Talking about. First up was tom faulk, ceo of kimberlyclark. His company showed tremendous growth, no matter, the company said it projected the headline number 2016 earnings of 595 to 615, but the wall street looking for 6. 40. I dont know i read the notes. I heard the press release, listened to the Conference Call and read the analyst comments. It seems like kimberlyclark had a lot of good things to say, there was some onetime missions that i do my best, by the way, not to look at the stock when i do this work, because im convinced the holders of so manywh stocks are renters, really. That to take your cue from the immediate action is just plain stupid, so i noticed the fact they had fallen from 127 to 122 off the quarter until the th interview began. Right at the top of the interview, i asked him make any sense to him at all . It for a close today. The sellers they were just plain wrong. Next up, lets talk clorox. Heres a similar situation. Sill love the quarter. Incredible margin improvement because energy costs were way demand was good. Organic line of goods was kingford, lets just say terrific. Numbers off the charts. So what happens . The stock immediately get obliterated, falling from 131 to 124. When i saw ben odire soon after, i asked what the heck is happening here . Whats the deal . So clobbered . He had beaten everything he was asked to do. I puzzled over a line item. He quickly explained that the company is about to large a campaign for britta. And i promptly called the mp decline in clorox ridiculous. It was. Memo to the idiots who sold it. The stock has gone for 124 to me 131 im confident it can take out that high. 13 saunders, incredibly the ceo of aller again. He sat right here. And after the company thought that was by far the best quarter of any pharmaceutical company. Most of the drug lines had accelerated. The fda approval rates were off the charts. Thats incredible, plus the merger with pfizer while under attack by house democrats. Taxes in a foreign judds, weigh nevertheless on track, ready to close the second half. I asked if he could explain how hard the stock has been hit of late. He said baffled, hi had no explanation for the weakness whatsoever. I asked could it be a key part of the transaction a the sale it toffeea might be offtrack . Nope, its going to close soon. I thought might it be something political . So you threw up my hands and proclaimed my own bafflement, too. Earp with right, aller again didnt deserve to go down at all. Then salesforce. Com. The ceo in san francisco. The stock had fallen from 67 to the mid 50s. He couldnt answer directly how the numbers were looking, given he was in whats known as the quiet period, where you cant reveal anything exact will the quarter, he did go out to say it was a fabulous time for salesforce and while remember that, that was the linkedin percent, the tab lo software, he said business was is it boomling, and how ceos had been praising it all over the place. Its a marquee client. The result, the stock immediately fell another 8 . The whole thing was insane. Insult to injury, earlier a and the Gross Margins could be under pressure. And of course the strong dollar. Then last night salesforce reported the best tech quarter for 2016. A 27 revenue growth. Thats astounding. Including a 38 rise in operating cash flow, to 460 cl million. Take that doubters that the Company Makes for money. Two ninefigure contracts, again, unheard of. The Gross Margins were off the chart. While what did have to come up . How about the analyst estimates for the rest of 2016 . They were taking up gigantically after the quarter, because salesforce is doing so well. See it coming. Finally theres the palo alto story. We talked with ceo mark mclack lynn when we were out there. It was in free fall just three weeks ago. He assured us it was sound, it kept getting hammered anyway. Its soaring all the way back to where the selling started. Im saying that was more sellers remorse. Now, there were a ton of these walmart allegedly blew up, under t further review, the reason for the decline seemed too pat. Explanation is pretty darned thorough. Its up almost four points. Same thing with lockheed martin. Then this went still lower. What did they sell . Why . Who knows . Now up 14 straight points. Wh my bottom line is all these are examples of fear and panic trumping but fortunately now judgment at all. Just the siren of worry blurring your decisionmaking, and keeping you from making some mad money. Lets go to hollis in florida. Hollis . Caller hi ya, jim, how are you doing . Im looking at qualcomm again. The theo maybe its time to get in. I see theyre having problems with the chinas and koreans about their licensing. But theyve been solving some of those. I got a little too bullish on qualcomm, then watched the stock go down, but i think youre okay here. Its not my favorite. I like Skyworks Solutions dan in virginia. Caller booyah, professor cramer. Long time listener, first time caller. Caller i bought the avis group stock about four months ago. Ou whoa. Caller very positive article w in the barrons the stock is down 62 for the year, and approximately 50 since i bought it. I would like you to tell us, what is your overall opinion on a car rental business as an n investment . Okay the car rental let meve tell you, sir, i talked about it on my mad dash with david faber te yesterday. It took my breath away. I simply son think things are as bad as the stock, but it raised eyebrows. Let me do more work on avis. Were both trying to get around how the stock could be down so much, given the fact the numbers itself werent that bad. We