followed by money in motion. mad money with jim cramer starts now. >> i'm jim cramer, and welcome to my world. you need to get in the game! going out of business and he's nuts! they're nuts! they know nothing! i always like to say there's a bull market somewhere. >> "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, i'm trying to save you money. call me at 1-800-743-cnbc. double double toil and trouble, stocks burn and markets bubble. what it translate into plain english. shall we be concerned this has become sort of a macbeth moment? after last month's spectacular rally, should we be afraid this

market is becoming -- cue the scary music -- bubbly? some people are starting to see bubbles everywhere. isn't that a bubble build in tech? maybe one in oil. perhaps a bubble over in the retailersen given how weak the unemployment is. and surely, surely we've got a dot com bubble going. now that facebook's coming public! >> the house of pain. >> s&p 500 up .11%, nasdaq 12.4% higher. shouldn't we take a step back? and wonder if it's time for us to start worrying about all this enthusiasm, this dare i say irrational exuberance? honestly, i've got to tell you. whenever i hear this claptrap these days, i shuttdder, please.

i want to stop this nonsense off the bat. when individual investors, ordinary people regarded as unsophisticated are all in, buying stocks hand over fist, comfortable with whatever prices they're paying, even if they are ridiculous. i can tell you as someone who probably communicates directly with more individual investors than anybody else on earth, your calls, your e-mails, your tweets @jimcramer. the average person, not focused on the stock market, not thinking about at all. don't you dare bring up the stock market, no. but we don't need to rely on my anecdotae analysis. last year, individual investors sold out, sold out of $130 billion of domestic equity funds and purchased $120 billion of bond funds. in the five years ending 2011, individuals liquidated $451 billion in domestic equity mutual funds and bought almost

double that in bond funds. in short, the money's been pouring out of stocks left and right for years and into incredibly overvalued and yes i dare say dangerous bond funds. rates are too low to think that's a smart place to be. what was once considered to be the greatest financial story ever told, the tidal wave of individual investor money moving into stocks, a wave that began with the bull market born in 1982, it was augmented by the 401(k) revolution and finally culminated in the democratization of stocks at the turn of the millennium, that's mostly ebbed, not dried up entirely. we know what happened, the explosion of the dot bomb when it traded at double the height, that began it. coming in the collapse with so many banks further drove out the investors. finally the flash crash in 2010, 1,000 points in less than 15 minutes thanks to errant machines that might not be under control.

and if anyone felt good about stocks after that had me thinking enough is enough when our market fell 20% over the summer. when the standard & poors organization downgraded u.s. debt. how about the ultimate indignity to people who own stocks? stocks are the largest economy in the world become hostage to the greek bond market. pretty much the most extraneous issue that could have been dreamed up. given all this and the facts that the stocks haven't made you dive over the last decade, it is really no wonder -- it's no wonder that regular people have been abandoning stocks in droves for years now. >> sell, sell, sell! sell, sell, sell! >> what happens when we get six weeks of good action in the market after an entire decade of treading water? we hear there are bubbles all over the place. of course. we hear about a tech bubble because the nasdaq's to where it was 11 years ago. even that's still down 50%. it's dangerous to be back where we were 11 years ago.

that's progress, isn't it? wait a second. when i hear of high-tech companies, microsoft, good balance sheets, good businesses, i see them trading at ten times earnings, a fraction of what they used to sell for. these stocks are still down gigantically for their highs. so far off that the idea that they're part of a bubble is nothing short of insane. all right, apple. come on, when you back out all the cash in that balance sheet it sells for just seven times earnings or half the price of earnings to the average of the stock. that's the opposite of a tech bubble. how about the buoyant retailers in light of the current employment situation? these stocks have done nothing. most of the major department stores haven't been able to reclaim the heights of five years ago. walmart, get this, still below where it traded a decade ago. have some perspective here, please. sure, oil stubbornly high, see that every time we pay at the pump. but the oil stocks, i'm appalled at their cheapness, exxon, stocks that traffic at nine multiples. amazing that's what you pay for the earnings of the drug companies too. those groups giving you huge dividends. nine times the return you get

