i'm jim cramer, and welcome to my world. >> you need to get in the game! >> firms are going to go out of business, and he's nuts! they're nuts! they know nothing! >> i always like to say there's a bull market somewhere. and i promise -- >> "mad money." you can't afford to miss it. hey, i'm cramer! welcome to "mad money." welcome to cramerica. other people want to make friends. trying to make you a little money. my job, entertain and educate. call me, 1-800-743-cnbc. warning! warning! you are about to enter a no-trading zone. earnings season kicks off next week. and if there's one thing i've learned in my wisened 30 years of investing, is that it is nearly impossible to make money during the 12 weeks of the year that make up reporting season.

there are just too many companies reporting all at once -- >> buy buy -- >> sell sell -- >> and there's no way you have the time to do the homework and make good investing decisions in the heat of the moment. it doesn't matter that i expect the earnings will be strong. >> the house of pleasure. >> or that we had a good day today with the dow rising 70 and the s&p 500 up almost 2/3 of a point. about 2/3. you've got to keep your powder dry. and oh, for the record, the beckoning dow 11,000, we crossed the 10,997 does matter because it will make people feel better. >> house of pleasure. >> they'll feel better about stocks. what happens when they feel better about stocks? >> buy buy buy! >> they buy buy buy. why am i telling you not to trade? because as the parade of positive reports comes out i know what you'll be doing. you're going to be tempted to pull the trigger. keep it right here. don't try to game it. don't do it. at last we're going to enter a moment, though, finally some

breathing room, where earnings and not worries about washington or, more important, fears of greeks, bearing gifts or otherwise, will take center stage. and right now, come on, speaking of greeks, can someone out there please tell me why everyone fears the finances of fraternities? so what if delta tau chi, or whatever, goes bust? so what? anyway, for once the cliched all-important earnings season will in fact be all-important. but not actionable. so if it's not safe to -- game plan. so if it's not safe to buy and sell next week, what's the game plan? you -- cramer's pad. you need to do something much more important. you've got to listen. i'm saying next week is mute mode!

like "mad money." now, in the cacophony of earnings season it's easy to be led astray, to be misdirected or just to get confused. if you don't know what to look for, then all these reports and conference calls will be nothing more than a tale told by an idiot, full of sound and fury, signifying absolutely nothing. so let me tell you what you need to know in order to make sense of the corporate report cards coming out next week. as always, unfortunately, because it's one of the worst reporting companies in america, alcoa, the country's largest aluminum producer, kicks off the season. i can wait for alcoa. i've made that joke every year for 30 years. now, they report after the close. alcoa's been hurt since it reported last. but the two markets that failed to hit their targets last quarter, aerospace and industrial gas turbines, are at the beginning finally of long positive cycles. this company has immense cash flow and cost controls. the amount of money that could be made here as the economy continues to turn is impossible to ignore despite the fact that two firms downgraded it this

week. i want you to watch this one closely, pay special attention to what they have to say about energy costs. after the street dumps on it, which it's going to do, maybe pick some up. as i expect both businesses to be strong in the second half. importantly, we will get our initial financial report card from the two major banks this week that i am watching, jpmorgan on wednesday and bank of america on friday. these companies will tell a much stronger story than a year ago. jpmorgan remains my favorite bank and actionalertsplus.com name, my charitable trust. jamie dimon is a great ceo. it's got terrific depth, market share, and a great balance sheet. and it will likely be the first to raise its dividend when the heat is finally off the banks. i'm expecting good news. i think the stock could at last break out from the $45 level, which it's been super glued to for ages and ages. bank of america, made a little -- a little messy with continued asset writedowns and provisional expenses. i expect the second straight quarter, though, of improvement in credit costs, and that's what people want.

