Sessions where we rest and recharge. For what . For the next assault higher. The move im watching for like a hawk is the takeout of the nasdaqs old highs. You know i feel that its long overdue. Im not afraid of it. Were on much firmer footing these days versus 15 years ago. The Companies Leading the charge now for the most part arent that expensive, with the exception of amazon and netflix. And im hoping we wont hear tales of irrational exuberance. If we breach that i go know mainous wall even if done with amazon and netflix and apple at the vanguard. You know what netflix is a real good place to start the game plan for next week. Because those of us who are subscribers to netflix know that at 6 23 a. M. This very morning, the new season of house of cards became available. Did you get your email . I did. I always tell you netflix isnt a play on earnings per share, its a play on signups per share and i expect them to be voluminous. Big lookout monday for analysts itching to raise their estimates based on strong signupses, simply because three of the muchtalked about show will spur worldwide demand for the service for certain. Dont worry, im not going to spoil house of cards for you, and we have already decided to rags ration it out this time after killing an entire weekend a year ago of Binge Viewing of every episode. My motto now, everything in moderation, including house of cards. But house of cards isnt the only cerebral entertainment this weekend. Im going to be poring over Warren Buffetts annual letter to see what he has to say about the world in a very expanded 50th edition, because its the 50th anniversary, of Berkshire Hathaway letter. What am i looking for . Obviously, buffetts world view as well as clues for his next hunting ground. Its been a while since weve seen that man bag an elephant. Hes got the cash to make some big acquisitions. I also want to hear about more ibm, despite repeated earnings disappointments. Does he think hes made an error in buying a tech stock after warning us for years about the hazards of going beyond your kin and picking up one of those kinds of stocks . Doesnt seem like ibm has built much of a manti teooat. Does that bother him . Plus, what is the view of oil after he booted exxonmobil from the portfolio, at one time a huge position even though he still rides the Burlington Northern railroad which has the most oil exposure in the group, that bakken line. Buffett might not answer these questions in his letter but i bet becky quick asked them in the extravaganza monday squawk box. Dont bother me during those three hours, dont tweet me. Especially if he comments on what ibm said this week about trying to move into highgrowth areas that frankly i wonder whether Warren Buffett might find as faddish and unsustainable. Usually i dont like to time trades exquisitely, but do you know do you know that for nearly every quarter in the last five years, ive suggested a strategy out here in my game plan that has worked pretty much like clockwork, which is to buy auto zone azo, after the zone reports. It wont be easy. Auto zone has been disappointing analysts for the last couple years. Youre going to be afraid because theyre going to say negative things. But it has been the single most aggressive buyer of its own stock of any company i follow and it seems to kick in that buyback, after the quarter. They report the analysts get disappointed, the stock goes down, and you buy. I bet this works again. Dont believe me . Why dont you check out the fiveyear chart of this baby the stock that hit an alltime high for this day for reversing badly. Tuesday we hear from targets new ceo, brian cornell, as he traces out his vision for the retailer that has stumbled badly along the way, a victim of weak leadership and total lack of excitement. Cornell has closed targets. He has also delivered better than expected samestore sales right out of the gate. But can he make target americas store again . How does he restore the inexpensive but fancy label that target used to have for so Many Americans . Can we expect more and pay less for the stock now . I think you can. Thats in my charitable trust, actionalertsplus. Com, has been accumulating shares. For those who want to wait and see cornells strategy remember, we really want to hear about something that hasnt been talked about. At least i do. I want to hear about the end of the bloat. Sadly, target has way too many people working for it. We its just a fact of life. And something has got to be done about it. We also want to hear about how hell reinvigorate the stories, particularly beauty and baby aisles as well as the food racks. We want to get dazzled with excitement the way we used to when we went to target. I think it can happen again under cornells watchful eye. We know the consumer is spending much more at lunch and dinner we have seen the jack in the box, fiesta i hop and dennys and popeyes louisiana kitchen. We know that retailers like roth stores, wow, kohls amazing, dillards have seen business pick up. How strong does it get . Are consumers ready to splurge again on gadgets, biggerticket items . Home depot said it. I always like to call best buy certainly more the stock itself. Servers of this show know there is an Industrial Company i think has become a consistent juggernaut since dave cody took over 13 years ago, honeywell. Has its analyst day on monday and were all over it not just for the nuts and bolts and innovations but for the sense of the world. He has an uncanny in his predictions of whats working what can work what areas are working. Even though hes too self effacing to admit he gets it right. Nonresidential construction auto aerospace, safety i want to hear all of it especially where he does seed planting. His process of moving ahead of where things are, anticipating where they will be a few years out. Honey honeywell is not the only company with an Analyst Meeting monday exxonmobil is hosting a con fab too. Maybe the buffett sperm giant can tell us what the heck is going on with oil prices. Ive been of the view that the supply will continue to overwhelm demand. So oil is going to stay down longer than expected at