be yourself nonstop. american airlines. 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. i'm just trying to save you a little money. my job is not just to entertain you but to educate. so call me at 1-800-743-cnbc. after a day where the averages surged courtesy of a fabulously better than expected employment report, one where we caught roughly a quarter of a million new jobs -- ♪ hallelujah -- in one month, dow soaring 157 points, s&p climbing 1.46%,

nasdaq gaining 1.61%, can we finally admit what this market grudgingly acknowledged today? the fact that the economy here in the united states has improved dramatically and may actually be on a roll. skepticism, which worked so well in 2011, is no longer a workable strategy. the darn facts have changed for the better. so the multitude of bears out there, instead of now saying we've got a double top, i think they're going to have to start changing their minds and their tunes. more on that in a moment. with this domestic improvement in mind, what's the game plan for next week? remember, we're still in earnings season. first, monday, after the close we hear from cramer fave yum brands. david novak. this is a stock i own for my charitable stock, actionalertsplus.com. it's got tremendous overseas expansion plans. even though it's got a big footprint overseas already.

we need yum, the parent of kfc, taco bell, and pizza hut, to tell us that china, their largest market, is still growing like a weed. look -- a couple rate cuts there wouldn't hurt, believe it or not. but be careful. i hear chatter. some of you believe that they might talk about a disposal of taco bell or pizza hut. even though i expect good earnings, i know some people would be disappointed if yum doesn't split itself up. and i think some might be bummed about the rising cost of chicken parts and beef. coca-cola reports tuesday. and after this employment report people are going to start wondering, is the economy now growing too fast, so therefore they should take profits in one of these steady eddie players, swapping to something more cyclical? that's why this stock barely budged on such a terrific day. me, i prefer a diversified portfolio for my charitable trust. my judgment is to hold on to coke as part of that slot of steady eddieness that we all need. you can't be flitting in and out of high-quality companies. but i do think you might see some profit taking no matter

what because of the accelerating economy. and again, we've got to start stipulating, it is accelerating. after the close tuesday this buffalo wild wings. now, this morning we heard from ceo smally smith on "squawk on the street" when i interviewed her that business is booming ahead of the super bowl. remember, that's a big day for them. the biggest. this is going to be a huge weekend for this company. she also said that wing costs are under control even though tyson said this morning that they're up big. now, i'm wondering, did she take away the upside in this interview this morning? i don't think. so the stock remains cheap versus other restaurant faves panera and chipotle even though bvld sells high margin liquor. that's a good business. speak of the devil. panera report on tuesday too. can they deliver one more excellent quarter? this company continues to expand and continues to lower costs at the same time as it grows the revenues. that's real operating leverage. we like it. we expect to hear about an acceleration of same-store sales.

i think all is good at panera. then there's disney. after the close a little tougher here. many people feel disney has peaked. i get that. especially on a day where this placid stock jumped over a buck and at one point hit $40. we're worried about advertising rates after viacom's miss earlier this week. we're worried about theme parks as it seems like universal, parent company, right? comcast universal. it seems that they have an edge ever since harry potter opened. we're concerned about the movie schedule. so what do we do? okay. disney's what i like to call a core family holding. just a terrific long-term franchise that's run extremely well by ceo bob iger. and for those who are worried let's see what the earnings are before we do anything, anything, buying, selling. i say we might be okay. then we hear from polo ralph lauren on wednesday morning. here's everyone's high-end clothing. and it's repeatedly subjected to second-guessing. was it too warm? did they not sell enough sweaters? is it possible it performs more

like dog eat dog tiffany's than polaris and harley-davidson, two of our favorite ultradiscretionary plays i recommended this week. i think ralph lauren will do just fine. and with cotton costs down year over year huge, the surprise will be terrific guidance in the future. upside, not down side. after the close wednesday cisco reports. last quarter was terrific. lots of shared take. a sense that cisco might finally be at the beginning of a sustained run. plus now we have the possibility of telecom companies spending more money on equipment post the at&t aborted bid for t-mobile. i think we can get good quarter and better chatter. there will be some weakness about europe, but i think we all expect that, don't we? whole foods also counts on wednesday. last night we spoke to three different executives at three different companies related to whole foods. we heard lots of good things from irwin simon, ceo of hins celeste shall.