in other words, fewer non-performing loans. that could take it to $20 after the noise is sorted out. there should be enough positive sequential improvement in many of its divisions to keep the momentum going for this stock, particularly in the merrill division. also, let's remember my new regional bank winner, first horizon reports on friday. and we want to get a sense of whether things are improving to confirm that the worst is over. and fhn is now on its way to becoming one of the best banks. look, if you have to pull the trigger on something, quickdraw mcgraw, pull it on first horizon. okay? i'm naming this the liberty valance of the regionals. taste of tech. we have none other than intel-aroony mcfadden on tuesday and google-icious on thursday. the sector's still en fuego but i think google's still poised to go higher with its product introductions in the consumer enterprise space and communications. which is why i've been buying it for actionalertsplus.com. and you've got to like the

balance sheet. we'll hear from intel's competitor amd on thursday. that's going to let us take the temperature or pulse of the multi-year positive cycle in semis. i'm the only one who believes that. as for google we want to hear more about -- you bet we do -- china. and also what they think about apple's ramped-up effort to fight on their turf, advertising. now, because this is a serious show done with most of -- a lot of the harvard business school wharton principles that i've learned if not sigma 6, 6 sigma chi. i want to show you what i think about google versus apple. apple. okay? google. see? paper, rock. anyway. consumption. yum brands, known to most for its pizza hut, taco bell, and kfc chains, gives us our recipe for recovery on wednesday. although you will not be able to recover very quickly from the

cardiac ward if you buy the double down, which has got to be the greatest sandwich i've ever heard. take two lipitors, please. people have been going out again. that's the story from the charts of brinker, darden, yum, and cheesecake factory. i just don't know if they're going to pizza hut. i do think the colonel's going to save the quarter as kfc's going to reaccelerate and topple general chow in china. take my word for that. the railroads are some of the best barometers. really amazing barometers of the economy's health. they're going to tell you a great deal about the stuff they carry. that's why we're going to be listening closely to csx. i expect a blastoff quarter. remember that it was michael ward of -- the ceo of csx, who tipped us off about metallurgical coal back in february. he gave us a great run in walter energy, wlt, up 11% since i recommended it march 10th at 86 bucks. i want you to listen again for coal loadings. if they are hot again, and he mentions alabama coal loadings, i want you to take more walter. walt. okay.

i want you to take some more walt on wednesday. i'm giving you permission to buy it up to $100 a share. ppg, the old pittsburgh plate glass, this is a pretty interesting company because we've been behind this ever since we had mr. bunch on for months now. caught a big gain. this is a way to play the continued chemical side of the rebound. as much as i like dow and as much as i like dupont. you guys have met my girlfriends, right? poly and ethyl? as well as my buddy caustic soda. they're the key because they represent the building blocks of america and they've been in motion. i expect ppg will tell us these plastics are screaming. listen to hear if asia's now more than 20% of the business. if so the stock could zoom through 70 from its $68 base. of course, we end the week with bellwether general electric. parent company of this network. we want to listen closely to what parent company of this network says about its many different divisions because i think the parent company of this network could have big pin action here. plus you'd like to hear how parent company of this network has robust credit conditions around the world and we think they're the best they've been in three years. did i mention that ge is the parent company of this network?

bottom line, do not try to game the earnings reports next week. all right? just listen and learn from the most important companies so that you'll be able to make well-informed decisions later on when there's less chaos and confusion. we're getting our initial financial report card from jpmorgan and bank of america, a read on tech from intel and google. we'll hear whether consumers are going out from yum and the double down. and csx and ppg will give us a picture of the worldwide industrial and financial landscape. and maybe i'll work on it this weekend, you can all help me, maybe we'll get to the bottom of this delta house issue, the only greek with real finance problems at least that i know of. okay. i want to go to ryan in california. ryan. >> caller: jim. great big california boo-yah to you, jim. >> good to have you on the show, chief. what's shaking? >> caller: oh, buddy, hey, i've got to know, what are your thoughts on hudson city -- >> all right. i'm starting to get a better vibe from hudson city. i'm starting to get a better vibe. i'm doing some credit work. i think we're going to turn the corner.

