A concrete company says business is booming, two Home Builders rave about business. Broad Line Department stores just dont see it. Today the bulls clearly won the day. Dow gained 140 points, s p climbing 8 . Still recovering from that last day that was ugly. But theres no denying that this is a tough environment to navigate. Throw in the white houses seeming inability to get back on track after this 24hour leakathon, and you cant be sure where you stand in this market. Thats why going up to the feds june immediating, were going to have to hang on all the words of the fed. Case in point, monday when noted dove neil cash carry expre expressed epawill they cance each other out . Who knows, all i can say for sure is their utterance will dominate action this week. Bulls, remember you want the hawks to win out because we need the fed to bless the economy. The only Quarterly Report we get on monday, ajbilent, a, that compa if they disappoint, corporate buyers are out there. One of the one rumored to be acquiring companies, xilinx. I like to diversify all things business. Some will be unhappy with xilinx no matter what. I say stop worrying, be happy, the fundamentals will rule out. We have been liking the Home Builders. After the remarkable run we predicted in k. B. Homes, but maybe its time to leave that horse and go back to an old fave, toll brothers. Theyre always very thorough and very transparent. In the last two years, toll cut its market cap. They were not a serial buyer stock before this. I dont think anybody realizes how powerful they are in the urban business. My wife and i kicked the tires in one of their apartments water front. What else . I have the video game thesis shocker, and so does earn else. Thats why Take Two Interactive is doing well. There are so many grains for xilinx company. One of the stories here is the weakness in auto parts. They keep hitting these guys down, the retailers, autozone has been in the blast zone. Maybe you can turn around the group. We got to see whats happened with autozones accelerated buy back, they is should be buying back every share. Theres a Company Called red robin gourmet. Im curious about a broader turn in dining out, versus the stay at home economy that were always raving about. Now its been up for all the burger chains, mcdonalds, wendys, burger king. Wednesday were going to play our new favorite became around here which is is retail strong or weak . When we get numbers from lowes, big box hard ware, tiffanys, diamonds are your best friend. I expect all three of these companies to report strong numbers, lows because home depot reported a fantastic number. Tiffanys because theyre known as a head wind and their sales have been robust as of late. And europe is going to save pbhs numbers. Youre not going to get good numbers from the domestic. Thursday the changesimost chall day of next week, in the morning, best buy reports and that tells us how its doing, and i wonder if the switch was a major reason buying targets huge turn in its electronics statement when they reported yesterday. Best buy has not been able to beat back amazon when they reported wednesday. Out also has become the last man standing in the group. And i bet its Gross Margins are improving. And you know burlington stores, burl, the hottest of the discounters, its down a point. And if it goes down wednesday because the New York Times and Washington Post said there were 438,000 leaks, then you got a chance to bier lower. After the close, we heard two nonamazonable companies reporting, we got costco, because of its hard membership fees. These two stocks rally in an tis pace of it working out. Nothings good enough for the market, even with these two marvelous retailers. Remember, jcpenney called out its cosmetics as its strongest suit costco just gave a special dividend. I dont think they would do that if business werent good. And another one were going to be watching on thursday is medtronic. Just like boston scientific, or cramer fave mazor, have you seen that stock . Isnt is that unbelievable . I like this stock ahead of the quarter. The best retailers are the ones that offer you big bargains, i dont like big lots, but what does that mean . I know the analysts like it and if they report good numbers, the stocks going to jump. Heres the bottom line, we still have some earnings next week, mostly ones that answer the guessing game is how strong the consumer is, but were going to be back on hanging on every utterance of the fed. So well have to collar or thinking with how the trump economic agenda is doing, and see if its referenced as something thats gone mia because of political turmoil, which means the fed might not meet in june. Lets go to timothy in tennessee. Timothy . Caller hi, cramer, my daughter has saved up some money and she would like to ask you a question. My stock went up 30 , will it go up, should i buy the stock . Mcdonalds . Caller yes, mcdonalds at 148 . Steve easterbrook . I think that mcdonalds as cramer would say, thats a real good idea at 148, where were you at 93. But i would say you buy some and then you let it come in and lets have an egg mcmuffin tomorrow, 233 calories s there anything better . Lets go to anne marie in new york. Caller i love the vector group dividends, but their earnings are not so hot. Is my dividends stock safe . It has some other things going for it. I think youre in good shape for that one. I do like outshare more. I dont like my kids smoking. Lets go to charlie in north carolina, charlie . Charlie . Charlie, its cramer. Caller hi, jim. Charlie in north carolina. Love it. Caller how are you doing today . This is one of the best days in history, frankly. I was stuck on fdr for two hours, trying to get to the George Washington bridge, is there anything more satisfying than that . Caller i want to get your opinion on a company ive been following, you may know it as coach. Think guy who runs coach, he wont come on the show, this guy has so much game, when i go shopping, my wife makes me go there now, we were able