we heard from jack hartung the cfo of chipotle who made it abundantly clear that people want food with integrity. and we heard from david pyott, the ceo of allergan, that there's been no slowdown in trying to look better than you should. you know what? that's really why people go to whole foods. i'm looking for an upside surprise. thursday morning, dunkin brands, the owner of dunkin' donuts, they report. we know there's a coffee bull market. notice caribou making a new high. how about green mountain? which sold 4 million keurigs this quarter. i'm not recommending the stock but it's a lot. or the fantastic quarter starbucks just reported. i think dunkin' follows suit. delivers excellent result. my kids helped me boost the quarter when they gave me this nifty dd holiday gift card. we also hear from lufkin thursday morning. remember they make the donkeys go up and down and the -- three months ago i put this serial disappointer in the penalty box. it had missed too many quarters. in the interim the stock has ramped, it's roared. if you own it i am telling you, please ring the register monday.

before this company has a chance to hurt you. take the profit, please. noble energy reports thursday. we're chronically underrating this fantastic independent oil and gas company, which has been expanding its drilling each quarter. and i told you about some of the phenomenal finds on this last call. it was incredible. including the leviathan of a field known as leviathan off the coast of israel, which may be so large it could turn israel into a net exporter of energy. i think this time will be no different and noble's call will be spectacular. speaking of israel, i should add you need to keep one eye on tel aviv at all time now that the defense minister ehud barak has talked about attacking iran's nuclear facilities. i know him personally. the goalen heights. he does not speak idly. and he will not be constrained by american pressure. friday morning we hear from arch coal. the coal bear market continues unabated courtesy of the staggering decline in natural gas prices that's giving coal a

run for its money at all of america's utilities that can switch back and forth. plus, if obama wins the election, king coal's going pawn on us because the epa will run roughshod over coal. i say stay away. last from the east we get nyse results from euronext on friday. they need to tell us what the plan is now that the merger with deutsche bourse has been nixed. is there a plan b? i hope so. because i got sold on the idea of the merger and now i'm thinking this one could be real dead money here because they couldn't get it done. and there's one ipo coming next week that's worth focusing on. caesars entertainment. welcome back to the chute, caesars. they are offering so little stock this time around that the deal might work. that said, i vastly prefer the other casino companies, particularly las vegas sands and mgm. we're taking a page from the steve miller playbook here. we're putting in for the deal. we're taking some down. and then no matter where it opens we're taking the money and running.

bottom line, as we head into a week where i think there could be many strong earnings reports, keep in mind lately that skepticism or, let's put it this way, cynical skepticism doesn't seem to pay anymore. our economy's accelerating and you'd better believe that fact because it will be reflected in the quarters we hear from all next week. let's go to richard in north carolina. please, richard. >> caller: hi, jim. boo-yah from western north carolina. >> western north carolina. wow. that's like -- i know exactly. i can picture it on a map. it's beautiful there. i know that. what's up? >> caller: beautiful. i work for and invest in ppg industries through a 401(k). and with the stock price being kind of high and the unemployment numbers coming in so good, where do we go from here? >> i think ppg, it's run by chuck bunch, is an extraordinary company. i didn't really care for the quarter. this was a quarter that was one of the few that he has not blown out. but you know what? europe's getting better. asia's betting better. i urge you to stay with ppg. let's go to ali in new jersey. ali. >> caller: jim, how are you

doing? >> real good. how about you, partner? >> caller: good, thanks. my question's about martha stewart. they found a loophole with macy's and now she's working a deal with jcpenney. how is that going to affect macy's stock price this year? >> you know, there's a big court case coming. we don't know that's a done deal, frankly. we don't know the jcpenney deal's a done deal. i have tremendous faith in terry lundgren. i think he actually may prevail in the lawsuit. but he's got a lot of different ways to still make a lot of money. they guided up this week. i'm not worried about macy's. i do think that jcpenney, if you have it on the registry after that remarkable run, i want you to do it on monday. let's go to bob in ohio. please, bob. >> caller: yeah, jim. big boo-yah to you, man. >> what's going on, partner? what's going on? because we love ohio on this show. i think it's where we get our most phone calls. >> caller: hey, look, it's super bowl weekend. we've got pepsico. it just sits there at 66.