i know it's been a laggard, it's boring, but i think it's breaking out. it can go to 17, 18. i'm not kidding. i'm not releasing it from the doghouse. it's been there. it's no longer in the bow wow chateau. may i go to matthew in ohio? matthew. do i love the buckeyes. >> caller: yes, sir. i was talking to my air-conditioning repairman this week. >> yeah. >> caller: he told me there are some regulations that are limiting the use of freon in new air-conditioners. >> right-aroony mcfaddy. >> caller: instead they must use r-410, which is also known as puron. do you think this is a good play because the spring and summer is just starting to heat up -- >> i can't tell the r-410 from the r2-d2. i do know this is a whirlpool play and that whirlpool's climbing above 92 and i think whirlpool can go to 100 on the strength of brazil and the united states and that is the appliance play, and i'm recommending whirlpool, which i've been recommending for about 30 points. i just reiterated my buy right here right now.

i like it. all right. my game plan next week, alcoa, intel, csx, jpmorgan, yum, google and ppg. don't forget, rock, paper scissors, bank of america, first horizon. and you know what? bluto blutarsky, we're going to get to the bottom of -- where's dean warmer when you need him? "mad money" will be right back. >> announcer: coming up, merger madness continues. trade up by trading down? dr. cramer's in the building, and he's checking out one pharma play that could be the best medicine for your portfolio. and later -- ♪ cheeseburger in paradise cheeseburger in paradise? with consumer spending on the rise, these restaurant stocks are sizzling. if you're hungry for profits, stay tuned.

takeovers are roaring back to life. saw a big one today in the convenience store patch, casey's general. and we're anxious to make some money, some mad money off the half trillion-odd deals that have already been announced this year. can you imagine, more than $500 billion in deals? that's why i've been teaching you how to analyze these takeovers all week with our acquisition winner series so that you know what a good deal looks like, one that you can still make money on if you buy the stock of the acquirer, not the target. we aren't arbitragers. but the acquirer, once the deal's been broadcast, has been the way to go. so far this week we've looked at deals in retail. phillips-van heusen, tommy hilfiger marriage. and aerospace. and generic drugs with teva ratiopharm domestic partnership. just think of me as the corporate marriage ref, and these deals aren't slated for counseling. they're keepers.

today we got another shotgun wedding in the private label! space. and it's perrigo, prgo, and pbm. now, as we know from stock seer m.i.a., shotgun weddings make us money. as everyone's a winner. we're making our fame. bona fide hustler. making my name. ♪ perrigo's the number -- look, remember when that -- in the things when she -- perrigo's the number one maker of knockoff store brand over-the-counter pharma and nutritional products. it's got some exposure to generic drugs, active pharm ingredients too. but mostly it's the world's largest manufacturer of over-the-counter drugs for the private label storm brand market. it's buying pbm, a privately held maker of store brand infant formula and baby foods. 800 million. people like it. as with all the other deals we talked about this week the market flagged this one for us.

most of the time remember when a transaction like this is announced the acquirer's stock gets pounded either because they're offering too much, that's called dilution from the deal, or funding worries, meaning they've got to raise a lot of money, increase leverage, all kinds of reasons. that didn't happen with perrigo. instead its stock soared when the deal was announced on march 23rd, rising 12% from $51.13 to $57.20 in just one day. when an acquirer's stock jumps like that off the news of the deal you don't need to be a stock whisperer or ghost whisperer like stock seer jennifer love hewitt to know the market is expressing its complete and total approval of that deal. and it ain't finished the run yet, trust me. of course that signal is just the starting point. not every acquirer's stock that surges is worth buying but it's always worth checking them out. and in the case of perrigo i am a huge buyer of what i see. this stock is up big since i recommended it on february 9th. trading at $46.32.

it's already given you a 27% gain. that's not bad. but the fundamentals are so strong and the pbm deal makes so much logic that the story's even more compelling. look, i've always been partial to perrigo because its products look just like the real ones it's knocking off. in fact, i've been fooled into buying perrigo's products a bunch of times. thinking they're the branded versions. including pepto bismol. so key after the ringworm i picked up in egypt. look, almost every product that you buy like -- oh, well, i've actually confused by these two but that's perhaps more of a gender issue. private label plays, whether they be -- maybe this is better? private label plays, whether they be over the counter drug market or -- drugmakers like perrigo or knockoff food producers like treehouse, which you know we like rowell corp. usually don't work during an economic recovery. when we're coming out of every recession in the past people stopped trading down to cheap