to avoid coach for years, but not anymore, because of all the stuff they got in there. Coach is good. And i think the acquisition was good and i want you to buy that stock, okay . Did people really think i would like that traffic thing . Because that would be, that would put me in a different class by himself. Its time our collar or thinking, were back to hanging on every word of fed, you already know tech stocks nvidia have been flying lower. I found one recent spinoff that marry fit the bill. And day three after the market had a selloff, i gave you the game plan. I hope you understand the importance of what was moving underneath. And a double shot of cnbc d disrupt disruptors, from the Company Offering 10 billion check ins on your phone. Stay with cramer. Look closely. Hidden in every swing, every chip, and every putt, is data that can make the difference between winning and losing. The microsoft cloud helps the pga tour turn countless points of data into insights that transform their business and will enhance the game for players and fans. The microsoft cloud turns information into insight. I need the phone thats where i happen to be. To be the one that rings. I need not to be missed phone calls. To not be missed. I need seamless handoff. Canyon software. From reception, to landline, to mobile. I need one number. Not two. Im always moving forward. Because i cant afford to get stuck in the past. Comcast business. Built for business. Lately the whole Semiconductor Market has been as quell as the Semiconductor Capital equipment place, like land research. They tend theres one name here that i think has been completely overlooked. Versum materials, the symbol is vsm, its a company that provides many of the materials needed to make chips, especially chemicals, gases, and related delivery systems. Versum has slipped under the radar, theyre the product of a breakup. Last year we were told that it was a spinoff as versum, this is the kind of split that we adore here on mad money. Breakups can make you fortunes they hafortunes theyre done right. I think that thats exactly the situation with versum. The stock has already run up 30 since the breakup, but i dont think its done, i thinks more upside. Why . Because the split up is like some of the many split ups we have been chronicling for you, ebay announced it was spinning off paypal. Sin since then if you owned it, wow, 58 . And i still like the stock of paypal, i would buy it right here. Nearly two years ago Johnson Controls told us it was spinning off its automotive speeding business, since then, youre up to an astounding 40 . Look at young brands, which announced it was breaking its faster growing Chinese Division into a separate company in late 2015, and i endorse that, since then youre up 58 if you own yum and yum china. Or morse, the commodity Chemical Company that spin off a few years ago. Even dupont stock is live on the market. Back in september of 2015, its all Parent Company air products noujd a spinoff. Air products mainly makes prox city gases, that are used in metals and electronics. The division that came versum had a slilgly different focus, it was all about making materials for this semiconductor face. The process of actually making these chips is incredibly complicated, requiring lots of chemicals and gases and machine machinery, not just sand. Versum is heavily involved in the Semiconductor Manufacturing product. The business but never much of a needle mover, thus the spinoff. It just could not get the attention. Versum had two main signals, the company gets 78 of its sales from the materials business, where they provide chemicals and Specialty Gases that are used to make flat panel displays, how hot are they . The 22 of versums business comes from delivery systems, this is whats needed to transport and store their materials and then introduce them into the manufacturing process. It sounds like these guys are making something straight forward like silicon wafers, they maker proprietary materials that are gdesigned to make companies for efficient. The new company owns 159 patentses, plus they have a terrific reach and development. Thanks to their innovation and expertise, they have strong relationships with major players, like intel. Meanwhile versum is in an excellent position, first of all we know the Semiconductor Business has become hotter. Thats the supply and demand days we use so many things for chips but demand is a lot more stable than it used to be. Second chips are designed differently too. In the old days semiconductors were flat. Now theyre switching to more complicated 3d structures. That requires more etching in the manufacturing process, meaning more gases. The companys got terrific numbers, over the past four years, versum has dramatically improved their steals. In 2013, the companys gross margin came in at 26. 7 , last year it came in at nearly 44 . Improving its product mix and shifting production to regions in asia with cheaper wages and fewer environmental regulations. Versum plays in a highly competitive market. But there are a lot of smaller competitors disbursed around the world. Versum is in a position to roll them all up by making acquisitions, air products didnt want to bother to do that. But theyre going to buy a lot of them. Theyre going to make a Major Company out of them . The stocks all right up about 8 bucks, climbing to 22 and change as of today. Most of that gain came on the third day of trading, business is so good, from all the semis that we cover for you. Every single time its beaten both the top and bottom line. Look at the latest results, three weeks ago, versum is up 16 year over year, they talked got how both segments are seeing higher volumes, as memory and launching chips continue to accelerate. The stock got dinged a little bit. And its currently trading at slightly below what it was when it reported. Buy, bye, buy. At the moment this stock is a steal. Its trading at 16 times next years earnings. Everybody else in that industry sells between 20 and 30 times