Three but four gifts for the bulls with this mornings very weak nonfarm Payroll Employment number. Its a reminder of how fickle and split the stock market really is. The dow climbed 166 points. S p 500 gained. Nasdaq falling 1. 69 . That was easy. Something that makes the uninformed feel like the market is truly a heartless beast. How else can you interpret this rally on the backs of the unemployed. As congress said, we didnt create nearly as many jobs as we hoped. How could investors be cheered by this figure . First, were always glad whenever we put a huge number like this behind us. Something you know where buyer happy that its behind us giving us certainty for a bid. Some investors now think that the economy is weak enough that you have to wander back to the classic growth stocks. Namely Companies Like price line, netflix, three of our favorites. All which soared today because they can keep growing in a slowing economy. E gift three, when the economy is this weak, many investors pile it to the bond market. Theyre worried that numbers will be weaker than expected and they want safety. As well as the higher limited master yielding partnerships more valuable. And there was a rush to grab many of those. Of course, lower Interest Rates means lower mortgage rates. So the housing stocks got a nice boost, too. Many investors are willing to dismiss weakness entirely and view employment number as average. I write one bad unemployment number can be dismissed but when we have two in a row, then we have to worry about stocks. There are plenty of people who dont think the economy is following. Retail sails are disstorted by the sheer inability of the country to handle so much dislocation. So buyers also reach for the siply call stocks with gusta, same time as they reach for the weaker stocks. Oil over 100. They went for those two. So lets see what we have for a game plan next week. Two stocks swimming in the tide of the seven big themes i outline carefully. The desire for americans the to stay healthy by eating organic and natural foods. Pioneer Natural Resources said its on the second Biggest Oil Field in the world. In the permian basin, texas. Maybe we get more documentation that will send that stock flying, particularly with oil over 100. Tuesday begins one of the most important conferences of the year called the Goldman Sachs tech conference. I spoke there. And historically, this conference has marked the seasonal peak in tech stocks. However, with the internet taking center stage, you dont get that kind of seasonal pattern anymore. Instead, you get a lift in the whole group. I want you to look out as adobe, google, and qualcomm will be starting their stuff. Keep an eye for the presentation on wednesday. I think another big move is coming. Who knows, maybe we get new insight to the new ceo. We also get more information on cvs caremark, more on that decision to kick tobacco out of the stores. As well as we hear from trip adviser which rallied seven points. While i adore trip adviser, i dont know if it can maintain this altitude after that spectacular run. Wednesday, im calling it disappointment day. We can expect to be disappointed by deere. Why do i say that . Remember the downbeat performance earlier this week . We really have to question the notion that this time could be different. We can anticipate negative chatter that has let us down time and time again. And we need to be prepared for less than robust figures from snack food giant mondelez. If any of these say anything good, you can expect a sharp move higher. Thats how beat down the expectations have become for these three going into the quarter. When on the other side of the equation where the expectations started getting better, whole foods. Investors are betting that the disappointing last quarter was an aberration and that things will snap back nicely after the company lowered the bar with the previous quarter. All i know is the organic and natural super market chain i told you to avoid, fairway got crushed today. Youve got to go with best of breed Companies Like whole foods. Thursday, we get to hear from a company that a lot of you are asking on twitter, and thats pepsico. One thing to keep in mind here is this stock has really fallen and fallen hard of late. And i think that stinks of opportunity. I bet the company has enough good things to come, we can see up from these levels. Im a tad bit worried about another one ive been recommending, at the same time. The organic and natural play whitewave foods. Its been a gigantic win for us. Weve noticed a huge spike in almond prices. There was always a chance that it could go up. Oh, heres another one worth watching that i havent liked. Cliffs natural, an activist fund trying to shake up this huge iron ore producer. You can expect real fireworks next week, genuine agitation as well as a plan that management were to endorse sending cliffs sharply higher. I bet it becomes a major focus of this market next week. And you know what, its going to be for the good of the shareholders. Finally on friday, we get the answers to a question so many of you have asked. And that is how well has vf corp. s north face done in the face of the remarkably cold weather nationwide . One of my bankable ceos in get rich carefully has done a remarkable job that i would put half a position on any one of these days that the stock is down, and then you know what, then it gets hit, bye the other half. You dont buy vf for the quarter, people. You buy it for the tenure. The tenure of a proven moneymaker. So heres your job line. The employment number has given us something for everyone. And i bet the positive news bleeds into next week where theres plenty to feast on, including many beaten down stocks that could have real rebounds as the market recovers from what we hope is just a brief slowdown, brought on by two things we cant really help, that have been a tremendous hindrance to business. The hideous weather and the heinous federal government. Can i go to chuck in missouri, please . Chuck . Caller yeah, jim. This is chuck. Ive got a question about peabody coal. Ive been buying it on the drops. I know their contracts probably arent up until june or something. Do you think im