store brands and started trading back up to the national brands. this time around something's changed. the great recession has made consumers more value conscious and given that unemployment's still sky high, i don't see the recovery endangering perrigo. remember just this week hain celestial's irwin simon was on? he said earth's best baby food has been victimized by private label and i'm sure pbm was one of the victimizers. when i was doing some work on the casey general they too have been hurt by the generic tradedown. at the same time the real value proposition with these knockoff products isn't for the consumers, isn't for you, it's for the stores that sell them. retailers across the country increasing their private label offerings because they have higher margins. that means they're more profitable to sell. than the name brands. we know walmart's expanding its private label. so is costco, a stock i own for actionalertsplus.com, my charitable trust. and so are supermarkets and pharmacies across the country. hey, look, even high-end places like whole foods and saks. i've been buying saks shirts with the 200 ply egyptian cotton. you can't tell the difference. and they love dealing with only

a handful of players. hence the value of the scale of perrigo picking up a competitor and then shipping all the store-branded goods to the scores together. now, perrigo delivered a monster quarter. it reported february 2nd. it earned 70 cents. that was four cents better than wall street's consensus estimate. it just popped immediately. and that was strong sales. the company immediately raised guidance, too, for 2010. and that was all before this fantastic deal. this pbm deal's supposed to close in the fourth quarter. perrigo's management believes this baby food and formula maker will add 10 cents to the company's earnings per share in fiscal 2011. not dilution. accretive. even better, the deal gives perrigo much more space in the aisles of drugstores across the country. it's taking over that baby food aisle after already having huge share in over-the-counter painkillers, cough and cold medicine, stomach medicine, first aid, and vitamin aisles. remember that steve mcqueen movie "the blob"? remember that one? in the supermarket? the blob is perrigo. and the baby food and instant formula aisle is a better place to be blob going there. as pbm's products carry much

higher margins than perrigo's average and the business has much higher barriers to entry than its staple over-the-counter biz. pbm is one of only four domestic manufacturers with fda approval for infant formula, and it's the only one that's private label. it's the unchallenged leader in its category. it's got 85% to 90% share of the store brand volume. and since right now store brand baby formula only has about 10% of this $24 billion global pediatric nutrition market there's still a lot of room for perrigo to grow this new business. given that pbm store brand products are about 50% cheaper for consumers versus name brands and at the same time the margins on these products are typically four times higher for retailers than name brands, the drug stores and supermarkets that sell this stuff, they're going to have a huge incentive to push pbm's products. plus as a one-time purchaser of formula i can tell you that there's not a lot of brand loyalty for this heavily commoditized baby fuel.

the bottom line, the market flagged the perrigo-pbm deal for us. when perrigo's stock shot up 12% on the news. this is a really smart takeover. and perrigo's an acquisition winner with much more room to run. especially if you can buy it before the deal closes and all the lemming analysts raise their 2011 numbers. after the break i'll try to make you even more money. >> announcer: coming up -- ♪ cheeseburger in paradise cheeseburger in paradise? with consumer spending on the rise, these restaurant stocks are sizzling. if you're hungry for profits, stay tuned.

♪ tonight we're wrapping up the last stop on our california stock vacation. we all know california's got problems. in fact, that's all we hear about in the national media. the state's massive budget shortfall, its pension woes, and all its cities going broke. california's become a beggar, a mendacious mendicant in need of medicine. but we can't take that. it doesn't help us, doesn't make us money. there's another story here, one that's happening under the radar

of the big national papers and news networks that are focused only on the difficulties of the state municipal governments. and that's because they're good copy. look, i used to be a reporter in california and covering the finances of the government has always been a great story. but we need to make money and we've got to piece together from looking at local and california papers and realtors and businessmen what the real story is with the eighth largest economy in the world. and i think that it is turning around. and i don't want you to let the national headlines about how bad the local government or state government is doing to fool you out of some great opportunities. my secret? local papers. they're much closer to the details on the ground. and in the age of the web you can peruse any of them anywhere. used to get them all hand delivered at my old hedge fund. now i can look at them online. they get the story, and they get it right. which is why you're more likely to read about the california here i come recovery from the