this 48 49 level, but i respect that way too much not to Pay Attention to a more contrary bullish opinion. Pay close attention to drilling budgets. Will they put their money or not put their money where their mouths are. Great question needs answers. Thursday is consistency day, pay homage to costco and kroger. Talk about self efacement. You cant get one word of chest thumping. They go about dominating their industries. I have to tell you while the ceos may be quiet, the stocks have become anything but. Which brings me to what you need to know. There is a chattering trading consensus around a view that both kroger and costco have moved up too much to be able to handle any even of the most mild disappointment. I dont think well get one. But im wary that both might succumb to momentary profittaking. What can i say . Unless theyre eradically depressing samestore sale numbers, you may get your chance to buy the two for the same discount they give when you shop there. On friday we learn whether the u. S. Economy is creating jobs fast enough to get us back below 5 unemployment, which would at long last put the hammering during the Great Recession in the rearview mirror. I think hiring will be very strong. But then we have to endure a host of commentators saying when is the fed going to raise rates and a host of commentatoring saying maybe the economy is not strong enough. I dont know. Maybe just tune everybody out. I like whats happening with employment in this country. So im cheering for more people to be hired. Sorry. Okay. Thats why i dont like the risk reward, too many people disappointed. And you know what if you havent put money to work in 2015 for your ii. R. A. 401 k conte contributions, wait until after friday, because that might generally give you a chance to buy stocks cheaper. Finally, i have to end the game plan on a sad note. One of the greats Bob Benmosche passed away today, rescued aig from oblivion saved millions of taxpayers in the process. Bob was a frequent guest of mad money. And we always thanked him for his service while also marveling at how he rebuilt aig as a tremendous Insurance Company without the crazy risk it had been taking to make its numbers. You know bob was a one of a kind guy, a veteran, took no prisoners in business but never took himself too seriously. Bob, thanks one more time. You will be very much missed. You were the bright light in the Business World and we are all poorer without you. Michael in illinois. Michael. Caller booyah, jim. Booyah caller i wanted to thank you for all you do. My question has to do with kinder morgan. Do you think the precipitous drop in oil prices coupled with the recent refinery strikes could have a major impact on the earnings of a transport and Storage Company like kinder morgan. Youve got to go over what rich kinder said there is probably maybe 6 of a vig about oil, he gives a formula for how much per dollar. It is soin finish tess mal, its a toll road. By the way up 9 as opposed to down 46 when he was on last. Its pretty similar, a yield play. Steve in new york. Steve. Caller jim booyah from steve in white plains. Good to have you back. Whats up . Caller not much. My question would be about lending club, lc. I purchased it after the ipo. Unfortunately, im about a little north of 25 on it. Okay. Caller after the earnings on tuesday, which in my opinion were pretty decent stock hammered, down 15 or 20 . I want to know your opinion on the future of the company and if you think its a lender or a pretender. Steve, ive got to tell you. I wasnt as sanguine about the quarter as you were. I felt there were holes in it. I felt there was more risk to the stock. I wasnt keen when it came out, but does have a good board, but no. I dont care where a stock has been. I care where its going to. And i dont think that stock is going to have a very i think its going to have a rocky time here. That was not a great quarter and raised a lot of eyebrows frankly. Everyone deserves a break. Today the market was taking a breather recharging i believe, for its next march higher. On mad today popeyes is serving up crispy returns for you, 50 in the past year. Is it time to take a bite now that its down 10 . Im going to talk to the ceo. And monster beverage made a monster move today, as we said it would. Is it the energy boost you need or do i go for something healthier . Dont miss my take you will love it. And the billiondollar business of gift cards. Its good. Can it stay good . Ive got the play. Stick with cramer. Dont miss a second of mad money. Follow jimcramer on twittyertwitter. Have a question tweet cramer madtweets. Cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to mad moneymadmoney. Cnbc. Com. When a Company Company stock runs into an Earnings Report any company stock, the outcome for its share price is rarely a good one, especially when those sales arent absolute perfect. Consider popeyes louisiana can kitchen, plki the extremely wellrun chicken chain with locations across the u. S. , 26 foreign countries. In the week leading up to the quarter, stock rallied from 61 up to 66, in part because investors expected the company would make an announcement adding more leverage to its capital structure. What happened . Well popeyes delivered inline earnings and terrific samestore sales, 10 . But there are still some people expecting more than that and a huge guide up. The biggest bulls on popeyes didnt get what they wanted, so the stock got slammed, falling 9 from 66 back to 60 and change. My view listen im wondering if you could be getting a fabulous buying opportunity for the first time in a stock thats been going up virtually in a Straight Line for ages. Popeyes has given us a nice 17 gain since we spoke to the ceo in mid november and just last august. So should we be worried about popeyes . Or should we worry about missing this entry point . Lets check in with cheryl batch. Welcome back. Good to see you in person. Both you and i are puzzled. We know the stock ran up and samestore sales the best not just in the chicken industry which you always exceed but in all of samestore salesdom. Thats right. So maybe this is just one of the things where