at home economy can roar crowd strike, ring central, you name it. Net flex tacked on 30 points today and fire, too. Why not. Second hotter area we got great news from pfizer conducting trials for the Covid Vaccine and everyone has immunity just 24 people fooi pfizer is a no hype company. If we get a vaccine sooner than expected thats huge for the economy although its for the vaccine plays. Fedex and pfizer blue chips that spurred highflying stocks to become more expensive with good reason what else . Tesla. A company i love rallied 40 points today this is a 270 billion business larger than toyota Largest Company on earth toyota takes 10 million. The action of tesla makes perfect sense if its a Technology Company rather than out t auto maker how about facebook a bunch of consumer package good pulled ads Mark Zuckerberg is going to meet directly with the organizations to meet directly with them bingo, stocks rallied more than 4 all these companies have compelling stories if the stock market is a casino, the high quality winners are like the blackjack tables, the games of skill, not purr chance. You do the work and study fundamentals and stay disciplined and you can make money over the long term however there are also the super speculative names that feel more like the roulette table or maybe they actually feel more like the sketch off lottery tickets that are preordain winners and lots of winners let me give you examples lets call it the pick six because these are all classic lotto stocks there are tons of single digit names i cant mention on air why . Too tiny even the larger ones i find worrisome. First, there is workhorse. Workhorse is a bit of a show horse if you ask me. This is a Technology Company thats focused on providing drone integrated electric vehicles for the delivery of cloud based monitoring if that sounds im pt, think electric trucks. Does workhorse make money . Kidding. Its losing a fortune. Buy. Who cares . Stock is up 5 for the year and a tiny float and traded 123 million shares today thats insane. Month or two ago one or two million shares might change. Today it was 124 million and yesterday 164 million and 129 million. When i see workhorse up another 10 today much gain after the bell, makes me nervous but it could double that goes. Double cut in half. Hey, scratch off, remember, second, there is nio chinese tesla. Their track record is less impressive impressive they are up 100 for the year and has revenues, Goldman Sachs like it. How about Tortoise Acquisition Corp this stock lost 8 today after an insane move over the past few days its a special purpose Acquisition Vehicle in the process of acquiring helon they make power train solutions. It was worth a lot more. It was 10 before the news 34 before pulling back to 25 today. Regular viewers know ill worry about the deals but you know what give you big pop right out of the gate and come back to earth. Twitter reminds me of number four nikola, thats another spespak play nikola has lots of truck orders but hasnt sold a truck. Stock pulled back 4 we have a couple vaccines. Vbi vaccines is this got hit today because pfizer is leading in the race for Covid Vaccine. Vbi has a bit of revenue i dont like the early stage Covid Vaccine plays. There is only room for a one winner the whole group is high risrisk. Pfizer is maybe my favorite. Vox art another vaccine developer that makes oral flu vaccines they were picked up to be in trumps warp speed covid19 project and now the stock is up, i dont know, 2100 this year. The darn thing just tripled since the end of may you dont want to be the next n inovio you dont want to be a n no vaccer. Everyone is hunting for the next tesla or at least before today some of them are king ford others seem like mistakes. The bottom line, there is the same market where high quality stocks were because they benefit from the stay at home economy. Think about the fedex action and the crazy part of the Market Driven by speculation thats very different and ultimately some would say likely ill fated story but man, they are having a good time over there peter in massachusetts, peter . Caller booyah, jim. Thanks for having me love the show. Im a huge fan. Thank you, peter. Trying to do explosive stuff tonight. Whats going on . Caller i dont hear you talk about reeves a lot it hit an alltime high. Data centers with video conferencing, e commerce, so much data and all got to go somewhere. Whats your take on equinix . Buy lets go to chase in texas, chase. Caller what up, jchill . I could take a few people down the other day i had to chief them a little whats going on . Caller hey, wanted to just give a big reminder to the listeners, please, please, please wear your masks. Thank you caller chill i know you like Online Retail. I like Online Retail we all like it as of late. I have owned this stock for a few months now and have got to see it double. Its an e Commerce