Worth remembering that companies can and do change their stripes, actually improving the business all of the time. Sometimes the moves are revolutionary and sometimes theyre evolutionary. Today, we heard from a cavalcade of companies that had changed their stripes, and the results are remarkably positive and they made you a ton of money in this fabulous session. Why dont we start with the most obvious one, Green Mountain coffee roasters, which after today should rename itself Green Mountain coke refrigerator. Thats because last night cocacola bought a 10 stake in the company and they are going to partner with them to develop a cold soda maker, similar to the keurig, yep, a keurig for soda. Until last night Green Mountain had clearly peaked with slowing numbers. And the two high valuation. But brian kelly, Green Mountains chronically underestimated ceo saw the weaknesses and thought big, partnering with coke to have a disruptive machine from the looks and the sound of it will be much easier to use and therefore better than soda stream. Plus, cocacolas International Distribution can blow out the sales of the product. In one fell swoop it became a terrific draw. Then american airlines, a company that not long ago was bleeding red ink. Now that its merged with u. S. Airways, you can see how the company has been transformed. Thats why when i picked up the paper today, lead story in usa today 49,000 flights have been cancelled. I no longer fear for american, even though at one time i should have been shorting it aggressively on the cancellations if i still ran a hedge fund. The airlines are a heck of a lot stronger, thanks to all that consolidation. Hence the stocks conclusion on the 52week high list, not the low list as you would have expected at one time. Then theres aol. Remember those guys . Well, it had initially a positive, but then switched to a negative reaction to the earnings today. Aols reinvented itself, this time as a play on video with advertising and search. Meant to rival the traditional Broadcasting Cable companies. Its doing remarkable things as it blows out revenues. Its a big buy back. While it didnt put much money on buying the stock this year, i think it will be back in if the stock doesnt higher. This was a dial up noncontent company thats now capable of rivaling google on content at least. It has been transformed by the ceo tim armstrong. Hallelujah how about facebook . Think about it, 18 months ago facebook was a slowing desktop Billboard Company with a product that simply didnt transfer well to mobile. Fast forward to today and it has the best interface for both advertisers and users. The worry that business has peaked is behind it, and i see multiple years of growth, and well look back and marvel at how inexpensive the stock was. One has to hope that twitter is able to reinvent itself too, so its users growth can regain the luster of a year ago. It worked for facebook, it can work for twitter as ill detail later in the show. Im hopeful that management, very good as they are, will be able to get that User Engagement rolling again. Of course some of these transitions take a long time. Bob iger, ceo of disney, has worked hard to get content providers, pixar and and marvel now lucas film, the studio behind star wars and they have been able to create new movies like the pirates of the caribbean franchise or cars and now frozen. That later could be monetized across broadway stages to theme parks. Disney has been transformed into a business where it could be a regular hit maker. And i think that this quarter you saw the end to movies that arent franchises and the beginning of multiyear rollouts of what are almost guaranteed to be hits. Thats why bob iger is one of my bankable 21 executives in get rich carefully. And we know the Companies Like marathon oil have created tremendous value by breaking up, and last night when i interviewed the ceo of marathon, i was shocked to learn how much they could do to bring out more value, and i think its a good example, and it refuses to stagnate. Who knows how much value chevron, exxon or royal dutch could bring out, and i still think that Occidental Petroleum will do well. We know that lynn energy did, virtually overnight transforming from a slow growth Natural Gas Company to the natural gas tail by the way, those mlps are going up. I dont think its too late to buy lynn energy, my Charitable Trust is doing it. Think of how strong Martin Marietta materials has been after its purchase of texas industries. The stock soaring again today because of good numbers. How weak could the country be if these companies are doing so well . And pvh and vf corp, both bankable ceos, have repeatedly reinvented themselves with acquisitions. The apparel stocks have been a total bear here of late, because of worries about retail sales, but today we got numbers from kohls and ann taylor that werent very attractive at all. Yet, the stocks roared. So perhaps people are too negative about both vf and pvh. I think all companies with stagnant share prices should be thinking along these selfhelp lines in order to create more value and give the market what it really wants growth. For example, i reiterate that if apple wants to give its stock a growth injection, dont buy back stock. Make a synergistic acquisition to your itunes business and that would be to buy netflix. Microsofts new ceo needs to do something to advance social mobile cloud and connectivity. That means buying a company like aol. Neither acquisition would be a strain for apple or microsoft. Heres the bottom line. This market wants growth. Whether it comes from dividing a company into two pieces to bring out more focused businesses that can grow faster under one roof, or from reinvention with new products, or from acquisitions that take out competitors and increase pricing power. When we get that growth, the stocks get bit up. When we dont, the stocks tend to sit out, even on the day like today. Its a vital lesson for Corporate America that far too few management seem to understand. But when they do figure it out, the rewards tend to happen rather quickly for those opportunistic enough to take the chance. Now i go to alex in new york. Alex . Caller booyah, cramer. Nice booyah on this, the best day of the year for the dow and the s p. Whats going on . Caller first of all, i have to make a birthday shoutout to my super stock bro, c moose. Of course. Caller anyway, i bought American Eagle fairly low, 13. 