doritos happening at all these parties. what's going on with the stock, jim? let me know. buy, sell, or hold. >> all right. we are going to hear from them on thursday. the last quarter was not what i wanted to hear. frankly, this is one of those cases, and i often talk about it when it comes to earnings season. i debated putting it on my calendar. i don't have a good feel for the quarter. so i can't actually tell you which way if i myself have to punt. there's the right metaphor for super bowl. i'm punting. susan in colorado. susan. >> caller: hi, jim. boo-yah from a very snowy colorado. i'm a first-time caller. >> okay. thank you for calling. >> caller: my question is kirby corp. last night fourth quarter earnings came in above expectations. total revenue growth was down 2% quarter to quarter and up 92% year to year driven by k.c. and united acquisitions. >> right. >> caller: but some analysts saw this as a miss. where did you see the stock heading? >> i didn't like the guidance as much. i understand that.

frankly i've been liking kirby a great deal, but i was out last night with a very big holder of it, we discussed the quarter, and you know what? it is time. i'd like to take the gains. sell! sell! sell! right here monday morning. skepticism, cynical september skepticism isn't working. our economy is accelerating. i'm going to be on later saying that. i'm looking forward to hearing that good news reflected in our earnings next week. "mad money" will be right back. >> announcer: coming up, fan of facebook? while investors stalk their brokers for shares of the social network's ipo, cramer's tagging a stock that you can buy right now. stick around. this one might have you clicking the "like" button. and later, rocking the tree tops? with jobs coming back, will housing follow? after reporting a blowout quarter, could weyerhaeuser's stock prove that money does grow on trees? get your earnings edge when cramer talks to their ceo.

all coming up on "mad money." miss out on some "mad money"? get your "mad money" text alert today. text mm to 26221 to get cramer right on your phone. for more info, visit madmoney.cnbc.com. or give us a call at 1-800-743-cnbc.

♪ thank you for being a friend ♪ traveled down the road and back again ♪ right now lots of people are trying to figure out a way to play the impending facebook ipo. while we wait for the actual deal to happen in may. oh, you hear of social media stocks, zynga, groupon, linkedin. they all soared today. part of the same bet is that facebook will be an umbrella that can lift the whole group. look, i get that. i understand the collateral trades. and they work for a little bit. but frankly, to a degree they're for amateurs and they're absurd. like i said before, if you want to bet on the facebook, the best way to do that is by waiting for the ipo and getting a piece of the deal.

however, if you can't hold out until may, if you absolutely need your facebook jones fix right now -- and i'm telling you at this point, zynga, groupon moved way too much. they're going to hit by some quarter they don't even like. i'm only going to endorse one non-facebook play on the facebook deal at this point. and that is morgan stanley. the lead underwriter on the ipo. why morgan stanley? it's not because facebook is a needle mover. it's really not when you do the economics. based on an estimated 1% fee -- and they're going to cut the fee for this very important deal for them to get. the lead investment banks would share 50 million based on the stated $5 billion offering size or as much as $100 million if the facebook ipo get up to 10 billion. and that money will be split with the other underwriters, jpmorgan and goldman sachs. look, it's a nice piece of business. at the end of the day this deal by itself, it is almost a rounding error to their bottom

line. however, the facebook ipo is a terrific illustration of what morgan stanley's doing right. and when you add the fees from this deal to all the other big ipo wins the company's had of late and the ones they'll probably get because of facebook, well then pretty soon you're talking about real money. morgan stanley was the underwriter on a bunch of big social need yeah deals. linkedin, zynga. 20% of ipos on u.s. exchanges and morgan stanley led all u.s. deals with 13% share. people think there's not going to be a lot of ipos. how many things have been proven wrong about conventional wisdom in 2012? how about the fact the financials are the best perform's sector. more than anything else i like morgan stanley because they're finally in a position where good news matters to the stock. hence why the darn thing rallied 79 cents or 4% today. it's now up 34% since the beginning of the year. we don't like to chase things on "mad money." but remember the brokers all left for dead last year. morgan stanley in particular was obliterated as the short sellers

