Have hung in there and on a day like today, the dow only dipped 23 points. The nasdaq advanced 1. 4 . They get sloppy. So i want to give you some lessons in sloppiness to help you maintain your stock market table manners. Apple which was written off at 93. At the same time some chalter made its way around the floor of the stock market, netflix. Now long term viewers know that i urged apple to buy netflix because the earnings stream want so good. I watch all 90 netflix shows on my apple pro. Make life so easy for us. Wouldnt it . As for time warner, terrific. They would fit the Revenue Service stream i adore. Im talking about hbo. But if you at home bought either netflix or time warner when the stocks were running this morning, off the unfounded takeover rumors, you need to get your head checked and call timeout. Go get an ice cream. I mean really. Youve now done the textbook definition of sloppiness. Next example, trading off the price of oil every day. Ive been saying over and over again. That when oil gets to 50 a balance, it will run out of steam. Thats because 50 is where many cash strapped companies can sell futures to bring in extra income in order to forestall the grim banking reaper. In other words, at 50, the supplies, the oil has been throttled back because too much moan was being lost drilling for it. Well start cutting back on the market. So because you thought they were safe as long as the price of crude went up. You will find yourself in the house of pain. Yet there are still many hedge stocks set up. You might be caught playing musical oil chairs. You can buy more of the stocks. If youre careless, do you know what will happen . Ill tell you. You will buy high and sell, sell, sell low. Third example, ive been telling you this is not a market where you can safely speculate on companies without earnings. Ive been saying it is way too dicey. That game ended a long time ago. The companies with stocks doing well, the faster growth but rock solid Balance Sheets. Not to mention good buybacks and nice size dividends. Sure, sales force. Com are appearing expensive and growing fast. If you look under the hood, you will see a gigantic am of cash flow. For weeks ive been saying that Ionis Pharmaceuticals doesnt have a chance in this department. Today darn thing plunged more than 39 . One of the keys decided to sell glaxosmithkline. There was a time when ionis stock was reasonable. I used to like and it talk about it. That was when the market liked speculative biotech companies. The same way sell sheets snapped it up after a strong Clinical Trial results a year ago. However, you have to respect the take that were in. And recognize that the risk has changed radically for those Speculative Companies with no earnings sfraems trade on the hopes of potential drug success. At the same time i see people writing off valuable franchises because they are not working right now. Today costco soared more than 5 after being endlessly downgraded and pummelled and denigrated. Ive been saying the numbers were weak. Because of the changeover. That will happen this quarter. Many held back from purchases in anticipation of the switch. Now, people scrambling to buy costco. You wouldnt have to scramble if you listen. Meanwhile, investors want home depot. That really is it. Thats the end of the despot. Because of a socalled bum month, come. On ridiculous. When it is on sale, you buy it, not sell it. I love going there. Let me point out that whole foods is sneaking up on people. Thats the road down. I think circling back to that data now makes a ton of sense. With fairway fading, grasping at straws by throwing its line in with competitor amazon. I didnt like it at all. A final bit of sloppiness im warning you about. People often forget. They forget that bulls make money. They forget that bears make money. And they dont seem to remember that hogs get slaughtered. Even as i repeat all the time. This morning i had you hadled with the Research Director for my travel trust. We debated the stock of biojen. One of our positions in the trust. We dont like it as much as we did when it was lower. When you have a run hike biojen stock has enjoyed, or a run like this entire market has had. Thats not the time to get on board. You heighten up on the stocks that youre not crazy about and you heighten up on what you like more. We took the sbroofts the lower risk stock of proctor and gamble. Yes. Tonight after the run, the markets this week. Look at your portfolio. So you two can ring the register. Part of your position. Not all of it. The two pillars of this very, very broad rally. But the bottom line is, that as much as you may like this market, you have to stay disciplined. Remember discipline trumps. Just hike in playing cards, let it all ride. After my late mom would say, after a good run at the ponies or the slots, lets take those winnings and by a sweater. Make mine casual. I switched to mastercard. A little bit better. Boy, they are good. Mastercard and visa are great companies. My travel card owns visa but i might as well own mastercard. Theyre super companies. Jeremy caller how are you . I am good. How are you . Caller real good. Chk. Improving Operational Performance and improved efficiency, couple with natural gas. On account of accelerated coal and gas. What do you think of a long term . Still too much debt. I cant recommend a stock in good conscience. It would be irresponsible of me. Joseph in new jersey. Yes. Go ahead. Youre up. Caller im retired. Im 81 years old. I have a limit amount of stock in at t and verizon. I would hike to know what to do. If you have a broader portfolio, okay, theyre too much like each other and youre not diversified enough. Right now i prefer verizon over at t but we could literally flip a coin right now. Thats how good both are. Repeat after me. Discipline trumps conviction. Do not get greedy or careless. Thats not the way we do things. When we turn to gold when popeye soared at the earnings report. Initially he didnt. Whats next . I got to see. Then