Platform and has huge upside potential because they are thinking differently about the way Online Shopping should be done. All right caller what is my play for this chinese surging stock its red hot. Pin du do, dou and i thank you r the kind comments and yes, wear a mask lisa in missouri lisa caller cramer, thank you very much for taking my question. Of course. Caller i have a question for you. I liked your opinion on prolodges. Id like to start a position in the traditional ira for the purpose of income. Id like a position like a preferred stock because of walmart and amazon, a large pro lodge. Pro lodge is terrific it was the first stock that came out of the Great Recession just like i was going to say a bat out of hell but that has to do with the covid thing its a good stock. Look, there is the same part of the market going up good and an absolutely crazy part of the Market Driven by speculation and if you want to be on that side, knock yourself out try to move to the other side. Its better. Choose your side carefully. The big beat the street is up in sales and profits. Hey, with the stock dropping after support, is it in danger of losing its lucky charm . Ill speak to the ceo of General Mills and with a rapid acceleration of e commerce growth is home where the spend is im sitting down with ceo will williamssonoma, wow and bars and restaurants open and close and open and close we have to talk to Constellation Brands im talking with the ceo so stay with cramer. Announcer dont miss a second of mad money. Follow at jim cramer on twitter madtweets or sent jim an email at cnbc. Com or give us a call at 18007 1800743cnbc. Missomethi miss something . Head to madmoney. Cnbc. Com. Yeah yyeah yeah hey, hey yeah because now you can expewatch all your favorite hulu shows and movies on xfinity. Youre only a voice command away from Award Winning shows like the handmaids tale, to new hits like little fires everywhere. And fx originals you can only watch on hulu. Thats just the beginning of what you can experience with hulu on xfinity. Tv made simple, easy, awesome. As the pandemic makes a horrifying come back across the sun belt, we need to circle back to the stocks that worked during the first big outbreak in march and april. With states gradually going back into lockdown, the package food plays are back just today we got results from General Mills, an iconic household name and member of the cramer covid19 index. The Company Posted a great quarter with a top and bottom line beat but because management was worried about the fau toutu, what wouldnt be the stock got dinged a hair. Was that a mistake lets dig deeper with jeff harmony, the chairman and ceo of General Mills telling more about the quarter and the prospects. Welcome to mad money. Thanks for having me. Really enjoy being here. Jeff, i followed your company for, i dont know, 30 years. I want to do a doov over here gains or hold share in nine out of ten of their products who accelerates organic sales, who, i think, has come through and be able to produce everything without any supply chain problems is a hero and the stock is inexpensive so im giving it to you to say tell me that im wrong. Im not going to tell you that youre wrong. We had a good year going into the Fourth Quarter into the pandemic on our north america Retail Business and blue buffalo our pet food business growing at double digits and obviously, during the last three months our business really accelerated through strong execution as you say, nine out of ten categories of shared growth in the u. S. , all growing share in europe, six out of seven categories in brazil it was a good quarter built on the back of three good quarters before that. Jeff, also, i know that you had Balance Sheet concerns at one point that you had to address. Your operating crash flow that i dont think anyone focused on the call was magnificent and your leverage is better than a couple years ago. Thats the thing i think im most proud of im not sure if people fully appreciate. We try to get to a net rate of ebita and brings us that much closer to get back to our normal Capital Allocation and our First Priority there when we get to three times net debt to ebita is growing the net again. Its a big deal. Our earnings were good but the cash know was better and were proud of that. I always regard you as the ultimate Dividend Growth stock and i think its going to come back and youre in position to do that. Lets talk about Something Else i thought was magnificent. Blue, an acquisition that initially people say maybe over pay. You have 13. 