Go down. Thats what happened today with the dow sinking 139 points. S p backsliding. Nasdaq declining. Didnt matter what the companies had to say because the averages didnt comply with any bullishness. They wanted to go lower. You know, when you hear things like that and youre not in the business, not used to buying and selling stocks as progressifesst must seem curious, a pathetic alibi. After all, who is the market . Is and how does it want to go down . Wheres the commandment that y says stocks have to go lower . Who decides that today, people who own stocks are by and large going to lose money and why of all things does the market not want to go higher . Didnt the ceo of the biggest bank say things are fabulous . Didnt wells fargo after all of that scandal still show some growth . A sign that perhaps perhaps is putting the rough patch behind . Didnt citigroup have its best quarter in years . Wasnt pnc better . Clean triumphs on every line item. The word perfect comes to mind. Yes, these are all true. We started off earnings season with genuine beats so to speak, where loan growth was good. The money made on deposits, the bad loans are down big and commentary, universally president obaositive. The bankses are doing well. No question. In fact, these were remarkable quarters and thats before we get the additional rate hikes that are so good for the industry and before theyre alloweded to buy stock more aggressively, before owners expensive religigulations get rd back by the trump administration, so whats the deal . How could they end up being bank trees falling in stock market woods with no one there to hear them . How could anyone lose money . Let me explain. First, there were indeed people who thought these quarters werent that good and initially, all the pnc saw their stocks weaken, but as the companies talked on their calls, the stock started climbing. Even wells fargo, which admitted it has a lot of work to do. But then the penndot announced it dropped the larger nonnuclear bomb in history in afghanistan and the market hit a header. It was the first time the massive ordnance bomb blast or slang, mother of all bombs, has been used in combat. I think it was because nobody was thinking about the afghanistan conflict. Now, the u. S. Is dropping mother of all bombs in isis headquar r headquarters. Do we know something was about to an happen . Had to take immediate action . Is this a sudden es calation . The is it the beginning of an air campaign . Didnt matter what jamie dimon, the ceos of jpmorgan, citi, wells and pnc had to say because the mother of all bombs took out their stocks. And collateral damage. Now, the moab drop in itself shouldnt have mattered. In other days, it wouldnt. After all, bev been dropping bombs for 15 years. So what if its a bigger bomb. But theres a larger problem. Were in a rare no mans land so that makes it a bomb being dropped in a remote corner of afghanistan matters since it comes amid major tensions with syria, north korea. So many people are taking their cue tr action, how the stock acts and from its closing price. I guess jpmorgan had a bad quarter. This was a class, how im always telling you to wait for some exogenous weakness to buy great stocks at lower levels than you deserve. We told members of the club where we rate the stocks in my Charitable Trust and we were bumping citi from a one to two. Stock is too cheap. Management buy back up to 9 of the share cap. Didnt matter though. Wasting my breath, my fingers. Didnt matter not for moab. Didnt matter because of the broader context. Now, one day it will matter. There are so many other things going wrong. We know for example that every day, this market acts like a referendum on trump. Right now, investors are confused about trump. A man who ran on the idea that america comes first, that china hurt our country with its currency manipulation, that Interest Rates may be too low. That nato is no longer relevant. Reputeuated every pirinciple ina single 24 hour news cycle. You may like the change. In fact, taken individually, each one of these was music to wall streets ears. Trump seems to have tossed his populous streak out the window with the only stop being the dollar was too strong. Something to help investors. Heres the problem. Even as hes tilting more towards wall street, something that should have caused buyers to rejoice, instead, it just confuse d the heck of everybody. While at the same time, escal e escalating the war in afghanistan, what else can he do . What else . Investor, did that do a little predictability. We know trump is anything but predictable. Which was fine when he was running. Hes a little tough when trying to get something with the congress. Theres a right wing pop list extremist. Shes a genuine. Might not make it to the next election. Give him the pen and open when the two top candidates face off ain the inevitable run off. Again, i hear you. Brexit didnt matter. Okay. Why should we care about france . I mean, what does that have to do with the price ratio at jpmorgan . Take it as a piece of the puzzle, i got to take some stock off the table. Its getting too crazy. Especially ahead of the three day weekend. Right now, theres a sense that wait, if three out of four of the banks that reported put up great numbers in the fourth, wells fargo, its horrible as it was, wasnt this. How much will low stocks come down. If it didnt good enough, im going to have to do some downgrading. Thats their mind set. Next thing we know, we got a true recipe for decline. Coupled with an uncertain afghanistan, uncertainty. And uncertainty is a reason to sell. Heres the bottom line. When it doesnt matter how good the earnings are because theres so much other noise drowning them out, you got to give the powdered dry. The stocks come down until the set up improves. How will you know when you get a better set up . Simple. When stocks go up, not down on good news, dont laugh. Thats called a bottom. Were not there yet. To margot in california. Oh, hey, jim, thank you so much for taking my call. Of course. So, las airlines prices around 88 or so after merged with virgin last december. And we seem to have everything going for them. You know, two great airlines that have expanding havent assaulted anyone on a plane. Should i sell or hold my position. Do we have the clip of what happened on the plane . Because i havent seen it. They tell me. Its a great question because i got to tell you, alaska air is my second favorite after southwest air. Weve been telling people for action theres club that they should by southwest air. Heres the problem. Alaska air is a stock thats up a great deal and its not up this year. Its down 2. 