people said you know, what theres no way people you can continue to deliver, because you did say, listen, you know may not be like this all of the time. Well just as you said we have had such a good run. What were proudest of we have sustainable quarter to quarter, reliable performance. And over time the market gets it right with our stock. So, you know a day, no problem. Well lets talk about the longer term did not concern the people who sold your stock. You have a great up deck which tell us whats going on. Established footprint with opportunity to double over 20 of the system less than five years old. I see lots of places with not a single dot, meaning not a single louisiana popeyes kitchen. So i imagine that youve got this is multiple years. Yes, it is. Multiple years. Ive talked about the opportunity to double the size of the chain in the u. S. , and then you add the international expansion. I wanted to do that too. The world. I was talking to patty doyle from dominos the other day and i know you know yum, of course. There are places where they have 100 restaurants that you have none. Thats correct. Lots of opportunity. I was excited yesterday to talk about the international opportunity, because we have been quietly building a reputation, and an approach to our brand internationally. Weve got it working really well. And i think we have an exciting opportunity there, really to implement the same strategies we have done in the u. S. Invest in our brand, invest in running great restaurants and making good returns for our owners. As you know thats when they build a lot more restaurants. Lets talk about that because owners franchisees, could be with any chain. Thats right. Why do they choose you . Very simple. Kind of like you, jim. Its the returns right . Its the returns. Are there good Unit Economics in your model . And good investment return to them . Theyre just like every other investor, trying to raise their families and make good returns and good investments. So i think our ultimate responsibility to our franchisee is to measure our success by those same parameters they measured theirs the Unit Economics and the returns on investment. There have been some restaurant chains that have forgotten how important the franchisees are. You hold them up at a level that most ceos in the food business dont talk about. Yeah we talk about our franchisees as our number one priority customer. And we say that listening to them is our number one responsibility, because they have invested all of the capital in the assets. They have hired all of the people and trained them. They have put it all on the line. And we believe, and i think we have demonstrated that when we serve them well our shareholders benefit. And you serve well in part by doing some amazing promotions which get people in. National advertising that has been hugely successful affiliation with some sports games that actually worked gigantically for you. We had a great bahamas bowl this year really exciting and in fact nominated for an espe. Were becoming a big brand, jim, and starting to get the presence and reputation that our food and our people deserve. So it is a very exciting time. We had seven new Product Innovations last year i know you love. Yes i do. Were always bringing them everyone knows i love it. When i first met you, i said listen, i want you to come on the show because ive been a Huge Customer for years. For years. You also have a book out, which i think is terrific. Dare to serve. And one of the things i thought was laced throughout your presentations is the notion of serving. Kind of a danny meyer approach. How do you get people in a disparate Worldwide Chain to focus on serving the way you like them to . I think the different take i have on serving is that serving creates the environment for superior performance. Most people think serving is weakkneed or being a dor mat. Its not that at all. Its the most aspirational thing you do do well by the people you lead. At popeyes, thats our franchisees, we have done well by them and yielded performance results at the top of our industry. The other thing we have done is the dare. We have done bold things. We have done some real step forward things like investing in media, innovating in products. And we have created the Business Plan and the culture of serving them that has yielded this performance. There were some people that were the chatter was we were hoping she would do a bigger buyback, you did millions of dollars of stocks. Im torn on this cheryl. Because the people i see, they feel the stock doesnt have socalled enough liquidity, shares at the same time you generated a huge amount of capital like a dominos. What is the best way to return the capital to shareholders . This is as you say, a company that throws off a lot of cash. What i said yesterday, i feel so strongly, the first and best use of our cash is to reinvest in this business and grow it to the strategies we have been successful with. And that is first and foremost what were going to do. When we have excess cash were happy to return it to the shareholder, and we have proven that over a very long period of time. Well i want you to keep growing, because thats youve got among the best growth, but samestore sales numbers, spectacular. Thank you. So much to cheryl batch, ceo of popeyes kitchen, down 10 , doesnt do that often. Thats when you make your move and buy. After the break, ill tell you more base to make money. Coming up tech warning. While stocks like apple continue to tear up wall street not all of tech can take you to the promise land. As the in that case dak flirts with its previous top, cramer points out what to avoid. Are they lurking in your portfolio . How can two companies so different in ethos be so alike in terms of growth . Im talking about white way foods and monster beverage the natural and organic food and drink company, and the totally inorganic beverage business. Both are ragers selling product like crazy. And even after their enormous moves, both are still mustown stocks, either on an earnings or takeover basis. White wave reported a couple weeks ago and it kind of looked like an end line qua