3 household penetration. Youve got all channels going. We buy cannon through chewy but this turned into an acquisition thats taking share from a lot of other companies. Its been a great acquisition for General Mills and its been a great acquisition for our shareholders and all the pet parents and blue buffalo is everything we thought it would be weve grown it double digit twos years in a row including organ i can sales growth this year were growing share in the business and got Great Innovation lined up for next year and so people treat their pets like family, and weve been feeding food to families for 150 years and were feeding them to furry members of the family. Blue buffalo is everything we thought it would be two years ago when we bought the business. When people are at home, they have breakfast at home, serial, cheerios or Something Like it. They cook, Betty Crocker and pi pills bury growing nicely. The third Consecutive Year of sales growth and breakfast serial it grew 26 so we had a good run on cereal. People rediscovered that the kitchen is the heart of the home and thats good news for Betty Crocker and pills bury we have two of the top five food websites in the u. S. And traffic is up 100 as people try to figure it out. Its been a really good run for a baking and meals business. So talk to me about just in general for instance, talk about international because it looks like the international, another thing people were getting upset about. Now it pretty good. It is good especially our business in europe turned around in the Fourth Quarter. Were the third Fastest Growing cpg company in food in europe during the quarter we grew on our yogurt business we grew share on old el paso and brazil we grew double gedigits its Food Service Business here and the u. S. And in china but even there in the u. S. We took share and so while we were down 28 in the Food Service Business, the sector as a whole was down far more than that so we competed effectively there. All these are good. We got to go over Something Else at the top of your call, you did something no one else has done you mentioned the name george floyd. You mentioned George Floyds name twice you mentioned black lives matter not just that we have to help minorities now you were from minneapolis. We all read these stories. These are stories of tragedy and stories of import. What is General Mills role in minneapolis and around the country and the world to try to make things better well, General Mills does have a role and we obviously cant do it by ourselves and we cant address racism by ourselves noo neither can business in general. It has to be working with politicians or a community all together General Mills has been doing that for decades we sponsored the mlk breakfast for the last 30 years. If you look at the education gap or Police Reform or health care gaps, its clear we have more to do and as a company, the strongest thing we have going for it is culture of inclusion that the why weve done so well because we get the best ideas from everybody and if you look we really value in minneapolis and now is the time to step up and be part of the solution along with others. Of youbviously, people need d and General Mills answers the call. We did. We donated 10 million worth of past and product donations in the last quarter this year you know, when you come to a pandemic, you really need to take care of all your stake holders. We kept them safe and racism and holders. One of the most charitable compani companies. Great to see you again. Thank you great leadership. You sure have listen, hes chairman and ceo of General Mills. Its rare you get a chance to buy the stock when its down and when it is, we take it this is decision tech. Find a stock based on your interests or whats trending. Get realtime insights in your customized view of the market. Its smarter Trading Technology for smarter trading decisions. Fidelity. If youve had the coronavirus, youve got a lot of fight in you. And youre in a special position to help us fight back. The plasma in your blood can literally save lives. But we need to act fast. Please donate plasma now. Please donate. Donate. Donate. Donate now. You fought for your life. Now lets take the fight to covid19. Go to the fight is in us dot org to find out how to donate. The new covid outbreaks in the south and southwest accept most of us would be stuck at home for the rest of the year and when youre stuck in inside you have a powerful incentive to do Home Improvement which brings me to williamssonoma and pottery barn this company has a powerful e Commerce Business and terrific products that have become essential. Thats the reason willi williamssonoma tripled. They may be the best retailer in america so can the stock keep working its way higher lets check in with the president and ceo of williamssonoma. For a better chance how the company is doing, welcome back to mad money. Thank you, so happy to be here, jim. Tell me how you did something thats impossible to do. You had positive Comparable Store sales even though all of your 616 stores were closed for more than half the quarter. Yeah, we answered q 1 with strength across our brands following a strong 2019 and when the pandemic hit, we maximize