what about dollar tree and Dollar General . Its been a long time. Tonight i have no choice but to break out my infamous the wall of shame. Make sure this isnt lurking in your portfolio. If it is, sell, sell, sell, sell, sell, sell announcer dont miss a second of mad money. Follow jim cramer. Have a question . Send him an email to madmoney that cnbc. Com. Miss something . Head to mad money. Cnbc. Com. Protection now comes with an incredible double your money ck guarantee. Always discreet is for bladder leaks and its drier than poise. Try it, love it or get double your money back. Always discreet. Billions are spent to confuse and, dare i say it, flummox the american public. Save 16 on Car Insurance. Switch now. Well at compare. Com, we say enoughs enough. So we constantly scrutinize millions of rates. Answering the question once and for all, who has the lowest. Just go to compare. Com and get up to 50 free quotes. Choose the lowest, and hit purchase. So you can get back to whatever it is you civilians do when youre not thinking about Car Insurance. Compare. Com a rough year in the casual restaurants. Take popeyes louisiana kitchen. The Fried Chicken location. Popeyes has given us some phenomenal long term gains. It has stumbled a bit from february. Last night the numbers came in a little weaker than expected. A 6 cents earnings, lower than expected earnings. Yet after initially plunging 5 in after hours trading, it started rallying. Why . I think it is because of the fiveyear guidance and committed to buying back a ton of stock. So lets talk with the ceo and get a better sense of the quarter. Welcome back to mad money. Great to sigh. I think the stock had a nice turn because you said, hey, listen. Maybe the quarter started. Okay. As the quarter went on, it got stronger and youre confident that the second half will be very strong. Yes, we are. We had a show start and a strong finish. Our big box promotion in april really brought it home for us and delivered a 1. 7 share point increase compared to our chicken competitors. While value is the theme right now, our team is ready. We expect a good year for bomb e, for popeyes. Youre very straightforward with everybody. You said the burger guys are still competition. You seem confident that while it will stay competitive, you have no problem even with the burger guys. We believe we offer a balance of top quality food, exciting new products and we periodically discount our core menu for our guests. When i gets a little more intense like this, we do it a little more often and stay in check with our competitors. You are spending a lot and youre spending a lot on technology. Youre making a lot of changes. These wont hurt the bottom line early but the payback within what . 18 months to t years . It is an exciting time. Particularly in the arena of technology. We announce that had were investments to plan out a bold future and how technology will drive our inaction with our guests, our Team Member Engagement and the way we run our restaurants. So this year is the year of planning and scoping that. So that we can bring to the street and to our franchisees a very bold plan on how well drive sales and profits with technology. When i look at your company, most of the companies i deal with in your space dont have any room to grow. Basically youre talking about same store sales. Theyre pretty much everywhere. Youve got both revenue groet and some comparable stores. Yet youre still only 1 billion in market cap. That confuses me. I think the growth path is being express asked people are starting to catch on. We have the domestic growth opportunity, the Top Line Sales opportunity. We mentioned moving our restaurant from 1. 4 million to 2 million. And then we have the world. The Global Expansion of this brand. So as you said, there are few brands that can claim the bright prospects popeyes has for the future. You did break down in your conference call, is that going to be a constant theme until youve rolled out the whole country . Heritage is doing much better. And the number, the headline number is masking the strength. The heritage markets that i referenced are in new orleans. They are strong wonderful high performing markets. Weve had some struggle in our new markets in indianapolis and charlotte but all told theyre only 71 of our 2,500 around the world. The story is in the exciting top line and bottom line growth for our 2,500 restaurants around the globe. And please explain when you do a promotion hike you did, the results are pretty staggering. Yes, they are. When you make the best food in qsr and you offer a great value, people come in droves, jim. Thats what happened with 5 big box. Right now it is a oneweek special called 5 favorites. Thats the opportunity for our guests to come more often and enjoy this incredible louisiana food. Have the buyback, people are saying, a lot of people say it will be 6 to 9 of the company. If the stock is in the 50s, is that where the 9 will play out . You know, we are so confident in our future. Weve guided to a share. We purchased of 80 to 120 million this year. And year to date weve bought back over 60 million worth of shares. So i think that story tell you that we see a Bright Future and are continuing to return cash to our shareholders to demonstrate that confidence. Weve had a couple restaurants come on. In confidence theyve said, the coasts have gotten very expensive to get employees. Not just the minimum wage but both california and the east. It does cost a great deal. Is that something you experienced . Absolutely. Labor costs are going up rapidly in the coast and city sxharkts there are only two levers. Leverage of pricing and leverage of becoming more productive in the restaurant meaning fewer labor hours for our team members. Ive said we have to be careful not moving on wages too quickly. For our guests we want fair prices. For our people we want fair opportunities. I think cautiousness and conservatism will keep our economy thriving. Is there technology that can be used, i