tried to kill this one a million times. they just spread rumors and rumors to the media, twitter, everywhere, that it had billions and billions of dollars worth of exposure to europe. do you know that all of those stories turned out to be untrue? in october there were even a bunch of headlines on the web about how morgan stanley might fail because of europe. how morgan stanley would be the next lehman. they were all bogus. all of those rumors. but it knocked the stock down severely. turns out morgan stanley's the steven seagal stock. this baby is hard to kill. and now that the european banks at least are no longer in danger we can finally focus on all the good things that have been going on at this company. and there are a lot of them. oh, and get this. now that the big european banking institutions had to pull back from so many markets to raise cash, i bet morgan stanley is probably the firm that fills in the vacuum and takes a huge dmroebl global share more than

anybody, because they're in a position to. they've got the best balance sheet. for the first time since the financial crisis morgan stanley came into 2012 without many of the legacy issues that have been dragging it down for years. remember, this bank raised a ton of money overseas when they were in trouble. so they're now very well capitalized. terrific balance sheet. but that money came with a hefty price tag. they had to pay big dividends to their new preferred shareholders, and for the last two years the company's been working to reduce these costs. for example, in april morgan stanley agreed to convert most of mitsubishi financial's $9 billion preferred stake into common stock. paying 2 billion up front to save about 784 million in annual dividend payments. a move that will more than pay for itself in less than three years. back in 2010 they did the same thing with china investment corp. 9.9% stake in the company eliminating the 9% quarterly dividends morgan stanley had to pay the chinese. in december morgan stanley put another thing past. they came up with a settlement with mbia the mortgage insurer ultimately writing down the entire $1.8 billion the val value of the investment. they've taken writedowns on their legacy real estate assets. they've been incredible at cleaning things up.

and as a result the book value here's been cleaned up too. book value, remember, is the best way to value a bank. essentially the company's net asset value, the accounting value of the firm, if you were just to liquidate everything tomorrow. before the writedowns it was possible you could say morgan stanley's real book value wasn't real. because the actual numbers were -- let's just say there were a lot of charges. but now i actually think that the book value's real. and right now morgan stanley's trading at a 35 discount to its tangible book value even though goldman sachs is almost back to its book value. that makes morgan stanley cheaper than the other banks, other brokers, even after this recent run. of course we heard this argument all last year, that the brokers were great buys because they were cheap on book value, and the stocks got pounded anyway. what's changed? oh, among other things, europe. nobody wanted to touch these stocks while the risk of cascading european bank failures was still on the table, and you couldn't insulate them. but ever since the european central bank gave european banks a lifeline, that fear's been taken off the table, and our brokers can prosper and morgan

stanley's not done prospering. here's the real rub to why i like this stock. best of all, morgan stanley made this sweet deal with citigroup to buy 51% of smith barney nearly three years ago when citi was in even more trouble than morgan. and combine it with their own wealth management business. morgan stanley has the option of buying the rest of smith barney starting with a 14% stake next quarter. something i think is likely to happen. this is working out great for morgan stanley because right now is the perfect moment to go into retail, at the bottom. just as the individual investor is finally at long last waking up to the fact that stocks may be a good way to make money. that's what facebook's going to be doing. it's a neon sign. come on back in. and the neon sign is flashing above morgan stanley. plus, morgan stanley's expenses are under control. salaries and bonuses are both way down. lots of other firms are falling by the wayside here. but i think this one now represents a great opportunity. meanwhile, there's still a lot of short sellers in the name who don't believe. even though it's incredibly well

