Thmarket hated themm so mumu that the they became incredibly oversold. Meaning they kept going down and down and down to the point where it seemed to be sunk. Then out of nowhere, a couple of things h hpened and the big Portfolio Managers, something changed their view from bear stocks to bullish in the blink of an eye. For starters, General Electric had a onetwo punch. Got the endndsement ofelson pells and the only one of his kind who, if you consistently followed him, you beat the market even if you bought the position after it was announced and aftete it spiked and he got involved buying a ton of stock. True to form gd stock has been roaring ever since. Last friday, ge stellar quarter, no fly. Thatas theignal that thehes w an appetite for these down and out industrials, which youll be getting more for months. Since then, weve seen honey reports, along with a usually disappointinin preannouncement. Yet after an initial dip, they all went higher. Only ppg proved to be better than expected and that just kept them from flyiyi. Today, though, we got excellent numbers from boeing and General Motors and that reinforced the group that this group is too important to ignore. My job is toxplain whats happening in the stock market. Because of worries about World Economic weakness, worries to keep Interest Rates lows, Portfolio Managers underweighted this group dramatically or sold far more than what they should have against what had been the benchmark in the s p. They owned 8 . This underweight situation coupled with the fact that many Money Managers are just nowow warm ug up to the notion that theyre improving, the Chinese Consumer is start to go buy goods again. All these sign ves made the Portfolio Managers f fntic, frantic in their efforts not to miss this bullish reranking to use their term of the industrials. They want in and they now use any weakness not to sell, but to buy these kinds of stocks. At the samtime, there is now a palpable sense of hatred surrounding the once beloved drugs and Health Care Stocks. This companies that were always so consistent. I think the money that is coming into the industrials is out of health carar ever since that tone Deaf Health Care manager came on tv and bragged about jacking up prices for some old drugs, this cohort has become too dangerous to own. Were going into an Election Year for heavens sake and inn eleltion year, nobody wants to champion pharmaceuticals. So the Companies People identify with dramatic increases in drug prices want you to think valiant and verizon pharma a a beiei trashed almost daily. Same goes for big pharma and hospital chains and terrible performance right into tonight. The valiant selloff today, it took my breath away. Compared it to enron and the stock at one point shed about 60 from its 150 opening price before rebound to go close still down an astoundinin28 bucks. It was one of the scariest declines ive seen in 35 years of invest inging. As long as the republicans seem to be in disarray, tpese stocks will become disarray. Hillary clinton has become a vocal l ponent of higher drug prices. Without price increases, this group is done, finished, left for dead. So its going to be difficult to get any sustained upside here even in the biotechs. Until valiant bottoms and bottoms for good and we get a big acquisition in the sector, both have to happen, this group may not be able to stabilize. Meanwhile, money is flooding out of retail in the oil and gas stocks. I mentioned them in the same breath. It sure doesnt seem is to be playing out that way at the right now, the oil glock continues,igger inventory build up today is barely being dented the. At the same time, the newly elected Prime Minister of canada has pretty much killed the Keystone Pipeline on his end. And as chip johnson told us last night on mad money, many of the oil companys big and small are running out of money and unlikely to get a lot of new money to drill. The saving grace here is m a, like halliburtons takeover off baker hughes. This has made schlumberger the stock to own. There can be a lid on the group unless crude goes over 50 from its current level, i e eect all the mlps to trade down tomorrow even though kmi is whats known as a c corp. The restaurant cohort is a disaster because of one Conference Call from chipotle, which said the costs were going higher, especially labor and real estate and food costs and theyre cutting right into the bottom line. The whole group got crushed. The only one that has any momentum is monalds and thats because its lagged so badly. The problems in chipotle will be fleeting, but you wont get a bottom overnight. It didnt help that only a week ago walmart slashed its earnings estimate in part. Its not spilling over into the rest of retail. Believe me, if walmart were planning to give awayower and hard goods and foods, theres no way it will be up that much. The tech stocks have been rallied by the bear market. Something shareholderss have serviced now well discover and shareholders discover of twitter discovered when Morgan Stanley took twitter to an outright sale thimorning. This is a rolling beararket and it strikes with the drop of high growth naems like tesla have run into a wall abd netflix has been dropping. That was a leader. But theres someeoy in tech, thanks to recent takeovers that will take over capacity. Today is no different. Greatly consolidating the Semi Conductor equipment business. Theres amamaamation going on in disk drives and sflash. A struggling hard drivemaker is combining with a struggling flashmaker and not a moment too soon given that intfl is going to be aggressive in the flash. Not all of these merchants are working in tech. Dells pure of emc looks stunning because emcs business only 150e78d to have hit a wall. Theres trepidation, the abagos, the exp semis. However, after the close, Old Fashioned semi closed expectations were blown away, so who knows. We know the market likes uncontroversial growth. Theres