from treasuries, that's not overvaluation, it's ridiculous undervaluation. that brings me to the big one, facebook. for the first time in 12 years, i'm hearing from regular people about this just filed ipo, mothers, daughters, friends, elks members, strangers on the street. they want in, they want in badly. signs of a bubble, right? when there's a company as great as facebook, that offers advertisers, targeted audience of all shapes and sizes and immensely profitable, and it is. is it so bad if new people like the individual investors who used to be in the market suddenly ring up their brokers if they can find their numbers still? the last time we got this excited in the dot com bubbles, the companies we were chasing weren't profitable, they were losing fortune. some of them had no sales. they just had lots and lots of eyeballs looking at them. eyeballs. i used to say that kind of market was better mentioned by

ophthalmologists than stock analysts. facebook was a phenomenon so was google, and that was a bubble when it came public too. and i said google at $80 and change was going to double and double again. the result, the general council warned me about showing such uncontrolled exuberance on air. the only thing i did wrong, it doubled one more time after that. i was too conservative. i'm not saying facebook won't trade too high, stay tuned for more on that. i'm saying the bubble callers haven't done their homework. they're not the ones, they haven't thought it through. they're not big rigorous. stop looking for bubbles where there ain't no bubbles. individual investors have been looking for exits for years. an ipo that excites the imagination? and suddenly that's dangerous? maybe, just maybe, we'll finally be allowed to make money again in stocks as an asset class after going nowhere for more than a decade. maybe the whole asset class has gotten ridiculously cheap versus bonds and it's time to tiptoe back in not rush out the door. and if facebook is what brings

you in from the sidelines, well, i'll take that neon sign beck beckoning you back any day of the week. let's go to weeks in georgia. >> caller: what's going on? >> not much there, chief. what's going on with you? >> caller: i've got a question. i heard you on tv talking about the ceo going over to nova gold about maybe about month ago. >> right. >> caller: and this morning he issued more shares. i mean, he's talking about -- i won't say that name, but doing that, what's wrong with them? is that a good thing? >> well, look, if you're the company, you've got to raise capital, doing a lot of interesting, different split-ups and sales and they want to have a good balance sheet. i can't blame anyone for wanting a good balance sheet. but i do favor owning the gld over any individual stock in the cohort. let's go to alan in virginia, alan? >> caller: boo-yah, jim cramer. >> stuttering boo-yah, what's up?

>> caller: well, i saw it in the news today, they're in talks to do a merger to become the biggest conglomerate in the world. >> right. >> caller: and i'm currently in the red with freeport mcmoran -- >> i think the stock is dirt cheap and that's why we own stocks not for takeover. my charitable trust owns fcx, and i think it can be worked into the 50s without much problem. let's go to ethan in south carolina. ethan? >> caller: howdy, jim. >> what's shaking? >> caller: my concern is about a recent acquisition, dynamic offshore. now in lieu of the president's recent comments at the state of the union address where he stated there would be offshore opportunities for drilling, my question to you is this. has mr. ward made a good move? and we give him a big boo-yah or

has that honey badger bit off more than he could chew? >> you know, honey badger, let's say sometimes they don't care enough about shareholders. i was upset by this, i'm being diplomatic here. i know that tom is doing the right thing for the balance sheet. i know this is great, but we needed to let that stock go higher. i think you should let the stock go higher before he did the deal. and i'm sympathetic to anyone who owns the stock. i can't take it anymore. longer term, it'll be good, but short-term, that was brutal. these are brutal. sorry to burst your bubble, but we aren't in one. not even a tiny one. look, i miss you, we are in a phenomena, maybe stocks will go from being discredited, hated and burned and come back in favor. would that be so horrible? "mad money" will be right back. >> coming up -- facebook is shaping up to be the most popular ipo ever. already making a hefty profit

with more than 483 million active daily users. could this one live up to the hype? cramer decides. and later, the future of fast food. this stock hit a new all time high yesterday. plus, investors had a bit of indigestion after chipotle reported numbers just shy of expectation. time to gobble some up before it sizzles again? stick around, cramer's talking to chipotle's big enchilada all coming up on "mad money." i had a print out of how many hours

i have actually put in over my career. and it's 168,000 hours. so just think, if you had an 8-hour job, i'm like a man of 100 and something years old. i've worked very hard to support my family. and i finally reached that point where i'm going to retire.