have work to do, sir, and i will do it for you. Brooke in oklahoma. Brook. Caller hey, mr. Cramer, how are you doing . You . Caller great. Thank you for taking my call. Quick question. My question has to do with Realty Income and price ceilings. Its been performing really well even on down days, and its trading well above its target price, and its paying a 4 dividend on top of that. In your opinion, do you think its broken through its price ceiling . If so, would you buy . In okay, ive been going over this story with matt, my expert on Real Estate Investment trust oma and fantastic friend and accountant. We were saying this is just a handful of ones that have done well, because its in the commercial leasing business, and i think it has further to go higher, but be careful. Th that group is under a lot of pressure. All right. This is what seller remorse looks like. It teaches you not to let fear lo dominos delivers pizza to use your dorell in about 30 minutes. Today alone. Could the company continue to help make you some dough . I have the ceo fresh off earnings. Im getting my Shopping List ready to see if super value, recent decline . Steal or not . And im going to reveal it to you just ahead. I suggest you still with cramer dont miss a second of mad money. Follow assist jimcramer on twitter. Madtweets. Send jim an email, or give us a call at 1800743cnbc. Head to madmoney. Cnbc. Com. One day a rider made a decision. The decision to ride on and save money. He decided to save money by switching his motorcycle insurance to geico. Theres no shame in saving money. Ride on, ride proud. Geico motorcycle, great rates for great rides. Ugh heartburn no one burns on my watch try alkaseltzer heartburn reliefchews. They work fast and dont taste chalky. Mmm. Amazing. I have heartburn. Alkaseltzer heartburn reliefchews. Enjoy the relief. 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All i can say is wow, dominos has done it again. Ive recommended them consistently for the last six year. Time after time the company with the 11,700 almost entirely franchised locations and amazing online technology, hence my little watch joke, has delivered terrific numbers. Today was no different. A real blowout posting a five cents earnings beat, along with much higher expected revenues. Best of all comp store sales, 120 , same clip. Congratulations, best in 2016 of everything i follow. Wowza. Alltime high. Lets check in with patrick doyle, the ceo of dominos pizza, find out more. Mr. Doyle, congratulations on the best Retail Restaurant quarter of 2016 ive seen so far. Thank you, jim. Appreciate it. It was pretty terrific. Yeah, it was. Im going for quote from you and i want you to expand. You said our success didnt happen overnight and certainly not due to the push of one button. Im going to give you the floor to explain what did happen to explain this quarter . I think its a couple things. First, its the culmination of a lot of things weve been working on. Weve got the food right. Weve got the service right. The technology is driving things. Advertising is terrific. The teams is doing a great job, but most importantly, our store manager, franchisees are its a lot of Different Things that have been going right . Theres no specific thing that drove it. Its just this momentum thats been building for a long time . This is something that easterbrook and mcdonalds also had a great quarter, has been trying to instruct upon me, the actual mood, morale and karma matters to your in your opinion bers, it does, doesnt it . It does. Our franchisees came up through our system in the u. S. , and theyre excited about t theyre sealing the momentum, theyre executing well. I couldnt be happier with them. Theyve making more money than they have ever made. Theyre reinvesting, getting the stores reimaged. Momentum is powerful. If everybody is singing from the same hymnal, it drives a lot of success. A lot of them are my friends, you know, so getting notes and calls from them when things are going this well is is pretty terrific. I hope everybody heard what patty said, people up through the ranks, which is the greatness of america which doesnt get talked enough about. I made a little joke, which i was ordering my nocheese we order the nocheese at home with my watch. But the truth is when theres a device that can reach you, you will put it out, and now more than 50 and the Company Makes money when you do these transactions on technology, right . Yeah, thats right. We charge a very small fee to the franchisees, to the stores the most recent additions would be the ability to order through your apple watch, and we also have something now for the amazon echo. So you can voice order off of the new amazon device in your home. We just want to be everywhere, and were doing that. It continues to drive business for us. You know, one of the things i thought was pretty amazing, were talking about value. I know you always said, listen, its not like were taking share, but you hadnt taken on any price increases. People like value, patty. You have not raised prices, and it matters, doesnt it . It does. Our national offer has been the same for six, seven years, two medium twotopping pizzas for 5. 