04. Should i sell shorts on it . Or save that bad boy for the long haul . Retail is having a couple days bounce. If you get the bounce you have to go. Come on, man, were going high quality. Can you imagine you have a nordstroms down at 57, 58, gap stores by the way, which obviously did not have that bad a quarter, is now just reported some very good numbers. Go a little higher quality. Move up on the food chain. Can we go to charlotte in missouri, please . Caller yes, i own akamai. It went up today finally. Will it continue or do i take profits . No, i was on that conference call, i have to tell you, its up 10. When you see a stock up 10, buyers are coming into it. Why . Apple is not opening up the content Delivery System to compete agaisnt akamai. Dont forget, the backbone system is akamai. I like the stock. Some companies can change their stripes, all the market wants is growth. We see companies create value by doing selfhelp, get bid up huge today. Its a vital lesson and we know Andy Dufresne teaches it. Got to get busy living or dying. Mad money will be right back. Coming up, catching a break . From fitness to fresh air, its behind some big brands in recreation. Can this exposure be a strike for investors or are concerns about the consumer enough to sink the shares . Cramer is making a splash with the ceo. Plus, remember roth . Whether you have got it or think you should start it, you probably got questions about the roth ira. Tonight, cramers laying out the strategy for how to succeed, and offering some unexpected advice when he opens up his playbook. And later, looking for an investment to fall in love with . There are more than 4,000 companies trying to connect mr. And mrs. Right, and with valentines day around the corner, cramers calling in a specialist for a closer look. All coming up on mad money. 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 . Head to madmoney. Cnbc. Com. If you wear a denture, touch it with your tongue. If your denture moves, it can irritate your gums. Try fixodent plus gum care. It helps stop denture movement and prevents gum irritation. Fixodent. And forget it. And prevents gum irritation. To manage your money. R guy around 2 percent thats not much, you think except its 2 percent every year. Go to e trade and find out how much our advice and guidance costs. Spoiler alert. Its low. Its guidance on your terms not ours. After a fabulous session like today, its hard to forget that were in a difficult moment. But we did bounce today. At times like this i need you to remember something that f. Scott fitzgerald was right about, the rich really are different, not just because they have more money, but they keep spending it even when everyone else is hunkered down, waiting for the pain to stop. Consider brunswick corporation, a maker a play things for the rich, including fishing boats and motor yachts like my own beloved 17 foot boston whaler, and fitness machines, got one of those of theirs, and bowling equipment. Fully threequarters of the company sales, although, come from boats and boat engines, which is why i made brunswick a member of my gatsby index, designed to measure the strength of the high end consumer. They reported at the worst possible moment last week, right at the start of the threeday period when the market got eviscerated. They earned 15 cents a share, two cent beat on higher than expected revenues that rose 8. 6 year over year. I think the guidance was conservative and the stock jumped 2 bucks from 40 to 42. Thats a pretty heinous day they reported. Since then, brunswick has given up most of that move. Now i first recommended this stock two years ago. Since then, its given you a 97 return. Lately, though, its pulled back about six points from the highs. This could be the rare buying opportunity we need for a fabulous company . Lets check in with dustan mccoy, the ceo of the brunswick corporation. Welcome to mad money. How are you . Thank you for having me. I have to tell you its funny. Youre synonymous with everything i love. I love to bowl. I have your life fitness workout machines in my place and i have a boston whaler, and its unbelievable. We love people like you. No, it is. I really dont think of them as brunswick. I think of them as the individual companies. Is it just you have so many different labels under the roof of brunswick, do people really know its all you . Actually they dont. Any time i meet people, hey, youre the bowling or the billiards guys and people dont know were in the boating or the fitness business. When i bought it, i looked at the consumer reports, what was the best. What was unsinkable, it was you. I think a lot of your boat names, people arent familiar with. They know them as the best of breed. Thats right. And actually we do that on purpose because we want our brands to have their own identity in the marketplace. Its a very fragmented market. They need to compete well without having the brunswick name tagging along. We do a good job. You sure do. Let me ask you, it was brought up on the conference call, but its an interesting issue. My generation, we can afford it. I have done well, and when you do well, you get the harder thing for me to find is the slip to put the boat in. Younger people arent doing as well. The incomes arent up. Its so much harder to find a job. Is there a problem here with just the age group and having the wealth to buy your