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facebook's got two faces. the first is the deal, the second is the valuation. i'm torn about which is more important right now. because i do not want to put the cart before the horse. but i know ultimately the cart

wins, and the cart is the actual worth of this ipo. first, let me say, though, i'm one of the few people on earth who has shepherded an ipo through the gauntlet. that had to do with an ipo, the street.com 13 years ago that got hijacked by the process. i watched as the company's stock got bid up to unsustainable levels to after market orders, retail, the highest the stock ever opened was opening day. my work cut out for me in sketching this deal of two faces. we have to accept that with 848 million users, there are going to be plenty of people who want a piece of the action simply because they love it. the street. the problem is, there will be way more people that can get in on the deal. second, these people like in 1999 will most likely be buying in the after market and they can distort it beyond belief. no one can gauge this kind of demand.

what we know is the after-market interest is going to control the pop, not the underwriters. that means you've got to get on the deal no matter what. don't care about the valuation. so we know you have to put in because many institutions have already circled 10%. meaning they want 10% of the deal. i know that, i did the work on that today. they might flip, might buy more depending on where it opens. no matter, this one's hot because of retail. it's going to go to a premium and you need to get as much as you can on the deal. how about the after market? that's where the valuation problems come in. some are saying it's overvalued. others are saying it's worth at least ten times revenues, which would give it a $60 billion valuation. with retail over, back market orders flooding in at 9:30 a.m., i think facebook could double its ipo price right at the opening, double! maybe even more. if that's the case, bye-bye, got to sell no matter what. something in between, maybe it's a keeper, but again, that's the cart which will matter only after the deal. and i'm saying that the cart

will be overvalued because of the hijacked process. so the bottom line, you put in, maybe you flip, maybe you keep. right now, don't worry about the second face of facebook. it's the first that matters, and you won't have the chance to win unless you are in. let's go to les in new york. >> caller: hi, jim, it's amazing how fast -- i really like the show, you look like the second coming of easy rider. anyway, i digress. i want to ask you this, we know that facebook has gone public. a lot of -- we also know he's a wizard at monitorizing online communities and created a business model that actually works. what will this mean to other companies in the space? and i'm thinking of linkedin that has not found a meaningful way to monetize its community and there are companies ready to jump in and eat it for lunch. when does reality catch up with linkedin stock price? and when would be safe to short

linkedin again? >> i had linkedin and i kind of put it to the ceo and frankly the international business is strong, the revenues are strong, but this company can make a lot of money. i'm going to disagree with your profitability analysis. i think linkedin, i don't want to own it, i'm not recommending it, but i think it can make a lot of money. two-face facebook? you can only win on the deal if you are in. okay. we're going to worry about the cart after it comes public. but right now, we're betting on the horse. after the break, i'll try to make you more money. coming up, the future of fast food, this stock hit a new all-time high yesterday. but investors had a bit of indigestion after chipotle reported numbers just shy of expectations. time to gobble some up before it sizzles again? stick around, cramer's talking to chipotle's big enchilada. and later, no pain, no gain? could a cup of tea or a bowl of soup sound good in any language?

cramer's talking international expansion when he sits down with the ceo of hain celestial group.

even the very best stocks don't go up in a straight line. think of it like this, joe

dimaggio holds the record for baseball, but on the 57th game, he didn't get a hit. great momentum, stocks are like that, but run day after day after day. every so often, they strike out, it's natural, it gives you a chance to buy the thing at a lower price. that's how i feel about chipotle cmg, after the company reported, good, but not perfect quarter last night. and it needed to be perfect, absolutely perfect for the stock to power higher again today. after all, chipotle has run up in a major way going into yesterday's earnings report. for nearly a month it seemed like a new high every single session. like chipotle had become a permanent tenant of the 52-week high list. we didn't get flaws, but we might have got something better, a really good quarter that creates enough of a pullback in chipotle that you don't feel like a moron for buying the stock. 2% earnings missed off $1.03

basis. the most important metric in a stock like this came in better than expected rising 23.7% year-over-year. and chipotle's same-store sales increased 11.1%, best in show for any restaurant i've followed. as for 2012, chipotle raised the guidance for same-store sales and played it open 155 to 165 new restaurants. this story is about more than the numbers. as chipotle has created something amazing. a fast food chain where the food tastes good and the food is good for you. they're concerned with food culture, finding organic naturally raised ingredients, food with integrity, something that allows the company to connect with its customers and with the shop house asian noodle concept in washington, d.c., they have something that could keep driving growth years to come. spectacular, 650% gain since i got behind it three years ago. after myer endorsed the company for understanding it as a hospitality business. we want to know what to do next.