traditional growth, think about starbucks and, yes, facebook, they continue to be lobbed. Then theres slow growth, think clorox, kellogg, worehormel, not to mention kimberly clark. Finally, theres the financials. People want to o the insurance companies, they think traverls is gorgeous. Too. What about the big banks . Simple, without a rate hike, theres no traction. American express, axp, after one more hideous quarter, many of these moves are breath taking. The sleep at night Health Care Stocks are giving you a sleepless ninit and evevebody else, its just a rolling bear where you might get mauled and you might not, dependsing upon the take. Terry in washington, terry. Is. Caller hi, buck kie bu ya too you, jim. Got a couple of questions about white wave versus hanes. White wave just got downgraded from goldman sachs. What is your favorite . I likik them both. White wave is owned by my charitable trust. White wave got downgraded yesterday. My thesis on white wave is twtwold. It c cld be acquired or its growing very well. Hane is also down. Both of them are buys. I do not think the Natural Organic industry is a craze. I think its here for a lon time, but i respect the fact that jeweldy hon said it should be sold. Steve in maryland. Caller how are you . Im great, steve. Calalr thanks for taking my call and thanks for the advise you provide. I try. Caller i. A. Smith, water heater manufacturer, seem to be doing good work all the time. Had a good report today. A wild ride today, but longer your opinion, exposure to china and things like that. Ive not done enough work on it. This is one, as you said, e. L. Smith, havent looked at it lately. Dont even k kw the breakdown of where they sell. I know they make the kind of stuff ta goes in homes that i like but they also a commercial water heating business. Lately thats been slowing down let me do some more work and ill hav to c ce back to you. Some of these moves are justst astonishing. For however long they last before the market moves on to the next maulg. On mad money tonight, turning classic into cash, can they continue to keep your profits fresh . I have the exclusive. Then, is your your chance to buy a ferrari . No, not the car, the stock. Im taking the company for test drive after a full day of trading. Plus, chipotle lost its spice, but is it temporary rare . Dont miss my take, believe me. Dont miss a seconddf mad money. Follow jimcramer on twitter. P send jim an email to madmoney call at 181800743cnbc. Tupperware roared today after spending the last couple of years in the dog house. E. I think this company may have gotten its groove back. How did they lose their mojo in the first place . They have tons of emerging marketxposure which means its gotten taken to the caners by, yes, the super freaky strong dollar. But it seems the company in the analysts finally adjusted to the Foreign Exchange issue. How do i know that . Because when tupperware delivered this morning within it delivered an 8 centt earnings beat with higher than expected revenues that increase by 7 on a local currency basis. Even as they were down 11 in dollars. The companys European Business is coming back. Thr Asian Pacific business is doing terrifically, including china. Up 18 . Business incressed by 20 and the n nth american businessss is on fire. Its incredibly shareholder friendly and a juicy dividend. Dont take it from me, though. Earlier, i got to check in with can chairman ceo of tupperware to hear more about the quarter and its companys prospects. Take a look. Give us the anatomy of a owout. Thth really was new prododt, china, just kind of the moment in time. How did it happen . Well, iv got to say first, we have anattitude, every business works until it doesnt. Our guys just keep leaning into it and things came together this quarter. It was nice to see. Tpis china order, if i listen to tupperwawa, what im saying is maybe theyre not selling the right stuff. Well, that has part of it to do. If youre selling high priced if youre selling cars in china, might be some pressure. But lower net know, and you know what a lotot of people dont get . Ten years ago, china was a 2 trillion market. Its a 10 trillion market. Its five times the stiez. One of the things weve arned is people like flexible hohos. Judging by the number youre signing up in north america, thats more true than ever. Absolutely. Interesting, we have this phenomenon happening with millenals. They are going to be 50 of the workforce by 2020, 75 by 2025, 58 of them want to be entrepreneurs and the bulk of them dont want to work 9 00 tl 5 00. Eyll bust theirir butt at 3 00 a. M. I ithe morning, but the traditional workplace is not their cup of tea. So youre telling me the average age of your reps has come down. Significantly. Tell mebout that. I didnt realize that. Well, somebody told me a long time ago, if you want to catch moves, youve got to use moose we started doing research, what are millennials looking for . They want purpose in their life. When tailor swift came out and took on apple, she didnt have to do that. She did it for everybody else out there. Were attracting a lot of those people. And our whole concept of the enlightenment and empowerment of women, a lot of people, thats sticky to them. One of the things we d dt talk nearly enough about is the fact that youre a technology buff. Many of these sales are innovations you come up with every single year. Interesting. If you look back when i joined the company, we were 85 food storage. Now we dont call it food storage. We have a category kaeld called food preservation and its about 25 . Our new product is what wee fococ most of ourur time on. We are the number one seller of cookbooks in france, were a we do innovation for food prep for busy, working women. So technology is really what its all about. A bit of strange numbers, a lot of this many them obviously because of currency. I expected a lot of europe to be stronger because bf such a strong presence