hate to say this, but to supplant people right now . I think youre already seeing the Technology Advance very, very quickly. Through mobile payments and things do reduce the number of interactions between a guest and our team members. There is no question technology will play a role in keeping our restaurants profitability only mized. I know people say it is not healthy. I just had it again. It is a cheat day, the kardashians call it. They promote cheat day. We make delicious indulgent food. Were delighted that america and around the globe has found a great role for our food in their regular diet. And the kardashians have had a lot of fun with our product on their jets. And reminding all of america how delicious it is. I will tell you that i dont believe in a cheat day. When im cheating, i leave the skin on. When im not cheating i take it off. I have to sneak into that st. Charles one. It is a great one. The ceo of popeyes louisiana chicken. Stay with cramer. Announcer coming up its back. Time to add another name to the mad money wall of shame. Olay regenerist renews from within. Plumping surface cells for a dramatic transformation without the need for fillers. Your concert tee might show your age. Your skin never will. Olay regenerist, olay. Ageless. And try the microsculpting cream you love now with lightweight spf 30. Whats going on with consumer . Is she cheap and impoverished in i have a better question. Does it even matter . Costco, Dollar General, tjx and walmart. The American People just dont like to spend much on merchandise anymore. And when they do shop, they want to spend less than they used to. When you combine the strength of the discount chains, you can understand very clearly what is happening in this country. Let me set the stage. Over the last few years weve seen a dramatic increase in the. A income the average family needs to shell out for intractable costs. Namely rental and health care. Which has been getting more expensive handle the a Straight Line for decades. And the Affordable Care act has made it worse for many. Im not being political. This is just empirical. Rents have gone higher. Ever since the Great Recession, credit is too hard for people to come by to buy a house and thats how Housing Starts can be at the same level as when the nation had half as many people as we do now. So one parent stays home and they rental. Everyone knows the cost renting has gone sky high. It has become mo affordable to buy a home. At the same time, Health Care Costs for the average work he have escalated dramatically. As the Health Care Changes have been a bust. And the hmos have raised the premium. So the average household is spending a lot more income on rental and Health Care Premiums which kansas he will. Automation and general this surfeit of labor. In this environment, many individuals rely, they resort to the bargains. They resort to the bargain thats are dollar tree and Dollar General. It is true the prices lower. Some of is it because theyre selling private label merchandise. Mostly it is because you have something left in your wallet if you go there. I wish the wall street snobs would visit these stores as frequently as do i so they would understand how much better than they used to be. They might have caught the 4. 61 gain in Dollar General and the 12. 77 in dollar tree after they reported if they had just gone to them. I have three good once. One in south philly, one in the hamptons. Costco, wealthier people got more frugal because of the Great Recession and they realize costco is a total bargain. This is the quarter that costco switches its credit card provider. And many have held off so they can get more points on their visa backed costco cards. When the news broke in the middle of the night, bad quarter. Last bad quarter. How about tjx . Heres a company that benefits from all the problems. Low prices from Department Stores that havent been able to sell the goods. And then they mark them up and make a fortune. Walmart, lower prices, put technology on work, playing it easier to buy online and if you want to buy perishable food. You cant just buy from amazon and have it sitting on your door. So these plays are the new winner. The stock market is chasing these wins. The bottom line is, these value oriented retailers represent the only real bargains on wall street. Just as they represent them on main street. What do you think about groupon . Do you think it has a potential to take over target . I dont know. It is too disorganized for anyone to take it over. I cant recommend a stock on a takeover basis if i dont like it on the fundamentals. That one i will call challenged. Hey, this is jamie from los angeles, california. Sears Holding Corporation since 2007. Just want to know if it is a bull, bear or dog . All right. Bruce, who is the technician on real money said this thing can bounce. I have to tell you, they added 14 million. Lets put hit the way. This is a shrinking company. And i dont recommend sfoks have no growth with not great Balance Sheets and sears is the epitome of a company with no growth whatsoever. Just shrinking. The retail trends are impacting wall street. Much more mamad money ahead. Who is the absolute costing wealth destroys . It is a special force. Stay tuned. You may, you try to perfect. Can your strategy stand up to mine . Well do a special edition of the lightning round. Stick with cramer. We built our factories here because of a huge natural resource. Not the land. The water. Or power sources. Its the people. American workers. They build worldclass products. And that builds communities. And a better future. For all of us. Because making something in america means so much, to so many. Weathertech. Proudly made in america. p. That, you haveit, wait yoto rinse it first like. Bakedon . Its never gonna work. Alfredo. Dish issues . Cascade platinum. Powers. Through. Your toughest stuckon food. So let your dishwasher be the dishwasher. E . Told you it would work. Cascade. Its no secret that everybody in the corporate worl