Buck and goes lower. Thats what happened today, dow slipping 29 points, s p falling. 10 . Now, i know that individual stocks can transcend oil now and then, but oil is in control right now. We might as well go right into our game plan because the most important thing happening next week at the height of earning season is what depose on this weekend in doha. Thats when Oil Ministers from opec and russia are getting together to talk about freezing production. This meeting really isnt about freezing anything. There are way too many countries moved and opec itself is basically broken, its every country for itself in this oil market. Im not saying its irrelevant, especially given the endless rumors of having it were crucial in lifting the price of crude from 26 bucks to 40 now. I am saying, though, that what really matters is supply and demand. And right now supply is indeed being cut back in the u. S. , prices are too low. Maybe by as much as a Million Barrels while demand worldwide is picking up, thats creating tightness that most likely cant be alleviated until oil goes higher and more expensive fields from the u. S. Can come back online. However, you wont see that happen until around 50 bucks. Here is how i think things will pan out. Nothing will happen at this meeting and oil will sell off, it started to do that today, when the sell off accelerates you have to do some buying, not necessarily oil stocks but of your favorite stocks that get taken down by a marketwide selloff. So get ready for downward action if nothing comes out of doha and be ready to pull the trigger on some high quality stocks that otherwise might not go down without oils pressure on the entire stock market. Earnings season is in full swing next week so the Oil Situation could produce real opportunities if we get a breakdown in price. Where are these opportunities going to come from . How about monday morning when pepsico reports. The stock got a downgrade earlier this week by someone who thinks the estimates are too high. My travel trust has a small position in pepsico, we want to make it bigger. Any pick up in the stock is a tremendous buying opportunity because the ceo is doing such a fabulous job steering the company. Nelson pellets of tryon had favored breaking the can company up into soft drinks and snacks but it has had such a big run theres no way anybody can be unhappy with the way the company is run these days. Call me ready to buy. After the close we get two Controversial Companies earnings reports, ibm and netflix, both of which have run up into the quarts, i about. M has gone from 117 to 151 and netflix climbing from 82 to 117 in two months time. You know how i feel about those things, thats not a great setup for either stock. Ibm has to show that its could go any intelligence and Cloud Businesses are growing so fast they can offset continual legacy weaknesses. Netflix has to demonstrate an acceleration in subscriber growth here and abroad. Frankly, those are tall orders both given how much the stocks have done. Tuesday johnson and johnson reports and all i can say is there are so many people who want this stock down so they can buy it that its hard to imagine theyre going to get their wish. The ceo just wont grant it. You also get results from Goldman Sachs and we are hearing a lot about expense control over there. Thats a bummer because it implies business may be tepid. However, i care about the future and not the past and i dont think goldman can stay as weak as its been and mergers and acquisitions could occur, too. If you want to buy i suggest waiting for a couple days after they report because do you know what happens when they report, the window opens for Insider Selling and there are always partners who pretty much have to ring the register, its a tradition. We hear from intel after the close and everyone is so nervous about it that i wonder if it can be as disappointing as the analysts predict now that its acquired al tara which does Communications Hardware software, however, the shortfall the disc drive makers seek eight reported is resonating throughout this industry and i dont think theres anything good to say about pcs no matter what intel does so i would be careful with the stock. Whats going to happen when yahoo reports after the close . This one has being a riddled wrapped in an inn he go ma. If yahoo would say we are for sale come and get us or we are definitively not for sale it would eliminate the soap opera factor thats made the stock so difficult to own. Cocacola kicks off the parade. The stock is not cheap, its never been cheap but they have done a lot to wrench costs up. Earlier this week we pro filed the greatness of illinois tool works. This would be the kind of classic industrial stock that could be bought on any oilrelated swoon ahead of the quarter wednesday morning. After the close we hear from yum brands and if you dont own it i think you should buy half early in the week and then half after they report. The split up is coming with yum breaking off china from the rest of the world i think theres going to be a ton of value created when this occurs. Thursday after the close we get a plethora of earnings thats awfully hard to keep up with. Im focused on alphabet and i think this is a request rt that might produce an interesting revision upward in the forecast because alphabet has so much business worldwide and a weaker dollar is good news for them. I know pcs are soft but i bet you had we will be pleasantly surprised when microsoft reports because its Cloud Business is on fire. I want kevin plank to put a cork into the mouths of the shorts and the negativists when under armour reports after the close thursday. Im sick and tired of hearing that the company is losing share when i dont think it is. Last quarter was terrific, i bet this one will be, too. Lately, though, it hasnt mattered. People seem to be giving up on under armour stock, i say give up on it at your own risk. Three