"palm springs desert sun" or the "modesto bee." and the "sacramento bee." the latter being a paper that once had a sketch of me as a murder suspect. i'm not kidding. i happened to be where there was a murder. and my picture was on the front page the next day. bad. bad. anyway. it's better to go read those papers than read the fox street journal. i've been giving you californication plays all week. costco. standard pacific home builders. ridiculed on the web by some nitpickers. kilroy real estate for commercial real estate. how about junk food? in homage to the sensibilities of -- where's my merger bot? or more specifically restaurants. people go out more frequently when they have more money in their pockets. mo money, mo problems. no, this time the late, great investing guru biggie smalls has it wrong. more like mo money, mo fried food.

if he were still with us, because of a little-known mr. spock-like mind meld capability that i have been blessed with, i know he'd agree with me. just yesterday the "palm springs desert sun" published an article about how restaurant chains are still expanding in southern california despite all the bad things you hear. how do you want to play it? we've got to look at both fast food and casual dining. but it's tough to find independent names that are pure plays in california. the california exposure, because they're competing against national mega chains. we'll edit that out in the actual version. okay? we'll just put it on youtube. they'll love it. the outtakes reel that we do. you can go with cheesecake factory, which has 21% of its locations in california. or you can speculate on denny's, which is 26% in california. i am a grand slam eater from way back, before i started taking avilpro. but we prefer stocks with more concentration in the state so we can live it up at the restaurant california.

my old favorite was cke restaurants, the parent company of carl's jr. and hardee's despite the fact i'd sooner starve or swallow a parasite in egypt than go into one of their locations. although that was later proven wrong when i actually tried one and found it succulent and delicious. cke's 68% in california and it's up 56% since i recommended it on may 22nd at $7.73. but now that it's catching rival bids from multiple private equity firms, we want to swap into something that has more room for up side. i also happen to like them for their wholesome family-oriented commercials. so are you ready, skee-daddy? i think you should buy jack in the box. jack! j.a.c.k. which owns or franchises 2700 jack in the box and qdoba mexican grill locations, 42% of

which are in california. have you had the veggie burrito at qdoba? i'm telling you it is estupendo. i had one three weeks ago at the short hills mall. delicioso. on its latest conference call the company's ceo linda lang said that california stabilized and in a recent investor conference she explained sales would rebound in the state as the employment situation improved. and that's going to happen. jack in the box isn't just a california play. it's also got the regional growth story that can lead to multiyear gains. we've seen that in retail and restaurant stocks. the company plans to become a national franchise by 2013, growing its locations at the northern and eastern united states. look, it's not chipotle, okay? but this qdoba is really good. at the same time jack in the box plans to franchise more of its locations so only 20% to 30% of the company will be company owned. down from 50% today. that's a move that will boost the company's cash flow. going to california? sorry, led zeppelin, we like this one because it's coming from california and going to the rest of the country. kind of like invasion of the body snatchers.

stock's starting to make its move but it has much more to run to get to where it was before the crash. i bet it gets there soon. how about if you want something a little more classy than a fast food joint? i like two dining places with california exposure. first there's california pizza kitchen, cpki, which i love also in the short hills mall, which has 42% of its locations in california. this is another company that said california's improving on its conference call and even if the golden state stays down in the dumps it still makes sense for the company to expand there as its california locations are the company's most profitable ones. it's done nothing in three years, and it could be truly ready to break out. however, at the end of the day the stock closed up more than three points on takeover rumors. this is my mergerbot. if there's a deal, it may be too late. but if not, let the stock give up the gain and then pounce. merger. merger.

and second, the superior play is bj's restaurant, bjri is the symbol. this is a bar and grill chain with 94 locations, 53% of them in california. on its most recent conference call, which i suggest you listen to, bjri talked about its restaurants in the inland empire. man, was that area hit hard. and sacramento, where i lived in my car and was really nice, never runs. 10th mp is the place to be if you're in a jam in sacramento. yet this company still had positive same-store sales growth. going to triple its locations to 300 throughout the country. major yuppie appeal, serving specially handcrafted beers, the ones you drink like this, you know. that helped differentiate it from traditional bar and grill joints. personally i prefer pabst blue ribbon but bj's restaurants is a great play on the beer snob niche. unlike the other california restaurant stocks this one's at its 52-week high but it's worth it and it's got one of the best charts i've ever seen.