capitalized. half the people out there think the brokers will never come back. secular decline. the other half think they've missed the bottom. cyclical move. i say with morgan stanley you ain't missed nothing yet. this one has a lot of room to run with all the improvements especially the skepticism about all the brokers that remains. here's the bottom line. you want to play facebook? then for heaven's sake just get some shares in the ipo. but if you're incapable of waiting and you insist on playing with something else, then i say at this point buy morgan stanley. the lead underwriter on the deal and a brokerage house that's now making a fabulous comeback. brad in new york, please, brad. >> caller: hey, jim, how are you today? >> real good, brad. how about you? >> caller: good, jim. good, jim. i want to start off by saying go pats from the 607 area code. and now to my question. as far as bank of america goes, bac, obviously, do you think the reconstruction plan in 2012, the stock will continue to excel and

if so when do you see the stock hitting double digits? and relatively soon or is it going to take a while? >> this is where warren buffett got into it, breaching that level. i want to point out that bank of america has not been a good call for me. i have -- was very bullish on it way too soon. i see the stock trading up. i think it can trade up. but i do prefer other banks. i prefer morgan stanley. i prefer wells fargo. and most importantly, i prefer u.s. bank. now, those are higher quality. and people at a certain point in the cycle want lower quality. and this is after that point, that employment number. so i think you can trade up. but i have trouble saying it's a good bank. let's go to dennis in missouri, please. dennis. >> caller: yes. boo-yah, jim. >> boo-yah, dennis. >> caller: i'm just a home gamer who would like to get in on the facebook ipo. and i did inquire with morgan stanley about doing so. i said that i would like to open an account. but i was told they would be

glad to open an account with me but i would not be able to get any of the ipo. >> yeah. >> caller: how can i do this? >> the odds are that you will not get any, sir, unless facebook changes the rules and tells the brokers, look, this is how we want to do it. we want to be more democratic the people who are get it are consistent clients of morgan stanley, smith barney who do a lot of business. but i will tell you this. it's not going to be the last great deal that morgan stanley has this year. look, i'm not going to recommend any broker you that go do particular business with. but that's what ipos do, is they reward the good guys, the ones who were there through thick and thin. and that's what will happen. what are friends for? if you don't want to friend facebook, then -- look, just go buy some ms, will you? this financial is at the right place at the right time. morgan stanley's got a real coup here. and believe me, you don't get just one coup. you get many. after the break i'll try to make you even more money. >> announcer: coming up, rocking the tree tops?

with jobs coming back, will housing follow? after reporting a blowout quarter, could weyerhaeuser's stock prove that money does grow on trees? get your earnings edge when cramer talks to their ceo. and later, send cramer an e-mail to madmoney@cnbc.com. or tweet him at jim cramer #tweetlikemad. and he might answer you on the air on a new edition of "mad mail." all coming up on "mad money." uh oh.

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tonight we've got the solution to an age-old riddle. if a tree falls in the woods and there's no one there to hear it, does it still make you money? turns out the answer is an emphatic yes, at least according to cramer fave weyerhaeuser, w.i. for all you home gamers, the second largest timber company in america and a stock i own in my charitable trust, actionalertsplus.com. weyerhaeuser owns 6 million acres of timberland in the united states, acreage that's more profitable and more productive than anything its competitors have to offer. i've recommended this stock just last month, january 9th, as a play on the turn in housing. since the company sells all kinds of wood products that are used as building materials. and has a small real estate division where they actually build homes as well.

it's only 13% of the business. they also make pulp and some kinds of paper. weyerhaeuser is that rare company for which money does in fact grow on trees. the incredibly well-run -- it's incredibly well run. it pays you 2.8% yield. it used to be a lot higher, but of course the stock ran up and that's how you go lower. unless you cut it. and today's weyerhaeuser reported a truly spectacular quarter. 14 cents of earnings per share. seven-cent beat. remarkable, right? on revenues that came in higher than the analysts were expecting. plus management provided an encouraging outlook for the first quarter. no wonder the stock surged today, one of the biggest gainers in the s&p. it's up 13% since i recommended it last month at 18.79. it's also given us a 35% return including reinvested dividends you know you have to do that since the last time we spoke to the ceo in july 2010. even after the recent move i still think it's got plenty of reasons to run. that's one of the reasons i brought my weyerhaeuser helmet out today. please don't take it from me, let's go right to the source and talk to dan fulton, ceo of weyerhaeuser.