others i like very much, starbucks, schlumberger and visa also reported after the close, these are companies that my travel trust owns because they are best at read players that have consistently delivered over time even as their 10 b hiccups have been buying opportunities. You should wait until after the quarts before you pull the trigger. Finally friday were going to be so tired by friday it is a ridiculously gigantic reporting day, worse than its ever been. You have american airlines, caterpillar, general electric, honeywell, Kimberly Clark and mcdonalds. I think americans are going to have a very good quarter, i hope it does matter because the airlines are cheap. Caterpillar could be a tough quart, given that the chinese economy seems to have hit bottom maybe people wont care. I dont blame anyone for taking profits ahead of the quarter. Weve been buying general electric. As this company has transformed itself from a finance company to a digital industrial although its not on Bernie Sanders buy list. Honeywell, honeywell is honeywell meaning it will be good. I would say good enough to move the stock up, saying its fallen a couple points from 114 where it is now. Kimberly clark got shelled last time when they reported and we brought on the ceo, listened to the case in favor and told you to buy it hand over fist. It worked. I wonder if the same thing could happen again certainly at a higher level. Finally theres mcdonalds. The ceo has done a masterful job fixing the place and it has resonated with the stock. I think theres a lot more room to run even though its up big because of technological innovation, im calling mcdonalds a buy. Oil is in control as we saw today, thats okay, as long as we know what we want to buy because we can use the declines to put money to work in situations that might not otherwise be down if it werent for crudes weakness. Thats your opportunity. I say seize it. Jeff in kansas. Jeff. Caller hey, how are you doing, jim . Im doing well. Caller union lever bcs selling 52 of their company and keeping 49 of the company because its such a cash cow in the margin business. I want to get your thoughts on that. I like uniony lever because the business is on fire particularly with the emerging markets. That was one of the best Conference Calls and its an easy stock to understand. I think people should understand that they are taking share worldwide. Randy in oklahoma. Randy. Caller boomy sooner booyah from duncan, oklahoma. How are you doing . Doing fine. How are about you . Caller were going to get some rain and its wonderful. Thats fabulous. Caller ive got two questions. Okay. Okay. Do you think the Oil Field Service companies have finally bottomed out and its going to be a long stretch until they come back, and whats going to happen to halliburton stock if we give baker 3. 5 billion . I think halliburton gets hammered if this deal doesnt close because that is a huge amount and the stock is run up. I do think that im going to just end the whole debate by telling you to go buy schlumberger, i think its going to be a terrific job when they report. Really like it, better than all these, doesnt have the rigmarole thats going on between those two. Lets go to dapesh in texas. Caller yes, dr. Cramer, thanks for taking my call. I was wondering when are you publishing your next boo k . Oh, geez, i dont know. That last one took so much of my time and my wife was furious about it. I have to do it measured. Whats up . Caller actually, my question is on valeant pharmaceuticals, i bought some calls when it was trading at 67 expiring january 2017, now its trading at 32. Do you think i should buy more calls and treat a spread and average them out . I dont know, kelly evans had bill miller on Bill Griffeth and kelly had bill miller on and he really likes valeant. That is a guy who is a terrific guy who has said buy valeant, my take is that its just a black box, i dont know how valeant is doing so i certainly cant recommend it even for calls. Ive got to see the financials before i can make the judgment there. Oil still has a grasp on this market, a grip, but any decline it causes gives you more opportunity. On mad money tonight just one of facebooks data centers occupies a 307,000 square foot lot, but how can you make money off of the growing number of status updates and instagram posts . Im taking a close look. Then its april 15 and you know what that means, tax day come et, tonight im delving into the titans of tax prep. And ever struggled to figure out a gift for a loved one . I may have found the answer that could make you some money. Just in time for my anniversary no less. I suggest that you stick with cramer. Announcer dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to mad money cnbc. Com or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. At mfs investment management, we believe in the power of active management. We actively manage with expertise and conviction. So you can invest with more certainty. Mfs. Thats the power of active management. You know us were always on the lookout for new themes, longterm changes that can give your portfolio terrific outperformance if you know where to invest to play it. One of these teams weve heard about is the proliferation of big data. The amount of Digital Information out there has been exploding year after year and the technology we use to store, retrieve and analyze that data gets better and better. Even though digital files take up a tiny amount of actual physical space, when youre talking about millions and millions of terabytes of data you need a big physical location to store all this data in a way thats easily accessible. Enter the data center. Thats where you put all this stuff and these data centers have been going crazy in recent years. Theyre not just about big data theyre also an essential component of Cloud Computing wave thats taken the world by storm. Where do you think the cloud lives . Its hosted in data centers all