Yet you know that on any good piece of news this market wants to go higher not lower. Even as in the end we got handed a second straight hammering today. Sop 4 ht 4 percent, nasdaq climbing point 26. What makes me Say Something positive after a house of pain . Simple its how they react to news and the pin action and news that impressed me. Let me give you some real life battlefield commentary and you know why its to the upside here and the bears took the day. Lets start out with the simple example way fair and symbol w. You may not know way fair unless youre a catalog shortstop. They have furniture for your home. I have bought good from one of their brands. It came in the mail and if you think that catalogs are past keep on watching. Red hot catalog will be starting the stuff later in the show. I think that you will like it. A lot of investors thought that way fair was the busted i po of 2014. It mainly ran up to 37 and then literally got cut in half in december when some were proplexed at why the company was not doing better out of the shoot. Then today they reported a spectacular 65 percent revenue quarter and buyers swarmed in to pick up damaged merchandise. If you held the stock, youre back to even after the 14 percent run today. Its the pin action that really em presses me. Now now know that i have been a big fan of restoration hardware. Its like judging a restaurant or danny myers shake shaq by the next few quarters. You have to give them time. Youre not going do well if youre in and out. Its about a long term vision and one that caters to the shopper or eater. The point is that way fair and restoration are catalog retailers and it rallies and hard off a sales number. It cannot be ignored for those that are looking for pockets of strength. Now, i am not content with watching the two and saying i believe what have you done for me market lately. I want to spend another step. Have you seen the resent catalog for res an troe polg ji. I like that stock. Okay. Take the bullish action in mcdonalds saying that when we get mcdonalds Sales Numbers were going to see real disappointment. Now, you would think after the run that the stock had it would be crushed by the news and crushed by that prediction. Its though the done stop since the ceo came in and something that would play the rest to have east that hold the real pow captioner the company. Now the market took the q from another piece of research and they called it and said that change is going to come. Theyre going to pay up. Might as well been written by sam cook. Something that you should have acknowledged. So who wins . The buls. The stock goes up 51 percent and then its up up up. Then you get a further story and saying that its going to phase out the sufshingerving of chickens treat with antibiotics. So theres a sigh of relief over here but its slightly muted. I figured once again to buy hanes and showing as a formal specializes in the organic and then the ladder produces the hottest food stuff many the world plant based dairy like soy and almond milk. They also make whohorizon. They were ahead and they would not have gone higher on a day like this if they would not have shined the light in the food image. The lobbying group and the that lorous youtube base hybrid last year. Simple whole foods has been resting after a monster run. This thing is good. Its just sitting there for the picking and two dollars from high. First poll back. Whole foodss and back to the i foods. How can you not be salivating to buy the offspring that got it so right when mcdonalds was getting it so wrong . Yes, chipotle. Yes, after they reported a spectacular quarter and then guy dance. If mcdonalds is removing what we were pumping into chickens then how about buying share in the outfit because it pulled pork. No they did not serve pull pork and i make after marinating in cocacola. Stop serving it. Why . Because the pigs were miss treated. Another idea. How about the rally in forma . After it received an important okay for the fda and the expand of the use of lung cancer drug. Not an easy feet giving the companies companies. Bio tech was strong by the get go. I have a big real of the ones that i like more. Its to be resumered to be bouthd by j and j. We can include that this is part of a larger trade. Now, understanding that it disease not describe a long thesis but i do confess that february was weak because of the weather. This is my bar of having no traffic because of how cold it is. No matter when we get the data point toss show us the slow down, we will not say it was cold. We will say that i am going to be selling stocks. If you wait until the data comes out the people that bought today are selling because they were a step ahead of you. They took the risk. Now namely had a couple of stocks that are owned by many retailer investors and the name for you home garms and timely got some lift and gopro. Theres no cattles, but the gopro is strictly pin rally of the gopro sue pilepplier. Beyond that a positive read through by sand disk. The stock is rebounding and that steamed the losses and the group is not affiliated and its to see np and sky works back on the run after the one day pause. Theyre itching to go higher. Here is the bottom line. I am not sugar coating. That would be wrong. In a second day you need to watch to see what is stabilizing stabilizing. Thats where you do the buying. If they can with stand the on slot and still be standing like a stone wall then they should be even better tomorrow. Larry in connecticut. Larry . Well lets call it massachusetts and kudos on the interview with scott painter. Really . I think that the market did not react well. Some of it they do have a very very big lock up expiration and i always try to tell people to wait for the ex per raxs because you tend to get a better price. Go ahead. Youre graceous. As i helped an army of guys clear four feet of sunshine off my roof last week the old fashion way i thought about tickers lltc and that makes analyzes for industrial and autos and the handsome and equally handsome bryan and fabulous margins but heavy international exposure. I am in. I like it and you know that i love the product. Its one of the best that i the street has. Bob frequently of course one best in the show i