to learn more about the quarter and the company's prospects. mr. fulton, welcome back to "mad money." >> good afternoon, jim. great to be here. >> i've got to ask you point blank because we had some really good employment news and a lot of people say how does that affect companies? you've got a bunch of businesses that are really i think susceptible to confidence. when you see a number like that today, do you feel more emboldened? does your company feel more emboldened that things are getting better? >> well, i do. consumer confidence is critical for potential home buyers, and it's been one of the reasons they've been on the sidelines for some period during this recession. the overhang of the housing market has really been held back by the lack of consumer confidence, concern about employment, and so when we see improved employment figures, improved consumer confidence, people start thinking about going back into the housing market, and that's a good thing for us. >> now, you do make a forecast. you've got 655,000 housing starts for 2012.

will you re-evaluate that over time, or is that what you say at the beginning of the year and that's what you're stuck with? >> no, we'll re-evaluate it over the year. we're not really making a forecast. that's something that we share with our investors so that they know what we're planning for as we plan our business activities for the year. you know, clearly we'll respond to the market, and if we have increased opportunities to take advantage of increased housing starts, improved sales of our wood products, we're ready to do so. but we wanted to plan conservatively because, quite frankly, last year, you know, we thought there would be some ,recovery and as it turned out 2011 turned negative for single-family housing. we're more optimistic this year as we look forward into 2012. >> i think everyone should appreciate the candor that you showed on the conference call, where you just said listen, we got it wrong. very rarely is management confident enough to be able to

put it out like that. now, i got nervous when i first read the release and i saw that where they got some out performance was from pulp and real estate. and then when i went to the conference call, i heard that you basically -- well, you guided significantly lower for pulp, and i wondered -- it sounds like the chinese are -- lack of demand there. and you talked about a loss in real estate. is what made the quarter so much better going to go away this quarter? >> well, we had a really strong fourth quarter as compared to what expectations were. we finished the year strong in our timberlands business. our pulp business had its second consecutive record year of earnings. we had a relatively strong quarter in real estate helped by some land sales. and wood products, the fourth quarter is always the slowest of the year. but as we look into the beginning of 2012 we are guiding lower. our cellulose fibers business, that's primarily related to some softness in pricing. as well as we have a significant amount of maintenance activity planned for the first quarter. we've guided a little bit upward

on our timberlands activity because we're feeling good about the export markets, in particular japan. as we consider our home building business, first quarter's our slowest of the year because people are out buying homes, not taking ownership, and what we're hoping for at this point is a strong spring selling season that will then lead to sales for our wood products and perhaps a stronger year as we go forward. >> i thought the japanese, which have had some previous tragedies where they rebuilt very quickly, were going to do it again, were about to annualize the tragedy in fukushima. and it looks like they have a really strong yen, but they didn't rebuild any of the tens of thousands of homes that were destroyed. is this the quarter where you really expect to just be on the phone to japan constantly and sending them as much wood as possible? >> well, we had a strong year in our sales to japan.

actually, given the tragedy of the earthquake and the tsunami, or sales to japan were about consistent with prior years. we're expecting an increase as we look into the first quarter. we still don't see a lot of rebuilding taking place. >> it's incredible. >> the initial emphasis in japan was temporary housing. we think the rebuilding will come over a longer period of time. they need to rebuild infrastructure in those areas that were really hit the hardst. but we're really positive on our japanese sales. we have a very strong position from our west coast timberlands based upon the location of our timber, the logistics that we have that can take a tree from the woods, deliver it to ports that we control, and then we export them to japan. so it's long been our strongest market. the good news for us in 2011 in our timber exports was that we saw an increase in activity to china. that was significant for us in the first half of the year, slow to bid in the second half. we expect that activity to pick