products . Actually not. We follow statistically what the age of boat buyers are. We did have a dip right at the recession, with people lets say 25 to 35, we began to notice the last two years that hasnt begun to pick up. We have actually seen a few more buyers over 65, but we have also seen more in the 45 to 55 range. And heres a bunch of research we have done. We surveyed people in europe, canada, the United States and brazil. Those are the biggest boating markets in the world. And the fundamental question was, is boating still going to be relevant . Thats what i want to know. I think it is. The answer is yes. We had two findings from that, both of which are very good news for us. First, the people we surveyed, this is in the 90th percentile. All believe that boating is one of the great Recreational Activities in the world. It is. When you start there, then Everything Else becomes easy, right . Then you have to get the product right, get the cost right and the styling right. Add features, et cetera. Thats what were working on. Thats great. Im one of the people. Im one of the people. A great recreational thing. Now, the numbers out of the United States, the numbers out of europe were incredibly strong. How do you explain . This is in the Fourth Quarter. Yes. In the Fourth Quarter. How do you explain europe being so strong . A couple of things. We brought a bunch of new models to the marketplace there, and again in any product company, new sales with great features, we really hit that market hard with a bunch of new models and great features. Here in the u. S. A couple of things happened in the Fourth Quarter. The aluminum markets, let me put it this way. Anything with an outboard on it, pontoon, salt water or fresh water fishing, have been growing significantly. We wanted to get boats positioned in the Dealer Network as we come into the season so they could do well. And smaller fiberglass products, which is a difficult place to be, we had a bunch of new product coming, so we wanted that in the Dealer Networks so we could get ready for the selling season. It all worked. Were confident to sell it at the retailers. The life fitness, which is what i have, is not a cheap machine. These are expensive machines, but your numbers are up big. Is that clubs buying them or is that people having inhome gyms . No, we dont really go after the consumer to any great extent. Only about 10 of our sales are into the consumer segment. So we position ourselves to be high end, very high quality. Right. To go into a club, hospitality, hotels, et cetera. And all the growth in the Fourth Quarter was led primarily by clubs, and in fact that was global, jim, not just the United States. Okay. And hospitality. All right. Where are we with bowling . Where is bowling right now . Again, i mean, you know, im pretty good. Im not as good as i used to be. I just always find that bowling is something that when you have kids thats what they want to do. Sure. Its where my parties have been. We just like it. Is that generational . Is that the new generation liking bowling as much . Something very interesting is going on in bowling. So were working hard to participate in it. Bowling for decades has been built around the league bowling. Yes. I always hated it because they had the good lanes. Yeah. The League Bowlers in general have begun to decline in numbers. Okay. Thats probably because it takes a lot of time, you have to make a commitment for a long period of time, et cetera. So what we had begun to notice, theres a new class of Bowling Center that involves much more fun than bowling as a sport. Good food, Great Customer service, big game rooms, et cetera. What we have been doing this year, we opened three pilots, two in the atlanta area, one in chicago area. Entirely new concept for us. The atlanta areas concepts have been open for six months, a home run. Chicago one we opened in october, got a little more work to do to prove the concept. But were very relaxed now that we know what the centers of the future look like, and that way we can formulate a plan around that. One last question. Because Brooklyn Bowl is a big, hot place where i live. Sure. People who had their boats destroyed in sandy, they all got new boats, didnt they . Not yet. No . Not yet. They first need to take care of their home, then their car. Then they collect their insurance money. And when we had all the hurricanes in 2005 on the southeast gulf coast, we saw those people begin to come back two, three, four, five years out. So thats still ahead for you. Thats still ahead. What a great story. Dustan mccoy, ceo of brunswick corporation, a Great American company and a Great American stock. Stay with cramer. Coming up time to take control of your future, cramerica. Cramers reimagining your roth ira when he opens his playbook. And later, perfect harmony . When youre looking for love, people do strange things, like spending loads of cash. Online dating has become a multibillion dollar industry, and to give you the outlook on where the money is headed this valentines day, cramers calling in a specialist. Go off the tape with eharmony just ahead. Plus, the bird didnt fly today, so what do you do with twitter now . All coming up on mad money. For over 100 years, bp has been committed to providing energy for america. But this winter, it will come from a different source. We bring the energy to represent america. I have the energy to take on the world. Its an amazing feeling. This is our moment. Bp is honored to support team usa, and committed to american energy, wherever it comes from. But when we start worrying about tomorrow, we miss out on the things that matter today. At axa, we offer advice and help you break down your insurance goals into small, manageable steps. Because when you plan for tomorrow, it helps you live for today. Can we help you take a small step . For advice, retirement, and life insurance, connect with axa. As