beating a dead horse . Or do you think the stock is i dont want you in it. Maybe it bounces because its true natural gas, briefly over five and they can switch to goal. We had aep on, the epa is shutting down coal in this country. Shutting it down. He was adamant. And as bountiful as chinas coal market is, i dont think the australian operation is going to make up for that, sir. I dont want you in that stock. Can we go to david in florida, please. David, please . Caller hey, jim, a florida seminole booyah to ya. Yes. Tal tallasee democrat whats up . Caller the wife and i love your morning segment. You keep calling david in stitches and us, too. Your facial expressions, jim, crack me up. If you ever get tired of picking stocks and writing books, you could do standup. You know what, im going to give it a shot. Thank you, sir. Thank you. How can i help you . Caller yeah. The stocks im interested in, number one is ive got holdings on Nxp Semiconductors and its been on a tare. Should i take half my gains off the table . Well, its been monster good, better than qualcomm. You know what, it wouldnt be so bad to take some off. The stock is up huge this year. But it is a Great Company in the sweet spot of mobile, social and the cloud, and thats a pretty good place to be. Thank you for the great comments, and i miss tallahassee every day. I loved it down there. Matthew in new york . Please, matthew . Caller booyah, cramer. Booyah. Caller well, i love the show, its very entertaining and informative and a big help to the individual investor. Thank you. Caller calling in today because ive been a shareholder of Level Three Communications for about four years now and it finally seems that theyve turned the corner and are starting to make money and become profitable, up 16 the last few days. I wanted to get your take. Youre absolutely right. I was thinking, oh, boy, can i recommend level 3 because of the incredible numbers . It was instant, though, it went up. But you know what, this company is back, and i think it can keep going higher. I really do. The market had a Little Something for everyone today. I expect the positive news to bleed into this week. Plenty to feast on. Dont forget. If vf comes down before friday, could be a good one. U6z mad money be right back. Coming up wall street pacemaker . While this up and down market puts hearts through the wringer, st. Jude medical has been pumping out steady gains. But can it keep ticking higher . Cramers giving it a checkup. And later, bad trip . Hospitality play beat the street. But its outlook made investors want to take a vacation from its stock. Is now the perfect time to check out its accommodations . Cramer talks with its ceo. Plus, add to cart . The wrap on retail is more ad consumers are shopping online. But if the move is true, how do you play the shift . Channel adviser uses cloud tech to put merchandise in the right spot on the web. Should you be clicking buy . All coming up on mad money. Dont miss a second of mad money. Follow jimcramer on twitter. Have a question . Tweet cramer, madtweets. Send jim an email to madmoney cnbc. Com. Or give us a call at 1800743cnbc. Miss something . Head to madmoney. Cnbc. Com. Five weeks into the startup, its looking like a not so hot new year. At least in the latter part of this week. Want to know whats been hanging in there for 2014 . How about st. Jude med, the maker of cardiovascular devices like pacemakers, vascular plugs guide wires, drug eluding stints and heart valve replacements even though st. Jude worked 72 higher last year, the stock hasnt given up any gains in the rocky period. Its up very slightly for the year thanks to 1. 50 or 2. 5 move higher today thanks to the annual investor day. I like st. Jude up here. The Company Controls about a quarter of the cardiac rhythm management business called crm and a terrific pipeline of new products including the first ever noninvasive pacemaker planted without surgery in Clinical Trials. Equally important, st. Jude reported 2 1 2 weeks ago and the results were pretty darn good. The headline numbers were okay. A one cent earnings beat off a 98cent basis with inline revenues and inline guidance. These figures would have been more impressive if st. Jude hadnt raised the guidance less than two weeks before it reported. Beneath these headline numbers, there were positive developments. For example, the company took 50 basis points of market share in this crm business and talked about how new product launches coming and atrial fibrolation that could boost sales later this year. The the stocks already gave us a 10 gain since we talked to the ceo last summer. I think theres more room to run. Lets take a closer look with Daniel Starks the chairman and ceo of st. Jude medical to hear about more where the companys headed. Mr. Starks, welcome back to mad money. Hi, jim. Thank you so much for coming. This is so great. Oh, its my pleasure. Were talking about a device thats revolutionary. Yes. And i have to believe it involves technology that weve never seen before. Youre right. Can we take a look . Yes. This is the nano, right . Nano technology at work. Yes, thats exactly right. Its a new battery, a new electrical circuitry. Its really completely revolutionary. This is a device that can be attached directly to the heart. It has a life of as long as 19 years depending on the amount of pacing thats required by the device. And we think it really has you contrast it with the current . Yeah. What i have in this hand the current state of the art. And in my other hand here, the new revolutionary device. The smaller device does absolutely everything this larger device does. You can see that the larger device has a connecting wire that threaded through part of the body and into the heart. And with this revolutionary device, does not even need a connecting wire. That is threaded through part of the body. And so its it does not leave a scar. Why would anyone use any other device after this . Well, youre asking the wrong guy, jim. And the reason i say that is in an entirely positive way im very biased and we think that as this new device comes into the market as the experts in the field get more experience with it, we think there is not a reason why a person would choose a device other than this new one. And we think this stands to revolutionize the field. Absolutely. Now fda, its a first half issue . 