let's talk to chipotle's chief financial officer, hear more about the quarter and plans for the future. welcome back to "mad money." >> thanks, jim. great to be back. >> something caught my attention on the conference call. you said this is our average restaurant sales now exceed $2 million for the first time. how does the store that's been around for a while suddenly burst above $2 million. it hasn't been doing that a year or two ago? >> you know, jim, we're really proud of the fact that our restaurants now average over $2 million. we went public just six years ago. our restaurants at that time averaged $1.4 million, and our economics at that time were great. we've opened several hundred, 700 or 800 restaurants since then, and yet our average volumes have climbed during that time. and most of that's driven by the fact that except for a couple years during the recession, we've been able to drive double digit comps. and they really are a reflection of customers, existing customers becoming more loyal, coming to

chipotle more often, and people that haven't visited chipotle and then becoming loyal fans, breaking through that $2 million mark, it's really a function of more customers experiencing and joying chipotle. >> a lot of people at home might think, wait a second, they kept raising price, that's how they did it. your prices have been fairly steady, and in the case of california, haven't done much as all. >> yeah, you know, jim, when we had these before the recession ten years of double-digit comps, most of that comp, you know, much more than half is from transactions, new customers coming in. we're reluctant to raise prices. we have a decision to change the way people think about fast food. to do that, we've got to be successful, affordable. we'd rather, in fact this past year for the first three quarters our margins went down. we'd rather let inflation creep in a little bit, see our margins slip a little bit so we can invite more and more customers into chipotle, be successful from a price standpoint so more

people can enjoy chipotle. pricing has been a small part of our comp over the last couple years and last decade or so. >> you trained me you're a resourceful company when avocado prices went through the roof, you sourced it elsewhere. beef prices are kind of out of control in this country right now, and you use only the best and natural. at what point does your own demand from increasing stores and the realization by -- that that's exactly what your customers want make it so that you drive the price up? >> yeah, jim, we even though we're buying, you know, more and more beef, really more and more of every ingredient, beef prices are inflating. we expect there's going to be inflation from the beef that we buy next year. we actually buy a relatively small part of the animal. and so we're not really driving the demand. what really would be best for chipotle is if more people would be buying the same types of food that we're seeking and that is naturally raised beef, you know, organic, things like that because the more people that are seeking that, there's going to be more supply, there's going to

be more economies of scale, and we think that will help our model. frankly, the more we buy and the more we basically expose customers to this better way to source food, that creates more demand, that's going to be better for our business over time. >> good to know. now, you also talk about in terms of other things that are different. steve, the chairman and co-ceo, dismisses the quick sort of advertising blitz and talks about how you have to teach the foreign team, the cultivating event in chicago, also using facebook. how are these methods bringing in people when we all thought what we ought to do is watch the super bowl, see some great ad and get a burger? >> chipotle, jim, has never been based on some kind of a deal, gimmick or a game, where we have people come in for a limited time offer. we're about inviting customers in. we want them to enjoy the chipotle experience and come back not because of the game or a limited time offer but because the experience is so special

they can't wait to come back. and so our advertising is rea y really -- it's not like the advertising putting up a billboard or radio ad and hope people come in right after hearing it. it's more about building a bond, allowing people to discover what chipotle is all about. more about discovering that chipotle really is different, the way we source the ingredient, cook the ingredients. the experience you will have in the restaurants because we hire only top performers. and we have the great crews and great managers who empower to provide a great dining experience. we think when customers come in and discover that, they'll come back over and over again. and we don't think we ever will have to resort to those limited time gimmicky advertising that many other companies have to do to bring customers in. >> okay. now you also said something i've been waiting for you to say this that the shop house concept in washington, d.c., that you now think it has the ability to be another chipotle. you had not made these comments before. what has changed to make it feel like it could be in the class of the fastest growing chain i've ever seen? >> well, to be honest, jim, we

have always felt that chipotle was special, not because of tacos and burritos, but because our food culture, people culture and business model. we thought we could apply those three strengths we have to another cuisine. shophouse is our first effort to do that. it's too early to tell if it can be another chipotle, but the industry response is fantastic. people are lining up to the door and out the door to enjoy shophouse. they really love the food. they're saying some things that like when steve opened his first restaurant that are very similar, they're not sure exactly what to order, but as they order and they're curious and excited about, you know, all the colors and flavors and veggies and sit down and enjoy this meal and might say it's a little too spicy, but as they're devouring the whole meal and they're back in the restaurant the next day. and this is exactly what happened when chipotle started almost 19 years ago. and so we're excited about the start, but we're also not going to get ahead of ourselves. we did announce we're going to