up as we move further into 2012. but for now china's a little bit slower because of the imposition of some credit controls as well as a build-up of inventory. >> i'm out of time but i've still got to ask you this. you tease us page 4 of the transcript. you expect natural gas prices to remain low. but then you talk about the tuscaloosa basin shale oil play that you leased. is that actually oily minerals? in other words, is there something underneath us that could surprise us this quarter? >> i wouldn't expect it this quarter. but we have an ownership position with mineral rights in the tuscaloosa oil shale area that's contrasted with gas shale. so there's more interest right now in oil shale and we've got exploratory activity that will play out throughout the year, and then we'll have a better sense of what kind of resource we have. >> all right. good man. dan fulton, president and ceo of weyerhaeuser, great upside surprise. thank you so much for coming on the show. >> good to talk to you. thanks very much. >> guys, the stock is still cheap. all right? the bar's been lowered by the pulp forecast. and i believe that the orders from overseas are going to be

very big this year. i would stay with w.i. stay with cramer. >> coming up, ride the lightning. take a nonstop thrill ride as cramer goes stock after stock. all your calls taken rapid fire on the "lightning round." ♪ [ male announcer ] for our town. [ dog barks ] for our country. ♪ for our future. ♪ this isn't just the car we wanted to build. it's the car america had to build. ♪ the extended range electric chevy volt. from the heart of detroit to the health of the country, chevy runs deep.

it is time. it is time for the "lightning round" on cramer's "mad money." rapid-fire calls one after the other. you say the name of the stock i tell you whether to buy or sell. my staff prepares the graphics on the fly. play nm you hear this sound. [ buzzer ] and then the "lightning round" is over. are you ready, skee-daddy? it is time for the "lightning round" on cramer's "mad money." i'm going to start with al in michigan. al. >> caller: super boo-yah, jim. how are you doing? >> real good, al. how about you? >> caller: oh, not too bad. what do you think of kfc? ? oh, boy. i'm telling you. breaking up is easy to do. that stock is going to keep going higher because the two different divisions don't belong with each other. congratulations to kraft shareholders. how about we go to emerson in mississippi? emerson. emerson. >> caller: ba-ba-ba-boo-yah.

>> fabulous stuttering boo-yah. what's going on there, em? >> caller: hey. i need you to take on telefor tne. >> i'm not a fan of telenorte. i'm worried about the yield and i only like american mobile down there. that's the only one i've been recommending. i'm not going to say i like that one. let's go to terry in missouri. terry. >> caller: hey, jim, this is terry from south st. louis. i want to give you a big boo-yah from missouri. >> i'm taking it. it's no longer show me. it's i'm there. what's up? go ahead. all right. let's go to ryan in pennsylvania. ryan. >> caller: can i get a philadelphia eagles boo-yah? >> i'll take it. what's going on? >> caller: i saw your piece on hain last night. i'm looking at stkl. >> i like that one as a speck but i've got to go with hain even up here. i like best in breed.

when i go down in scale, it doesn't work for me. david in indiana. david. >> caller: yes. >> you're up. >> caller: big boo-yah from bloomington, indiana. my question is u.s. steel. >> all right. u.s. steel had a good week. but that makes me like nucor even more. i think steel's going to be down in the mid 30s and i think nucor can go to the mid 50s. let's go to adam in new york. adam. >> caller: hey. good boo-yah from long island, new york, jim. >> fantastic. i was out there last weekend. give me one. i'm sorry, what? >> caller: let's go giants. i'm looking at the -- i'm looking at nvidia. they've had a nice run recently. >> it's been inoculated. they preannounced worst quarter and what's happened, the stock's gone higher. how about to $18? that, ladies and gentlemen, is the conclusion of the "lightning round." ♪

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now let's do some "mad mail" and of course some mad tweets. @jimcramer. "hi, jim," writes krig in hawaii. "i've been holding e-trade financial for longer than i want it. it's down 50% from where i bought it. do i cut my losses now or wait for a surge?" first of all, craig, on "mad money" we don't care where a stock's been. we white out our bases, so to speak. we caver where it's going. i think e-trade can do okay. i think the best way to play what i'm regarding as what may be a return to everyday investing for many people courtesy of facebook and a much better feel for the market, better breadth with less volatility, is morgan stanley because it has good corporate finance. they'll get the ipos. and it's got a burgeoning retail network because it bought smith barney. it's buying it over time from citi. that's a better play. because you get everything including a return to a more