2015 . Well, were just now were not sure okay. Were just now introducing this to the market in europe. And we are in the middle of our pivotal Clinical Trial here in the united states. Right. Let me understand, you guys are back and forth. Its a very dog eat dog world. But ive always been waiting for the socalled magic bullet, something to happen. Isnt this it . And the other guys do not have anything i can tell. Well, were clearly ahead of everyone. Right. We think that some of the competitors in the field will not be able to follow. Right. We think that one or more competitors over a period of time will follow with a version of this kind of technology. So we think it will still remain a very competitive market. You know, the key, though, is all of this is going to be very good for patients. Yes, lets talk about time in hospital versus not. Average number of doctors, average cost of a procedure. What do you think its going to come in. Well, i hesitate to offer that data. Okay. Until we have completed the fair enough. But i can tell you that we had first implants with this technology in Great Britain just in this last week. The implant time in the hands of that particular physician were eight minutes. Oh, my god. Really . Yes. Eight minutes. No chest crack, just, bingo. Just a catheter threaded up through a blood vessel and thats it. The other thing youre trying to break ground on that, again, has been incredibly difficult is renal denervation. Trying to do something hyper tension. Now others have failed at that. Youve got something. Apparently its many have failed. Why do you think this time could be different . Well, our device and our approach already has generated very positive preliminary clinical evidence. Thats the reason we think we can be successful is because so far we have been. And this is hypertension which millions of people have. Yeah. Millions of people. We think but were not targeting this device for everyone with hypertension. Were targeting this device at this point for patients who do have Blood Pressure medicine but dont respond to it and dont get better with it. Treatment resistance, but thats still thats a gigantic. Huge. We know it works, we know if people go to the doctor and get the prescription, they can lower it. But it doesnt work for everybody. Thats right. And there is an alternative, the biggest cause of preventable deaths in the country. Thats exactly right. And youve got it. Well, were working on it. Okay. This is pioneering work. And with any pioneering work, its always investors should always keep in mind, it may turn out it doesnt succeed. So, you know, this is were not suggesting to investors that they count on this as a growth driver for st. Jude medical today. And thats what you saw in the investor presentation. Right. Were saying this is an area we have initial work in, were very optimistic about it. Opportunistic for the opportunity. Right. Ridiculous excised tax put into your industry. That has to come out of somewhere. Did it come out of r d . The shareholder . You cant take a tax if you tax me on sales tax or income tax, im going to spend less. Thats right. Everything had to get hurt in your industry because of this ridiculous tax. It did. The tax is bad policy, doesnt make sense, unintended consequences. A number of people that are in the public discussion really are not fully tuned into the unintended consequences because its ridiculous. And it has an impact on our global competitiveness. In the small picture, people really have the wrong kind of analysis. In the big picture, were a global organization. 54 of our revenue comes from Global Markets outside the united states. Were a huge exporter, we export the medical device business, exports about 36 billion a year. Its one of the real bright spots for Corporate America and balance and trades and all that. And this is just a burden that does not add value to our portfolio or to our competitiveness that reduces the resources we have available to compete against companies from other countries. Not crazy about the government in this particular case. Its one of the worst things ive seen them do during this era. Well, thank you so much. Daniel starks, chairman and ceo of st. Jude medical. This is gamechanging technology, and this company has it. Stay with cramer. Coming up bad trip . Hospitality play wyndham worldwide revenues beat the street. But the outlook made investors want to take a vacation from its stock. Is now the perfect time to check out the accommodations . Cramer talks with its ceo. When a company with a longterm fabulous track record stumbles, sometimes it pays to give the management the benefit of the doubt using any pullback to buy the stock into weakness. And thats how i feel about wyndham worldwide, the number one developer of Timeshare Properties as well as the number one timeshare facilitaor and also in the Hotel Business franchising over 700 hotels. Now, wyndham just reported this morning and the results failed to impress some on wall street causing the stock to plunge 2. 04 or 2. 8 . Before we dive into the numbers, i wanted to take a moment to highlight this companys recent history. If you bought them five years ago, you now have a 1,170 return. Say you invested 5,000 back in february 2009, as long as you reinvested the bountiful dividends, your position would be worth 63,500. Thats a tenfold gain. Not only is the company extremely well run, but wyndham ceo steve holmes is one of the most shareholder friendly executives around who believes in big consistent dividend boobs and buybacks. So when wyndham reported this morning, the company delivered inline results meeting but not beating wall streets estimates, keeping guidance at the same level rather than raising it. The company got slammed and people had gotten used to wyndham beating a beat and raising kind of thing. I think this is a pullback. This time by 20 bringing the yield up 2 , the company has a terrific history of buying back stock. Thank you very much, jim. Thank you so much. I think this is an opportunity, but i