open up another restaurant. we're delighted with the response so far and we do think we have the potential for growth in the future, but we're going to take it one step at a time. >> i heard the rumblings today from sellers saying, hey, look, they can't keep putting them up, putting up the stores, there's no way you can find highly qualified people to maintain the level of service and continue to produce the level of customer satisfaction. it's just not possible that they've reached the limits. what do you say to those people? >> you know, jim, we're now standing with more than 1,200 restaurants. our restaurants today are better from -- our food is better the way we source the food, the way we cook the food is better than ever, the people culture and the people that we have in our restaurants are the best we've ever been. the restaurants, just the dining experience when you walk into one of our 1,200 restaurants today is better than when we were a small company when we had 100 restaurants or so. we're better today than we've ever been. our real estate pipeline is better. we expect we'll open more

restaurants next year. the economics of our existing restaurants and new restaurants is the best it's ever been. we feel really good. we felt good about the quarter, really good about the quarter, better about our future because we've got great people, great food culture, customers are still discovering chipotle. there's lots of people that haven't yet visited chipotle. we think the more they discover and visit chipotle the opportunities are going to be even greater going forward. >> i've got to sneak one more in. it was put in the call and i've got to -- i'm a little nervous about it. health care reform, obama care, you do mention it is going to impact earnings. it'll impact for quantify kaigs? >> the supreme court's taking a look, we've got an election, we don't know how that's going to play out. we think we're going to be fine, jim, we think already we've got the best business model in the industry. we've got the highest margin. we think we have lots of pricing power. we think to the extent there's

some kind of cost across the industry, we think we're in the best shape out of anybody to handle that. >> i agree. thank you so much for coming on the show. you're getting the chance, guys. what can i say? this is it. let it come down if you want to, but it's a long-term story. don't think short-term about chipotle. that's the way that a lot of people have missed this move. thinking way too short-term. stick with cmg, stick with cramer. coming up -- no hain no gain? could a cup of tea or a bowl of soup sound good in any language? cramer's talking international expansion when he sits down with the ceo of hain celestial group. and later, give it a shot, hold still, cramer's giving the botox thorough examination when he talks with the ceo of allergen fresh off of earnings. [ male announcer ] at scottrade,

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in this game, there's nothing better than catching a huge money-making theme and riding it up year after year after year. right now, perhaps the biggest single theme out there is the healthy eating trend. the fight against fat on our obese nation. nearly 2/3 of americans are

overweight, about 1/3 meet the clinical definition of obesity, only 1% are morbidly obese. hence the incredible strength of hain celestial, haim for you home gamers. the international play on the organic food business, a category worth $81 billion. you probably know hain for their many brands. yogurt, garden of eden chips, which could be coming to a super bowl party near you. nondairy milk along with earth's best baby food like gerber, and a slew of organic grocery products. these guys understand this business and what appeals to the natural and organic-oriented customer better than anyone. no surprise to you, i hope, that when hain reported last night that they delivered another fabulous quarter. it really understates how good this quarter was. inline revenues rose 30% year-over-year. that's the reason the stock surged $2.15 today, new high.

giving us a 33% gain since the last time we pitched the deal in august and a phenomenal 129% return since i got behind this in april of 2010. that's why i'm thrilled that the founder, chairman, and ceo of hain celestial is here with us tonight. let's talk about the quarter and the company's progress. welcome back to "mad money." >> hey, jim, how are you? >> have a seat. everybody wants to look good, everybody wants to feel good, and everybody wants to stay younger and that's why they're buying it. >> you know, listen, you had me on the show like you said april of 2010, i think our stock was at about $14, $15, and you talked about how we have to eat healthy. how the world eating healthy is not a trend, it's becoming a bigger part of our lives. and listen, the numbers are showing it. food consumption as most packaged foods companies were down 7%, we're up 7%. >> destroying categories. you're destroying categories as we look at this. >> destroying categories because we've got the products, the