over the globe. What do you think makes the connectivity revolution possible in the internet of things . Believe me, it all goes through a data center at some point. So how do we play the rise of the data center . There are two Data Center Investment trusts he can which next and core sight realty which is a smaller up and coming. These are like any oether excep instead of owning housing or Office Buildings or commercial real estate you own and operate data centers. He can which next has 145 data centers its the world leading global interconnection platform. He can which next provides its customers with reliable data center and their expertise when it comes to secure the information and growing your business. Northeast data centers dont just store information they connect their customers and they are reliable, something thats super important in this business, this he know how to keep the lights on and power flowing because a Key Data Center could be disastrous for the clients. Core Center Realty is a smaller center. Theyre much smaller. Core site is all about helping their customers connect to the cloud. Think of them as the underdog focused on lucrative geograph s geographies. So how do these two different data center reads stack up when you look at the numbers . The he can which knicks the companys growth has held steady in the low double digits, however, early last year the growth seemed to be decelerated, 10 to 11 for the first threequarters of 2015. A lot of that had to do with the super freaking strong dollar taking a bite out of the companys substantial overseas business. When the Fourth Quarter came along they saw their revenue rebound back up to 14. 9 but that was also partly due to the acquisition of bid aisle another data center play. The Company Expects to make accessions to propel the Revenue Growth over 30 . It does mean that they are going for a pure growth play to more of a consolidation story. Some people dont like that. Now, the numbers at core site tell a totally different tail, core site has delivered accelerating Revenue Growth for the past two years with 13. 5 growth in 2015 to 22. 3 in 2015. These guys dont need to worry about the strong dollar because their data centers are all in the united states. Honestly those annual Revenue Growth figures dont do core site justice is n the fourth kwart of last year they urged so to 24. 9 . I like that. Meanwhile their gross margin what they make after subtracting the cost of goods sold has been stable at 69 in recent years including a 70 number in the Fourth Quarter. Thats very high not to mention higher than he can which knicks that has a 52. 6 growth margin in 2015. What about the action in their stocks . He can which knicks came public around the turn of the century and the stock has steadily moved higher with a few hiccups, the last five years in particular have been fabulous for these guys, stock up close to 300 over this period. In the last 12 months they have rallied nearly 40 , up more than 7 year to date, good company, good stock. Not too shabby. Core site has only been publicly traded since 2010 but its a similarly bullish trajectory up more than 350 from the ipo price of 14. 5 five and a half years ago. In the last 12 months they have vaulted over 40 . Just in 2016 the darn thing has already given you monster 25 gain thanks in part to the Strong Quarter the Company Reported in february. Core sight trades at 18 times next years earnings estimates which is not at all expensive when you consider the growth rate. It sells for a little less than 19 times next years number so they basically have the same valuati valuation. Cheap. All that said we need to remember that these two companies are Real Estate Investment trusts. The fact that the model makes sense in the business, they are essentially still renting out space to customers just more high tech and expensive site. Core he can which knicks converted into a equinix paid you a 2. 2 yield but that kwent paint the full picture. Since 2014 they have had a history of paying special dividends, a special dividend toward the end of the year. If you included last years along with the current dividend the yield would be closer to 4. 8 . The core site dividend is much more straightforward. Just from 2015 to 2016 they raised the dividend by 26 . Thats remarkable but in keeping with the core site tradition of big annual dividend boost. I do think core site has the edge here. The one thing that would make equinix more attractive is they have started rolling out these Small Data Centers and the 3. 6 billion purchase of telecity. The company is trying to build out its int business. At the end of the day i still prefer core site with the organic growth still going strong, especially since its trading at a slight discount to its larger competitors by having a larger yield. Bottom line, if youre looking for a way to play the rapidly growing Data Center Space which i know many of you are i like the fast growing domestic core site more than the larger more established competitor equinix. They have a cheaper stock and bigger dividend. Theres much more mad money ahead. Almost tax time with intuit and h r block battling out for your business i can tell you which could be worth owning here. Then a company thats trying to make investing more accessible and affordable for everyone. Plus your tweets. Tweet your questi question jimcramer madtweets. Haters need not apply. But stick with framer. Question madtweets. Haters need not apply. But stick with framer. Ramer. Cra. Today is april 15th and that means its tax day. At least technically even though this year the irs kindly gave us a threeday extension so i could throw a big Anniversary Party tonight. Maybe not. But so at a time when many of you are scrambling to fill out your tax returns i think its worth figuring out which is of the two titans of tax preparation, h r block or intuit are actually worth owning here. Intuit is the Company Buying tur