you can only drink those craft beers like this. bottom line, we're not california dreaming. this time the turn is the real deal. and it's going to trickle down to restaurants throughout the state as people have more money in their pockets. for california fast food go to jack in the box. among the higher class aristocrat dining aims i like bj's restaurants, california pizza kitchen after it cools off from the merger talks, merger. and let me add after this week of examining the golden state all i can say is i wish they all could be california stocks because once the state and local government morass gets off the front pages these themes could be the big winners in 2010. why don't we start with david in georgia? >> caller: boo-yah, jim, from atlanta, georgia. >> boo-yah, how are you? >> caller: i'm doing pretty good. i'm a coca-cola stock owner and given the anheuser inbev marketing deal that pepsi's got going on should i look to hold on to my stock with coca-cola or

just -- or get rid of it or -- >> you know, coca-cola's one of the stocks where people say you can never be wrong with coke, it's got a good yield, it goes up over time, warren buffett owns it. i like the more exciting stocks, but excitement if you want to you go to the phillies game this weekend. i think it's a fine stock. i'm never going to try to talk anyone out of that one or pepsi or general mills or kellogg. it's good to have one of those stocks in your portfolio. i want to circle back to ohio and go to bill in ohio. bill. >> caller: hello, bill. first-time caller, long-time viewer. >> well, terrific to have you, pal. what's up? >> caller: hey, i really enjoyed "getting back to even," especially the two chapters on options. thank you very much. >> those were very hard. i'm glad you liked it because those were the most difficult two chapters i've ever written in my life because i'd never written about options before. this is a big option handbook. what's up? >> caller: my question is on domino's pizza with the positive commitment to improving the brand and just opening 9,000 stores, improved product

selection, is this going to be a catalyst for growth? >> just a sec. you remember the first domino's pizza, the ads. they said this is what it tasted like. now, this happens to be california pizza kitchen cardboard. so i don't know how much it's like the old domino's pizza cardboard. not bad. but domino's pizza, we got behind that stock in the 11, 12 region. it's moving up. i think it continues to go up. wow. this isn't bad at all. hmm. so i like domino's, and i'd stick with it. let's go to bill in north carolina, please. bill. >> caller: hi, jim, we love your show. >> really? >> caller: yes. >> tell me because i'm like a child demanding some attention. >> caller: even my kids are watching you. >> oh, wow. fantastic. go ahead. >> caller: i want to ask about p.f. chang's. pfcb. >> yeah. i know. my sister says there's always a line, the line's too long, so nobody goes there. i don't know. this stock is at a 52-week high constantly, constantly, and yet

there will be some quarter or some month it isn't any good, and as soon as you see that pull the trigger. it is a long company and i agree with those who love it. it's been a fantastic growth stock, really the best nationwide chain for asian food. now, if you want a cheeseburger in paradise, here's what i want you to do. i want you to head over to california. jack in the box. i'm not kidding. you've got to check out this qdoba. it's really good, that veggie burrito. bj's restaurant. and if california pizza kitchen comes down if there's no merger, then i think you can buy it. stay with cramer. >> announcer: coming up, stay tuned as we crank up the volume. cramer goes all out as the calls keep coming in. try to keep up on the high-impact "lightning round." and later, send cramer an e-mail to madmoney@cnbc.com. and he might just answer you on the air. on an all new edition of "mad mail." all coming up on "mad money."

it is time. it is time for the "lightning round"! on cramer's "mad money." what's they'll about?

rapid-fire calls one after the other you say the name of the stock i tell you whether to buy buy buy or sell sell sell. just to be clear i do not know the callers or stock ahead of time. my staff prepares the graphics on the fly. we play until we hear this sound. no, this sound ends it. are you ready, skee-daddy? it is time for the "lightning round" on cramer's "mad money." i'm starting with michelle. >> caller: boo-yah from north carolina! >> hey, super. what's going on there? >> caller: i wanted to get your thoughts on american tower corporation -- >> i want you to continue to buy american tower. i think it's one of the best stories out there. i think they have -- "fast money" had them on the fast line for fast call and he fast recommended his fast stock. i'm not kidding. the guy was on, and he was terrific. anyway, i want to buy the stock. let's go to bill in michigan. bill! >> caller: hey, jim. it's bill from michigan. want to give you a very special motor city boo-yah. >> well, i'll take a motor city boo-yah, particularly because there's no team from detroit that threatens me boo-yah. >> caller: and thanks for helping make the moolah! >> yes. well done. thank you, partner.