packaging, what consumers want. we've got packaged foods companies complaining it's warm, so we're not eating soup. our soup consumption is up 7%, tea is up 8%. it shows what the consumer's doing, baby rates are down. >> from kimberly clark -- >> our earth's best sales are up 23%. what's happening is, hey, consumers moving over and buying more and more natural and moving away from conventional products. >> there was something on this call that struck me as being brilliant on the part of supermarkets and your company. you said that they bring you in now basically to manage the organic section. >> you know, listen, scale is important and size. and when i started this company back in '93, when i talked about natural organic, people thought i was crazy. now, you know, with 2,300 products in whole foods, with

the depth and breadth and the brands, they're bringing us in to be the category manager, which is important, which helps us to get the selection of products. >> you have a big weekend coming up. another thing we never thought would happen. i imagine super bowl, if you told me in the 1990s, one day you're going to be eating organic chips, it's not going to be a doritos fest -- >> what is it we're trying to do? make fritos healthy. is it going to be healthy? here's our terra chips 40% reduced fat. so in most major supermarkets throughout the united states today, we have super bowl sections with our garden of eden or essential portions. our protein, we'll sell, you know, there's over 1.2 billion chicken wings sold, you know, or consumed during the super bowl, and we have a lot of chicken wings out there being sold. >> new theme pouchs, pouchs.

huge share take out of nowhere. how did it happen? >> you know, listen, i come back and i'm big on packaging on what the consumer wants. you know, jars of baby food have been around for a long time, and you've got young moms out there today always looking for -- >> our producer just loves -- would never think of serving "g," i love you won't mention gerber. >> and the whole thing, while we're pushing our baby, how do we allow our baby to come out with a pouch that's safe? . pouchs have become 20% of our sales already. and we'll continue to grow. and it's not only pouchs for infants, it's toddlers, and there's opportunities with pouchs and stay tuned to what we're going to introduce there. >> now, green mountain coffee was up huge today. that's a battleground, but what's not is your tea. >> listen, the tea category is going to continue to grow. you know, yes, we consume coffee in the morning, but we consume a

lot of tea in the afternoon. we sold over 53 million k-cups this quarter. that's just on tea. and again, that is new users for us, jim. celestial is pretty strong for the supermarkets and natural food stores. what we didn't have was a big home office, in office, food service and there's a big awareness that brings to celestial. that's a big new business for us and that's one of the reasons celestial's up the way it is. >> when you were here last, i was worried greek yogurt was a fad. how's it been doing since? >> listen, this is one that, you know, when we brought greek god's, we were doing about $12 million, $13 million in sales, we did $14 million, $15 million in sales just this quarter with greek god's. it'll be launched in the uk in may, and i come back on the whole greek category has done fabulous and it's replacing cereal. i said this before, more and more consumers will eat yogurt and replace it from their

cereal. >> you're living proof of that. the chairman, president, and ceo of hain, all-time high and it's not done. stay with hain, stay with cramer. thank you so much. >> thank you, jim. ♪ there's a place i dream about ♪

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it is time -- it's time for the "lightning round" on cramer's "mad money." rapid-fire calls, i tell you whether to buy or sell. my staff prepares the graphics on the fly. play until this sound. it's time for the "lightning round" on cramer's "mad money." andy in pennsylvania? >> caller: hey, jim, my question's about arm holdings -- >> too expensive for this guy. don't buy. john? >> caller: how you doing, jim? i'm a big fan. >> all right. boo-yah. >> caller: my stock i want your opinion on is btu. >> you know, btu, unless you get some consolidation in the coal industry, i've got to tell you -- >> don't buy. >> but that has been a tough stock to own. and up a couple bucks today and i wouldn't mind -- florida. >> caller: boo-yah. >> boo-yah to you. >> caller: thank you. my question is regarding --

>> very cheap stock and i don't mind saying this, could be takeover. i want you to hold on to it. charlie in new jersey. charlie? >> caller: hi, jim, big blue boo-yah to you. how's that? >> all right. >> caller: the stock is mww -- >> i gave up on that one. i cut my losses, gave up. they cannot seem to turn this thing around, they cannot turn it around. rhonda in texas. rhonda? >> caller: jim, big texas boo-yah to ya. cvou. >> yes, the coffee trade continues, that's my speck name and, of course -- >> buy, buy, buy! >> and that, ladies and gentlemen, is the conclusion of the "lightning round." >> the "lightning round" is sponsored by td ameritrade. used to be we socked money away and expected it to grow. then the world changed... and the common sense of retirement planning became anything but common.