earnings, but this one doesnt have any sponsorship other than mad money. Given the impressive record of recent runs in both chipmakers and the semiconductor stocks, i think this little old versum has got a lot more room to run. And the first of two cnbc disruptors, four square has gone from a single app to 94 million playerses around the world. Find out how semiconductors are making your refrigerator sleet. Obsolete. Stick with cramer. Your muscles look good, but we should be seeing more range of motion. Im fine. Okay, well lets see you get up from the couch. Im sorry, what . Grandpa come. At cognizant, were uniting doctors, insurers and patients on a collaborative care platform, making it easier to do whats best for everyones health, every step of the way. You may need more physical therapy. Ugh. Am i covered for that . Yep. Look. Grandpa catch grandpa duck woah ha there you go grandpa. Keep doing that. Get ready, because were helping leading Companies Lead with digital. Day three, post selloff and the buyersbuy, buy, buy. Theyre everywhere. Interest rates drift up, maybe giving hope that a rate hike is coming. Anything related not just to agriculture, but to Construction Equipment soared. The oils came alive with pleasure over opecs short selling, bad mouthing and natural gas garnered fans thanks to the heat. Meanwhile one of the hardest hit oils have been Health Care Provider providers. And how about that delicious breakout in starbucks . As we grow ever more confident the mobile ordering problem is solved and the selloff seems over, maybe the domestic sales are turning up after a couple of really bad quarters. We have the wind at our backs, given the demand for Capital Equipment is very strong. Thanks to all kinds of chips, dram, Artificial Intelligence and leds. From apple cell phones to, yes, nvidia, the most under valued stock you have ever heard of. Their computer aided designs of earning from skyscrapers to race cars to movies. No wonder it rocked up on todays quarter. Put it all together and you can see we have the classic threeday rally after a vicious selloff. The stocks in the last hour of day one, day one of the selloff, last hour, soft good news rallied because there are bond markets equivalents. The fast growers levitate on die two, thats the pattern. And then on day three, pretty much everything rallies with the industrials in the lead. I remember all these people who spoke this week that the down third day you got to whamma, you got to jamma, they wont be called out, dont worry about it, theyll be fine. Theyre probably having some gin now and im working. Is it safe to own stocks instead of using these moments to trim back, unlike the panicers who dumped wholesale late tuesday into wednesday morning. Now that we have a bullish tape, as opposed to the panic, maybe i would ring the register. But for my travel stock, i was only able to buy a little stock. As far as im concerned it may be too risky to be a buyer or seller. Plus it sure doesnt hurt that this market has stopped doing the whole Russian Investigation as a negative. Thats probably why we didnt plummet when the Washington Post reported late this afternoon that a Current White House official was under scrutiny related to the russian probe. I got Russian Dolls that look like the philadelphia eagles. At this point, the bulls have figured out, that even if this things really blows up, well end up with a pence presidency, which could be even better for the stock market where trumps pro business seems stalled. But the idea that this could be a winwin proposition for stocks may miss the bares. If you missed the buying opportunity the last few days it may be the time for selling. Caller ive been watching mad money since i was 9 and i want your opinion on disney, dis. Disney isnt going anywhere, one day theyll lose subscribers to espn and it wont hurt the stock and then in the interim, you just own it. You dont have to make a big audit like its great. But its not going to start running until what i described happens. Were going to mike in texas. Caller thanks, cramer, thanks for taking my call. My stock in question today is box, i purchased shares of box after its ipo in january of 2015, for around 18 and change. I think castle is finally really good. I was proud of him that he delivered that number, i still think that ibm should buy them. The question is no longer is the rally real . Can we find them . Do you know where they live . Do you have like a google map . Anyway, were facing a tough choice, i think its too risky to be a buyer after the move, but hold off on the selling. Foursquare, has powered more than 10 billion check ins worldwide. And cooling tech has moved from the refrigerator to the server and beyond. And hang on, were going into the weekend strong, with a fast fire lightning round and week that was. I suggest rather than going out and having that drink stay with cramer. Were drowning in information. Where, in all of this, is the stuff that matters . The stakes are so high, your finances, your future. How do you solve this . You dont. You partner with a firm that advises governments and the fortune 500, and, can deliver insight person to person, on what matters to you. Morgan stanley. Im dr. Kelsey mcneely and some day you might be calling me an energy farmer. Energy lives here. You dont have to travel far to check in somewhere amazing. But years after it hit your screens, this company is more than just an app. Checking in at number 46 on the cnbc disruptor 50 is foursquare. What do you do when your once red hot idea is not working well . That was what the executives at foursquare asked themselves a couple of years ago. You probably know foursquare as the app that started recommending where you want to go. This privately held company had a real smart idea. They could leverage their big data to turn around the business, while foursquare users were checking in around the world, they were rapidly putting together a treasure trove of data that has helped the company to make a map of a ne