buoyant equity market. here's one from kent from washington. "boo-yah, jim. i noticed that the list of major shareholders for companies like citigroup, wells fargo, and apple include billions of dollars held by jpmorgan corp." are these holdings considered part of jpmorgan's book value? if these shares are not part of managed client funds and considered assets of jpm then it looks like jpm's book value could go way up when the market gets into full swing in the next few years. thoughts?" no, ken, that is not the case. that maybe funds jpmorgan -- look, if you go look at a lot of companies, you'll see a couple of big holders. they are often index funds. they are often funds that have to say that they own the stock even though they're rung other people's money. and that's going to be the case with jpmorgan. jpmorgan's book value will not be affected by those numbers. all right. let's do some of these @jimcramer tweets. this one is from @andrewbailey8. how about this turn in ovti? new camera sensor ranked number one for 2011. think we will see it in the

iphone 5? i've got to tell you, andrew. i have long since learned not to speculate on which way apple's going to go. look at the up and down of the skyward solution. because we really didn't know whether they were going to be in. look how difficult it was for cirrus logic. look how fickle apple is in that if you mention you that do business for apple on air, for instance on "mad money," apple will cut you off. it's too dicey a game. and i've got to tell you, that's a commodity business now. i don't want you to own ovti. as a matter of fact, the stock actually worries me. if you want to play apple, you play it with apple or you play it with broadcom, brcm, a stock i own for my charitable trust. it's doing quite pl. "mad money's" back after the break.

someone had to say it. might as well be me. i'm talking about this morning when after listening to representatives of both political parties say things are still way too weak despite the bountiful employment number we got today, i just blurted it out right on the floor of the exchange. i said enough already. things are better. we have learned a lot of things over the last few years, chief among them that the only good and trustworthy attitude to have toward the economy is to be gloomy. we know that the moments we aren't pessimistic, the moment we present ourselves as outright positive about a hiring number things will take a turn for the worse. then someone's going to run the tape of your effusiveness a month later and you'll look like a moron. you know what? enough already. i'm willing to take that risk. you can only listen to so many ceos and be on so many conference calls before you realize companies have stopped laying off workers, others will be hiring and some like home depot and halliburton are hiring like mad. when you're set to build 13 million cars in this country and turns out you need to build 14 1/2 million or 15, you're going to need a lot more workers.

you're not going to go to mexico with the political instability south of the border. when you haven't built a lot for five years, whether to be residential apartments, non-residential buildings, bridges, there will be pockets of demand all over. when you find enough oil to reverse a decades-long slide in domestic production, you know you've got to hire people to drill for the stuff and transport it to pipelines and railroads which need to be built, as well as trucks, which need to be manufactured and driven. when home depot needs people to meet demand and chipotle will put up many more stores and investment trusts are running to full capacity you're going to get hired. you've got to build new stuff, period. that's where we are right now. it's not gradually getting better like i thought. it's just plain better. yeah, everyone wants the caveat. everyone wants the hedge. it's not in the interests of the of republicans to admit there's good going on. they don't want to say there's hiring. that's not how they take back the white house. the president is so worried. i get that. so concerned about being a cheerleader only to get cut off at the knees when the next number comes out that's bad and

he's content to send emissaries to say we need the same programs as before. just today fed chairman ben bernanke suggested things could be slipping back, that there's not much good to report. i've already chastised bernanke for being too negative. i reiterate that admonition. and getting politicians to bust the gloom seems downright impossible, at least until after the election. but someone has to acknowledge the truth. someone has to say, look, things are truly getting better in this country. getting better all the time. and it's going to be getting more jobs in retail, in housing, infrastructure, oil and gas as well. you know what? i guess it might as well be me. stay with cramer!

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be yourself nonstop. american airlines. changing the game up. next week is all request week on "mad money," may you want to know how the ipo works, dividends, we don't care. e-mail us@madmoney@cnbc.com. tweet me @jim cramer. call us at 1-800-743-cnbc. send a smoke signal if you have to. we are taking your requests, cramerica. the unemployment number today was a game changer. some could say now we know why we ran so much this year.