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let me remind you of something everybody knows but many investors seem not to understand. price matters. the price you pay for a stock plays an enormous role in determining how much money you ultimately make or lose for that matter. call me captain obvious all you want, but i can tell you that not everybody gets this simply from the number of cat callers who come after me on twitter whenever i say to take profits on a stock i like after had a big run. there's a lot more than price, you have to consider the fundamentals of the underlying company, but we can invest in companies we can only buy or

sell their stock. that's why here on "mad money" we're always on the lookout for good entry points. opportunities to buy the stocks of high-quality companies at cut-rate prices. and tonight i think i might have found a good one for you in allergen, agn, the cramer fave esthetics play. they almost always sell off their reports even though they tend to be pretty darn good. this morning, allergen delivered a good quarter plus the inline sales and earnings, but hammered falling $2.45, 3%, because the company's guidance was widely considered disapointing and people worried about botox sales. i think this is a good opportunity to start a position in allergen. this company spends a ton of money on research and development and those investments are paying off. as right now they've got over 30 products in late-stage development. don't just take it from me. let's check in with david, allergan's excellent chairman and ceo to dig deeper in the quarter and find out what

happens. welcome back to "mad money." >> good to be with you, jim, thanks for the words. >> david, so m people in this quarter were critical who had not been critical before saying they expected botox sales to be better, particularly because you got some of the migraine business using botox to stop migraine pain and they didn't see that in the quarter as they thought. what do we say to them? >> well, naturally i went to great lengths on the call today to explain just how well the uptake for botox for chronic migraine is working. also the movement disorder category, you recollect the approval we had working really well. so really the one spots of some weakness we had was europe and a lot of that was, of course, price related because governments have mandated price reductions, and we don't get to choose, we get to write the number down. >> now, i think that i look for -- because i have a tremendous faith in your company and made a lot of money with it,

i think you give us cues about what to look at. you gave us the cue of a huge number of doctors who have now prepped botox for migraine use. why is that a great forward indicator? >> absolutely. first of all, roughly 10,000 neurologists in the united states. we have trained 4,600 individual doctors. some have, in fact gone through multiple trainings, and beyond that being a real indicator of use, we've also made available tremendous access for patience because now no less than 88% of managed care will pay for botox when you have 15 or more headache days for month. i've reassured people throughout the year things are just moving along. call it green lights following green lights. >> again you were asked about product launches that matter.

surprising these add-ons want to call out things that are great in the pipe. i've tried to put them in words that the investors could feel. overactive bladder indication for 2013. and second, this is one you've got to explain to me because i don't take the stuff, you think valuma could be huge. >> well, already starting with urology, we got the approval the so-called neurogenic active bladder. those are severe and constant patients that suffer from multiple sclerosis and spinal cord injury. the second one we think will be approved in 2013 is just severe incontinence. unfortunately as we age yet again, a pre-link to a global megatrend. if you like, i'll go straight on to valuma. >> because i went to the website, it's obvious this is one if you're taking juvederm,

it's better, but i didn't understand why it was that much better. >> basically, as people age and particularly women, you end up with less fullness around the cheeks if you like around the cheekbone, and this product has much greater lift capability, longer duration, and, of course, we can speak with experience because it's done very well in europe. and even more telling, i think, is the canadian experience where we've been on the market for roughly 18 months, and i estimate the introduction of this product actually led to market expansion, the complete market by about 40%. so large quantity being used and then also really, really satisfied patients. so a great for the u.s. where we believe will go to panel with the fda later this year. >> all right. so if you had to sum up all what's looking up for 2012 and 2013, you spent a ton of money

in this period to be able to develop new drugs. is there something these analysts overlooked you think i should call out because i think it's a better story than they think? >> yeah, well, as you said in your introductory remarks, our mystery has always been conservative guidance and then attempt to do better than we send. last year we spent on an adjusted basis $858 million on r & d, increase of 13%. and i think looking at 2012, very clear our r & d spend will be a way higher than what is expected, and i'm not going to apologize for that. i think that's exactly the right thing. we're talking about reloading the pipeline, and at the end of march, we'll have an analyst date digging deeper into our pipeline. so really i have very few things to worry about. just monitoring the european situation and otherwise just executing off the approvals we've already secured.

>> i think once again, this is the buying opportunity, the analysts don't get it. the march meeting will tell you more. david pyott, thanks for coming on the show. >> thank you. >> the reason why the stock sales is off is because the company is conservative, and what does it do? it delivers. i'd stick with it. stay with cramer.

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