>> caller: hey, a little while back you were saying good things about weatherford. and i wanted to get an update on your near-term and long-term -- >> all right. the stock is stalled. there's no doubt about it. this stock is stalled. i own it for the charitable trust. i'm not allowed to trade stocks myself. but i can own it for the charitable trust, all right. i was going over it with stephanie link who's the research director, going back and forth and back and forth. we think the stock is stalled for no good reason. i think the stock should be bought, bought, bought. >> buy buy buy! >> big iraq exposure. and that makes me bullish! scott in north carolina. going back to the tar heel state. scott. >> caller: boo-yah, jim, from the university of north carolina. >> oh, man! yes! the most beautiful school in the country. well, one of them. what's up? >> caller: that's right. my stock is hasbro, has. >> you know, i've been thinking ever since they raised that dividend this stock has been up, up, up, up, and you can't even get a chance. maybe you can still buy -- let's say you can buy it under 40. because the stock has almost doubled here.

let's go to jim in michigan. big theme here. >> caller: big boo-yah from grand rapids, michigan. >> man, you're a furniture guy. i like ethan allen. what's up? >> caller: i got a question for you about spartan stores. do you think the stock is worth getting into? >> yes, i do. it's got wholesale, which i don't like. it's got retail. it has that kind of feel of a casey's general, which got that merger offer today. i'd recommend spartan stores. location general's a really good outfit, by the way. and i haven't been to a spartan. let me go to brian in maine. >> caller: southern maine ba-ba-ba bah-boo-yah, jim. >> love southern maine. i like york beach. what's up? >> caller: i'm building a diversified portfolio and i'm looking for stocks that don't seem to be participating in the current rally. >> what would that be? >> caller: or even pulling back. i would like to get your comments on caci. >> we always called it khaki at the hedge fund. i used to wear a lot of khakis.

i hear those bill khakis are nice. there's no real edge to it. i think it's a good stock. is it a great stock? no. is it a bad stock? no. it's strictly in the no buy. let it come in. oh, come on. i'm finally ramping. i am finally in the groove after getting that paramecium from egypt. i demand two more calls. i -- would you guys focus on me over there for a second? i'm on tv. you're not. oh, my god, you're dressed so poorly. all right. let's go back. kristen in california. kristen! >> caller: boo-yah, cramer. thanks for taking my call. >> my pleasure. >> caller: from my friends and family in waukesha, wisconsin -- >> yes. i wish i had friends and family so i could get 20% off if you come to the store but i -- >> caller: what do you think about staples? >> i think it's a buy. i think the reaction after the quarter was wrong. i think that gives you an opportunity. people buy office max. you've got to buy best of breed and best of breed is staples.

all right. let's go to -- one more. hey, can i take one more? can i take one more? i have one more? let's go to brian in ohio. brian in ohio. brian. >> caller: i just want to give you a new york yankees boo-yah from ohio. my question is about marvell, mrvl, and how it compares to skyworks, which you previously mentioned. >> all right. marvell, mrvl, and broadcom, those are both internet tsunami names. they remain strong and on my buy list. >> buy buy buy! >> i'll pull the trigger any day of the week. yankee fan. again, doesn't hurt me until we get to the series. and that is the end of the "lightning round"! ♪ not unlike my stomach, california has been in a world

of hurt! >> just cannot be kept down. much like my lunch today. >> me and the paramecium in my liver are all fired up. i don't want to end this lightning round. i'm having too much fun. i'm almost over the paramecium in my stomach. >> what a business that is -- excuse me. that is going to be. a little acid reflux. >> but you know, all the -- big guys have acid reflux in there. you just -- they just cut it out. we'll cut it out after. right? >> we had a huge number of retailers that posted spectacular numbers before the market opened. spectacular! eye-opening! the fantastic news was totally obscured with grecian formula! so tonight we're peeling off the grecian formula and giving you less pericles and more profits! >> what kind of grecian formula is this? >> take bed bath & beyond. tjx. eog resources. right in the eyes! ♪ back to the heads! okay!