99, and frankly it allows us to advertise more than just price point. If youre moving your price around every couple months, it your advertising dollars to kind of drive that new price point with consumers. They know what theyre going to get when they come to dominos. We think its been effective for us. You know more about them than ever. I was impressed by the pizza profile and of course the new loyalty program, which i know its too early to necessarily put numbers, too, but the pizza profile is really helping you . It absolutely is. Weve now got this one place where weve got the information around the customer, so if they want to order from a watch or order from their app, or order from mobile web. Every time they have accessed us, were tracking that. So for the loyalty program, basically all they had to do was check one box, that they want to be enrolled in the program. That meant it was easy to sign people up. It is too early to know exactly how much its going to drive the are good, the consumer feedback is good. Well see how that plays out. I dont want to sleight international which also was strong. India, biggest growth champion for 2015. Why is that . You know what . Weve got fabulous partners there. We just opened the 1,000th store in india. This is our first market outside the u. S. With 1,000 stores. Were the Largest Restaurant Company there today. Its been a Great Success story for us. As we see the economy come back in india, and its actually one of the fastergrowing economies now around the world. Right. I think Energy Prices being lower are particularly a big help in india. I think Prime Minister modi has done a great job. I think well continue to see some acceleration. So excited about the future in india. Obviously with the overall weve got, its going to be an exciting story. And i know the nocheese button plays out well over there, as we like to joke. You talked about the stomach, which percentage are burger and chicken. Pizza is steady. We had a terrific manager from popeyes louisiana, she admitted there were some burger wars taking share. Jax in the box was a severe disappointment, but pizza itself, there is somomsort of secular angle to pizza that is doing better, pat, what is it . Pizza and kind of the shareable nature of pisa and valuable nature of pisa i think does well. But i think what youre seeing in the industry is seeing a few players who are really separating, and sheryl has been one of them at popeyes. She driven great results. You see other folks doing it. The difference between concepts really nailing it and those that arent has been broader. Pizza has always been a favorite for people, the category continues to grow a bit, and share of stomach from other folks. Difficult, buybacks, all the things we love to see. Thats patty doyle. Congratulations, sir, on a really fabulous quarter. Thanks, jim. This is what you want. This is what you want out of a stock, what you want out of a pizza, too. My family is big orderers. Stick with cramer. Coming up, paper or plastic . This Grocery Store giant was once on the express lane to profits, but recently supervalus stock has been selling off. List, next. Beautiful, unless you have allergies. Then your eyes may see it differently. Only flonase is approved to relieve both itchy, watery eyes and congestion. No other nasal allergy spray can say that. When we breathe in allergens our bodies react by over producing six key inflammatory substances that cause our symptoms. 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Some of these beatendown stocks can be but some needs to be so far lionsgate entertainment, gap and williams sonoma. And now ive got a new one for you. Its time to talk about the rise svu. Many locations that you probably shop at. Really its the fall, the rise and then the fall again of supervalu. Falling down to a dollar and change in the fall of 2012, at which point many people were worried about the companys viability as a going concern. Over the next few years super valu became one hottest surging through 2013, 2014 and the first few months of 2015 to peak at 12 last april, up 614 from the 2012 lows. Well this was looking like an incredible comeback to the moment when it hit a wall in the second half of last year. The stock ultimately finishing down 30 . For 2015, and its come down nearly another 30 since the beginning of the new year to 4 and change. Once again it feels like svu stands for, cmon, say it with me, special victims unit what made this story fall apart . Is there any way it can get the mojo back . Lets start with how it could roar higher. The rebound was all about a troubled company that got its act together. Back before the agree recession, super valu made a foolish acquisition of albertsons. That was right at the pea of the leveraged buyout boom, something that turned out to be disastrous. Thats all supervalu stock could decline down to its 2012 bottom. The turn here started in july of 2012 when supervalu brought in a fellow by the name of wayne sales, who was tasked with getting the company back on track. It finally cut bait on al better sons, and if you remember they tried to take the assets public, to say garbage, but im more of a diplomat, how about garbage. Down to 3 billion, just so you know, that albertsons would have been good, but i think there was some glee involved. One wayne had gotten the company out of hot water, we saw in turn he was replaced by samb duncan, former head of officemax as the next ceo, with a clean slate, supervalu restructured into three segments a wholesale foot, the discount chain, and reg lay Retail Operations under the cub foods, hornbacks, shop and save. The progress was slow at first, by february 2014, it was clear the Gross Margins, what they may on every dollar of sales, were improving dramatically. The samestore sales went from negative to positive, and by the end of their 2015 fiscal year, they were actually making a decent product. By the time we get to january of 2015, the new supervalu was 20 earns growth. Even this its not what you call a be