7. You offered me im more inclined, its 10. 9, im inclined to buy, so my take is wholesale no, buy a few points down from here. The its too good a situation. To richard in new york. Richard. Hello, mr. Cramer. This is richard from rochester, new york, the land of consolation brands. Yes, indeed. Absolutely. Used to sell there when i was at goldman sachs. Love that town. Whats up. Im a long time jeweler and i say that a day without cramer is like a day without sunshine. Wow. You should talk to my wife. That would play into the dialogue right now. I started custodial account for my grandson, lewis, four years ago when he was 10 years old. He picked three age appropriate stocks. Dizmy, dollar tree and World Wrestling entertainment. Hes up 30 on his investments and hes a real cramerite. My question today is my son asked me my thoughts on auto desk. Adsk, so i said lets see what mr. Cramer thinks. First, thank you for the incredible kind words. Youre terrific and your son is, too. I really like auto desk. The three he has, id build the positions bigger. I think auto desk sensational, but he knows the product and i love that. So when they know the product and the stock goes down, theyre not going to get cold feet, theyre going to want to buy. And i say booyah, lewis thank you for that great call. Rochester really rocks. Lets go up there one day. Richie, talking to regina, shes wearing this cool thing shes got. Any way. There you go. Shy. Little holiday action over there. Listen b up, i want you focused on the set up. See, the set up with goods in it today. Right now, you cant hear the positive stories on the street because theres a lot of noise drowning them out. Its line tennitis, which i have. On mad money tonight, wall street is obsessing over the rumor of a megadeal between should you take the bait . Not even menging it because its wrong. Everyone loves a bargain, but does that mean you should be reaching for a retailer called five below . Thats not a recreational equipment. Thats like 5. Ill tell you if the Company Continues its move and its one of the fastest Growth Stocks of the market and might not be on your radar. Im going to reveal it tonight. I suggest you stay with cramer. Dont miss a sec of mad money. Follow on twitter. Have a question . Tweet cramer. Send jim an email, or give us a call at 1800743cnbc. Miss something . Head to mad money. Com. Think again. This is the new new york. We are building new airports all across the state. New roads and bridges. New mass transit. New business friendly environment. New lower taxes. And new University Partnerships to grow the businesses of tomorrow today. Learn more at esd. Ny. Gov on a perfect car, then smash it into a tree. Your Insurance Company raises your rates. Maybe you shouldve done more research on them. For drivers with accident forgiveness, Liberty Mutual wont raise your rates due to your first accident. Switch and you could save 509 on auto insurance. Call for a free quote today. Liberty stands with you™. Liberty mutual insurance. So yourhow nice. A party . Ill be right there. And the butchery begins. What am i gonna wear . This party is super fancy. Lets go. Im ready. Are you my uber . [ horn honks ] hold on. Dont wait for watchathon week to return. [ doorbell rings ] whos that . Show me netflix. Sign up for netflix on x1 today and keep watching all year long. Got it. In a market oh. In a market where so much of rehab devastated the its clear most stores cant compete with web based competition. I think it pays to take a look at retail names that are actually working. Take five below, purveyor of toy, candy, electronics. You know, all the beauty products. Whoppers and all sorts of other junk. Where everything costs less. Five bucks or less. Its like a dollar store, only five times more expensive. Its been on a roller coaster since it became public in 2012. Trading up to 50 buck, starting the process over again. Most recently, the stock bottomeded at 35 last november. Since then, 5 below has been a major company. Its now up 14 year to date. Including a 10 gain. While other retailers have been flailing, 5 below and almost total bricks and mortar operation are on fire. What sets this apart from the past . It could have more upside here. You need to offer consumers a Better Bargain that what they can find online. It make people want to go shopping. Who wouldnt want to do this in the store . Its harder and harder to get consumers off the couch. Plus, at least one demographic still seems happy to chop. Children. Like me. Weve seen it with childrens place. Foot locker and i think its really helping, too, as kids are some of their core customers. Basically, five below gives people a really cheap way to ensure their kids are in a good mood. If youve got an angry 4yearold, cant just buy them off using amazon vm day delivery isnt fast enough. You need to go to the store if you dont want the kid to make your life miserable for the next 24 hours. That the whole theme of why he wants slime. Right . Its not going to be, and what is the purpose of this other than to make it so that your 4yearold stops bothering you . Rig right . Its a lot better than declines from other retailers. Its well behind the con more importantly though is the fact that 5 a below remains a regional to National Growth store. While other retailers are Closing Locations left and right in order to save money, five below continues to expand in order