think that its a great stock. Glad that you own it. What is stabilizing . You have to ask yourself when the smoke clears. Thats what you buy tomorrow. Taking the polls to Global Company with one of the best run companies on the planet. Thats honey well. I will get an exclusive with the ceo and i got the names that could be ready to breakout and they can not stop them, but i have a Company Fighting to put super bugs in check. Theres a device that i cannot wait to get my hands on. Why dont you stick with kramer. Dont miss a second of mad money. Have a question tweet him mad tweets. Send is email to mad money at cnbc. Com or give us a call at 800743 cnbc. Miss something . Head to mad money cnbc. Com. I am hawk tauking about honey well and they make air Space Components and air Climate Control systems and refining cattles that had a terrific analyst day. Honey well is one of the most clued in companies on earth when it comes to the economy. Honey well reafirnled the numbers and the sell and also stress the importance and its tucked in and Going Forward. They said that between buy bucks and capital employment and earlier today i had a chance to talk with day cody and one of my bankable ceos from get rich carefully. Dave, i feel like the last line is the most important. You said that this is an exciting thing. New products that go around the world, and i am pumped about everything that we have coming. When i go back 13 years ago, we have an empty pipeline. And a lot of it is software base because while we have 22,000 engineers in total and you think of the stuff shipping in box and engine and totals, more than half of them are developing software, so you will see theres a lot of software base products that you see coming that are cool. When i think of software i think of and what we have been talking is how the car and the home is the new growth area. Youre software for the home seems to be the dominant way that people are going to be able to take control of the home remotely. Well, were going to see connected everything. Theres going to be connected homes, building and factories and connected planes and corrected workers thats also going to occur. Like with a lot of things its important for a company to be smart about it. Its easy to get caught up in the trend and say that the trend is right and the trend is good. Spend what you can. Like nes. Yeah it worked for them. Its tough for me to complain on what they did. They improved our sales so okay emotionally bother some but rewarding financially. Everything is going to be connected in some way. Were being smart on how we do it and the plane, home work building or factory. Its the right trend, and you have to be smart about it. Its more competitive and a line that caught my attention and youre becoming the chinese competitors. Yeah thats perfect. Thats exactly right. I few china as being the chance of the first 21st century phenomenon. They have moved from number 20 to 2. They could be number one easily if they keep on playing things right. Theyre creating their own chinese competitors. And theyre good. If you cannot beat them and win there, theyre going kill you in all of the markets that you like today. I spend aa lot of time on how were doing. Give me an example. Where are they catching up and competing . Well i would say in every single business and industry in thats in the u. S. The same thing is being replicated in china so arrow space. Its another and i think that you will see another air purifier that we have. So everything single industry is going through that and facing it. One of the things that we know of honey well is that its a great stock. Yeah, you made a good call a long time ago before we were neighbors. Yeah. I love seed planting and how do you please everybody . Well, the good thing is that we generate a lot of cash now. Were in a position to do all of this stuff and in the next four or five years. Were going to be increasing the dividend greating than the earnest earnings rate. We have a lot of power for the mfa and stock. At the end of last year the debt equals the cash. Were in a net zero. Were in very good shape. That leaves us a lot of flexibility when it comes to repurchases. Thats why we talked in the pitch about the new approach that were taking and saying that anything above 1 to 2 billion in cash were going start to reemployee so that i have a lot of mna capacity but the investors do not have to worry about the cash even while increasing the dividend. Well, 2014 was amazing because you said that it would be head winds and i never knew that they were that much greater. Can we see europe Getting Better . Defense spending and you highlight that as going up. A couple of lines are better than 2015 than 2014. Yeah theres an interesting things this year. Over the last five years for the first four of them i was more negative than the economy going into it. Right. It just did not feel right on anything. This is the first year out of the dpooiffive where i have been more positive. Yes this is a different dave cody. Yeah, it is. I am running the place conservative. I do not get paid to be an economiest. I get paid to make the right call and conservatist. The affective oil prices and in any Oil Importing country so china, japan, india is going to put a lot of money in the consumers pockets. I filled up my car the other day and i was shocked. It used to cost me 100 and this time it was 70. Even i noticed it. People think that i would not. People think that a lot of people that cover it are rich but there are Small Businesses that have a fleet of eight truck zpls yeah they became competitive and families have more money to spend. Theyre not spending it yet, but theyre going to. I think that affect is going to be helpful. On the other side of that were going to have the stronger dollar. Right. That will keep the inflation down. I think it may help europe a little bit and make them export a little bit better. They need to fix the problems. I am worried that they will use it to do nothing and just prolong a problem. All in all i feel bullish about the world and i would say most do right now. One thing that i want today do is that you were the first person and oil could be 50 and was it 80 . You do have a big oil and gas business. I