how about goldman sachs? wynn resorts. ross stores! last talking head. number 7. target! target! don't like greece -- don't let greece distort you. like the grecian formula from your eyes. it's driving me crazy! "mad money" will be right back! welcome to "mad money." welcome to cramerica. other people want to make friends. i'm not the least bit interested. >> i'm here to do one thing, get you more friends! >> if this were stock market guru eric cartman's acclaimed facebook podcast -- >> what the hell is this? podcast? >> welcome to cartman's incredible podcast! >> i'd be telling you to dump the garden state from your friends list right now. >> run to your facebook account and delete kyle from your friends list because he is poison and i don't see him making a comeback anytime soon. >> you can pick up one of those nifty devices he has. >> merger.

>> that's right. looks like we're about to have a merger. >> merger. >> merger! >> if you're a friend of jimmy's you're about to lock into about 90 chick friends, and as we all know chick friends are worth almost triple what dude friends are. that's all the time i have for today. remember, update that profile and steer clear of kyle.

on wednesday liz in texas stumped this chump. when she asked about unilife, unis. which designs, develops, manufactures, and supplies proprietary retractable syringes. i did some homework. i've got to tell you, i like playing with used needles, unlike -- this is just -- unilife is just way too risky for me. i mean, look, just get a load of the prices here. the stock had previously only traded in australia but when it started trading in the nasdaq on february 16th it opened at $8.60. then it jumped to an intraday high of $26.40 the very next day. that's a 207% increase. after that unilife tumbled back down in true seesaw-like fashion and hit a low of $5.41 on march 30th. get these numbers. on monday the stock soared up again. 40%.

from $5.81 to $8.04. after announcing that it received fda clearance for one of its insulin syringes. over the course of the week, it came back down to $6.52, an 18% decline. this is too volatile. you need a good reason to get on that roller coaster. i used to call these a cracken, and unilife doesn't have one, but there are plenty of things to worry about. the fact that its products are undeveloped. this -- sorry, it's way too risky for me. let's go to richard in georgia -- cramer, i don't understand why adobe has been struggling. since hitting its high in december, it's going the opposite direction. i'm scratching my head on this one.

richard, go and get yourself an apple ipad, and you'll know why. they did not endorse adobe flash, and it's caused an uproar, and people will have to switch, and believe me, it is unbelievable. here's one from steven in new hampshire. can you shed any light on what's going on with ibm? all the news has been good from what i can see. however, the stock has not moved at all. steve, this stock trades around earnings, okay? it won't do anything until it reports, honestly, and then, yeah, i think the report will be good, for what it's worth. here's one from vick. boo-yah and congrats. it was parodied as mad friends on wednesday's "south park. now you're immortal. i went over this with my sister and nephew, and they are just -- they've never missed one. they were like ecstatic, and it's a very big deal in the household. thank you for sharing your experience with all us home

gamers. you've truly made me a better investor. even my kids are learning from your show, as my daughter made this "how does that saying good"? form at her school? i have to love that one. here's one from jeff. i thought this was really important. thanks for the show. i have a brief comment about the segment on the haines celestial group inc. yesterday you talked about these food brands as if everyone is familiar with them. you're living inside a wealth bubble. i took the time to go to the haines website, and i did not recognize a single one.

jeff, i think you -- your work is the reason why that stock is not working. i think that, yes, i'm in the bubble of new york where hain has more visibility. i'll bet the stock doesn't break out until you start seeing it everywhere, including your neck of the woods. "mad money" is back after the break.

as we used to say in the print business, as of press time, we don't know what's happening with california pizza kitchen, but if you're tempted to buy it, please wait until it comes down on monday. there's always a bull market somewhere. i promise to try to find it for you. i'll see you monday.