to make money and remember, that wall street loves growth and endorses company and a flight plan. Most of the locations are in the northeast, although theyre going to expand to the rest of the country. Particularly texas. At the beginning of this year, five below has 522 stores. Theyve steadily added 20 to 30 locations per quarter. Wall street loves that. So even with same store sales better than barely flat, they can still generate tremendous Revenue Growth. Up 19 last quarter. Thats an acceleration from 18 in the previous quarter, but represents a slowdown from 25 and 5i 12i number frs the first half of last year, however, 19 Revenue Growth is insanely good if youre a retailer in this environment. Five belows management is targeting 20 Revenue Growth in 2020. Thats the plan. Propelled by new store openings and so far, theyre on track. In short, this is actually a Pretty Simple story. The question is, can five below keep opening lot of relatively successful new stores in order to keep growing . Lets look at last years trajectory. In the First Quarter of 2016, five below opened 21 new elections in two major markets. South florida and louisiana. Were they any good . Guess what. Five made the companys all time top ten list for spring store grand openings. At the same time on the First Quarter comp scores, a thing of beauty. Imagine how the companys scale is gifing them the Bargaining Power to negotiate to get incredible things like slime and often, their landlords, they love them. Some viable fresh chain among the often more mix. Plus, five below talked about how u customers really liked the merchandise. The candy, style and room categories. People were close openbservers w i love smarties and this is the most ever put together in one place. How about the Second Quarter . This time, we got an acceleration in new store growth. The company added 33 new locations. Wisconsin, oklahoma and Rio Grande Valley in texas. They got off to a great start. Already doubled the store count. Five below watcheded its own e Commerce PlatformSecond Quarter, hey, they dont believe the web will be meaningful in the business. Let me tell you why that is very important. Who opened the sour patch . Weve seen so many change role out online offerings and thats bad cannibalization. Because people really dont make impulse puchls us web. Do you think that you went into this place in order to get noise putty . Did you go in here to get the whoppers . Probably just came in to get the peeps. Five below doesnt want to use the donner party cook book for growth. Theyre all about getting people. Especially families with kids in the actual stores, where parents can be nagged or bullied or mostly manipulated into buying lot of toys and candy that seem impossibly cheap. Thats really the main hook. It doesnt seem possible the stuff sells for that little. Theres no way this stuff, this thing, how much u, how much does it really cost to make a snagit . Well, seems like to me. Now, the Third Quarter did not go down well. Thats when the company had the negative same store sales number. Still, that he said this was expe expected. Had anniversaried some same store sales. Froms they actually mentioned the election. Still, five below opened 26 new stores. Inb colluding seven in texas, which dallas has many locations as the home state of pennsylvania where they can still put stuff up. Theyre from philly. Despite theyre not so hot numbers, management indicates they were having a lot of success and remained ek treemly bullish. Even better, theyre moving to california. A major push into Southern California first half. As weve seen with retailers and restaurant, when f a company taps a california market, its stock tends to go hard because california represents one fifth of the country and theyre not there yet. When they reported again three weeks ago, the stock exploded higher. 10 . Amazing. But you know, kind of good, but not amazing. However, five below told a great story at a time when so many other retailers. Macys is closing 100 stores. Five below plans to open 100 stores in 2017 alone. Companies practically salivating. Eight days from now, five below will be offpening its first nin stores on the west coast. All around los angeles. They know what their cust mes want. Theyve got a great Digital Media platform. Lots of youtube videos. I think theyll have no trouble hitting 20 Revenue Growth for the First Quarter. I think youll want to get into this stock before those California Stores open. Okay, not cheap. Dollar tree, Dollar General is 14, dollar tree the 15. I think five below is a lot less expensi expensive. This company has turbo charged revenue. Its regional, National Expansion story. Its still very much in its early innings. Right now, fewer than 550 stores. Management, more than 20,0,000. I bet that number proves too low because this is the only 5 store. How many 5 stores codo you know . When it comes to brick and mortal retailing, children are the future. Theyre too impatient to buy things online and cant stop themselves from making important impulse purpochases. Five below understands that, which is how the small time philadelphia chain is quickly becoming a national brand. Even at its big move last month, i bet five below has more room to run. Its still new to wall street and thats when you have to take a swing. Once everyone knows about five below, the story will be over. But we might be years away before that happens. Peter in new york, peter. Hey, jim. Long time fan. Second time caller. Booyah. Booyah, my friend. Sorry. You spoke recently about ralph lauren. Last week, they announced more cuts and store closings. The stock recovered a bit, but still trading way down. What do you think . I dont like it. Apparel is just too hard. I think they did all the right things, but that doesnt necessarily produce enough stock. And thats the problem. All the right things may not be enough at this moment for ralph lauren. Can you keep a secret . Five below. This retailer understands the new generation of shopper. Thats why despite