know that its downstream. You know the dirty or heavy oil is coming in in canada. We did not need keystone. These are your refining products that are making that clean, right . Yeah, they do but here is the way that i would look at the up stream verse the down. There are two different markets and on the up stream its driven by the oil price. Right. Is it worth me drilling to try to find more. On the downstream its drin by what ask the Economic Activity in the demand for a refined product . Because the oil prices are coming down and the economy is going to pick up, that increases the demand in that area. I am not that worried about it. Yeah you have to Pay Attention to it and you will see russia start to slow down projects and youre going see that start to pick up in other places. Theyre going to be perhaps where you get the short term negative affect and then the long term positive affect is there. Its something that we have to manage. Right. Right. I think that its good for us overall. Well, i like the call that this is an exciting time for honeywell. Thank you. Always fun. Coming up. The mafrkt gets covered in red ink. Were still pumping up some serious green. Can the Companies Digital efforts help it stack even for paper. Kramer has the exclusive with the ceo. We have been on the look out for stocks that are getting jig give and reacting well despite the tie of the markets that washed over the beach. Today i mentioned the leaders of the former pack and then bio tech. Thats why i thought this would be a good time to circle back to the group and being asked about the stocks at jim kramer and what looks good. We know that its been a battleground, but have you seen the stock late . Sold at 12 times earning. Being to hold above 100. Might be setting up for one of the most quick ten percent move. I think that its possible. What can i say. 100 billion company and fran excise does not know how to quick. I think that its an excellent reed for the Capital Markets and thats a perfect companion and for the street and thats the way that i look at it. They have been pointing out and theres some data coming out on march 20th and i am calling that a nice one for the stock. Its been under pressure late and thats letting up for the moment. All i can say is that ceo has assure assured you of thele chal epglengeschallenges. Even if it keeps on winning head to head trials and thats the generation drug thats being extended to those with diabetes and please stay focus odded on what is the next block buster here. Now, a few that we have on multiple times and bio marine. Just to point off the highs as its abn orphan drug. I am sticking with it because of the pipelining and the coagulant. Every time that i see something positive seems like people decide to pick on a negative aspect. I get that. Stocks heavily shorted. I have a lot of faith and ceo of the ability to deliver. Meantime in take of the farm lets because of far captionerpartnership. I dont know how many of the run the stock has had yeartodate. J and j would pay on top of the evaluation that they have. I have to tell you when and if they do it, it will propel all of the groups. At this point i would rather have you buy the receptors. We just heard from them. They have that world data for ms and also chromes disease. Put it together and its 8 billion in possible sales. Then the possible specking of the Pain Managementment. Remember he has been a winner any time that its broken down. Bio tech is not going to be able to lead us. And with activists and value doing so well remember they just did these big deals and i can only say there are a lot of ways to win with bio tech with the take out of the Medium Size Companies or the larger ones so one last thought. If february was weak as i thought it was then it would reform when it takes a hit and only gathsers steam over the next few weeks as it is the next few chillies month and j j turns and talks it into a reality. Larry in california. Larry . From sunny san diego. Whats happening . I was wondering what you think of lab corp. . People do not ask about them much. We know that they go to the doctor and make money and make money. I think that you have a great situation there. I would not touch a thing. Theyre a winner. How about civil in virginia. Mr. Kramer that you so much for taking my call. I would appreciate your verdict on chrs the global bio Similar Company and they rated them as out perform. I bought a position in january. Should i buy more . E know how this tough this group is. I try to stay on top of them and this one i am not on top of. Better to own that and not cuff it. I have to come back can chrs. Can bio tech lead us out . Its been a Leadership Group and i would not be surprised if it gets hotter. Much more mad money ahead including my exclusive. Can the resent kimberly spin off make the portfolio richer. Who said pins ton. Its up 15 approximate percent this this year. Plus your calls and the rapid fire in the lightening round. Stick with kramer. [ male announcer ] at northrop grumman, we know in the cyber world, threats are always evolving. At first we were protecting networks. Then, we were protecting the transfer of data. And today its evolved to infrastructure. Finance. And military missions. Were constantly innovating to advance the front line in the cyber battle, wherever it takes us. Thats the value of performance. Northrop grumman. Rngs dont judge a quarter by the stocks initial reaction. Sometimes the market gets it wrong or its confused. The medical supply company by Kimberly Clark. Now, i am a big fan and thats why we own it and you can follow along and they make surgical and productions if were the operating room with products that are number one and number two in a bunch of categories and also has a faster growing medical device business. Going forward they will be able to make some things to do the growth. This moneying the markets initial reaction is negative and pulling it down. Why did it get hit . Because its a low volume name and does not have as much coverage. Some of them were spoofed and something by the way that you should be aware of if you were watching the show. They were being conservative and wall street confused and thats why they rebounded from todays low. Now