in san francisco. Anything to worry about . Europe has something to worry about because im part of this thing for european lead is. Europe is getting older, theyre notroducing enough jobs. When steve jobs launched the phone here, he had a market of 300 million he could sell to. Over there, look at what happened to nokia, they had to get registration in 40 different countries. Women want to be entrepreneurs. They have millennials, too. Youve been terrific at tting new productss in your pipeline. At a certain point, dont he just want that product line to no. That is not a maybe. That was a no. Thats a no. Hey, we have wonderful beauty businesses in certain markets. And you dont need that. All right. You always give straight answers. Stay with kraker. Coming up, whats cooking . Shares of spi polt lay mexic grill have loss a pinch of advivil after its disappointing Third Quarter results. Has the flame on this company been turned way down . Down . Well, things in the bedroom have always been pretty good. Yeah, no complaints. Weve always had a lot of fun, but i wantededo try something w. And im into that. So were using ky love. Its a pleasure gel that magnifies both of our sensations. Rit, i mean, for both lf us, just. Yeah, it justakes all those esome feelings you u ually rawr. Dare to feel more with new ky love. I know blowdwding fries my hair, t im never gonna stop. Because now ive got pantene shampoo and conditioner the prov formula locks moisture inside my hair and the damage from 100 blowdries is gone. Pantene. Strong is beautiful. Theres a more enjoyable way to get your fiber. Try phillips fiber good gummies plus energy support. Its a new fiber supplement that helps support regularity and includes b vitamins to help convfrt food to energy. Mmmmm, these arereood nice work, phillips the tasty side of fiber, from phillips. Skh. Skrch. What are you doing . The shes are clean. I just gotta scrape e e rest of the foooooff them. Ew. Dish issues . Cascade platinum powers through this brownie mess better than the competition, the first time. Today we saw one of the years most heavily anticipated ipos, the public d dut of fefeari. The highest of the highend luxury sports carmakers which now trades under the fabulous symbol race. Its not a surprise that fer rey regardrys stock closed up 5 today. However, before you buy this stock simply becau youre in love with the can you know mpanys beautiful caca, i think its worth taking a look under the hood in order to figure out what youre really getting when you buy shares of ferrari other than the hoopla thate saw today at the exchange. We know that ferra has decent sized race car business. In addition to selling cars that are street legal. We know the Company Sells engines along with ferrari bradz branded swag. But perhaps the most importantnt part of f is deal, in my view, is not so much what you might be buying with this ferrari ipo. No. Its whos doing the selling. Sell, sell, ll. In this case, ferrari belongs to Fiat Chrysler. And they now have an 80 stake with that missing 10 having been sold publicly. Theo has been in charge here since 1969 and this is the first result in a separation of ferrari from Fiat Chrysler. Theyre spinning off ferrari for two reasons. In part, because its performance has been lagging. The company s sls a less excititi brand, like jeep, but mainly because they believe ferrari can get a higher valuation as an independent company and it makes sense to me. When ferrari builds a car, its stilil about performance. Whatatbout the performance of the Actual Company . When you look at the numbers, you might be surprised. Ferrari generated 18 Revenue Growth in 20144 but their sales were flat year over yeefr First Quarter 2015. But lets sink deeper than that. Lets look at sales and earning he dont tell the story. In 2014, fer regard railroad saw its tothipments increase by 16 . Its declining by 5. 5 the year before and the First Quarter 2015 they shipped only 1,635 cars. Down 5. 6 from the year before. Of course, these volume numumrs might not mean like other the Company Says Demand outstrip outstrips supply for ferrari and they plan to keeeeit that w w by limiting the supply of new cars they make. Let me read you the part of the per expectus that i think will help you. Weelieve that waiting lists have promoted our productive e sense of exclusivity. We ensure we do not jeopardize client satisfaction, end quote. Thats right. Ferrari tries to not meet the demand for their vehicles. And you know what . The strataty makes a aot of sense. Its why this company can get away from selling the cars anywhere from 188,000 to 40,000. A ferrari is the ultimat luxury items and the luxurytems arere always defined by their scarety. That is fabulous for pricing. But on the other hand, its difficult to grow as a business if youre not willing to sell before 2013, ferraris business was determined by their manufacturing capacity. But in 2012, management decided deliberately to limit the number of cars sold tooughly 7 nous a year. In order to maintain tha sense of exclusivity they talked aboutut in the process. Going forward, ferrari plans to continue to keep volume relatively low. It was mentioned to me this morning when i was interviewing sergio marcionni. I said, hey, can you double the number of cars . Thats not what its about. Nevertheless, they do intend to do their shipments from 7,255 last year to 9,000 by 2019. Want them to double production. Forget about it. So essentially, ferrari has dictated a 4. 5 comp annual growth. Thats right, you heard me. 4. 5 . We typically dont regard thatt as growth, do we . Ybe the Companies PushPrices Higher and perhaps sxabd their the rate of 5 to 10 range. Given how this sto is valulu, more on that later. I like to see how much faster growth you could have here to justify the prices people are paying for the stock. Of course, we dont even know if ferrari will be able successfully exete when it comes to increasing the pr